Economic Views

Independent views

[Economic Views @EconomicViews_]

@KobeissiLetter Let July inflow comes back to the market and it will switch to greed real quick

[Economic Views @EconomicViews_]

@KrisPatel99 Right now there are more reasons to buy memory stocks than to sell them

[Economic Views @EconomicViews_]

@Etiam_Aliquam @PodcastAlphaX @Jesse_Livermore @GavinSBaker The thing is this is not some consumer cycle where demand stops and you cut down. This is pure race right now, if one company slows and other keeps going, the one who slowed will be left out permanently. Looking back at 2025 capex, no one thought 2026 capex would be huge.

[Economic Views @EconomicViews_]

@KrisPatel99 When something goes so high, you start to feel scared, it’s normal human behaviour. Just read the earnings report and then make a decision.

[Economic Views @EconomicViews_]

@KrisPatel99 In other words, market is always skeptical of hardwares cause of supply and demand. Market was completely wrong on 2026 spending. It’s uncertainty around future that is now holding people off. No one has seen these numbers before. It’s un precedent!

[Economic Views @EconomicViews_]

@CNBC It’s not like apple passed any savings to its customers when prices were rock bottom, now they are higher, they immediately want to pass that to consumers. For once, try to eat it up!

[Economic Views @EconomicViews_]

@gurgavin X moves faster, before the close, this was already floated

[Economic Views @EconomicViews_]

@KobeissiLetter As long as ships keep flowing, no big deal

[Economic Views @EconomicViews_]

@KobeissiLetter Interesting, he didn’t threaten them this time

[Economic Views @EconomicViews_]

@gurgavin What do you think hedge funds do lol

[Economic Views @EconomicViews_]

@kakashiii111 Given their 600 billion plus backlog, they can’t stop spending, if they raise white flag, they are not, others will take their share and Microsoft will end up becoming one of the legacy ones.

[Economic Views @EconomicViews_]

@Osint613 Why Israel is in Lebanon territory at first place

[Economic Views @EconomicViews_]

@SenTedBuddNC There is difference between defence vs offence, what israel is doing right now is opposite of defence.

[Economic Views @EconomicViews_]

@ShaziGoalie This property had extensive fire damage. Did you even check the listing before posting?

[Economic Views @EconomicViews_]

@Osint613 Israel is back at sabotaging the deal as expected

[Economic Views @EconomicViews_]

@DrEliDavid It’s a narrow pathway, you can’t just go and open it up without getting hit. It’s cheaper to give money to iran and have ships flowing than actually trying to safe guard them.

[Economic Views @EconomicViews_]

@Osint613 Mou is already signed, this is just symbolic

[Economic Views @EconomicViews_]

@Osint613 There’s no open source to your intel, you are just blindsided

[Economic Views @EconomicViews_]

@michaeljburry Or look where the money is moving and ride the momentum instead of going for dead money

[Economic Views @EconomicViews_]

@buildwithmaya @sflorimm What have you built so far?