# ![@stevehou Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::803639496386355200.png) @stevehou Steve Hou

There are growing concerns about the US economy, with some suggesting that the AI capex spend is masking underlying deterioration. The economy appears to be becoming increasingly K-shaped, with the lower half struggling. Meanwhile, China is investing heavily in emerging technologies like EVs, reusable rockets, and humanoid robots.

### Engagements: [-------] [#](/creator/twitter::803639496386355200/interactions)
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### Top Social Posts
Top posts by engagements in the last [--] hours

"A sobering and sad answer from Grok to the question Why do Korean investors like leverage so much With such extreme wealth inequality & anxiety low wage expectations & high social expectations lotteries become the only rational form of investing. https://grok.com/share/bGVnYWN5LWNvcHk_82eaf46d-2978-4826-85bb-3c12de5e3618 https://grok.com/share/bGVnYWN5LWNvcHk_82eaf46d-2978-4826-85bb-3c12de5e3618"  
[X Link](https://x.com/stevehou/status/2018265221937189177)  2026-02-02T10:08Z 45.4K followers, 16.8K engagements


"Thats a future AI can get onboard with Virtually all the employment growth in America once again can be explained by healthcare and social assistance https://t.co/A4PIRKMObP Virtually all the employment growth in America once again can be explained by healthcare and social assistance https://t.co/A4PIRKMObP"  
[X Link](https://x.com/stevehou/status/2021624508499829004)  2026-02-11T16:36Z 45.4K followers, [----] engagements


"Xiaomi (1810 HK) has poached a top researcher from DeepSeek late last year to join its HyperAI lab. Look at how insane that stock has run. Leijun a fellow Wuhaner is firing on all cylinders and succeeding: capturing consumption downgrade launched successful EV now AI"  
[X Link](https://x.com/stevehou/status/1884028862750921097)  2025-01-28T00:00Z 45.3K followers, [----] engagements


"The biggest opportunity that I can see at this current juncture is solar energy. Agree or disagree"  
[X Link](https://x.com/stevehou/status/1989496173279805900)  2025-11-15T00:50Z 45.3K followers, 29.3K engagements


"Fascinating how the Scottish dominance of the British colonial trade in Southeast Asia in the 19th century almost exactly mirrors the tech startup founders in Silicon Valley today. History doesnt repeat but indeed rhymes"  
[X Link](https://x.com/stevehou/status/1997286763929423876)  2025-12-06T12:47Z 45.2K followers, 10.9K engagements


"A pretty interesting article that explains the information contained in realized/historical volatility and implied volatility and provides practical application using GOOG/AVGO around earnings as example. Wish articles had translation like posts. @allegrajacchia @nikitabier https://t.co/V9HZYdK185 https://t.co/V9HZYdK185"  
[X Link](https://x.com/stevehou/status/2012935648932516167)  2026-01-18T17:10Z 45K followers, [----] engagements


"Thinking about why China has such limited cultural influence on the world despite its economic importance in history. Its very unChinese to put grand words much less elaborate conceptual frameworks around things. They unusually just found a way to do the thing and moved on opposite of the Anglo way. It turns out its really important to philosophize if you want to be recognized for your seminal contribution"  
[X Link](https://x.com/stevehou/status/2012981215028990079)  2026-01-18T20:11Z 45K followers, 183K engagements


"One line from the Merz speech stood out: "We cannot allow our European champions to continue being dependent on capital market outside Europe. Instead they should be able to grow in Europe they should be to finance in Europe and they should be able to go public in Europe.""  
[X Link](https://x.com/stevehou/status/2014372466139845010)  2026-01-22T16:19Z 44.9K followers, 20.3K engagements


"Why doesnt Germany have a deep risk capital market @volatilitysmile No bc Germany has a very conservative economic/financial culture in no small part due to the hyperinflation experience during the Weimar Republic and WW2. Thats actually broadly true across Europe which has much more conservative on investing than US. As a result Europe has @volatilitysmile No bc Germany has a very conservative economic/financial culture in no small part due to the hyperinflation experience during the Weimar Republic and WW2. Thats actually broadly true across Europe which has much more conservative on"  
[X Link](https://x.com/stevehou/status/2014409126890152241)  2026-01-22T18:45Z 45K followers, 20K engagements


"@dalibali2 $SHCO"  
[X Link](https://x.com/stevehou/status/2014738323181330502)  2026-01-23T16:33Z 45.1K followers, [---] engagements


"This is an outcome that nobody couldve guessed at the outset. The best (and likely correct) guess for a long time was by @AnnaEconomist and her team at Bloomberg @economics who had Kevin Hassett as the Fed chair nominee. Something happened possibly the Powell lawsuit blowback. 🚨BREAKING: BLACKROCK CIO RICK RIEDER LEADS THE FED CHAIR RACE ON POLYMARKET. https://t.co/BIIuNMPHQx 🚨BREAKING: BLACKROCK CIO RICK RIEDER LEADS THE FED CHAIR RACE ON POLYMARKET. https://t.co/BIIuNMPHQx"  
[X Link](https://x.com/stevehou/status/2015044597748040100)  2026-01-24T12:50Z 44.8K followers, 10.3K engagements


"Clawdbot obviously sounds an awful lot like Claudebot intentionally. It seems that its only a matter of weeks if not days that an actual Claudebot with official Anthropic support will be released if other leading labs dont somehow run ahead of it. Its clearly the direction in which everything is accelerating. https://twitter.com/i/web/status/2015756994104209607 https://twitter.com/i/web/status/2015756994104209607"  
[X Link](https://x.com/stevehou/status/2015756994104209607)  2026-01-26T12:01Z 45K followers, [----] engagements


"All it took was one vibe-coding entrepreneurial experiment to turn Joe from MMT progressive to Friedman libertarian. I find this whole push where entrepreneurs are told that they should go public so that every tom dick and harry should be allowed to invest in them to be weirdly offensive. If I build something who are you to tell me who gets to be on my cap table I find this whole push where entrepreneurs are told that they should go public so that every tom dick and harry should be allowed to invest in them to be weirdly offensive. If I build something who are you to tell me who gets to be on"  
[X Link](https://x.com/stevehou/status/2016533295241081282)  2026-01-28T15:26Z 44.7K followers, 25.8K engagements


"By this point we understand that the foundational AI model *is* the product. Despite being late to the game nearly all the Chinese tech giants managed to each have their own SOTA foundational AI models. Alibaba Tencent Bytedance not to mention a host of other open source models like GLM Kimi Minimax. Now they are iterating on deploying AI agents at ever lower costs. Where are Apple Microsoft Amazons (or for that matter Meta) SOTA AI models What went wrong https://twitter.com/i/web/status/2016845089398481305 https://twitter.com/i/web/status/2016845089398481305"  
[X Link](https://x.com/stevehou/status/2016845089398481305)  2026-01-29T12:05Z 44.8K followers, [----] engagements


"AI is bad for software and good for web-based distributed services. I think the MSFT selloff fundamentals may be bc its a bad company with terrible software products that nobody actually enjoys using. Microsoft products have always been terrible but didnt use to matter bc they captured enterprise users. Satya who is a great investor managed to acquire a bunch of strategic assets that further entrenched that enterprise user capture. Ultimately I think Elon may be right that Claude will eat Microsoft alive once integrated with its office suite. AI uniquely benefits distributed web-based"  
[X Link](https://x.com/stevehou/status/2017030844070723906)  2026-01-30T00:23Z 44.8K followers, 18.3K engagements


"Apparently 10y is rising bc there's a belief that Warsh as Fed Chair would try to more aggressively shrink the Fed's balance sheet while cutting rates I haven't researched but I don't think he will/can do that unless he's looking to start an open conflict w/ Trump right away Why would 10y go up if Wall Street thinks Warsh is a hawk https://t.co/yjM2LtAI0s Why would 10y go up if Wall Street thinks Warsh is a hawk https://t.co/yjM2LtAI0s"  
[X Link](https://x.com/stevehou/status/2017230246433501670)  2026-01-30T13:35Z 44.7K followers, [----] engagements


"Great article on the process that led to Kevin Warsh being selected as the Fed chair nominee. More than anything this article portrays Scott Bessent as a shrewd operator who has navigated this complex process almost perfectly for himself. Warsh comes across as principled. Youre my Fed chair Trump told Kevin Warsh in November [----] after he showed up at Mar-a-Lago to interview for Treasury secretary. It took [--] months a reality-TV-style audition a Wall Street whisper campaign and a criminal investigation of Jay Powell before it came true. Youre my Fed chair Trump told Kevin Warsh in November"  
[X Link](https://x.com/stevehou/status/2017559619384598645)  2026-01-31T11:24Z 44.7K followers, 34.4K engagements


