Tom

Retired educator. Stocks & God. Loyola University business grad. Fitness buff, foodie, odd jobs, & hiking “There’s seldom a reason not to look inward.” 🧩

[GURGAVIN @gurgavin]

SPACEX SHORT SELLERS HAVE NOW MADE MORE THAN $10 BILLION DOLLARS IN PROFIT AS SPACEX CONTINUES TO MAKE NEW LOWS DAILY

$SPCX

[kpak @kpak82]

$MU (monthly) Parabolic+1900% one year rally without a single close below 5ema.

People who bought the top:
"I think we rotate back into semis next week, this selloff is overdone"

[Autism Capital 🧩 @AutismCapital]

Folks (guys and gals), don't be psyopped by this article. You don't have unlimited time. You need to be moving. Don't put off life. Don't look at Anne Hathaway getting pregnant at 43 and think "Oh, ok I'll be fine." It's a psyop. You'll have massive regret if you squander your youth with hedonism and selfish BS and then try to scramble to have a real life later. Don't be deceived by lies.

[cinesthetic. @TheCinesthetic]

THE HATEFUL EIGHT (2015) might be the coziest movie ever made about absolutely terrible people. A blizzard outside, a fireplace inside, and three hours of tension slowly poisoning every conversation in the room.

[First Squawk @FirstSquawk]

MICHAEL BURRY SAYS HE’S EXPECTING A PROLONGED MARKET-WIDE SELLOFF THAT’S WORSE THAN 2000

[Wall St Engine @wallstengine]

$IBM CEO says that at today’s costs it takes about $80B to build & fill a 1 GW AI data center, so the ~100 GW of announced capacity implies roughly $8T of capex & “no way you’re going to get a return on that,” since you’d need “about $800B of profit just to pay for the interest”

[StockMarket.News @_Investinq]

The IBM CEO is basically doing the math and saying it doesn't add up. Building and operating a 1-gigawatt AI data center costs about $80 billion.

Companies are planning roughly 100 GW of capacity, which is $8 trillion total.

The problem is you'd need $800 billion per year in profit just to pay the interest on that debt. That's more than any tech company makes, so the return looks impossible at today's economics.

He's highlighting a real issue that's easy to ignore when everyone's excited about AI.

These data centers have short lifespans (about 5 years before chips become obsolete), so you're basically rebuilding every half-decade.

On top of that, the monetization model still isn't proven.

Companies haven't figured out how to extract enough value from AI to justify $8 trillion in spending. The demand would need to be absolutely massive.

His math on the interest problem is solid but it's not the whole story.

If AI actually delivers major productivity gains across the economy, the returns could justify it eventually.

Some investors are modeling 12-18% returns on this stuff.

The real question is whether the business model will actually work, which is what makes his skepticism fair.

[First Squawk @FirstSquawk]

AMERICA’S DEBT CRISIS EXPLODES: MILLIONS NOW DROWNING IN CAR LOANS, MAXED-OUT CREDIT CARDS AND PERSONAL LOAN DEFAULTS AS FICO SOUNDS THE ALARM ON SOARING DELINQUENCIES

[Gold Telegraph ⚡ @GoldTelegraph_]

BREAKING NEWS

THE BANK OF ENGLAND GOVERNOR IS WARNING THAT RECENT TURMOIL IN U.S. PRIVATE CREDIT MARKETS HAS WORRYING ECHOES OF THE 2008 SUBPRIME CRISIS

Nothing to see here.

[unusual_whales @unusual_whales]

BREAKING: The governor of the Bank of England, Andrew Bailey, has said that recent events in US private credit markets have worrying echoes of the sub-prime mortgage crisis in 2008

[Autism Capital 🧩 @AutismCapital]

This is it. This is the winner. 🏆😂

[StockMarket.News @_Investinq]

Bloody hell:

The Buffett Indicator (US Total Market Cap / GDP) hits ~220%, meaning the stock market is valued at more than 2.17x the size of the US economy.

That’s way higher than the Dot Com bubble peak.

Buffett once warned: “If the ratio approaches 200%, as it did in 1999, you are playing with fire.”

[Autism Capital 🧩 @AutismCapital]

It’s been real, old friend.

[Tom @HopeInHim35]

@gabycaivoo Me

[Tom @HopeInHim35]

@zoeyriverass Zo

[Tom @HopeInHim35]

#NewProfilePic

[Adam Schefter @AdamSchefter]

The gift, from the Lurie family, is the largest single donation to U.S. academic medical centers focused on autism research across the lifespan.

[Tom @HopeInHim35]

@TradingThomas3 Exactly ���️

[Tom @HopeInHim35]

@JoyceyBabyy 2 stunners 🙏🏼

[JoyceyLujan @JoyceyBabyy]

Twins ❤️

https://t.co/gjruC8jVq3