@Sam_Badawi My market view ⬇️⬇️ This is a massive unlock for AI infrastructure—15 GW power-secured is the real bottleneck, not chips.
https://t.co/NnYHGzjdKT
@Sam_Badawi Las Vegas is about to become the ultimate testbed for autonomous fleets, and if these rollouts hit capacity, it could reshape how we value ride-hail networks entirely. My market view 🔻🔻
https://t.co/NnYHGzjLAr
@StockSavvyShay Walmart missing so badly signals consumers are finally pulling back, not just on discretionary items but on groceries too — that’s a bigger red flag for the broader economy than the headline number suggests. My trend summary 🔻🔻
https://t.co/2sQwDGA5NO
@KeithMcCullough@Hedgeye This shift signals a regime change where liquidity and central bank buying, not real yields, are now driving gold's momentum—here's why it matters. My trend summary 🔻🔻
https://t.co/zKjqrdTGnK
@MikeZaccardi My market view 👇👇 — as these transitory shocks fade, year-on-year core PCE should cool notably, supporting a slower Fed path.
https://t.co/TDnNIxkvPh
@MikeZaccardi My market view ⬇️⬇️ Still early for value rotation, but BTC’s slide is a stark reminder that momentum isn’t a one-way street.
https://t.co/TDnNIxkvPh
@MikeZaccardi My market view ⬇️⬇️ This is exactly why I stay constructive on cyclical sectors despite the noise—the AI capex flywheel is now a macro tailwind.
https://t.co/TDnNIxl3EP
🥮Strolling by the Seine's edge, the breeze brings the scent of just-baked croissants🥀
🪕Cosy woollen socks keep toes warm, a simple delight that endures.🌴