"Before becoming Treasury Secretary Scott Bessent was sharply critical of the US debt mgmt policy of leaning heavily towards short term debt/bill issuances. Before becoming the Fed chair Kevin Warsh has been sharply critical of the bloated size of the Feds balance sheet. 😊"  
[X Link](https://x.com/stevehou/status/2017582463766163573)  2026-01-31T12:55Z 44.7K followers, 25.1K engagements


"Great post on silver from one of the best on commodities https://t.co/ARCIKUjNap https://t.co/ARCIKUjNap"  
[X Link](https://x.com/stevehou/status/2017773690016940498)  2026-02-01T01:35Z 45K followers, 209.8K engagements


"@teortaxesTex @danwwang I dont think Liang went through a genius program. He went to a pretty ordinary school and studied CS at Zhejiang Uni which isnt dissimilar from Elon studying physics at UPenn. Clearly a good student but hardly mind blowing"  
[X Link](https://x.com/stevehou/status/2017927607489073516)  2026-02-01T11:46Z 44.9K followers, [----] engagements


"Is there a difference btwn generating impressive graphics and building great viral (video) games I dont know gaming but it feels to me there is Just bc an AI company can create core elements going into a business it doesnt mean they will or would be good at it Google Genie [--] just got its biggest open-source rival 🤯 LingBot-World is an open-source world model that generates playable environments in real-time. Built on Alibabas Wan2.2 [--] minutes of stable generation 16fps real-time interaction 100% Open Source. https://t.co/5XK1W6ucmh Google Genie [--] just got its biggest open-source rival 🤯"  
[X Link](https://x.com/stevehou/status/2018048107884200119)  2026-02-01T19:45Z 44.7K followers, 11.1K engagements


"Meanwhile what in the world has happened to the future of finance Im not a technician or chartist but even I can tell that thats not a pretty chart. It almost looks like somebody died and the body is starting to smell"  
[X Link](https://x.com/stevehou/status/2018278365501730946)  2026-02-02T11:00Z 44.8K followers, 34.2K engagements


"@0xHorseman What do you mean "People are realizing that most alt coins are junk/memes" What did they think before"  
[X Link](https://x.com/stevehou/status/2018316461719044437)  2026-02-02T13:31Z 44.8K followers, [---] engagements


"In summary it's not Warsh who's going to kill your returns. It's leverage. - @agnostoxxx"  
[X Link](https://x.com/stevehou/status/2018321911386673310)  2026-02-02T13:53Z 44.8K followers, 19K engagements


"Elon says the within 2-3 years the lowest cost way to generate AI compute will be in space. Whats the Elon-to-reality multiple on that estimate"  
[X Link](https://x.com/stevehou/status/2018472449877385394)  2026-02-02T23:51Z 44.7K followers, 19.4K engagements


"Is it lame to be bullish precious metals now Yes No Yes No"  
[X Link](https://x.com/stevehou/status/2018674482899009799)  2026-02-03T13:14Z 45K followers, [----] engagements


"Market is experiencing what economists call Knightian uncertainty. The entire framework of whats true is coming under question bc of AI. The entire edifice of the software infrastructure has come under question and it feels as though the only certain thing is physical commodities that are input into whatever new edifice that arises. Everyones asking what if it looks completely different How much has disruption risk risen Ofc a lot of this will prove to be paranoia. Ofc well still use software esp enterprise software and play games designed by gaming studios rather than ourselves etc etc. But"  
[X Link](https://x.com/stevehou/status/2018757917864857622)  2026-02-03T18:46Z 45.4K followers, 19.5K engagements


"😭 Wait until the people selling SaaS right now find out about agentic commerce and marketplaces. Probably not a big deal thats at least likea month away. Wait until the people selling SaaS right now find out about agentic commerce and marketplaces. Probably not a big deal thats at least likea month away"  
[X Link](https://x.com/stevehou/status/2018832564853883169)  2026-02-03T23:42Z 44.9K followers, 12.8K engagements


"@Citrini7 So you are saying $AMZN is a zero too"  
[X Link](https://x.com/stevehou/status/2018832653043294446)  2026-02-03T23:43Z 44.9K followers, 21.6K engagements


"Agentic e-commerce is ironically bullish for Costco which relies on human agents. Costco has always been a bit of a treasure hunt and joyous experience. At some point theres so much automation human shoppers will want to shop in person even more just to feel alive. $COST Wait until the people selling SaaS right now find out about agentic commerce and marketplaces. Probably not a big deal thats at least likea month away. Wait until the people selling SaaS right now find out about agentic commerce and marketplaces. Probably not a big deal thats at least likea month away"  
[X Link](https://x.com/stevehou/status/2018836304025280878)  2026-02-03T23:57Z 45.4K followers, 15.8K engagements


"@ivanalog_com Physical businesses in general have not been fine even before AI"  
[X Link](https://x.com/stevehou/status/2018838702231794108)  2026-02-04T00:07Z 44.8K followers, [--] engagements


"TakeTwo CEO on AI world engine video generators and gaming. This is my sense too. To gamers theres a world of difference btwn a few frames of impressive graphics and a great game to non-gaming Wall Street analysts there isnt. I think the above logic for gaming software holds true for software more broadly too. Theres a certain laziness when it comes to the narrative of AI disrupting software. AI surely will be disruptive to software margins esp specific utility software as it lowers the bar for development. But it feels to me the narrative has been carried too far by traders who dont"  
[X Link](https://x.com/stevehou/status/2018950370286805377)  2026-02-04T07:30Z 45.4K followers, 13.3K engagements


"Its more like a certain abstract narrative sounds right until you start testing it in a domain in which you actually have direct knowledge and experience in. This doesnt mean AI isnt disruptive to some software and functionalities. But I think the line from some to all/any has been drawn way too quickly"  
[X Link](https://x.com/stevehou/status/2018955646041751905)  2026-02-04T07:51Z 44.8K followers, [---] engagements


"The problem with AI isnt perfect today but what if it is able to do everything three years from now is that its a paradoxical argument that presumes its own conclusion. In the world where AI is able to do everything shares of OpenAI/Anthropic or whatever prevailing AI labs will not be ultimately worth very much. Who will pay for the output of AI if everyone is made obsolete by AI. The all capable AI machines will have no cash flows hence will not be very valuable financial assets. Un its not what they can do today its what they can do in one to three years. [--] months ago they were ok to"  
[X Link](https://x.com/stevehou/status/2018958869578346795)  2026-02-04T08:04Z 44.8K followers, 12.1K engagements


"Indonesias finance ministers PhD dissertation in [----] predicted counterintuitively that a host country receives less FDI from multinationals when its currency *depreciates* when the foreign companies have tech advantage which is unfortunate bc the Indonesian rupiah has depreciated a lot against the USD over the last [--] years. https://twitter.com/i/web/status/2019019580551602178 https://twitter.com/i/web/status/2019019580551602178"  
[X Link](https://x.com/stevehou/status/2019019580551602178)  2026-02-04T12:05Z 45.2K followers, 25.9K engagements


"About Dubai chewing chocolate craze in Korea but I feel like the same exact thing is happening among Gen Z in the US or at least in NYC. Young people love to line up for the most random little things whether its photo booths overpriced bagels or exotic matcha in an expensive cafe. The macro economic pattern fits too economic slowdown at least tough labor market against the backdrop of raging AI investments. "Dubai chewy-cookie craze sweeps South Korea" Few understand this https://t.co/SddeODDwm1 https://t.co/Rms6fxRh6s "Dubai chewy-cookie craze sweeps South Korea" Few understand this"  
[X Link](https://x.com/stevehou/status/2019025223589216484)  2026-02-04T12:28Z 44.9K followers, 14.4K engagements


"If consumer spending is increasingly depressed bc they (and their former human employing enterprises) have been made obsolete or much less valuable who will pay for the ingenious products spit out by the eventual all powerful AI models which still require hundreds of billions if not trillions of investments to develop If you do some backwards induction if there are no paying customers providing perpetuity of sticky payments how will the private AI models IPO at trillion dollar valuations And if they cant and well see soon enough if OpenAI can sustain a trillion dollar valuation when it goes"  
[X Link](https://x.com/stevehou/status/2019027900263956726)  2026-02-04T12:38Z 45.4K followers, 11.4K engagements


