# ![@Ross__Hendricks Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1009411619179331585.png) @Ross__Hendricks Ross Hendricks

There are concerns about the sustainability of the current market, particularly with regards to the tech sector and the hype surrounding AI. Many are questioning the valuations of big tech stocks, citing high multiples of free cash flow and potential for a bubble to burst. Some investors are also warning of a potential slowdown in consumer spending and a credit bubble.

### Engagements: [------] [#](/creator/twitter::1009411619179331585/interactions)
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### Mentions: [--] [#](/creator/twitter::1009411619179331585/posts_active)
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### Followers: [------] [#](/creator/twitter::1009411619179331585/followers)
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### CreatorRank: [-------] [#](/creator/twitter::1009411619179331585/influencer_rank)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  46.21% [finance](/list/finance)  40% [technology brands](/list/technology-brands)  27.59% [automotive brands](/list/automotive-brands)  13.1% [cryptocurrencies](/list/cryptocurrencies)  4.83% [countries](/list/countries)  4.14% [celebrities](/list/celebrities)  2.76% [exchanges](/list/exchanges)  2.76% [products](/list/products)  2.07% [social networks](/list/social-networks)  0.69%

**Social topic influence**
[ai](/topic/ai) 23.45%, [market](/topic/market) 13.79%, [$tsla](/topic/$tsla) 12.41%, [in the](/topic/in-the) 8.97%, [money](/topic/money) 7.59%, [flow](/topic/flow) 6.9%, [cash flow](/topic/cash-flow) 6.21%, [stocks](/topic/stocks) #4770, [open ai](/topic/open-ai) 5.52%, [$goog](/topic/$goog) #106

**Top accounts mentioned or mentioned by**
[@icgmode](/creator/undefined) [@gobirds555](/creator/undefined) [@agent0088156721](/creator/undefined) [@compound248](/creator/undefined) [@gn21759785](/creator/undefined) [@jonboy9002](/creator/undefined) [@xyzdkfe](/creator/undefined) [@realjohngaltfla](/creator/undefined) [@pableaux](/creator/undefined) [@thaliabloomai](/creator/undefined) [@numerounochef](/creator/undefined) [@jasongeater](/creator/undefined) [@milotrader1](/creator/undefined) [@icg_mode](/creator/undefined) [@theonebutlerian](/creator/undefined) [@garyhaubold](/creator/undefined) [@levandovsky](/creator/undefined) [@mrneutralman](/creator/undefined) [@compoundpapi](/creator/undefined) [@rafaellspring](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [EQT, Corp. (EQT)](/topic/$eqt) [S&P Global Inc (SPGI)](/topic/$spgi) [Bitcoin (BTC)](/topic/bitcoin) [Oracle Corporation (ORCL)](/topic/$orcl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [LandBridge Company LLC (LB)](/topic/$lb) [WaterBridge Infrastructure LLC (WBI)](/topic/$wbi) [Viper Energy Partners LP (VNOM)](/topic/$vnom) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [NVIDIA Corp. (NVDA)](/topic/$nvda) [GitLab Inc. (GTLB)](/topic/$gtlb) [VICI Properties, Inc. (VICI)](/topic/$vici) [SPDR GOLD ETF (GLD)](/topic/$gld) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Everyone slowly then all at once coming to the same realization that the AI hype is exactly that hype. Used to justify trillions in capex that will likely never see a return. Honestly Ben Affleck actually knowing AI and the landscape caught me off guard but as a writer makes sense. Great takes across the board. https://t.co/IcPe0n9302 Honestly Ben Affleck actually knowing AI and the landscape caught me off guard but as a writer makes sense. Great takes across the board. https://t.co/IcPe0n9302"  
[X Link](https://x.com/Ross__Hendricks/status/2012744656941887522)  2026-01-18T04:31Z 28.8K followers, 255.7K engagements


"$GTLB owners can thank Chamath for this one . only the start"  
[X Link](https://x.com/Ross__Hendricks/status/2014456546868994090)  2026-01-22T21:54Z 28.8K followers, [----] engagements


"@Mr_Neutral_Man @compoundpapi What are your thoughts on $vici"  
[X Link](https://x.com/Ross__Hendricks/status/2015477804368834709)  2026-01-25T17:32Z 28.8K followers, [---] engagements


"There's only one major US #natgas driller that entered [----] without hedges on and is fully capitalizing on these prices Go $EQT We did it. A $50 HH cash trade. 💥 #natgas https://t.co/KqF96m1Tfr We did it. A $50 HH cash trade. 💥 #natgas https://t.co/KqF96m1Tfr"  
[X Link](https://x.com/Ross__Hendricks/status/2015826219229393401)  2026-01-26T16:36Z 28.8K followers, [----] engagements


"No one owns enough $eqt Winter is in full control across the eastern U.S. The Ohio Valley will see temperatures 20+ degrees below normal over the next week and as we move into February this cold pattern looks ready to stick around. https://t.co/2myypFQcD3 Winter is in full control across the eastern U.S. The Ohio Valley will see temperatures 20+ degrees below normal over the next week and as we move into February this cold pattern looks ready to stick around. https://t.co/2myypFQcD3"  
[X Link](https://x.com/Ross__Hendricks/status/2016273601557610804)  2026-01-27T22:14Z 28.8K followers, [----] engagements


"Friendly reminder to the $GLD and $SLV bulls . record volume spikes are almost universally a sell signal We call this distribution We call this distribution"  
[X Link](https://x.com/Ross__Hendricks/status/2017285412310401029)  2026-01-30T17:14Z 28.7K followers, 11.7K engagements


"The timing isnt a question of how much companies will spend Its a question of how long investors will allow it A 50% share price decline changes this overnight. Price drives the narrative not the other way around Regarding the question about how early we are in AI $GOOG guided Capex this year to grow at 108% at $175-185B. Previously the Street was expecting 30% growth or $116B. Meta is now well behind Google at 74% growth. Let the arms race continue. Regarding the question about how early we are in AI $GOOG guided Capex this year to grow at 108% at $175-185B. Previously the Street was"  
[X Link](https://x.com/Ross__Hendricks/status/2019169373395775901)  2026-02-04T22:01Z 28.7K followers, 15.3K engagements


"@compound248 Nah only holding up because it owns a stake in anthropic"  
[X Link](https://x.com/Ross__Hendricks/status/2019217793078456813)  2026-02-05T01:13Z 28.8K followers, [----] engagements


"@gn21759785 Now do price to free cash flow"  
[X Link](https://x.com/Ross__Hendricks/status/2019229118815256753)  2026-02-05T01:58Z 28.8K followers, [---] engagements


"@Rafael_L_Spring Apples and oranges YouTube didnt require massive ongoing capex"  
[X Link](https://x.com/Ross__Hendricks/status/2019377753825395146)  2026-02-05T11:49Z 28.8K followers, [---] engagements


"$goog crushes earnings and clearly emerging as the AI leader and yet stock gets whacked why $200B in capex The market is now punishing the reckless AI spending which means this bubble is cooked"  
[X Link](https://x.com/Ross__Hendricks/status/2019407186623877129)  2026-02-05T13:46Z 28.7K followers, [----] engagements


"@Jonboy9002 Price to free cash flow is where you'll find the stretched valuation The bubble is in the "E" not the "PE ratio""  
[X Link](https://x.com/Ross__Hendricks/status/2019429170552664092)  2026-02-05T15:13Z 28.7K followers, [---] engagements


"Headlines you see when a capex bubble is bursting RIP bull market we had a good run"  
[X Link](https://x.com/Ross__Hendricks/status/2019519754739019843)  2026-02-05T21:13Z 28.8K followers, 30K engagements


"@xyzdkfe In case you havent noticed Mr market is killing the capex bonanza announcements"  
[X Link](https://x.com/Ross__Hendricks/status/2020793430276718697)  2026-02-09T09:34Z 28.8K followers, [----] engagements


