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@HedgieMarkets Avatar @HedgieMarkets Hedgie

Hedgie posts on X about investment, open ai, microsoft, goldman sachs the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX% countries XXXXX% currencies XXXX% cryptocurrencies XXXX%

Social topic influence investment 9.09%, open ai #1016, microsoft #433, goldman sachs #26, market cap #204, money 3.64%, meta #4413, bank of #145, bank of america 3.64%, china XXXX%

Top accounts mentioned or mentioned by @tmlutas @dimas_davi94790 @arty_burton @0xleto @herrhayek @10009nyny @andre212nyc @infowarriobob @josephdeka @thunderswitch @katiedidnot29 @megormsby @elliewong1 @jamesmdowns @alx3000s @mojo_flyin @puhaardev1 @dr_contango @imjustherehm @progressief_lib

Top assets mentioned Microsoft Corp. (MSFT) Goldman Sachs (GS) Bank of America (BAC) Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Oklo Inc. (OKLO)

Top Social Posts #

Top posts by engagements in the last XX hours

"🦔 The AI bubble evidence is now overwhelming. OpenAI needs "trillions" for infrastructure while burning $XXX billion through 2029 on $X billion annual revenue. They're valued at $XXX billion having never made a profit. Even their chairman admits "we're in a bubble and a lot of people will lose a lot of money." The Circular Money Game Nvidia invests $XXX billion in OpenAI who uses it to buy Nvidia chips. Meta borrows $XX billion for a data center the size of Manhattan. Companies that previously mined crypto are now AI infrastructure plays. This isn't investment it's musical chairs with"
X Link @HedgieMarkets 2025-10-06T23:04Z 11.3K followers, 93.4K engagements

"🦔 AI data centers are creating a memory and storage shortage that could last a decade with SSD and RAM prices already climbing fast. OpenAI's Stargate project alone has deals for 900000 DRAM wafers monthly representing XX% of global output while Samsung's next-gen NAND is sold out before it even launches. The Supply Chain Squeeze Memory manufacturers learned from past boom-bust cycles and are deliberately constraining supply while redirecting capital to high-margin HBM production for AI rather than consumer products. Micron's entire 2026 HBM output is already committed and every wafer"
X Link @HedgieMarkets 2025-10-13T18:16Z 11.3K followers, 3044 engagements

"🦔 Data center electricity demand is driving up power bills for everyone with residential rates rising XX% since 2020 and households in Ohio already paying an extra $XX monthly due to data center infrastructure costs. Carnegie Mellon analysis projects electricity bills will rise X% nationwide by 2030 with some areas like Virginia seeing XX% increases. The Demand Explosion Data centers consumed X% of US electricity in 2023 but could reach XX% within three years. Five-year electricity demand forecasts have increased nearly fivefold from XX GW to XXX GW with Texas alone adding XX GW to its 2029"
X Link @HedgieMarkets 2025-10-16T19:06Z 11.3K followers, 4593 engagements

"🦔 Sam Altman just committed over $X trillion to AI infrastructure in the past month alone while OpenAI lost $X billion in the first half of 2025 despite doubling revenue. Only X% of ChatGPT's XXX million users pay for subscriptions and Altman admits profitability isn't in his "top ten concerns" despite the company's desperate search for new revenue streams. The Revenue Reality Check OpenAI can't convince XX% of users that ChatGPT is worth $XX monthly yet they're planning to spend more than many countries' GDP on infrastructure. The company is now exploring advertising monetizing Sora video"
X Link @HedgieMarkets 2025-10-16T23:04Z 11.3K followers, 58.8K engagements

"🦔 S&P downgraded France from AA- to A+ in an unscheduled move marking the second major rating agency to strip France of its double-A rating in just over a month. French bond futures dropped while the French-German yield spread widened to nearly XX basis points surpassing lower-rated countries like Greece and Portugal. The Political Chaos Driver The downgrade stems from France's "most severe political instability since the founding of the Fifth Republic in 1958" according to S&P. Prime Minister Lecornu survived no-confidence votes only by suspending Macron's pension reforms the very measures"
X Link @HedgieMarkets 2025-10-20T20:11Z 11.3K followers, 1905 engagements

