nimber88

[The Market Ear @themarketear]

AI Hyperscaler Equities were 15% lower the last time spreads were this wide.
https://t.co/DhcotqJtyB

[Jonny Matthews | SuperMacro @super_macro]

US Equity Supply Is Back: Net Issuance Turns Positive After 20 Years

The 20-year shrinkage of US public equity supply is over. Net issuance: +$45bn in Q1, +$152bn in Q2, the largest quarter ever. Anthropic ($100bn), SB Energy ($50bn) and Inspire Brands ($20bn) are still to come. Supply will be a headwind for the S&P 500, or at the very least a tap on the brakes.

[zerohedge @zerohedge]

Q3 earnings highlights:

AI infrastructure stocks are expected to drive more than half of S&P 500 EPS growth in Q3.

Top 10 stocks will account for over two-thirds of aggregate S&P 500 EPS earnings growth

Just Micron and Nvidia account for more than 1/3 of index EPS growth: two semi companies will generate more earnings growth than the bottom 490 S&P stocks combined

S&P500 EPS growth expected at 27%, driven by AI, while median stock will grow EPS by just 9% in Q3, down from 14% in Q2

[Steve Rattner @SteveRattner]

Since 1830, technology has cut the American workweek from 69 hours to 38 while raising real income per person roughly 20-fold.

Properly managed, A.I. can do the same.

My @nytopinion Chart: https://t.co/3WCBRg3gMx

[The Market Ear @themarketear]

After a huge run higher, semiconductor earnings revisions are rolling over.
https://t.co/8D9m6cqGfE

[宝玉 @dotey]

Gergely Orosz 观察到的几个软件行业趋势：

1. IDE 的衰亡

像 VSCode 或者 IntelliJ 这样的 IDE 的使用频率越来越低了

2. 不再追求 Token 最大化

以前很多公司内部会有 Token 消耗的排行榜，看谁用的 Token 多，越多越光荣，现在不追求这个指标了。

3. 代码审查(Code reviews)名存实亡

现在 AI 生成的代码多到没办法审查了

4. 用开源模型可以大幅节约成本

现在开源模型的能力也不输商业模型了，不仅可以节约成本，还可以避免数据安全问题。

5. 中层管理正在大幅减少

6. 工作比以前更累了
本来以为有 AI 能帮我们干活，结果有了 AI 要干更多的活

7. 招优秀的人还是很难

除非是顶尖的 AI 实验室，招优秀的工程师还是很难。

[Joseph Wang @josephwang]

Market isn't just solidifying it expectation of a hike in September, it is now also pricing in a more aggressive hike cycle of almost 4 hikes. It was pricing 2 hikes just last week.

[The Cytadel @thecytadel]

Little doubt about inflation ....

[CME Group Interest Rates @Interest_Rates]

🇺🇸 #SOFR futures curve today vs. a week/month/quarter ago.

Nearly 100bp of tightening priced into SR3U7.

[Trade Whisperer @TradexWhisperer]

$MU $SKHY $DRAM Holy Shit

AI Agents are using 1400% more tokens today than February, 500% more than human.

Remember, this is inference token traffic. Every token lands in the KV cache which is a memory problem.

You still think supply will catch up?

[Jurrien Timmer @TimmerFidelity]

The chart below from last week’s report shows that we have reached peak earnings growth while valuations have been at an all-time high. What does this mean if anything? Let’s explore.

If we take the past century worth of earnings and valuation data, we get the following distributions. On the left is the 5-year EPS CAGR and on the right is the P/E ratio. As we can see below, the market is on the right tail for both the earnings cycle and valuations. It kind of looks ominous, or is it?

On the one hand we have two right tails, which might suggest a return to the middle or even the left tail. On the other hand, it makes sense that if earnings growth is on the right tail, that the market in its infinite wisdom prices that in through an elevated P/E multiple. That’s how the DCF math works.

[nimber88 @nimber88]

The website design is stunning @Min_Yijun13445 @da_yaling37287 @Juan_Haoran

[FundingPips @fundingpips]

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[FundingPips @fundingpips]

🔔 Community Update: 4 Festive Campaigns Are LIVE at FundingPips!

Hello FundingPips Community 👋

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•No evaluation
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•Instant trading access

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• Visit our Instagram or X (Twitter) giveaway post
• Follow the instructions on the post
• Final step must be completed via the FundingPips Dashboard

⚠️ Entries are only valid once the dashboard step is completed.

Over $12,000 in rewards across 46 countries was distributed to our traders during last instant accounts giveaway.

🎄 20% OFF FundingPips Evaluations

Code: FP
•Valid on all FundingPips accounts
•❌ Excludes: $100K 1-Step & $100K 2-Step

Bonus:
Accounts purchased with this code have the inactivity rule extended for 30 additional days.

🏆 $50,000 Cash Prize — FundingPips Legacy Campaign

⏳ Runs until: 19 January 2026
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Share your FundingPips story on social media to inspire the trading community.
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[ThiccTeddy @ThiccTeddy]

HOW TO USE THE WYCKOFF METHOD... FOR BEGINNERS🔥🔥

This is one of the most important market structure cycles in the world

🧵👇

[HedgeMind @HedgeMind]

$APP $FLUT $RDDT 👇🏼

The three stocks are just some of the best High-Conviction Buys among top hedge funds in Q4.

After each quarter of #13F filings, we crunched the data and identify stocks that hedge funds have acquired significant stakes with high-conviction.

https://t.co/fGfxd7sqA8

[The Long Investor @TheLongInvest]

$PLTR made a Net Profit of $77 Million last quarter

$55 Million of that Net Profit was from Interest.

$PLTR made $22 Million Net profit from Operations last quarter

This is not a typo.

They do not make money.

This is a bubble.

Their Market Cap is $236 Billion on $22 Million Net Profit from Operations.

[Elon Musk @elonmusk]

Deregulation and reducing government spending leads to prosperity

[Sonu Varghese @sonusvarghese]

S&P 500 is up 100% since 12/31/2019🙌

Across ...
1 global pandemic
2 bear markets
2 elections
Inflation @ 40 yr highs
Fed going from 0 to 5!

Breaking it down 👇
Multiples: +26%-pts (pp)
Dividends: +15 pp
Profits: +59 pp (margin growth +16 pp)

@CarsonResearch @RyanDetrick

[Bob Elliott @BobEUnlimited]

Many folks who have had their entire careers studying debt-driven cycles have been very confused by how this economy could remain strong while rates were so high and credit creation was so soft.

The reality is that this economy looks more akin to old-time expansions.