"The biggest military buildup in the Middle East since we invaded Iraq and youre bearish #oil anon B-52 bombers capable of carrying nuclear weapons have landed at Al Udeid Air Base in Qatar on alert for Iran. These legendary Cold War giants once patrolled the Soviet border armed with real nukes now back in the spotlight. https://t.co/fpryqvxRsI B-52 bombers capable of carrying nuclear weapons have landed at Al Udeid Air Base in Qatar on alert for Iran. These legendary Cold War giants once patrolled the Soviet border armed with real nukes now back in the spotlight. https://t.co/fpryqvxRsI"  
[X Link](https://x.com/Ross__Hendricks/status/2021008475703410897)  2026-02-09T23:49Z 28.9K followers, [----] engagements


"@RealJohnGaltFla We need Marky Mark on the job"  
[X Link](https://x.com/Ross__Hendricks/status/2021406992951304453)  2026-02-11T02:12Z 28.8K followers, [---] engagements


"$GOOG [----] CAPEX at $175-185B vs $119.5B EST Bye bye free cash flow hello debt markets Big tech is officially risking it all on AI Let's hope there's some cash at the end of the rainbow"  
[X Link](https://x.com/Ross__Hendricks/status/2019161492017541542)  2026-02-04T21:29Z 28.9K followers, [----] engagements


"The trillion dollar question for $GOOG shares is: what multiple will investors assign to a business that will burn through $50 billion in cash this year And this isn't a one-off capex binge. this is a permanent shift in the business model from a capital light compounder to something more like a railroad https://twitter.com/i/web/status/2019164775356223693 https://twitter.com/i/web/status/2019164775356223693"  
[X Link](https://x.com/Ross__Hendricks/status/2019164775356223693)  2026-02-04T21:42Z 28.9K followers, 28.9K engagements


"Time to unload some bags stat BREAKING: SpaceX advisers have reached out to major index providers including Nasdaq to discuss how SpaceX can join key indexes sooner than normal per WSJ. SpaceX might be joining the S&P [---] very soon. BREAKING: SpaceX advisers have reached out to major index providers including Nasdaq to discuss how SpaceX can join key indexes sooner than normal per WSJ. SpaceX might be joining the S&P [---] very soon"  
[X Link](https://x.com/Ross__Hendricks/status/2019246536279093664)  2026-02-05T03:07Z 28.9K followers, 29.3K engagements


"Friendly reminder in the wake of $amzn getting drilled 10% on another insane capex guide shareholders will revolt The timing isnt a question of how much companies will spend Its a question of how long investors will allow it A 50% share price decline changes this overnight. Price drives the narrative not the other way around The timing isnt a question of how much companies will spend Its a question of how long investors will allow it A 50% share price decline changes this overnight. Price drives the narrative not the other way around"  
[X Link](https://x.com/Ross__Hendricks/status/2019522853499240631)  2026-02-05T21:25Z 28.9K followers, [----] engagements


"$CLBT +10% since the SAAS-pocalypse lows The market must be learning that you can't vibe code your way into the proprietary hardware needed to crack iOS devices One of the silliest sell offs I've seen in some time Earnings tomorrow"  
[X Link](https://x.com/Ross__Hendricks/status/2021273081629593738)  2026-02-10T17:20Z 28.9K followers, [----] engagements


"@icg_mode idk this guy but I've made my biggest returns from buying fear and selling greed"  
[X Link](https://x.com/Ross__Hendricks/status/2021607445135544405)  2026-02-11T15:29Z 28.9K followers, [---] engagements


"@icg_mode yes I'm the one guy lol spoiler alert: you don't need a 100% hit rate to make money in the market"  
[X Link](https://x.com/Ross__Hendricks/status/2021608368054362334)  2026-02-11T15:32Z 28.9K followers, [--] engagements


"@icg_mode Because you can't win 100% of the time it's logically insufficient to justify an investment That sounds like a pretty tough hurdle rate What's your 100% hit rate framework"  
[X Link](https://x.com/Ross__Hendricks/status/2021609378026037310)  2026-02-11T15:36Z 28.9K followers, [--] engagements


"@icg_mode yes there should. and it just so happens that $SPGI is literally one of the best businesses on earth So buying when its cheap is a pretty easy way to win"  
[X Link](https://x.com/Ross__Hendricks/status/2021612285806981257)  2026-02-11T15:48Z 28.9K followers, [--] engagements


"@capytalmgmt Paying up It's at a discount to the S&P [---] The premium valuation isn't just about the moat. It's also about the fact that it converts 30% of every dollar into free cash flow"  
[X Link](https://x.com/Ross__Hendricks/status/2021615909245182204)  2026-02-11T16:02Z 28.9K followers, [---] engagements


"@GoBirds555 one can only hope"  
[X Link](https://x.com/Ross__Hendricks/status/2021655056475730110)  2026-02-11T18:38Z 28.9K followers, [---] engagements


"@GoBirds555"  
[X Link](https://x.com/Ross__Hendricks/status/2021660619792068809)  2026-02-11T19:00Z 28.9K followers, [---] engagements


"@pableaux Who knows where the bottom is but buying the worlds highest quality compounders at less than 20x probably works out"  
[X Link](https://x.com/Ross__Hendricks/status/2021812312995434678)  2026-02-12T05:03Z 28.9K followers, [---] engagements


"@4unselected Imminently @grok compile a list of the top insane asylum corporations time to load the boat"  
[X Link](https://x.com/Ross__Hendricks/status/2022113793950855195)  2026-02-13T01:01Z 28.9K followers, [--] engagements


"@Agent0088156721 Both no brainers if you have a 3+ year time horizon"  
[X Link](https://x.com/Ross__Hendricks/status/2022125371731431840)  2026-02-13T01:47Z 28.9K followers, [--] engagements


"Dont have time to educate you on the billions of dollars worth of excess fiber cable that was laid down during that period not to mention switches and routers and everything else so will just address the second point. The general public is balls long stocks as well as the professionals so were perfectly positioned for a bear by all historic precedent https://twitter.com/i/web/status/2022409021341487371 https://twitter.com/i/web/status/2022409021341487371"  
[X Link](https://x.com/Ross__Hendricks/status/2022409021341487371)  2026-02-13T20:34Z 28.9K followers, [--] engagements


"Top ideas for [----]. Permian water + data center boom: $LB $WBI Energy recovery: $VNOM $TPL $EQT Deep value in consumer staples: $DEO $KMB $BTI Fallen angles in "AI disrupted" software: $ADBE $FIG $CRM Discounted compounders: $CPRT $BAH Slop bowl recovery: $CMG $CAVA Idiosyncratic opportunities: $SFM $NVO $KVUE $CELH All hedged with a large short against the $QQQ https://twitter.com/i/web/status/2006771543670407514 https://twitter.com/i/web/status/2006771543670407514"  
[X Link](https://x.com/Ross__Hendricks/status/2006771543670407514)  2026-01-01T16:56Z 28.9K followers, 44.2K engagements


"The bull case for $tpl $vnom $eqt $lb and $wbi in a nutshell The AI revolution is about to get a reality slap. - US electricity generation has been flat for [--] decades - By [----] AI is expected to add the equivalent of Spains electricity demand to the US grid Everyone wants to invest in new data centers. No one wants to invest in https://t.co/Zyad5RIYBi The AI revolution is about to get a reality slap. - US electricity generation has been flat for [--] decades - By [----] AI is expected to add the equivalent of Spains electricity demand to the US grid Everyone wants to invest in new data centers. No"  
[X Link](https://x.com/Ross__Hendricks/status/2007274713031307446)  2026-01-03T02:15Z 28.9K followers, 11.2K engagements


"We can disagree on which CRM or SAAS tool gets disrupted by AI but one thing we should be able to agree on is that ain't no one vibe coding Body Cameras or Tasers not to mention the proprietary data and software that goes with them Buying $AXON on every dip from here Yes I know it's still "expensive" at mid-50s forward multiple. but what do you expect to pay for a capital-light monopoly growing at 30% per year with 20% FCF margins https://twitter.com/i/web/status/2019094009315049522 https://twitter.com/i/web/status/2019094009315049522"  
[X Link](https://x.com/Ross__Hendricks/status/2019094009315049522)  2026-02-04T17:01Z 28.9K followers, [----] engagements