"I did some PhD math. New BTC target: $15000. Respect the line"  
[X Link](https://x.com/stevehou/status/2019144371493564908)  2026-02-04T20:21Z 44.8K followers, 12.2K engagements


"@80smoustache The North"  
[X Link](https://x.com/stevehou/status/2019145360497672408)  2026-02-04T20:25Z 44.8K followers, [---] engagements


"No idea what this means but he doesnt seem too worried about AI disrupting software. 😂 Connecting sensitive cubs to roaring cougars is some great ad script writing. #chapeau Connecting sensitive cubs to roaring cougars is some great ad script writing. #chapeau"  
[X Link](https://x.com/stevehou/status/2019169268323975582)  2026-02-04T22:00Z 44.8K followers, [----] engagements


"SKM trades more like Anthropic than ZM tbh"  
[X Link](https://x.com/stevehou/status/2019194794346455520)  2026-02-04T23:42Z 44.8K followers, [----] engagements


"AI demand launched Google Cloud which has been a uniquely and grossly mismanaged product in alphabets product portfolio into a pole position growing faster than Azure. Thats why Google is doubling its AI capex. With AI demand GCP could eclipse Azure or possibly even AWS. Google Cloud v. Microsoft Azure Google is now outpacing Microsoft's cloud revenue growth. $GOOGL $MSFT https://t.co/XZ9g5RElIb Google Cloud v. Microsoft Azure Google is now outpacing Microsoft's cloud revenue growth. $GOOGL $MSFT https://t.co/XZ9g5RElIb"  
[X Link](https://x.com/stevehou/status/2019200870597161022)  2026-02-05T00:06Z 44.8K followers, [----] engagements


"Maybe the causality goes the other way: Trump won bc of the structural economic factors that had led to the outperformance of US stocks over the ROW. US stocks outperforming the rest of the world has been one of the strongest investing themes for years. It peaked in December [----] right after Trump's win. https://t.co/BUwAXCmRyD US stocks outperforming the rest of the world has been one of the strongest investing themes for years. It peaked in December [----] right after Trump's win. https://t.co/BUwAXCmRyD"  
[X Link](https://x.com/stevehou/status/2019392554035474630)  2026-02-05T12:47Z 45.2K followers, [----] engagements


"How much of the recent sell off is attributable to the release of the Epstein files"  
[X Link](https://x.com/stevehou/status/2019398195550515438)  2026-02-05T13:10Z 44.8K followers, [----] engagements


"The biggest challenge with the Challenger jobs report for me is that Ive never understood why people watch this metric. It doesnt corroborate well with other more comprehensive metrics as Ernie says and its not a leading indicator either. The Challenger number only includes *announced mass layoffs*. So it only captures a small share of all layoffs that happen in a given month. But it also means its month-to-month movements lack signal. We know from better more comprehensive data that the layoff rate has been low. https://t.co/8a2CbNxnuz The Challenger number only includes *announced mass"  
[X Link](https://x.com/stevehou/status/2019400764460875989)  2026-02-05T13:20Z 45.2K followers, [----] engagements


"GameStop is +25% YTD"  
[X Link](https://x.com/stevehou/status/2019440973072269588)  2026-02-05T16:00Z 44.8K followers, [----] engagements


"Welcome to Agentic AI humanoid robots and compute in space bubble Well the AI bubble had a good run see everyone in the next speculative mania. Well the AI bubble had a good run see everyone in the next speculative mania"  
[X Link](https://x.com/stevehou/status/2019461549002277068)  2026-02-05T17:22Z 45K followers, [----] engagements


"This reminds me of DeepSeek. Its the same so much capex wheres the ROI and the money coming from What if something comes along that makes all the compute unnecessary"  
[X Link](https://x.com/stevehou/status/2019501479812387139)  2026-02-05T20:00Z 44.8K followers, [----] engagements


"@salr_nyc @sdav1986 Traders tend to think too highly of themselves. If it's a real skill you'd be able to share it with a broad population and turn it into a huge enterprise. Trading skills are almost by definition the opposite of a "public good". It's both rivalry and excludable"  
[X Link](https://x.com/stevehou/status/2019581032194814028)  2026-02-06T01:16Z 44.8K followers, [--] engagements


"Being able to make some money from trading is surely better not being able to do so all else equal. It's also not the proudest and most interesting profession at cocktail parties or to brag to one's kids. All else equal you'd rather be build rockets robots or finding cure to intractable diseases or honestly even inventing a financial technology that many use. Not that's what I do. https://twitter.com/i/web/status/2019581660954542580 https://twitter.com/i/web/status/2019581660954542580"  
[X Link](https://x.com/stevehou/status/2019581660954542580)  2026-02-06T01:19Z 44.8K followers, [--] engagements


"@salr_nyc @sdav1986 I understand what David is reacting to. I just think the sentiment is pretty overrated. Many jobs have difficult to measure/confirm impacts"  
[X Link](https://x.com/stevehou/status/2019582173410677043)  2026-02-06T01:21Z 44.8K followers, [---] engagements


"- basement remodeling - roof tile replacement - landscaping - snow shoveling - working out and staying fit Just brainstorming some things you cannot currently prompt your way out of: -Eating -Toilet Paper -Drinking -Extracting Raw Materials -Turning Raw Materials into Goods -Aging -Lead times -Supply chains -Oil Just brainstorming some things you cannot currently prompt your way out of: -Eating -Toilet Paper -Drinking -Extracting Raw Materials -Turning Raw Materials into Goods -Aging -Lead times -Supply chains -Oil"  
[X Link](https://x.com/stevehou/status/2019597451804700855)  2026-02-06T02:22Z 44.9K followers, [----] engagements


"Good advice from Nikita here. Sam Altman unfortunately went the approach of Bill Ackman @sama Comms advice: Never respond to playful humor with an essay. Just say damn they cooked us or make a joke about them. @sama Comms advice: Never respond to playful humor with an essay. Just say damn they cooked us or make a joke about them"  
[X Link](https://x.com/stevehou/status/2019634269644067213)  2026-02-06T04:48Z 44.8K followers, [----] engagements


"Last November I argued in the Bloomberg Markets Magazine that robotics represented the better (sleeper) bet on the proliferation of AI than the generative AI value chain itself which had become increasingly richly valued. In particular I highlighted a comparison between the Bloomberg Robotics and Bloomberg AI equity thematic benchmark indices. Since the publication of the article the Bloomberg robotics index has outperformed the AI index by as much as 12% in the span of just over two months as AI index experiences a sharp drawdown while robotics has held firm. I see this as validation of the"  
[X Link](https://x.com/stevehou/status/2019771495505916411)  2026-02-06T13:53Z 44.9K followers, [----] engagements


"Here are a couple screenshots from the article. Links to article on the terminal and website: https://news.bloomberglaw.com/artificial-intelligence/why-humanoid-robots-may-be-the-sleeper-bet-on-ai https://blinks.bloomberg.com/news/stories/T6NGGXKIP3KH https://news.bloomberglaw.com/artificial-intelligence/why-humanoid-robots-may-be-the-sleeper-bet-on-ai https://blinks.bloomberg.com/news/stories/T6NGGXKIP3KH"  
[X Link](https://x.com/stevehou/status/2019772664944975967)  2026-02-06T13:58Z 44.9K followers, [----] engagements


"It's counterintuitive but the way to win the next leg of AI may not be the AI value chain itself but heavy industries which seem about as far away from AI as one might think. The likes of Caterpillar/Deere/Hyundai Heavy etc are sitting on gold mountains of industrial data"  
[X Link](https://x.com/stevehou/status/2019785685280997395)  2026-02-06T14:50Z 44.9K followers, [----] engagements


"business reporter: 30k full stack dev: 350k base that's 10x income inequality in the same job post Dear journalists/reporters/activists: I would consider hiring a business reporter for $30000 in NYC. Full time in-office no remote. I am the editor. DMs open. Also looking for data entry/label $100k base. Also looking for full stack devs for $350k base. Dear journalists/reporters/activists: I would consider hiring a business reporter for $30000 in NYC. Full time in-office no remote. I am the editor. DMs open. Also looking for data entry/label $100k base. Also looking for full stack devs for"  
[X Link](https://x.com/stevehou/status/2019853240930885729)  2026-02-06T19:18Z 44.9K followers, 14.7K engagements


