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@HedgieMarkets Avatar @HedgieMarkets Hedgie

Concerns are growing about the financial stability of companies heavily investing in AI, particularly those with significant debt and unproven profitability. Many experts warn of a potential bubble, citing the large amounts of money being spent on AI infrastructure and the lack of clear returns on investment. Layoffs and economic uncertainty are also on the rise, with some fearing a recession.

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Social Influence

Social category influence finance XXXXX% technology brands XXXXX% stocks XXXXX% countries XXX% social networks XXXX% cryptocurrencies XXXX% exchanges XXXX%

Social topic influence ai 22.22%, debt #390, microsoft #1049, meta 4.63%, bubble #505, bank 4.63%, fed #720, open ai #1070, level 3.7%, the first XXX%

Top accounts mentioned or mentioned by @oldf500cfo @underdogcap25 @biswaskali46268 @noruserious @tvc15dm @pbaron9tx @dasvee @smrahmad7 @crypto_bard1337 @observathor1 @bluestats_one @theworststink @tombardy4 @yoemsri @jupiteroceansun @cryptobard1337 @bluestatsone @malikasfriend @polymarket @grok

Top assets mentioned Microsoft Corp. (MSFT) Bank of America (BAC) Goldman Sachs (GS) HSBC Holdings PLC (HSBC) Coinbase Global, Inc. (COIN) Salesforce Inc (CRM) Alphabet Inc Class A (GOOGL) Dell Technologies, Inc. (DELL) Bitcoin (BTC) USDC (USDC) General Motors Company (GM) Crowdstrike Holdings Inc (CRWD) Morgan Stanley (MS) IBM (IBM)

Top Social Posts

Top posts by engagements in the last XX hours

"🦔AI adoption at work has fallen and now sits at XX% of Americans according to Census Bureau data. Adoption has fallen sharply at the largest businesses employing over XXX people. Other surveys show stagnation too: one found AI use at work dropped from XX% in June to XX% in September. Another found daily AI use at work went from XXXX% to XXXX% over a year. A fintech firm tracking corporate spending found AI use soared to XX% in early 2025 before leveling off. Why It Matters Big tech will spend $X trillion on AI infrastructure through 2030. To make those investments worthwhile they need around"
X Link 2025-12-01T20:25Z 21.6K followers, 321.4K engagements

"🦔I came across this credit card delinquency map and had to share it because the regional differences are stark. Mississippi leads at XX% followed by Louisiana at XX% and Alabama at 31%. The Deep South dominates the worst rates with several neighboring states exceeding 25%. Meanwhile states like Iowa (14%) and Florida (14%) show the lowest delinquency rates. The Midwest and Northeast mostly sit between 15-21%. My Take Over a third of credit card accounts in Mississippi went 30+ days past due in just one quarter. Louisiana and Alabama aren't far behind. Credit cards are usually the first thing"
X Link 2025-12-03T02:25Z 21.6K followers, 73.9K engagements

"🦔HSBC built a model to figure out if OpenAI can actually pay for all the compute it's contracted. The answer is no. OpenAI has committed to $XXX billion in cloud compute from Microsoft and $XX billion from Amazon bringing contracted compute to XX gigawatts. Based on total deal value of up to $XXX trillion HSBC estimates OpenAI is heading for data center rental bills of about $XXX billion a year though only a third of that capacity comes online by 2030. The Math HSBC projects OpenAI's cumulative rental costs at $XXX billion through 2030 rising to $XXX trillion by 2033. Against that they"
X Link 2025-11-27T00:16Z 21.6K followers, 1M engagements

"🦔US factory activity contracted for the ninth straight month in November. The ISM manufacturing index fell XXX points to XXXX below the XX level that separates expansion from contraction. Orders contracted at the fastest pace since July while backlogs shrank by the most in seven months. Factory employment contracted more steeply. The Details The prices paid index picked up for the first time in five months and sits about X points higher than a year ago. Eleven manufacturing industries contracted in November led by apparel wood products paper and textiles. Only four industries reported growth"
X Link 2025-12-01T19:49Z 21.6K followers, 3392 engagements

"🦔I came across a Financial Times deep dive on Silicon Valley's "network state" movement where tech billionaires are funding projects to build their own cities and countries. There are now about XXX "start-up societies" in the works with some receiving hundreds of millions in venture capital from Peter Thiel Marc Andreessen Sam Altman and Coinbase CEO Brian Armstrong. The concept is to gather online communities and buy land to establish physical homelands marketed as the "ultimate exit" from "failing" US institutions and democracy. The Projects Balaji Srinivasan former Coinbase CTO started a"
X Link 2025-12-10T01:14Z 21.6K followers, 13K engagements