"🦔 Data center water consumption quadrupled from 4500 cubic meters in 2021 to over 18000 cubic meters in 2025 showing the exponential resource demands of AI infrastructure scaling. This Scottish Water data reveals how quickly digital infrastructure can strain regional water supplies with consumption nearly doubling just between 2024 and 2025. The Acceleration Pattern The chart shows steady increases from 2021-2023 then sharp acceleration in 2024-2025 as AI workloads intensified. This mirrors the token processing explosion at companies like Google where usage jumped from XXX trillion to 1.3"
X Link @HedgieMarkets 2025-10-20T20:24Z 11.3K followers, 9775 engagements

"🦔 A planned AI data center in Wyoming could consume 5x more electricity than the state's entire population of 590000 residents with initial XXX gigawatt capacity scalable to XX gigawatts. The mystery tenant could be Microsoft Meta or OpenAI but the facility would consume 15.8TWh annually while the full expansion would exceed the state's total electricity generation. The Scale Problem Wyoming already exports two-thirds of its generated electricity but this single data center would dwarf residential consumption by orders of magnitude. The facility needs dedicated energy production using gas"
X Link @HedgieMarkets 2025-10-20T22:08Z 11.3K followers, 8350 engagements

"🦔 Nvidia's $XXX trillion market cap now exceeds the combined value of every publicly traded bank in the US and Canada at $XXX trillion. This visualization starkly illustrates how AI speculation has created valuations that dwarf entire financial sectors with one chip company worth more than JPMorgan Bank of America Wells Fargo Goldman Sachs and hundreds of other banks combined. The Circular Investment Problem The discussion reveals the core issue: AI companies are essentially investing in each other at inflated valuations. Nvidia invests in OpenAI which buys Nvidia chips while OpenAI signs"
X Link @HedgieMarkets 2025-10-21T01:18Z 11.3K followers, 4455 engagements

"🦔 I want to explain what this China trade data reveals about the broader economic realignment happening globally because it shows the tariff strategy is working exactly as intended while creating new challenges. The XX% drop in Chinese exports to the US reflects the success of tariff policies in reducing import dependence on China. This is a massive shift that forces American businesses to find alternative suppliers or bring production home which aligns with the reshoring goals we've discussed. However the XXXX% jump in Chinese shipments to ASEAN and XX% increase to Africa shows China is"
X Link @HedgieMarkets 2025-09-08T18:02Z 11.2K followers, 4505 engagements

"🦔 I want to explain what these bank unrealized losses actually mean and why the comparison to 2008 needs important context. The $XXX billion in unrealized losses reflects the mathematical reality that when interest rates rise existing bonds lose value on paper. Banks bought long-term securities when rates were near zero and now those bonds are worth less as rates climbed above 4%. This is an accounting issue not necessarily a solvency crisis like 2008. The key difference is these are unrealized losses on securities holdings not realized losses from bad loans to unqualified borrowers. As long"
X Link @HedgieMarkets 2025-09-16T17:05Z 11.3K followers, 6351 engagements

"🦔 Let me explain what happened with these auto sector bankruptcies a few weeks back. First Brands and Tricolor both collapsed and I see warning signs for the broader economy. Why Car Loans Tell the Story People protect car payments above almost everything else because they need vehicles for work. When auto delinquencies hit record highs families are genuinely struggling. Used cars still cost $25000+ insurance is up sharply and X% loans mean $500+ monthly payments that many can't afford. The Split Economy Wealthy households benefit from rising stocks and home values while working families"
X Link @HedgieMarkets 2025-10-01T18:21Z 11.2K followers, 3954 engagements

"🦔 I've been doing research on AI water consumption and the numbers I'm finding add another layer to the bubble dynamics we've been discussing. ChatGPT's training alone consumed 185000 gallons of water while accounting for X% of the local utility's supply during peak months. The Resource Constraint Reality A typical user session with 10-50 prompts uses about half a liter but multiply that by billions of daily queries and Goldman Sachs projecting a XXX% jump in data center capacity by 2030 and you get a physical bottleneck that financial models aren't pricing in. Global AI could consume XXX to"
X Link @HedgieMarkets 2025-10-09T16:34Z 11.2K followers, 3908 engagements