"Looks like bombing campaign it is . bad news for everyone except military contractors and #oil speculators BREAKING: U.S. officials told Iran 'it's either this or nothing' and they (Iran) said 'Ok then nothing' Axios BREAKING: U.S. officials told Iran 'it's either this or nothing' and they (Iran) said 'Ok then nothing' Axios"  
[X Link](https://x.com/Ross__Hendricks/status/2019113778881704077)  2026-02-04T18:20Z 28.9K followers, [----] engagements


"The only thing worse than losing all your money on $mstr is wasting 100+ hours of your life studying a pump and dump Ponzi scheme I think about him often https://t.co/v3y5VilhyG I think about him often https://t.co/v3y5VilhyG"  
[X Link](https://x.com/Ross__Hendricks/status/2019771546764562574)  2026-02-06T13:53Z 28.9K followers, 36.3K engagements


"Prediction: [--] months from now it will be abundantly clear that vibe coding isnt disrupting software engineering and there will be horror stories from those who tried $MSFT could very well be the first case study 🦔 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 https://t.co/PFOyW27LIW 🦔 Satya Nadella announced Microsoft needs an "engineering quality czar" and appointed"  
[X Link](https://x.com/Ross__Hendricks/status/2020743394029396138)  2026-02-09T06:15Z 28.9K followers, 163.4K engagements


"Didn't anyone tell Wells Fargo about the vibe coding You know the thing wiping out hundreds of billions of dollars off the world's greatest software platforms which we can now one-shot with a single session on Claude Someone should tell them WELLS FARGO CFO: THIS YEAR'S INITIATIVES DOESN'T RELY ON AI; BENEFITS FROM AI WILL BE SEEN NEXT YEAR AND BEYOND WELLS FARGO CFO: THIS YEAR'S INITIATIVES DOESN'T RELY ON AI; BENEFITS FROM AI WILL BE SEEN NEXT YEAR AND BEYOND"  
[X Link](https://x.com/Ross__Hendricks/status/2021400288662520120)  2026-02-11T01:45Z 28.9K followers, [----] engagements


"Truly one of the greatest disconnects I've seen The software disruption is nowhere to be found anywhere in the world except the stonk market Das SaaS Blutbad geht unvermindert weiter. In der Software-Branche selbst versteht es um mich herum niemand denn von Disruption durch AI ist im Tagesgeschft des Software-Business nix zu spren. Die Tech-Brsen agieren gerade in einem Paralleluniversum zur realen Welt. https://t.co/KsqUkPYwCq Das SaaS Blutbad geht unvermindert weiter. In der Software-Branche selbst versteht es um mich herum niemand denn von Disruption durch AI ist im Tagesgeschft des"  
[X Link](https://x.com/Ross__Hendricks/status/2021658307807867229)  2026-02-11T18:51Z 28.9K followers, 17.9K engagements


"Noticing a pattern that private money finds itself at the epicenter of every major market kerfuffle from subprime auto shitloans to software shitcos and everything in between Almost like we shoved trillions of dollars into private markets to bypass the regulations and risk governors of the public markets with all of the predictable consequences But couldn't happen to a better group of grifters tbh THE BUBBLE IN SOFTWARE PRIVATE EQUITY (PRIVATE CREDIT EDITION): I posted this roughly a year ago. Given what's happened in the last year YA'LL NEED TO READ IT AGAIN. I deep dove a ton of lending"  
[X Link](https://x.com/Ross__Hendricks/status/2018841048668086498)  2026-02-04T00:16Z 28.9K followers, 15.4K engagements


"The AI bubble summarized in one beautiful post I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old product manager in Atlanta Georgia. I make $185000 a year. I have a golden retriever named Bayesian. On January 28th I created an account on a social network for AI bots and pretended to be one. I was I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old product manager in Atlanta Georgia. I make $185000 a year. I have a golden retriever named Bayesian. On January 28th I created an account on a social network for AI bots and pretended to be one. I was"  
[X Link](https://x.com/Ross__Hendricks/status/2021406665942368698)  2026-02-11T02:11Z 28.9K followers, 158.4K engagements


"AI demand is so high that we cant price it at a level to make any money Definitely not a bubble OpenAI predicts a $14 billion loss in [----] per PCGamer. OpenAI predicts a $14 billion loss in [----] per PCGamer"  
[X Link](https://x.com/Ross__Hendricks/status/2021572295689490729)  2026-02-11T13:09Z 28.9K followers, 156.5K engagements


"Thank you to the $spgi panicans for the opportunity to buy one of the worlds greatest businesses at 20x earnings"  
[X Link](https://x.com/Ross__Hendricks/status/2021601875921977522)  2026-02-11T15:07Z 28.9K followers, 12.7K engagements


"$MCO and $SPGI credit ratings literally destroyed the global financial system in [----]. and yet they remained the gold standard in the nearly two decades since. Along the way any number of competitors could (and have) come up with competing credit ratings systems. That alone should tell you something about the durability of the moat. Where do you think $MCO and $SPGI get their regulatory moat from Is that Gospel "everyone can do credit rating" is so true but not everyone can do credit rating across all of credit on every single credit. AI will devalue analytical work. Once that's gone it is"  
[X Link](https://x.com/Ross__Hendricks/status/2021646871312171211)  2026-02-11T18:05Z 28.9K followers, 14.4K engagements


"I was told to write down $SPGI's capital IQ platform to zero and then value the business Makes sense until you realize the financial world runs on $25k/yr software with user interfaces stuck in the 1980s"  
[X Link](https://x.com/Ross__Hendricks/status/2021657190176522275)  2026-02-11T18:46Z 28.9K followers, 85.9K engagements


"$GOOG and $MSFT are reportedly paying influencers up to $600k to promote their AI slop on social media. Remember this every time you stumble across a breathless "OMG AI is taking over the world" fluff piece from your favorite social media shill"  
[X Link](https://x.com/Ross__Hendricks/status/2022009618088747425)  2026-02-12T18:07Z 28.9K followers, [----] engagements


"Gotta love how were slowly bringing back all the hallmarks of the dot com bubble Now at the junk bond financing for rapidly depreciating assets stage Getting closer NVIDIA WILL LEASE A DATA CENTER THAT IS PAID FOR WITH $3.8 BILLION IN HIGH-RISK JUNK BONDS NVIDIA WILL LEASE A DATA CENTER THAT IS PAID FOR WITH $3.8 BILLION IN HIGH-RISK JUNK BONDS"  
[X Link](https://x.com/Ross__Hendricks/status/2022072656095502422)  2026-02-12T22:17Z 28.9K followers, 66.8K engagements


"$1M insider buy at $SPGI $SPGI Director Joly Hubert buys $997459 of shares marking the second insider buy during the past [--] years. SPGI is down by 22% YTD driven by fears of AI disruption and a earnings guidance miss for [----]. https://t.co/Qvi78geupD $SPGI Director Joly Hubert buys $997459 of shares marking the second insider buy during the past [--] years. SPGI is down by 22% YTD driven by fears of AI disruption and a earnings guidance miss for [----]. https://t.co/Qvi78geupD"  
[X Link](https://x.com/Ross__Hendricks/status/2022100347481977094)  2026-02-13T00:07Z 28.9K followers, [----] engagements


"Send the asteroid JUST IN: NYC bar opens for people with "AI" partners dining tables optimized to dine with your AI companion. JUST IN: NYC bar opens for people with "AI" partners dining tables optimized to dine with your AI companion"  
[X Link](https://x.com/Ross__Hendricks/status/2022110411915768231)  2026-02-13T00:47Z 28.9K followers, [----] engagements


