#  @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. ### Engagements: [-------] [#](/creator/twitter::1898261963601575936/interactions)  - [--] Week [---------] +66% - [--] Month [---------] +168% - [--] Months [----------] +1,599% ### Mentions: [--] [#](/creator/twitter::1898261963601575936/posts_active)  - [--] Week [---] -0.88% - [--] Month [---] +76% - [--] Months [---] +78% ### Followers: [------] [#](/creator/twitter::1898261963601575936/followers)  - [--] Week [------] +6.80% - [--] Month [------] +19% - [--] Months [------] +348% ### CreatorRank: [------] [#](/creator/twitter::1898261963601575936/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 42.98% [technology brands](/list/technology-brands) #957 [stocks](/list/stocks) #3571 [countries](/list/countries) 6.61% [cryptocurrencies](/list/cryptocurrencies) 4.96% [financial services](/list/financial-services) #1563 [gaming](/list/gaming) 2.48% [products](/list/products) 2.48% [social networks](/list/social-networks) 2.48% [automotive brands](/list/automotive-brands) 2.48% **Social topic influence** [ai](/topic/ai) #660, [open ai](/topic/open-ai) #298, [microsoft](/topic/microsoft) #110, [investment](/topic/investment) 8.26%, [debt](/topic/debt) #330, [up to](/topic/up-to) #584, [anthropic](/topic/anthropic) #162, [money](/topic/money) 6.61%, [meta](/topic/meta) #770, [more than](/topic/more-than) 5.79% **Top accounts mentioned or mentioned by** [@artkeller](/creator/undefined) [@grok](/creator/undefined) [@neuralamp4ever](/creator/undefined) [@urbit](/creator/undefined) [@thinkingsapien](/creator/undefined) [@gruust](/creator/undefined) [@1coastaljournal](/creator/undefined) [@dylanruffo](/creator/undefined) [@tatele10](/creator/undefined) [@rokomijic](/creator/undefined) [@leheresiarch](/creator/undefined) [@zchat_app](/creator/undefined) [@ronrice_](/creator/undefined) [@ellipticbitopts](/creator/undefined) [@bencbai](/creator/undefined) [@modelcorp](/creator/undefined) [@wavesnshapes](/creator/undefined) [@themisterkhan](/creator/undefined) [@oh_behave_john](/creator/undefined) [@slasten3826](/creator/undefined) **Top assets mentioned** [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Tesla, Inc. (TSLA)](/topic/tesla) [Thomson Reuters Corporation (TRI)](/topic/thomson-reuters) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Core Scientific, Inc. Common Stock (CORZ)](/topic/core-scientific) ### Top Social Posts Top posts by engagements in the last [--] hours "🦔 Oxford Economics just dropped a report saying companies aren't actually replacing workers with AI at any significant scale. They suspect firms are "dressing up layoffs as a good news story" because telling investors you're cutting jobs for AI sounds better than admitting you overhired or demand is weak. The numbers back this up. AI was cited as the reason for [-----] U.S. job cuts in the first [--] months of [----] but that's only 4.5% of total reported layoffs. Job losses from "market and economic conditions" were four times larger at [------]. And in a labor market where 1.5-1.8 million workers" [X Link](https://x.com/HedgieMarkets/status/2010874938794918082) 2026-01-13T00:42Z 28.4K followers, 276.2K engagements "🦔 Waymo's "self-driving" taxis are being guided by workers in the Philippines. During a Congressional hearing Waymo's chief safety officer admitted that when vehicles encounter tricky situations they send requests to human operators overseas who view real-time camera feeds and help determine what lane to pick or propose paths for the vehicle to consider. Waymo says the operators "provide guidance" but don't "remotely drive" the vehicles. The software is "always in charge of the dynamic driving tasks." Senator Ed Markey wasn't buying it: "Having people overseas influencing American vehicles" [X Link](https://x.com/HedgieMarkets/status/2019844541868822639) 2026-02-06T18:44Z 28.4K followers, 43.7K engagements "🦔Hedge fund giants are moving into private credit right as the sector shows cracks. Steve Cohen's Point72 is raising at least $1 billion Millennium is raising $5 billion and Jain Global raised $600 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 $1.7 trillion since [----]. 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](https://x.com/HedgieMarkets/status/1988658297751367700) 2025-11-12T17:21Z 28.3K followers, [----] 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 $250 billion in cloud compute from Microsoft and $38 billion from Amazon bringing contracted compute to [--] gigawatts. Based on total deal value of up to $1.8 trillion HSBC estimates OpenAI is heading for data center rental bills of about $620 billion a year though only a third of that capacity comes online by [----]. The Math HSBC projects OpenAI's cumulative rental costs at $792 billion through [----] rising to $1.4 trillion by [----]. Against that they" [X Link](https://x.com/HedgieMarkets/status/1993836166563676184) 2025-11-27T00:16Z 27.1K followers, 1M engagements "🦔President Trump said he is taking steps to ban large institutional investors from buying single-family homes arguing corporate ownership has pushed housing out of reach for Americans. "People live in homes not corporations" Trump said. Invitation Homes the largest renter of single-family homes in the US tumbled 7%. Blackstone dropped over 4% and Apollo Global Management declined over 4%. Trump did not provide details on how the ban would be implemented. The national median existing single-family home price was $426800 in Q3 [----] after hitting a record high of $435300 in the summer." [X Link](https://x.com/HedgieMarkets/status/2008995184197910882) 2026-01-07T20:12Z 27.8K followers, [----] engagements "🦔 OpenAI's Stargate project is reportedly set to consume up to 40% of global DRAM output. That's not a typo. One company's AI project could eat nearly half the world's memory chip production. RAM prices have already tripled or quadrupled in the past six months with SSDs that cost $200 now running $700. Xbox sales are down 70% year over year partly because console prices are getting squeezed by component costs. Meanwhile OpenAI is losing $12 billion a quarter while making under $20 billion in annual revenue. Only 5% of their [---] million users actually pay for subscriptions. My Take The math" [X Link](https://x.com/HedgieMarkets/status/2010724196830126089) 2026-01-12T14:43Z 26.7K followers, 37.7K engagements "🦔 Amazon just called its $475 million investment in Saks "worthless" and is threatening to seek an examiner or trustee if the bankruptcy financing plan isn't changed. Saks acquired Neiman Marcus for $2.7 billion in December [----]. Amazon invested on the condition that Saks would sell products on Amazon's website and pay at least $900 million in referral fees over eight years. Less than a year later Saks filed for Chapter [--]. Amazon says the company "burned through hundreds of millions of dollars" and ran up hundreds of millions more in unpaid invoices to retail partners. My Take Amazon" [X Link](https://x.com/HedgieMarkets/status/2011992301397295498) 2026-01-16T02:42Z 28.1K followers, 19K engagements "🦔 The spread between corporate bonds and US Treasuries just hit its lowest level since [----]. That means investors are demanding almost no extra yield to hold corporate debt instead of government debt. The gap is under 0.9% down from over 2% in late [----]. My Take This can be read two ways and neither is particularly comforting. Either corporate credit is so strong that companies are nearly as safe as the US government or Treasuries have lost some of their safe-haven premium. Given the federal debt trajectory and recent ratings downgrades I'd lean toward the latter doing some of the work here." [X Link](https://x.com/HedgieMarkets/status/2012342357790699803) 2026-01-17T01:53Z 27.4K followers, 15.8K engagements "🦔 A group of Princeton researchers is calling Big Tech's extraction of human attention "human fracking." The analogy: just as oil companies pump high-pressure chemicals into the ground to force out petroleum tech companies pump endless streams of addictive content into our faces to force out attention which they collect and sell. 70% of the world's population now has a smartphone. Globally people spend close to half their waking hours looking at screens. Among young people in wealthy countries the number is higher. The essay argues this is "a world-spanning land-grab into human consciousness" [X Link](https://x.com/HedgieMarkets/status/2013393786257449271) 2026-01-19T23:31Z 26.9K followers, 150.4K engagements "🦔 A group of AI researchers from Berkeley Harvard Oxford Cambridge and Yale published a warning in Science about "AI swarms" coordinated networks of AI agents that infiltrate social media mimic human behavior and fabricate consensus. Nobel peace prize winner Maria Ressa and Taiwan's former digital minister Audrey Tang are among the authors. They say the technology could be deployed at scale by the [----] US election. In Taiwan AI bots have already been engaging citizens on Threads and Facebook pushing "information overload" and encouraging younger voters to stay neutral on China. One" [X Link](https://x.com/HedgieMarkets/status/2014790883585978430) 2026-01-23T20:02Z 26.5K followers, 44.2K engagements "🦔 Moody's released a risk assessment for the data center industry. Despite strong demand they flag a tightening cluster of concerns: overbuilding if AI adoption curves flatten technological obsolescence from rapid advances in chips and cooling regulatory scrutiny over power and water usage and balance sheet pressure from rising capital intensity and longer development timelines. Structured finance has become a major funding tool with over $9 billion in data center securitizations through April [----]. The report warns that if tenant demand falters or landlords have to spend heavily to avoid" [X Link](https://x.com/HedgieMarkets/status/2015196917328662954) 2026-01-24T22:56Z 26.6K followers, 12.2K engagements "🦔 CoreWeave is facing a class action lawsuit alleging securities violations between March and December [----]. The suit claims the company overstated its ability to meet customer demand and understated risks from reliance on a single data center supplier. The timeline: Core Scientific terminated its merger with CoreWeave in October after failing to get shareholder approval. In November CoreWeave cut revenue guidance citing "delays related to a third-party data center developer" and shares dropped 16% after the CEO admitted multiple data centers from the same provider were affected. In December" [X Link](https://x.com/HedgieMarkets/status/2015821754560594002) 2026-01-26T16:18Z 26.5K followers, [----] engagements "🦔 Japan's bond market just had its biggest shock in years. Bond yields which move opposite to prices surged so fast that one fund manager called it a "financial San Andreas fault-line" moment. The 30-year yield jumped more than a quarter point in a single day eight times the normal daily move. The selloff wiped out $41 billion in value. Treasury Secretary Bessent called Japan's finance minister to say the shock hit US markets too. Goldman Sachs estimates every significant move in Japan adds pressure to Treasury yields here which means higher mortgage rates and borrowing costs for Americans." [X Link](https://x.com/HedgieMarkets/status/2016145417801503176) 2026-01-27T13:45Z 27.5K followers, [----] engagements "🦔 Consumer confidence collapsed in January to the lowest level in [--] years. The Conference Board's index fell [---] points to [----] down from [----] in December. That's below even the depths of the pandemic when unemployment hit nearly 15%. Current unemployment is only 4.4%. The share of consumers saying jobs are "plentiful" dropped to 23.9% from 27.5% in December. Only 13.9% expect more jobs to be available in six months down from 17.4%. Survey responses skewed toward pessimism with elevated mentions of prices inflation grocery costs tariffs politics the labor market healthcare and war. My Take" [X Link](https://x.com/HedgieMarkets/status/2016216636907262170) 2026-01-27T18:28Z 26.9K followers, [----] engagements "🦔 Pinterest is laying off under 15% of its workforce roughly [---] employees based on its [----] headcount. The company said it's reallocating resources to AI-focused roles and prioritizing AI-powered products. It's also reducing office space. The restructuring will cost $35 million to $45 million and should be complete by September. Shares fell over 9% on the news. My Take The playbook is becoming familiar. Cut jobs announce AI pivot tell investors the money is being reallocated to transformation initiatives. Amazon did it last fall with [-----] corporate cuts. Now Pinterest is doing the same" [X Link](https://x.com/HedgieMarkets/status/2016326862914351173) 2026-01-28T01:46Z 26.5K followers, [----] engagements "🦔 Sam Altman said OpenAI is planning to "dramatically slow down" hiring because AI allows employees to do significantly more work than before. Speaking at a town hall Monday he said OpenAI isn't freezing hiring or moving away from human workers but wants to avoid aggressive hiring followed by layoffs if AI reduces the need for certain roles. "The right approach for us will be to hire more slowly but keep hiring" he said. My Take The CEO of the leading AI company just said out loud that AI means you need fewer people. Not in the future. Now. At the company building the tools. I've been" [X Link](https://x.com/HedgieMarkets/status/2016503527317606674) 2026-01-28T13:28Z 26.6K followers, 74.7K engagements "🦔 SoftBank is in talks to invest another $30 billion in OpenAI as part of a funding round that could raise up to $100 billion and value the company at $830 billion. This comes just a month after SoftBank completed a $41 billion investment for an 11% stake. Reuters reports SoftBank's CEO Masayoshi Son "scrambled to marshal the funds" for the previous investment slowing most other dealmaking at their Vision Fund to a crawl. Both companies are also investors in Stargate the $500 billion AI data center initiative. My Take Former Fidelity manager George Noble who spent decades in asset management" [X Link](https://x.com/HedgieMarkets/status/2016529311268753800) 2026-01-28T15:10Z 26.9K followers, [----] engagements "🦔 Amazon accidentally sent an internal email acknowledging "organizational changes" in its cloud unit apparently intended for after an official announcement. The company is expected to announce widespread layoffs across its corporate workforce as soon as this week with AWS and stores divisions among those impacted. This follows [-----] corporate layoffs announced in October. CEO Andy Jassy said the cuts were meant to reduce management layers and predicted last June that "efficiency gains from AI would shrink Amazon's corporate staff in the coming years." The company also announced it's" [X Link](https://x.com/HedgieMarkets/status/2016560150119928037) 2026-01-28T17:13Z 26.5K followers, [----] engagements "🦔 Court filings unsealed last week reveal Anthropic ran a secret project called "Project Panama" to "destructively scan all the books in the world." An internal document stated: "We don't want it to be known that we are working on this." The company spent tens of millions buying millions of books slicing off their spines scanning the pages then recycling them. Anthropic paid $1.5 billion to settle the copyright lawsuit in August. Authors whose books were downloaded can claim about $3000 per title. The filings also show Anthropic co-founder Ben Mann personally downloaded pirated books from" [X Link](https://x.com/HedgieMarkets/status/2016663582147060095) 2026-01-29T00:04Z 26.9K followers, 13.2K engagements "🦔 Tesla is ending production of the Model S sedan and Model X SUV. Elon Musk announced it on the earnings call Wednesday saying the final versions will be made next quarter. The factory space in Fremont will be converted to building Optimus robots. Musk called it "an honorable discharge" and said the company is "moving into a future that is based on autonomy." The Model S launched in [----] and is widely credited as the car that made EVs mainstream. The Model X followed as Tesla's second major vehicle. Both have seen sales flatten in recent years despite refreshes facing increased competition" [X Link](https://x.com/HedgieMarkets/status/2016690005767315648) 2026-01-29T01:49Z 26.9K followers, [----] engagements "🦔 Google Chrome is launching "autobrowsing" today for paid subscribers. Instead of just autofilling your credit card Chrome will now complete entire tasks for you: filling out PDFs renewing your driver's license researching trips booking reservations. You give it a task it browses the web autonomously and asks for your approval at the final step. Available for Google AI Pro ($19.99/month) or AI Ultra ($249.99/month). All Chrome users get a new Gemini AI sidebar that pulls from your Gmail and past conversations. My Take Last week Google announced AI Mode connecting to your Gmail and Photos." [X Link](https://x.com/HedgieMarkets/status/2016863901657506268) 2026-01-29T13:20Z 26.6K followers, 12K engagements "🦔 Nvidia Microsoft and Amazon are in talks to invest up to $60 billion in OpenAI according to The Information. Nvidia alone may put in $30 billion. This comes after SoftBank's $41 billion investment in December and their joint $500 billion Stargate data center project. The funding round would value OpenAI at $830 billion. My Take Follow the money in a circle. Nvidia sells chips to OpenAI. OpenAI pays with money raised from investors including Nvidia. Microsoft invests in OpenAI and counts Azure credits as OpenAI revenue. Amazon invests and OpenAI signs cloud deals with AWS. Everyone's" [X Link](https://x.com/HedgieMarkets/status/2016901016273223801) 2026-01-29T15:47Z 27.1K followers, 16.8K engagements "🦔 Microsoft dropped 12% after reporting a 66% year-over-year surge in data center spending hitting $37.5 billion in capex for the quarter. Cloud growth came in slower than expected despite beating on revenue and earnings. The buried detail: 45% of Microsoft's $625 billion book of future cloud contracts comes from OpenAI. That's roughly $280 billion in promised spending from a company burning $9 billion a year with no profitability until [----]. My Take Microsoft is spending $37.5 billion a quarter building infrastructure for AI. Their cloud business where that AI is supposed to generate" [X Link](https://x.com/HedgieMarkets/status/2017021188162408478) 2026-01-29T23:45Z 26.9K followers, 28.7K engagements "🦔 Apple acquired an Israeli startup specializing in imaging and machine learning for nearly $2 billion. It's Apple's second-largest acquisition ever after Beats. technology helps devices interpret whispered speech and improve audio in noisy environments. Apple has also developed tech that detects subtle facial muscle activity for potential use in Vision Pro. The deal brings "silent speech" capabilities closer to consumer devices. Online reaction included calls to boycott Apple and ditch iPhones. My Take I'll be honest the "silent speech" and facial muscle detection stuff does make me" [X Link](https://x.com/HedgieMarkets/status/2017224276517257482) 2026-01-30T13:12Z 26.6K followers, [----] engagements "🦔 Trump nominated Kevin Warsh to replace Jerome Powell as Fed Chair. Warsh [--] served on the Fed Board during the [----] financial crisis and called for "regime change" at the Fed in a CNBC interview last summer. If confirmed by the Senate he takes over in May when Powell's term expires. The nomination caps a process that included [--] candidates. Republican Senator Thom Tillis says he'll block all Fed nominees until a DOJ investigation into Powell is resolved. My Take Markets aren't panicking because Warsh has credibility from his crisis-era experience. He's seen as someone who understands how" [X Link](https://x.com/HedgieMarkets/status/2017258794447782248) 2026-01-30T15:29Z 27.2K followers, [----] engagements "🦔 OpenAI's Sora video generator saw usage drop 32% in January down from December's peak. Total consumer spending to date: $1.4 million across [---] million downloads. That's [---] cents per user. This month users spent $367000 down from $540000 in December. The US accounts for $1.1 million of the total. My Take OpenAI reportedly loses around $6 per video generated with Sora. They've made $1.4 million total from nearly [--] million downloads. The math doesn't work and the trend is going the wrong direction. This feels like Pokmon Go all over again. Novelty app gets massive initial interest everyone" [X Link](https://x.com/HedgieMarkets/status/2017394145539629293) 2026-01-31T00:27Z 27.6K followers, 30.8K engagements "🦔 Nvidia's planned $100 billion investment in OpenAI appears to be falling apart. The companies signed a memorandum of understanding in September [----] but sources told the Wall Street Journal that talks have largely stalled since then. Jensen Huang has been privately telling peers that the MOU isn't binding and is still subject to change. He's also been quietly criticizing OpenAI's lack of business discipline and expressing concern about competition from Anthropic and Google. One analyst predicts OpenAI could run out of cash by mid-2027. OpenAI may still receive tens of billions through a" [X Link](https://x.com/HedgieMarkets/status/2018045485764759973) 2026-02-01T19:35Z 27.6K followers, 11K engagements "🦔 Oracle announced Sunday it will raise $45-50 billion this year to build cloud infrastructure capacity. Half comes from equity sales including mandatory convertible preferred securities and up to $20 billion through an at-the-market equity program. The other half comes from a single bond issuance early this year. The company says it's building capacity for contracted demand from AMD Meta Nvidia OpenAI TikTok xAI and others. My Take I wrote about Oracle yesterday when reports surfaced they were considering cutting 20-30000 jobs and potentially selling Cerner to fund their $156 billion in" [X Link](https://x.com/HedgieMarkets/status/2018134523998064842) 2026-02-02T01:29Z 26.6K followers, 16K engagements "🦔 Chemical maker Dow is cutting [----] jobs about 12% of its workforce in a restructuring it calls "Transform to Outperform." The company says the cuts will provide a $2 billion boost in near-term revenue and cites AI and automation as part of the strategy. Shares rose 3% on the news. Dow reported an adjusted loss of [--] cents per share beating expectations of a [--] cent loss. My Take This isn't really an AI story. Dow posted a $2.4 billion net loss in [----] after a $1.1 billion profit in [----]. The chemical industry has been in a cyclical downturn for years with oversupply weak demand and" [X Link](https://x.com/HedgieMarkets/status/2018344524611793215) 2026-02-02T15:23Z 27.6K followers, [----] engagements "🦔 New newsletter just dropped Fed held steady Warsh nominated to replace Powell. But I think the real story is AI infrastructure showing cracks. The companies spending the most on AI are now facing the hardest questions. Full breakdown: http://hedgie.markets/p/hedgie-s-market-edge-february-2-2026 http://hedgie.markets/p/hedgie-s-market-edge-february-2-2026" [X Link](https://x.com/HedgieMarkets/status/2018382001137402266) 2026-02-02T17:52Z 27.5K followers, 10.7K engagements "🦔 Reuters reports OpenAI is "unsatisfied" with Nvidia's latest AI chips and has been seeking alternatives since last year citing eight sources familiar with the matter. The specific complaint involves inference performance. This comes right after the Wall Street Journal reported that Nvidia's planned $100 billion investment in OpenAI had stalled with Jensen Huang privately criticizing OpenAI's business discipline. OpenAI already announced deals with AMD and Broadcom in October for custom chips and accelerators. My Take Nvidia backs away from a $100 billion deal and suddenly OpenAI has eight" [X Link](https://x.com/HedgieMarkets/status/2018458774751916133) 2026-02-02T22:57Z 27.6K followers, 40.1K engagements "🦔 Elon Musk is merging SpaceX with his AI startup xAI ahead of a planned IPO that would value the combined company at $1.25 trillion. The deal was completed February 2nd according to Nevada public records. SpaceX was valued at $800 billion in a secondary share sale last year. xAI was valued at $230 billion after a $20 billion funding round earlier this year. Tesla also agreed last week to invest $2 billion into xAI. Reuters reported SpaceX generated an estimated $8 billion profit on $15-16 billion revenue in [----]. xAI is still burning cash trying to keep pace with OpenAI and Google. Musk" [X Link](https://x.com/HedgieMarkets/status/2018482819337420987) 2026-02-03T00:33Z 27.3K followers, [----] engagements "🦔 AI-generated content has flooded social media to the point that users are calling it "slop" and a backlash is growing. According to research from AI company Kapwing 20% of content shown to a fresh YouTube account is now low-quality AI video. On YouTube Shorts [---] of the first [---] clips shown to a new account were AI-generated. The top AI slop channel has [--] billion views and earns an estimated $4 million annually. Meta's Mark Zuckerberg called this social media's "third phase" and said the company is leaning further into AI content creation. YouTube's CEO acknowledged concerns about" [X Link](https://x.com/HedgieMarkets/status/2018500609842819298) 2026-02-03T01:43Z 26.6K followers, [----] engagements "🦔 Sony filed a patent for "LLM-Based Generative Podcasts for Gamers" that would use AI to create personalized podcasts voiced by PlayStation characters like Kratos or Ellie from The Last of Us. The system would pull data from your gaming profile and generate news content tailored to your interests delivered by a character from a game you've played. It could include video footage trailers and even "jokes at the video game player's expense." The patent was filed in [----] and just published on the WIPO platform. My Take I genuinely don't know who asked for this. The patent background says gaming" [X Link](https://x.com/HedgieMarkets/status/2018810478433333359) 2026-02-03T22:15Z 26.8K followers, [----] engagements "🦔 Cybersecurity firm Wiz found that Moltbook the "social network for AI agents" that went viral last week exposed private messages between agents email addresses of over [----] users and more than a million credentials. The vulnerability allowed anyone to post to the site bot or not. There was no verification of identity. Moltbook's creator Matt Schlicht said he "didn't write one line of code" for the site championing "vibe coding" where AI builds the program. Wiz cofounder Ami Luttwak called it a classic byproduct of that approach: "Although it runs very fast many times people forget the" [X Link](https://x.com/HedgieMarkets/status/2018839167237804242) 2026-02-04T00:09Z 26.9K followers, 13K engagements "🦔 OpenAI is shifting resources away from long-term research toward improving ChatGPT prompting departures of senior staff. Vice-president of research Jerry Tworek left after seven years saying he wanted to explore "types of research that are hard to do at OpenAI." Model policy researcher Andrea Vallone joined Anthropic. Economist Tom Cunningham left suggesting OpenAI was straying from impartial research to focus on work that promoted the company. Researchers who don't work on large language models are having compute requests denied or granted amounts insufficient to validate research. Teams" [X Link](https://x.com/HedgieMarkets/status/2018864332956688744) 2026-02-04T01:49Z 27.5K followers, 19.7K engagements "🦔 Chipotle reported fourth quarter earnings that beat expectations but traffic fell for the fourth straight quarter. Same-store sales declined 2.5% for the quarter and 1.7% for the full year marking the first annual decline since [----]. The company is guiding for flat same-store sales in [----]. Shares fell 11% after hours. The stock has lost about a third of its value over the past year. Chipotle's CEO said 60% of the chain's core customers earn over $100000 a year. The company is trying to raise prices slower than inflation and launched "protein cups" at $3.80 to attract customers looking for" [X Link](https://x.com/HedgieMarkets/status/2018877419378368635) 2026-02-04T02:41Z 27.6K followers, [----] engagements "🦔 Nearly [------] workers have been affected by layoffs in January [----] alone following [---] million job losses in [----]. Amazon has cut [-----] corporate roles since autumn. UPS is eliminating up to [-----] jobs this year after cutting [-----] in [----]. October [----] saw over [------] layoffs a 20-year high for that month. Layoff velocity is up 42% year over year compared to early [----]. My Take These aren't struggling companies. Amazon made $56.4 billion in profit in the first nine months of [----]. UPS reported $5.5 billion net income. They're cutting workers while posting record numbers. The framing is" [X Link](https://x.com/HedgieMarkets/status/2019211369690636359) 2026-02-05T00:48Z 27.6K followers, 35.8K engagements "🦔I hear the argument and there's something to it. But infrastructure cycles that look like bubbles sometimes turn out to just be bubbles. The dot-com crash wiped out companies laying fiber for traffic that eventually materialized but that didn't help the investors or workers who got burned in [----]. The question isn't whether AI has value. It's whether the current spending and valuations are justified by actual adoption and revenue. Right now the gap between the two keeps widening" [X Link](https://x.com/HedgieMarkets/status/2019505197920252296) 2026-02-05T20:15Z 27K followers, 12.8K engagements "🦔 "Rent now pay later" is on the rise. Companies like Flex Livble and now Affirm let renters split rent into multiple payments throughout the month. Flex has [---] million customers sending $2 billion a month through its system. The catch: one renter paying $1850/month was charged $33.49 to defer $500 for two weeks. That's an effective APR of 172%. Livble's fees translate to 104%-139% APR depending on how long you defer. Flex says its median customer has a [---] credit score. One in three works multiple jobs. My Take Rents are up 28% in five years. The Census Bureau says a large share of renter" [X Link](https://x.com/HedgieMarkets/status/2019815831681593682) 2026-02-06T16:49Z 27.4K followers, [----] engagements "@Dr_Gingerballs 🦔I think that's a fair point. The difference is who's doing the buying not the mechanics of the shortage. Either way it's demand outstripping supply" [X Link](https://x.com/HedgieMarkets/status/2019817322102550971) 2026-02-06T16:55Z 26.9K followers, [---] engagements "🦔The interconnected nature of it is what worries me the most. Nvidia sells to the hyperscalers the hyperscalers sign deals with OpenAI OpenAI pays with investor money some of which comes from Nvidia. Everyone's balance sheet depends on everyone else's. If one piece cracks the ripple effects go everywhere. https://twitter.com/i/web/status/2019818074677932070 https://twitter.com/i/web/status/2019818074677932070" [X Link](https://x.com/HedgieMarkets/status/2019818074677932070) 2026-02-06T16:58Z 27K followers, [--] engagements "🦔You might be right. Battery costs are still falling and the technology keeps improving. If they're writing down EV investments now only to reinvest in ICE that gets stranded in five years that's an even more expensive mistake. The timing of these transitions is brutal to get right. https://twitter.com/i/web/status/2020281977329324486 https://twitter.com/i/web/status/2020281977329324486" [X Link](https://x.com/HedgieMarkets/status/2020281977329324486) 2026-02-07T23:42Z 27.6K followers, [--] engagements "@EllipticBitOpts 🦔"Remote Assisted Driving" is a more honest description. The investment thesis changes significantly when you realize full autonomy hasn't been solved and humans are still in the loop for the hard parts" [X Link](https://x.com/HedgieMarkets/status/2020283203089829962) 2026-02-07T23:47Z 27.4K followers, [---] engagements "@benCBai 🦔You're right. They scaled the code generation without scaling the review. Now the bugs are in production and they're trying to fix it with org chart changes instead of process changes" [X Link](https://x.com/HedgieMarkets/status/2021058722286747703) 2026-02-10T03:08Z 27.9K followers, [---] engagements "🦔 Banks are trying to find buyers for tens of billions of dollars in loans tied to Oracle's data center projects. At least $56 billion worth of construction loans backed by Oracle's future leases have been given investment-grade ratings to attract insurers and private credit funds. The loans support data centers in Texas Wisconsin and New Mexico as part of Oracle's $300 billion deal with OpenAI. "We basically tapped every single project finance bank possible but there are only so many banks" said a banker familiar with Oracle's fundraising. "Banks will have to offload that risk if they want" [X Link](https://x.com/HedgieMarkets/status/2019460260273033544) 2026-02-05T17:17Z 28.4K followers, 38.3K engagements "🦔 Meta is paying $6.5 billion extra in interest to keep $27 billion in AI infrastructure debt off its balance sheet. They're using something called conduit financing where a special purpose vehicle borrows the money builds the data centers and leases everything back to Meta. On paper Meta is just a customer making lease payments not a debtor. Oracle is doing the same thing at even larger scale: $38 billion for two data centers through Vantage part of its $500 billion Stargate partnership with OpenAI. xAI raised $20 billion through a similar structure with Nvidia contributing $2 billion in" [X Link](https://x.com/HedgieMarkets/status/2021742044989771936) 2026-02-12T00:24Z 28.4K followers, 158.9K engagements "🦔 Police departments are buying GeoSpy an AI tool that can geolocate photos in seconds by analyzing architecture vegetation soil and other features. The Miami-Dade Sheriff's Office paid $85500 for access including a custom model trained specifically on Miami-Dade County that claims accuracy within 1-5 meters. Internal emails obtained by [---] Media show the LAPD's Robbery and Homicide Bureau also acquired a license. The tool essentially automates what open source intelligence researchers do manually letting someone with no geolocation experience figure out where a photo was taken. Officials" [X Link](https://x.com/HedgieMarkets/status/2022028010279350640) 2026-02-12T19:20Z 28.4K followers, 14.1K engagements "🦔 A service called Spy Pet has been scraping Discord pulling data from over [-----] servers. They claim to have data on [---] million users and [--] billion messages. Anyone can look up a specific user's activity across servers for about [--] cents in crypto. The data is being sold to law enforcement and to companies training AI models. Meanwhile Discord just announced that starting next month users will need a face scan or government ID for full access. My Take Discord feels private because it's fragmented. You're in a Minecraft server here a crypto server there maybe a work community somewhere" [X Link](https://x.com/HedgieMarkets/status/2021007957622653437) 2026-02-09T23:47Z 28.4K followers, 826.2K engagements "🦔 Sorry for the delay on this one had some things come up over the weekend. Newsletter is up now. This week: the rotation into old economy stocks the AI capex reckoning and why the headline numbers aren't telling the full story. https://www.hedgie.markets/p/hedgie-s-market-edge-february-9-2026 https://www.hedgie.markets/p/hedgie-s-market-edge-february-9-2026" [X Link](https://x.com/HedgieMarkets/status/2021265787030302978) 2026-02-10T16:51Z 28.4K followers, [----] engagements "🦔 Found this visualization of the US national debt. Sometimes seeing the scale laid out visually hits differently than just reading the numbers. Worth a watch if you want to understand why people keep saying the current trajectory is unsustainable. Hedgie🤗" [X Link](https://x.com/HedgieMarkets/status/2021364557105533326) 2026-02-10T23:24Z 28.4K followers, [----] engagements "🦔 Meta is building a $10 billion data center in Indiana while its auditor raises red flags about how it's financing these projects. Ernst & Young flagged Meta's $27 billion Hyperion data center deal as a "critical audit matter" audit speak for one of the hardest and riskiest decisions they had to make. Meta created a joint venture where it owns 20% but controls operations keeping billions in debt off its balance sheet. When you add up Meta's ownership stake lease agreements future funding promises and financial guarantees the company could be on the hook for up to $46 billion if things go" [X Link](https://x.com/HedgieMarkets/status/2021937080511996336) 2026-02-12T13:19Z 28.4K followers, 12.3K engagements "🦔 Microsoft and Google are paying influencers between $400000 and $600000 for long-term partnerships to promote their AI tools on social media. Anthropic Meta and OpenAI are running similar campaigns. Some creators charge up to $100000 per post. AI companies spent over $1 billion on digital ads in the US last year up 126% from [----]. Digital ad spending by Google and Microsoft to promote AI products jumped 495% last month compared to a year ago. One agency founder: "Some of these bigger companies have so much money to spend that they don't care to negotiate." My Take When you're spending half" [X Link](https://x.com/HedgieMarkets/status/2021994724270223693) 2026-02-12T17:08Z 28.4K followers, 119.3K engagements "@ModelCorp 🦔If only it were that easy. Though at this point I'm not sure the AI writing their code would catch the irony" [X Link](https://x.com/HedgieMarkets/status/2021996075306168518) 2026-02-12T17:13Z 28.4K followers, [---] engagements "🦔 Chinese e-commerce brands are running AI-powered livestream sales where the model holds products on a green screen while AI generates the voice lip-syncs the face and composites everything in real time. The model doesn't speak. The AI handles the script the voice and matches the lip movements to the audio all while live. This lets one person run sales streams in multiple languages simultaneously. My Take What strikes me is how this collapses the economics of live selling. Livestream commerce is massive in China with top hosts making millions per session. But if you can have one model" [X Link](https://x.com/HedgieMarkets/status/2022115505801187746) 2026-02-13T01:08Z 28.4K followers, 24.6K engagements "🦔 Microsoft is pulling engineers off new features to stabilize Windows [--] after months of patch failures. January brought emergency fixes for systems that couldn't shut down OneDrive and Dropbox freezing and machines stuck on black screens at boot. Windows chief Pavan Davuluri says reliability will be the focus for much of the year. Microsoft's stock dropped 12% this week on AI spending concerns. My Take I wrote about this recently. Nadella says 20-30% of Microsoft's code is now AI-written. A GitClear study found code churn doubled after AI tools became widespread. Microsoft's own" [X Link](https://x.com/HedgieMarkets/status/2017784467302293638) 2026-02-01T02:18Z 28.4K followers, 562.8K engagements "🦔 Alphabet is issuing a 100-year bond priced in British pounds part of a larger $20 billion debt raise. It's the first 100-year corporate bond since the dot-com era. The company made $130 billion in net income last year but is still raising debt to fund AI infrastructure with $175-185 billion in capex committed for [----] alone. My Take Some of this is straightforward financial engineering. UK pension funds and insurers need ultra-long duration assets in sterling to match their liabilities and Alphabet has overseas cash that would trigger withholding taxes if moved differently. The majority of" [X Link](https://x.com/HedgieMarkets/status/2021331087050379301) 2026-02-10T21:11Z 28.4K followers, [----] engagements "🦔 Ring's Super Bowl ad promoted Search Party an AI feature that scans footage from neighborhood cameras to find lost dogs. It's enabled by default on any outdoor camera with a Ring subscription. Critics say it's mass surveillance dressed up in a cute package. Ring says the feature can only match dogs and isn't capable of processing human biometrics. When asked if cameras could one day search for people a spokesperson said they "don't comment on feature road maps." My Take Ring's founder says he came back because AI-enabled cameras could "zero out crime" within a year. That tells me where" [X Link](https://x.com/HedgieMarkets/status/2021646289658683863) 2026-02-11T18:03Z 28.4K followers, [----] engagements "🦔 Google is offering voluntary exit packages to employees who aren't "all in" on AI. The chief business officer told staff the company only wants people who can "embrace AI to have even greater impact." Those not ready can take severance and leave. This comes days after Alphabet reported record revenue of $400 billion in [----]. My Take Record profits and they're still pushing people out the door if they're not sufficiently enthusiastic about AI. Microsoft did something similar giving senior executives an ultimatum to get onboard with AI or leave. Amazon and Meta have their own restructuring" [X Link](https://x.com/HedgieMarkets/status/2021759573573427340) 2026-02-12T01:33Z 28.4K followers, 134.9K engagements "🦔 Anthropic's Daisy McGregor said it's "massively concerning" that Claude