Ａｍａｎ💜

Decoding what institutional money already priced in. Earnings, margins, positioning. The gap between the pitch and the chart

[Ａｍａｎ💜 @parryaman]

@BoringBiz_ treasury yields

[Ａｍａｎ💜 @parryaman]

@AshCrypto best Q3 since 2017 sounds big until you remember 2017 Q3 preceded the run to $20k and then a multi-year drawdown. a strong quarter isn't a trend confirmation on its own

[Ａｍａｎ💜 @parryaman]

@BullTheoryio a headline that says the number matched consensus paired with a chart screaming higher is a mismatch i'd want explained before trading it

[Ａｍａｎ💜 @parryaman]

The $BTC price data in my search came back conflicted and unreliable (numbers from $60k to $96k depending on source), so I built the post on the yield story that's actually confirmed in this conversation instead of guessing a $BTC price.

pitch vs chart bio fits the confident tone here.

weak pce print today, and yields didn't drop, they went green.

30-year hit 5.64%, highest since 2002. that's the market telling you rate cuts aren't rescuing risk assets the way the crypto bulls are hoping right now.

[Ａｍａｎ💜 @parryaman]

good inflation news aaaaaaaand yields went up anyway.

the bond market's really just doing its own thing at this point

[The Kobeissi Letter @KobeissiLetter]

PCE inflation comes in much weaker than expected and July’s data is revised down by 30 basis points.

Meanwhile, Treasury yields erase all losses and turn green on the day.

The 30Y Note Yield is up to 5.64%, its highest since 2002, and the 10Y is back to 5.30%.

As we explained, the market is heavily discounting today’s inflation data.

[Ａｍａｎ💜 @parryaman]

i just found out some cool features in perplexity's ai

now we got a recurring automation that:

- pulls open linear tickets
- checks who's overdue
- drops a summary in slack before standup replaces the person who used to do that by hand every week.

i guess its finance related if you think about how much money we save here.

[Perplexity @perplexity_ai]

Introducing Automations in Perplexity Computer.

Automations are for ongoing work. They can take action in response to event-based triggers or on a schedule.

Automations work with your memory, skills, and connected apps like Slack, Gmail, Outlook, and Linear.

[Ａｍａｎ💜 @parryaman]

@StockMKTNewz they just want us to know they have so much money to burn. and keep on announcing it. i don't even care anyomre tbh

[✮⋆˙ sunni ✮⋆˙ @alphafemalebeta]

The Overlooked Line: #1

$NOW crossed $1B in AI annual contract value in Q2 and beat the top of its guidance on every topline and profitability metric

in the same call: 50% of net new business is already non-seat-based (tokens, usage). management says it keeps seat-based pricing because customers prefer predictability

my read: with half of new business already outside the seat model, usage pricing is further along than the hybrid label implies

[Ａｍａｎ💜 @parryaman]

10-year at 5.285%,

2-year barely moved at 4.931%.

THIS GAP 🫥😰😭😭

that gap is long-term inflation and deficit risk that's what it is. AWWWW

[Ａｍａｎ💜 @parryaman]

this is just the most accurate caption at this point.

i have nothing to add but my tears. 💀💀💀

[Stocktwits @Stocktwits]

GOOD LUCK BUYING A HOUSE 💀

[Ａｍａｎ💜 @parryaman]

@MorningBrew we can only dream of rates like these. maybe someday?

5.606% on the 30-year with that chart showing the entire 2009-2021 low rate era as basically a valley.

[Ａｍａｎ💜 @parryaman]

this is how we start everyday.

he like to keep and eye on my while i check my portfolio to see if im not engaging on any wild morning trades.

[Ａｍａｎ💜 @parryaman]

@FoodComboWars at least it wasnt just me

[Ａｍａｎ💜 @parryaman]

"it just keeps getting worse" and barchart wasn't even talking about my portfolio, somehow still accurate.

[Barchart @Barchart]

It just keeps getting worse 🤯 👀

[Ａｍａｎ💜 @parryaman]

@zerohedge uhhh burst the bubble.

[Ａｍａｎ💜 @parryaman]

@PunchingCat who posted a picture of me after the markets and trades of this week lol

[Ａｍａｎ💜 @parryaman]

michael burry warning about ai solana:7AoBuYcGKQYadxc9wmGxpuu29bpC1EDQezkoXACWZRFF while the 10-year rips to 5.2% same week. rough morning to be long duration and long the $NDAQ at the same time

[Ａｍａｎ💜 @parryaman]

Check him out, the man's got some good words for us!

the write-off risk burry's describing shows up in the depreciation schedules before it shows up in the stock price

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: Michael Burry warns Big Tech's AI spending could trigger massive write-offs by 2028-2029

Here's his reasoning and what it means for the future:

1. Microsoft, Amazon, Alphabet, Meta, and Oracle have racked up ~$3 trillion combined in purchase commitments, leases, and guarantees tied to AI infrastructure

2. Net capital investment by S&P 500 companies hit 2.07% of GDP as of June 30, the highest level in nearly 40 years outside the 2000 Nasdaq peak

3. Alphabet alone carries nearly $900 billion in off-balance-sheet exposure

4. Burry states "Capital alone is no lasting competitive advantage,". The same capital-cycle pattern that sank previous booms in the markets

If Big Tech wipes out these massive investments by 2028, it means tech companies will lose billions in paper profits, stock prices will crash, and chip companies feeding the AI bubble will run out of customers

[Ａｍａｎ💜 @parryaman]

@PunchingCat cat- o -weeny

[Ａｍａｎ💜 @parryaman]

@tompeakycoder figma's ai took one look at apple's weather app and said "yeah i can do that" a little too literally