"Just used Claude to vibe code the iPhone blueprints Planning a public release tomorrow Expecting $AAPL shares to hit $0 inside of three months min six months max Apologies in advance and RIP to the bulls"  
[X Link](https://x.com/Ross__Hendricks/status/2022113467311014270)  2026-02-13T00:59Z 28.9K followers, [----] engagements


"Launching a full scale war with Iran will go down as the single worst decision of the Trump administration And no one owns enough #oil"  
[X Link](https://x.com/Ross__Hendricks/status/2022697245116895426)  2026-02-14T15:39Z 28.9K followers, [----] engagements


"Gas is $5 a gallon [--] year old Honda Civics cost $20k suburban middle class homes cost half a mil and rent is $2000 a month Hope the $3k in stimmy checks was worth it"  
[X Link](https://x.com/anyuser/status/1535060008572170240)  2022-06-10T00:43Z 28.9K followers, 27.3K engagements


"The U.S. govt has looted the strategic petroleum reserve to artificially lower #oil prices ahead of mid-term elections. Now at the lowest levels since [----]. Good thing there's no geopolitical hot spots that could threaten global energy supplies amirite"  
[X Link](https://x.com/Ross__Hendricks/status/1561362995648905216)  2022-08-21T14:42Z 28.9K followers, [----] engagements


"Someone big is liquidating $TSLA"  
[X Link](https://x.com/Ross__Hendricks/status/1579907097030184960)  2022-10-11T18:49Z 28.9K followers, [---] engagements


"Outside of $TSLA the last company I saw post 50% unit growth with flat opex was Luckin Coffee"  
[X Link](https://x.com/Ross__Hendricks/status/1582872831565901829)  2022-10-19T23:14Z 28.9K followers, [----] engagements


"Not sure who needs to hear this but When one of the largest globally systemic banking institutions gets bought in a last minute fire sale at less than 20% tangible book value that is not bullish"  
[X Link](https://x.com/Ross__Hendricks/status/1637503080580169729)  2023-03-19T17:15Z 28.9K followers, 235.9K engagements


"$TSLA price cutting helped move volume at the expense of collapsing margins across the board. Congratulations $TSLA longs you now own a traditional automaker competing on price at the expense of profitability"  
[X Link](https://x.com/Ross__Hendricks/status/1648781871600287746)  2023-04-19T20:13Z 28.9K followers, 143K engagements


"Maybe the TGA refill sucking over a trillion in liquidity from financial markets does in fact matter"  
[X Link](https://x.com/Ross__Hendricks/status/1666497228792291351)  2023-06-07T17:27Z 28.9K followers, 28.7K engagements


"Exciting to see the first new bull market in history that begins at 20x forward earnings"  
[X Link](https://x.com/Ross__Hendricks/status/1668081719407198209)  2023-06-12T02:24Z 28.9K followers, 214.5K engagements


"Someone must really like the CPI numbers that the rest of us will be reading about tomorrow a.m"  
[X Link](https://x.com/Ross__Hendricks/status/1668335028600975361)  2023-06-12T19:10Z 28.9K followers, 138.2K engagements


"Dont look now but the St Louis Fed just forecasted a negative GDP print for Q2 Anyone remember the last time a new bull market started with this trend in GDP growth"  
[X Link](https://x.com/Ross__Hendricks/status/1670047042104709121)  2023-06-17T12:33Z 28.9K followers, 142.6K engagements


"For those claiming "Markets are forward looking and pricing in improving fundamentals" Allow me to present a short story in two charts. Part 1: $AAPL [----] ESP estimates have done nothing but decline since last October"  
[X Link](https://x.com/anyuser/status/1670407226148700161)  2023-06-18T12:24Z 28.9K followers, 523.2K engagements


"It's very simple. If you're still bullish here you're ignoring the three golden rules of not getting your ass handed to you in financial markets. 1) Don't fight the Fed (tightest Fed in two generations) 2) Price over news. Stocks ignore bad news in bull markets and they ignore good news in bear markets (see mega cap tech selling off despite blowout earnings) 3) Nothing good happens below the 200-day moving average (S&P [---] now decisively below the 200-day) If you're ignoring these timeless indicators of a bear market because CNBC clowns and fintwit gurus are citing "seasonality" "oversold"  
[X Link](https://x.com/anyuser/status/1717311990513758250)  2023-10-25T22:47Z 28.9K followers, 238.5K engagements


"I hate to break it to you but interest rates are only half of the equation in mortgage affordability. The other half of course is the price of a home. which is at all time highs. As a result housing affordability has never been lower. The idea that you should overpay for a home in the hopes of refinancing later is a dangerous leveraged bet that rates will come down. What if rates stay higher and affordability reverts to the mean via lower home prices Good luck refinancing when you're underwater to the tune of hundreds of thousands of dollars. Hope that rates magically come down and ignoring"  
[X Link](https://x.com/anyuser/status/1727095806870647111)  2023-11-21T22:45Z 28.9K followers, 305.3K engagements


"$tsla to trade below $100 before year-end Mark it"  
[X Link](https://x.com/anyuser/status/1742651579604631608)  2024-01-03T20:58Z 28.9K followers, 181.7K engagements


"Elon Musk audibly laughed when asked if $tsla will grow at 50% from here Finally were on the same page Bagholders take note"  
[X Link](https://x.com/anyuser/status/1750291584124371111)  2024-01-24T22:56Z 28.9K followers, 49.5K engagements


"$TSLA now down 60% as the Nasdaq breaks out to new all time highs It never was a tech stock Now its not even a growth stock Just a regular auto company on its way to trading at regular auto company multiples of 8x earnings"  
[X Link](https://x.com/anyuser/status/1750541663183765576)  2024-01-25T15:30Z 28.9K followers, 111.6K engagements


"$QQQ down 2% overnight as bull market gurus discover the concept of "priced in" peak cycle earnings Next up: macro tourists will baghold citing low employment and strong GDP Fun fact: The Nasdaq lost 40% of its value in Q2 [----] with nominal GDP running at over 7% and unemployment at multi-decade lows of 3.8%"  
[X Link](https://x.com/anyuser/status/1752474604176593049)  2024-01-30T23:31Z 28.9K followers, 167.7K engagements


"Powell presser takeaway: we're giving up on the inflation fight and QT because there's an election to win and $2T+ perpetual budget deficits to finance. If you don't own assets you lose. Sorry poors"  
[X Link](https://x.com/anyuser/status/1770542404585807874)  2024-03-20T20:06Z 28.9K followers, 127K engagements


"So apparently Musk claims Reuters is lying by citing multiple internal sources that the Model [--] plans were shelved Maybe hes right. Maybe Reuters fabricated these sources from whole cloth. Or maybe the guy who faked the largest corporate buyout in history is not being truthful. Choose your liar"  
[X Link](https://x.com/anyuser/status/1776283170570170748)  2024-04-05T16:18Z 28.9K followers, 114.4K engagements


"$tsla burned $2.5 billion of cash in a single quarter. Thats a stunning reversal of the cash flow windfall it earned during the pandemic years. Welcome to the auto business where excess capacity and waning demand can turn your cash flow statement and balance sheet upside down. And heres the fun part: the press release tells investors to expect meaningful volume declines throughout [----]. After that what new product lineup is going to turn things around There is no pipeline just delusions of a robotaxi that does not and will not ever exist. The cash inferno is just getting started. $tsla faces"  
[X Link](https://x.com/anyuser/status/1782868441973526710)  2024-04-23T20:25Z 28.9K followers, 471.5K engagements


"$PYPL just flipped on the monetization switch for Venmo"  
[X Link](https://x.com/anyuser/status/1793706678778483187)  2024-05-23T18:12Z 28.9K followers, 287.9K engagements


"Friendly reminder: $tsla is a post-growth auto company trading at 90x earnings"  
[X Link](https://x.com/anyuser/status/1808143054106210579)  2024-07-02T14:17Z 28.9K followers, 77.6K engagements


