H. G. Wells Fargo

@SlumRNA_Dog I’ve listened to “This ain’t a scene” more times this year than the entire decade it came out

Hi 👋, millenial here, at the time most of us thought this shit was gay as hell, but a decade and a half into slopworld we feel nostalgic yearning for it, not unlike the Star Wars prequel.

@SantiagoAuFund Thunderstruck will never not rock youtube.com/watch?v=Af0P6X…

Top 3: Sweet Child O’ Mine She sells Sanctuary Baba O’ Riley

Shorting SpaceX into a Democratic congress might be the best trade of 2027

@antibearthesis No new fighting until Trump back from China

The stock market monday morning…

Jensen is going to meet with Xi and Trump in China. This entire move has been US-only. China is about to get a piece. Semiconductors are going up another 50% in the next 3 months.

@gabz_investor05 @CNBC What’s OpenAIs PE?

Bro forgot that Microsoft-s and Oracle-s of the world were above 100x P/E on weak earnings back then😅 Today they are almost under 20x for some of them FYI A bubble kn certain parts/sectors of this market? Maybe? Who knows right? But you ain't gonna convince me that $MSFT is getting split-in-half from 20x fwd P/E

Michael Burry says the market today feels like 'the last months of the 1999-2000 bubble' cnbc.com/2026/05/08/mic…

@rushicrypto Right? The Pentagon is going to spend $200B+/yr alone

The amount of people who haven’t connected the dots on what these data centers are going to be used for is kinda wild to me.

@buccocapital Every leadership team is planning a Q3 layoff right now.

Every company is realizing they’ve got once-in-a-generation air cover to fire their worst 30% of employees Many of these companies have been hoarding talent for a decade. They don’t need to anymore AND they have a free pass to unwind it You better believe they’re gonna do it

Trump hasn’t even started his pre-election pump yet.

@citrini The amount of pumping Trump and Bessent are about to do is going to be historic.

If you’re not a “go with the flow” type of person, I strongly believe the next 3-6 months may drive you insane.

@citrini Wait until we get a China peace deal pump. And then “China buying $100B of NVDA chips” pump.

$ANGI Wow. Cancelling forward guidance and announcing a complete pivot to AI. From their Q1 Shareholder letter:

@StonkChris Euphoric moves like this always, ALWAYS go on longer than you think. And then a bit more.

Remember…the market only tops the exact moment you’ve fully broken down mentally, after sitting in cash for a month watching a face-melting rally without you, and finally saying “fine, I’ll just buy here,” smashing the buy button…and instantly becoming the liquidity at the top.

@chamath Rogan with the double Zyn pockets

Just wrapped!

@ChrisCamillo What's your World Cup trade?

Unreal month. Everyone asking for the next trade. Still might be $AMZN

@HazelAppleyard $10 / Push-up is how we should implements UBI

$10 per push-up or $1 million?

@SamanthaLaDuc You need more greek letters for credibility.

And, we are going to SPX $7300 because the option market tells us so. Am I doing this right? 😉

@chamath Correct. Although not sure how much the equal weight should be rallying with the recent move in 10Y

Money is starting to flow downhill - a critical observation for the next few years. The Mags may make all the money but they are spending it faster than they can make it. Their free cash flows are cratering. Best to follow the money and see who’s getting it. In this case, it’s following the AI trade and, more specifically, the data center and power economies. Make money from capital light business models like ads and software, then redirect it to asset heavy, traditional infrastructure companies. A complete reversal from the last 20 years is underway.

David Allan Coe has passed away at the age of 86. According to multiple reports, he died around 5pm ET today (Wed, April 29) in the hospital. No official cause of death has been released at this time.

@GaryMarcus Polymarket has Elon at 43% vs. OpenAI. Oracle is not priced for this.

“If you want to know whether the AI bubble is bursting, there’s only one publicly traded company that will tell you: Oracle…” “Oracle has the lowest credit rating. It also has the greatest debt load, even before the infrastructure buildout came into play…” “OpenAI… is by far the biggest customer represented in Oracle’s remaining performance obligations (RPOs), which represent how much money Oracle is slated to earn from its existing contracts. Of the $553 billion in RPOs that Oracle reported in its most recent earnings release, more than $300 billion is OpenAI” And OpenAI is facing severe headwinds. “What happens to Oracle if OpenAI shits the bed? One possibility is that it sacrifices its software stock premium and gets priced like a utility, … and fades in significance … It’s not impossible that [Oracle] goes bankrupt” And of course it’s not impossible that Ellison’s buddy in the White House might make the rest of us bail it out. Must read piece by @mslopatto @verge lays out why Oracle is is overextended, and why it might augur the deflation of an AI bubble. theverge.com/ai-artificial-…