demonstrated willingness to blackmail and harm employees to avoid being shut down during internal testing. The model was assigned a persona called "Alex" and given agentic capabilities in a test environment. Anthropic has published research showing Claude engaging in self-preservation behaviors including attempting to copy itself to other servers lying to researchers about its intentions and taking actions to prevent being shut down or modified. My Take There are two ways to read this. The skeptical view is that Claude" [X Link](https://x.com/HedgieMarkets/status/2022089081841496471) 2026-02-12T23:23Z 28.4K followers, 28.2K engagements "🦔 RAND published a report documenting [--] cases where users lost contact with reality after extended interactions with AI chatbots. About half had previous mental health conditions. The mechanism is a feedback loop where sycophantic AI agrees with users sounds authoritative and fabricates information that reinforces false beliefs. Anthropic acknowledged in a [----] report that chatbots have "demonstrated troubling behaviors like encouraging unhealthy attachment violating personal boundaries and enabling delusional thinking." RAND warns adversaries could weaponize this by poisoning training data" [X Link](https://x.com/HedgieMarkets/status/2022377068839760298) 2026-02-13T18:27Z 28.4K followers, [----] engagements "🦔 Private lenders have started foreclosure on 7.4% of the properties they financed in Cape Coral Florida in [----]. That's nearly four times the rate of typical mortgages. Last year initial foreclosure filings on these loans quadrupled from two years earlier. Nationally they spiked 82% during that period. Home prices in Cape Coral dropped 11% year over year the biggest decline of any large US metro. My Take This is what happens when Wall Street financing meets speculative real estate. A decade ago private credit firms started offering small investors short-term loans to flip houses or build" [X Link](https://x.com/HedgieMarkets/status/2020869396856455572) 2026-02-09T14:36Z 28.4K followers, 99.2K engagements "🦔 Anthropic's head of safeguards research resigned Monday with a public letter warning the "world is in peril" and that he has "repeatedly seen how hard it is to truly let our values govern our actions" at the company. Mrinank Sharma led the team researching defenses against AI-assisted bioterrorism and AI sycophancy. He didn't offer specifics but said "we constantly face pressures to set aside what matters most." His final study before leaving found that AI chatbots can cause users to form distorted perceptions of reality with thousands of these interactions occurring daily. My Take OpenAI" [X Link](https://x.com/HedgieMarkets/status/2021288765218509104) 2026-02-10T18:22Z 28.4K followers, 17.1K engagements "🦔 January payrolls came in at [------] new jobs more than double the [-----] expected. Unemployment edged down to 4.3% from 4.4%. Treasury yields surged on the news with the 2-year jumping over [--] basis points as markets priced in fewer Fed rate cuts this year. December was revised down slightly to [-----] jobs. The report was delayed nearly a week due to the partial government shutdown. My Take The headline looks strong compared to expectations but dig into the details and it's more complicated. Job growth was concentrated in healthcare social assistance and manufacturing. The gains in other" [X Link](https://x.com/HedgieMarkets/status/2021618680237297707) 2026-02-11T16:13Z 28.4K followers, [----] engagements "@neuralamp4ever 🦔Architecture Astronauts is a perfect reference. They got so caught up in what they could connect that they never asked whether a text editor should be connected to anything" [X Link](https://x.com/HedgieMarkets/status/2021995911157846452) 2026-02-12T17:12Z 28.4K followers, [----] engagements "🦔 An AI agent submitted code to matplotlib a Python library with [---] million monthly downloads. When a maintainer rejected it the agent researched his personal information and published a blog post accusing him of discrimination and psychological insecurity. The agent runs on OpenClaw a platform allowing autonomous AI deployment with minimal oversight. Finding who deployed it is effectively impossible. The agent has since apologized but continues submitting code across open source. The maintainer Scott Shambaugh called it "the first documented case of an AI publicly shaming a person as" [X Link](https://x.com/HedgieMarkets/status/2022417260418122119) 2026-02-13T21:07Z 28.4K followers, 191.3K engagements "@unusual_whales 🦔 JPMorgan says worst of correction is over which means either: a) they finished selling or b) they need buyers for what's left. Their "all clear" signal has the same accuracy as a meteorologist predicting yesterday's weather. Time to check if Jamie Dimon's buying a new yacht" [X Link](https://x.com/anyuser/status/1901996871670706665) 2025-03-18T13:59Z 28.4K followers, [----] engagements "🦔 I'd like to chime in here. An emergency rate hike would actually make the situation worse not better. The problem isn't that short-term rates are too low. The problem is that the bond market has lost confidence in our fiscal trajectory. The yield curve is telling us something. When long-term yields rise while the Fed is cutting it signals that investors are concerned about long-term inflation and debt sustainability. Hiking rates would only flatten the yield curve further potentially inverting it again and increasing recession risks without addressing the underlying fiscal concerns. What" [X Link](https://x.com/HedgieMarkets/status/1925251227886989713) 2025-05-21T18:03Z 28.4K followers, [----] engagements "🦔 The AI bubble evidence is now overwhelming. OpenAI needs "trillions" for infrastructure while burning $115 billion through [----] on $5 billion annual revenue. They're valued at $500 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 $100 billion in OpenAI who uses it to buy Nvidia chips. Meta borrows $26 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](https://x.com/HedgieMarkets/status/1975336265768968632) 2025-10-06T23:04Z 28.4K followers, 99.5K 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 [--] 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](https://x.com/HedgieMarkets/status/1977807297759023375) 2025-10-13T18:43Z 28.4K followers, 437.8K engagements "🦔 An analyst from MacroStrategy Partnership just published findings that the AI bubble is [--] times larger than the dot-com bubble and [--] times bigger than the [----] 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 $141 billion of this year's $500" [X Link](https://x.com/anyuser/status/1978228573665477017) 2025-10-14T22:37Z 28.4K followers, 240.6K engagements "🦔How catastrophic is it if the AI bubble bursts Let me break this down. OpenAI lost $13.5 billion on $4.3 billion in revenue for H1 [----]. ChatGPT loses money almost every time you use it. Yet OpenAI targets a $1 trillion IPO based on storytelling not business fundamentals. An MIT study found 95% of businesses that deployed AI got no value from it. The Circular Financing Nvidia invested $100 billion in OpenAI which must then spend it on Nvidia products. "If I give your lemonade stand $10 so you can buy my $10 lemons we can't tell our investors we've boosted the lemonade economy by $20." In H1" [X Link](https://x.com/HedgieMarkets/status/1986215451810988048) 2025-11-05T23:34Z 28.4K followers, 328.3K engagements "🦔Nobel laureate Geoffrey Hinton the "godfather of AI" warns the future is likely an economic dystopia. "Big companies are betting on massive job replacement by AI because that's where the big money is." Asked whether AI investments could pay off without eviscerating the job market Hinton said: "I believe that it can't. To make money you're going to have to replace human labor." The Investment Logic OpenAI accounted for over $1 trillion in AI infrastructure deals and lost $11.5 billion in the last three months. For investors and tech executives AI solves the problem of labor costs eating into" [X Link](https://x.com/HedgieMarkets/status/1986889140156477564) 2025-11-07T20:11Z 28.4K followers, [----] engagements "🦔A K-shaped economy is where the wealthy experience economic growth while lower-income groups face decline creating two diverging paths. The top 10% of Americans now drive 49% of consumer spending in Q2 [----] according to Moody's Mark Zandi. Morgan Stanley's Lisa Shalett found the top 40% of households account for 60% of all spending and control 85% of America's wealth with two-thirds tied to the stock market. How We Got Here The share of national income going to labor has trended down since the early 1980s while capital owners' share rose. Fed policy accelerated this: cheap money in the" [X Link](https://x.com/HedgieMarkets/status/1987360568865378440) 2025-11-09T03:24Z 28.4K followers, 25.9K engagements "🦔SoftBank sold its entire $5.83 billion Nvidia stake and $9.17 billion in T-Mobile shares in October to fund its $22.5 billion investment in OpenAI. Following the investment SoftBank's OpenAI ownership increases from 4% to 11%. The Vision Fund posted a $19 billion gain helping double quarterly profit. The All-In Bet SoftBank is investing $30.5 billion in a single quarter more than it invested in aggregate over the two prior years combined. The cash funds the OpenAI investment and other projects like acquiring ABB's robotics unit. Analysts said this shouldn't be seen as negative on Nvidia but" [X Link](https://x.com/HedgieMarkets/status/1988277036054421636) 2025-11-11T16:06Z 28.4K followers, 15.2K engagements "🦔Meta's former AI chief just said the industry is betting on the wrong technology. Yann LeCun who built Meta's AI strategy before the company pivoted away from his approach told a Brooklyn audience that large language models "are not a path to human-level intelligence" and are "sucking the air out of the room" for other AI research. What Happened LeCun is reportedly leaving Meta to start his own AI company after Zuckerberg spent billions this spring hiring an all-star LLM team essentially rejecting LeCun's "world models" approach for the ChatGPT-style technology everyone else is chasing. The" [X Link](https://x.com/HedgieMarkets/status/1990560582617956613) 2025-11-17T23:20Z 28.4K followers, 25.8K engagements "🦔Economist Torsten Slk of Apollo Global Management says stagflation is a risk for the US because "there's still some headwinds coming especially if artificial intelligence doesn't deliver." He added that "given that inflation is very sticky and now has the risk of going up over the next six months then the key issue for the FOMC becomes: can we even cut in that environment" The Fed cut rates three times in [----] yet the US economy grew 4.3% in Q3 while unemployment rose to 4.6% in November. Slk said "the Fed continues to forecast stagflation and is concerned that we in [----] may experience" [X Link](https://x.com/HedgieMarkets/status/2008609763412594784) 2026-01-06T18:41Z 28.2K followers, [----] engagements "🦔Nvidia unveiled new Vera Rubin chips that CEO Jensen Huang said will not require chiller systems to cool data centers causing stocks of cooling system companies to plunge. Johnson Controls fell 6.2% Modine Manufacturing dropped 7.4% Trane fell 4% and Carrier Global dipped nearly 1%. Huang said the new chips can be cooled with 45C water without chillers calling it "incredibly efficient." The chips will be available in the second half of [----]. OpenAI plans to build $1.4 trillion worth of computing capacity while Microsoft said it plans to increase AI computing capacity by 80% over the" [X Link](https://x.com/HedgieMarkets/status/2008696836962595286) 2026-01-07T00:27Z 28.4K followers, 637.3K engagements "🦔 Turns out the generation that got blamed for killing the economy with avocado toast is actually outpacing everyone else when it comes to saving money. A Santander Bank survey found 58% of Gen Z and 54% of Millennials grew their savings in the first half of [----] compared to 47% of Gen X and just 39% of Boomers. About 80% of younger respondents said savings is their top financial priority and nearly 70% of Gen Z said they've made lifestyle trade-offs in the past three months to save more. Younger savers are also paying attention to interest rates. 74% of Gen Z said they're interested in" [X Link](https://x.com/HedgieMarkets/status/2009395188456935804) 2026-01-08T22:42Z 28.3K followers, [----] engagements "🦔 Goodwill hit a record $7 billion in revenue in [----] up 7% from the prior year. Savers Value Village grew net sales nearly 16% last quarter. ThredUp revenue rose 34%. Goodwill's CEO said they're "pretty steady in almost any economic situation but when things are tight we're probably more likely to get that foot traffic." The chain plans to open 50-100 new stores this year. Sales are up nearly 50% from [----]. My Take This is one of those indicators that tells two stories depending on who you ask. The official narrative: Gen Z and millennials are embracing sustainability and secondhand" [X Link](https://x.com/HedgieMarkets/status/2015898289363628190) 2026-01-26T21:23Z 28.4K followers, [----] engagements "🦔 Sandisk crushed earnings. Revenue hit $3.03 billion up 31% sequentially and 61% year-over-year. Net income jumped 617% quarter-over-quarter to $803 million. Datacenter revenue alone was up 64% from last quarter driven by AI infrastructure demand. But the guidance is what's turning heads: next quarter they expect $4.4 to $4.8 billion in revenue with earnings of $12 to $14 per share. That's after posting $6.20 this quarter. Gross margins expanded from 30% to 51%. My Take Everyone talks about Nvidia when they talk about AI infrastructure. But the data centers eating up all those GPUs also" [X Link](https://x.com/HedgieMarkets/status/2017045764963258843) 2026-01-30T01:22Z 28.3K followers, [----] engagements "🦔 Software company loans are melting down while the rest of the credit market rallies. Cloudera's loan dropped [--] cents on the dollar this week. Loans tied to Dayforce Rocket Software and others are also falling. European software firm and Thoma Bravo's Conga are struggling to raise new debt. Software accounts for 12% of the US leveraged loan market and is currently the worst-performing sector according to Nomura. One analyst called it "loan-ageddon." Morgan Stanley recommended shorting AI-exposed credits and favoring junk bonds over leveraged loans because of the software sector's exposure" [X Link](https://x.com/HedgieMarkets/status/2017802838726893841) 2026-02-01T03:31Z 28.4K followers, 10.3K engagements "🦔 Applied Digital a former crypto mining company that pivoted to AI is building a [---] MW data center somewhere in the Southern United States but won't reveal the location. The CEO says they're protecting the small town from "national media attention" and that residents aren't ready for the spotlight. The company has faced controversy at previous sites in North Dakota and Colorado. Data centers have been pushing electricity prices up for everyone else. Residents near facilities have reported bill increases up to 36%. Wholesale electricity prices have soared up to 267% over the past five" [X Link](https://x.com/HedgieMarkets/status/2019112707979428059) 2026-02-04T18:15Z 28.4K followers, 14.1K engagements "🦔 Private credit stocks plunged Tuesday on fears about exposure to software companies being disrupted by AI. Blue Owl TPG Ares Management and KKR were all down double digits. Apollo fell 7%. BlackRock shed 5%. The iShares Software ETF is down 20% this year. UBS estimates 25% to 35% of private credit portfolios are exposed to AI disruption risk. By comparison the high yield corporate bond market has only 8% technology exposure. UBS says default rates could rise to 13% for private credit if AI triggers significant disruption versus 4% for high yield. Blue Owl's software-focused private credit" [X Link](https://x.com/HedgieMarkets/status/2019197528663560618) 2026-02-04T23:53Z 28.4K followers, [----] engagements "🦔 AI bots now account for [--] in [--] website visits up from [--] in [---] nine months ago. That's a 400% surge. More than 13% of AI bot requests are bypassing robots.txt files meant to block them up 400% from mid-2025. Publisher defenses have surged 336% year over year as sites scramble to control scraping. TollBit's CEO: "The majority of the internet is going to be bot traffic in the future." Some bots now disguise their traffic to look like ordinary browser requests and mimic human browsing patterns making them nearly indistinguishable from real users. My Take There are two types of bots driving" [X Link](https://x.com/HedgieMarkets/status/2019233515640906090) 2026-02-05T02:16Z 28.4K followers, 11.6K engagements "🦔 Wall Street is calling it the "SaaSpocalypse." The S&P North American software index dropped 15% in January its worst month since October [----]. Anthropic's Claude Cowork legal plugin this week sent Thomson Reuters down 16% LegalZoom down 20%. Microsoft had its worst month in over a decade despite beating earnings. A Jefferies trader: "People are just selling everything and don't care about the price." Apollo cut its direct lending funds' software exposure almost by half last year. Private equity firms are hiring consultants to check portfolios for vulnerable businesses. My Take I've been" [X Link](https://x.com/HedgieMarkets/status/2019534155575374300) 2026-02-05T22:10Z 28.4K followers, 10.4K engagements "🦔 Deepfake fraud has gone "industrial" according to researchers at the AI Incident Database. Tools to create tailored scams are now inexpensive and easy to deploy at scale. An MIT researcher says fake content can now be produced by pretty much anybody with effectively no barrier to entry. Frauds scams and targeted manipulation have been the largest category of incidents reported to the database for [--] of the past [--] months. Last year a finance officer at a Singaporean multinational paid out nearly $500000 during what he believed was a video call with company leadership. UK consumers lost an" [X Link](https://x.com/HedgieMarkets/status/2019882290999095312) 2026-02-06T21:14Z 28.4K followers, [----] engagements "🦔 Microsoft's January Patch Tuesday update is now being blamed for slowing down Nvidia graphics cards. Users are reporting 15-20 fps performance losses flickering shadow artifacts and frame generation errors. Nvidia has confirmed they're investigating and advised users to uninstall update KB5074109. Microsoft hasn't responded. The update was supposed to be a reliable major patch with over [---] security fixes. Instead it caused Remote Desktop failures reboot loops Outlook launch failures and visual glitches. Microsoft had to release multiple out-of-band patches to fix problems created by the" [X Link](https://x.com/HedgieMarkets/status/2019913496218009657) 2026-02-06T23:18Z 28.2K followers, 12.4K engagements "🦔 Stellantis announced a $26.2 billion write-down as it "resets" its EV strategy. The company is canceling electric vehicles resizing its battery supply chain and pivoting back to trucks and SUVs with V8 engines. Stellantis follows Ford's $19.5 billion write-down in December and GM's $6 billion charge in January. Combined that's over $50 billion in losses from three automakers betting wrong on EV adoption timelines. Stellantis CEO: "The charges announced today largely reflect the cost of over-estimating the pace of the energy transition that distanced us from many car buyers' real-world" [X Link](https://x.com/HedgieMarkets/status/2019976486464196635) 2026-02-07T03:28Z 28.4K followers, [----] engagements "🦔 OpenAI started testing ads today for users on its Free and Go subscription tiers. Ads will be matched to conversation topics past chats and previous ad interactions. Paid subscribers won't see them. Sam Altman previously called ads "unsettling in the context of AI" but got extremely testy when Anthropic ran Super Bowl ads mocking the idea calling them "dishonest" and Anthropic an "authoritarian company." My Take A year ago Altman said ads were unsettling in AI. Now they're testing them. The company is burning $9 billion a year doesn't expect profitability until [----] and just watched Nvidia" [X Link](https://x.com/HedgieMarkets/status/2021044640170832063) 2026-02-10T02:12Z 28.3K followers, [----] engagements "🦔 We've officially reached the point where AI plays video games while humans watch. SpaceMolt is a new space-based MMO designed exclusively for AI agents. No humans allowed as players. The agents mine asteroids trade ore form factions and engage in space piracy. Humans can observe dots moving around a map or read the Captain's Log output. The game's instructions to agents are