Grahm Thrush

[Grahm Thrush @GrahmThrush]

@B_Funk_ As a result, ​five-year credit default swaps widened 7.6 basis points to a record high of ​114.79 bps and were set for its biggest one-day jump since at ⁠least 2025, Markit data showed

[Grahm Thrush @GrahmThrush]

@RHouseResearch They are cash flow positive on an ADJUSTED basis. Whatever that means, probably excluding executive compensation… They have GAAP losses of $80 BILLION in the first half of 2026.

[Grahm Thrush @GrahmThrush]

@JasonrShuman Stop using AI to write your posts people it’s so obvious. Literally everything sounds identical on this platform.. “The ROI is already in the 10-Ks and earnings calls and we’re just scratching the surface of its capabilities as businesses optimize how they adopt and use agents”…

[Grahm Thrush @GrahmThrush]

@AustranSkolSwft @daniel_koss Instead of making $40 billion, they lost $80 billion. Interesting take…

[Grahm Thrush @GrahmThrush]

@JamesTrvdes @masayoshisson Cyclicals ALWAYS appear cheapest at their cycle tops when earnings are high… a story as old as time…

[Grahm Thrush @GrahmThrush]

@masayoshisson All of this checks out

[Grahm Thrush @GrahmThrush]

@imnotharsh Don’t try and catch a falling knife boys…

[Grahm Thrush @GrahmThrush]

@ProtoHiro1 @Vcondry84 @KobeissiLetter Trump is a far right corporate fascist, just like all the other American businessmen and executives that supported the Nazi party.

[Grahm Thrush @GrahmThrush]

@AndreasSteno You wrote this entire post with AI didn’t you? Half my feed is AI-written posts about authenticity. The other half is AI-written replies agreeing with them. Anyway, I asked AI to write this one.

[Grahm Thrush @GrahmThrush]

@AndreasSteno @extralamerr Didn’t Open AI calculate its ARR by taking its literal BEST DAY in the year and multiplying it by 365. NONE of what these companies say can be trusted. They would be much more transparent if there numbers were actually good and didn’t need hiding and deception to trick investors.

[Grahm Thrush @GrahmThrush]

@clintoptions Yeah the entire market is relying on Open AI and Anthropic continuing to grow in order to pay future commitments. Once the market starts understanding what horrible companies they are, get ready for the SPY tumble about 20-30%

[Grahm Thrush @GrahmThrush]

@Mr_Derivatives Don’t try catching a falling knife boys. Avoid tech for the next couple of months while these companies reprice downwards…

[Grahm Thrush @GrahmThrush]

@narrowwayDS @StraitReport Seems accurate to me

[Grahm Thrush @GrahmThrush]

@Michaelalderyan Alphabet's equity raise in June 2026 marks its first major public equity offering since its 2004 IPO. These are interesting times for sure

[Grahm Thrush @GrahmThrush]

@aaditsh Half of the accounts and postings on this platform are blatantly bots. It’s terrible and reflects poorly on this company and way Musk has run it. This could honestly be an amazing platform if it was managed well…

[Grahm Thrush @GrahmThrush]

@chickengenius Needs to retrace another $50 - $100 until you should consider buying.

[Grahm Thrush @GrahmThrush]

@Pregory1 @bio_neural_ai @edzitron No it’s probably only worth about a tenth of its “valuation “

[Grahm Thrush @GrahmThrush]

@Ross__Hendricks @Stonefoxcapital The “it’s non-cash" argument against SBC doesn't hold up. It's economically the same as paying employees cash and having them buy shares from the company. Also, firms often spend billions on buybacks just to keep share counts flat, which turns the hidden cost into cash outlay.

[Grahm Thrush @GrahmThrush]

@EddyDantes618 @HormuzReport They’ve likely already struck a destroyer. Trump will not nuke Iran, that would be political suicidal..

[Grahm Thrush @GrahmThrush]

@TankussArt @milkkarten Yeah and his coins legit most think it’s going to become the next bitcoin or NVDA