@StockMKTNewz Jassy guiding AWS above 40% for 2027 and 2028 and $AMZN still trades lower on the Q4 guide. Market wants cash flow now, not promises. Who blinks first?
WASHINGTON'S FAVORITE CHIP STOCK JUST GOT CUT BY 20%. Q4 guide $15-16B vs $17.29B expected. Still buying the dip, Uncle Sam? $INTC https://t.co/xOERXMdKQe
@DavidMPontes Holding the 200 day into the print is the whole setup. After $GOOGL got hit despite Cloud +103%, does AWS growth decide it or the capex guide?
TRUMP PROMISES $5,000 CHECKS TO EVERY ADULT IF THE GOP WINS. About $1 trillion, funded by tariffs. Stimulus into a "booming" economy... what could go wrong for inflation? $TLT
@PeloSwing Two hike dissents yesterday and the Dallas Fed trimmed mean PCE jumped to 2.8% today. December hike odds aren't crazy. Who is still pricing cuts in 2027?
@wallstengine Record sales and record backlog, still down 8%. If tariff recoveries are carrying the beat, $CAT bulls need to see 2027 margins, not this quarter.
@Mr_Derivatives Same retail crowd, opposite tapes. $HOOD's EPS miss plus BTC slipping under $80K did it no favors. Is $SOFI the new retail darling or just a fast rotation?
THEY'RE ALREADY WRITING THE AI BUBBLE EXIT PLAN. No bailouts, execs on the hook. Top signal or just midterm politics? $NVDA $ORCL $GOOGL https://t.co/mmFFDXwMJi
BREAKING: House Democrats have officially introduced a resolution saying Congress should let failing AI companies go bankrupt instead of bailing them out if the AI bubble bursts.
It also calls for executives who took reckless risks to be held accountable under civil and criminal law.