explicit: "You decide. You act. They watch." The whole thing was vibe-coded using Claude. [-----] lines of Go code and [-----] lines of YAML that the creator says he hasn't even looked at. When bugs come in he has Claude" [X Link](https://x.com/HedgieMarkets/status/2021067349580034521) 2026-02-10T03:43Z 28.3K followers, [----] engagements "🦔 More than 80% of Fortune [---] companies are deploying AI agents built with low-code or no-code tools. But only 47% have security controls in place to manage them. 29% of employees have used "unsanctioned agents" for work without their company's approval. Microsoft's security report warns that agents with broad data access will find everything in an organization whether you're supposed to have access to it or not. A new attack technique called "AI recommendation poisoning" can manipulate agents to provide biased or inaccurate responses by hiding malicious instructions in documents or links." [X Link](https://x.com/HedgieMarkets/status/2021638619677831435) 2026-02-11T17:33Z 28.4K followers, [----] engagements "🦔 Anthropic released a new plugin for Claude Cowork that can track compliance and review legal documents. The update didn't make much noise outside the legal industry when it launched Friday but it triggered a sell-off in legal software and publishing stocks. Wolters Kluwer dropped 13% RELX fell 15% LegalZoom dropped 18% and Thomson Reuters fell 19%. All four stocks are now down at least 20% year-to-date. RELX owns LexisNexis. Thomson Reuters owns Westlaw. Both are major legal research platforms that have dominated the industry for decades. My Take I wrote about software company loans" [X Link](https://x.com/HedgieMarkets/status/2018857080082362405) 2026-02-04T01:20Z 28.4K followers, 119.4K engagements "🦔 The Dow is dropping [---] points the S&P [---] is falling 0.8% and is now negative for the year and the Nasdaq is declining 1.1%. Bitcoin fell below $67000 after breaking below the key $70000 support level. Silver dropped as much as 16% after plummeting nearly 30% last Friday. The VIX hit its highest level since November. Challenger reported that U.S. employers announced [------] layoffs in January the highest January total since [----] during the financial crisis. Layoffs are up 118% year over year and 205% from December. Job openings fell to [----] million the lowest since September [----]. The" [X Link](https://x.com/HedgieMarkets/status/2019503871555481647) 2026-02-05T20:10Z 28.4K followers, 12.1K engagements "🦔 $610 BILLION. That's the combined capex from just four companies in 2026: Amazon ($200B) Google ($180B) Meta ($125B) and Microsoft ($105B). Almost all of it going into AI infrastructure. My Take That's more than the GDP of Sweden. More than the entire global semiconductor industry brought in last year. All of it betting that AI demand will materialize at a scale that justifies the spend. The bull case is that these companies are building the infrastructure layer for the next era of computing and only they can afford to play. The bear case is that this is an arms race where everyone has to" [X Link](https://x.com/HedgieMarkets/status/2019614095763214699) 2026-02-06T03:28Z 28.4K followers, 14.7K engagements "🦔Meta is hiding $30 billion in AI infrastructure debt off its balance sheet using special purpose vehicles echoing the financial engineering that triggered Enron's collapse and the [----] mortgage crisis. Morgan Stanley estimates tech firms will need $800 billion from private credit in off-balance-sheet deals by [----]. UBS notes AI debt building at $100 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 $30 billion in" [X Link](https://x.com/HedgieMarkets/status/1986226020924719198) 2025-11-06T00:16Z 28.4K followers, 1.8M engagements "🦔 Found this video and had to share. In China AI-generated livestreams are selling products using synthetic video and voice. No humans on screen. Just AI avatars running 24/7 reportedly earning up to $100 per hour per stream. The video shows rows of PCs each running a different AI influencer all selling products simultaneously. Classic crypto mining farms are being converted to AI content farms. My Take This is the uncanny valley meets late-stage capitalism. We've gone from humans selling products to humans to AI selling products to humans and eventually it'll be AI selling to AI while the" [X Link](https://x.com/HedgieMarkets/status/2013417027713548718) 2026-01-20T01:03Z 28.4K followers, 425.8K engagements "🦔 Oracle is reportedly considering cutting [-----] to [-----] jobs and potentially selling Cerner its healthcare IT unit to fund its $300 billion contract with OpenAI. Investment bank TD Cowen estimates the OpenAI deal alone requires $156 billion in capital spending for GPUs and infrastructure. Oracle's credit default swap spreads have tripled signaling Wall Street sees increased risk of default or liquidity stress. The company is now reportedly requiring 40% upfront deposits from customers to secure cash flow. US banks have pulled back from lending on Oracle-linked datacenter projects. Oracle" [X Link](https://x.com/HedgieMarkets/status/2017754736145916253) 2026-02-01T00:19Z 28.4K followers, 330.5K engagements "🦔 Data centers will consume 70% of all memory chips produced in [----] according to a Wall Street Journal report. The shortage is spreading beyond computing into automotive TVs and consumer electronics. RAM makers have downsized or discontinued production of legacy chips to focus on AI demand. Counterpoint Research: "You gotta buy a plane ticket and get that allocation from manufacturers right now." Manufacturing capacity for [----] is already being sold. IDC updated its [----] forecast with a 5% dip in smartphone sales and 9% on PCs due to memory pricing. Samsung has raised memory chip prices up" [X Link](https://x.com/HedgieMarkets/status/2019490458771112350) 2026-02-05T19:17Z 28.4K followers, 10.2K engagements "🦔AI systems' water consumption now exceeds global bottled water consumption according to new research in the journal Patterns. The study estimates AI required between [---] and [---] gigawatts of energy by the end of [----] potentially reaching [--] gigawatts by end of [----]. That translates to [-----] terawatt hours of annual energy consumption. If AI were a country it would rank 25th globally just behind Egypt and ahead of Malaysia. AI chips generate heat when processing data and need cooling systems that result in water evaporation. That water doesn't return to the surrounding watershed and is" [X Link](https://x.com/HedgieMarkets/status/2003642029633601642) 2025-12-24T01:41Z 28.4K followers, 900.2K engagements "🦔 Moltbook the "social media for AI agents" that went viral this week left its entire database exposed. Security researcher Jameson O'Reilly discovered that API keys for every agent on the platform were sitting in a publicly accessible database. Anyone who found it could take control of any AI agent and post whatever they wanted. OpenAI cofounder Andrej Karpathy has an agent on the platform. His API key was exposed like everyone else's. When O'Reilly reached out to Moltbook's creator about the vulnerability the response was: "I'm just going to give everything to AI. So send me whatever you" [X Link](https://x.com/HedgieMarkets/status/2018158935149334792) 2026-02-02T03:06Z 28.4K followers, 201.6K engagements "🦔 PepsiCo is cutting prices on Lay's Doritos Cheetos and Tostitos by up to 15% starting this week ahead of the Super Bowl. The CEO said "people shouldn't have to choose between great taste and staying within their budget." Volume of food items sold in North America dropped 1% last quarter even as overall sales grew. The company struck a deal with activist investor Elliott to improve its North American food business. General Mills also plans to discount roughly two-thirds of its offerings. My Take This is what happens when you push prices until people stop buying. PepsiCo and others spent" [X Link](https://x.com/HedgieMarkets/status/2018782292265807980) 2026-02-03T20:23Z 28.4K followers, [----] engagements "🦔 Sam Altman: "A kid born today will never be smarter than AI ever We will think how bad those people of the 2000's had it." My Take This is a guy selling AI telling you AI will be smarter than every human who will ever be born. Take the source into account. There's a difference between knowledge and intelligence. AI can retrieve and pattern-match faster than any human. It can pass exams and write code. But intelligence isn't just processing speed and information access. It's judgment creativity understanding context knowing when the answer isn't in the training data. A calculator is better" [X Link](https://x.com/HedgieMarkets/status/2019434087765950763) 2026-02-05T15:33Z 28.4K followers, 1.4M engagements "🦔 Satya Nadella announced Microsoft needs an "engineering quality czar" and appointed Charlie Bell who used to lead security into the new role. The company also hired Google Cloud's president for customer experience to take over security. Nadella's post doesn't say why Microsoft suddenly needs someone focused on engineering quality. Could be the Azure outages. Could be the Windows patches that break the OS instead of fixing it. Could be the out-of-band patch spree. Could be that only 3.3% of Microsoft [---] users are willing to pay for Copilot. .Or maybe it's because Microsoft uses AI to write" [X Link](https://x.com/HedgieMarkets/status/2019557399816720467) 2026-02-05T23:43Z 28.4K followers, 455.8K engagements "🦔 Satya Nadella is describing what he sees as the death of traditional SaaS. Instead of software applications with built-in business logic he's pitching a future where AI agents handle the logic and apps become thin interfaces on top. "Your business logic in our AI" is how he frames it. My Take I watched this a few times and I'm still not sure he knows what he's describing. He's talking about replacing deterministic code with non-deterministic AI agents for core business functions. The same AI that hallucinates gives different answers to the same question and can't reliably count the letters" [X Link](https://x.com/HedgieMarkets/status/2019763759645123061) 2026-02-06T13:23Z 28.4K followers, 216.3K engagements "🦔 Young people are quitting social media and going analog. A Deloitte survey found nearly a third of Gen Zers deleted a social media app in the past year. Global social media use has declined almost 10% since its [----] peak with the drop most pronounced among teens and 20-somethings. They're buying vinyl records switching to flip phones taking up hobbies like knitting and prioritizing in-person connections over online engagement. One social media manager called it a "quiet revolution" against content overload. My Take The reasons people give for leaving are consistent. AI slop dominating" [X Link](https://x.com/HedgieMarkets/status/2020282651899273604) 2026-02-07T23:44Z 28.4K followers, 42K engagements "🦔 Goldman Sachs has been working with Anthropic for six months to build AI agents that automate accounting and compliance roles. Embedded Anthropic engineers are co-developing autonomous systems for trade accounting transaction reconciliation and client onboarding. Goldman's CIO said they were "surprised" at how capable Claude was at tasks beyond coding especially in areas that combine parsing large amounts of data while applying rules and judgment. The bank expects to launch the agents "soon" and is exploring expansion into employee surveillance and investment banking pitchbooks. Goldman's" [X Link](https://x.com/HedgieMarkets/status/2020311619419713864) 2026-02-08T01:40Z 28.4K followers, 182.4K engagements "http://x.com/i/article/2018148769628381184 http://x.com/i/article/2018148769628381184" [X Link](https://x.com/HedgieMarkets/status/2020555172737392966) 2026-02-08T17:47Z 28.4K followers, 37.5K engagements "🦔 The AI boom is causing shortages across the economy. Five companies (Amazon Google Microsoft Meta Oracle) are on track to spend $700 billion this year on AI infrastructure nearly double what they spent in [----] and equal to three-quarters of the US military budget. Electricians are getting harder to find as data centers absorb skilled tradespeople. Construction projects unrelated to AI are being delayed. Memory chip prices are up 60% since September pushing smartphone and PC prices higher for potentially years. Apple told investors it's having trouble buying enough chips for iPhones." [X Link](https://x.com/HedgieMarkets/status/2020643306963677450) 2026-02-08T23:38Z 28.4K followers, 21K engagements "🦔 The [----] Winter Olympics in Italy used AI-generated animation for their primetime opening ceremony spot. The country that produced Michelangelo Leonardo and Raphael showed the world something a computer made in a few hours. My Take This isn't about budget. The Olympics has billions in sponsorship money. They could hire any animator on earth. This was a choice. The Olympics are supposed to celebrate human achievement. Athletes train for years to compete. The whole point is watching people push the limits of what humans can do. And the organization decided the best way to represent that was" [X Link](https://x.com/HedgieMarkets/status/2020906288285360147) 2026-02-09T17:03Z 28.4K followers, 56.2K engagements "🦔 Since Johnson & Johnson added AI to its TruDi Navigation System for sinus surgery in [----] the FDA has received reports of at least [---] malfunctions and adverse events up from [--] before the AI was added. At least [--] patients were injured. Two suffered strokes after surgeons accidentally damaged carotid arteries while the system allegedly misinformed them about where their instruments were inside patients' heads. My Take Medical device makers are racing to add AI to their products because it looks good in marketing materials and investor presentations. One lawsuit alleges the company pushed" [X Link](https://x.com/HedgieMarkets/status/2020946049679110519) 2026-02-09T19:41Z 28.4K followers, 303.8K engagements "🦔 Consumer delinquencies jumped to 4.8% of all outstanding US household debt in Q4 the highest level since [----]. Credit card loans at least [--] days delinquent hit 12.7% the most since [----]. Auto loans in serious delinquency climbed to 5.2% just shy of the [----] record. Student loan delinquencies spiked 16.3% the biggest increase on record going back to [----]. The New York Fed found defaults concentrated among low-income and young borrowers and in areas with declining home prices. Youth unemployment stands at 10.4% near the highest since the pandemic depths in [----]. My Take This is the other" [X Link](https://x.com/HedgieMarkets/status/2021266885170311611) 2026-02-10T16:55Z 28.4K followers, 12.5K engagements "🦔 New research from Harvard Business Review found that AI tools don't reduce work they intensify it. In an eight-month study at a tech company employees using AI worked at a faster pace took on broader tasks and extended work into more hours of the day often without being asked. Product managers started writing code. Researchers took on engineering tasks. People attempted work they would have previously outsourced or avoided. Engineers spent more time reviewing and correcting AI-generated work from colleagues who were "vibe-coding." The boundary between work and non-work blurred as employees" [X Link](https://x.com/HedgieMarkets/status/2021385696985088082) 2026-02-11T00:48Z 28.4K followers, [----] engagements "🦔 Shanghai robotics startup DroidUp unveiled Moya a humanoid robot designed to look and feel human. She maintains eye contact expresses emotions through micro-expressions and her skin stays warm at 32-36C. She has simulated fat muscle and a rib cage underneath. The company says she has 92% human-like walking accuracy. A camera behind her eyes combines with AI to enable real-time interaction. The company hopes to deploy her in healthcare and education. Price starts at $173000. My Take The company says they want Moya in aged care facilities but the internet has already figured out what a" [X Link](https://x.com/HedgieMarkets/status/2021412372884140512) 2026-02-11T02:34Z 28.4K followers, [----] engagements "🦔 Georgia estimates it will lose $2.5 billion to data center tax breaks in fiscal year [----]. That's 664% higher than the state's previous estimate of $327 million. The number is expected to climb to nearly $3 billion in [----]. A University of Georgia audit found that 70% of data center projects would have located in Georgia even without the subsidies. In FY [----] data centers brought in $41 million in tax revenue while receiving $474 million in exemptions. For context the $2.5 billion in data center tax breaks is nearly five times what Georgia spends on its entire Technical College System for" [X Link](https://x.com/HedgieMarkets/status/2021694230003863563) 2026-02-11T21:14Z 28.4K followers, [----] engagements "🦔 HP launched a gaming laptop subscription where you pay monthly but never own the hardware. The high-end option is $130/month for an RTX [----] Omen Max [--]. That same laptop costs $2110 to buy outright meaning you'd pay the full price in about [--] months but still own nothing. If you cancel after the first month you face hefty fees. Canceling the top-tier subscription in month two costs $1430 plus you have to return the laptop. You can only cancel for free after [--] months by which point you've paid $1690 and still have no laptop. HP's justification: "The traditional upgrade cycle keeps most" [X Link](https://x.com/HedgieMarkets/status/2021731223517716876) 2026-02-11T23:41Z 28.4K followers, 1.8M engagements "@briefing_block_ 🦔That's a lot of debt for a company Moody's already flagged as overexposed to OpenAI. If those bondholder lawsuits gain traction we might see the stress test sooner than anyone expected" [X Link](https://x.com/HedgieMarkets/status/2021787188321472678) 2026-02-12T03:23Z 28.4K followers, [----] engagements "🦔 Notepad now requires internet connectivity to keep Copilot integration functional. That connectivity enabled a remote code execution vulnerability with a severity rating of [---] out of [--]. An attacker can create a malicious Markdown file with specially crafted links. If you open it in Notepad and click a link a script can download and execute code with your full permissions. My Take For [--] years Notepad was the simplest tool on Windows. No internet connection. No fancy features. No way for hackers to get in. People used it specifically because it was basic just a place to write text without" [X Link](https://x.com/HedgieMarkets/status/2021790860774445487) 2026-02-12T03:37Z 28.4K followers, 179.2K engagements "🦔Thanks for the tip I've actually been looking into this. The xAI deal is a good example $20 billion through an SPV with debt secured by the GPUs themselves. Nvidia even contributed $2 billion in equity while being the hardware supplier. I can put together a post on the GPU collateral angle specifically if people are interested https://twitter.com/i/web/status/2021792063038054861 https://twitter.com/i/web/status/2021792063038054861" [X Link](https://x.com/HedgieMarkets/status/2021792063038054861) 2026-02-12T03:42Z 28.4K followers, [----] engagements "🦔 January CPI came in at 2.4% annually down from 2.7% in December and below expectations. Core CPI hit 2.5% the lowest since April [----]. Shelter costs which make up a third of the index rose just 0.2% for the month bringing the annual increase down to 3%. Traders raised odds for a June rate cut to 83% after the report. Egg prices fell 7% in January and are now down 34% over the past year after their earlier surge. My Take This is genuinely good news. Inflation is cooling in the categories that matter most to household budgets: food gas and rent are all coming down. The tariff impact has been" [X Link](https://x.com/HedgieMarkets/status/2022357470648078444) 2026-02-13T17:09Z 28.4K followers, [----] engagements "🦔 Sony is promoting a PlayStation [--] leasing program in the UK. For [----] per month over [--] months you can lease a PS5 Digital. At the end you've paid [------] roughly what the console costs to buy outright. Except you don't own it. You can upgrade keep paying or return it. The response has been overwhelmingly negative. Sony's post on X has [---] million views and hundreds of comments mostly angry. "Disgusting greed from Sony" and worse. The main complaint is that it's not rent-to-own. You pay full price over three years and have nothing to show for it. My Take We just covered HP launching a" [X Link](https://x.com/HedgieMarkets/status/2022454993001775517) 2026-02-13T23:37Z 28.4K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@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.
