Murdock Wolfcastle III

[Murdock Wolfcastle III @MurdockWolf]

@beyond_broke

[CNBC @CNBC]

Michael Burry believes the AI bubble 'may burst' sooner than he first believed https://t.co/8XRC5tIPxF

[Bull Theory @BullTheoryio]

🚨 Michael Burry says AI companies are on track to outspend even the dot-com bubble.

He says overspending like this has marked the top of every major bubble over the past 40 years.

S&P 500 net investment hit 2.07% of GDP in Q2, the highest level in almost 40 years except the 2000 peak itself.

He expects that number to keep climbing, possibly passing the dot-com level entirely in the next few quarters.

In 2000, capital spending kept rising even after the Nasdaq topped out, and it took 15 years to fully recover.

In 2007, net investment peaked months before the S&P 500 itself topped out, right before the housing crash.

In the 2010s shale boom, energy stocks peaked in the middle of the drilling spending cycle, then collapsed.

Burry says the crash after 2000 left depreciation so large it dragged net investment negative for 12 straight quarters between 2003 and 2006.

That hangover helped wipe out Lehman Brothers, Bear Stearns, Washington Mutual, Countrywide, and AIG.

The top 5 hyperscalers now carry $3 trillion in combined purchase commitments, leases, and debt guarantees tied to AI data centers.

Their free cash flow is turning negative as borrowing accelerates to fund the buildout.

Every time investment has run this hot relative to the economy, it has ended in a crash.

[Bussin' With The Boys @BussinWTB]

This angle is bananas.

How can you not be romantic about college football? 🇺🇸

[Gritty @GrittyNHL]

no tucks given

[Spittin' Chiclets @spittinchiclets]

The Flyers came out for warmies rocking the Zegras tuck after he got penalized for it last game.

That’s how you back your guy. 🤝

[Murdock Wolfcastle III @MurdockWolf]

Hot take, but I’m going to say it… College Football is a better, more entertaining, and enjoyable product to watch currently.

[Murdock Wolfcastle III @MurdockWolf]

@beyond_broke

[Financelot @FinanceLancelot]

It isn't just Oracle $ORCL, it's the entire AI industry.

These "accounting tricks" are actually just fraud.

[Murdock Wolfcastle III @MurdockWolf]

@AdamSchefter The NFL blasts Bud Light adds all game long… do they think the kids leave the room for these commercials? This league is honestly getting hard to watch with all of the penalties, injuries, commercials, and hypocrisy.

[Murdock Wolfcastle III @MurdockWolf]

@beyond_broke Annnd BOOM goes the dynamite….!

[Murdock Wolfcastle III @MurdockWolf]

@WatcherGuru

[Murdock Wolfcastle III @MurdockWolf]

@FinanceLancelot 1000% … this guy is a problem.

[Murdock Wolfcastle III @MurdockWolf]

@WatcherGuru This seems very problematic…

[Murdock Wolfcastle III @MurdockWolf]

@beyond_broke

[Patrick Bet-David @patrickbetdavid]

It takes years to realize how much your parents sacrificed for you while barely making ends meet.

Don't wait until it's too late to tell them how grateful you are.

[Murdock Wolfcastle III @MurdockWolf]

@beyond_broke

[Murdock Wolfcastle III @MurdockWolf]

@SecScottBessent @jakepaul Doesn’t Jake Paul live in Puerto Rico… and isn’t his fiancée from the Netherlands… ??

[mickle @xrpmickle]

The dumbest people I know were bearish Tesla

The dumbest people I know were bearish Palantir

The dumbest people I know are bearish XRP

[Good Evening Crypto @AbsGEC]

America Has A Congress That Can’t Understand Crypto & Refuses To Create Rules.

America Has A Congress That Can’t Understand AI & Refuses To Create Rules.

The Two Most Important Industries Over The Next 20 Years Are Being Held Back By People Who Won’t Even Be Alive To Witness It.

We Need Age Limits & We Need Term Limits.

That Has NEVER Been More Clear. 🇺🇸