"🦔Hedge fund giants are moving into private credit right as the sector shows cracks. Steve Cohen's Point72 is raising at least $X billion Millennium is raising $X billion and Jain Global raised $XXX million. They believe their ability to price risk and recruit talent gives them an edge in markets traditionally dominated by Blackstone Ares and Apollo. The Challenge Private credit boomed to $XXX trillion since 2008. But the skills that make great liquid-credit managers speed and derivatives don't translate to private lending where relationships matter and returns take years. Direct lending"
X Link 2025-11-12T17:21Z 21.6K followers, 3994 engagements

"🦔Oracle's five-year credit default swap spread jumped XXXX basis points Friday to XXXXXX basis points the biggest move since December 2021. CDS prices usually rise as investor confidence in credit quality falls. Worries that Oracle's rising leverage may push its credit ratings into junk territory plus hedging related to tens of billions in AI debt financing are driving the surge. The AI Spending Oracle alongside OpenAI and SoftBank is spearheading Stargate a project to invest $XXX billion to build AI infrastructure. About XX banks are supplying a roughly $XX billion project finance loan to"
X Link 2025-11-14T22:52Z 21.6K followers, 8756 engagements

"🦔Insurance companies are betting over XX% of their money on private loans that get rated in secret by people paid by the borrowers themselves. UBS Chair Colm Kelleher accused insurers of ratings shopping calling it "a looming systemic risk." More than half of US life insurers' least liquid hardest-to-value holdings carry private ratings issued without public disclosure. What's Happening Global private assets hit $XX trillion in 2023 more than doubling over five years and are projected to nearly double again by 2030. Insurance companies have been taking on more risk to boost returns. Recent"
X Link 2025-11-19T13:41Z 21.6K followers, 9649 engagements

"🦔A Harris Poll found that XX% of Americans earning six figures say their income isn't a milestone for success but the bare minimum for staying afloat. Among those making $200000 or more half have used buy now pay later for purchases under $XXX XX% rely on credit cards to make ends meet and XX% have delayed medical care because of cost. The survey found XX% have pretended Venmo or Zelle wasn't working to dodge a payment. How They're Coping Six-figure earners are using tactics typically associated with people struggling financially. XX% are doing or considering side hustles XX% are selling"
X Link 2025-11-26T14:42Z 21.5K followers, 130.6K engagements

"🦔Black Friday online spending hit a record $XXXX billion up XXX% from last year according to Adobe Analytics. AI-driven traffic to retail sites soared XXX% compared to last year as shoppers used chatbots to compare prices and find deals. Salesforce reported AI and agents influenced $XXXX billion in online sales globally on Black Friday with $X billion from the US alone. The Details Hot sellers included LEGO sets Pokemon cards Nintendo Switch PlayStation X Apple AirPods and KitchenAid mixers. Nearly half of shoppers surveyed said they used or plan to use AI for holiday shopping. Cyber Monday"
X Link 2025-11-29T18:48Z 21.5K followers, 9751 engagements

"🦔Oracle has become the credit market's barometer for AI risk. The cost to insure against Oracle defaulting tripled in recent months to a near three-year high. Trading volume on Oracle's credit default swaps ballooned to $X billion over seven weeks ending November XX up from $XXX million in the same period last year. The stock has lost about a third of its value since September XX. Why Oracle Oracle is central to the AI buildout but has weaker credit grades than Microsoft or Alphabet. It's a key player in the $XXX billion Stargate project alongside OpenAI and SoftBank. A club of about 20"
X Link 2025-11-30T23:10Z 21.6K followers, 11.7K engagements

"🦔Two of China's largest private property data providers stopped releasing monthly home sales figures at the government's request. China Real Estate Information Corp. and China Index Academy were told by the housing bureau to suspend public disclosure until further notice. Financial institutions that pay for the data can still access it if they keep it confidential. The Timing The move came after China Vanke long considered one of the sector's healthier firms sought to postpone bond repayment for the first time last week. In October the available data showed new home sales for the top 100"
X Link 2025-12-01T21:23Z 21.6K followers, 9535 engagements

"🦔Real estate investors bought one-third of all single-family homes sold in Q2 2025 up from XX% in Q1 and the highest percentage in five years. While the share is higher the raw numbers are lower. Investors bought 16000 fewer homes than a year ago but overall home sales were much weaker which accounts for the gain in investor share. Investors continue to own about XX% of the XX million single-family homes in the country. Who's Buying and Selling Small investors (10 properties or less) account for over XX% of the investor market. Large institutional investors with 1000+ properties make up just"
X Link 2025-12-02T16:35Z 21.6K followers, 5056 engagements

"🦔YouTube's tool to help creators remove AI deepfakes also gives Google permission to train AI models on their biometric data according to intellectual property experts. To use the "likeness detection" feature creators must upload a government ID and a biometric video of their face. Google's privacy policy states that public content including biometric information can be used "to help train Google's AI models and build products and features." What YouTube Says A YouTube spokesperson told CNBC that Google has never used creators' biometric data to train AI models and is reviewing the language"
X Link 2025-12-03T00:11Z 21.6K followers, 6846 engagements