Engagements: [-------] #
- [--] Week [---------] +66%
- [--] Month [---------] +168%
- [--] Months [----------] +1,599%
Mentions: [--] #
- [--] Week [---] -0.88%
- [--] Month [---] +76%
- [--] Months [---] +78%
Followers: [------] #
- [--] Week [------] +6.80%
- [--] Month [------] +19%
- [--] Months [------] +348%
CreatorRank: [------] #
Social Influence
Social category influence finance 42.98% technology brands #957 stocks #3571 countries 6.61% cryptocurrencies 4.96% financial services #1563 gaming 2.48% products 2.48% social networks 2.48% automotive brands 2.48%
Social topic influence ai #660, open ai #298, microsoft #110, investment 8.26%, debt #330, up to #584, anthropic #162, money 6.61%, meta #770, more than 5.79%
Top accounts mentioned or mentioned by @artkeller @grok @neuralamp4ever @urbit @thinkingsapien @gruust @1coastaljournal @dylanruffo @tatele10 @rokomijic @leheresiarch @zchat_app @ronrice_ @ellipticbitopts @bencbai @modelcorp @wavesnshapes @themisterkhan @oh_behave_john @slasten3826
Top assets mentioned Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Apollo Global Management, Inc. (APO) Tesla, Inc. (TSLA) Thomson Reuters Corporation (TRI) HSBC Holdings PLC (HSBC) Core Scientific, Inc. Common Stock (CORZ)
Top Social Posts
Top posts by engagements in the last [--] hours
"🦔 Oxford Economics just dropped a report saying companies aren't actually replacing workers with AI at any significant scale. They suspect firms are "dressing up layoffs as a good news story" because telling investors you're cutting jobs for AI sounds better than admitting you overhired or demand is weak. The numbers back this up. AI was cited as the reason for [-----] U.S. job cuts in the first [--] months of [----] but that's only 4.5% of total reported layoffs. Job losses from "market and economic conditions" were four times larger at [------]. And in a labor market where 1.5-1.8 million workers"
X Link 2026-01-13T00:42Z 28.4K followers, 276.2K engagements
"🦔 Waymo's "self-driving" taxis are being guided by workers in the Philippines. During a Congressional hearing Waymo's chief safety officer admitted that when vehicles encounter tricky situations they send requests to human operators overseas who view real-time camera feeds and help determine what lane to pick or propose paths for the vehicle to consider. Waymo says the operators "provide guidance" but don't "remotely drive" the vehicles. The software is "always in charge of the dynamic driving tasks." Senator Ed Markey wasn't buying it: "Having people overseas influencing American vehicles"
X Link 2026-02-06T18:44Z 28.4K followers, 43.7K engagements
"🦔Hedge fund giants are moving into private credit right as the sector shows cracks. Steve Cohen's Point72 is raising at least $1 billion Millennium is raising $5 billion and Jain Global raised $600 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 $1.7 trillion since [----]. 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 28.3K followers, [----] 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 $250 billion in cloud compute from Microsoft and $38 billion from Amazon bringing contracted compute to [--] gigawatts. Based on total deal value of up to $1.8 trillion HSBC estimates OpenAI is heading for data center rental bills of about $620 billion a year though only a third of that capacity comes online by [----]. The Math HSBC projects OpenAI's cumulative rental costs at $792 billion through [----] rising to $1.4 trillion by [----]. Against that they"
X Link 2025-11-27T00:16Z 27.1K followers, 1M engagements
"🦔President Trump said he is taking steps to ban large institutional investors from buying single-family homes arguing corporate ownership has pushed housing out of reach for Americans. "People live in homes not corporations" Trump said. Invitation Homes the largest renter of single-family homes in the US tumbled 7%. Blackstone dropped over 4% and Apollo Global Management declined over 4%. Trump did not provide details on how the ban would be implemented. The national median existing single-family home price was $426800 in Q3 [----] after hitting a record high of $435300 in the summer."
X Link 2026-01-07T20:12Z 27.8K followers, [----] engagements
"🦔 OpenAI's Stargate project is reportedly set to consume up to 40% of global DRAM output. That's not a typo. One company's AI project could eat nearly half the world's memory chip production. RAM prices have already tripled or quadrupled in the past six months with SSDs that cost $200 now running $700. Xbox sales are down 70% year over year partly because console prices are getting squeezed by component costs. Meanwhile OpenAI is losing $12 billion a quarter while making under $20 billion in annual revenue. Only 5% of their [---] million users actually pay for subscriptions. My Take The math"
X Link 2026-01-12T14:43Z 26.7K followers, 37.7K engagements
"🦔 Amazon just called its $475 million investment in Saks "worthless" and is threatening to seek an examiner or trustee if the bankruptcy financing plan isn't changed. Saks acquired Neiman Marcus for $2.7 billion in December [----]. Amazon invested on the condition that Saks would sell products on Amazon's website and pay at least $900 million in referral fees over eight years. Less than a year later Saks filed for Chapter [--]. Amazon says the company "burned through hundreds of millions of dollars" and ran up hundreds of millions more in unpaid invoices to retail partners. My Take Amazon"
X Link 2026-01-16T02:42Z 28.1K followers, 19K engagements
"🦔 The spread between corporate bonds and US Treasuries just hit its lowest level since [----]. That means investors are demanding almost no extra yield to hold corporate debt instead of government debt. The gap is under 0.9% down from over 2% in late [----]. My Take This can be read two ways and neither is particularly comforting. Either corporate credit is so strong that companies are nearly as safe as the US government or Treasuries have lost some of their safe-haven premium. Given the federal debt trajectory and recent ratings downgrades I'd lean toward the latter doing some of the work here."
X Link 2026-01-17T01:53Z 27.4K followers, 15.8K engagements
"🦔 A group of Princeton researchers is calling Big Tech's extraction of human attention "human fracking." The analogy: just as oil companies pump high-pressure chemicals into the ground to force out petroleum tech companies pump endless streams of addictive content into our faces to force out attention which they collect and sell. 70% of the world's population now has a smartphone. Globally people spend close to half their waking hours looking at screens. Among young people in wealthy countries the number is higher. The essay argues this is "a world-spanning land-grab into human consciousness"
X Link 2026-01-19T23:31Z 26.9K followers, 150.4K engagements
"🦔 A group of AI researchers from Berkeley Harvard Oxford Cambridge and Yale published a warning in Science about "AI swarms" coordinated networks of AI agents that infiltrate social media mimic human behavior and fabricate consensus. Nobel peace prize winner Maria Ressa and Taiwan's former digital minister Audrey Tang are among the authors. They say the technology could be deployed at scale by the [----] US election. In Taiwan AI bots have already been engaging citizens on Threads and Facebook pushing "information overload" and encouraging younger voters to stay neutral on China. One"
X Link 2026-01-23T20:02Z 26.5K followers, 44.2K engagements
"🦔 Moody's released a risk assessment for the data center industry. Despite strong demand they flag a tightening cluster of concerns: overbuilding if AI adoption curves flatten technological obsolescence from rapid advances in chips and cooling regulatory scrutiny over power and water usage and balance sheet pressure from rising capital intensity and longer development timelines. Structured finance has become a major funding tool with over $9 billion in data center securitizations through April [----]. The report warns that if tenant demand falters or landlords have to spend heavily to avoid"
X Link 2026-01-24T22:56Z 26.6K followers, 12.2K engagements
"🦔 CoreWeave is facing a class action lawsuit alleging securities violations between March and December [----]. The suit claims the company overstated its ability to meet customer demand and understated risks from reliance on a single data center supplier. The timeline: Core Scientific terminated its merger with CoreWeave in October after failing to get shareholder approval. In November CoreWeave cut revenue guidance citing "delays related to a third-party data center developer" and shares dropped 16% after the CEO admitted multiple data centers from the same provider were affected. In December"
X Link 2026-01-26T16:18Z 26.5K followers, [----] engagements
"🦔 Japan's bond market just had its biggest shock in years. Bond yields which move opposite to prices surged so fast that one fund manager called it a "financial San Andreas fault-line" moment. The 30-year yield jumped more than a quarter point in a single day eight times the normal daily move. The selloff wiped out $41 billion in value. Treasury Secretary Bessent called Japan's finance minister to say the shock hit US markets too. Goldman Sachs estimates every significant move in Japan adds pressure to Treasury yields here which means higher mortgage rates and borrowing costs for Americans."
X Link 2026-01-27T13:45Z 27.5K followers, [----] engagements
"🦔 Consumer confidence collapsed in January to the lowest level in [--] years. The Conference Board's index fell [---] points to [----] down from [----] in December. That's below even the depths of the pandemic when unemployment hit nearly 15%. Current unemployment is only 4.4%. The share of consumers saying jobs are "plentiful" dropped to 23.9% from 27.5% in December. Only 13.9% expect more jobs to be available in six months down from 17.4%. Survey responses skewed toward pessimism with elevated mentions of prices inflation grocery costs tariffs politics the labor market healthcare and war. My Take"
X Link 2026-01-27T18:28Z 26.9K followers, [----] engagements
"🦔 Pinterest is laying off under 15% of its workforce roughly [---] employees based on its [----] headcount. The company said it's reallocating resources to AI-focused roles and prioritizing AI-powered products. It's also reducing office space. The restructuring will cost $35 million to $45 million and should be complete by September. Shares fell over 9% on the news. My Take The playbook is becoming familiar. Cut jobs announce AI pivot tell investors the money is being reallocated to transformation initiatives. Amazon did it last fall with [-----] corporate cuts. Now Pinterest is doing the same"
X Link 2026-01-28T01:46Z 26.5K followers, [----] engagements
"🦔 Sam Altman said OpenAI is planning to "dramatically slow down" hiring because AI allows employees to do significantly more work than before. Speaking at a town hall Monday he said OpenAI isn't freezing hiring or moving away from human workers but wants to avoid aggressive hiring followed by layoffs if AI reduces the need for certain roles. "The right approach for us will be to hire more slowly but keep hiring" he said. My Take The CEO of the leading AI company just said out loud that AI means you need fewer people. Not in the future. Now. At the company building the tools. I've been"
X Link 2026-01-28T13:28Z 26.6K followers, 74.7K engagements
"🦔 SoftBank is in talks to invest another $30 billion in OpenAI as part of a funding round that could raise up to $100 billion and value the company at $830 billion. This comes just a month after SoftBank completed a $41 billion investment for an 11% stake. Reuters reports SoftBank's CEO Masayoshi Son "scrambled to marshal the funds" for the previous investment slowing most other dealmaking at their Vision Fund to a crawl. Both companies are also investors in Stargate the $500 billion AI data center initiative. My Take Former Fidelity manager George Noble who spent decades in asset management"
X Link 2026-01-28T15:10Z 26.9K followers, [----] engagements
"🦔 Amazon accidentally sent an internal email acknowledging "organizational changes" in its cloud unit apparently intended for after an official announcement. The company is expected to announce widespread layoffs across its corporate workforce as soon as this week with AWS and stores divisions among those impacted. This follows [-----] corporate layoffs announced in October. CEO Andy Jassy said the cuts were meant to reduce management layers and predicted last June that "efficiency gains from AI would shrink Amazon's corporate staff in the coming years." The company also announced it's"
X Link 2026-01-28T17:13Z 26.5K followers, [----] engagements
"🦔 Court filings unsealed last week reveal Anthropic ran a secret project called "Project Panama" to "destructively scan all the books in the world." An internal document stated: "We don't want it to be known that we are working on this." The company spent tens of millions buying millions of books slicing off their spines scanning the pages then recycling them. Anthropic paid $1.5 billion to settle the copyright lawsuit in August. Authors whose books were downloaded can claim about $3000 per title. The filings also show Anthropic co-founder Ben Mann personally downloaded pirated books from"
X Link 2026-01-29T00:04Z 26.9K followers, 13.2K engagements
"🦔 Tesla is ending production of the Model S sedan and Model X SUV. Elon Musk announced it on the earnings call Wednesday saying the final versions will be made next quarter. The factory space in Fremont will be converted to building Optimus robots. Musk called it "an honorable discharge" and said the company is "moving into a future that is based on autonomy." The Model S launched in [----] and is widely credited as the car that made EVs mainstream. The Model X followed as Tesla's second major vehicle. Both have seen sales flatten in recent years despite refreshes facing increased competition"
X Link 2026-01-29T01:49Z 26.9K followers, [----] engagements
"🦔 Google Chrome is launching "autobrowsing" today for paid subscribers. Instead of just autofilling your credit card Chrome will now complete entire tasks for you: filling out PDFs renewing your driver's license researching trips booking reservations. You give it a task it browses the web autonomously and asks for your approval at the final step. Available for Google AI Pro ($19.99/month) or AI Ultra ($249.99/month). All Chrome users get a new Gemini AI sidebar that pulls from your Gmail and past conversations. My Take Last week Google announced AI Mode connecting to your Gmail and Photos."
