Money Enjoyer

[Stew Peters @realstewpeters]

MIKE JOHNSON: “If we lose the midterms, the Dems will turn every committee of Congress into an investigative body. They will go after the president's family, the cabinet, his donors, and friends.”

This is actually the best case I’ve heard for voting Democrat.

[BULL OF BRITAIN @BULLOFBRITAIN]

I will translate this for you all

"Retail don't have enough money to be exit liquidity for us at the minute"

[Bull Theory @BullTheoryio]

🚨 AI MAY BE TRIGGERING THE THIRD WAVE OF INFLATION.

Even Tim Cook said this cost jump is something he hasn't seen in over 40 years in the business.

Tariffs can get negotiated. Oil prices can reverse when supply catches up. But this one doesn't work that way.

AI infrastructure spending isn't a price shock, it's a demand shock that's still in its early.

The five biggest hyperscalers are spending $741 billion this year, up 75% from last year, and most of that money hasn't even hit the ground yet.

That means the price pressure happening right now is just the opening phase, not the peak.

The mechanism is simple: AI needs memory chips. So does everything else.

Phones, consoles, cars, laptops all draw from the same limited chip supply, so when AI scales up its orders, it doesn't just raise AI costs, it raises the cost of nearly every electronic product on the market.

That's playing out in real time today.

Apple and Microsoft both announced price hikes on MacBooks, iPads, and Xbox consoles, the same day, citing the same memory shortage.

Nintendo and Sony already did the same thing weeks earlier.

This isn't an isolated company passing on costs, it's an entire hardware industry repricing around the same input shortage simultaneously.

The bet from the Fed is that AI eventually pays for itself through productivity gains that push inflation back down.

That bet might be right eventually. But UBS says that payoff is still years out, while the price increases are happening now.

Which means the Fed is being asked to hold rates steady or higher through a multi year stretch where the thing supposed to eventually fix inflation is actively making it worse in the meantime.

That's a much harder position for Warsh to defend than the temporary tariff and oil shocks the Fed has navigated so far.

[Financelot @FinanceLancelot]

Uh oh... CNBC just admitted AI demand is falling and that's why SpaceX, Anthropic and OpenAI are rushing to go public.

If CNBC is telling you this, the party is already over. 🚨

[Money Enjoyer @MoneyEnjoyer__]

@RpsAgainstTrump Don’t understand the communities they want to represent when it’s those exact communities that said “yes I want them to represent me” through their vote. Letitia has become out of touch with people and this is why she’s spouting this nonsense

[JustDario @DarioCpx]

With all due respect, but whoever claims that the traffic in the Strait of Hormuz is back to normal needs a eye check (and maybe a brain check too)

[bONGO🪻 @wariocolosseum]

lets not give them that money then

[QE Infinity @StealthQE4]

Buybacks were the juice that took the Mag 7 stocks to $4 trillion valuations.

Now with all of that buying disappearing as they increase their AI CAPEX, the tide is rolling out on their stock prices.

[mike ☭ 🇵🇸🔻 @__mike91]

now you know why governments around the world are trying to bring in digital id and social media bans.

[Ethan Levins 🇺🇸 @EthanLevins2]

They've chosen the next target

[jezz @JezziiB]

The World Cup fans falling in love with America aren’t in the places MAGA controls ... they’re in New York, LA, Seattle. Chicago, San Francisco, and Boston, the cities Republicans have spent a decade calling dangerous, godless hellholes that apparently the entire world wants to visit.

[Suzie rizzio @Suzierizzo1]

This looks like an abandoned theme park!

[𝓔𝓶 ♡ @emkenobi]

Aka his dumbass ruined it and now has to fix it without admitting any fault so he’s of course going to blame “the radical left”

[Rogue POTUS Staff @RoguePOTUSStaff]

The Reflecting Pool arrests by Park Police should terrify everyone. The federal government is fabricating accusations out of thin air simply to protect one man from his own embarrassing failure.

There is no sabotage. This is insane.

[Money Enjoyer @MoneyEnjoyer__]

@Xking332 Trump apologizing? Never gonna happen 😭

[Money Enjoyer @MoneyEnjoyer__]

@StealthQE4 I don’t want my tax dollars going to bailout this dumpster fire fuck that

[James Tate @JamesTate121]

That job needs to be audited to find how much money was stolen.

[Gary Marcus @GaryMarcus]

massive incentive for insiders to game the $spacex price. 🧐

[Roger @rdd147]

When Fitch comes out and directly says the Ai bubble in stock market is contributing to the now extreme K shaped consumer that’s destroying the US economy, it’s usually best to shut your mouth and listen.

The translation is, America is screwed and the higher markets go, the deeper and worse Great Depression to expect.

The last K shaped exuberant economy to fail was in the 1920s.

$soxx $dram $spcx

[NoLimit @NoLimitGains]

You do understand that the only reason SpaceX is going up is because almost nobody can sell just yet, right?