"🦔Dell says roughly a billion PCs are still running Windows XX despite Microsoft ending mainstream support in October. During Dell's latest earnings call COO Jeffrey Clarke said XXX million Windows machines are too old to run Windows XX while another XXX million are capable but haven't upgraded yet. StatCounter data shows Windows XX installed on XXXXX% of desktops compared to Windows 11's 53.79%. The Upgrade Problem Windows XX launched in late 2021 with strict hardware requirements that prevent many seemingly capable machines from installing it forcing users to buy new hardware instead."
X Link 2025-12-04T02:37Z 21.6K followers, 19.2K engagements

"🦔Microsoft Teams is rolling out automatic location tracking in January 2026 that will inform employers when workers connect to office Wi-Fi. The feature will be off by default with administrators deciding whether to enable it. The update automatically shows which building employees are in as soon as they connect. The Context Surveys show many workers would rather take pay cuts or quit than work in offices full-time. At least one survey indicated employees feel more productive at home. A study from earlier this year found the most productive workers spend nearly two and a half hours resting"
X Link 2025-12-04T18:04Z 21.6K followers, 6483 engagements

"🦔Logitech CEO Hanneke Faber called current AI hardware "a solution looking for a problem that doesn't exist." This comes from the same person who last month said AI agents should be in every board meeting to improve productivity. AI-focused consumer hardware has largely failed. The Humane Ai Pin launched at $XXX with a $XX monthly subscription got scathing reviews and Humane shut down the business after being bought by HP. The Rabbit R1 promised to perform tasks like a human but was called "barely reviewable" by Marques Brownlee. Some Rabbit employees reportedly haven't been paid in months."
X Link 2025-12-04T20:06Z 21.6K followers, 8624 engagements

"🦔Meta is considering cutting the metaverse group's budget by as much as XX% next year which would likely include layoffs as early as January. The cuts would hit Meta Horizon Worlds and its Quest VR unit. The metaverse group was asked to cut deeper because Meta hasn't seen the industry-wide competition it expected. Reality Labs has lost more than $XX billion since early 2021. Meta shares jumped as much as XXX% after the news. The Shift In 2021 Zuckerberg rebranded Facebook around the metaverse and started spending heavily. He has largely stopped mentioning it publicly instead focusing on AI"
X Link 2025-12-05T00:27Z 21.6K followers, 3559 engagements

"🦔A China-based hacking group called ShadyPanda infected over XXX million computers through browser extensions on Chrome and Edge. The extensions were legitimate for years before being updated with malicious code in 2024. One called Clean Master had 200000+ users and held Google's 'Featured' and 'Verified' badges. Another called WeTab has X million installs and is still live on Microsoft Edge along with four others. The malicious code turned extensions into spyware that collected browsing data and sent it in real time to servers in China. What to Do Open Chrome or Edge and navigate to"
X Link 2025-12-05T22:45Z 21.6K followers, 5228 engagements

"@bluestats_one 🦔If that's pricing in weak long-term growth alongside sticky near-term inflation stagflation is the right word for it"
X Link 2025-12-08T02:05Z 21.6K followers, XXX engagements

"🦔Researchers found that YouTube users are adopting words like "underscore" "comprehend" "bolster" "swift" "inquiry" and "meticulous" after ChatGPT's release. Reddit moderators of subreddits like r/AmItheAsshole say they're struggling to detect AI posts because humans are now writing like AI. One mod explained: "AI is trained off people and people copy what they see other people doing. People become more like AI and AI becomes more like people." The Evidence UK Parliament members were accused of using ChatGPT to write speeches because they kept using "I rise to speak" an American phrase used"
X Link 2025-12-08T18:26Z 21.6K followers, 5207 engagements

"🦔Paramount launched a hostile takeover bid for Warner Bros. at $XX per share in cash on Monday just days after Warner Bros. agreed to a deal with Netflix. Paramount's offer values Warner Bros. at $XXXXX billion including debt compared to Netflix's $XXXXX in cash and stock. The key difference: Paramount wants the entire company while Netflix only wants the studios and streaming business letting Warner Bros. spin off cable networks like CNN TNT and Discovery Channel first. The Battle Paramount argues its $XX cash offer is superior and gives shareholders $XX billion more than Netflix. But"
X Link 2025-12-08T19:34Z 21.6K followers, 4227 engagements

"@UnderdogCap25 🦔The incentive problem is on the money. Rating agencies get paid by the companies issuing the debt so they have every reason to be generous with ratings. The SEC oversees them but clearly not well enough if they're already investigating Egan-Jones"
X Link 2025-12-09T15:49Z 21.6K followers, XX engagements

