Jimmy Loud

Research Journalist, Contrarian Investor, Amazon CXO $GME APE - Never Financial Advice

[BrainRul @brainrulax]

This guy bought a $400 Mac mini and walked into a coffee shop with $2,100 for installing an AI agent that never touches the internet.

I had to rewatch this because the pitch is almost too simple. He shows up, plugs in the Mac mini, installs a local AI agent running entirely through Ollama, done in under an hour. Zero cloud dependency, no API bills, no monthly charges bleeding the client dry. The coffee shop owner gets a private AI system that keeps working even if the WiFi dies, and he walks out with $2,100 for an install that takes less time than a long lunch.

The hardware cost him $400. One deployment and the machine's already paid for five times over. Then he locks in a monthly retainer for support, somewhere around $100-150, which means every client after the first is close to pure margin stacking on top of recurring revenue.

Most people hear "AI business" and think they need to build a SaaS platform or learn to code or raise funding from someone. This skips all of that and goes straight to walking into coffee shops with a Mac mini under one arm.

Not a company that scales to a billion dollars, obviously, but a solo operator clearing a few thousand a month from local installs while everyone else is still arguing about which LLM is best on Twitter.

[Barchart @Barchart]

BREAKING 🚨: SpaceX

$SPCX closes at its lowest price in history and has now lost nearly $1.6 Trillion in value since June's all-time high 📉 📉

[Rekt Fencer @rektfencer]

⚠️ WARNING

Every global crash starts with South Korea.

It sounds ridiculous.

Until you look at the history.

1997:
- The Korean won collapsed
- KOSPI crashed
- Foreign exchange reserves nearly ran out
- Then the Asian Financial Crisis spread across the world

2000:
- South Korean semiconductor stocks topped first
- Months later, Nasdaq dumped 78%
- The Dot Com Bubble popped

2008:
- Korean stocks started breaking down
- Just over a month later, Lehman Brothers collapsed
- The global financial system went with it

2021:
- Bill Hwang used extreme leverage through Archegos
- The fund exploded
- Global banks lost more than $10 billion
- Credit Suisse alone lost $5.5 billion

2022:
- Do Kwon launched LUNA and UST
- More than $40 billion vanished almost overnight
- Then came Three Arrows Capital, Celsius, and FTX

Now the warning is coming from KOSPI again.

Samsung and SK Hynix dominate the index.

More than $30 billion flowed into leveraged products tied to the two companies.

These products rebalance every day.

When prices rise, they buy more.

When prices fall, they are forced to sell.

The deeper the market falls, the more selling the products create.

KOSPI has already fallen 25% in just a month.

The leverage that created the boom is now creating the crash.

Forced selling is feeding more forced selling.

South Korea has warned the world before.

It's warning us again.

Pay attention.

[Trini in the City of Miami @High_Rise_Trini]

Balcony watching in Miami is undefeated😂

[Bull Theory @BullTheoryio]

BREAKING: 🇺🇸 The US House officially passed a bill banning Congress members from insider trading.

Details include:

1. Spouses and kids banned from buying individual stocks.

2. Public notice required before selling what they already own.

3. Penalties of at least $2,000 or 10% of the trade, plus paying back any gains
The president and administration officials are not covered

4. It now heads to the Senate, where it needs 60 votes to pass.

[Stocktwits @Stocktwits]

THE AMC APES ARE BACK

Over 427,000 Stocktwits users have AMC on their watchlist 👀

[Hedgeye @Hedgeye]

BREAKING: AMC Entertainment, $AMC, soars +24.4% after posting the best earnings in the company's 106-year history.

[Dexerto @Dexerto]

GameStop is now on Uber Eats so you can get games delivered to your door like a burrito

You can even order consoles, controllers, and collectibles

[0xNobler @CryptoNobler]

🚨 BREAKING: ABSOLUTE BLOODBATH!!

🇰🇷 OVER ₩300,000,000,000,000.00 HAS BEEN WIPED OUT FROM THE KOREAN STOCK MARKET RIGHT AFTER THE OPEN!

MEMORY CHIP MAKERS SAMSUNG AND SK HYNIX DUMPED 10-15% AMID EARLY SIGNS OF AI BUBBLE COLLAPSE.

THIS IS NOT LOOKING GOOD FOR THE MARKETS...

[Stocktwits @Stocktwits]

Every single time...

[Hedgeye @Hedgeye]

America is running out of places to gather:

Bars and clubs per capita have fallen over 60% since the late 1970s, and since 2001 a fifth of movie theaters have shut their doors.

Over the past two decades, the country has lost roughly 2,000 golf courses and 7,000 bars and nightclubs.

Catching live music now costs a pretty penny: top-tour concert tickets averaged $134 last year, up +42% from 2019.

So Americans stay in. Nearly 80% see friends and family less than three times a week.

Read that again.

America has traded their community for their couch.

[Jimmy Loud @xloudforeverx]

@ryancohen 💥

[Sawyer Merritt @SawyerMerritt]

The first Unsupervised @Tesla Model Y robotaxi rides in Miami have begun.

[Mario Nawfal @MarioNawfal]

those 2 Empire State Building climbers are awesome. Cool stunt!

Can't imagine that anyone is actually mad about this

Writer: Oliver

[Stocktwits @Stocktwits]

The Mag 7 became the Bag 7 this month

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Japanese Yen collapses to its weakest level versus the US Dollar since 1986.

[Bull Theory @BullTheoryio]

BREAKING: Gold is down -2% in the last 2 hours, falling below $3,950 and hitting a 34-week low.

Gold is now down -30% from its peak, wiping out over $12 trillion in market value.

[The Kobeissi Letter @KobeissiLetter]

Most people do not realize how many tech giants are already deep bear market territory.

Tech Stocks From Record Highs:

1. Coinbase, $COIN: -69%
2. Oracle, $ORCL: -57%
3. Salesforce, $CRM: -57%
4. ServiceNow, $NOW: -56%
5. Netflix, $NFLX: -48%
6. Palantir, $PLTR: -48%
7. Microsoft, $MSFT: -37%
8. Meta, $META: -32%
9. Arm Holdings, $ARM: -27%
10. Broadcom, $AVGO: -26%
11. Marvell Technology, $MRVL: -20%
12. Nvidia, $NVDA: -19%
13. Amazon, $AMZN: -19%
14. Alphabet, $GOOGL: -17%
15. CrowdStrike, $CRWD: -15%
16. Apple, $AAPL: -14%
17. Taiwan Semiconductor, $TSM: -12%

The S&P 500 won't tell you this.

[TrendSpider @TrendSpider]

Bulls have held $GME above double digits for over 5 years while management quietly built a $10 B war chest.

Time for this spring to finally unload?