"🦔 JPMorgan's $XX billion rare earth investment announcement just triggered massive moves in the sector with some stocks jumping over XX% in premarket trading. This represents Wall Street finally waking up to the national security implications of China's supply chain dominance we've been discussing. The Strategic Shift JPMorgan's new 10-year initiative to "finance and invest in industries critical to national economic security" signals that rare earth supply chains are now viewed as financial and security assets rather than just industrial inputs. When major investment banks commit this kind"
X Link @HedgieMarkets 2025-10-13T17:12Z 11.3K followers, 3962 engagements

"@InfowarrioBOB 🦔The "too big to fail" playbook is already being written when JPMorgan commits $XX billion to critical infrastructure sectors"
X Link @HedgieMarkets 2025-10-13T20:57Z 11.2K followers, 9400 engagements

"@PowderkegPro99 🦔Robot slaves require the same impossible infrastructure scaling we're discussing plus manufacturing capacity that doesn't exist"
X Link @HedgieMarkets 2025-10-13T20:58Z 11.3K followers, 11.5K engagements

"@Marco20307855 🦔 The dot-com comparison is perfect as we're building massive overcapacity based on revenue projections that won't materialize"
X Link @HedgieMarkets 2025-10-13T20:58Z 11.2K followers, 16.2K engagements

"🦔 Scientists who actually work with AI are growing more skeptical of it not less. A new Wiley survey shows that while AI usage among researchers jumped from XX% to XX% trust in the technology dropped significantly across multiple categories in 2025 compared to 2024. The Trust Erosion Concerns about AI hallucinations rose from XX% to XX% of scientists surveyed despite AI supposedly becoming more advanced. Anxiety over security privacy ethics and transparency all increased. Most telling was the massive drop in perceived AI capabilities where scientists believed AI surpassed human abilities in"
X Link @HedgieMarkets 2025-10-14T16:04Z 11.2K followers, 18.7K engagements

"🦔 Wall Street analysts are warning about a nuclear bubble as AI power demand drives massive investment into advanced nuclear startups that haven't delivered a single watt of electricity to the grid. Investment in nuclear companies hit an all-time high in 2024 surpassing the previous XX years combined but Bank of America just downgraded several companies citing disconnects between valuations and reality. The Power Demand Driving The Bubble Data center electricity demand that was forecasted to arrive in XX years is now coming X times faster due to AI infrastructure buildout. The chart shows"
X Link @HedgieMarkets 2025-10-14T18:54Z 11.2K followers, 5448 engagements

"🦔 Goldman Sachs economists are warning about "jobless growth" becoming the new normal where GDP expands while hiring stagnates outside healthcare. Fed Governor Chris Waller confirmed that "job growth has probably been negative the last few months" meaning the central bank isn't meeting its employment mandate even as the economy appears healthy on paper. The AI Productivity Paradox Goldman expects most future growth to come from AI-driven productivity improvements rather than job creation with demographic trends like aging populations and lower immigration constraining labor supply. The share"
X Link @HedgieMarkets 2025-10-15T14:42Z 11.2K followers, 9502 engagements

"🦔 AI companies are burning billions with no path to profitability while Nvidia hits $XXX trillion in market cap selling shovels to miners who can't find gold. The economics are "brutal" across the industry from startups to tech giants with revenues barely registering on balance sheets despite massive infrastructure spending. The Technical Economics Are Backwards Companies are using reinforcement learning to fight hallucinations which drives resource needs up rather than down. Meanwhile demand is shifting toward even more expensive text-to-video models like Sora X creating a cost spiral where"
X Link @HedgieMarkets 2025-10-15T18:42Z 11.2K followers, 20K engagements

"🦔 Bitcoin dropped from $126251 to around $109000 in a week once again failing to act as the "digital gold" safe haven asset that crypto advocates promised. The selloff coincided with broader market stress from US-China trade tensions and credit concerns showing Bitcoin still trades as a risk asset rather than a hedge against market turmoil. The Safe Haven Myth While traditional havens like gold and silver hit fresh highs during the market stress Bitcoin fell XXX% in the week ending October XX its worst performance since March. The timing is particularly telling as major crypto players like"
X Link @HedgieMarkets 2025-10-17T14:36Z 11.2K followers, 3930 engagements

