Steven Davidson

Father | Husband Owner of @DavidsonsAG_215 | Temple University Alumni 🦉| ✈️ |🏀 |🏌🏼‍♂️|🏋🏼|🎮

[Steven Davidson @SDJr2]

Old school hoopin! 🏀

[BrickCenter @BrickCenter_]

Wemby whispered something to Bismack Biyombo and Mason Plumlee as they checked in during garbage time...

They both immediately picked up DIRTY fouls on Jared McCain 🤔

[Spotify @Spotify]

ICEMAN COMETH

[Steven Davidson @SDJr2]

@barstoolspringb @barstoolsports @Cyates21 we need Parking Lot Lunches by the Parm Lord. This will create real content @tisinpanicker. 😂🤣

[The Clinical Trader @clincl_trader]

The market continues to value $META through a near-term margin lens while the company builds decade-long infrastructure.

While everyone obsesses over quarterly margins, $META is quietly building the most vertically integrated computing platform ever assembled. Layer by layer.

This isn't a margin story. It's a systems story. Full breakdown below 👇

[Steven Davidson @SDJr2]

Check out @clincl_trader page. Great insights and backed by research!

[The Clinical Trader @clincl_trader]

Everyone’s scared of “AI capex hurting margins.”

Meanwhile $AMZN $MSFT $GOOGL $META just announced record spending.

Hundreds of billions this year alone.

That’s not a slowdown.
That’s an industrial boom.

Concrete is being poured.
Data centers going up everywhere.
GPUs ordered from $NVDA $AMD
Tools from $ASML $LRCX $KLAC
Memory from $MU
Networking from $AVGO $ANET
Cooling and infrastructure from $SOLS
Power demand hitting $ETN $GEV $VRT

This isn’t “future AI hype.”

This is money moving through the economy right now. Then layer in rate cuts from the Federal Reserve System.

Record capex + cheaper capital.

Historically that combo doesn’t kill markets.
It fuels bull runs. Feels less like a top and more like early innings of the next leg up.

Liquidity wins. Follow the flows

[Steven Davidson @SDJr2]

@platinumtips__ 💵 💰

[Steven Davidson @SDJr2]

@Mrcryptoxwhale Done

[Steven Davidson @SDJr2]

@SpikeEskin Regardless he’s a mental head case. Baseball fundamentals completely out the door with that guy.

[Steven Davidson @SDJr2]

The bunt screwed the momentum up, pathetic. Don’t get me started with @bryceharper3 and @kschwarb12 … all of the regular season accolades don’t mean shit if you two don’t wake the fuck up!

[Crossing Broad @CrossingBroad]

Unfortunately it’s a Dead October After Phillies’ 9th Inning Comeback Effort Falls Agonizingly Short

https://t.co/kPpsH03ocQ

[Steven Davidson @SDJr2]

🤣😝🤣😝 #FrankWasRight

[Cincinnati Reds @Reds]

WHO IS GOING TO THE POSTSEASON?

[Steven Davidson @SDJr2]

@EliotShorrParks Wake up bud, way off.

[Steven Davidson @SDJr2]

Red October #phillies 🔔

[Philadelphia Phillies @Phillies]

Keep bringing the energy

[Luke Arcaini @ArcainiLuke]

With Jimmy Rollins going onto the Wall of Fame tonight, an excuse to post my favorite Scott Franzke call of all time.

[Steven Davidson @SDJr2]

@jaysonst Wheeler’s June dominance reminds me of the insane month Cliff Lee had for the #Phillies in June 2011!

[Steven Davidson @SDJr2]

💪🏼

[Crossing Broad @CrossingBroad]

Philly’s Sean Brady beats Leon Edwards in London! #UFCLondon

[Steven Davidson @SDJr2]

@BernieSanders Bernie, I think it’s time you hang up whatever you want to and retire!

[Steven Davidson @SDJr2]

@CaseyAdams4

[Dave Portnoy @stoolpresidente]

Let's go! @barstool_gruden

[Steven Davidson @SDJr2]

😂😂😂

[NautPoso 🇮🇪☘️ @NautPoso]

.@elonmusk and @VivekGRamaswamy will head the Department of Government Efficiency.

[Steven Davidson @SDJr2]

@bennyjohnson Are you surprised by this giant pile of 💩. Look at him tearing up, I’ve never seen anything more fake in my life. @valley025

[Steven Davidson @SDJr2]

@barstoolsports @PFFShow @ChevyTrucks Farve/Elway?