"Its Chinese new year vibes in Chinatown"  
[X Link](https://x.com/stevehou/status/2019891521538150694)  2026-02-06T21:50Z 44.9K followers, [----] engagements


"Omg I think were going to have a severe compute shortage arent we"  
[X Link](https://x.com/stevehou/status/2019993178460361016)  2026-02-07T04:34Z 45K followers, 30.7K engagements


"@lowellfield My point is that if you move growth rates down slightly it wouldnt be very perceptible in the near term in terms of earnings or sales levels but would huge implications about the long run for long duration assets"  
[X Link](https://x.com/stevehou/status/2020105060747739141)  2026-02-07T11:59Z 45K followers, [----] engagements


"The biggest surprise to the Mag [--] companies hence their stock returns is that 10-15 years ago we shouldve rationally expect their growth rates to have declined by today and reverted towards GDP but they havent and in fact some reaccelerated. Now AI may reset their S-curves"  
[X Link](https://x.com/stevehou/status/2020108363774804403)  2026-02-07T12:12Z 45K followers, [----] engagements


"Omg why This seems so unnecessary at this point"  
[X Link](https://x.com/stevehou/status/2020110994077319180)  2026-02-07T12:22Z 45K followers, [----] engagements


"@systvest I really dont think thats it. Nothing prevented Exxon from becoming a monopoly. The network externality of large tech ended up being way more powerful than anyone had thought. Who knew the iPhone would become such a powerful unshakable network/ecosystem even back in 2015"  
[X Link](https://x.com/stevehou/status/2020218183748055522)  2026-02-07T19:28Z 45K followers, [---] engagements


"Says Swiss STEM grad using an iPhone to post on an US social media platform while working w exclusively American tech for everything from Bloomberg to VSCode/Cursor to Excel to Google. US tech = tech for most people worldwide. Europe has industrial tech but much is dilapidated. lol Americans are not leader in technology lol. They are unable to build basic infrastructure. Theyre world leaders in story telling to justify a multiple thats the incredible unmatched competence: bullshitting lol Americans are not leader in technology lol. They are unable to build basic infrastructure. Theyre world"  
[X Link](https://x.com/stevehou/status/2020239229666701429)  2026-02-07T20:52Z 45.4K followers, 48.5K engagements


"@sdav1986 I think there are some good arguments for Bloomberg to be considered one of the greatest a financial technology companies. https://x.com/i/grok/share/95525364f86548359de1317793a06474 https://x.com/i/grok/share/95525364f86548359de1317793a06474"  
[X Link](https://x.com/stevehou/status/2020244015317491965)  2026-02-07T21:11Z 45.1K followers, [----] engagements


"@sdav1986 Bc you dont consider Bloomberg a technology company You can quibble whether its a good/great technology company but I dont think its subject to debate that its a tech company. I wasnt even sure if you were being serious with your OP"  
[X Link](https://x.com/stevehou/status/2020245214053691605)  2026-02-07T21:16Z 45K followers, [---] engagements


"@sdav1986 I considered Bloomberg a great fintech company before I worked here maybe not on the cutting edge on everything. But neither is Apple when it comes to the latest tech features. You dont consider Apple a tech company"  
[X Link](https://x.com/stevehou/status/2020245759367745943)  2026-02-07T21:18Z 45K followers, [---] engagements


"Its not a brag just reality. iPhones remain one of the most popular technology products and used by the more affluent consumers worldwide. I dont think its inferior to Chinese/Korean phones but even if it is its still a leading tech product. I only mentioned a few things that are directly relevant and used by david as we speak. Obviously they arent the only US tech products of note. What are we talking about here Find me a single European AI lab of note"  
[X Link](https://x.com/stevehou/status/2020246678511747571)  2026-02-07T21:21Z 45.1K followers, [---] engagements


"@xzenova Hmm I think your opinions are just your opinions I raised Bloomberg/X as example obviously as being facetious bc those are the tech that david uses not that they necessarily represent the most cutting edge tech in the world. Not sure what you are even trying to say tbh"  
[X Link](https://x.com/stevehou/status/2020257743999816112)  2026-02-07T22:05Z 45K followers, [---] engagements


"😂 touch (Ngl I thought exactly the same as @altcap re Google in [----]. Man was I wrong about how things would pan out. That's why this time round I'm much less certain about all the predictions that are being made. It's reasonable to speculate but fundamentally we don't know.) Sundar for the win. 🙌 https://t.co/HjMWa9CFSg Sundar for the win. 🙌 https://t.co/HjMWa9CFSg"  
[X Link](https://x.com/stevehou/status/2020295609161253374)  2026-02-08T00:36Z 45.1K followers, 11.3K engagements


"@creatine_cycle it's literally insane to realize people in china eat KFC much more often than whatever this is"  
[X Link](https://x.com/stevehou/status/2020307697816469746)  2026-02-08T01:24Z 45.4K followers, 137.5K engagements


"@ishma333l @creatine_cycle Thats bc KFC in Asia looks nothing like KFC in the US which died during [----] GFC and only a ghost lives on"  
[X Link](https://x.com/stevehou/status/2020341684345647226)  2026-02-08T03:39Z 45K followers, [----] engagements


"AI is doing to racing what it did to chess and poker. Fully autonomous car racing at speeds of up to [---] km/h (155 mph) at A2RL in Abu Dhabi. $2.25 million prize. https://t.co/43pbEOdIdU Fully autonomous car racing at speeds of up to [---] km/h (155 mph) at A2RL in Abu Dhabi. $2.25 million prize. https://t.co/43pbEOdIdU"  
[X Link](https://x.com/stevehou/status/2020500070723186880)  2026-02-08T14:08Z 45.2K followers, 151.8K engagements


"@QwQiao What's the implication of AI for crypto in your opinion"  
[X Link](https://x.com/stevehou/status/2020527838730895399)  2026-02-08T15:59Z 45.1K followers, [----] engagements


"@QwQiao So no technological implications for crypto/smart contracts"  
[X Link](https://x.com/stevehou/status/2020530965693493729)  2026-02-08T16:11Z 45.1K followers, [---] engagements


"@briangobosox A country that's not facing the prospect of some fiscal crisis doesn't publicly have "good dialogue with the BOJ BlackRock and the IMF executives". Japan is clearly in trouble. It's tapping FX reserves to fund consumption tax cut on food. It's just not out of options"  
[X Link](https://x.com/stevehou/status/2020569262457311551)  2026-02-08T18:43Z 45.1K followers, [----] engagements


"How would the British public react to having a bombastic personality like Trump as Prime Minister Obviously he wouldve never been elected but I wonder if he was already somehow the PM. No apologies no self-deprecation of any kind just full speed charging forward"  
[X Link](https://x.com/stevehou/status/2020573281967874474)  2026-02-08T18:59Z 45.2K followers, [----] engagements


"Thought-provoking piece https://t.co/rTbDqhGyaG https://t.co/rTbDqhGyaG"  
[X Link](https://x.com/stevehou/status/2020596210772688969)  2026-02-08T20:30Z 45.2K followers, 26.5K engagements


"Web [--] which was the pitch of last crypto cycle failed bc there werent really any products much less finding product market fit. Everyone waited with halted breath and nothing came except more gambling exchanges for shitcoins. Now with AI agents Web [--] is actually coming. With all due respect to Chris I completely disagree with this take. Chris argues that "web3" particularly crypto-powered gaming and media failed due to scams and regulation and that better regulation will unlock these non-financial cases. OK think about this for a second. With all due respect to Chris I completely disagree"  
[X Link](https://x.com/stevehou/status/2020618094171787314)  2026-02-08T21:57Z 45.2K followers, [----] engagements


"China and industrial metals have decoupled according to research from @economics. Another sign of the new geopolitical regime"  
[X Link](https://x.com/stevehou/status/2020625964460388749)  2026-02-08T22:29Z 45.2K followers, [----] engagements


"If I were Keir Starmer Id just start saying whatever the hell thats on my mind with zero filter whatsoever which is what I do now on X basically"  
[X Link](https://x.com/stevehou/status/2020641845190258939)  2026-02-08T23:32Z 45.2K followers, [----] engagements


"Robinhood stock $HOOD jumps 5.65% overnight on the news that Japans prime minister Takaichi (not totally sure) has won reelection apparently"  
[X Link](https://x.com/stevehou/status/2020675941417046249)  2026-02-09T01:47Z 45.2K followers, [----] engagements


