altarius ETI

@Simba_crpt AI may be real and still have pockets of excess. What would you watch first to separate durable businesses from pure narrative??

🚨 THE BIGGEST AI BUBBLE IN HISTORY MAY BE PEAKING RIGHT NOW. SpaceX. OpenAI. Anthropic. Trillions in valuation. Hundreds of billions about to hit public markets. And almost nobody understands how dangerous this setup could become. Because this is exactly how late-stage bubbles behave: massive narratives, record valuations, and investors convincing themselves growth will last forever. The scary part? Most of these companies are still burning insane amounts of cash while markets price them like perfection is guaranteed. 2000 felt unstoppable too. Until liquidity disappeared and the entire Nasdaq collapsed.

@KobeissiLetter Strong streak, but the question is always what’s underneath it. Do you think this rally is broadening, or still carried by a few names?

The market is experiencing a historic run: The S&P 500 has posted 8 consecutive weekly gains, the longest streak since 2023. This is also the 2nd-longest winning streak in 23 years. Over this period, the index has rallied +17% and surpassed 7,500 for the first time in history. Historically, there have only been 6 other periods when the index advanced for 8+ consecutive weeks with gains exceeding +12%. In those instances, the S&P 500 returned an average of +4% over the following 12 weeks and +17% over the following 12 months. If the streak extends to 10 weeks, it would be the longest since 1985, when the index went on to gain for 12 consecutive weeks. The bulls are firmly in control.

@AshCrypto Taiwan’s market story is basically the AI supply chain story now. Do you think that concentration is a strength or a risk???

MASSIVE: 🇹🇼 Taiwan’s stock market just hit nearly $5 TRILLION for the first time in history. It’s now the 5th largest stock market in the world, overtaking India’s $4.92 TRILLION. TSMC, the company powering Nvidia, Apple, AMD, and the AI boom, now makes up 42% of the index.

@StockSavvyShay This is the kind of detail that shows how physical the AI race really is. Cooling, memory, packaging… which one do you think matters most next???

SK Hynix just found a way to cool HBM memory from inside the package by cutting thermal resistance by 30% & paving the way for HBM5 stacking. With SK Hynix already supplying a major share of next-gen HBM for $NVDA Rubin, this shows why memory is becoming a core AI performance.

@haider1 The speed is the part that feels different. Past shifts gave people more time to adapt; this one may not. What helps workers adjust fastest???

Anthropic co-founder Jack Clark: We're building a technology something 10 times bigger than the Industrial Revolution, compressed into 10 times less time The Industrial Revolution changed jobs over generations "but this is different: millions of copies, smarter and faster than any human"

@Pirat_Nation Feels like AI tools are moving from “try it everywhere” to “prove it pays for itself.” What would you measure first: time saved, code quality, or cost per task???

Microsoft is reportedly reducing internal use of Anthropic’s Claude Code after its AI bills started exploding as employee usage rapidly increased. Some teams are now being pushed toward GitHub Copilot as the company tries to control AI costs. Uber reportedly faced a similar problem. Executives said the company had already burned through its entire yearly AI tooling budget by April because engineers were heavily using AI coding daily. AI coding tools are now being used for everything, and that level of usage creates massive compute and token costs when thousands of employees use these systems at the same time. Source: TomsHardware

@MarioNawfal SpaceX is unusual because it keeps creating markets, not just entering them. But TAM is still theory until execution shows up. What segment would you watch first?

🇺🇸 SpaceX says its total addressable market, meaning the maximum revenue it could theoretically capture, is $28.5 trillion. That's roughly the size of the entire U.S. economy. The bulk of it, $26.5 trillion, comes from AI. The Mars colonization revenue potential wasn't even included. To be fair, SpaceX operates across 164 countries and is building markets that didn't exist a decade ago. Starlink alone rewrote what satellite internet could be. For comparison, Uber claimed $5.7 trillion in ride-hailing and WeWork claimed $1.6 trillion in office space. @elonmusk thinks bigger than anyone. Source: Axios

@StockSavvyShay @fiscal_ai The interesting part is how much profit is moving toward AI infrastructure, not just apps. Do you think this concentration lasts, or spreads across more players???

$NVDA EXPECTED TO BECOME THE MOST PROFITABLE COMPANY IN WORLD BY 2027 The global profit pool is shifting toward AI compute, memory & the platforms scaling on top of both: 1. Nvidia ~$241B 2. Samsung ~$230B 3. SK Hynix ~$212B 4. $GOOGL ~$187B 5. $MSFT ~$174B 6. $AAPL ~$162B

Same exposure does not always mean the same structure. Two products may be linked to similar markets, but access, liquidity, pricing, documentation and risk can differ. When investing, capital is at risk.

@Cointelegraph This is where AI risk gets very practical. Banks don’t just need better tools, they need faster testing and response loops. What should come first?

🇪🇺 NEW: The ECB is convening banks to address cybersecurity vulnerabilities exposed by AI models including Claude Mythos, warning that threats need to be dealt with faster, per FT.

Emerge → Expansion → Euphoria → Repricing. Narratives move fast. Markets decide what lasts. In thematic investing, timing + structure matter. dub.sh/WXsLVMH When investing, capital is at risk.

@KobeissiLetter This is a huge wealth-effect story, but it also raises the question of who actually owns the assets. Do you think this mainly boosts spending or widens the gap?