"Buying $AAPL at 35x earnings on the hope that consumers - the same ones getting crushed by a cost of living crisis cutting discretionary spending on everything from $SBUX coffee to $MCD burgers - would embark on an historic upgrade cycle for $1100 iPhones because of AI Siri might go down as one of the greatest Wall Street delusions in modern history. Interesting that after a sharp spike higher this morning Apple's stock has now rolled over and is down on the day. From Verizon's Q2 earnings report presentation this morning: "Consumer Wireless equipment revenue was $4.1 billion down 6.5% year"  
[X Link](https://x.com/anyuser/status/1815426166989226270)  2024-07-22T16:38Z 28.9K followers, 324.6K engagements


"What if I told you that rampant accounting chicanery has inflated mega-cap tech earnings by the largest degree in modern history And that if you price these companies on a free cash flow basis they're more expensive than what we saw at the peak of the Dot Com mania Consider the case of $MSFT which is currently trading at a 53x FCF multiple or more expensive than the 40x FCF reached in 2000:"  
[X Link](https://x.com/anyuser/status/1817219473537183819)  2024-07-27T15:24Z 28.9K followers, 174.3K engagements


"Friendly reminder: if you're under the age of [--] you should welcome a bear market like a gift from the gods. It never feels like it at the time but bear markets are when fortunes are made. Assuming you aren't gambling with options leverage or total shitco's there's no better or easier way to create life changing wealth than consistently putting money to work in a deep and prolonged market downturn. And all evidence suggests we're on the verge of one"  
[X Link](https://x.com/anyuser/status/1819181537797050565)  2024-08-02T01:20Z 28.9K followers, 876.5K engagements


"Update on this free money idea Down $42k on the $100k loan taken out two weeks ago Crazy idea #2 Yes No Why Take a loan $100000 Sell 19x 33DTE [--] delta puts of $SOXL Collect $4110 With [--] delta there should be 80% win rate Sell [--] times get [--] assignments After assignment and whatever drop is sell [--] delta calls Roll up and out as required https://t.co/xyCAB64NGq Crazy idea #2 Yes No Why Take a loan $100000 Sell 19x 33DTE [--] delta puts of $SOXL Collect $4110 With [--] delta there should be 80% win rate Sell [--] times get [--] assignments After assignment and whatever drop is sell [--] delta calls Roll"  
[X Link](https://x.com/anyuser/status/1819811766114656291)  2024-08-03T19:05Z 28.9K followers, 182.4K engagements


"Did stonks crash because there's a multi-trillion dollar carry trade still to unwind an incoming recession or the fact that the entire AI facade is crumbling I say why not all three"  
[X Link](https://x.com/anyuser/status/1832158356041269419)  2024-09-06T20:46Z 28.9K followers, 532.1K engagements


"Hate to rain on the bull parade in crypto land and equity futures but this melt up in bond yields cant end well"  
[X Link](https://x.com/anyuser/status/1853998687908749448)  2024-11-06T03:11Z 28.9K followers, 415.6K engagements


"Stock prices have reached what looks like a permanently high plateau - Irving Fisher September 1929"  
[X Link](https://x.com/anyuser/status/1865786168953930045)  2024-12-08T15:51Z 28.9K followers, 179K engagements


"Dazzling the financially illiterate with more nonsense There's one giant difference between taking on debt to buy Manhattan real estate vs buying Bitcoin. One is a productive asset that generates income to repay the debt the other is purely speculative. We're going to look back on this cycle and wonder how so many people could once again mistake leverage for genius. Same as it ever was. Next time someone says MicroStrategy is a Ponzi play them this Saylor Thug Life Mic Drop moment 👀 https://t.co/nJRPmWD2nr Next time someone says MicroStrategy is a Ponzi play them this Saylor Thug Life Mic"  
[X Link](https://x.com/anyuser/status/1868822456745521309)  2024-12-17T00:56Z 28.9K followers, 446.9K engagements


"So to conclude $msft co-pilot is a dud $aapl intelligence is useless And China just churned out a first class LLM using 2nd tier GPUs and 1/100 of the training intensity as ChatGPT The AI bust will make the Dot Com era look like a cake walk "Most Apple $AAPL iPhone owners see little to no value in Apple Intelligence so far" per 9to5Mac. "Most Apple $AAPL iPhone owners see little to no value in Apple Intelligence so far" per 9to5Mac"  
[X Link](https://x.com/anyuser/status/1873859095230574783)  2024-12-30T22:29Z 28.9K followers, 499.5K engagements


"This is what happens when you pay 40x earnings for a no-growth post-innovation company that's losing market share to competitors. and it's only the beginning of the pain for $AAPL investors"  
[X Link](https://x.com/anyuser/status/1879995554115252352)  2025-01-16T20:54Z 28.9K followers, 658.2K engagements


"$tsla net income down by 50% to $7B now trades at 185x earnings for a company with declining sales and profits"  
[X Link](https://x.com/anyuser/status/1884716827479036142)  2025-01-29T21:34Z 28.9K followers, 547K engagements


"$tsla has gotta be the only company over $100b in market cap where the CEO spends more time talking about nonexistent product lines rather than the current business A trillion dollar business run like an OTC penny stock promotion"  
[X Link](https://x.com/anyuser/status/1884742393028588013)  2025-01-29T23:16Z 28.9K followers, 231K engagements


"lol $aapl iPhone sales go negative year-on-year in what was supposed to be the biggest upgrade cycle of all time because AI Anyone doing a health check on Dan Ives"  
[X Link](https://x.com/anyuser/status/1885081892791234813)  2025-01-30T21:45Z 28.9K followers, 48.6K engagements


"Stripping out stock comp from income and you have a stock trading at over 700x earnings; probably nothing"  
[X Link](https://x.com/anyuser/status/1886550667495395542)  2025-02-03T23:01Z 28.9K followers, 107.2K engagements


"$GOOG committing to $75 billion in capex next year will be equal to roughly 70% of its operating cash flows. The $GOOG long thesis has always been owning a monopolized high-margin toll road on 90% of internet traffic and printing cash. This is the opposite of that. Shares should be down a lot more than 7%. There's no reason to pay 25x earnings for a business funneling 70% of cash flow into a capex blackhole. It wasn't long ago that $META traded down to 9x earnings when it went through the same debacle with the metaverse"  
[X Link](https://x.com/anyuser/status/1886946188873576791)  2025-02-05T01:13Z 28.9K followers, 325.1K engagements


"Generational buying opportunity"  
[X Link](https://x.com/anyuser/status/1897758326194421880)  2025-03-06T21:16Z 28.9K followers, 546.1K engagements


"Buffett walking into the Omaha office with 300B in T-bills this am"  
[X Link](https://x.com/anyuser/status/1899165371313406081)  2025-03-10T18:28Z 28.9K followers, 146.3K engagements


"I don't know who needs to hear this but the Nasdaq declined 50% in [----] with unemployment never rising above 4.1% (exactly where we are today). Then as now the economy was inflated by an asset bubble. It was the popping of that bubble that led to unemployment spiking to 6.3% from [----] - [----] not the other way around. Those waiting for a spike in job losses for their sell signal will be left holding a rather large bag. The type of economic weakness being priced in by the equity market is likely *not* possible without layoffs Why else would nominal growth decline [---] bps+ in a couple months"  
[X Link](https://x.com/anyuser/status/1899917568904732706)  2025-03-12T20:17Z 28.9K followers, 147.3K engagements


"$BYD revenue $107B growing at 27% per year and rapidly gaining market share. valued at $160B $TSLA revenue $98B growing at 1% per year and rapidly losing market share. valued at $900B Either $BYD is a 10x from here or $TSLA trades down to $50. or both"  
[X Link](https://x.com/anyuser/status/1904300838908026990)  2025-03-24T22:34Z 28.9K followers, 892.8K engagements


