GregTheAnalyst

Independent investor, my tweets are not an investment advice. Charts, macro-micro, technicals.

[GregTheAnalyst @Analyst_G]

Charts of the month

"2025 year end"

https://t.co/Z58KOnoK6a

[GregTheAnalyst @Analyst_G]

Expect way more new record lows...

[Polymarket @Polymarket]

BREAKING: U.S. consumer sentiment falls to its second-lowest level on record, just 11 days before the midterm elections.

[GregTheAnalyst @Analyst_G]

🤣🤣

[*Walter Bloomberg @DeItaone]

$CRWV - COREWEAVE SHARES FALL 2.4% AFTER 10% SLIDE IN PRIOR SESSION

[GregTheAnalyst @Analyst_G]

Probably the one of the best changes for the US real economy...

[Polymarket @Polymarket]

JUST IN: Michigan Senate candidate Abdul El-Sayed calls for stock buybacks to be made illegal.

[GregTheAnalyst @Analyst_G]

MIDTERMS CONTROL ODDS:

Senate control odds:
-Democrats: 67%
-Republicans: 33%

House control odds:
-Democrats: 92%
-Republicans: 8%

[Kalshi @Kalshi]

JUST IN: House Democrats say Elon Musk is on their "list of targets" if they win the midterms

[GregTheAnalyst @Analyst_G]

@Shavano18 Agreed. Golden era has come to an end IMO between 2018-2021

[GregTheAnalyst @Analyst_G]

Booming economy

[unusual_whales @unusual_whales]

54% US workers regularly skip lunch on the job due to high food costs, increasing job pressure, per CNBC

[GregTheAnalyst @Analyst_G]

Next question I keep asking : When market will finally give up on Elon's promises ...

[GregTheAnalyst @Analyst_G]

If you bought RAM and GPUs in 2H2026 you are the king of suckers of the semiconductor cycle.

[GregTheAnalyst @Analyst_G]

Might be quick...

[zerohedge @zerohedge]

*JETBLUE AIRWAYS TRADES DOWN 7%, FALLING TO RECORD LOWS

[GregTheAnalyst @Analyst_G]

@Harbot3Jeremiah @serenelyjoyful You are 100% right. AI boom disrupted 2022. Just like mini cycle in bigger cycle. Look how many stocks peaked 4Q21/1Q22.

[GregTheAnalyst @Analyst_G]

I can’t wait for the moment the true bear arrives and change the mechanism and logic of the market (totally different logic of the bull correction)…

Because you know : my rules tell we are still in the same bull market cycle since 2009 with multiple bull corrections including 2011, 2015, 2018, 2020, 2022

Era of 30Ys old fund managers will end in a very brutal way…

[GregTheAnalyst @Analyst_G]

Another ghost datacenter…

Waiting for SpaceX datacenter on the moon…

[Roger @rdd147]

$AMZN abandons Virginia Data Center

[Enrich Trades @enrichtrades]

The harsh reality is that there will be a lot of ‘AI trade’ tickers that will look like this in 4 years 💔

[GregTheAnalyst @Analyst_G]

If you bought RAM and GPUs in 2H2026 you are the king of suckers of the semiconductor cycle.

[GregTheAnalyst @Analyst_G]

If you took a mortgage and bought a real estate between Jan20-Dec21, you are the king sucker of the 1980+ disinflationary cycle.

[GregTheAnalyst @Analyst_G]

No risk said Bessent for AI

[KKGB @INArteCarloDoss]

Bessent who is now the undefeated Macro House Contra on AI

[GregTheAnalyst @Analyst_G]

For 1 day

[Kalshi @Kalshi]

JUST IN: Tanker with 40,000 tons of diesel heads to US after Trump-Putin deal

[GregTheAnalyst @Analyst_G]

Record?

[Barchart @Barchart]

$META credit risk hits all-time high 🚨

[GregTheAnalyst @Analyst_G]

Time for Anthropic to reduce to 1.0T$...

[First Squawk @FirstSquawk]

OPENAI TRIMS VALUATION TARGET TO $1.25T AFTER PITCHING HIGHER PRICE – FT

[GregTheAnalyst @Analyst_G]

That'll be fun...

[zerohedge @zerohedge]

Three hours until Korea is halted seconds after the open

[GregTheAnalyst @Analyst_G]

@StealthQE4 1.5T$ for a company that has 20% bankrupcy in 1-2 years...