FearIsAlpha

Long-term investor tracking global capital markets, energy, geopolitics & AI infrastructure. Daily market-moving news & capex insights. Not financial advice.”

[FearIsAlpha @fearisalpha]

@HolySmokas Jeremy i get you love Nike but their PE is still expensive for the growth they do, like meta/avgo/nvidia are much more attractive buys even netflix

[FearIsAlpha @fearisalpha]

*US JULY PCE PRICE INDEX RISES 0.2% M/M; EST. +0.1%
*US JULY PCE PRICE INDEX RISES 3.7% Y/Y; EST. +3.6%
*US JULY CORE PCE PRICE INDEX RISES 0.2% M/M; EST. +0.2%
*US JULY CORE PCE PRICE INDEX RISES 3.3% Y/Y; EST. +3.3%

[FearIsAlpha @fearisalpha]

BREAKING: July PPI Inflation falls to 4.7%, below expectations of 4.9%.

Core PPI Inflation fell to 4.2%, in-line with expectations of 4.2%.

Month-over-month PPI inflation was flat, at 0.0%, the first such reading since June 2025.

The odds of rate hikes are declining further

[FearIsAlpha @fearisalpha]

@Athert49366Paul @JeremyClarkson With your mindset you’re in the 100% category to not succeed, stop being a victim and grind to be the best you can be.

[FearIsAlpha @fearisalpha]

@amitisinvesting The guy must be losing his mind fr😂

[FearIsAlpha @fearisalpha]

*US JULY CONSUMER PRICES RISE 0.1% M/M; EST. +0.1%
*US JULY CONSUMER PRICES RISE 3.4% Y/Y; EST. +3.4%

*US JULY CORE CPI RISES 0.2% M/M; EST. +0.2%
*US JULY CORE CPI RISES 2.5% Y/Y; EST. +2.5%

[FearIsAlpha @fearisalpha]

@PaperGainsInc Congrats brother 🙌🏻

[FearIsAlpha @fearisalpha]

@amitisinvesting People that buy his Substack tho

[FearIsAlpha @fearisalpha]

@PaperGainsInc curious to know if you’re still holding the bag on Clesius and believe long term in the name?

[FearIsAlpha @fearisalpha]

@Julianpetroulas You still in $XPEV mate, just wanna know your thoughts on their delivery metrics this year and if your giving them more time to prove people wrong and turn profitable?

[FearIsAlpha @fearisalpha]

IRAN SAYS NEW HORMUZ ROUTE TO BE VALID FOR 2-4 MONTHS: IRNA

[FearIsAlpha @fearisalpha]

@Sheldonbnola @abt_schwarzer @YodaStockInvest They’re gonna have more explosive growth over the next 2/3 years, look at AMD on a 1 year & 2 year forward PE🙌🏻 looks cheap when it’s going to grow 45-55%.

[FearIsAlpha @fearisalpha]

@amitisinvesting I like this guy, Blue tie the new purple???

[FearIsAlpha @fearisalpha]

@amitisinvesting He’s a clown, going to ruin everything, i used to support alot of his policies but he’s going to wreck the economy doing this

[FearIsAlpha @fearisalpha]

@DeItaone Trump is such a clown now, he’s going to ruin his legacy i used to be a huge fan of his policies but I’m completely turning the other way now.

[FearIsAlpha @fearisalpha]

The official also said: "At the moment we have people right there in London ... They wait for us to tell them what to do," adding that Tehran could "easily make London unsafe" and that "we do not need a missile to target London. It's easier than that."

[FearIsAlpha @fearisalpha]

An Iranian official has told the telegraph - “don’t forget that our armed forces have influence and run the smuggling routes to Britain

[FearIsAlpha @fearisalpha]

@JensenHuang @nvidia 🐐

[FearIsAlpha @fearisalpha]

*TSMC TO RAISE CHIPMAKING PRICES BY UP TO 10% IN 2027

[FearIsAlpha @fearisalpha]

@Keir_Starmer Are you taking the piss, you have absolutely ruined it