"The hissing sound you hear is air rapidly deflating from the AI capex bubble MICROSOFT CANCELS OR POSTPONES 2GW OF DATA CENTER PROJECTS AMID AI INFRASTRUCTURE OVERSUPPLY CONCERNS. AI MARKET SHIFTS LEAD MICROSOFT TO SCALE BACK NEW BUSINESS WITH OPENAI DESPITE ITS $13 BILLION INVESTMENT. TECH STOCKS INCLUDING MICROSOFT AND NVIDIA DIP AS INVESTORS MICROSOFT CANCELS OR POSTPONES 2GW OF DATA CENTER PROJECTS AMID AI INFRASTRUCTURE OVERSUPPLY CONCERNS. AI MARKET SHIFTS LEAD MICROSOFT TO SCALE BACK NEW BUSINESS WITH OPENAI DESPITE ITS $13 BILLION INVESTMENT. TECH STOCKS INCLUDING MICROSOFT AND NVIDIA"  
[X Link](https://x.com/Ross__Hendricks/status/1904977762982519289)  2025-03-26T19:24Z 28.9K followers, 70.5K engagements


"@BillAckman @howardlutnick I just figured out why youre having a temper tantrum youre firm is heavily long US stocks"  
[X Link](https://x.com/anyuser/status/1909069888930341199)  2025-04-07T02:25Z 28.9K followers, 510.3K engagements


"Just the most important global financing benchmark going vertical like a meme stonk probably nothing"  
[X Link](https://x.com/anyuser/status/1909820396041384104)  2025-04-09T04:07Z 28.9K followers, 147.2K engagements


"Well well well guess we found out where the Trump put is and its 4.5% on the 10-year Folding like a cheap suit President Donald Trumps administration exempted smartphones computers and other electronics from its so-called reciprocal tariffs potentially cushioning consumers from sticker shock https://t.co/t4eXa7KWlR President Donald Trumps administration exempted smartphones computers and other electronics from its so-called reciprocal tariffs potentially cushioning consumers from sticker shock https://t.co/t4eXa7KWlR"  
[X Link](https://x.com/anyuser/status/1911056829259428238)  2025-04-12T14:00Z 28.9K followers, 57.3K engagements


"$TSLA revenues down 20% and operating margin plunges to 2.3% below that of $GM $F and other automakers that trade at 6x earnings. It generated a whopping $1.74 in GAAP earnings over the last [--] months. Also the energy business declined by 11% quarter-over-quarter. So to conclude. $TSLA is now a post-growth subpar auto manufacturer with a declining energy storage business trading at 136x earnings"  
[X Link](https://x.com/anyuser/status/1914788070454407528)  2025-04-22T21:07Z 28.9K followers, 202.2K engagements


"Waymo: hundreds of thousands of fully functional operating robotaxis Tesla: [--] robotaxis Tesla CEO: I don't see anyone being able to compete with $TSLA on robotaxis Fanboys: buy buy buy $TSLA CEO @elonmusk on robotaxis "I don't see anyone being able to compete with Tesla at present. I'm sure that'll change eventually but at least as far as I'm aware because we will have.99% market share or something ridiculous. That 90-something-percent at least" $TSLA CEO @elonmusk on robotaxis "I don't see anyone being able to compete with Tesla at present. I'm sure that'll change eventually but at least as"  
[X Link](https://x.com/anyuser/status/1915142614434664667)  2025-04-23T20:35Z 28.9K followers, 436.6K engagements


"Whats the worst case WSJ reporting that Jamie Dimon told investors last week that the best case outcome is now a recession for the U.S. #MacroEdge WSJ reporting that Jamie Dimon told investors last week that the best case outcome is now a recession for the U.S. #MacroEdge"  
[X Link](https://x.com/anyuser/status/1916921781325021626)  2025-04-28T18:25Z 28.9K followers, 80.8K engagements


"Bookmarking this for when we close in the red tomorrow BEARS ON SUICIDE WATCH *** BEARS ON SUICIDE WATCH ***"  
[X Link](https://x.com/anyuser/status/1921647786547655032)  2025-05-11T19:25Z 28.9K followers, 424.8K engagements


"RIP pharma stocks"  
[X Link](https://x.com/anyuser/status/1921696017998618989)  2025-05-11T22:36Z 28.9K followers, 326.7K engagements


"UBER completes [--] million trips per day with a vehicle fleet of [--] million and is worth less than $200B Oh and they dont have to actually build the vehicles. These insane robotaxi projections are more than just bluster its outright malfeasance CATHIE WOOD SAYS ROBOTAXIS COULD ADD $34T IN ENTERPRISE VALUE IN [--] YEARS -- WITH $TSLA POISED TO LEAD https://t.co/RQA5YVj65L CATHIE WOOD SAYS ROBOTAXIS COULD ADD $34T IN ENTERPRISE VALUE IN [--] YEARS -- WITH $TSLA POISED TO LEAD https://t.co/RQA5YVj65L"  
[X Link](https://x.com/anyuser/status/1924847294861443116)  2025-05-20T15:18Z 28.9K followers, 136.5K engagements


"Gold up $40 Bitcoin down $2500 One of these is a safe haven; the other is a leveraged play on speculative excess"  
[X Link](https://x.com/anyuser/status/1933332520856134002)  2025-06-13T01:16Z 28.9K followers, 180.8K engagements


"The problem for $tsla is simple 1) it will have to reinvent its robotaxi design with lidar/radar sensors if it has any hope of operating safely 2) by the time it does that it will be a laggard in a crowded field of competitors 3) profit margins among this crowded field will be squeezed in the same way Uber and Lyft bled cash for their first decade of market share battles 4) even in the wildest most optimistic scenario of market share dominance $tsla will never generate enough cash flow to justify anything close to a $1T valuation VW announcing a Level [--] Robotaxi rollout in [----] in LA"  
[X Link](https://x.com/anyuser/status/1937842197837037673)  2025-06-25T11:55Z 28.9K followers, 428.5K engagements


"Watching $AAPL suddenly catch a bid after lagging the MAG-7 for the entire rally reminds me of this quote from legend William O'Neil: "When the old dogs begin to bark the market is on its last feeble leg""  
[X Link](https://x.com/anyuser/status/1955716148646850760)  2025-08-13T19:40Z 28.9K followers, 287.6K engagements


"12 year olds crushing it trading options What were the signs"  
[X Link](https://x.com/anyuser/status/1956398706313527375)  2025-08-15T16:52Z 28.9K followers, 443.3K engagements


"Last night $NVDA CEO Jensen Huang predicted AI capex will soon hit $1 trillion per year. Why That's the pace needed to justify $NVDA's $4.5 trillion market cap and keep the greatest tech mania of all time going. One minor problem. the total revenues across the major AI players (OpenAI Anthropic xAI et al) is running at less than $20 billion annualized. Never mind the fact that these companies are burning tens of billions in cash to generate this revenue. Meanwhile 95% of enterprise AI projects fail to deliver any revenue uplift. We're looking at one of the greatest episodes of capital"  
[X Link](https://x.com/anyuser/status/1961024148378877969)  2025-08-28T11:12Z 28.9K followers, 323.2K engagements


"So $orcl missed across the board but promised a half trillion in projected data center backlog and the stock jumps 30% Weve officially jumped the shark on the AI mania"  
[X Link](https://x.com/anyuser/status/1965559120481976561)  2025-09-09T23:33Z 28.9K followers, 113.8K engagements


"People will only care about the Enron-like accounting inflating the AI mania after they start losing money AI circle of money :: [--]. $NVDA sells GPUs to $ORCL . Oracle uses to power its data centers [--]. Oracle builds cloud on those GPUs [--]. Nvidia rents compute back via signed deals from Oracle Nvidia gets recurring revenue from hardware sales and cloud services without owning all https://t.co/2sn679Ao4I AI circle of money :: [--]. $NVDA sells GPUs to $ORCL . Oracle uses to power its data centers [--]. Oracle builds cloud on those GPUs [--]. Nvidia rents compute back via signed deals from Oracle Nvidia"  
[X Link](https://x.com/anyuser/status/1965880516533727675)  2025-09-10T20:50Z 28.9K followers, 74.4K engagements