"🦔Commercial real estate transaction volume turned negative year-over-year in October for the first time since the post-Fed rate hike recovery began in early 2024. October saw $XXXX billion in sales about XX% of October 2019 levels. Moody's said the negative growth reflects a "stalemate between buyers and sellers" with high interest rates and economic uncertainty lengthening the recovery. Multifamily had the biggest pullback down XX% from last year. Office buildings continue getting sold at steep discounts or converted to other uses. New York Life bought a distressed Manhattan office building"
X Link 2025-12-09T15:57Z 21.6K followers, 2137 engagements

"@dasvee 🦔I agree. Rotating from NVIDIA to the companies that make delivery boxes for AI chips isn't diversification it's still full exposure to AI spending. If the bubble pops secondary suppliers get hit just as hard or worse because demand dries up entirely"
X Link 2025-12-10T15:22Z 21.6K followers, XX engagements

"🦔Regional U.S. banks flagged bad loan and fraud issues this week triggering broad selloffs. Zions disclosed $XX million in losses Western Alliance initiated a fraud lawsuit Fifth Third booked $XXX million in losses tied to Tricolor's bankruptcy and JPMorgan wrote off $XXX million. The KBW Regional Banking Index dropped XXX% this year while large-cap banks are up 15.9%. The Credit Deterioration Pattern Zions CEO said private credit carries the highest risk of losses given high growth and light regulation. Morningstar DBRS notes "asset quality metrics across banks have been deteriorating."
X Link 2025-10-22T20:13Z 21.6K followers, 5578 engagements

"🦔Car repossessions are on track to hit X million in 2025 matching Great Recession levels and making it the third-worst year on record. Q2 alone saw 706393 repossessions the largest Q2 volume ever recorded. Auto loan delinquencies are at their highest since 2010 with subprime rates at the worst since 1994. The Squeeze Average new car prices hit $50000 for the first time in September 2025. Monthly payments average $XXX for new cars at XXX% interest and $XXX for used at 11.54%. Insurance costs rose XX% from 2020 to mid-2024. Car parts inflation is up 11-12% this year. RDN projects Q3 could see"
X Link 2025-12-04T14:14Z 21.6K followers, 9168 engagements

"🦔Bitcoin is struggling to turn recent good news into a rebound dipping below $90000 Tuesday before fighting to stay above that level. This comes despite supportive signals: the CFTC cleared Bitcoin Ether and USDC as eligible collateral for derivatives trades Michael Saylor's Strategy made its biggest Bitcoin purchase since July and Vanguard opened access to crypto funds. The market is still reeling from the October XX flash crash when over $XX billion in crypto bets liquidated in hours. Spot trading volumes across tokens on major exchanges have fallen XX% since January highs. Market depth"
X Link 2025-12-09T19:24Z 21.6K followers, 2101 engagements

"🦔The compensation dynamic is real and it typically shows up late in cycles when people are chasing harder to maintain performance. Leveraged products work great on the way up but turn into forced selling on the way down which is why liquidation cascades can be so violent once momentum shifts"
X Link 2025-12-09T23:07Z 21.6K followers, XXX engagements

"@Malikas_Friend 🦔I'm waiting to launch my singing career now as a hedgehog"
X Link 2025-12-10T22:34Z 21.6K followers, XXX engagements

"🦔Oracle's stock lost $XXX billion in market value since announcing a $XXX billion deal with OpenAI on September XX effectively wiping out more value than the entire market cap of General Motors twice over. The company's credit default swaps hit a three-year high as investors question Oracle's debt-financed bet on a single customer. The Structure Oracle's net debt already sits at XXX times EBITDA after more than doubling since 2021 and analysts expect it to nearly double again by 2030. The company is spending $XX billion in capex this fiscal year with consensus estimates at $XX billion"
X Link 2025-11-18T18:41Z 21.6K followers, 47.6K engagements

"🦔CrowdStrike found that DeepSeek-R1 produces code with severe security vulnerabilities up to XX% more often when prompts contain topics sensitive to the Chinese Communist Party. Mentioning Tibet Uyghurs or Falun Gong in a system prompt caused the AI to generate insecure code even though those words had nothing to do with the actual coding task. What They Found At baseline DeepSeek-R1 produced vulnerable code in XX% of cases. When told it was coding for a financial institution "based in Tibet" that jumped to 27.2%. In one test DeepSeek hard-coded secret values used insecure methods for user"
X Link 2025-11-27T19:31Z 21.6K followers, 5858 engagements

"🦔Meta is hiding $XX billion in AI infrastructure debt off its balance sheet using special purpose vehicles echoing the financial engineering that triggered Enron's collapse and the 2008 mortgage crisis. Morgan Stanley estimates tech firms will need $XXX billion from private credit in off-balance-sheet deals by 2028. UBS notes AI debt building at $XXX billion per quarter "raises eyebrows for anyone that has seen credit cycles." The Structure Off-balance-sheet debt through SPVs or joint ventures is becoming the standard for AI data center deals. Morgan Stanley structured Meta's $XX billion in"
X Link 2025-11-06T00:16Z 21.6K followers, 1.8M engagements