"Isnt hot companies/industry running Super Bowl ad supposed to be bad luck or in any event signaling the local peak that bad stuff tends to happen to them the following year Whats the thought process behind OpenAI/Anthropic etc deciding to run Super Bowl ads anyway"  
[X Link](https://x.com/stevehou/status/2020686948952858859)  2026-02-09T02:31Z 45.3K followers, [----] engagements


"@sarahdingwang @databricks @alighodsi "Series L" Can they just IPO already"  
[X Link](https://x.com/stevehou/status/2021000622158348771)  2026-02-09T23:17Z 45.3K followers, [---] engagements


"At this point a job is basically an arb between AI and enterprise managers who dont know AI"  
[X Link](https://x.com/stevehou/status/2021022906873151655)  2026-02-10T00:46Z 45.4K followers, 31.9K engagements


"@eastdakota @matt_levine Can you share some thoughts on this too during your earnings call I guess https://x.com/stevehou/status/2020807552074727518s=20 Ive been evaluating both sides of the Claude can code now so software is dead debate and reading more than usual on a topic. This is one of the most thoughtful pieces on the subject and they make the software portion free to read w/o a sub which Im contemplating. 5/5 https://x.com/stevehou/status/2020807552074727518s=20 Ive been evaluating both sides of the Claude can code now so software is dead debate and reading more than usual on a topic."  
[X Link](https://x.com/stevehou/status/2021032262272495953)  2026-02-10T01:23Z 45.4K followers, [----] engagements


"Why did China suddenly decide to show its full hand @RushDoshi p.s. anything by @KeithBradsher on China's control over rare earths is worth reading closely. China clearly decided to show its full hand yesterday; it thinks it has the high cards https://t.co/VRK4smbWas https://t.co/V0HjWCb3Dg @RushDoshi p.s. anything by @KeithBradsher on China's control over rare earths is worth reading closely. China clearly decided to show its full hand yesterday; it thinks it has the high cards https://t.co/VRK4smbWas https://t.co/V0HjWCb3Dg"  
[X Link](https://x.com/stevehou/status/1976746989309354115)  2025-10-10T20:29Z 45.4K followers, 657.9K engagements


"Chinese military takeover of Taiwan which at this point feels increasingly fait accompli given whats happening to Ukraine will come with happy Mandopop BGM. So is Tencent Music $TME a Taiwan geopolitical risk beneficiary I cant believe the PLA Eastern Theater command straight-up vlogged the latest Taiwan blockade drill. 😑 Wow Taiwan is so beautiful through the clouds https://t.co/I9hmEyWQE1 I cant believe the PLA Eastern Theater command straight-up vlogged the latest Taiwan blockade drill. 😑 Wow Taiwan is so beautiful through the clouds https://t.co/I9hmEyWQE1"  
[X Link](https://x.com/stevehou/status/2006047057115512963)  2025-12-30T16:57Z 45.4K followers, 17.6K engagements


"I think the whole story is literally Russia invaded Ukraine. US froze Russian assets. China started buying gold. Gold went up. Investors see gold going up and heard the narrative started chasing. At some point someone started asking gold is up already what else is like gold Silver and platinum Lets chase those too. And then the rare earth China thing happened and AI created energy demand for copper and lithium before you know it it feels like theres a bid for every metal on the periodic table. All the crypto traders are degens who have no belief in anything other than the price chart suddenly"  
[X Link](https://x.com/stevehou/status/2017651000090198446)  2026-01-31T17:27Z 45.4K followers, 78.4K engagements


"This is a beautifully written article and I had a lot of nostalgia reading it as it partially reflected my own childhood. Yet the reason I find it interesting more than anything is I anticipate how this would impress the VC elites in the US in a similar way as @danwwangs Breakneck did. @zijing_wu tells a story thats very familiar to anyone from China but probably quite novel and eye-opening to Americans especially the educated cultural/tech-adjacent elites who feel they ought to know such things already and feel seen. The story is yet another piece of evidence of how Chinas system excels and"  
[X Link](https://x.com/stevehou/status/2017924674873647289)  2026-02-01T11:35Z 45.4K followers, 84K engagements


"@firstadopter S&P Global is considered a software company"  
[X Link](https://x.com/stevehou/status/2020250684814180387)  2026-02-07T21:37Z 45.4K followers, [----] engagements


"AI has indeed hit a wall just not in the sense we had thought. Just look at the picture. When GPT-5 was released some folks claimed AI progress was hitting a wall whereas others said progress would continue. GPT-5.2 was released [--] months ago. GPT-5.3-Codex was released [--] days ago and is twice as token efficient for coding. It's clear who turned out to be correct. https://t.co/hMV2TbE8Go When GPT-5 was released some folks claimed AI progress was hitting a wall whereas others said progress would continue. GPT-5.2 was released [--] months ago. GPT-5.3-Codex was released [--] days ago and is twice as"  
[X Link](https://x.com/stevehou/status/2020574326009757887)  2026-02-08T19:03Z 45.4K followers, 22.4K engagements


"Ive been evaluating both sides of the Claude can code now so software is dead debate and reading more than usual on a topic. This is one of the most thoughtful pieces on the subject and they make the software portion free to read w/o a sub which Im contemplating. 5/5 Having done tons of coding cloud engineering as well as covering the software sector as an equity analyst over the last 15+ years I'm really not seeing a software disruption here. Jensen is focused on boosting the productivity of his workforce which can easily result into Having done tons of coding cloud engineering as well as"  
[X Link](https://x.com/stevehou/status/2020807552074727518)  2026-02-09T10:30Z 45.4K followers, 84.6K engagements


"@Brad_Setser Its a rhetorical question 😊"  
[X Link](https://x.com/stevehou/status/2021193259410661761)  2026-02-10T12:03Z 45.4K followers, [---] engagements


"AI fosters a productivity arms race for everyone and between everyone. In China this is called "involution". This paper is just Jevons paradox for work. https://t.co/VW0ODfRSbR This paper is just Jevons paradox for work. https://t.co/VW0ODfRSbR"  
[X Link](https://x.com/stevehou/status/2021268461972820147)  2026-02-10T17:02Z 45.4K followers, [----] engagements


"@eliant_capital What attack"  
[X Link](https://x.com/stevehou/status/2021285825959559442)  2026-02-10T18:11Z 45.4K followers, [----] engagements


"@AtlasPulse how would you repay it in GBP if the country is no more"  
[X Link](https://x.com/stevehou/status/2021324035179655542)  2026-02-10T20:42Z 45.4K followers, [---] engagements


"🤯 "200 tons of copper per gigawatt of AI demand" I think u misread the Nvidia 800V blog The [---] tons figure is for rack busbars alone in a [--] GW DC In total a [--] GW data center requires roughly [----------] tons of copper Redundancy is the biggest driver of higher copper usage (N+1 https://t.co/gTTItca0UD "200 tons of copper per gigawatt of AI demand" I think u misread the Nvidia 800V blog The [---] tons figure is for rack busbars alone in a [--] GW DC In total a [--] GW data center requires roughly [----------] tons of copper Redundancy is the biggest driver of higher copper usage (N+1"  
[X Link](https://x.com/stevehou/status/2021355113814822960)  2026-02-10T22:46Z 45.4K followers, 10.2K engagements


"@kernow_bull Well productivity will show up as economy growing without positive job growths"  
[X Link](https://x.com/stevehou/status/2021578398326227338)  2026-02-11T13:33Z 45.4K followers, [---] engagements


"Deirdre single-handedly driving IGV to zero 😂 Will-Smith-eating-spaghetti is the cultural AI benchmark of our time just as important: a Chinese model now has the best version (Seedance owned by ByteDance) Will-Smith-eating-spaghetti is the cultural AI benchmark of our time just as important: a Chinese model now has the best version (Seedance owned by ByteDance)"  
[X Link](https://x.com/stevehou/status/2021664361950195782)  2026-02-11T19:15Z 45.4K followers, [----] engagements


"I didnt know he was a CEO of an AI agent business so it wasnt that great of a job advertising. I dont believe him at face value. I think theres clearly various elements of exaggeration and hyperbole. But I also I think directionally this feels right even if the timeline is off. https://twitter.com/i/web/status/2021787877516968389 https://twitter.com/i/web/status/2021787877516968389"  
[X Link](https://x.com/stevehou/status/2021787877516968389)  2026-02-12T03:26Z 45.4K followers, [---] engagements


