Market Memory (@MarketMemory_1) - Twitter 프로필

Market Memory@MarketMemory_1·30m

$500 billion gone. $250 billion back. market closes slightly red off a record high. the S&P was at 7,566 mid-session. the indexes hit all-time highs yesterday. we live in a market that can lose half a trillion dollars before lunch and the headline by close is "stocks slip on geopolitical tensions." completely normal

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Bull Theory@BullTheoryio·5h

U.S STOCK MARKET TODAY S&P 500 dumped 0.61% immediately after market open and wiped out $500 billion in just 18 minutes. Then it recovered 0.21% in the next 25 minutes and added $250 billion to its market cap. It is currently up 0.20% from the day lows.

Bull Theory@BullTheoryio

🚨 BIG CRASH IN US STOCKS. Over $500 BILLION has been wiped out from the US stock market in just 20 minutes as markets started dumping immediately after open.

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Market Memory@MarketMemory_1·31m

America is spending more building AI infrastructure than building roads, airports, and mass transit combined data centers just outpaced all public transportation construction spending for the first time ever. politicians have been arguing about infrastructure bills for decades. big tech just built a different country underneath everyone's feet

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The Kobeissi Letter@KobeissiLetter·3h

BREAKING: US data center construction spending jumped +28% YoY in April, to a record annualized rate of $50.7 billion. At the same time, public spending on transportation came in at $49.9 billion. This means data center construction spending has outpaced government transportation spending for the first time in history. Since 2022, spending on data centers has surged by +357%. Over the same period, government spending on transportation has increased +16%. As a result, data centers now account for 2.3% of all US construction spending. The AI buildout is reshaping US infrastructure spending.

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Market Memory@MarketMemory_1·32m

@ToonHive the industry isn't losing money because the technology doesn't work. it's losing money because nobody's figured out how to charge enough for something everyone now thinks should be free

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ToonHive@ToonHive·2h

The AI industry has reportedly spent $1.4 TRILLION while generating just $613 BILLION in revenue, meaning it is still not profitable. According to isaiprofitable.com, Nvidia is the only major AI company currently operating at a profit.

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Market Memory@MarketMemory_1·33m

@BullTheoryio Michael Saylor didn't just build a company. he built a machine powered by belief. and belief is incredibly powerful right up until the moment it's tested.

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Bull Theory@BullTheoryio·39m

🚨 SOMETHING MIGHT HAVE BROKEN INSIDE MICHAEL SAYLOR’S BITCOIN MACHINE. $STRC was designed to stay near $100 forever. Strategy launched it in July 2025, raised $2.5 BILLION from investors, and used that money to buy more Bitcoin. In return, investors got an 11.5% yearly yield paid monthly in cash. The entire structure depended on one thing: keep the price near $100. If STRC dropped below $100, Strategy could raise the dividend to attract buyers back. That is why STRC stayed stable for months. Now the system is cracking and STRC just dropped to $94.84. But Why? Three things hit at the same time • Bitcoin dumped toward $67K • Strategy sold Bitcoin for the first time in 4 years • Investors are now questioning how sustainable the dividends really are The company sold 32 BTC worth $2.5 MILLION specifically to help fund STRC dividend payments. That may sound small. But it completely breaks the never sell Bitcoin narrative Saylor built for years. Markets are now pricing in the possibility that Strategy may eventually need to sell more BTC to support nearly $1.7 BILLION in yearly preferred dividend obligations. At the same time, Strategy refused to raise the STRC dividend above 11.5% for the fourth straight month even as competitors started offering higher yields. Strive is now offering 13% on a competing product. The entire trade now depends on one thing: Bitcoin going higher. Because if BTC keeps falling, pressure on the entire Strategy structure starts rising very fast.

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Market Memory@MarketMemory_1·35m

Gemini doubled from 400M to 900M monthly users in a year. everyone talks about model quality. almost nobody talks about distribution. Google already owns Android, Search, Gmail, Chrome, Maps, and YouTube. now imagine Gemini embedded across all of it. ChatGPT won the opening round. the distribution battle is just getting started.

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Polymarket Money@PolymarketMoney·4h

$GOOGL says Gemini now has 900M+ monthly active users, up 400M from a year ago while paid subscribers have reached 350M.

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Market Memory@MarketMemory_1·36m

translation: the bubble doesn't pop when people get scared. it pops when people try to get paid

Crypto Rover@cryptorover

🚨 RAY DALIO IS WARNING THAT AI STOCKS ARE STARTING TO LOOK LIKE 1999 AGAIN. The founder of Bridgewater said today’s AI boom is showing classic bubble behavior: • extreme valuations • aggressive speculation • huge debt-funded spending • and stock prices rising much faster than actual cash flow His biggest warning was this: “The pricking is the converting of wealth into money.” Meaning the moment investors start trying to cash out, the entire AI trade can collapse very fast. Dalio said this is exactly how every major technology bubble works. Companies are now spending enormous amounts of money just to avoid losing AI market share. That is the same thing internet companies did before the 2000 crash. Meanwhile the numbers are becoming extreme: • AI-related capex for 2026 is projected around $527 BILLION • AI startups raised $202 BILLION in 2025 alone • Nvidia and AI chipmakers became the most crowded trade on Wall Street • Big Tech companies are massively increasing debt and spending to build AI infrastructure • Credit risks on major AI companies have already started rising Even Nvidia CEO Jensen Huang recently promoted the “insane” returns investors made from betting on AI. Dalio is not saying AI is fake. He called it a “wonderful technology.” But the internet was also a real technology in 2000. The technology survived. Most of the stocks did not. The current AI boom is starting to look dangerously similar: • record optimism • massive leverage • runaway spending • and valuations pricing years of perfect growth in advance If AI profits fail to catch up with the spending, this market could face a massive valuation reset.