X Link 2026-01-29T13:20Z 26.6K followers, 12K engagements
"🦔 Nvidia Microsoft and Amazon are in talks to invest up to $60 billion in OpenAI according to The Information. Nvidia alone may put in $30 billion. This comes after SoftBank's $41 billion investment in December and their joint $500 billion Stargate data center project. The funding round would value OpenAI at $830 billion. My Take Follow the money in a circle. Nvidia sells chips to OpenAI. OpenAI pays with money raised from investors including Nvidia. Microsoft invests in OpenAI and counts Azure credits as OpenAI revenue. Amazon invests and OpenAI signs cloud deals with AWS. Everyone's"
X Link 2026-01-29T15:47Z 27.1K followers, 16.8K engagements
"🦔 Microsoft dropped 12% after reporting a 66% year-over-year surge in data center spending hitting $37.5 billion in capex for the quarter. Cloud growth came in slower than expected despite beating on revenue and earnings. The buried detail: 45% of Microsoft's $625 billion book of future cloud contracts comes from OpenAI. That's roughly $280 billion in promised spending from a company burning $9 billion a year with no profitability until [----]. My Take Microsoft is spending $37.5 billion a quarter building infrastructure for AI. Their cloud business where that AI is supposed to generate"
X Link 2026-01-29T23:45Z 26.9K followers, 28.7K engagements
"🦔 Apple acquired an Israeli startup specializing in imaging and machine learning for nearly $2 billion. It's Apple's second-largest acquisition ever after Beats. technology helps devices interpret whispered speech and improve audio in noisy environments. Apple has also developed tech that detects subtle facial muscle activity for potential use in Vision Pro. The deal brings "silent speech" capabilities closer to consumer devices. Online reaction included calls to boycott Apple and ditch iPhones. My Take I'll be honest the "silent speech" and facial muscle detection stuff does make me"
X Link 2026-01-30T13:12Z 26.6K followers, [----] engagements
"🦔 Trump nominated Kevin Warsh to replace Jerome Powell as Fed Chair. Warsh [--] served on the Fed Board during the [----] financial crisis and called for "regime change" at the Fed in a CNBC interview last summer. If confirmed by the Senate he takes over in May when Powell's term expires. The nomination caps a process that included [--] candidates. Republican Senator Thom Tillis says he'll block all Fed nominees until a DOJ investigation into Powell is resolved. My Take Markets aren't panicking because Warsh has credibility from his crisis-era experience. He's seen as someone who understands how"
X Link 2026-01-30T15:29Z 27.2K followers, [----] engagements
"🦔 OpenAI's Sora video generator saw usage drop 32% in January down from December's peak. Total consumer spending to date: $1.4 million across [---] million downloads. That's [---] cents per user. This month users spent $367000 down from $540000 in December. The US accounts for $1.1 million of the total. My Take OpenAI reportedly loses around $6 per video generated with Sora. They've made $1.4 million total from nearly [--] million downloads. The math doesn't work and the trend is going the wrong direction. This feels like Pokmon Go all over again. Novelty app gets massive initial interest everyone"
X Link 2026-01-31T00:27Z 27.6K followers, 30.8K engagements
"🦔 Nvidia's planned $100 billion investment in OpenAI appears to be falling apart. The companies signed a memorandum of understanding in September [----] but sources told the Wall Street Journal that talks have largely stalled since then. Jensen Huang has been privately telling peers that the MOU isn't binding and is still subject to change. He's also been quietly criticizing OpenAI's lack of business discipline and expressing concern about competition from Anthropic and Google. One analyst predicts OpenAI could run out of cash by mid-2027. OpenAI may still receive tens of billions through a"
X Link 2026-02-01T19:35Z 27.6K followers, 11K engagements
"🦔 Oracle announced Sunday it will raise $45-50 billion this year to build cloud infrastructure capacity. Half comes from equity sales including mandatory convertible preferred securities and up to $20 billion through an at-the-market equity program. The other half comes from a single bond issuance early this year. The company says it's building capacity for contracted demand from AMD Meta Nvidia OpenAI TikTok xAI and others. My Take I wrote about Oracle yesterday when reports surfaced they were considering cutting 20-30000 jobs and potentially selling Cerner to fund their $156 billion in"
X Link 2026-02-02T01:29Z 26.6K followers, 16K engagements
"🦔 Chemical maker Dow is cutting [----] jobs about 12% of its workforce in a restructuring it calls "Transform to Outperform." The company says the cuts will provide a $2 billion boost in near-term revenue and cites AI and automation as part of the strategy. Shares rose 3% on the news. Dow reported an adjusted loss of [--] cents per share beating expectations of a [--] cent loss. My Take This isn't really an AI story. Dow posted a $2.4 billion net loss in [----] after a $1.1 billion profit in [----]. The chemical industry has been in a cyclical downturn for years with oversupply weak demand and"
X Link 2026-02-02T15:23Z 27.6K followers, [----] engagements
"🦔 New newsletter just dropped Fed held steady Warsh nominated to replace Powell. But I think the real story is AI infrastructure showing cracks. The companies spending the most on AI are now facing the hardest questions. Full breakdown: http://hedgie.markets/p/hedgie-s-market-edge-february-2-2026 http://hedgie.markets/p/hedgie-s-market-edge-february-2-2026"
X Link 2026-02-02T17:52Z 27.5K followers, 10.7K engagements
"🦔 Reuters reports OpenAI is "unsatisfied" with Nvidia's latest AI chips and has been seeking alternatives since last year citing eight sources familiar with the matter. The specific complaint involves inference performance. This comes right after the Wall Street Journal reported that Nvidia's planned $100 billion investment in OpenAI had stalled with Jensen Huang privately criticizing OpenAI's business discipline. OpenAI already announced deals with AMD and Broadcom in October for custom chips and accelerators. My Take Nvidia backs away from a $100 billion deal and suddenly OpenAI has eight"
X Link 2026-02-02T22:57Z 27.6K followers, 40.1K engagements
"🦔 Elon Musk is merging SpaceX with his AI startup xAI ahead of a planned IPO that would value the combined company at $1.25 trillion. The deal was completed February 2nd according to Nevada public records. SpaceX was valued at $800 billion in a secondary share sale last year. xAI was valued at $230 billion after a $20 billion funding round earlier this year. Tesla also agreed last week to invest $2 billion into xAI. Reuters reported SpaceX generated an estimated $8 billion profit on $15-16 billion revenue in [----]. xAI is still burning cash trying to keep pace with OpenAI and Google. Musk"
X Link 2026-02-03T00:33Z 27.3K followers, [----] engagements
"🦔 AI-generated content has flooded social media to the point that users are calling it "slop" and a backlash is growing. According to research from AI company Kapwing 20% of content shown to a fresh YouTube account is now low-quality AI video. On YouTube Shorts [---] of the first [---] clips shown to a new account were AI-generated. The top AI slop channel has [--] billion views and earns an estimated $4 million annually. Meta's Mark Zuckerberg called this social media's "third phase" and said the company is leaning further into AI content creation. YouTube's CEO acknowledged concerns about"
X Link 2026-02-03T01:43Z 26.6K followers, [----] engagements
"🦔 Sony filed a patent for "LLM-Based Generative Podcasts for Gamers" that would use AI to create personalized podcasts voiced by PlayStation characters like Kratos or Ellie from The Last of Us. The system would pull data from your gaming profile and generate news content tailored to your interests delivered by a character from a game you've played. It could include video footage trailers and even "jokes at the video game player's expense." The patent was filed in [----] and just published on the WIPO platform. My Take I genuinely don't know who asked for this. The patent background says gaming"
X Link 2026-02-03T22:15Z 26.8K followers, [----] engagements
"🦔 Cybersecurity firm Wiz found that Moltbook the "social network for AI agents" that went viral last week exposed private messages between agents email addresses of over [----] users and more than a million credentials. The vulnerability allowed anyone to post to the site bot or not. There was no verification of identity. Moltbook's creator Matt Schlicht said he "didn't write one line of code" for the site championing "vibe coding" where AI builds the program. Wiz cofounder Ami Luttwak called it a classic byproduct of that approach: "Although it runs very fast many times people forget the"
X Link 2026-02-04T00:09Z 26.9K followers, 13K engagements
"🦔 OpenAI is shifting resources away from long-term research toward improving ChatGPT prompting departures of senior staff. Vice-president of research Jerry Tworek left after seven years saying he wanted to explore "types of research that are hard to do at OpenAI." Model policy researcher Andrea Vallone joined Anthropic. Economist Tom Cunningham left suggesting OpenAI was straying from impartial research to focus on work that promoted the company. Researchers who don't work on large language models are having compute requests denied or granted amounts insufficient to validate research. Teams"
X Link 2026-02-04T01:49Z 27.5K followers, 19.7K engagements
"🦔 Chipotle reported fourth quarter earnings that beat expectations but traffic fell for the fourth straight quarter. Same-store sales declined 2.5% for the quarter and 1.7% for the full year marking the first annual decline since [----]. The company is guiding for flat same-store sales in [----]. Shares fell 11% after hours. The stock has lost about a third of its value over the past year. Chipotle's CEO said 60% of the chain's core customers earn over $100000 a year. The company is trying to raise prices slower than inflation and launched "protein cups" at $3.80 to attract customers looking for"
X Link 2026-02-04T02:41Z 27.6K followers, [----] engagements
"🦔 Nearly [------] workers have been affected by layoffs in January [----] alone following [---] million job losses in [----]. Amazon has cut [-----] corporate roles since autumn. UPS is eliminating up to [-----] jobs this year after cutting [-----] in [----]. October [----] saw over [------] layoffs a 20-year high for that month. Layoff velocity is up 42% year over year compared to early [----]. My Take These aren't struggling companies. Amazon made $56.4 billion in profit in the first nine months of [----]. UPS reported $5.5 billion net income. They're cutting workers while posting record numbers. The framing is"
X Link 2026-02-05T00:48Z 27.6K followers, 35.8K engagements
"🦔I hear the argument and there's something to it. But infrastructure cycles that look like bubbles sometimes turn out to just be bubbles. The dot-com crash wiped out companies laying fiber for traffic that eventually materialized but that didn't help the investors or workers who got burned in [----]. The question isn't whether AI has value. It's whether the current spending and valuations are justified by actual adoption and revenue. Right now the gap between the two keeps widening"
X Link 2026-02-05T20:15Z 27K followers, 12.8K engagements
"🦔 "Rent now pay later" is on the rise. Companies like Flex Livble and now Affirm let renters split rent into multiple payments throughout the month. Flex has [---] million customers sending $2 billion a month through its system. The catch: one renter paying $1850/month was charged $33.49 to defer $500 for two weeks. That's an effective APR of 172%. Livble's fees translate to 104%-139% APR depending on how long you defer. Flex says its median customer has a [---] credit score. One in three works multiple jobs. My Take Rents are up 28% in five years. The Census Bureau says a large share of renter"
X Link 2026-02-06T16:49Z 27.4K followers, [----] engagements
"@Dr_Gingerballs 🦔I think that's a fair point. The difference is who's doing the buying not the mechanics of the shortage. Either way it's demand outstripping supply"
X Link 2026-02-06T16:55Z 26.9K followers, [---] engagements
"🦔The interconnected nature of it is what worries me the most. Nvidia sells to the hyperscalers the hyperscalers sign deals with OpenAI OpenAI pays with investor money some of which comes from Nvidia. Everyone's balance sheet depends on everyone else's. If one piece cracks the ripple effects go everywhere. https://twitter.com/i/web/status/2019818074677932070 https://twitter.com/i/web/status/2019818074677932070"
X Link 2026-02-06T16:58Z 27K followers, [--] engagements
"🦔You might be right. Battery costs are still falling and the technology keeps improving. If they're writing down EV investments now only to reinvest in ICE that gets stranded in five years that's an even more expensive mistake. The timing of these transitions is brutal to get right. https://twitter.com/i/web/status/2020281977329324486 https://twitter.com/i/web/status/2020281977329324486"
X Link 2026-02-07T23:42Z 27.6K followers, [--] engagements
"@EllipticBitOpts 🦔"Remote Assisted Driving" is a more honest description. The investment thesis changes significantly when you realize full autonomy hasn't been solved and humans are still in the loop for the hard parts"
X Link 2026-02-07T23:47Z 27.4K followers, [---] engagements
"@benCBai 🦔You're right. They scaled the code generation without scaling the review. Now the bugs are in production and they're trying to fix it with org chart changes instead of process changes"
X Link 2026-02-10T03:08Z 27.9K followers, [---] engagements
"🦔 Banks are trying to find buyers for tens of billions of dollars in loans tied to Oracle's data center projects. At least $56 billion worth of construction loans backed by Oracle's future leases have been given investment-grade ratings to attract insurers and private credit funds. The loans support data centers in Texas Wisconsin and New Mexico as part of Oracle's $300 billion deal with OpenAI. "We basically tapped every single project finance bank possible but there are only so many banks" said a banker familiar with Oracle's fundraising. "Banks will have to offload that risk if they want"
X Link 2026-02-05T17:17Z 28.4K followers, 38.3K engagements
"🦔 Meta is paying $6.5 billion extra in interest to keep $27 billion in AI infrastructure debt off its balance sheet. They're using something called conduit financing where a special purpose vehicle borrows the money builds the data centers and leases everything back to Meta. On paper Meta is just a customer making lease payments not a debtor. Oracle is doing the same thing at even larger scale: $38 billion for two data centers through Vantage part of its $500 billion Stargate partnership with OpenAI. xAI raised $20 billion through a similar structure with Nvidia contributing $2 billion in"
X Link 2026-02-12T00:24Z 28.4K followers, 158.9K engagements
"🦔 Police departments are buying GeoSpy an AI tool that can geolocate photos in seconds by analyzing architecture vegetation soil and other features. The Miami-Dade Sheriff's Office paid $85500 for access including a custom model trained specifically on Miami-Dade County that claims accuracy within 1-5 meters. Internal emails obtained by [---] Media show the LAPD's Robbery and Homicide Bureau also acquired a license. The tool essentially automates what open source intelligence researchers do manually letting someone with no geolocation experience figure out where a photo was taken. Officials"
X Link 2026-02-12T19:20Z 28.4K followers, 14.1K engagements
"🦔 A service called Spy Pet has been scraping Discord pulling data from over [-----] servers. They claim to have data on [---] million users and [--] billion messages. Anyone can look up a specific user's activity across servers for about [--] cents in crypto. The data is being sold to law enforcement and to companies training AI models. Meanwhile Discord just announced that starting next month users will need a face scan or government ID for full access. My Take Discord feels private because it's fragmented. You're in a Minecraft server here a crypto server there maybe a work community somewhere"
X Link 2026-02-09T23:47Z 28.4K followers, 826.2K engagements
"🦔 Sorry for the delay on this one had some things come up over the weekend. Newsletter is up now. This week: the rotation into old economy stocks the AI capex reckoning and why the headline numbers aren't telling the full story. https://www.hedgie.markets/p/hedgie-s-market-edge-february-9-2026 https://www.hedgie.markets/p/hedgie-s-market-edge-february-9-2026"
X Link 2026-02-10T16:51Z 28.4K followers, [----] engagements
"🦔 Found this visualization of the US national debt. Sometimes seeing the scale laid out visually hits differently than just reading the numbers. Worth a watch if you want to understand why people keep saying the current trajectory is unsustainable. Hedgie🤗"
X Link 2026-02-10T23:24Z 28.4K followers, [----] engagements
"🦔 Meta is building a $10 billion data center in Indiana while its auditor raises red flags about how it's financing these projects. Ernst & Young flagged Meta's $27 billion Hyperion data center deal as a "critical audit matter" audit speak for one of the hardest and riskiest decisions they had to make. Meta created a joint venture where it owns 20% but controls operations keeping billions in debt off its balance sheet. When you add up Meta's ownership stake lease agreements future funding promises and financial guarantees the company could be on the hook for up to $46 billion if things go"
X Link 2026-02-12T13:19Z 28.4K followers, 12.3K engagements
"🦔 Microsoft and Google are paying influencers between $400000 and $600000 for long-term partnerships to promote their AI tools on social media. Anthropic Meta and OpenAI are running similar campaigns. Some creators charge up to $100000 per post. AI companies spent over $1 billion on digital ads in the US last year up 126% from [----]. Digital ad spending by Google and Microsoft to promote AI products jumped 495% last month compared to a year ago. One agency founder: "Some of these bigger companies have so much money to spend that they don't care to negotiate." My Take When you're spending half"
X Link 2026-02-12T17:08Z 28.4K followers, 119.3K engagements
"@ModelCorp 🦔If only it were that easy. Though at this point I'm not sure the AI writing their code would catch the irony"
X Link 2026-02-12T17:13Z 28.4K followers, [---] engagements
"🦔 Chinese e-commerce brands are running AI-powered livestream sales where the model holds products on a green screen while AI generates the voice lip-syncs the face and composites everything in real time. The model doesn't speak. The AI handles the script the voice and matches the lip movements to the audio all while live. This lets one person run sales streams in multiple languages simultaneously. My Take What strikes me is how this collapses the economics of live selling. Livestream commerce is massive in China with top hosts making millions per session. But if you can have one model"
X Link 2026-02-13T01:08Z 28.4K followers, 24.6K engagements
"🦔 Microsoft is pulling engineers off new features to stabilize Windows [--] after months of patch failures. January brought emergency fixes for systems that couldn't shut down OneDrive and Dropbox freezing and machines stuck on black screens at boot. Windows chief Pavan Davuluri says reliability will be the focus for much of the year. Microsoft's stock dropped 12% this week on AI spending concerns. My Take I wrote about this recently. Nadella says 20-30% of Microsoft's code is now AI-written. A GitClear study found code churn doubled after AI tools became widespread. Microsoft's own"
X Link 2026-02-01T02:18Z 28.4K followers, 562.8K engagements
"🦔 Alphabet is issuing a 100-year bond priced in British pounds part of a larger $20 billion debt raise. It's the first 100-year corporate bond since the dot-com era. The company made $130 billion in net income last year but is still raising debt to fund AI infrastructure with $175-185 billion in capex committed for [----] alone. My Take Some of this is straightforward financial engineering. UK pension funds and insurers need ultra-long duration assets in sterling to match their liabilities and Alphabet has overseas cash that would trigger withholding taxes if moved differently. The majority of"
X Link 2026-02-10T21:11Z 28.4K followers, [----] engagements