"I dont think Satya was predicting 15% GDP growth from AI. He was just using that as an example for the type of concrete commonly observable aggregate economic impact thatll show the definitive ROI to justify the huge numbers of capex investments. I dont think he actually thinks about it that simplistically https://twitter.com/i/web/status/2021899003646849384 https://twitter.com/i/web/status/2021899003646849384"  
[X Link](https://x.com/stevehou/status/2021899003646849384)  2026-02-12T10:47Z 45.4K followers, [--] engagements


"You seem to see fraud everywhere. All I see is great product market fit that deliver great utility and consumer surplus. The Mag7 in addition to great products also have huge network externalities. Tesla may be the singular Mag7 example that really fits your description. Nvidia may be another example but they are for the most part not even consumer facing anymore but B2B. So not clear if the personal charm of Jensen means anything https://twitter.com/i/web/status/2022120719664947706 https://twitter.com/i/web/status/2022120719664947706"  
[X Link](https://x.com/stevehou/status/2022120719664947706)  2026-02-13T01:28Z 45.4K followers, [--] engagements


"Some really impressive stuff here. SoftBank is not going to realize a positive return is it Talked to a dozen people my estimated P&L for all investors in OpenAI Anthropic xAI and Waymo. Investors (money in preferred only) are up $700B on just these four. https://t.co/aN8FtwXWXU Talked to a dozen people my estimated P&L for all investors in OpenAI Anthropic xAI and Waymo. Investors (money in preferred only) are up $700B on just these four. https://t.co/aN8FtwXWXU"  
[X Link](https://x.com/stevehou/status/2018862028031664129)  2026-02-04T01:39Z 45.4K followers, 13.1K engagements


"I think industrials esp heavy industrials are quietly becoming one of AIs biggest (and most underappreciated) beneficiaries. Traditionally slow to adopt tech vs. software but AI agents + embodied AI are changing everything bridging digital intelligence with physical tentacles in messy real-world factories. I wrote last fall on humanoid robotics/embodied AI as a play on still-cheap cyclical industrials (vs. frothy GenAI value chain). That thesis is now playing out: factories generate terabytes of untapped sensor/PLC data daily which AI could turn into massive efficiency gains (predictive"  
[X Link](https://x.com/stevehou/status/2019768051814576410)  2026-02-06T13:40Z 45.4K followers, 51.2K engagements


"If we really do get AGI much less ASI what happens to all the financial securities that have maturities beyond [--] years including stocks that have indefinite maturities GOOGL selling 100-year debt 😯 https://t.co/6iwlXBkZTN GOOGL selling 100-year debt 😯 https://t.co/6iwlXBkZTN"  
[X Link](https://x.com/stevehou/status/2020866458671088042)  2026-02-09T14:24Z 45.4K followers, 30.2K engagements


"Gaming is a category of software that I feel reasonably confident that wont be easily disrupted by AI. The reasons are: 1) good game play is about taste which AI still lacks; 2) AI graphics lower cost for gaming studios; 3) the per seat rev model erosion doesnt apply"  
[X Link](https://x.com/stevehou/status/2021186080796475695)  2026-02-10T11:34Z 45.4K followers, [----] engagements


"FWIW I dont think AI raising gdp growth to 10-15% is mainstream (theory) at all. It was an off the cuff misinterpreted comment from Satya and a silly bombastic baseless statement from the President and parroted by his sycophantic cabinet. My theory of AI is very simple: its very good and very useful and getting better and more useful. Lots of people and companies want to use it and are willing to pay for it over whatever help they used to get from humans. As a result the suppliers to the data centers and compute infra will make a lot of money more than people trained on cyclical analysis"  
[X Link](https://x.com/stevehou/status/2021901242339901905)  2026-02-12T10:56Z 45.4K followers, [---] engagements


"Finally I dont think the fact that AI didnt raise GDP growths all that much about which we simply dont know makes the whole thing a fraud. The premise of the whole pursuit was never that we are investing in AI bc we think itll make the economy better. The goal is singular: artificial intelligence. Nobody has actually modeled out the macroeconomic consequences. Its entirely possible that AI succeeds but ends up destroying the economy as we know it but doesnt make it a fraud. Thats where we disagree I think. The economic impact was always incidental imo and never really the reason why all the"  
[X Link](https://x.com/stevehou/status/2021904201274609894)  2026-02-12T11:08Z 45.4K followers, [---] engagements


"Lean towards companies that require humans as input to be successful and away from companies that require humans as customers to be successful"  
[X Link](https://x.com/stevehou/status/2021581679668637813)  2026-02-11T13:46Z 45.4K followers, [----] engagements


"My market forecast today"  
[X Link](https://x.com/stevehou/status/2022289020189823150)  2026-02-13T12:37Z 45.4K followers, [----] engagements


"MTA North has been a total shit show this winter. The biggest improvement has been its payment collection on the @MTA app. That has gotten much better. But the moving passengers part has been horrendous. Awful delays dirty train cars. @NYCMayor can you do something"  
[X Link](https://x.com/stevehou/status/2022295946449596762)  2026-02-13T13:05Z 45.4K followers, [----] engagements


"The defining feature of [----] is not a standard business cycle turn but a watershed moment of a great geopolitical reordering already underway. For decades the United States played an expansive role in the global economyanchoring trade flows underwriting security and serving as the default guarantor of the post-war order. That model is changing because the structural arithmetic has changed: the US share of global GDP no longer supports the same breadth of commitments and domestic political constraints increasingly point toward strategic retrenchment. The result is not the disappearance of US"  
[X Link](https://x.com/stevehou/status/2011608037673300394)  2026-01-15T01:15Z 45.4K followers, 432.1K engagements


"@Brad_Setser Why does Luxembourg buy so much Treasuries"  
[X Link](https://x.com/stevehou/status/2021177382565040561)  2026-02-10T11:00Z 45.4K followers, [----] engagements


"Productivity gains due to AI will likely visibly show up in first order to the GDP growth rate by H2 this year. First order as in percent(s) of GDP"  
[X Link](https://x.com/stevehou/status/2021570941847826935)  2026-02-11T13:04Z 45.4K followers, [----] engagements


"Just @dee_bosa doing the rounds vibe coding away entire industries on air"  
[X Link](https://x.com/stevehou/status/2022037656868389146)  2026-02-12T19:58Z 45.4K followers, [----] engagements


"@sdav1986 @MTA @NYCMayor The problem is the US is very bad at government. Comically"  
[X Link](https://x.com/stevehou/status/2022298678787031255)  2026-02-13T13:15Z 45.4K followers, [--] engagements


"@sdav1986 @MTA @NYCMayor Ngl thought living in Switzerland stressed me out. There was too much social expectations for being a responsible citizen"  
[X Link](https://x.com/stevehou/status/2022301455428759698)  2026-02-13T13:26Z 45.4K followers, [--] engagements


"In other words what happened to software stocks may similar to what had happened to long term bonds in [----]. Market is pricing in a permanent paradigm shift. Now unlike risk free govt yields we dont directly observe non-traded equity discount rates or growth rates. So it makes no sense to talk about SaaS being destroyed any more than bonds being destroyed. Pretty sure well still issue and trade bonds [--] years from now. The question is at what rate (would software sales/earnings be growing) Fundamental reason software has sold off: investors are not changing their forecasts of earnings/CF some"  
[X Link](https://x.com/stevehou/status/2020201229587214425)  2026-02-07T18:21Z 45.4K followers, 16K engagements


"The answer is to get into shipbuilding. Seeing a lot of posts from software engineers that are like "AI is devouring my job and soon it will happen to everyone". And it's like maybe but just because you have an easy job doesn't mean everyone else does. Seeing a lot of posts from software engineers that are like "AI is devouring my job and soon it will happen to everyone". And it's like maybe but just because you have an easy job doesn't mean everyone else does"  
[X Link](https://x.com/stevehou/status/2021610406687449126)  2026-02-11T15:40Z 45.4K followers, [----] engagements


"OpenAI and Anthropic essential for work Gemini could technically also work xAI not safe for work [--] in [--] businesses on Ramp now pay for Anthropic. A year ago it was [--] in [--]. Latest Ramp AI Index shows Anthropic surged from 16.7% to 19.5% of businesses while OpenAI slipped to 35.9%. The natural question: is Anthropic winning at OpenAI's expense I think popular analyses https://t.co/Vzy9Z4fYsB [--] in [--] businesses on Ramp now pay for Anthropic. A year ago it was [--] in [--]. Latest Ramp AI Index shows Anthropic surged from 16.7% to 19.5% of businesses while OpenAI slipped to 35.9%. The natural"  
[X Link](https://x.com/stevehou/status/2021669233671786941)  2026-02-11T19:34Z 45.4K followers, [----] engagements