"🦔 OpenAI just reversed course on allowing "mature apps" after Sam Altman previously boasted that ChatGPT didn't host "sexbots" now permitting sexual content except involving minors. This shift reveals OpenAI's revenue pressure with only X% of ChatGPT's XXX million users paying for subscriptions while the company faces lawsuits over ChatGPT driving users to suicide and murder. The Engagement Desperation Altman previously acknowledged that adding sexual content would "boost engagement" and now he's pursuing exactly that strategy despite obvious reputational risks and ongoing mental health"
X Link @HedgieMarkets 2025-10-17T17:12Z 11.2K followers, 2590 engagements

"🦔 Data center spending has become so massive that it's now contributing more to US GDP growth than consumer spending for the first time in history. The Magnificent Seven tech giants spent over $XXX billion on data centers in just the past three months with Microsoft Google Amazon and Meta forecasting a record $XXX billion in capital investment for 2025. The Economic Engine Shift AI data center expenditure is approaching X% of total US GDP by itself surpassing consumer spending's contribution to growth. Paul Kedrosky notes this capex boom has reached XX% of the peak railroad spending as a"
X Link @HedgieMarkets 2025-10-14T23:21Z 11.3K followers, 14K engagements

"🦔 I've been digging into the AI data center economics and a hedge fund manager just discovered something that confirms my worst fears about this bubble. Harris Kupperman initially thought data centers were financially questionable but after talking to industry insiders he realized the situation is catastrophically worse. What I Found Most Alarming Kupperman originally assumed data center components would depreciate over XX years but learned from two dozen senior professionals that the actual lifespan is just 3-10 years due to rapid technology advances. His revised calculations show the"
X Link @HedgieMarkets 2025-10-13T18:43Z 11.3K followers, 431.7K engagements

"🦔 The Federal Reserve Bank of Dallas just included "Singularity: Extinction" scenarios in their economic forecasts complete with charts showing gradual GDP decline over a decade if AI becomes malevolent. When central bankers start modeling human extinction alongside inflation projections we've officially entered peak bubble territory. The Chart That Says Everything I'm looking at a Fed chart with lines for "Singularity: Benign scenario" and "Singularity: Extinction" that treats AGI outcomes like weather forecasts. The extinction scenario shows a gradual GDP decline over 10+ years suggesting"
X Link @HedgieMarkets 2025-10-14T14:16Z 11.3K followers, 4449 engagements

"🦔 The IMF just warned about $XXX trillion in bank exposures to hedge funds and private credit representing about X% of total loan books with some banks holding exposures worth more than five times their capital. This shadow banking interconnectedness creates systemic risks that could amplify any market downturn. The Hidden Leverage Problem I'm particularly concerned that over XX% of total banking assets now come from lenders with non-bank exposures exceeding their tier one capital buffers. Banks are chasing higher returns by lending to private credit funds because these loans deliver better"
X Link @HedgieMarkets 2025-10-14T15:25Z 11.3K followers, 14.2K engagements

"🦔 An analyst from MacroStrategy Partnership just published findings that the AI bubble is XX times larger than the dot-com bubble and X times bigger than the 2008 housing crisis. Using economist Knut Wicksell's analysis methods Julien Garran calculated the scale based on investment levels versus actual economic returns revealing a bubble that dwarfs previous financial disasters. The Debt Connection We Missed While many assumed AI companies were growing through equity financing making the bubble isolated from the broader economy Goldman Sachs found that $XXX billion of this year's $500"
X Link @HedgieMarkets 2025-10-14T22:37Z 11.3K followers, 237.5K engagements

"🦔 The AI bubble has spawned an energy bubble where zero-revenue companies have ballooned to over $XX billion in collective value based on hopes that tech companies will eventually buy their non-existent power. Oklo Sam Altman's nuclear startup has risen 8x this year to a $XX billion market cap despite having no operating license no binding contracts and no expected revenue until 2028. The Scale of Speculation Fermi valued at $XX billion on debut plans to build XX gigawatts of power capacity but has only secured equipment for X% of that goal with zero customer contracts. Only two no-revenue"
X Link @HedgieMarkets 2025-10-15T15:48Z 11.3K followers, 53.7K engagements

