Bill Corrigan

Husband to an amazing surgeon, dog dad to Cleo. Former McKinsey and Microsoft Product Guy

[Bill Corrigan @BCorr_AI]

1.) The largest infrastructure buildout in corporate history is happening right now.

Amazon(@ajassy) , Microsoft (@satyanadella), Google, and Meta are on pace to spend $815B on AI infrastructure by 2027.

Most investors think this destroys margins.

They’re thinking about it completely wrong.
#AI #investing

Thread 🧵

[Bill Corrigan @BCorr_AI]

@boston25 Sorry but the old guy is 100% guilty here. Looks like the young kid was trying to be reasonable and the 70 yr old lost his shit. Bad enough to slap the kid (sucker punch) but to hold his head under water? Sorry - you’re going to jail old man.

[Bill Corrigan @BCorr_AI]

@StockMKTNewz Ugh… as an $NVDA investor, this makes me want to sell and buy $AMD.

[Bill Corrigan @BCorr_AI]

@michaelsikand I laugh when I see so-called “experts” on CNBC who are asking “when will the AI bubble burst”. Ummm… this is the entire new economy for the next 100 years. If you can’t figure that out, you should not be on TV commenting on investing.

[Bill Corrigan @BCorr_AI]

@ABC Why TF are the cops driving on a bike path? Guy has his headphones on, walking his dog and suddenly he’s a criminal?

[Bill Corrigan @BCorr_AI]

@StockSavvyShay So tired of all the biggest moves happening when US markets are closed.

[Bill Corrigan @BCorr_AI]

@WOLF_Financial All except SPCX, WMT, BRK.B

[Bill Corrigan @BCorr_AI]

@ChrisCamillo @gatorsjagsrehab How could ANYONE be a Ballmer guy? He was one of the worst tech CEOs of the past 30 years. Stock went down by 40% during his 14 year tenure as CEO. When Satya took over in 2014, it was trading at $37, down from $60. Woof!

[Bill Corrigan @BCorr_AI]

@gatorsjagsrehab @ChrisCamillo Because Ballmer was “big hat, no cattle”. He loved to dance around on stage but the company and stock seriously UNDERPERFORMED under his leadership - for over 10 years.

[Bill Corrigan @BCorr_AI]

@Mattaverse21 @ChrisCamillo MSCI rebalancing… but it is kind of bullshit that they rebalance $11B of shares in the last ten minutes of the trading week.

[Bill Corrigan @BCorr_AI]

@Sam_Badawi The only thing that tells me is the FT analyst has zero clue about AI and the thousands of use cases that will be used across EVERY segment of business, healthcare, research, government, etc. Glad there are analysts like this… helps us buy stock cheaper.

[Bill Corrigan @BCorr_AI]

@Racetoamilly Too obvious. All the amateurs are thinking the same thing. Smart buyers were loading at $209-211.

[Bill Corrigan @BCorr_AI]

@WCVB Liz Warren just blamed it on Trump and Elon Musk.

[Bill Corrigan @BCorr_AI]

@SusanCoiaGailey @stevefa52163832 @StockSavvyShay @fiscal_ai This is 100% it. Everyone’s looking for a 5-10 bagger and don’t think NVDA can go to $25-50T market cap before another stock can go from, say $100B to $500B.

[Bill Corrigan @BCorr_AI]

@RealAF_Patriot I guess Springsteen missed this speech.

[Bill Corrigan @BCorr_AI]

Used to be a huge Bruce fan, attending about 40 shows over the years. His TDS (which used to be Bush Derangement Syndrome, then Romney Derangement Syndrome) is off the charts. He used to write about working men… but he hasn’t spoken to one in about 3 decades. He doesn’t realize that most plumbers, electricians, cops, firemen, etc feel abandoned by the far left Democrat Party.

[Bill Corrigan @BCorr_AI]

@stockdaddyg @Mr_Derivatives You’re at a .21 delta now. If Monday isn’t a big bounce early, theta decay is going to hurt you.

[Bill Corrigan @BCorr_AI]

@sumitroy2 This guy was an idiot for even putting himself into that situation. He did lie about the location and type of expense ahead of time. If he’d said he was throwing a Super Bowl party, would they have pre approved it?

[Bill Corrigan @BCorr_AI]

@WallStreetApes @GuntherEagleman I feel bad for her. You can criticize her but have to admit that the economy right now significantly favors people who already own assets.

[Bill Corrigan @BCorr_AI]

@MarkDondero Back when baseball mattered.

[Bill Corrigan @BCorr_AI]

@MusicPills10 To me, that is the epitome of an 80s alternative pop song. In Between Days has alway been in my top 2-3 songs for the past 40 years.