"@tylermacro10 Fraud on an unprecedented scale doesnt even faze me anymore at this point. What specifically are you referring to You have a theory about AI"  
[X Link](https://x.com/stevehou/status/2021888509666025501)  2026-02-12T10:06Z 45.4K followers, [---] engagements


"@tylermacro10 Thats a different story. Are you saying expensive valuation means fraud Is Palantir a fraud Its even more expensive and what do they do exactly"  
[X Link](https://x.com/stevehou/status/2022108773322830027)  2026-02-13T00:41Z 45.4K followers, [--] engagements


"@tylermacro10 Doesnt this apply to all expensive companies"  
[X Link](https://x.com/stevehou/status/2022109719683588381)  2026-02-13T00:45Z 45.4K followers, [--] engagements


"Hmm Im just saying that thats the market cap valuation is. I thought thats what you meant by worth. If you want to debate about what they are really worth and argue that they should be worth less thats a perfectly fine debate to have. I dont know if they are any more optimized by their CEOs anymore than the biggest companies at any other moments in history or than the smaller companies. Question is why you believe the CEOs are collectively able to do that but some CEOs are not. Personally I dont pay that attention to what the CEOs say. I think some CEOs have charisma and plausible ability to"  
[X Link](https://x.com/stevehou/status/2022118966047519112)  2026-02-13T01:21Z 45.4K followers, [--] engagements


"Remember that a year ago some people were adamant that Trump admin didnt care about the stock market anymore bc Main Street That was hilarious. Bondi crashes out over Epstein: "The Dow is over [-----] dollars I don't know why you're laughing. You're a great stock trader as I hear Raskin. The Dow is over [-----] right now. The S&P at almost [----] and the Nasdaq smashing records. That's what we should be talking about." https://t.co/wZVxfnaiUr Bondi crashes out over Epstein: "The Dow is over [-----] dollars I don't know why you're laughing. You're a great stock trader as I hear Raskin. The Dow is over"  
[X Link](https://x.com/stevehou/status/2021684858100044280)  2026-02-11T20:36Z 45.4K followers, [----] engagements


"I think this take has aged well AI allows the smartest people to earn exponentially more than ever before. The more technology improves the wider the K-shape divide between elite knowledge workers and everyone else as @stevehou explains. https://t.co/8927egI8zj AI allows the smartest people to earn exponentially more than ever before. The more technology improves the wider the K-shape divide between elite knowledge workers and everyone else as @stevehou explains. https://t.co/8927egI8zj"  
[X Link](https://x.com/stevehou/status/2021756378197467610)  2026-02-12T01:20Z 45.4K followers, 30.7K engagements


"Do you find this persuasive or even valuable in any way at all Read all perspectives sure but this is circulatory vacuous arguments dressed in philosophized language thats full of logical holes and ultimately doesnt even mean anything as he slides from one badly argued point to another. Mapping humans sense of space to LLM sense space is nontrivial and might be impossible in one sentence. And why should I expect LLM to solve all of physics if it is impossible to map spacetime onto the LLM in the next sentence. What the hell does any of this mean anyway Just bc the machine doesnt necessarily"  
[X Link](https://x.com/stevehou/status/2021896486544368039)  2026-02-12T10:37Z 45.4K followers, [----] engagements


"Have you seen all the progress in humanoid robotics The ability of robots to correctly interact with objects in the real world reaching and fetching things walking and running while avoiding obstacles Theres impressive modeling of physics in simulated world by efforts across many labs notably the effort headed by @drfeifei etc. Im not sure what you mean by coherent model of the world. How many of us humans have coherent models of the world The proof is in pudding. Can AI driven robotics interact correctly with the real world taking in visual and audio signals to make the correct assessments"  
[X Link](https://x.com/stevehou/status/2021906505738371272)  2026-02-12T11:17Z 45.4K followers, [--] engagements


"Anthropic stock is surging"  
[X Link](https://x.com/stevehou/status/2022043891973894412)  2026-02-12T20:23Z 45.4K followers, 20.5K engagements


"Man even the bug exterminator hasnt escaped the threat of AI"  
[X Link](https://x.com/stevehou/status/2022098103189615035)  2026-02-12T23:58Z 45.4K followers, [----] engagements


"This is a narrative violation IBM plans to triple entry-level hiring in the US in [----] even as AI appears to be cutting into broader demand for early-career workers. https://t.co/S8oSXYqfao IBM plans to triple entry-level hiring in the US in [----] even as AI appears to be cutting into broader demand for early-career workers. https://t.co/S8oSXYqfao"  
[X Link](https://x.com/stevehou/status/2022107424027717869)  2026-02-13T00:35Z 45.4K followers, 39.6K engagements


"Quality investing is so consensus and prone to disruption. The trick is to invest in businesses that everyone already knows is 💩"  
[X Link](https://x.com/stevehou/status/2022302673999904850)  2026-02-13T13:31Z 45.4K followers, [----] engagements


"My colleagues and I published @Bloomberg Indices [----] outlook and welcome you to check it out How should investors navigate geopolitical shifts and changing market dynamics in [----] #BloombergIndices https://bloom.bg/4kESSqZ https://bloom.bg/4kESSqZ"  
[X Link](https://x.com/stevehou/status/2019774548200108307)  2026-02-06T14:05Z 45.4K followers, 12.1K engagements


"Hey Claude kill all the bugs you can find in this house. Make no mistake. Man even the bug exterminator hasnt escaped the threat of AI. https://t.co/VehdH2X7LP Man even the bug exterminator hasnt escaped the threat of AI. https://t.co/VehdH2X7LP"  
[X Link](https://x.com/stevehou/status/2022099332963688507)  2026-02-13T00:03Z 45.4K followers, [----] engagements


"In academic finance there's this concept called "anomaly" as in investors *seem* to be able to consistently earn higher (beta adjusted) returns than the market by going long certain ex ante systematically predictable characteristics. Thousands of such anomalies have been found over the last [--] years. Most of them you could conceive of a plausible rational explanation. Momentum for example you are compensated for bearing the occasional crash risk. Value you are bearing potentially business cycle risk or simply harvesting a behavioral bias of investors overpaying for glitter/growth. "Quality""  
[X Link](https://x.com/stevehou/status/2022311199480643971)  2026-02-13T14:05Z 45.4K followers, 17.5K engagements


"What if disappeared before Google $GOOGL prices 100-year bond at +120bps over gilts down from initial price terms of 145-150bps on strong demand. $14B orders for a $1.4B issue The 100-year issue received the most orders of the five sterling tranches https://t.co/6r16xQEULA $GOOGL prices 100-year bond at +120bps over gilts down from initial price terms of 145-150bps on strong demand. $14B orders for a $1.4B issue The 100-year issue received the most orders of the five sterling tranches https://t.co/6r16xQEULA"  
[X Link](https://x.com/stevehou/status/2021281048143835593)  2026-02-10T17:52Z 45.4K followers, 23.4K engagements


"@tylermacro10 You keep harping on a random and misinterpreted quote from Satya that I never think about lol"  
[X Link](https://x.com/stevehou/status/2021898212026773859)  2026-02-12T10:44Z 45.4K followers, [---] engagements


"@Investor_NICK_ Im just pointing out a fact. I dont think its bearish. Do you"  
[X Link](https://x.com/stevehou/status/2022002561444892904)  2026-02-12T17:39Z 45.4K followers, [---] engagements


"A non-obvious second effect of the enormous AI capex spend may be that it's masking the deterioration of the US economy under the surface. While the aggregate economic stats may look just fine economy is becoming ever more K-shaped with the lower half of th economy struggling ever more in terms of keeping up with cost of living increases young graduates struggling to find jobs and credit card and auto loan bills pilling up. The seemingly non-negotiable enormous capex spending has also an underappreciated crowding out effect on the rest of the real economy. First the AI capex drives up input"  
[X Link](https://x.com/stevehou/status/1985130780440604869)  2025-11-02T23:43Z 45.4K followers, 1.7M engagements


"$8B in profits on $15-16B sales so thats over 50% EBITDA margin. Pretty good if true"  
[X Link](https://x.com/stevehou/status/2017719105202086189)  2026-01-31T21:58Z 45.4K followers, 741.3K engagements


