James Erving

Helping businesses leverage their financial data @fathomhq. Mostly tweet about investing.

[James Erving @jamesjerving]

@mountainwesttax It would be irresponsible not to be!

[James Erving @jamesjerving]

@ServoWealth @grok build the optimal portfolio allocation of equity ETFs to represent this strategy

[James Erving @jamesjerving]

@ServoWealth $AVUV has superior returns over both on all time frames.

[James Erving @jamesjerving]

@KurtSupeCPA I see these all the time but no one ever talks about how the interest gets paid.

[James Erving @jamesjerving]

@Invest_Brandon But at what risk?
If the market crashes, you get assigned, AND you have to sell stock below your strike price. Uh oh.
Cash secured means you never have to sell. That’s what makes it sustainable.

[James Erving @jamesjerving]

@tfanalytics1 Nice troll

[Aakash Gupta @aakashgupta]

The layoff wave tells two stories, not one.

Tech giants like Amazon, Meta, and Microsoft are cutting to fund GPU purchases. Their revenues are growing. Their stock prices are climbing. They're firing people to free up cash for compute. This isn't cost-cutting during a downturn. It's a forced reallocation from payroll to datacenter capacity. The math is brutal: every percentage point of headcount reduction funds another batch of H100s.

Meanwhile, UPS, Nestle, Ford, and Target are cutting for the opposite reason. They've already deployed AI tools that work. Customer service automation, supply chain optimization, generative design systems. The productivity gains are real and compounding. These companies don't need to buy massive GPU clusters. They're renting inference from hyperscalers and cutting headcount because the math finally works.

Both sides are feeding the same beast. Tech companies are buying the shovels. Everyone else is buying the gold those shovels dig up. Semiconductor companies sit in the middle, collecting rent from the entire value chain. TSMC, NVIDIA, and ASML are printing money while employment craters on both ends.

The timing matters. We're at 10% enterprise AI adoption, heading toward 50%. History says this phase moves fastest and generates the most wealth. But that wealth is concentrating in compute, not labor. The gap between market cap growth and wage growth has never been wider. This isn't a recession. It's a rebalancing. And most workers are on the wrong side of it.

[James Erving @jamesjerving]

@StockOptions888 $RIVN

[James Erving @jamesjerving]

@gregisenberg Can’t you literally just export from QBD and import to QBO to transfer?

[James Erving @jamesjerving]

@Budgetdog_ Isn’t this exactly what people would say at a cycle bottom?

[Fidelity Digital Assets @DigitalAssets]

We have seen #bitcoin supply on exchanges dropping due to public company purchases—something we anticipate accelerating in the near future. Here are some of the current trends unfolding: ⬇️ 🧵

[James Erving @jamesjerving]

@thepowerfulHRV In a tax advantaged account like a Roth IRA, it can provide income to fuel the portfolio when contributions are limited by salary cap etc.

[James Erving @jamesjerving]

@nikolatrevor @realDonaldTrump This is bad. There needs to be accountability for people like this. This guy clearly defrauded investors and the public. He’s no more innocent than Elizabeth Holmes.

[James Erving @jamesjerving]

@JoshMandell6 @JoshMandell6 Why no $IBIT calls, in size, instead?

[James Erving @jamesjerving]

@iamdenniswang @SelfMadeMastery It’s actually all brokerage account types if you have Robinhood Gold, which is $50 a yr.

[James Erving @jamesjerving]

So I’m out for lunch and I hear a guy loudly profess

“I’m up $200k on $XRP - I’ve been long for 8 years”.

He’s an electrician. Well done sir.

[James Erving @jamesjerving]

"Bitcoin" searches peaked March 9, 2024.

$BTC peaked on March 14 after it's move from $38.5k to $74k. Something to watch.

[James Erving @jamesjerving]

$SOFI 👀 you love to see it.

Use SOFI personally and love the product.

The stock has been beaten down but things are looking up.

[Jaan of EVwire.com ⚡ @TheEVuniverse]

@SawyerMerritt Is it just me or...

[Bravos Research @bravosresearch]

WARNING: Job openings are declining rapidly

Such sharp drops have only occurred 3 times since 2000:

- Dot Com bubble
- Financial Crisis
- Pandemic

All of them ended with a sharp economic downturn

The worst part: This is happening when the consumer has run out of excess savings

And is holding record levels of credit card debt