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TradingView charges $2,399 a year to plot 16 charts on one screen.
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@MatthewBerman@bot@spacexai My favorite planned use case: a Systems Research Bot that watches my repos + benchmark results, compares experiments, catches performance regressions, summarizes relevant issues/commits, and keeps a running research log. Would save me a ridiculous amount of context-switching
🔴Retail investors are losing tons of money on their favorite US TECH trades:
Mom-and-pop investors bought +$315 million of SpaceX, $SPCX, shares so far in July, the largest of any single stock tracked by Vanda Research.
This was followed by +$194 million into Intel, $INTC, +$142 million into Ondas, $ONDS, and +$65 million into Oracle, $ORCL.
By comparison, Microsoft, $MSFT, the most-bought Magnificent Seven stock, drew just +$52 million, while Alphabet, $GOOGL, Amazon, $AMZN, and Tesla, $TSLA, each pulled in under +$30 million.
Meanwhile, $SPCX is down -47% since its peak and -20% since its June 12th debut.
Furthermore, $INTC is down -31% over the last month while $ONDS and $ORCL are both down -51% from their early June highs.
Overall, retail trading volume remains at an all-time high, with average daily volumes in May and June more than double the 2024 average.
Retail investors are chasing stocks that are dropping like a rock.
⚠️Wall Street is starting to panic over the AI debt bubble:
Hyperscalers have issued $194 billion in debt so far this year across currencies, already accounting for a record ~9% of all US investment-grade (IG) bond supply.
This share has QUADRUPLED since 2022 and has more than DOUBLED over the last year.
Overall, AI-related debt issuance has skyrocketed ~$20 billion, or ~1% of IG supply, in 2024 to ~$240 billion, or ~18% of supply, in just the first half of 2026.
Meanwhile, 5-year credit default swap (CDS) spreads on hyperscalers have surged over +50 basis points since the start of 2025, to ~75 basis points, near the highest since at least 2018.
This is ~20 basis points above the 2022 bear market levels.
Furthermore, hyperscaler gross leverage has DOUBLED from 0.9x to 1.8x in just 2 quarters, now above the entire energy sector's leverage.
As Big Tech issues debt at a record pace to finance AI spending, investors are seeking more protection against rising credit risk exposure.
The AI CAPEX boom is increasingly fueled by debt, and credit markets are starting to push back.