🚨 The U.S. tried to raise $58 billion and demand came in cold. Foreign demand hit a low, and big banks had to step up. Here’s what happened and why it matters for everyone. (a thread)

This is a major concern for me regards to AI and semis bubble. $NVDA practically does the same thing. When does the music stop?

There are a lot of bear arguments swirling around $IONQ obviously Plenty of them rooted in genuinely good points I don't think anybody would deny that this is a high risk investment. That is how risk/reward works If it was a slam dunk that IonQ will deliver server rack

Roadhouse.

Your daily reminder stocks only go go up

What direction will the future take us?

For all my new followers, my top 20 holdings: (I am a long term spec tech investor, and I buy with intent to never sell. I've held most of these for years) 1. $IONQ 2. $AAPL 3. $PLTR 4. $RKLB 5. $AMZN 6. $QBTS 7. $RGTI 8. $META 9. $GOOG 10. $XYZ 11. $LMND 12. $SHOP 13. $ARKG

Rocket Man $RKLB

Important chart. S&P 490 has had basically no earnings growth since 2022, despite rampant inflation. It’s just 10 companies doing really well, while the broader economy is in contraction in real terms.

Congrats to everyone who did nothing!

This chart amazes me each time I see it. How is it even possible?

The AI boom has supported the real economy through capex and markets through enthusiasm. But now it is clear that progress is stalling and the best case scenarios are far in the future. That realization could change market sentiment. fedguy.com/is-it-over/

This chart shows Sir Isaac Newton's investments in South Sea stock during the 1700s. For the last 300+ years, investors have used this example as a cautionary tale. Michael Saylor is repeating history with Bitcoin and will face the same fate. I look forward to creating a new

How a bad day looks to a long term investor: Perspective is everything 🧘‍♂️

Fed Chair Powell has caved: In 1 month, the Fed will CUT rates and blame a "weaker labor market." Meanwhile, we now have PPI inflation growth at a 3-year high and CPI inflation above 2% for 53-STRAIGHT months. Don't own assets? You will be left behind. Here's why. (a thread)

Price to Earnings Ratio (TTM) Palantir: 487 Tesla: 197 NVIDIA: 57 Netflix: 51 Microsoft: 37 Amazon: 35 Apple: 35 S&P: 29 Meta: 27 Google: 22 Price to Sales Ratio (TTM) Palantir: 117 NVIDIA: 30 Microsoft: 13 Tesla: 13 Netflix: 13 Meta: 11 Apple: 8 Google: 7 Amazon: 3.7 S&P: 3.2

Death, Taxes, and Printing Money...

Just doing some thinking. What do you think?

Who’s hungry?

Yikes 😬🔥