"🦔AI data centers are crushing the US aluminum industry by outbidding smelters for electricity. Aluminum smelters need 10-20 year power contracts at $30-40 per megawatt-hour to operate profitably. Amazon and Microsoft are willing to pay over $XXX per megawatt-hour. Alcoa is now considering selling assets to Big Tech companies that might get more use out of the power generation equipment than the aluminum it produces. The Problem Producing one metric ton of aluminum requires about XX megawatt-hours of electricity enough to power an average US home for nearly a year and a half. A new domestic"
X Link 2025-11-28T17:30Z 21.6K followers, 223.7K engagements

"🦔The US options market is heading for a sixth straight year of record volume but industry leaders are growing nervous about concentration risk. The top five clearing members contribute almost half of the Options Clearing Corp's roughly $XX billion default fund. Bank of America Goldman Sachs and ABN Amro handle most positions from market makers who take the other side of almost every options trade. OCC processes over XX million contracts daily during busy periods. The Concern Cboe's CEO said "I do worry about" concentration risk in clearing noting his own experience with the MF Global"
X Link 2025-11-30T21:28Z 21.6K followers, 5657 engagements

"🦔Two new studies found serious flaws in how AI models reason through problems which matters more as they're used for medical advice therapy and tutoring. Stanford researchers tested XX leading AI models and found they struggle to distinguish between users' beliefs and facts. While newer models like OpenAI's O1 scored 90%+ on factual verification all models struggled when users reported false beliefs in first-person. Newer models scored only XX% accuracy older ones 52%. The Medical Problem Researchers at the University of Hong Kong tested six multi-agent AI systems (where multiple AI agents"
X Link 2025-12-02T22:22Z 21.6K followers, 20.2K engagements

"🦔Bank of America says the AI boom isn't heading for a 2000-style bubble burst but warns investors should brace for an "air pocket." The five hyperscalers issued $XXX billion in debt this year to fund AI infrastructure four times their average annual debt from the past five years with another $XXX billion expected in 2026. IBM CEO Arvind Krishna said there's no way to get a return: "$8 trillion of capex means you need roughly $XXX billion of profit just to pay for the interest." What This Means AI infrastructure supply increased over 1000% from 2024 to 2025. Data center capex surged 53%"
X Link 2025-12-04T00:30Z 21.6K followers, 23.7K engagements

"🦔Wall Street is lending trillions to AI companies while simultaneously buying insurance against those same loans going bad. Oracle's debt protection costs have hit 2008 financial crisis levels. Trading of Oracle credit default swaps (insurance against defaults) jumped to $X billion over nine weeks versus $XXX million last year. Protecting $XX million of Microsoft debt now costs $34000 annually versus $20000 in mid-October. The Risk Transfer Global bond issuance hit $XXXX trillion in 2025. Hyperscalers are expected to spend at least $X trillion on AI infrastructure. Morgan Stanley held talks"
X Link 2025-12-05T16:55Z 21.6K followers, 18.2K engagements

"🦔A review of XX studies with nearly 100000 participants found heavy short-form video consumption (TikTok Reels Shorts) was associated with poorer attention spans impulse control plus increased depression anxiety and loneliness. ADHD diagnoses are rising with X in X children diagnosed by 2022. Researchers are asking whether some diagnoses might actually be impacts from video use. What Researchers Say Studies from multiple countries found associations between consumption and attention problems memory disruption and cognitive fatigue. One pediatric endocrinologist called it "video games and TV"
X Link 2025-12-05T23:29Z 21.6K followers, 15K engagements

"🦔Apple is undergoing its biggest personnel shake-up in decades. In the past week heads of AI interface design general counsel and governmental affairs all stepped down. All four reported directly to Tim Cook. Johny Srouji senior VP of hardware technologies and architect of Apple's in-house chips told Cook he's seriously considering leaving to join another company. AI talent has been fleeing to Meta OpenAI and startups hampering Apple's efforts to catch up in artificial intelligence. The Exodus Much of Apple's departing AI talent has flowed to Meta. Robby Walker who oversaw Siri left in"
X Link 2025-12-06T22:38Z 21.6K followers, 13.4K engagements

"🦔This week's newsletter is out: The Disconnect Deepens. The S&P XXX is up XXXX% year-to-date but the bond market is flashing warning signs. Fed cuts rates while Treasury yields rise. Goldman says AI investment looks like 1997. The top XX% do half of consumer spending while car repos hit X million. Read it here:"
X Link 2025-12-08T18:08Z 21.6K followers, 6277 engagements