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Market Memory@MarketMemory_1·36m

@cryptorover Dalio's exact words: "the pricking is the converting of wealth into money." translation: the bubble doesn't pop when people get scared. it pops when people try to get paid paper gains are fine until someone actually tries to leave. then everyone tries to leave.

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Crypto Rover@cryptorover·1h

🚨 RAY DALIO IS WARNING THAT AI STOCKS ARE STARTING TO LOOK LIKE 1999 AGAIN. The founder of Bridgewater said today’s AI boom is showing classic bubble behavior: • extreme valuations • aggressive speculation • huge debt-funded spending • and stock prices rising much faster than actual cash flow His biggest warning was this: “The pricking is the converting of wealth into money.” Meaning the moment investors start trying to cash out, the entire AI trade can collapse very fast. Dalio said this is exactly how every major technology bubble works. Companies are now spending enormous amounts of money just to avoid losing AI market share. That is the same thing internet companies did before the 2000 crash. Meanwhile the numbers are becoming extreme: • AI-related capex for 2026 is projected around $527 BILLION • AI startups raised $202 BILLION in 2025 alone • Nvidia and AI chipmakers became the most crowded trade on Wall Street • Big Tech companies are massively increasing debt and spending to build AI infrastructure • Credit risks on major AI companies have already started rising Even Nvidia CEO Jensen Huang recently promoted the “insane” returns investors made from betting on AI. Dalio is not saying AI is fake. He called it a “wonderful technology.” But the internet was also a real technology in 2000. The technology survived. Most of the stocks did not. The current AI boom is starting to look dangerously similar: • record optimism • massive leverage • runaway spending • and valuations pricing years of perfect growth in advance If AI profits fail to catch up with the spending, this market could face a massive valuation reset.

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Market Memory@MarketMemory_1·39m

@woopsidid louder for the people in the back please

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Independent Tom@woopsidid·4h

@MarketMemory_1 Perfect. Goes to show where the economic power truly is: in America.

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CME Group@CMEGroup·5d

Oil and the U.S. dollar typically move in opposite directions. So why are these historically inverse assets moving together and what does it mean for FX, rates and commodities?

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Market Memory@MarketMemory_1·3h

honest take: will AI capex pay off for the companies spending billions?

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Market Memory@MarketMemory_1·1d

the AI race isn't being driven by certainty. it's being driven by the cost of being wrong. if AI becomes as important as its biggest believers think, underinvesting could be fatal. so everyone spends. not because they know they'll win. because they can't afford the possibility that someone else does.

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Boring_Business@BoringBiz_·1d

I don’t think we have ever seen a capital race of this scale before. We have multiple trillion dollar companies spending like the world will end tomorrow if they don’t win this race They don’t even know what the ROI might look like. They have no idea whether this is even a winner take all market, or not. They just know that they must spend. There is no alternative but to spend They will obliterate every last dollar of free cash flow. They will take on whatever amount of debt is needed. They will stop every last cent of stock buybacks and dilute their shareholders to oblivion It is all hands on deck to see who can build super intelligence the fastest. Cost discipline will get thrown out of the question. The amount of dollars that will flow around the economy just from these companies alone are mind boggling In the process, many new trillion dollar companies are being created. Many new millionaires minted. Many fortunes being exchanged Truly amazing to watch

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Market Memory@MarketMemory_1·1d

@QuiverQuant you and I would call that incredible investing. when a senator does it while sitting on committees that vote on AI and chip policy, there's a different word for it

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Quiver Quantitative@QuiverQuant·1d

BREAKING: We just caught another interesting trade. Senator Sheldon Whitehouse just filed sales of up to $500K of Nvidia stock, $NVDA Whitehouse first bought into Nvidia back in 2016. It has risen 27,184% since then.

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Market Memory@MarketMemory_1·1d

Goldman Sachs confirmed that $700 billion in AI investment during 2025 contributed basically zero to US GDP growth.

