Static (This is the Generational Top in Equities)

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Static (This is the Generational Top in Equities)

Static (This is the Generational Top in Equities)

@Staticether

The contrarian’s contrarian. Do your own research, NFA. Welcome to the trade of a lifetime.

Katılım Ağustos 2025
78 Takip Edilen97 Takipçiler
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Static (This is the Generational Top in Equities)
Static (This is the Generational Top in Equities)@Staticether·
This is what a major long term topping formation looks like. Face-ripping final thrusts with no pullbacks at all, where the stuff down the most squeezes the hardest and the indices go green every day for weeks. Tech names up 20, 30, 40% in 12 trading days. These are the last gasps of a 15 year long bull market. Remember these moments because the next decade is going to be chop and pain. Within a week or two I’ll be short more.
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zerohedge
zerohedge@zerohedge·
OpenAI immediately goes on defensive *OPENAI SAY ITS BUSINESS IS 'FIRING ON ALL CYLINDERS' *OPENAI SAYS ENTERPRISE AND ADVERTISING BUSINESS ARE GROWING
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Static (This is the Generational Top in Equities)
Static (This is the Generational Top in Equities)@Staticether·
I think rates will be much lower in the coming years , but sub 2% in 18 months would really be wild. Seems like most of the macro crew keeps pounding the table on debasement trade keeping rates high, and they are missing entirely that AI is deflationary. With how reflexive markets are, the vibes are going to flip extremely fast once stocks and rates start to fall.
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Plus EV Analytics
Plus EV Analytics@PlusEVAnalytics·
A casino in NYC? And it has a monopoly? Forget 6/5, you're gonna see 4/5 blackjack
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Static (This is the Generational Top in Equities)
Static (This is the Generational Top in Equities)@Staticether·
@Cernovich Nothing
Static (This is the Generational Top in Equities)@Staticether

AI is already becoming the villain. When Amazon builds a warehouse in your town, it brings tons of new jobs and many people see a direct benefit with even faster package delivery. When a data center opens in your town, it creates fewer jobs. It’s loud, it pollutes your water, and it overwhelms the power grid. And all of that is to create some ai slop video for someone halfway across the world.

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Cernovich
Cernovich@Cernovich·
Data centers get huge tax breaks, they don’t create any long term jobs, and once built, print money for anti-American Big Tech companies and enable mass surveillance. What’s it in for the communities who see their power bills skyrocket?
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Static (This is the Generational Top in Equities)
Static (This is the Generational Top in Equities)@Staticether·
It has never been more important to create real value. If you have a real skillset that you use every day that is in high demand and can’t be replicated by ai, you are sitting on a goldmine for the next few decades. There are an unfathomable number of fake email human daycare office jobs out there that are going to get cut. And rightfully so because most of them are a joke anyways. Those who played the corporate politics game but did no real work are in trouble. Even if not directly impacted by AI, shareholders will demand reductions in staff and waste with AI taking the blame for it. It will be bad for the consumer and highly deflationary. But long term it will finally start clean out some of the bloat and excess in the system.
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Just Another Pod Guy
Just Another Pod Guy@TMTLongShort·
Smell that? It’s the fake email jobs going the way of the dodo. Slowly and then all at once. The first ten companies to do this will publish some crazy stat like “20% of employees do 99% of productive knowledge work” and next thing you know every public company CEO will be installing the same software to figure out who they can fire to pay for compute tokens. The only thing that will save the fake job economy is if Dems take power fast enough to make installing this kind of tech illegal under privacy laws. Wouldn’t bet on it. This is how you grow GDP > 10%. Slowly and then all at once.
Evan@StockMKTNewz

Mark Zuckerberg and Meta Platforms $META just sent a memo to employees saying Meta Platforms is installing a new tracking software on the computers of all employees in the United States 🇺🇸 so it can train its AI Meta said the tracking tool will run on a list of work-related apps and websites The tool will capture stuff like mouse movements, keystrokes and screenshots of what the employees are seeing on their screens - Reuters

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Static (This is the Generational Top in Equities)
Static (This is the Generational Top in Equities)@Staticether·
@DeItaone First it happens slowly, then all at once
Static (This is the Generational Top in Equities)@Staticether

AI is already becoming the villain. When Amazon builds a warehouse in your town, it brings tons of new jobs and many people see a direct benefit with even faster package delivery. When a data center opens in your town, it creates fewer jobs. It’s loud, it pollutes your water, and it overwhelms the power grid. And all of that is to create some ai slop video for someone halfway across the world.

