Bill Corrigan

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 🧵

@EclassRacing @ArroyoBldstck Does anyone else find it ironic that a handle called “Save Horse Racing” is gushing over a practice (balls-to-the-wall 2YO timed 1/8th mile sprint) that destroys so many young horses and is one of the worst practices in the sport.

OMG! 😱 What kind of monster did those @ArroyoBldstck just let loose at OBS 😱 🦍 I’ve been hearing rumors of this gorilla Life Is Good colt for a while now, but that was just bonkers 😱 Didnt even look like he was trying and still a 9.4 bullet. 🚀 #BEAST

@ByMarkDaniels Another BB overdrafted player from a tiny school to prove how much of a genius he was.

Houston prevented Marte Mapu from hitting waivers by acquiring him in a late-round swap with the Patriots. Patriots now hold two fifth rounders and three sixth-round picks in 2027 masslive.com/patriots/2026/…

@piersmorgan @realDonaldTrump He has. Not sure how anyone can support this at this point. The Cabinet members should all resign, if they want to show any signs of future credibility in politics.

This is embarrassing, Delete it, President ⁦@realDonaldTrump⁩ - unless you want everyone to think you’ve lost your marbles.

@Ashton_1nvests META all day. Near monopoly whereas many of MSFT’s core businesses are getting more and more pressure from competitions and AI.

Would you rather start a DCA in $META or $MSFT right now?

@wise_wiree @HolySmokas He’s not selling. Clickbait title.

@HolySmokas Hey - the rule is to buy low and sell high. Looks like you forgot.

I just took a huge L Anyone who wants to be mean, please use the comment section 😜 $NKE

@HolySmokas What huge L? You said you’re holding NKE. You mean paper loss?

@DFine2002 @atrupar Cable has carte Blanche on what they can / cannot say. The fact that they usually don’t is just a choice of decorum. However, when your “Christian” president tweets this vile out on Easter Sunday, quoting it verbatim seems more than appropriate.

@atrupar How is CNN allowed to air uncensored profanity?

"Open the Fuckin’ Strait, you crazy bastards, or you’ll be living in Hell" -- Jake Tapper reads Trump's Truth Social post on air

@ericjackson What you are not saying is that CoPilot sucks and MSFT have not been able to create AI tools that end users want.

April 29 is the test. I am scoring the Q3 FY2026 call in real time. Five things to watch: specific Copilot revenue, Azure AI disclosed separately, GitHub leading the narrative, CEO-CFO alignment holding, and capex framing. Full breakdown in the piece. open.substack.com/pub/eventhoriz…

I analyzed 84 Microsoft earnings calls from Ballmer through Nadella. My system detected something the Street is missing. Satya's language is ahead of his numbers for the first time in a decade. Here is what the data shows:

@bennyjohnson They might have been chanting “Wuuuuuuuuuuuu” :-)

Massachusetts Governor Healey and Boston Mayor Wu mercilessly booed on Red Sox opening day at Fenway Park. That literally says it all.

@HolySmokas Take the tax loss to harvest for 2026 and put the proceeds to work; 50% of it into PANW shares and the other 50% in NVDA LEAPs.

What should I do?

@NotA_Bull Meta SoFi and Hood

Fellow investors, I have around $5,500. Which stock should I add more equity to?

@HolySmokas Oh and added another 1000 SOFI

@HolySmokas Bought a bunch of SCHG, MU, Meta, AAOI (and sold it), GOOGL LEAPs, LLY LEAPs and SMH.

You have 2 options. 1. buy great stocks when market is in correction/crash 2. don't buy stocks when market is in correction/crash What tickers did you buy this week?

@TradexWhisperer NVDA at 16x FPE is a joke. Same for google and meta. MU at 5x is ludicrous.

What's your single most bullish company right now, the one you'd buy regardless of war, and why? Let's collect some data from the crowd

@Jason Absolutely no coherent strategy that came out again in the “speech” last night. Next up - he will berate the Fed for not lowering rates as they react to the inflation that HE caused with this war.

That address seems to have helped

@amitisinvesting He’s all over the map… every day a different story. How many insiders are making billions today on his new speech? So much market manipulation.

TRUMP'S ADDRESS TO THE NATION TONIGHT ARE CAUSING FUTURES TO GO RED. 1. Trump said that the war is essentially over but that the US would continue a bombing campaign for 2 weeks. Market did not like that. 2. Trump said that if a deal is not reached in the next 2 weeks then the US will conduct strikes on energy infrastructure in Iran. Market did not like that. 3. Trump said that NATO countries are doing nothing to help and that if they want oil they should either buy it from the US or go to the Strait and take it themselves. Markets once again did not like that Trump is essentially downplaying the importance of the Strait being open by claiming that oil can easily be bought from the US. Overall, this was supposed to be a speech that confirmed to the markets that the war was coming to a near end. Although Trump said that, it was not implied given his other statements. Oil is now above $103. Gold and Silver are down. The S&P is losing 1% overnight. We did make a 3.75% move on the S&P, adding $2T+ to the stock market in the past 48 hours. It would not surprise me or should surprise anyone if we give some of that back, but the reason for why we are giving it back (more escalation in the war) is actually why we seem to be seeing the downside momentum overnight. This might just be low volume, this might easily flip green tomorrow as the market goes back to thinking the war will be over, or this might actually create a downslide that loses any momentum we achieved over the past 2 days because of the uncertainty that once again has been created due to the Strait being closed and the war potentially continuing to escalate. Markets now decide how they feel about this tomorrow.

@NESN Oh god, I feel very old now.

Twenty-eight years ago today, Pedro Martinez struck out 11 in his Red Sox debut 🤯

@Savageboston How about the idiot play by play guy who didn’t keep track of the count either? I guarantee you, Sean McDonough would not make that mistake.

The Red Sox and umpires are both so bad right now that they didn’t realize the batter had struck out and gave him extra pitches. Negligence on both parties. Little league shit

@Ashton_1nvests Yes.

Are you buying this dip… or waiting for lower?

@HolySmokas @1000xStocks Is this available for existing subscribers (to extend my time)?

We are LIVE folks!! 1 day only - get @1000xStocks !!! go.1000xstocks.com/fool26s-ytm

This Stock has insane long term potential. Buy EVERY share you can over next 45 days!