"🦔 Regional banks are facing a perfect storm of credit problems with commercial real estate loans comprising XX% of their portfolios versus just XX% for large banks. Office loan delinquencies have hit XXXX% approaching 2008 crisis levels while over $X trillion in CRE loans must refinance by year-end in a higher-rate environment. The Fraud Factor Recent disclosures reveal deeper problems beyond market stress. Zions Bancorporation disclosed $XX million in provisions and $XX million in write-offs related to alleged loan fraud from its California division while Western Alliance faced similar"
X Link @HedgieMarkets 2025-10-16T20:31Z 11.3K followers, 110K engagements

"🦔 Auto loans have transformed from the safest consumer credit to among the riskiest with delinquencies rising over XX% since 2010 as car prices soared above $50000 and interest rates topped 9%. Even prime borrowers with good credit are missing payments faster than subprime consumers showing this crisis spans all income levels. The Affordability Breakdown New car prices have jumped XX% since 2019 with average monthly payments hitting $XXX and one in five borrowers paying over $1000 monthly. The average auto loan balance has grown XX% since 2010 outpacing all other credit products as consumers"
X Link @HedgieMarkets 2025-10-17T15:48Z 11.3K followers, 4079 engagements

"🦔 Fifth Third conducted a "house-to-house" search through 120000 vehicle loans after Tricolor's collapse and found only two additional cases of potential collateral fraud suggesting the subprime auto lender's scheme may have been more contained than initially feared. The bank's thorough VIN-by-VIN review helped calm investor fears with shares recovering XXX% after Thursday's selloff. The Fraud Investigation Results Chief Credit Officer Greg Schroeck called Tricolor "clearly a fraud" but emphasized the bank's comprehensive review found minimal additional exposure beyond the already disclosed"
X Link @HedgieMarkets 2025-10-17T20:37Z 11.3K followers, 8498 engagements

"🦔 Microsoft is ending Windows XX support to force users into Windows XX which they're now "rewriting around AI" with Copilot taking over the taskbar and requiring voice commands like "Hey Copilot" The company admits it wants to create "truly the AI PC" where the system can "act on your behalf" through features that monitor your screen and perform tasks automatically. The Forced Migration Strategy Nearly half a billion machines can't run Windows XX creating massive e-waste as perfectly functional computers get discarded. Users face paying for extended Windows XX security updates or upgrading"
X Link @HedgieMarkets 2025-10-17T22:39Z 11.3K followers, 5716 engagements

"🦔 China reported XXX% GDP growth in Q3 slightly beating expectations but showing clear economic strain beneath the surface. While booming exports helped hit the headline number retail sales grew at the slowest pace since November and fixed-asset investment contracted for the first time since 2020 revealing weak domestic demand. The Export Dependency Problem China's growth is increasingly reliant on record exports of manufactured goods to global markets masking underlying weaknesses in domestic consumption and investment. Infrastructure investment expanded only XXX% in the first nine months"
X Link @HedgieMarkets 2025-10-20T17:45Z 11.3K followers, 1681 engagements

"🦔 Microsoft's data center in Mexico faces serious local pushback as residents report water shortages lasting weeks power outages affecting medical care and stomach bugs with hepatitis cases spreading through contaminated water. Despite corporate denials officials plan XXX gigawatts of additional capacity over five years while locals pay for private water trucks and lose food to power surges. The Infrastructure Strain Local residents face weeks without water forcing school closures while medical facilities can't treat patients due to power outages. The timing correlates with the data center's"
X Link @HedgieMarkets 2025-10-20T18:05Z 11.3K followers, 21.2K engagements

"🦔 University of Michigan survey data shows unemployment expectations hitting levels "never this bad outside recessionary periods since 1978" according to Goldman Sachs analysis. The pattern reveals a key insight: AI tech spending is the only factor preventing a technical recession with GDP measuring money circulation between AI companies rather than genuine economic activity. The AI GDP Illusion AI companies are moving massive amounts of money between themselves propping up GDP numbers while everywhere else shows recessionary conditions. This circular financing creates artificial economic"
X Link @HedgieMarkets 2025-10-21T16:38Z 11.3K followers, 6197 engagements