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@PauloMacro "Elon Musks xAI is nearing a $XX billion funding round including up to $X billion in equity from Nvidia tied to GPU purchases for its Colossus X data center in Memphis. The financing split between $XXX billion in equity and $XXXX billion in debt will use a special-purpose vehicle backed by Nvidia chips offering Wall Street a new model for AI infrastructure financing. If Nvda sells off despite this"
X Link @PauloMacro 2025-10-08T05:28Z 173.7K followers, 22.2K engagements

"Love how everybody I talk to say not an issue"
X Link @PauloMacro 2025-10-01T01:38Z 173.7K followers, 21.9K engagements

"Nah bruv just buy NVDA they dont use rare earths right"
X Link @PauloMacro 2025-10-09T16:41Z 173.6K followers, 42.3K engagements

"2/ That suggests that they earned $1.5mn on the balance of May/June cash AND all of Aprils cash. Assuming it was only earned on April cash at XXXX% Tbills that suggests the average cash balance in April was $740mn. WHAT IS WRONG WITH THIS COMPANY. $tsla $tslaq"
X Link @PauloMacro 2019-07-24T22:04Z 173.7K followers, XX engagements

"At this point I am largely convinced that Trump is gonna fire Powell regardless of what courts say and deal with the fallout later. I do not say this lightly or for effect. Clear as day to me this is coming. So I made a meme which I will resurface later this year as a reminder"
X Link @PauloMacro 2025-04-17T00:32Z 173.7K followers, 163.1K engagements

"So people are missing something here. The K economy has a twist. Those in the upper middle are watching the zombies clamber up the wall and try to grab their ankles (AI job insecurity in white collar etc). The rich X% dont move the needle for Ferrari. They buy toys regularly anyway. The delta is the aspirationals. The 1-10% bro who has a windfall or wants to reach for a flex. Thats where the miss is"
X Link @PauloMacro 2025-10-09T20:22Z 173.7K followers, 241.7K engagements

"The number of examples in this thread are disconcerting"
X Link @PauloMacro 2025-10-11T19:31Z 173.7K followers, 46.4K engagements

"1/. Refreshing the interest income work from January (below) - if we assume the 2.4bln net proceeds fro May X sat in the bank at avg 3M Tbill of XXXX% in May and June thats interest income of $8.9mn. The total interest income for 2Q was $10.4mn"
X Link @PauloMacro 2019-07-24T22:04Z 173.7K followers, XX engagements

"Ok - I dont reflexively trade every single Economist cover as a high conviction contra but last weeks cover (left) and this weeks cover (right) is just impossible to ignore. 1/3"
X Link @PauloMacro 2023-08-25T13:18Z 173.7K followers, 453.1K engagements

"Helluva asset class diversification"
X Link @PauloMacro 2025-10-10T23:18Z 173.6K followers, 41.2K engagements

"Paging @agnostoxxx GAG"
X Link @PauloMacro 2025-10-01T00:23Z 173.7K followers, 37.8K engagements

"As a buddy put it to me: 5x in something bitcoin related is asking for another XIV volmageddonepisode But sure why not -- it's 1997 right"
X Link @PauloMacro 2025-10-15T05:03Z 173.7K followers, 27.5K engagements

"Gotta get up and dance bro"
X Link @PauloMacro 2025-10-15T12:59Z 173.7K followers, 35.9K engagements

"Disconcerting how many of these I am getting 👇"
X Link @PauloMacro 2025-10-11T19:00Z 173.7K followers, 40.9K engagements

"You guys are gonna keep making me use this"
X Link @PauloMacro 2025-09-30T19:05Z 173.7K followers, 15.6K engagements

"I guess. I mean were-2% off ATH with Markets In Turmoil. But if they go there it gets really easy. Gold goes $8k bid USD goes offered bonds implode. Lets run the experiment"
X Link @PauloMacro 2025-10-17T00:51Z 173.7K followers, 32.2K engagements