MP Investments

All Tweets are my opinions for entertainment purposes only.
Not Financial Advice, always do your own due diligence and research before investing.

[MP Investments @MPInvestments1]

What stage of the market cycle are we at? Coming out of complacency and into anxiety IMO.

[MP Investments @MPInvestments1]

@Mariusz_Invest @2147mill Great idea, never thought about it like that

[Arkadian Strategic Metals Plc @ArkadianMetals]

We've just released the following announcement: Alba Mineral Resrcs. - Alba Completes Further Motzfeldt Acquisition

Check out the full announcement and join in with the conversation at: https://t.co/igInxEFaOJ

#ALBA

[MP Investments @MPInvestments1]

@Bankersbonus1 Lexus IS 300h, 2.5l petrol engine hybrid - £20 / year road tax (up from zero a year ago). Hard to justify newer cars when road tax is this cheap.

[MP Investments @MPInvestments1]

@mr_deepvalue Makes you wonder what risk the markets pricing in when it’s below CV lows…

[MP Investments @MPInvestments1]

@AllForProgress_ lol 😂 what nonsense is this?! Those prices are not today’s…

[MP Investments @MPInvestments1]

@glr_1990 I can access the app but can’t buy and sell

[MP Investments @MPInvestments1]

@IncomeSharks Doesn’t change the fact it’s entered stage 4 downtrend though does it?

[MP Investments @MPInvestments1]

@detector_trader #TCF had £95k placed across two delayed trades today. More than a nibble I’d say!

[MP Investments @MPInvestments1]

#TCF chart starting to look constructive. Some big very orders placed today (unusual for this illiquid stock) very high volume and above the 200dma for the first time in a while. Won’t be surprised to see a TR1 drop in the next day or so…

[MP Investments @MPInvestments1]

Great take - he’s right…

[George Noble @gnoble79]

I've been saying it for months: The AI hype will die.

And I'm watching it happen in real time.

Let me tell you something about market cycles after 45 years on Wall Strett:

When everyone believes the same story, when valuations price in perfection, when "this time is different" becomes consensus...

That's when the trade is OVER.

The Mag 7 spent $380 billion on AI infrastructure in 2025.

CFOs across America can't point to measurable returns.

No productivity gains. No labor savings. No revenue acceleration.

Just massive capex and promises of transformation "coming soon."

I've seen this play out before.

Dotcom 2000. Everyone knew the internet would change everything.

They were RIGHT about the technology.

They were WRONG about the timing and the valuations.

The companies that survived took 15 years to make new highs.

Here's what's happening now:

The Mag 7 has already started underperforming.

Since October 2025, the S&P 493 is outperforming the Magnificent 7.

Small caps are waking up.

The Russell 2000 is finally showing signs of life after years of underperformance.

This is the rotation I predicted.

And it's just getting started.

Why small caps now?

Because they're trading at decade-low valuations relative to Big Tech.

The P/E spread is 10+ points.

But earnings growth is only 5 points lower.

You're getting 95% of the growth at 50% of the valuation.

The Mag 7 is priced for AI transformation happening NOW.

But Goldman says measurable GDP impact doesn't start until 2027.

That's a 2-3 year gap between expectations and reality.

Markets don't wait politely when they realize they're wrong.

I ran the #1 mutual fund in the country at Fidelity and worked under Peter Lynch.

And I'm telling you: This is what a market top in a narrow leadership group looks like.

Not a crash. Not a crisis.

Just a slow realization that the future takes longer to arrive than the stock price assumed.

Meanwhile, small and mid-caps are trading like it's 2008.

Except we're not in a financial crisis.

We're in a market where everyone is crowded into seven stocks and ignoring 2,500 others.

That doesn't last.

The AI infrastructure build is real.

But infrastructure builders get paid first.

Productivity beneficiaries get paid later.

Much later.

And the market is finally starting to figure that out.

[MP Investments @MPInvestments1]

@glr_1990 Not if you’re of the opinion US markets are slowly rolling over.

[Samantha LaDuc @SamanthaLaDuc]

This feels like January 2020

#AI #Covid #Jobs

[Alejandro₿TC @Alejandro_XBT]

Real money is made when it feels impossible to buy.

$BTC <$16K.
$ETH <$600.

Hope you understand.

[Power Metal Resources @PowerMetRes]

ICYMI… Great write up from Simon Thompson of @IChronicle on Power Metal.

Well worth a read 👇
https://t.co/1LiMzoz6HE

🇬🇧 $POW 🇺🇸 $POWMF

[MP Investments @MPInvestments1]

Opportunity for #POW could be substantial into this year, as the article explains. Diversified and IMO very undervalued versus the sum of its parts. So many areas of investment that Minestarters didn’t even get a mention and that alone could be absolutely huge if it takes off.

[MP Investments @MPInvestments1]

https://t.co/AEAb8LRzZo

[MP Investments @MPInvestments1]

Power Metal Resources (AIM: POW)

[Power Metal Resources @PowerMetRes]

Great write up from Simon Thompson of @IChronicle on Power Metal.

Well worth a read 👇
https://t.co/1LiMzoz6HE

🇬🇧 $POW 🇺🇸 $POWMF

[MP Investments @MPInvestments1]

@MetaverseMatt @IncomeSharks @milesdeutscher Yeah exactly- you can’t compare traditional slow and steady gold to crypto, it’s not the same. That kind of move is insane, no debate needed.

[MP Investments @MPInvestments1]

@glr_1990 This is on my radar now that being said, one I’ll watch over the next couple of weeks.