Melkamu

I came for the jokes, stayed for the existential dread

[Melkamu @melkyed]

@RosaGarcia_CDMX @RTNToronto @Grok what percentage of Canadians are fentanyl addicts?

[Melkamu @melkyed]

@MrBeast 1,000,000

[Melkamu @melkyed]

OpenAI just closed a historic $122 billion funding round. 💰 Their new valuation sits at a staggering $852 billion.

The AI arms race is no longer about building models.

It is about hoarding enough capital to control the future grid.

#OpenAI #TechNews #ArtificialIntelligence

[Melkamu @melkyed]

Oracle and Meta are quietly letting thousands of workers go. 📉

The tech industry is swapping human engineers for AI-led development.

The pivot to machine coding is harsh, fast, and completely reshaping the corporate ladder.

#Layoffs #BigTech #Meta #Oracle

[Melkamu @melkyed]

Ontario just changed the housing game.

Cutting development charges by up to 50% =

• More projects become viable
• Builders restart pipelines
• REITs accelerate development

Top TSX plays:
$CAR.UN $REI.UN $DRM $SRU.UN $RY

[Melkamu @melkyed]

🇨🇦 in 2026:

• TSX holding stronger than U.S.

• Banks under pressure but yielding 5%+

• Energy carrying the market

The biggest RISK 👀

🇨🇦 market still sensitive to:

•Interest rates

•Mortgage renewals-2026/2027 wave

[Polymarket @Polymarket]

BREAKING: U.S. officials & Wall Street analysts are now reportedly preparing for the possibility of $200 oil.

[Melkamu @melkyed]

Tokenized money is coming to Canada.

•Bank of Montreal launching tokenized cash platform.

•24/7 real-time settlements (no banking hours limits)
•Built on blockchain-style infrastructure

👉 Think of sending millions instantly like an e-transfer

#token #Blockchain #Canada #BMO

[Melkamu @melkyed]

$Money flowing IN to:

1. $Energy (clear #1 winner)
•Oil near $100+
•Sector up ~12% this month

2. $Utilities & Defensive stocks
•Steady gains while market drops

3. $Industrials / Materials (select strength)
•Some names and commodities outperforming

[Melkamu @melkyed]

Happening now 👉 a classic rotation

From:
•Growth (AI, tech, hype)

To:
•Real assets (energy)
•Safety (utilities)

[Melkamu @melkyed]

$Money flowing OUT of:

1. $Tech (biggest loser right now)
•Nasdaq in correction (-10%+)
•Software + AI stocks dropping hard

2. $Healthcare
•Worst month since 2009 (-9%)

3. $Consumer (especially lower income retail)
•Weak demand + rising costs

[Melkamu @melkyed]

AI is no longer experimental.
Banks and institutions are now deploying it at scale.
This is the real adoption phase.
#AI #Finance #Tech #FinTech

[The Food Professor @FoodProfessor]

BREAKING: Toronto approves city-run grocery stores

In a 21–3 vote, councillors backed Anthony Perruzza’s plan to launch 4 municipally run stores to offer cheaper food.

Big test for public retail.

[Melkamu @melkyed]

Big Tech and blue chips in 2026 so far:

$NVDA -10.2% 🔴
$AAPL -8.5% 🔴
$GOOGL -12.4% 🔴
$MSFT -26.2% 🔴
$AMZN -13.6% 🔴
$TSLA -19.5% 🔴
$META -20.4% 🔴

Winners standing out:

$XOM +42.1% 🟢
$ASML +21.7% 🟢
$JNJ +16.2% 🟢
$COST +14.1% 🟢
$WMT +10.3% 🟢

Rotation is real.

[Melkamu @melkyed]

TSX up 0.2% to 31,961 while Nasdaq bleeds into correction territory.

Energy & gold miners cushioning the blow 🛡️

AI sell-off deepens after Anthropic’s new model spooks cyber stocks. CrowdStrike down 6.5% pre-market.

$SHOP will probably outperform $NVDA this quarter.
Canadian e-commerce is the dark horse nobody’s watching.
#TSX #AI #StockMarket #Toronto #SHOP #NVDA

[Melkamu @melkyed]

Looking forward

[Melkamu @melkyed]

🚨 JUST DROPPED👇:
Ontario is seeding a $4 BILLION fund targeting AI, defence & manufacturing.

That's on top of Carney's $2B federal Sovereign AI compute fund.
#OntarioAI #CanadaAI #Investing #TSX #TechTwitter #BREAKİNGNEWS