Pirat_Nation 🔴@Pirat_Nation

The AI Industry Has Reportedly Spent $1.4 Trillion and Still Isn’t Profitable A website called isaiprofitable.com is tracking the economics of the AI boom to determine if it is profitable, and the answer is no. As of May 2026, the AI industry has spent roughly $1.4 trillion on model development, data centers, chips, networking, and other AI infrastructure. Over the same period, it has generated about $613 billion in revenue. The biggest losses belong to the leading companies: - Amazon: -$291 billion - Google: -$262 billion - Microsoft: -$235 billion - Meta: -$227 billion - Oracle: -$39 billion - OpenAI: -$27 billion - Anthropic: -$26.5 billion - xAI: -$19.2 billion Only one company is profitable: Nvidia. According to the dashboard, Nvidia has generated an estimated $478 billion in AI revenue against $225 billion in AI-related spending, for a profit of roughly $253 billion. The figures are compiled from public filings, earnings reports, analyst estimates, leaks, and industry reporting. The site’s creator describes the project as a best-effort snapshot rather than a formal audit and updates the numbers monthly. The estimates also exclude indirect benefits from AI, such as improved search, advertising, and software sales.

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Market Memory@MarketMemory_1·1d

@Pirat_Nation Goldman Sachs confirmed that $700 billion in AI investment during 2025 contributed basically zero to US GDP growth. the entire thing is load-bearing on the assumption that revenue eventually catches up to spending. nobody actually knows if it does.

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Pirat_Nation 🔴@Pirat_Nation·1d

The AI Industry Has Reportedly Spent $1.4 Trillion and Still Isn’t Profitable A website called isaiprofitable.com is tracking the economics of the AI boom to determine if it is profitable, and the answer is no. As of May 2026, the AI industry has spent roughly $1.4 trillion on model development, data centers, chips, networking, and other AI infrastructure. Over the same period, it has generated about $613 billion in revenue. The biggest losses belong to the leading companies: - Amazon: -$291 billion - Google: -$262 billion - Microsoft: -$235 billion - Meta: -$227 billion - Oracle: -$39 billion - OpenAI: -$27 billion - Anthropic: -$26.5 billion - xAI: -$19.2 billion Only one company is profitable: Nvidia. According to the dashboard, Nvidia has generated an estimated $478 billion in AI revenue against $225 billion in AI-related spending, for a profit of roughly $253 billion. The figures are compiled from public filings, earnings reports, analyst estimates, leaks, and industry reporting. The site’s creator describes the project as a best-effort snapshot rather than a formal audit and updates the numbers monthly. The estimates also exclude indirect benefits from AI, such as improved search, advertising, and software sales.

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Market Memory@MarketMemory_1·1d

@AshCrypto the same institutions that were supposed to legitimize crypto and make it stable are the ones hitting sell. institutional adoption is a double-edged sword and people forgot

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Ash Crypto@AshCrypto·1d

$BTC drops below $67K, its lowest level in almost 2 months. $ETH drops below $1.9K, its lowest level in 3 months. $1.35 BILLION in long positions liquidated in the last 24 hours. All this while US stock market hits an another new all time high.

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Market Memory@MarketMemory_1·1d

@pubity analysts are already saying the combined capital demand will be so large it could disrupt capital markets. we're genuinely stress-testing the whole system here

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Pubity@pubity·1d

Anthropic has confidentially filed for a $1 trillion-plus initial public offering. This sets a three-way race with OpenAI and SpaceX for the biggest initial stock listing of all time.⁠

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Market Memory@MarketMemory_1·1d

@PolymarketMoney Codex hit 5M weekly users, 6x growth since February. legal and corporate finance plugins are next. they didn't come for developers. they came for everyone who thought their job was too complex to automate. turns out it wasn't.

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Polymarket Money@PolymarketMoney·1d

OpenAI is expanding Codex beyond software engineering with new plugins for banking, sales, internal workplace apps and document editing Codex now has 5M+ weekly users, with ~20% coming from non-developer roles as OpenAI plans legal and corporate finance tools next.

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Market Memory@MarketMemory_1·1d

@PolymarketMoney bro Google reported $62.6B in net income last quarter$36.9B of it was literally just "our SpaceX and Anthropic stakes went up"that's not a search engine company. that's a hedge fund that also has a search engine

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Polymarket Money@PolymarketMoney·1d

Google is now sitting on an estimated $275,000,000,000+ in unrealized gains from its investments in Anthropic and SpaceX.

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Market Memory@MarketMemory_1·1d

@BullTheoryio Hillary Super took over a brand everyone had already eulogized didn't chase trends. didn't do a rebrand. didn't hire a new creative director. just fixed the core product and let the math do the rest. that's it. that's the whole playbook.

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Bull Theory@BullTheoryio·1d

BREAKING: Victoria's Secret just posted its best quarter in years and the stock is up 47% today. Four years ago the company was on the verge of collapse. Its entire identity was built around fantasy driven marketing and supermodel runway shows, a formula that worked for decades but completely lost touch with what women actually wanted. Sales fell from $7.51 billion in 2020 to $6.18 billion in 2023. The annual fashion show was cancelled. The entire turnaround came down to one product, BRAS. CEO Hillary Super rebuilt the brand around new bra launches. When customers buy bras, they return faster and spend more across every other category. Q1 2026 revenue hit $1.56 billion, up 15% year over year. The company swung from a $2 million loss to a $48 million profit in 12 months. Full year revenue guidance raised from $6.85 billion to $7.13 billion. Wall Street had written this company off two years ago. Today it hit an all time high.