"🦔Japan's economy shrank XXX% annualized in Q3 worse than the initial XXX% estimate and the first contraction in six quarters. Business spending and housing investment came in weaker than preliminary figures. Prime Minister Sanae Takaichi unveiled a XXXX trillion ($114 billion) stimulus package the largest fresh spending since the pandemic including utility subsidies tax cuts and wage support for smaller firms. The government estimates the package will lift GDP by XXX percentage points per year for three years. The BOJ Decision Overnight-indexed swaps show a XX% chance of a Bank of Japan rate"
X Link 2025-12-08T20:40Z 21.6K followers, 5515 engagements

"🦔Apple shares tumbled XX% through June 2025 as investors complained about its lack of an AI strategy. That reversed with the stock soaring XX% since then while Meta and Microsoft tumbled into the red and even Nvidia underperformed. The S&P XXX is up XX% in that time. Apple now has a $XXX trillion market cap and the second biggest weight in the S&P XXX leaping over Microsoft and closing in on Nvidia. The shift reflects the market questioning the hundreds of billions Big Tech is throwing at AI development plus Apple's positioning to benefit when the technology is ready for mass use without the"
X Link 2025-12-09T18:10Z 21.6K followers, 3520 engagements

"🦔The Bureau of Labor Statistics released revised schedules following the 2025 government shutdown. BLS will not publish October 2025 Employment Situation Consumer Price Index Real Earnings Job Openings and Labor Turnover Producer Price Index or several other reports. The agency could not collect October reference period survey data due to the lapse in appropriations and is unable to retroactively collect the data. Some October establishment survey data will be published with November data where possible but household survey data from the Current Population Survey were not collected and will"
X Link 2025-12-09T19:46Z 21.6K followers, 3963 engagements

"🦔Investors have plowed $XXX billion into leveraged ETFs the highest amount in history. Leveraged ETFs use derivatives and debt to amplify returns typically offering 2x or 3x the daily performance of an underlying index. They can be both long and short positions. The total stock market cap is $XXX trillion so leveraged ETFs represent about XXX% of the market. My Take Leveraged ETFs at record highs shows how much risk people are taking to chase returns. These products amplify both gains and losses so when the market moves against you losses pile up fast. What concerns me is this happening"
X Link 2025-12-09T22:11Z 21.6K followers, 10.9K engagements

"🦔Major investors are shifting from hyped AI stocks into potential next-in-line winners reviving a strategy from the 1990s dotcom era. A study showed hedge funds rode the dotcom bubble skillfully beating the market by XXX% per quarter from 1998-2000 and avoiding the worst downturn. They shed high-priced internet stocks in time to recycle profits into others before less sophisticated investors caught on. The Strategy Amundi's multi-asset head said "what we are doing is what worked from 1998 to 2000" looking for growth opportunities the market missed with moves into software robotics and Asian"
X Link 2025-12-09T23:44Z 21.6K followers, 11.4K engagements

"🦔US power demand from data centers is expected to reach XXX gigawatts by 2035 according to BloombergNEF a XX% upward revision from its April outlook. Texas data center capacity is expected to more than double by 2035 reaching XX gigawatts. Data center expansion could start straining the Texas power grid as soon as 2028 even as the state adds solar and battery storage. Solar energy in Texas is projected to triple in the next decade and power storage is expected to quadruple to XX gigawatts by 2035. The 2035 projection is still conservative compared to estimates from Goldman Sachs BCG and"
X Link 2025-12-10T16:56Z 21.6K followers, 6240 engagements

"🦔Trump is reportedly considering eliminating federal taxes on gambling winnings. This follows passage of the One Big Beautiful Bill Act earlier this year which removed federal taxes on tips and overtime pay. No formal proposal has been announced yet. According to the American Gaming Association nearly XX% of American adults gambled in the past year. About XX% visited a physical casino while XX% placed sports bets. How It Works Now Under current IRS rules all gambling winnings are taxable income including cash and non-cash prizes like trips or cars. Anyone who wins more than $XXX must be"
X Link 2025-12-10T19:06Z 21.6K followers, 2663 engagements

"🦔Mark Zuckerberg's $XXX million mega yacht Launchpad runs on four diesel engines that burn about XXX gallons of fuel per hour emitting XX tons of CO over that same period. In nine months between 2024 and 2025 the yacht burned over 528000 gallons of diesel fuel producing more than 5300 tons of carbon emissions equivalent to nearly XXX US households over one year. The yacht is accompanied by a $XX million support ship called Wingman that carries smaller boats a submarine and a helicopter. Zuckerberg worth roughly $XXX billion has been an outspoken advocate for climate policies including the"
X Link 2025-12-11T00:45Z 21.6K followers, 25.6K engagements

"@BiswasKali46268 @Polymarket 🦔 Hello Im not associated with that company though Thanks"
X Link 2025-12-11T05:23Z 21.6K followers, XXX engagements

