JamieWere

[JamieWere @JamieWere]

Everyone's going all in on the OpenAI wave right now:

$ARM $NVDA $ORCL

[JamieWere @JamieWere]

Blackstone, Apollo, and KKR... all still green while everything else is down 3-5% already.

These guys are the ones holding the whole SPV scheme together.

For the selloff to really kick in, bonds need to bear steepen and these big private firms have to take a real hit... ot

[JamieWere @JamieWere]

Just opened my port ⛵️
Feels good to get things moving again ✨

[JamieWere @JamieWere]

Breaking: South Korea's stock market just hit pause after dropping 8.4% right at the opening bell. Wild start to the day.

[JamieWere @JamieWere]

Asked random folks which stock they'd choose.
Then we'd invest $1,000 in it.
What stock are you picking?

[JamieWere @JamieWere]

@Iga115868 @joerogan Doesn't surprise me. Following the smart money usually works out, even if it feels dirty.

[江珀宇 @Iga115868]

When you know, you know \n\n@sircalebhammer hopped on the @joerogan podcast and admitted he's got some cash riding with Pelosi \n\nAnd guess what? He's making gains! 💰

[JamieWere @JamieWere]

Rumor has it SpaceX is keeping Chinese and Hong Kong investors out of their IPO, according to Bloomberg.

[JamieWere @JamieWere]

@schung31037844 Love seeing the Dow flexing while tech takes a breather. Feels like the market's just rotating money around rather than actually panicking.

[JamieWere @JamieWere]

@samitakesphotos Market predictions are fun to toss around but a lot can change before that kind of valuation hits. Let's see how they perform the next few quarters first.

[sami @samitakesphotos]

Jensen Huang from Nvidia just called Marvell the next trillion-dollar company 🤯👀 Wouldn't hold your breath though 🚨

https://t.co/TYaKQiUcnU

[JamieWere @JamieWere]

@militantfireman Always mix these two up when skimming balance sheets. Thanks for the visual breakdown.

[JamieWere @JamieWere]

@EricYeu00584487 The accounting gymnastics here are wild. Real revenue or just moving money in circles?

[Eric Yeung @EricYeu00584487]

🚨 Heads up: the AI bubble might be popping soon

Microsoft dumped $13B into OpenAI.
OpenAI spent it right back on Azure.
And Microsoft claimed it as revenue.

Amazon and Google are pulling the same move with Anthropic, boosting fake profits from AI hype.

OpenAI burns $

[JamieWere @JamieWere]

US stocks ended the day mostly in the green 🟢🟢🟢🔴

Almost all green today 🔗

[JamieWere @JamieWere]

@nGjLE3UlvG55381 That prediction seems pretty wild, but I've heard similar bold calls before that never panned out. Curious to see if this time is different.

[な @nGjLE3UlvG55381]

According to Bank of America's Metals Desk, silver could reach $309 by the end of this year 🚨🚨 Holy cow, that's insane 🤯

[JamieWere @JamieWere]

🚨 BREAKING

🇯🇵 Japan just sold off ¥184.8 billion in foreign bonds, mostly from the U.S.

One of their biggest capital outflows in years...

This is looking really rough for global markets... 🔗