Tanmay Dalvi

STAY HUNGRY STAY FOOLISH.

[Jesse Cohen @JesseCohenInv]

This is the craziest period I remember in the stock market in my life.

[Insider Wire @InsiderWire]

#BREAKING: Americans report worsening finances and record-high housing unaffordability, the highest level in 25 years.

[naiive @naiivememe]

Mark Zuckerberg cutting more jobs to pay for AI rising costs caused by cutting jobs

[Mindset for Money @Mindset4Money_X]

SaaS investors celebrating being up 6% today after bleeding 40% over the last year:

[Morning Brew ☕️ @MorningBrew]

Bond yields greeting Kevin Warsh on his first day as Fed Chair

[The Economist @TheEconomist]

America’s biggest companies have gone from printing money to burning it. It does not take Poirot to work out what’s going on https://t.co/CJkbQNH4Jz

[Not Jerome Powell @alifarhat79]

Kevin Warsh realizing inflation’s gearing back up towards 5% while Trump picked him specifically to cut rates

[Polymarket Money @PolymarketMoney]

$NVDA CEO Jensen Huang says computing may need “1,000x more” energy than we currently have.

[Not Jerome Powell @alifarhat79]

Companies learning AI now costs more than the employee they just fired

[FT Economics @fteconomics]

Swap lines are geopolitical infrastructure https://t.co/M3cSJhiwqO

[Financial Times @FT]

Good morning, Asia. While you were sleeping, one of our most-read stories was about the US Treasury department’s $25bn auction and what it means for markets and the economy. https://t.co/qYzxgyFRJ8

[Tanmay Dalvi @High_stakes8]

If you've waited until halftime to make adjustments, you've already lost.

[Yahoo Finance @YahooFinance]

America's national debt is now larger than the entire economy https://t.co/cYgqcm9YHJ

[Kalshi @Kalshi]

JUST IN: Elon Musk arrives in California for opening statements in OpenAI lawsuit

60% chance he wins.

[Brew Markets @brewmarkets]

Just In: Nvidia hits a $5 trillion market cap.

[CNBC @CNBC]

20,000 job cuts at Meta, Microsoft raise concern that AI-driven labor crisis is here https://t.co/vtxkAah46F

[Tanmay Dalvi @High_stakes8]

Greate joke.

[Kalshi @Kalshi]

JUST IN: US to refund $166 billion in tariffs after Supreme Court ruling

[Tanmay Dalvi @High_stakes8]

All at once.

[Bloomberg @business]

Former Treasury Secretary Henry Paulson called on US authorities to prepare a back-up plan in order to avert a potential collapse in demand for Treasuries https://t.co/SljrcfTMjw

[Bloomberg TV @BloombergTV]

Former Treasury Secretary Hank Paulson called on US authorities to prepare a back-up plan to avert a potential collapse in demand for Treasuries.

Tune into Wall Street Week Fridays at 6pm ET https://t.co/7eVkiT8zVb