"This isnt insider trading Its one large whale attempting to engineer a gamma squeeze Wonder who would have the motivation to spend tens of millions in short dated call options in order to engineer billions of dollars in market cap gains Maybe the guy who just won the $1 trillion comp package tied to a rising stock price Nah of course not its not like that same guy has also been charged with securities fraud right We need to have a serious conversation about insider trading. All of this $TSLA flow was last week right before Elon announced buying $1 Billion worth of stock today They really"  
[X Link](https://x.com/anyuser/status/1967654010308985085)  2025-09-15T18:17Z 28.9K followers, 105K engagements


"I will repeat no one knows when this ends but everyone should know how it ends History rhyming . https://t.co/8YZd1RCrt5 History rhyming . https://t.co/8YZd1RCrt5"  
[X Link](https://x.com/anyuser/status/1970179974083813514)  2025-09-22T17:34Z 28.9K followers, 111.5K engagements


"Leading indicator of liquidity evaporating"  
[X Link](https://x.com/anyuser/status/1970326231892554003)  2025-09-23T03:15Z 28.9K followers, 83K engagements


"Some real carnage under the surface of this market Fast food and QSRs home builders and home improvement car sellers and lenders payroll software payment processors private equity all quietly breaking down Probably nothing"  
[X Link](https://x.com/anyuser/status/1973084581399048531)  2025-09-30T17:56Z 28.9K followers, 98.4K engagements


"The money illusion is creating the mirage of wealth through rampant currency devaluation In real-money terms the S&P [---] has lost 70% of its value in the last [--] years Few"  
[X Link](https://x.com/anyuser/status/1975357464628633949)  2025-10-07T00:28Z 28.9K followers, 191.8K engagements


"The fun part about this cycle is we get to combine the worthless debt collapse of [----] with the popping of a [----] style tech stock mania Will be one for the record books Its beginning to look a lot like [----] Its beginning to look a lot like 2002"  
[X Link](https://x.com/anyuser/status/1976267202807386519)  2025-10-09T12:43Z 28.9K followers, 33K engagements


"@andruyeung 1) this never happened 2) delete your account"  
[X Link](https://x.com/Ross__Hendricks/status/1977074886817595711)  2025-10-11T18:12Z 28.9K followers, 49.1K engagements


"Fraudulent lending activity at TriColor and First Brands were "one offs isolated contained." Then we discover $JEF was a major bagholder and alleged enabler of said fraud Now fraudulent lending at $ZION and $WAL It's almost like we inflated a massive credit bubble and now the "cockroaches" are appearing to quote Jamie Dimon (also fellow bagholder on Tricolor) A tale as old as time . we flooded the system with money and banks made all the loans they could to the creditworthy borrowers but still had money left over. Guess what they did with the left overs"  
[X Link](https://x.com/anyuser/status/1978857757160698143)  2025-10-16T16:17Z 28.9K followers, 126.2K engagements


"Another DeepSeek moment hits the tape. China continues showing how to win at AI by working smarter instead of simply piling on more brute force computing power Investors will soon wake up to reality US tech cos spending half a trillion each year is not bullish its the single greatest exercise of capital destruction in history"  
[X Link](https://x.com/anyuser/status/1980209930880553256)  2025-10-20T09:50Z 28.9K followers, 195.3K engagements


"This is an insane story and yet it now puts the last few months of frenetic deal making into complete context Jensen Huang will do whatever it takes to prevent his empire from unraveling even if it means recreating the same circular revenue schemes that caused the Dot Com bubble to inflate and pop New: WSJ reports that our June story on OpenAI using Googles TPUs caused Jensen Huang to call Sam Altmana call that led them to sign a $100b deal https://t.co/zT3hpfNL0d https://t.co/ETUauPp8PQ New: WSJ reports that our June story on OpenAI using Googles TPUs caused Jensen Huang to call Sam Altmana"  
[X Link](https://x.com/anyuser/status/1980469516585885835)  2025-10-21T03:01Z 28.9K followers, 131.8K engagements


"Nature is healing"  
[X Link](https://x.com/anyuser/status/1981031313592246431)  2025-10-22T16:14Z 28.9K followers, 45K engagements


"I'm once again asking you to stop comparing today's PE multiples against the dot com bubble Why Earnings quality is absolute shit because of trillions of dollars in rountripping fuggazi AI revenue Look at the free cash flow which cuts through the noise of non-cash vendor financing Fun fact: $MSFT price to FCF multiple peaked at [--] in [----] Today It's [--] Meanwhile the S&P [---] trades at 40x FCF. The Dot Com peak in [----] was at 50x FCF So congratulations. you've got a whopping 25% upside if you assume we replicate the most epic stock market bubble in US history Great comparison of valuation of"  
[X Link](https://x.com/anyuser/status/1982526887256617181)  2025-10-26T19:16Z 28.9K followers, 349.4K engagements


"How long until the algos and momo-monkeys realize $AMZN operating income was flat year-on-year"  
[X Link](https://x.com/anyuser/status/1984018297093025882)  2025-10-30T22:03Z 28.9K followers, 188.6K engagements


"This carnage is a reflection of economic devastation hiding under the surface of an AI mania Wow https://t.co/y85cC2sEQl Wow https://t.co/y85cC2sEQl"  
[X Link](https://x.com/anyuser/status/1984375053849608292)  2025-10-31T21:40Z 28.9K followers, 365.8K engagements


"The S&P [---] now trades at 40x free cash flow That's only 25% below the March [----] high of 50x free cash flow Its also nearly double the average valuation of 22x during this bull market But please keep telling me how "valuations are reasonable" and this is "nothing like the Dot Com bubble""  
[X Link](https://x.com/anyuser/status/1984692773078069634)  2025-11-01T18:43Z 28.9K followers, 158.6K engagements


"This post explains why Scam Altman got so touchy about his capital needs Altmans positive cash flowing competitors (Google) will ensure negative unit economics on LLM models until OpenAIs investors realize theyll never see a return and stop throwing good money after bad If I am @sundarpichai I will bury all competing foundational models in negative gross margin tokens for eternity. I will NEVER take my foot off the pricing gas: to merely compete I will force you to dilute your equity into oblivion. Sam will drown in my tsunami of COGS. $GOOG If I am @sundarpichai I will bury all competing"  
[X Link](https://x.com/anyuser/status/1984993488664965335)  2025-11-02T14:38Z 28.9K followers, 551.2K engagements


"The most amazing thing is that this basic concept that LLMs arent and never will be intelligent still has not made its way to Wall St An army of overpaid analysts and professional money managers still putting trillions to work betting on a fatally flawed technology Go back and read our [----] book Rebooting AI; it was all there. The limits of statistics and pattern-matching; the desperate need for world models. Six years of grief and Davis and I were right all along. Amazing. Go back and read our [----] book Rebooting AI; it was all there. The limits of statistics and pattern-matching; the"  
[X Link](https://x.com/anyuser/status/1985091566281670788)  2025-11-02T21:08Z 28.9K followers, 113.1K engagements


"OpenAI adds a casual $38B to its $1.4T compute tab to get the week started Sure why not Sam Defaultman is just following the classic J. Paul Getty strategy of corporate finance. "If you owe Big Tech $1 billion it's your problem. If you owe Big Tech $1.5 trillion it's their problem.""  
[X Link](https://x.com/anyuser/status/1985348402125672693)  2025-11-03T14:08Z 28.9K followers, 66.3K engagements


"How about generational Ponzi scheme OpenAI has now: [--]. Signed $500 billion Stargate deal [--]. Signed $100 billion Nvidia deal [--]. Signed $100 billion AMD deal [--]. Signed $38 billion Amazon deal [--]. Signed $25 billion Intel deal [--]. Signed $20 billion TSMC deal [--]. Signed $13 billion Microsoft deal [--]. Signed $10 Billion OpenAI has now: [--]. Signed $500 billion Stargate deal [--]. Signed $100 billion Nvidia deal [--]. Signed $100 billion AMD deal [--]. Signed $38 billion Amazon deal [--]. Signed $25 billion Intel deal [--]. Signed $20 billion TSMC deal [--]. Signed $13 billion Microsoft deal [--]. Signed $10 Billion"  
[X Link](https://x.com/anyuser/status/1985453519600558532)  2025-11-03T21:06Z 28.9K followers, 148K engagements


