Clark Kemp
276 posts
This is NOT good
S&P 500 vs M2: most overvalued since 2000 dot-com bubble
Reflection🪩@0xReflection
HISTORY IS ABOUT TO REPEAT In 1929, a statistician named Roger Babson stood in front of Wall Street and warned them the crash was coming. They laughed Bankers, traders, financial press - all of them. 49 days later, the crash hit. The same Wall Street that had laughed at him was suddenly broke. Babson wasn't lucky. He had identified a 5-stage pattern that appears before every major financial collapse Same 5 signals. Same sequence. Different decade. The pattern showed up before: 1929 1987 2000 2008 Every time, the people who ignored it lost everything. 2026 isn't different. 4 out of those 5 stages have already triggered.
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Clark Kemp retweetledi
The Mean Value Theorem
If 𝑓 is continuous on [𝑎, 𝑏] and differentiable on (𝑎, 𝑏), then there exists some 𝑐 with 𝑎 < 𝑐 < 𝑏 such that
𝑓′(𝑐) = [𝑓(𝑏) − 𝑓(𝑎)] / (𝑏 − 𝑎)
This means the instantaneous rate of change at 𝑐 equals the average rate of change of 𝑓 over [𝑎, 𝑏].
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On point with the G.O.A.T. Peter Lynch says… it is usually far more profitable during bull markets to focus on stocks that can continue compounding higher rather than constantly trying to predict the exact top.
Meanwhile Citron tried shorting $SNDK and Michael Burry tried shorting $NVDA while the underlying AI infrastructure cycle, memory demand, and hyperscaler CapEx trends continued accelerating far beyond what most bears expected.
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@ClarkKemp101 @FunOfInvesting Anywhere from 5-15%… still helps to create a floor and know there’s possibly a trillion waiting to buy
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Clark Kemp retweetledi
Tommy Robinson has a clear vision for a future of the UK and it's revolutionary!!! @TRobinsonNewEra
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Clark Kemp retweetledi
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Clark Kemp retweetledi
THIS JUST IN- Chud the Builder has successfully raised enough donations to pay 10% of his $1.25 million bond to be released from jail.
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Clark Kemp retweetledi
Clark Kemp retweetledi
all this for a hot dog?? brooklyn half marathon 2026 ✅
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Clark Kemp retweetledi
Coatue CIO of Public Investments Jaimin Rangwalla explains why the market is rewarding AI infrastructure suppliers
..and punishing the hyperscalers buying the shortage:
YTD Return:
Sellers ~107%
Buyers ~4%
"Amazon & Google are in an unusual camp"
Full list:
Sellers of Products in Shortage:
- Broadcom
- Coherent
- Marvell Technology
- GE Vernova
- Lumentum
- Samsung Electronics
- Micron Technology
- NVIDIA
- TSMC
- SK hynix
- Western Digital
- Seagate Technology
- SanDisk
Buyers of Products in Shortage:
- Amazon
- Google
- Meta Platforms
- Oracle
- Microsoft
@coatuemgmt
Molly O’Shea@MollySOShea
NEW: Exclusive Interview with Jaimin Rangwalla, Chief Investment Officer of Public Investments at Coatue In @coatuemgmt's Spring 2026 Investor Update, Jaimin walks through the unexpected winners of the AI cycle: memory, optical, CPUs, & the infrastructure layer quietly outperforming the Mag 7. We cover: - Why Coatue is "following the gigawatts" - Private companies breaking into the global top 25 pre-IPO (OpenAI, Anthropic, SpaceX) - Cash flow transferring from hyperscalers to AI infrastructure - The $12T funding engine behind the AI buildout - Sellers of shortage vs. buyers of shortage - The Token Economy - The CPU/GPU flip reshaping compute demand - Coatue's $6T+ AI market estimate - Agents launching agents / "1,000 analysts working 24/7" Read the full deck & watch the update replay below 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Jaimin Rangwalla, CIO of Public Investments at Coatue (00:56) Inside Coatue HQ (02:48) Investor Update Kickoff (04:36) Mapping the AI Stack (06:02) Why Supply Stays Tight (07:03) How Jaimin's Became CIO (10:43) Private Giants vs Mag 7 (12:40) Market Breadth and Reordering (15:24) Where AI Revenue Comes From (17:04) Tokens and Economy (19:43) Agents Change Everything (21:58) OpenClaw Explained (24:49) Memory Demand Explosion (27:12) Architecture Shifts Ahead (27:24) Agents Gain Memory (27:58) CPU Demand Surge (28:38) CPU GPU Ratio Flip (30:21) Key Chip Players (30:45) Intel Comeback Thesis (31:41) Semis Go Mainstream (33:24) Nvidia Mania and GTC (33:59) Tracking Data Center Buildouts (35:21) Jobs Lost and Created (37:30) Sellers Versus Buyers (40:54) Optical Breakouts (41:27) Bottlenecks Everywhere (44:48) Sentiment Versus Fundamentals (47:10) Handling Volatility (49:17) Finding New Leaders (51:18) Trillion Dollar IPOs (52:48) Risks and Disruptions (55:00) Coatue Growth Story (55:58) Staying Curious to Win
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Is this too much for Wembley hospitality?
Elsa@elsathora
Wembley here I come!🐯 Now I just need to book a plane, train, and hotel 😂
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@KrisPatel99 lol dude, maybe don’t go into equities because you will see S&P 8k in 4-5 weeks! None of the Middle East conflict effects EARNINGS! Companies have told you full year guidance is through the roof!!
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Market went up too fast... now he's emboldened.
A 5-10% drop is when he'll back down... The Iranians know this and the smart money has picked up on this...
Eric Daugherty@EricLDaugh
🚨 NOW: President Trump reveals he reads the FIRST SENTENCE of Iran’s proposal, then THROWS IT OUT if he doesn’t like it “Well, I've looked at it, and if I don't like the first sentence, I just throw it away.” 🔥 Q: What was the first sentence? TRUMP: “An unacceptable sentence. Because they are fully agreed, no nuclear, and if they have any nuclear of any form, I don't read the rest of it.” “20 years is enough, but the level of guarantee from them is, in other words, it's got to be a real 20 years, not a big one. They've got to get all the fuel out and no more production.” “You have to get everything, but we're not even talking about, I call it the nuclear dust, came up with the term, which seems to have caught on.” “They said that they can't remove it because they don't have the technology to remove it.”
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