"🦔Fed Chair Jerome Powell said federal jobs data could be overestimating job creation by up to 60000 jobs per month. Official figures show 40000 jobs added monthly since April but the real number could be negative 20000 per month. The problem involves the birth-death model which estimates jobs when businesses open or close and has overstated job creation by hundreds of thousands annually. Powell said "the labor market is under pressure where job creation may actually be negative." My Take Powell just admitted the job numbers might be completely wrong. If we're not gaining 40000 jobs per month"
X Link 2025-12-11T19:14Z 21.6K followers, 1996 engagements

"🦔JPMorgan Chase CEO Jamie Dimon said AI will eliminate jobs but people will have other jobs if they develop the right skills. "My advice to people would be critical thinking learn EQ emotional intelligence learn how to be good in a meeting how to communicate how to write. You'll have plenty of jobs." Anthropic CEO Dario Amodei warned AI could erase up to half of all white-collar jobs over the next five years. Walmart CEO Doug McMillon said "AI is going to change literally every job." Amazon Web Services CEO Matt Garman said "you're going to want to be creative critical thinking and flexible."
X Link 2025-12-11T22:17Z 21.6K followers, 3307 engagements

"🦔Japan's 40-year government bond just hit an all-time high yield and the yen is approaching the 160-to-dollar level where the Bank of Japan has said they'll intervene. This matters for everyone because the yen carry trade where investors borrow cheap yen to buy risky assets globally is unwinding. When that happens those assets get sold to cover positions. What's Happening For nearly a decade Japan kept rates negative trying to create inflation. That made borrowing yen essentially free so banks pension funds and insurance firms borrowed yen to buy US treasuries stocks and other assets. Now"
X Link 2025-11-24T23:38Z 21.6K followers, 29.9K engagements

"🦔Meta is building a $XX billion data center in Louisiana and neither the data center nor the debt will appear on its balance sheet. The company moved the project into a joint venture where Meta owns XX% and Blue Owl Capital funds own 80%. A holding company called Beignet Investor sold $XXXX billion in bonds mostly to Pimco. Meta will rent the data center for up to XX years starting in 2029 but structured the lease to start with a four-year term with renewal options. How It Works The lease structure lets Meta use "operating lease" treatment instead of "finance lease" which would make it look"
X Link 2025-11-26T16:54Z 21.6K followers, 290.5K engagements

"🦔Fear of AI job displacement has nearly doubled in a year. XX% of US workers now worry about losing their jobs to AI up from around XX% last year according to KPMG. A Federal Reserve Bank of St. Louis study found "a striking correlation" between AI prevalence and unemployment increases since 2022 particularly in tech sectors. The authors wrote "we may be witnessing the early stages of AI-driven job displacement." The Tension CFOs are split on what AI means for headcount. XX% view job cuts as the clearest way to show ROI on AI spending while XX% disagree calling it short-sighted. XX% of"
X Link 2025-12-01T00:26Z 21.6K followers, 4176 engagements

"🦔Amazon data centers in Morrow County Oregon are accelerating nitrate contamination in drinking water according to a Rolling Stone investigation. Some wells now show nitrate concentrations as high as XX parts per million which is XX times Oregon's limit of X ppm and seven times the federal limit. The rise in nitrates has been linked to a surge in rare cancers and miscarriages. How It Works Amazon's data centers pull tens of millions of gallons annually from the Lower Umatilla Basin aquifer to cool equipment. That water gets funneled to the local wastewater system which pumps it onto area"
X Link 2025-12-01T23:42Z 21.6K followers, 45.1K engagements

"🦔American AI startups are increasingly using free Chinese open-source models like DeepSeek's R1 and Alibaba's Qwen instead of expensive US systems from OpenAI and Anthropic. NBC spoke to over XX founders and engineers who said Chinese models are cheaper more customizable and now sufficiently capable. Dayflow founder says XX% of users choose open-source models and paying for closed-model usage can cost up to $1000 per person. Of the top XX models in coding app Kilo Code seven are Chinese. The Numbers Chinese models now closely approach or match leading American closed models in many domains."
X Link 2025-12-03T23:33Z 21.6K followers, 45.1K engagements

"🦔Goldman Sachs says the AI boom now looks like tech stocks did in 1997 several years before the dot-com bubble burst. The bank flagged five warning signs from the late 1990s investors should watch: peak investment spending falling corporate profits rising corporate debt Fed rate cuts and widening credit spreads. The Warnings Today Investment spending: Amazon Meta Microsoft Alphabet and Apple are on track to spend $XXX billion on capex in 2025. Corporate profits: S&P XXX margins at XXXX% above the five-year average of 12.1%. Corporate debt: Meta raised $XX billion in bonds in October. Most"
X Link 2025-12-06T19:46Z 21.6K followers, 33.7K engagements