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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
$META TO INSTALL TRACKING SOFTWARE ON U.S. EMPLOYEE COMPUTERS TO CAPTURE WORKFLOW DATA FOR AI TRAINING -INTERNAL MEMO META TRACKING TOOL TO CAPTURE MOUSE MOVEMENTS, KEYSTROKES AND SNAPSHOTS OF WHAT EMPLOYEES SEE ON THEIR SCREENS -INTERNAL MEMO
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Static (This is the Generational Top in Equities)
Static (This is the Generational Top in Equities)@Staticether·
Trump just told everyone he is selling a call (not literally) on equity markets. Admitting that anytime markets reach highs, that’s when he will do the ugly stuff that markets don’t like.
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
*TRUMP DEFENDS POWELL PROBE *TRUMP CRITICIZES FED BUILDING COSTS
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Static (This is the Generational Top in Equities)
Static (This is the Generational Top in Equities)@Staticether·
$aapl ‘s biggest strength right now is its insulation from AI. If new CEO starts to push for a pivot towards AI, especially if it’s capex heavy, the stock is a short.
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
S&P 500 TARGET RAISED ON AI MOMENTUM JPMorgan strategists led by Dubravko Lakos-Bujas lifted their year-end S&P 500 target to 7,600 (from 7,200), suggesting ~7% upside from Monday’s 7,109 close. The upgrade reflects strong tech and AI prospects, with early Q1 earnings beating expectations and offsetting geopolitical concerns. Optimism is also driven by Anthropic’s Mythos model, with 66% of AI-related stocks outperforming since its launch. A quick easing of Middle East tensions could push the index toward 8,000, though short-term volatility remains likely.
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Static (This is the Generational Top in Equities) retweetledi
pokey white
pokey white@pokeywhite·
@WOLF_Financial The suggestion that someone can find 10+ service businesses that are going to pay $30,000 per year to an "AI guy" that walked in off the street is one of the dumbest statements I've ever seen. Does anyone actually buy this crap?
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Brent
Brent@brent_e_trader·
@Staticether @ExtremeSki1020 They could own the stock outright, which would be the ideal situation. Or they have synthetic longs.
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Brent
Brent@brent_e_trader·
$CAR This was a well-executed short squeeze by Pentwater Capital. Between them and SRS Management, they have an economic interest through stock and total return swaps that exceed the total number of shares outstanding. The only thing to relieve the short squeeze is for AVIS to execute their ATM equity distribution if the hedge funds refuse to take profit.
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Brett Leeson
Brett Leeson@ExtremeSki1020·
@brent_e_trader The 39M+ doesn't impact share price because it mixes two very different things: Cash-settled total return swaps (~10.12M notional): These are derivatives, not shares. They have economic exposure via swaps with banks. The swaps pay cash based on CAR's price.
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Consensus Media
Consensus Media@ConsensusGurus·
*AVIS BUDGET GROUP $CAR (+23%) RUMORED TO BE IN TALKS WITH SPACEX / NASA FOR RENTAL CAR OPERATIONS ON THE MOON
Consensus Media tweet media
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Static (This is the Generational Top in Equities)
Static (This is the Generational Top in Equities)@Staticether·
The Straight of Hormuz piece was where things are headed….it’s entertainment now. I laughed at the nerve of them to try to claim their analyst in the straight predicted the opening and that only subscribers would’ve known (despite articles all over the place for a week prior stating that more ships were passing). They’ve now had to walk that back too. And let’s not forget the microcap pumping and dumping. End of the day he caught a bubble and leveraged it into a 7/8 fig sub service. That itself was an incredible trade.
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Rob Bezdjian
Rob Bezdjian@robbezdjian·
Taps the sign… in my opinion, this is the beginning of the end for Cintrini. If you’re dumb enough to follow their portfolios, at least be smart enough to reject any terms that try to gag you from sharing your actual returns. If it’s real, it should be shareable. Period. My view? If they’re actually sharp, they’ll hug SPY, sprinkle in a few coin-flip “tactical” trades, scream about the winners, and magically rebrand the losers as “hedges.” Same playbook, different logo. And if a few brave souls post real performance, which I doubt they’ll love, you’re going to see a gap between the story and the scoreboard. People who really got screwed? My opinion, Those that invested $5m in the SAFE, that’s a shit ton.
Rob Bezdjian tweet media
Rob Bezdjian@robbezdjian

My take: Cintrini raised $5m for a reason and it’s not to manage assets. It’s for marketing spend to get you to pay for their research or better yet, to show user numbers so that institutions will pay them to provide you ‘their research’. If they are successful you will see much more from them, if not they will disappear like “action alerts dot com” (Jim Cramer). It’s very hard and expensive to manufacture engagement. Pay attention to the above. You will see lots of engagement and collaborations (Micheal Burry) and more. If it was easy and cheap to pull this off everyone would do it. CNBC has a 30 year head start and can’t do it.

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