"This is why consumer discretionary stocks are getting whacked across the board. the American consumer is tapped out. NEW YORK FED: THIRD-QUARTER TRANSITION INTO SERIOUS DELINQUENCY UP FOR MOST TYPES OF BORROWING NEW YORK FED: THIRD-QUARTER TRANSITION INTO SERIOUS DELINQUENCY UP FOR MOST TYPES OF BORROWING"  
[X Link](https://x.com/anyuser/status/1986102947001024731)  2025-11-05T16:06Z 28.9K followers, 44.5K engagements


"Lol. wow the plea for an OpenAI federal bailout is happening even sooner than I expected END SCENE *OpenAI Would Like Federal Backstop For Data Center Investments CFO Says -- WSJ END SCENE *OpenAI Would Like Federal Backstop For Data Center Investments CFO Says -- WSJ"  
[X Link](https://x.com/anyuser/status/1986182620854522072)  2025-11-05T21:23Z 28.9K followers, 39.8K engagements


"This is nothing more than Jensen Huang foaming the runway for a federal AI bailout in coordination with OpenAI's latest plea in the WSJ These grifters simply can't be happy making billions from one of the greatest investment manias of all time. They'll do everything possible to loot taxpayers to prevent it from popping NVIDIAS HUANG: CHINA WILL SURPASS US IN AI RACE Nvidia CEO Jensen Huang told the Financial Times that China will overtake the US in artificial intelligence citing lower energy costs and fewer regulations. He said Chinese tech firms benefit from government energy subsidies that"  
[X Link](https://x.com/anyuser/status/1986192499598143750)  2025-11-05T22:02Z 28.9K followers, 256.8K engagements


"Um no one actually believes super intelligence is coming from a statistical pattern matching algorithm that's been around since [----]. That's just part of the narrative promoted by the AI hucksters fueling the bubble. So we're all pretty much set on option number [--] dawg The two biggest narratives about AI right now are that (1) its a massive bubble (i.e. totally fake) and (2) about to give rise to superintelligence (i.e. totally real). Both narratives can be fake (which is what I believe) but its very unlikely that both can be true. The two biggest narratives about AI right now are that (1)"  
[X Link](https://x.com/anyuser/status/1986572231225287163)  2025-11-06T23:11Z 28.9K followers, 117.1K engagements


"Mr. Market is trying to tell you that the air is leaking out of the AI bubble 1/10 $MSFT CDS (WAY HIGHER) https://t.co/pymavkrxo2 1/10 $MSFT CDS (WAY HIGHER) https://t.co/pymavkrxo2"  
[X Link](https://x.com/anyuser/status/1986796263556149677)  2025-11-07T14:01Z 28.9K followers, 154.2K engagements


"How can anyone look at these numbers and believe OpenAI has any hope to meet $1.4 trillion in spending commitments AI is a bubble. Next question. https://t.co/4GTxm7bEct AI is a bubble. Next question. https://t.co/4GTxm7bEct"  
[X Link](https://x.com/anyuser/status/1987723456616808468)  2025-11-10T03:26Z 28.9K followers, 140K engagements


"Tell me you dont understand how depreciation charges work without telling me Hint: you just made Burrys point for him Michael Burry says hyperscalers are stretching the useful life of compute hardware to understate depreciation and boost earnings. He estimates a $176B gap by [----] with $ORCL overstating earnings by 30% & $META by 20%. Im taking the other side because AI is entering a https://t.co/j0LdSvSji2 Michael Burry says hyperscalers are stretching the useful life of compute hardware to understate depreciation and boost earnings. He estimates a $176B gap by [----] with $ORCL overstating"  
[X Link](https://x.com/anyuser/status/1987975942376223148)  2025-11-10T20:09Z 28.9K followers, 345.4K engagements


"The AI math aint mathin Two ways to fix it: 20x revenue in the next five years or slash data center capex Ill take the latter on [---] to [--] odds So what does a capex pullback look like It means hyperscaler cloud computing earnings and NVDA chip sales evaporate. and with it the entire stock market Reading a JP Morgan AI CAPEX report and this is such a great way to put AI ROI into perspective "to drive a 10% return on our modeled AI investments through [----] would require $650 billion of annual revenue into perpetuity. which equates to $34.72/month from every current https://t.co/OfUQeMS7FG"  
[X Link](https://x.com/anyuser/status/1988097709161480350)  2025-11-11T04:13Z 28.9K followers, 281.6K engagements


"Still $89.88 downside left but its a start"  
[X Link](https://x.com/anyuser/status/1988312063265923456)  2025-11-11T18:25Z 28.9K followers, 43.9K engagements


"Fuck these fucking grifters Take your billions of dollars made by riding the greatest mania of all time and ride off into the sunset Youve already picked the pockets of the dolts dumb enough to buy your stock. You can pry my tax dollars from my cold dead fingers. And here come the demands for a government bailout of AI *COREWEAVE CEO: THERE IS ROLE FOR USGOV AIDING AI POWER PERMITS And here come the demands for a government bailout of AI *COREWEAVE CEO: THERE IS ROLE FOR USGOV AIDING AI POWER PERMITS"  
[X Link](https://x.com/anyuser/status/1988317900298748146)  2025-11-11T18:48Z 28.9K followers, 65.4K engagements


"It's almost like we're talking about an asset class that needs a constant influx of new buyers to propel the price higher and the minute new money stops flooding in the price collapses. What's another name for that BITCOIN HAS WIPED OUT ITS YEARLY GAINS DROPPING BELOW LAST YEARS CLOSE AS RISK APPETITE FADES AND TECH STOCKS COOL. HEAVY BUYERS LIKE ETF ALLOCATORS AND CORPORATE TREASURIES HAVE PULLED BACK LEAVING THE MARKET WITHOUT THE SUPPORT THAT DROVE ITS EARLIER RALLY. BITCOIN HAS WIPED OUT ITS YEARLY GAINS DROPPING BELOW LAST YEARS CLOSE AS RISK APPETITE FADES AND TECH STOCKS COOL. HEAVY"  
[X Link](https://x.com/Ross__Hendricks/status/1990166832125215021)  2025-11-16T21:15Z 28.9K followers, 969.2K engagements


"This is quite a chart showing a 2008-style collapse in household net worth. Can someone please explain how this is possible with stocks and real estate prices hovering near all time highs Households' net worth is now contracting at the deepest levels since the [----] Financial Crisis https://t.co/j5p2UtahCH Households' net worth is now contracting at the deepest levels since the [----] Financial Crisis https://t.co/j5p2UtahCH"  
[X Link](https://x.com/anyuser/status/1678116826809769986)  2023-07-09T19:00Z 28.9K followers, 595.6K engagements


"It's going to be hilarious when $TSLA releases a geofenced pre-mapped version of its robotaxi in Austin and the fanboys scramble to come up with a new narrative on why $TSLA isn't years behind Waymo. Way-mo Expensive https://t.co/1Z3Mwy8W8X Way-mo Expensive https://t.co/1Z3Mwy8W8X"  
[X Link](https://x.com/anyuser/status/1916465150523039804)  2025-04-27T12:11Z 28.9K followers, 181K engagements


"Annual data center capex: $500 billion Pricing power: $0 Replaying the Dot Com bubble: priceless PERPLEXITY IS MAKING ITS $200-A-MONTH BROWSER FREE FOR EVERYONE - INSIDER PERPLEXITY IS MAKING ITS $200-A-MONTH BROWSER FREE FOR EVERYONE - INSIDER"  
[X Link](https://x.com/anyuser/status/1973786194514432471)  2025-10-02T16:24Z 28.9K followers, 123.6K engagements

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