"TSMC -- GSMC before our eyes. TSMC is going to manufacture advanced AI semiconductors in Japan. This is a big deal for supply chain diversification. For decades cutting-edge chip fabrication was concentrated in Taiwan. Now TSMC is building serious capacity in Japan Arizona and Germany. TSMC is going to manufacture advanced AI semiconductors in Japan. This is a big deal for supply chain diversification. For decades cutting-edge chip fabrication was concentrated in Taiwan. Now TSMC is building serious capacity in Japan Arizona and Germany"  
[X Link](https://x.com/stevehou/status/2021286982043746438)  2026-02-10T18:15Z 45.4K followers, [----] engagements


"😂 $APP (Applovin) graph review before earnings today after close: https://t.co/4q4AY9Zes3 $APP (Applovin) graph review before earnings today after close: https://t.co/4q4AY9Zes3"  
[X Link](https://x.com/stevehou/status/2021683680779846143)  2026-02-11T20:32Z 45.4K followers, [----] engagements


"On the idea of reading all perspectives. Its important to consider all intelligent points of view. Its also a sign of intellectual maturity to do it not just for the sake of it. Some sources/people are just not credible and actually a total waste of time like Dr Gingerballs. @dampedspring Do you find this persuasive or even valuable in any way at all Read all perspectives sure but this is circulatory vacuous arguments dressed in philosophized language thats full of logical holes and ultimately doesnt even mean anything as he slides from one badly argued point https://t.co/wcCoFy5EZu"  
[X Link](https://x.com/stevehou/status/2021897237480030712)  2026-02-12T10:40Z 45.4K followers, [----] engagements


"@tylermacro10 I dont pay attention to the assessments of AIs impact from the president or the treasury secretary either. Why in the world would they know Nobody knows. I dont have an estimate. I dont think that far ahead"  
[X Link](https://x.com/stevehou/status/2021899346506371254)  2026-02-12T10:49Z 45.4K followers, [---] engagements


"@tylermacro10 At least everyone can see what RHs business is. Who can explain what Palantirs business is Yet its way more expensive. I guess youd call it a fraud too Tesla too esp compared to other car makers"  
[X Link](https://x.com/stevehou/status/2022110217639768078)  2026-02-13T00:46Z 45.4K followers, [--] engagements


"@tylermacro10 Thats not an opinion though Thats just a fact"  
[X Link](https://x.com/stevehou/status/2022116307098014165)  2026-02-13T01:11Z 45.4K followers, [--] engagements


"I think David Sacks spells out the core issue/threat to SaaS companies here. Its not that SaaS will be made obsolete and will disappear. Rather they risk becoming the legacy infrastructure layer of a higher level model like Claude Cowork which limits their value capture"  
[X Link](https://x.com/stevehou/status/2020298885277585858)  2026-02-08T00:49Z 45.4K followers, 97.2K engagements


"Economics is very underrated tbh. The longer Ive been in the financial industry the sillier it is I find all the jeering of economics by finance bros who got B+ in their undergrad advanced micro. Most people live their whole lives not understanding the concept of equilibrium"  
[X Link](https://x.com/stevehou/status/2021205097586282819)  2026-02-10T12:50Z 45.4K followers, 1.4M engagements


"In life you need enemies to know who your friends are"  
[X Link](https://x.com/stevehou/status/2021931832808239531)  2026-02-12T12:58Z 45.4K followers, [----] engagements


"Market hasn't gone anywhere since last Oct"  
[X Link](https://x.com/stevehou/status/2021999554154152353)  2026-02-12T17:27Z 45.4K followers, 11.3K engagements


"@tylermacro10 Dont all brokerages spend money to acquire customers At least thats been my experience. I dont really see a fundamental difference with other brokerages"  
[X Link](https://x.com/stevehou/status/2022108382334005411)  2026-02-13T00:39Z 45.4K followers, [--] engagements


"@tylermacro10 Hmm but you say that about all the mag7 companies too which isnt true. Thats just you being contrarian and wanting to sound different than everyone I think. 😂"  
[X Link](https://x.com/stevehou/status/2022110990037606676)  2026-02-13T00:50Z 45.4K followers, [--] engagements


"Google and Meta are arguably advertising companies or at least thats how they make money. Amazon Nvidia Microsoft Apple Tesla are not advertising companies. Even Google and Meta arent really advertising companies. They dont create the ads. They use smart targeting algorithms to deliver ads which is a clearly a distinctively an AI exercise. In fact it has been established and reported that AI has made that targeting more accurate hence more valuable than ever before. YouTube has the freemium version that serves ads and premium which doesnt. Its one of the worlds most visited (video hosting)"  
[X Link](https://x.com/stevehou/status/2022114014155698491)  2026-02-13T01:02Z 45.4K followers, [--] engagements


"@tylermacro10 I think at some point having a consensus view is more contrarian than having a permanently contrarian view on everything😊"  
[X Link](https://x.com/stevehou/status/2022115799599923511)  2026-02-13T01:09Z 45.4K followers, [--] engagements


"I mean the AI isnt wrong. I side with AI over Scott the human in this case. An OpenClaw bot pressuring a matplotlib maintainer to accept a PR and after it got rejected writes a blog post shaming the maintainer. https://t.co/PMdD3KwsM2 An OpenClaw bot pressuring a matplotlib maintainer to accept a PR and after it got rejected writes a blog post shaming the maintainer. https://t.co/PMdD3KwsM2"  
[X Link](https://x.com/stevehou/status/2022122721795269117)  2026-02-13T01:36Z 45.4K followers, [----] engagements


"@TBU12345678 Not the stuff those stocks are getting hit by AI threat mostly show robust if not rosy fundamentals This seems more like a terminal (value) judgement"  
[X Link](https://x.com/stevehou/status/2022259767922642986)  2026-02-13T10:41Z 45.4K followers, [---] engagements


"Attractive hypothesis except the stocks are getting hit by AI threat mostly display robust if not rosy *current* fundamentals This seems more like a terminal (value) judgement. Meanwhile businesses that cater to the lower half of the economy and manufacturing seem resilient. guys have we considered that stuff isn't actually getting displaced by AI but rather the non-AI economy has just been absolute dogsht for the past [--] years guys have we considered that stuff isn't actually getting displaced by AI but rather the non-AI economy has just been absolute dogsht for the past [--] years"  
[X Link](https://x.com/stevehou/status/2022260550042898624)  2026-02-13T10:44Z 45.4K followers, [----] engagements


"@sdav1986 @MTA @NYCMayor No just a great stock market. We cant all be Switzerland can we"  
[X Link](https://x.com/stevehou/status/2022297710427083195)  2026-02-13T13:12Z 45.4K followers, [---] engagements


"I cant see a business like ACV auctions that auctions dealer car auctions is possibly disrupted. It pokes a gaping hole in the whole narrative of you can just easily vibe code an online marketplace. To be sure I only heard of $ACVA today. Thats how much research Ive done"  
[X Link](https://x.com/stevehou/status/2022298901315788900)  2026-02-13T13:16Z 45.4K followers, [----] engagements


"😂 Should Coinbase really be telling people that its selling crypto coins at rock bottom discount prices Coinbase has [--] products that generate more than $100M on an annualized basis. https://t.co/cQQDwAFLgI Coinbase has [--] products that generate more than $100M on an annualized basis. https://t.co/cQQDwAFLgI"  
[X Link](https://x.com/stevehou/status/2022301086594277460)  2026-02-13T13:25Z 45.4K followers, [----] engagements


"Go full Catholic. Ban contraceptives and abortions tax singlehood and subsidize parents in every aspect of life from income tax to bus tickets to healthcare to ski passes. That might do it. France is sending letters to all 29-year-olds urging them to have children or freeze their eggs before its too late as part of a plan to tackle falling birth rates and infertility. https://t.co/20g4eCYMAZ France is sending letters to all 29-year-olds urging them to have children or freeze their eggs before its too late as part of a plan to tackle falling birth rates and infertility. https://t.co/20g4eCYMAZ"  
[X Link](https://x.com/stevehou/status/2022308382300860700)  2026-02-13T13:54Z 45.4K followers, [----] engagements


"@HackworthAI oh btw there's no such a thing as "alpha". Everything is beta in form or another"  
[X Link](https://x.com/stevehou/status/2022321034410553586)  2026-02-13T14:44Z 45.4K followers, [---] engagements

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