Wait Capital

Vice-President in Charge of Research and Development at Wait Capital.

[Wait Capital @WaitCapital]

99% of companies in the developed world would sideline a CEO who had an affair with a customer or a supplier or an underling.

If he had an affair with a Chinese spy we wouldn’t hear from him for a few years during the rehab tour.

Because the guy is the face of AI somehow none of these rules apply.

[Wait Capital @WaitCapital]

@korygill It's a difficult market to predict because it's largely driven by narrative at this point (dot com-like, but much bigger numbers). My guess we are still chopping in this range we've been in for 5 months or more. At least that's how I play it.

[Wait Capital @WaitCapital]

Nasdaq bounces 1000 on an impossible to believe forecast from Coreweave and anyone short semis get murdered. No need to hedge anymore people, it's all fine until that ANT IPO is done.

Sort of like last Wednesday, right?

[Wait Capital @WaitCapital]

These guys at these funds, banks, and insiders would sacrifice their first born to make sure IPOs like ANT would come off successfully. I know these people, they care about the payday, that's it. "Everybody's doing it."

Bullish AI.

[Wait Capital @WaitCapital]

China Renaissance Upgrades $AAPL with a price target of $425

Send the asteroids now.

[Wait Capital @WaitCapital]

But you have to admit she looked like a really nice spy.

[Wait Capital @WaitCapital]

Extreme complacency returns after 1 down day, lol. Now we are back in full FOMO because of price action since AI narrative kind of busted for now.

[Wait Capital @WaitCapital]

Did we surrender to Iran again?

[Wait Capital @WaitCapital]

"inflation hawks" at the Fed doing a great job.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US M2 money supply jumped +$113 billion in August, to a record $23.41 trillion.

YoY, M2 grew +5.7%, its largest YoY increase since May 2022.

This also marks the 3rd consecutive month of accelerating growth.

So far in 2026, M2 has risen by an average of +$136 billion per month.

This is 89% above the average monthly growth of +$72 billion recorded throughout 2025.

US money creation is gaining momentum.

[StockCats @RealStockCats]

a perfect example of pure coincidence

[Wait Capital @WaitCapital]

/ES only up 200 from overnight low. We have these rallies during "financial crises" (which is another name for funds being too leveraged).

[Wait Capital @WaitCapital]

We have a cost of living problem, and an income inequality problem in the US (and elsewhere). So we elect these idealistic people who want to do some good. But more than anything it's the money printing. It's the Fed. Which nobody bothers to talk about or understand. @jamestalarico

[Wait Capital @WaitCapital]

Once you realize central banks run the world the whole political thing seems kind of ridiculous.

[Wait Capital @WaitCapital]

Oh no marxists have taken over. Buy stocks. Lol.

[Wait Capital @WaitCapital]

My guess is Warsh's Fed 1 small rate increase is it. Warsh will attempt to prolong the bubble using this "quiet not QE-QE" until the market is catastrophically high and after the bust in 2027 we will be back at 1%. Because we all agree that 0% was maybe a bit too low for all those years under the clown Yellen.

[Wait Capital @WaitCapital]

I'm as blue (or red) as I need to be. Trust me.

[Josh Wolfe @wolfejosh]

This is the best political commentary ever.

[Wait Capital @WaitCapital]

@Dallas_Korben_ Please, save our AI investments.

[Wait Capital @WaitCapital]

Who will think of the fallen hedge funds. Surely we should bail them out before things get worse?

[Wait Capital @WaitCapital]

TARP for semi companies.