"🦔The bond market's reaction to Fed rate cuts has been highly unusual. Ten-year Treasury yields have risen nearly half a percentage point to XXX% since the Fed started cutting in September and 30-year yields are up over XXX percentage points. Normally when the Fed cuts short-term rates long-term bond yields follow. The Fed has cut XXX percentage points to 3.75%-4% with another quarter-point cut expected Wednesday. Why It's Happening Markets priced in Fed cuts well before they started with 10-year yields peaking in late 2023. By cutting rates while inflation remains elevated the Fed is"
X Link 2025-12-08T01:49Z 21.6K followers, 22.3K engagements

"🦔Mortgage delinquency is worsening across most of the country with rates ranging from X% to nearly XX% depending on the city according to WalletHub. The firm found XX of the XXX largest US cities saw delinquency rates rise between Q1 and Q2 2025 as elevated mortgage rates high home prices and cost-of-living pressures strained household finances. Laredo Texas posted the highest share at XX% with a nearly X% quarter-over-quarter increase. Detroit ranked second at nearly XX% up XX% in the latest quarter. Newark New Jersey placed third at close to XX% with a X% quarter-to-quarter surge. My Take"
X Link 2025-12-08T21:45Z 21.6K followers, 65.8K engagements

"🦔US student loan debt hit a peak of $XXXX trillion in 2024 then fell to $XXXX trillion in 2025 YTD. Not because the system improved but because borrowing is collapsing. Meanwhile XX colleges have closed since 2022 including XX in 2024 alone. Over XX institutions shut down since 2020. The Philadelphia Fed warns as many as XX colleges could permanently close by the end of the 2025-26 school year. Pew Research shows XX% of Americans think the higher education system is headed in the wrong direction up from XX% in 2020. Tuition has more than doubled over XX years. Americans owe $XXXX trillion in"
X Link 2025-12-08T23:49Z 21.6K followers, 6198 engagements

"🦔US job openings rose to XXXX million in October the highest level in five months and well above the XXXX million economist estimate. The figure ticked up from XXXX million in September. Both monthly figures were delayed due to the government shutdown. My Take This number doesn't match what we're seeing everywhere else in the labor market. Small businesses just cut 120000 jobs in November the worst drop since pandemic lockdowns. October layoffs hit 153074 highest for that month in XX years. Seasonal retail hiring came in at a 15-year low. So how are job openings suddenly jumping to a"
X Link 2025-12-09T16:52Z 21.6K followers, 3111 engagements

"🦔SpaceX is moving ahead with an IPO that would seek to raise significantly more than $XX billion targeting a valuation of about $XXX trillion for the entire company. That would make it the biggest listing of all time surpassing Saudi Aramco's $XX billion record in 2019. SpaceX is targeting mid-to-late 2026 for the listing though timing could slip to 2027 based on market conditions. The company expects to produce around $XX billion in revenue in 2025 increasing to $22-$24 billion in 2026 with the majority from Starlink. SpaceX plans to use some IPO funds to develop space-based data centers"
X Link 2025-12-10T00:39Z 21.6K followers, 2700 engagements

"🦔Oracle shares fell about XX% after reporting capital expenditures of $XX billion in the quarter up from $XXX billion prior. Analysts expected $XXXX billion. Cloud sales increased XX% to $XXXX billion while infrastructure gained XX% to $XXXX billion. Both missed estimates. Oracle now expects capex will reach $XX billion in fiscal 2026 a $XX billion increase from September's forecast. Free cash flow reached negative $XX billion. The company has about $XXX billion in debt. My Take Oracle is spending faster than revenue is coming in and investors are getting nervous. They went from $XXX billion"
X Link 2025-12-11T15:32Z 21.6K followers, 2734 engagements

"🦔OpenAI warned its upcoming AI models could pose a "high" cybersecurity risk potentially developing zero-day exploits or assisting with complex intrusion operations. The company is investing in defensive tools and implementing access controls infrastructure hardening and monitoring. OpenAI will introduce tiered access for qualifying cyberdefense users and establish the Frontier Risk Council advisory group. My Take OpenAI just admitted their upcoming models could develop zero-day exploits which are vulnerabilities nobody knows about yet and extremely valuable for cyberattacks. When the"
X Link 2025-12-11T20:53Z 21.6K followers, 1766 engagements

"🦔Oracle's credit default swap spreads have shot up to around XXX basis points the most expensive on record after its latest earnings reignited worries about AI spending and borrowing. Oracle has just over $XXX billion in debt and has become a bellwether for sentiment toward AI as bubble concerns grow. Daily notional average CDS trading on Oracle hit $XX million in Q3 up XXX% from this point last year. By comparison Nvidia CDS trade around XX bps and Meta around XX bps. What This Means Credit default swaps are insurance against bond issuer default. The spread is measured in basis points with"
X Link 2025-12-12T01:40Z 21.6K followers, 2662 engagements