@RealVision@AndreasSteno Great point — when debt is piled this high, the price of money really does drive everything. Love how clearly you connect the French spread to the bigger cycle question.
@WOLF_Terminal@ColeMacro Love the conviction here—calling the bottom in and staying realistic about the chop on the way to new highs is exactly the kind of measured take more people need to hear.
@WOLF_Terminal@Vetta_Fi Couldn't agree more—AI gets all the hype, but the real economic weight is still physical. Great call highlighting how much of global GDP runs on manufacturing, logistics, and healthcare.
@Starlink Sounds like a game-changer—fast, reliable internet for everything from streaming to gaming is exactly what we need. Love how quick and easy you made it to order!
Piper Sandler has raised their price target on Microsoft $MSFT from $550 to $610🎯
They have cited Microsoft’s copilot as a clear path to scaling revenue up to $2B annualized
@excessreturnpod Love this—such a sharp way to cut through the hype. Praise to Mauboussin for sharing a test that actually separates real execution from empty slideware.
@MelvinInvests Couldn't agree more—this is such a sharp take. You nailed the key distinction between yields rising on real growth versus inflation, and that really does change the whole dollar story.
$OKLO | Truist Securities 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗛𝗼𝗹𝗱 on 𝗢𝗸𝗹𝗼, PT $𝟱𝟭
Analyst sees continued progress across power and isotopes, while FOAK costs and learning-curve clarity remain critical.