finmoov

Don't just stand there ! 🏌️ hit that Follow button ☝️ Investment doesn't have to be difficult.

[finmoov @fin_moov]

Bofa says : Past performance is not guide to future performance, but if it were, today's bear market should ends Oct 19th '22 with S&P500 at 3000, Nasdaq at 10000
#stockmarketcrash $SPX $DJ

[finmoov @fin_moov]

Step 1: keep pushing for dangerous AI ban
Step 2: release a better model call it dangerous
Step 3 : wait for government to ban it
Step 4 : go for IPO now that you have proved you are a hero , care about humanity , capable of AGI . $$$$$

[Polymarket Money @PolymarketMoney]

JUST IN: Anthropic has shut off access to its new AI model Mythos to "ensure compliance" with the U.S government.

[finmoov @fin_moov]

@robj3d3 We are not with LLMs ! Dario must have personally sit and reinforced for Strawberries, car wash and 100 other questions before releasing !
IPO coming soon

[finmoov @fin_moov]

@CathieDWood It was never about Job market :)

[finmoov @fin_moov]

@Polymarket Same company who steal and complain when others steal from them 😂

[finmoov @fin_moov]

@siddjain99 I guess you can add massage chair 🪑, standing desk , air purifier also 😂

[finmoov @fin_moov]

Available for rent soon
$ADBE $NOW

[finmoov @fin_moov]

Coming Up Today
12:15 GMT – US ADP Employment (May): Forecast at 75K vs. 109K prior. Watch US indices and USD crosses.
14:00 GMT – US ISM Services PMI & Factory Orders: Services seen at 53.0; factory orders expected up 2.7%. Watch US indices and USD crosses.

[finmoov @fin_moov]

If you are not sure which ai firm will be the best, go for distribution $AAPL $META $MSFT $SAP

[finmoov @fin_moov]

@Grummz Might be none :) days in a life as meta PMs still lives on 😝

[finmoov @fin_moov]

My take would be companies will start optimizing on Agents as right now , they focusing more on final result and hitting benchmarks rather than on Cost !
Also once all these data centers gets productive in 1-2 years will have nice stable chart.
AI is not going anywhere

[Hedgie @HedgieMarkets]

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.

My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.

This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.

Hedgie🤗

[finmoov @fin_moov]

@jeremybernier Damn ! whats your comment on All Girls Tiktokers making
"Days in life as Meta PMs" and still surviving these layoffs ? there are 100s of them

[finmoov @fin_moov]

$GE $MU $GOOG $TSM $META $MSFT

[finmoov @fin_moov]

At this point it looks like trump is not in control ! Someone else pulls the trigger in US and he is just a eye candy 🍭 😂

[finmoov @fin_moov]

@JimFergusonUK WW3 <> 2 ,3 countries fighting each other :)

[finmoov @fin_moov]

@DefiWimar Ok I follow you . But if market don’t drop I unfollow you :)

[finmoov @fin_moov]

Here are the latest top 10 largest holdings in JPMorgan Chase’s $1,700,000,000,000 13F portfolio:

1. 🇺🇸 Nvidia: $91.2B (5.46%)
2. 🇺🇸 Microsoft: $82.2B (4.93%)
3. 🇺🇸 Apple: $60.3B (3.61%)
4. 🇺🇸 Meta Platforms: $40.2B (2.41%)
5. 🇺🇸 Amazon: $40.1B (2.40%)

[Raju Borda @rajuborda]

Google AI Studio is next level with Gemini , Vibe coded this Stock betting APP in just 2 mins ! Single prompt. what do nerds think ?

[Connor Bates @ConnorJBates_]

BofA's contrarian sell signal got triggered

Since 2002, 16 sell signals have been followed by a median 2.7% decline in global stocks over two months, with a 63% hit rate.

Max drawdowns typically reach ~4% after one month, ~6% after two months, and ~9% after three months, while upside foregone stays below 2%.

h/t BofA

[finmoov @fin_moov]

Some strategists expect major equity benchmarks (e.g. in the U.S.) to perform well — supported by corporate earnings growth, corporate capex (especially in tech/AI), and a benign rate environment.

Source : Morgan Stanley

[finmoov @fin_moov]

Below are some brief updates for the markets and existing campaigns.

Global Growth Slows but Remains Positive

Moody's sees global real GDP growth around ~2.5% in 2026–2027, with emerging markets (ex-US/Europe) expanding closer to ~4%
$SPX $TSLA $GER

[finmoov @fin_moov]

Inflation — while easing from peak extremes — is expected to remain somewhat sticky in 2026. Some forecasts suggest central banks will cut or moderate interest rates.
Lower interest rates + still-resilient economies could support equities and business investment