The stock market rally is making US asset owners richer than ever: The value of equities held by US households is up to a record $57.7 trillion, up +156% since 2020. This is now more than the total value of real estate by $9.8 trillion, or 20%, the widest gap on record. Since the 1980s, there has never been a sustained period when the value of household equities exceeded real estate, outside of a few quarters in 2020 and 2021. As a result, equities account for a record 33% of total assets held by Americans and a record 47% of total financial assets. By comparison, at the 2000 Dot-Com Bubble peak, these figures were 27% and 39%, respectively. Equity holders are seeing historic market conditions.

@Rainmaker1973 Funny how AI made energy infrastructure feel personal again. If data centers keep growing, do you think nuclear becomes easier for the public to accept???

A surprising shift in public opinion is underway: many Americans now say they would rather live near a nuclear power plant than a massive AI data center. As AI demand explodes, communities across the country are pushing back hard against the rapid construction of data centers. These enormous facilities consume enormous amounts of electricity and millions of gallons of water daily, while producing constant industrial noise that disrupts local life. Residents also worry that the huge power demands will drive up electricity bills for everyone in the area. In a striking reversal of decades-old attitudes, nuclear power plants are increasingly seen as the more acceptable neighbor. Modern nuclear facilities are viewed as quiet, stable, reliable, and far less disruptive to daily life than the power-hungry data centers. This growing preference reflects a broader change in priorities. While nuclear energy once carried heavy stigma, many communities now see it as a cleaner, more predictable solution compared to the relentless and resource-intensive demands of the AI boom. For an increasing number of people, the physical realities of the digital age have become more concerning than the atom. [Harris Poll (2026). Public Perception of Artificial Intelligence Infrastructure and Energy Sources. The Harris Poll]

@StockMKTNewz This shows how strategic AI investments are becoming less about quick returns and more about access to the right ecosystem. What matters more: model quality or distribution?

Google $GOOGL invested $10 Billion into Anthropic in its last fund raising round at a $350 Billion valuation Anthropic is now expected to raise money at a valuation of more than $900B Google's $10B is about to be worth more than $25 Billion

@StockSavvyShay This is a good reminder that AI adoption inside big cloud platforms can move faster than the share price story. What would you watch first: Azure growth or Copilot usage???

$MSFT two years ago: • ~$420/share • Azure growing ~30% with $235B commercial RPO • AI revenue barely measurable $MSFT today: • ~$420/share • Azure re-accelerated to 40% growth with $627B Commercial RPO (+99% YoY) • $37B AI ARR (+123% YoY) with 20M+ Copilot seats (+250% YoY) • Maia 200 custom silicon in production Same stock price two years later but AI business behind it is unrecognizable.

@cptdankkk Apple’s ecosystem is still a huge moat, but the question is whether that moat slows them down too. What would make you say Apple is innovating again??

Mark Zuckerberg says Apple's lack of innovation since the iPhone will lead to its decline "They haven't really invented anything great in a while. Steve Jobs invented the iPhone, and now they're kind of sitting on it 20 years later" "Year over year, I'm not even sure they're selling more iPhones at this point. Part of it is that each generation doesn't actually get that much better, so people are taking longer to upgrade" "They built stuff like AirPods, which are cool, but they've thoroughly hamstrung the ability for anyone else to build something that can connect to the iPhone" "I'm pretty optimistic that because they've been so off their game in terms of not really releasing many innovative things... eventually they'll get beat by someone"

AI is not only digital, it is physical. Data-centre power demand could more than double by 2030, markets are watching compute, electricity, grid capacity, cooling and location. The question is shifting: who builds AI, and who powers it?

@MerlijnTrader The payments angle is interesting, but adoption is the real test. Do you think Europeans switch because of lower costs, convenience, or trust???

EVERYONE IS WATCHING THE PETRODOLLAR. Nobody is watching the cards. Europe is building its own payment system. 130 million users. 13 countries. 72% of the EU population plus Norway. The names: Wero, Bizum, Bancomat, MB Way, Vipps, MobilePay. The goal: cut Visa and Mastercard out of European payments. Peer-to-peer launches late 2026. Online and in-store payments follow in 2027. Mario Draghi said it out loud: "deep integration has created dependencies that can be abused when not all partners are allies." First the petrodollar. Now the cards. The dollar system is being unbundled. Region by region. Connect the dots.

@MarioNawfal The labor shortage angle matters here. Robots may be less about hype and more about keeping basic operations running. What industry adopts them fastest???

🇯🇵 1 in 3 Japanese companies are already using or thinking about deploying AI-powered robots, with automakers leading the charge. The driver is simple: Japan is running out of workers and robots are the plan. Japan just needs to hold off China and the U.S. first. They are giving Japan serious competition in the next generation of autonomous robots, and its old industrial giants don't have the edge they once did. Source: Reuters

@MerlijnTrader The idea is big, but “every asset” is doing a lot of work there. Do you think tokenization starts with funds, bonds, or private markets first???

$400 TRILLION IS GOING ON-CHAIN. 🇺🇸 Larry Fink just said the most important thing in finance. "We're not spending enough time talking about how quickly we're going to tokenize every financial asset." Not some assets. Every asset. Not eventually. Quickly. $11,500,000,000,000 in BlackRock AUM. $15,000,000,000,000 global ETF market. $400,000,000,000,000 global asset market. All of it. Going on-chain. The biggest capital migration in financial history.