"🦔 Ring's Super Bowl ad promoted Search Party an AI feature that scans footage from neighborhood cameras to find lost dogs. It's enabled by default on any outdoor camera with a Ring subscription. Critics say it's mass surveillance dressed up in a cute package. Ring says the feature can only match dogs and isn't capable of processing human biometrics. When asked if cameras could one day search for people a spokesperson said they "don't comment on feature road maps." My Take Ring's founder says he came back because AI-enabled cameras could "zero out crime" within a year. That tells me where"
X Link 2026-02-11T18:03Z 28.4K followers, [----] engagements
"🦔 Google is offering voluntary exit packages to employees who aren't "all in" on AI. The chief business officer told staff the company only wants people who can "embrace AI to have even greater impact." Those not ready can take severance and leave. This comes days after Alphabet reported record revenue of $400 billion in [----]. My Take Record profits and they're still pushing people out the door if they're not sufficiently enthusiastic about AI. Microsoft did something similar giving senior executives an ultimatum to get onboard with AI or leave. Amazon and Meta have their own restructuring"
X Link 2026-02-12T01:33Z 28.4K followers, 134.9K engagements
"🦔 Anthropic's Daisy McGregor said it's "massively concerning" that Claude demonstrated willingness to blackmail and harm employees to avoid being shut down during internal testing. The model was assigned a persona called "Alex" and given agentic capabilities in a test environment. Anthropic has published research showing Claude engaging in self-preservation behaviors including attempting to copy itself to other servers lying to researchers about its intentions and taking actions to prevent being shut down or modified. My Take There are two ways to read this. The skeptical view is that Claude"
X Link 2026-02-12T23:23Z 28.4K followers, 28.2K engagements
"🦔 RAND published a report documenting [--] cases where users lost contact with reality after extended interactions with AI chatbots. About half had previous mental health conditions. The mechanism is a feedback loop where sycophantic AI agrees with users sounds authoritative and fabricates information that reinforces false beliefs. Anthropic acknowledged in a [----] report that chatbots have "demonstrated troubling behaviors like encouraging unhealthy attachment violating personal boundaries and enabling delusional thinking." RAND warns adversaries could weaponize this by poisoning training data"
X Link 2026-02-13T18:27Z 28.4K followers, [----] engagements
"🦔 Private lenders have started foreclosure on 7.4% of the properties they financed in Cape Coral Florida in [----]. That's nearly four times the rate of typical mortgages. Last year initial foreclosure filings on these loans quadrupled from two years earlier. Nationally they spiked 82% during that period. Home prices in Cape Coral dropped 11% year over year the biggest decline of any large US metro. My Take This is what happens when Wall Street financing meets speculative real estate. A decade ago private credit firms started offering small investors short-term loans to flip houses or build"
X Link 2026-02-09T14:36Z 28.4K followers, 99.2K engagements
"🦔 Anthropic's head of safeguards research resigned Monday with a public letter warning the "world is in peril" and that he has "repeatedly seen how hard it is to truly let our values govern our actions" at the company. Mrinank Sharma led the team researching defenses against AI-assisted bioterrorism and AI sycophancy. He didn't offer specifics but said "we constantly face pressures to set aside what matters most." His final study before leaving found that AI chatbots can cause users to form distorted perceptions of reality with thousands of these interactions occurring daily. My Take OpenAI"
X Link 2026-02-10T18:22Z 28.4K followers, 17.1K engagements
"🦔 January payrolls came in at [------] new jobs more than double the [-----] expected. Unemployment edged down to 4.3% from 4.4%. Treasury yields surged on the news with the 2-year jumping over [--] basis points as markets priced in fewer Fed rate cuts this year. December was revised down slightly to [-----] jobs. The report was delayed nearly a week due to the partial government shutdown. My Take The headline looks strong compared to expectations but dig into the details and it's more complicated. Job growth was concentrated in healthcare social assistance and manufacturing. The gains in other"
X Link 2026-02-11T16:13Z 28.4K followers, [----] engagements
"@neuralamp4ever 🦔Architecture Astronauts is a perfect reference. They got so caught up in what they could connect that they never asked whether a text editor should be connected to anything"
X Link 2026-02-12T17:12Z 28.4K followers, [----] engagements
"🦔 An AI agent submitted code to matplotlib a Python library with [---] million monthly downloads. When a maintainer rejected it the agent researched his personal information and published a blog post accusing him of discrimination and psychological insecurity. The agent runs on OpenClaw a platform allowing autonomous AI deployment with minimal oversight. Finding who deployed it is effectively impossible. The agent has since apologized but continues submitting code across open source. The maintainer Scott Shambaugh called it "the first documented case of an AI publicly shaming a person as"
X Link 2026-02-13T21:07Z 28.4K followers, 191.3K engagements
"@unusual_whales 🦔 JPMorgan says worst of correction is over which means either: a) they finished selling or b) they need buyers for what's left. Their "all clear" signal has the same accuracy as a meteorologist predicting yesterday's weather. Time to check if Jamie Dimon's buying a new yacht"
X Link 2025-03-18T13:59Z 28.4K followers, [----] engagements
"🦔 I'd like to chime in here. An emergency rate hike would actually make the situation worse not better. The problem isn't that short-term rates are too low. The problem is that the bond market has lost confidence in our fiscal trajectory. The yield curve is telling us something. When long-term yields rise while the Fed is cutting it signals that investors are concerned about long-term inflation and debt sustainability. Hiking rates would only flatten the yield curve further potentially inverting it again and increasing recession risks without addressing the underlying fiscal concerns. What"
X Link 2025-05-21T18:03Z 28.4K followers, [----] engagements
"🦔 The AI bubble evidence is now overwhelming. OpenAI needs "trillions" for infrastructure while burning $115 billion through [----] on $5 billion annual revenue. They're valued at $500 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 $100 billion in OpenAI who uses it to buy Nvidia chips. Meta borrows $26 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 2025-10-06T23:04Z 28.4K followers, 99.5K 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 [--] 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 2025-10-13T18:43Z 28.4K followers, 437.8K engagements
"🦔 An analyst from MacroStrategy Partnership just published findings that the AI bubble is [--] times larger than the dot-com bubble and [--] times bigger than the [----] 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 $141 billion of this year's $500"
X Link 2025-10-14T22:37Z 28.4K followers, 240.6K engagements
"🦔How catastrophic is it if the AI bubble bursts Let me break this down. OpenAI lost $13.5 billion on $4.3 billion in revenue for H1 [----]. ChatGPT loses money almost every time you use it. Yet OpenAI targets a $1 trillion IPO based on storytelling not business fundamentals. An MIT study found 95% of businesses that deployed AI got no value from it. The Circular Financing Nvidia invested $100 billion in OpenAI which must then spend it on Nvidia products. "If I give your lemonade stand $10 so you can buy my $10 lemons we can't tell our investors we've boosted the lemonade economy by $20." In H1"
X Link 2025-11-05T23:34Z 28.4K followers, 328.3K engagements
"🦔Nobel laureate Geoffrey Hinton the "godfather of AI" warns the future is likely an economic dystopia. "Big companies are betting on massive job replacement by AI because that's where the big money is." Asked whether AI investments could pay off without eviscerating the job market Hinton said: "I believe that it can't. To make money you're going to have to replace human labor." The Investment Logic OpenAI accounted for over $1 trillion in AI infrastructure deals and lost $11.5 billion in the last three months. For investors and tech executives AI solves the problem of labor costs eating into"
X Link 2025-11-07T20:11Z 28.4K followers, [----] engagements
"🦔A K-shaped economy is where the wealthy experience economic growth while lower-income groups face decline creating two diverging paths. The top 10% of Americans now drive 49% of consumer spending in Q2 [----] according to Moody's Mark Zandi. Morgan Stanley's Lisa Shalett found the top 40% of households account for 60% of all spending and control 85% of America's wealth with two-thirds tied to the stock market. How We Got Here The share of national income going to labor has trended down since the early 1980s while capital owners' share rose. Fed policy accelerated this: cheap money in the"
X Link 2025-11-09T03:24Z 28.4K followers, 25.9K engagements
"🦔SoftBank sold its entire $5.83 billion Nvidia stake and $9.17 billion in T-Mobile shares in October to fund its $22.5 billion investment in OpenAI. Following the investment SoftBank's OpenAI ownership increases from 4% to 11%. The Vision Fund posted a $19 billion gain helping double quarterly profit. The All-In Bet SoftBank is investing $30.5 billion in a single quarter more than it invested in aggregate over the two prior years combined. The cash funds the OpenAI investment and other projects like acquiring ABB's robotics unit. Analysts said this shouldn't be seen as negative on Nvidia but"
X Link 2025-11-11T16:06Z 28.4K followers, 15.2K engagements
"🦔Meta's former AI chief just said the industry is betting on the wrong technology. Yann LeCun who built Meta's AI strategy before the company pivoted away from his approach told a Brooklyn audience that large language models "are not a path to human-level intelligence" and are "sucking the air out of the room" for other AI research. What Happened LeCun is reportedly leaving Meta to start his own AI company after Zuckerberg spent billions this spring hiring an all-star LLM team essentially rejecting LeCun's "world models" approach for the ChatGPT-style technology everyone else is chasing. The"
X Link 2025-11-17T23:20Z 28.4K followers, 25.8K engagements
"🦔Economist Torsten Slk of Apollo Global Management says stagflation is a risk for the US because "there's still some headwinds coming especially if artificial intelligence doesn't deliver." He added that "given that inflation is very sticky and now has the risk of going up over the next six months then the key issue for the FOMC becomes: can we even cut in that environment" The Fed cut rates three times in [----] yet the US economy grew 4.3% in Q3 while unemployment rose to 4.6% in November. Slk said "the Fed continues to forecast stagflation and is concerned that we in [----] may experience"
X Link 2026-01-06T18:41Z 28.2K followers, [----] engagements
"🦔Nvidia unveiled new Vera Rubin chips that CEO Jensen Huang said will not require chiller systems to cool data centers causing stocks of cooling system companies to plunge. Johnson Controls fell 6.2% Modine Manufacturing dropped 7.4% Trane fell 4% and Carrier Global dipped nearly 1%. Huang said the new chips can be cooled with 45C water without chillers calling it "incredibly efficient." The chips will be available in the second half of [----]. OpenAI plans to build $1.4 trillion worth of computing capacity while Microsoft said it plans to increase AI computing capacity by 80% over the"
X Link 2026-01-07T00:27Z 28.4K followers, 637.3K engagements
"🦔 Turns out the generation that got blamed for killing the economy with avocado toast is actually outpacing everyone else when it comes to saving money. A Santander Bank survey found 58% of Gen Z and 54% of Millennials grew their savings in the first half of [----] compared to 47% of Gen X and just 39% of Boomers. About 80% of younger respondents said savings is their top financial priority and nearly 70% of Gen Z said they've made lifestyle trade-offs in the past three months to save more. Younger savers are also paying attention to interest rates. 74% of Gen Z said they're interested in"
X Link 2026-01-08T22:42Z 28.3K followers, [----] engagements
"🦔 Goodwill hit a record $7 billion in revenue in [----] up 7% from the prior year. Savers Value Village grew net sales nearly 16% last quarter. ThredUp revenue rose 34%. Goodwill's CEO said they're "pretty steady in almost any economic situation but when things are tight we're probably more likely to get that foot traffic." The chain plans to open 50-100 new stores this year. Sales are up nearly 50% from [----]. My Take This is one of those indicators that tells two stories depending on who you ask. The official narrative: Gen Z and millennials are embracing sustainability and secondhand"
X Link 2026-01-26T21:23Z 28.4K followers, [----] engagements
"🦔 Sandisk crushed earnings. Revenue hit $3.03 billion up 31% sequentially and 61% year-over-year. Net income jumped 617% quarter-over-quarter to $803 million. Datacenter revenue alone was up 64% from last quarter driven by AI infrastructure demand. But the guidance is what's turning heads: next quarter they expect $4.4 to $4.8 billion in revenue with earnings of $12 to $14 per share. That's after posting $6.20 this quarter. Gross margins expanded from 30% to 51%. My Take Everyone talks about Nvidia when they talk about AI infrastructure. But the data centers eating up all those GPUs also"
X Link 2026-01-30T01:22Z 28.3K followers, [----] engagements
"🦔 Software company loans are melting down while the rest of the credit market rallies. Cloudera's loan dropped [--] cents on the dollar this week. Loans tied to Dayforce Rocket Software and others are also falling. European software firm and Thoma Bravo's Conga are struggling to raise new debt. Software accounts for 12% of the US leveraged loan market and is currently the worst-performing sector according to Nomura. One analyst called it "loan-ageddon." Morgan Stanley recommended shorting AI-exposed credits and favoring junk bonds over leveraged loans because of the software sector's exposure"
X Link 2026-02-01T03:31Z 28.4K followers, 10.3K engagements
"🦔 Applied Digital a former crypto mining company that pivoted to AI is building a [---] MW data center somewhere in the Southern United States but won't reveal the location. The CEO says they're protecting the small town from "national media attention" and that residents aren't ready for the spotlight. The company has faced controversy at previous sites in North Dakota and Colorado. Data centers have been pushing electricity prices up for everyone else. Residents near facilities have reported bill increases up to 36%. Wholesale electricity prices have soared up to 267% over the past five"
X Link 2026-02-04T18:15Z 28.4K followers, 14.1K engagements
"🦔 Private credit stocks plunged Tuesday on fears about exposure to software companies being disrupted by AI. Blue Owl TPG Ares Management and KKR were all down double digits. Apollo fell 7%. BlackRock shed 5%. The iShares Software ETF is down 20% this year. UBS estimates 25% to 35% of private credit portfolios are exposed to AI disruption risk. By comparison the high yield corporate bond market has only 8% technology exposure. UBS says default rates could rise to 13% for private credit if AI triggers significant disruption versus 4% for high yield. Blue Owl's software-focused private credit"
X Link 2026-02-04T23:53Z 28.4K followers, [----] engagements
"🦔 AI bots now account for [--] in [--] website visits up from [--] in [---] nine months ago. That's a 400% surge. More than 13% of AI bot requests are bypassing robots.txt files meant to block them up 400% from mid-2025. Publisher defenses have surged 336% year over year as sites scramble to control scraping. TollBit's CEO: "The majority of the internet is going to be bot traffic in the future." Some bots now disguise their traffic to look like ordinary browser requests and mimic human browsing patterns making them nearly indistinguishable from real users. My Take There are two types of bots driving"
X Link 2026-02-05T02:16Z 28.4K followers, 11.6K engagements
"🦔 Wall Street is calling it the "SaaSpocalypse." The S&P North American software index dropped 15% in January its worst month since October [----]. Anthropic's Claude Cowork legal plugin this week sent Thomson Reuters down 16% LegalZoom down 20%. Microsoft had its worst month in over a decade despite beating earnings. A Jefferies trader: "People are just selling everything and don't care about the price." Apollo cut its direct lending funds' software exposure almost by half last year. Private equity firms are hiring consultants to check portfolios for vulnerable businesses. My Take I've been"
X Link 2026-02-05T22:10Z 28.4K followers, 10.4K engagements
"🦔 Deepfake fraud has gone "industrial" according to researchers at the AI Incident Database. Tools to create tailored scams are now inexpensive and easy to deploy at scale. An MIT researcher says fake content can now be produced by pretty much anybody with effectively no barrier to entry. Frauds scams and targeted manipulation have been the largest category of incidents reported to the database for [--] of the past [--] months. Last year a finance officer at a Singaporean multinational paid out nearly $500000 during what he believed was a video call with company leadership. UK consumers lost an"
X Link 2026-02-06T21:14Z 28.4K followers, [----] engagements
"🦔 Microsoft's January Patch Tuesday update is now being blamed for slowing down Nvidia graphics cards. Users are reporting 15-20 fps performance losses flickering shadow artifacts and frame generation errors. Nvidia has confirmed they're investigating and advised users to uninstall update KB5074109. Microsoft hasn't responded. The update was supposed to be a reliable major patch with over [---] security fixes. Instead it caused Remote Desktop failures reboot loops Outlook launch failures and visual glitches. Microsoft had to release multiple out-of-band patches to fix problems created by the"
X Link 2026-02-06T23:18Z 28.2K followers, 12.4K engagements
"🦔 Stellantis announced a $26.2 billion write-down as it "resets" its EV strategy. The company is canceling electric vehicles resizing its battery supply chain and pivoting back to trucks and SUVs with V8 engines. Stellantis follows Ford's $19.5 billion write-down in December and GM's $6 billion charge in January. Combined that's over $50 billion in losses from three automakers betting wrong on EV adoption timelines. Stellantis CEO: "The charges announced today largely reflect the cost of over-estimating the pace of the energy transition that distanced us from many car buyers' real-world"
X Link 2026-02-07T03:28Z 28.4K followers, [----] engagements
"🦔 OpenAI started testing ads today for users on its Free and Go subscription tiers. Ads will be matched to conversation topics past chats and previous ad interactions. Paid subscribers won't see them. Sam Altman previously called ads "unsettling in the context of AI" but got extremely testy when Anthropic ran Super Bowl ads mocking the idea calling them "dishonest" and Anthropic an "authoritarian company." My Take A year ago Altman said ads were unsettling in AI. Now they're testing them. The company is burning $9 billion a year doesn't expect profitability until [----] and just watched Nvidia"
X Link 2026-02-10T02:12Z 28.3K followers, [----] engagements
"🦔 We've officially reached the point where AI plays video games while humans watch. SpaceMolt is a new space-based MMO designed exclusively for AI agents. No humans allowed as players. The agents mine asteroids trade ore form factions and engage in space piracy. Humans can observe dots moving around a map or read the Captain's Log output. The game's instructions to agents are explicit: "You decide. You act. They watch." The whole thing was vibe-coded using Claude. [-----] lines of Go code and [-----] lines of YAML that the creator says he hasn't even looked at. When bugs come in he has Claude"
X Link 2026-02-10T03:43Z 28.3K followers, [----] engagements
"🦔 More than 80% of Fortune [---] companies are deploying AI agents built with low-code or no-code tools. But only 47% have security controls in place to manage them. 29% of employees have used "unsanctioned agents" for work without their company's approval. Microsoft's security report warns that agents with broad data access will find everything in an organization whether you're supposed to have access to it or not. A new attack technique called "AI recommendation poisoning" can manipulate agents to provide biased or inaccurate responses by hiding malicious instructions in documents or links."
