Husband to an amazing surgeon, dog dad to Cleo. Former McKinsey and Microsoft Product Guy
Boston, MA
Joined April 2009
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1.) The largest infrastructure buildout in corporate history is happening right now.
Amazon(@ajassy) , Microsoft (@satyanadella), Google, and Meta are on pace to spend $815B on AI infrastructure by 2027.
Most investors think this destroys margins.
They’re thinking about it completely wrong.
#AI #investing
Thread 🧵
These Fed governors are all idiots. The labor market is a house of cards, with many good-paying jobs being replaced by gig worker and lower paying service jobs. So the governors like Waller say “the job market is fine” while ignoring wages continue to go down (because of the loss of higher paying jobs). Meanwhile, even though he admits the inflation is largely caused by the high oil prices, he doesn’t say how them raising interest rates will cause that to go down. They are still working an antiquated playbook while ignoring much more accurate data sources.
finance.yahoo.com/economy/po…
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The old adage used to be: “Sell in May and Go Away”. For Chip and Memory stocks this summer, it has been more like “Sell in June and Avoid the Swoon”.
Since June 22 (85 days)
DRAM down 32.5%
SMH down 19.3%
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To paraphrase Rick Pitino, “Michael Jordan and Tiger Woods aren’t walking through that door anytime soon.”
BREAKING 🚨: Nike
$NKE will be removed from the S&P 100 later this month after plunging more than 78% since 2021, its largest drawdown in history 📉 📉
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Xynth
Xynth can now scan the stock market for you 24/7 !
Simply describe what you want monitored in plain English.
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RT + comment "Xynth" below to get access ↓
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The S&P 500 Forward P/E is 22.5. 🚨
The "bears" call it a bubble because it's way above the 30-year average of 16.5x. But they are using the wrong yardstick. 📏
The 1980/1990 index was a collection of "Smokestacks."
The 2025 index is a collection of "Software."
Look at the shift in the Top 5:
📍 1980: Exxon, IBM, AT&T, Standard Oil, Schlumberger (Energy/Industrials)
📍 2025: Nvidia, Apple, Microsoft, Amazon, Alphabet (Tech/AI)
You can't swap a 25% index weight in 10x P/E Oil companies for a 40% weight in 30x P/E Tech giants and expect the "average" to stay the same.
The S&P 500 hasn't just gotten more expensive—it’s upgraded its business model to 80% gross margins and recurring revenue.
Is it a bubble, or just a better asset class than it was 40 years ago? 📈
What say you, @ReformedBroker @ChrisCamillo @michaelbatnick @Stocktwits?
I report all these fake @Beth_Kindig accounts to X and then block them, but it is so tiring how many of them they are. They just keep using new accounts.
Adios amigos… finally out from this POS, selling my final 200 shares. It’s going to $150 soon, regardless of what bitcoin is going to do.
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