[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  LordPos3idon [@LordPos3idon](/creator/twitter/LordPos3idon) on x XXX followers Created: 2025-07-17 05:56:01 UTC $META $NVDA $TSLA $APPL $MSFT $AMZN $GOOG $SPX $NQ •When Zuckerberg changed the companies named to META during late October 2021. A few months before market topped and then in 2022….well we remember the 2022 slow train wreck that was markets. Remember all that money Zuck plowed into Reality Labs. BILLIONS of DOLLARS were being poured into it. Then in 2022 he had to say on an earnings call, that Reality Labs may not provide results until 2030! —Reality Labs since 2020, has a more than $60B operating loss •And look what’s happening now. History doesn’t repeat, but it rhymes •I’m tactically bearish for next week or two, but I am LONG until end of Q3. But I see a big sell off coming either in Q4 or Q1 2026 •Valuations are at same levels, or greater than, then during peak covid, when stimmy money was flushing the system, when growth and inflation were HOT! That doesn’t make sense to me, I mean it does because of global carry trade dynamics, but it fundamentally doesn’t make sense •Venture Capital funds, ONLY REALLY INVESTING IN AI, these last two years. Their returns streams are a little concentrated wouldn’t you say? •Look at those realized Capital Expenditure numbers & projections from Hyperscalers. This is absurd, in an economy that is getting surreptitiously tight in funding markets, and that is also facing extreme deflationary headwinds from Asia •NEW MONEY NEEDS TO ENTER THE SYSTEM —A true Reflation, in order to keep the AI train moving. And I believe in the technology, but I also believe in economic and liquidity cycles, & the two aren’t mutually exclusive  XXX engagements  **Related Topics** [spx](/topic/spx) [goog](/topic/goog) [amzn](/topic/amzn) [msft](/topic/msft) [nvda](/topic/nvda) [quarterly earnings](/topic/quarterly-earnings) [billions](/topic/billions) [money](/topic/money) [Post Link](https://x.com/LordPos3idon/status/1945724147125956765)
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LordPos3idon @LordPos3idon on x XXX followers
Created: 2025-07-17 05:56:01 UTC
$META $NVDA $TSLA $APPL $MSFT $AMZN $GOOG $SPX $NQ
•When Zuckerberg changed the companies named to META during late October 2021. A few months before market topped and then in 2022….well we remember the 2022 slow train wreck that was markets. Remember all that money Zuck plowed into Reality Labs. BILLIONS of DOLLARS were being poured into it. Then in 2022 he had to say on an earnings call, that Reality Labs may not provide results until 2030!
—Reality Labs since 2020, has a more than $60B operating loss
•And look what’s happening now. History doesn’t repeat, but it rhymes
•I’m tactically bearish for next week or two, but I am LONG until end of Q3. But I see a big sell off coming either in Q4 or Q1 2026
•Valuations are at same levels, or greater than, then during peak covid, when stimmy money was flushing the system, when growth and inflation were HOT! That doesn’t make sense to me, I mean it does because of global carry trade dynamics, but it fundamentally doesn’t make sense
•Venture Capital funds, ONLY REALLY INVESTING IN AI, these last two years. Their returns streams are a little concentrated wouldn’t you say?
•Look at those realized Capital Expenditure numbers & projections from Hyperscalers. This is absurd, in an economy that is getting surreptitiously tight in funding markets, and that is also facing extreme deflationary headwinds from Asia
•NEW MONEY NEEDS TO ENTER THE SYSTEM —A true Reflation, in order to keep the AI train moving. And I believe in the technology, but I also believe in economic and liquidity cycles, & the two aren’t mutually exclusive
XXX engagements
Related Topics spx goog amzn msft nvda quarterly earnings billions money