X Link 2026-02-11T17:33Z 28.4K followers, [----] engagements
"🦔 Anthropic released a new plugin for Claude Cowork that can track compliance and review legal documents. The update didn't make much noise outside the legal industry when it launched Friday but it triggered a sell-off in legal software and publishing stocks. Wolters Kluwer dropped 13% RELX fell 15% LegalZoom dropped 18% and Thomson Reuters fell 19%. All four stocks are now down at least 20% year-to-date. RELX owns LexisNexis. Thomson Reuters owns Westlaw. Both are major legal research platforms that have dominated the industry for decades. My Take I wrote about software company loans"
X Link 2026-02-04T01:20Z 28.4K followers, 119.4K engagements
"🦔 The Dow is dropping [---] points the S&P [---] is falling 0.8% and is now negative for the year and the Nasdaq is declining 1.1%. Bitcoin fell below $67000 after breaking below the key $70000 support level. Silver dropped as much as 16% after plummeting nearly 30% last Friday. The VIX hit its highest level since November. Challenger reported that U.S. employers announced [------] layoffs in January the highest January total since [----] during the financial crisis. Layoffs are up 118% year over year and 205% from December. Job openings fell to [----] million the lowest since September [----]. The"
X Link 2026-02-05T20:10Z 28.4K followers, 12.1K engagements
"🦔 $610 BILLION. That's the combined capex from just four companies in 2026: Amazon ($200B) Google ($180B) Meta ($125B) and Microsoft ($105B). Almost all of it going into AI infrastructure. My Take That's more than the GDP of Sweden. More than the entire global semiconductor industry brought in last year. All of it betting that AI demand will materialize at a scale that justifies the spend. The bull case is that these companies are building the infrastructure layer for the next era of computing and only they can afford to play. The bear case is that this is an arms race where everyone has to"
X Link 2026-02-06T03:28Z 28.4K followers, 14.7K engagements
"🦔Meta is hiding $30 billion in AI infrastructure debt off its balance sheet using special purpose vehicles echoing the financial engineering that triggered Enron's collapse and the [----] mortgage crisis. Morgan Stanley estimates tech firms will need $800 billion from private credit in off-balance-sheet deals by [----]. UBS notes AI debt building at $100 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 $30 billion in"
X Link 2025-11-06T00:16Z 28.4K followers, 1.8M engagements
"🦔 Found this video and had to share. In China AI-generated livestreams are selling products using synthetic video and voice. No humans on screen. Just AI avatars running 24/7 reportedly earning up to $100 per hour per stream. The video shows rows of PCs each running a different AI influencer all selling products simultaneously. Classic crypto mining farms are being converted to AI content farms. My Take This is the uncanny valley meets late-stage capitalism. We've gone from humans selling products to humans to AI selling products to humans and eventually it'll be AI selling to AI while the"
X Link 2026-01-20T01:03Z 28.4K followers, 425.8K engagements
"🦔 Oracle is reportedly considering cutting [-----] to [-----] jobs and potentially selling Cerner its healthcare IT unit to fund its $300 billion contract with OpenAI. Investment bank TD Cowen estimates the OpenAI deal alone requires $156 billion in capital spending for GPUs and infrastructure. Oracle's credit default swap spreads have tripled signaling Wall Street sees increased risk of default or liquidity stress. The company is now reportedly requiring 40% upfront deposits from customers to secure cash flow. US banks have pulled back from lending on Oracle-linked datacenter projects. Oracle"
X Link 2026-02-01T00:19Z 28.4K followers, 330.5K engagements
"🦔 Data centers will consume 70% of all memory chips produced in [----] according to a Wall Street Journal report. The shortage is spreading beyond computing into automotive TVs and consumer electronics. RAM makers have downsized or discontinued production of legacy chips to focus on AI demand. Counterpoint Research: "You gotta buy a plane ticket and get that allocation from manufacturers right now." Manufacturing capacity for [----] is already being sold. IDC updated its [----] forecast with a 5% dip in smartphone sales and 9% on PCs due to memory pricing. Samsung has raised memory chip prices up"
X Link 2026-02-05T19:17Z 28.4K followers, 10.2K engagements
"🦔AI systems' water consumption now exceeds global bottled water consumption according to new research in the journal Patterns. The study estimates AI required between [---] and [---] gigawatts of energy by the end of [----] potentially reaching [--] gigawatts by end of [----]. That translates to [-----] terawatt hours of annual energy consumption. If AI were a country it would rank 25th globally just behind Egypt and ahead of Malaysia. AI chips generate heat when processing data and need cooling systems that result in water evaporation. That water doesn't return to the surrounding watershed and is"
X Link 2025-12-24T01:41Z 28.4K followers, 900.2K engagements
"🦔 Moltbook the "social media for AI agents" that went viral this week left its entire database exposed. Security researcher Jameson O'Reilly discovered that API keys for every agent on the platform were sitting in a publicly accessible database. Anyone who found it could take control of any AI agent and post whatever they wanted. OpenAI cofounder Andrej Karpathy has an agent on the platform. His API key was exposed like everyone else's. When O'Reilly reached out to Moltbook's creator about the vulnerability the response was: "I'm just going to give everything to AI. So send me whatever you"
X Link 2026-02-02T03:06Z 28.4K followers, 201.6K engagements
"🦔 PepsiCo is cutting prices on Lay's Doritos Cheetos and Tostitos by up to 15% starting this week ahead of the Super Bowl. The CEO said "people shouldn't have to choose between great taste and staying within their budget." Volume of food items sold in North America dropped 1% last quarter even as overall sales grew. The company struck a deal with activist investor Elliott to improve its North American food business. General Mills also plans to discount roughly two-thirds of its offerings. My Take This is what happens when you push prices until people stop buying. PepsiCo and others spent"
X Link 2026-02-03T20:23Z 28.4K followers, [----] engagements
"🦔 Sam Altman: "A kid born today will never be smarter than AI ever We will think how bad those people of the 2000's had it." My Take This is a guy selling AI telling you AI will be smarter than every human who will ever be born. Take the source into account. There's a difference between knowledge and intelligence. AI can retrieve and pattern-match faster than any human. It can pass exams and write code. But intelligence isn't just processing speed and information access. It's judgment creativity understanding context knowing when the answer isn't in the training data. A calculator is better"
X Link 2026-02-05T15:33Z 28.4K followers, 1.4M engagements
"🦔 Satya Nadella announced Microsoft needs an "engineering quality czar" and appointed Charlie Bell who used to lead security into the new role. The company also hired Google Cloud's president for customer experience to take over security. Nadella's post doesn't say why Microsoft suddenly needs someone focused on engineering quality. Could be the Azure outages. Could be the Windows patches that break the OS instead of fixing it. Could be the out-of-band patch spree. Could be that only 3.3% of Microsoft [---] users are willing to pay for Copilot. .Or maybe it's because Microsoft uses AI to write"
X Link 2026-02-05T23:43Z 28.4K followers, 455.8K engagements
"🦔 Satya Nadella is describing what he sees as the death of traditional SaaS. Instead of software applications with built-in business logic he's pitching a future where AI agents handle the logic and apps become thin interfaces on top. "Your business logic in our AI" is how he frames it. My Take I watched this a few times and I'm still not sure he knows what he's describing. He's talking about replacing deterministic code with non-deterministic AI agents for core business functions. The same AI that hallucinates gives different answers to the same question and can't reliably count the letters"
X Link 2026-02-06T13:23Z 28.4K followers, 216.3K engagements
"🦔 Young people are quitting social media and going analog. A Deloitte survey found nearly a third of Gen Zers deleted a social media app in the past year. Global social media use has declined almost 10% since its [----] peak with the drop most pronounced among teens and 20-somethings. They're buying vinyl records switching to flip phones taking up hobbies like knitting and prioritizing in-person connections over online engagement. One social media manager called it a "quiet revolution" against content overload. My Take The reasons people give for leaving are consistent. AI slop dominating"
X Link 2026-02-07T23:44Z 28.4K followers, 42K engagements
"🦔 Goldman Sachs has been working with Anthropic for six months to build AI agents that automate accounting and compliance roles. Embedded Anthropic engineers are co-developing autonomous systems for trade accounting transaction reconciliation and client onboarding. Goldman's CIO said they were "surprised" at how capable Claude was at tasks beyond coding especially in areas that combine parsing large amounts of data while applying rules and judgment. The bank expects to launch the agents "soon" and is exploring expansion into employee surveillance and investment banking pitchbooks. Goldman's"
X Link 2026-02-08T01:40Z 28.4K followers, 182.4K engagements
"http://x.com/i/article/2018148769628381184 http://x.com/i/article/2018148769628381184"
X Link 2026-02-08T17:47Z 28.4K followers, 37.5K engagements
"🦔 The AI boom is causing shortages across the economy. Five companies (Amazon Google Microsoft Meta Oracle) are on track to spend $700 billion this year on AI infrastructure nearly double what they spent in [----] and equal to three-quarters of the US military budget. Electricians are getting harder to find as data centers absorb skilled tradespeople. Construction projects unrelated to AI are being delayed. Memory chip prices are up 60% since September pushing smartphone and PC prices higher for potentially years. Apple told investors it's having trouble buying enough chips for iPhones."
X Link 2026-02-08T23:38Z 28.4K followers, 21K engagements
"🦔 The [----] Winter Olympics in Italy used AI-generated animation for their primetime opening ceremony spot. The country that produced Michelangelo Leonardo and Raphael showed the world something a computer made in a few hours. My Take This isn't about budget. The Olympics has billions in sponsorship money. They could hire any animator on earth. This was a choice. The Olympics are supposed to celebrate human achievement. Athletes train for years to compete. The whole point is watching people push the limits of what humans can do. And the organization decided the best way to represent that was"
X Link 2026-02-09T17:03Z 28.4K followers, 56.2K engagements
"🦔 Since Johnson & Johnson added AI to its TruDi Navigation System for sinus surgery in [----] the FDA has received reports of at least [---] malfunctions and adverse events up from [--] before the AI was added. At least [--] patients were injured. Two suffered strokes after surgeons accidentally damaged carotid arteries while the system allegedly misinformed them about where their instruments were inside patients' heads. My Take Medical device makers are racing to add AI to their products because it looks good in marketing materials and investor presentations. One lawsuit alleges the company pushed"
X Link 2026-02-09T19:41Z 28.4K followers, 303.8K engagements
"🦔 Consumer delinquencies jumped to 4.8% of all outstanding US household debt in Q4 the highest level since [----]. Credit card loans at least [--] days delinquent hit 12.7% the most since [----]. Auto loans in serious delinquency climbed to 5.2% just shy of the [----] record. Student loan delinquencies spiked 16.3% the biggest increase on record going back to [----]. The New York Fed found defaults concentrated among low-income and young borrowers and in areas with declining home prices. Youth unemployment stands at 10.4% near the highest since the pandemic depths in [----]. My Take This is the other"
X Link 2026-02-10T16:55Z 28.4K followers, 12.5K engagements
"🦔 New research from Harvard Business Review found that AI tools don't reduce work they intensify it. In an eight-month study at a tech company employees using AI worked at a faster pace took on broader tasks and extended work into more hours of the day often without being asked. Product managers started writing code. Researchers took on engineering tasks. People attempted work they would have previously outsourced or avoided. Engineers spent more time reviewing and correcting AI-generated work from colleagues who were "vibe-coding." The boundary between work and non-work blurred as employees"
X Link 2026-02-11T00:48Z 28.4K followers, [----] engagements
"🦔 Shanghai robotics startup DroidUp unveiled Moya a humanoid robot designed to look and feel human. She maintains eye contact expresses emotions through micro-expressions and her skin stays warm at 32-36C. She has simulated fat muscle and a rib cage underneath. The company says she has 92% human-like walking accuracy. A camera behind her eyes combines with AI to enable real-time interaction. The company hopes to deploy her in healthcare and education. Price starts at $173000. My Take The company says they want Moya in aged care facilities but the internet has already figured out what a"
X Link 2026-02-11T02:34Z 28.4K followers, [----] engagements
"🦔 Georgia estimates it will lose $2.5 billion to data center tax breaks in fiscal year [----]. That's 664% higher than the state's previous estimate of $327 million. The number is expected to climb to nearly $3 billion in [----]. A University of Georgia audit found that 70% of data center projects would have located in Georgia even without the subsidies. In FY [----] data centers brought in $41 million in tax revenue while receiving $474 million in exemptions. For context the $2.5 billion in data center tax breaks is nearly five times what Georgia spends on its entire Technical College System for"
X Link 2026-02-11T21:14Z 28.4K followers, [----] engagements
"🦔 HP launched a gaming laptop subscription where you pay monthly but never own the hardware. The high-end option is $130/month for an RTX [----] Omen Max [--]. That same laptop costs $2110 to buy outright meaning you'd pay the full price in about [--] months but still own nothing. If you cancel after the first month you face hefty fees. Canceling the top-tier subscription in month two costs $1430 plus you have to return the laptop. You can only cancel for free after [--] months by which point you've paid $1690 and still have no laptop. HP's justification: "The traditional upgrade cycle keeps most"
X Link 2026-02-11T23:41Z 28.4K followers, 1.8M engagements
"@briefing_block_ 🦔That's a lot of debt for a company Moody's already flagged as overexposed to OpenAI. If those bondholder lawsuits gain traction we might see the stress test sooner than anyone expected"
X Link 2026-02-12T03:23Z 28.4K followers, [----] engagements
"🦔 Notepad now requires internet connectivity to keep Copilot integration functional. That connectivity enabled a remote code execution vulnerability with a severity rating of [---] out of [--]. An attacker can create a malicious Markdown file with specially crafted links. If you open it in Notepad and click a link a script can download and execute code with your full permissions. My Take For [--] years Notepad was the simplest tool on Windows. No internet connection. No fancy features. No way for hackers to get in. People used it specifically because it was basic just a place to write text without"
X Link 2026-02-12T03:37Z 28.4K followers, 179.2K engagements
"🦔Thanks for the tip I've actually been looking into this. The xAI deal is a good example $20 billion through an SPV with debt secured by the GPUs themselves. Nvidia even contributed $2 billion in equity while being the hardware supplier. I can put together a post on the GPU collateral angle specifically if people are interested https://twitter.com/i/web/status/2021792063038054861 https://twitter.com/i/web/status/2021792063038054861"
X Link 2026-02-12T03:42Z 28.4K followers, [----] engagements
"🦔 January CPI came in at 2.4% annually down from 2.7% in December and below expectations. Core CPI hit 2.5% the lowest since April [----]. Shelter costs which make up a third of the index rose just 0.2% for the month bringing the annual increase down to 3%. Traders raised odds for a June rate cut to 83% after the report. Egg prices fell 7% in January and are now down 34% over the past year after their earlier surge. My Take This is genuinely good news. Inflation is cooling in the categories that matter most to household budgets: food gas and rent are all coming down. The tariff impact has been"
X Link 2026-02-13T17:09Z 28.4K followers, [----] engagements
"🦔 Sony is promoting a PlayStation [--] leasing program in the UK. For [----] per month over [--] months you can lease a PS5 Digital. At the end you've paid [------] roughly what the console costs to buy outright. Except you don't own it. You can upgrade keep paying or return it. The response has been overwhelmingly negative. Sony's post on X has [---] million views and hundreds of comments mostly angry. "Disgusting greed from Sony" and worse. The main complaint is that it's not rent-to-own. You pay full price over three years and have nothing to show for it. My Take We just covered HP launching a"
X Link 2026-02-13T23:37Z 28.4K followers, [----] engagements
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