Andy Drellishak

@SpecialSitsNews Misleading

AI capex likely peaking soon... $nvda $amd $avgo Issuing via stocks and bonds getting more expensive And where will they get all the power and memory?

@DGretta_Author They have supplies till June

Roughly 80–90%+ of NVIDIA’s most advanced chips are made in Taiwan and Taiwan imports 99% of its energy. Do you think there will be a good outcome to this problem? 🤔

@Tazerface16 Nah

Worked in semiconductors for many years. Usage of helium for making computer chips is ubiquitous and required. We just blew up 30% of the world supply. No helium means no AI chips. No AI chips means no AI data centers. No data centers means no AI bubble. =Market crash.

@jimcramer Go back to sleep

Unlike the housing/mortgage crisis in 2007-8, there is a solution to the private credit situation: take the hit. The vast majority of companies are solvent so sell them, take some losses. Don't get Dead!

@MikeZaccardi Nah

Analysts expect hyperscaler capex spending growth to peak this quarter

@astridwilde1 Early but late?. So stupid these ai generated slop articles

how many times does it need to be said just own memory and don't look at equities for a couple years

@TheSwingTraderr Nah

$NVDA Semiconductors will lead the next leg down NVDA and the semiconductor sector are likely to drive the market lower. They’ve been the backbone of this rally and when leaders roll over, the market follows. Right now, semis look like some of the best short setups. Once they fully break down and trigger capitulation, that’s when the real buying opportunity shows up. Until then we wait.

@Benzinga Not so easy to copy Nvda

Amazon Chip Division Hit By Second Senior Exit In Months. $AMZN benzinga.com/markets/tech/2…

@jimcramer Love it keep it comming

Relentless give up.. Oil up, rates up, stocks down. A short-seller's paradise!!!

@Sean14978416 Wait so they were 6 months early on Rubin but now a couple weeks later release is worse? FUD

$NVDA full piece. Read thru for $MU / $SNDK.

@DeItaone Ya at 3:30 hedge fund shill

@SenWarren Are they a government company?

Netflix just got a $2.8 BILLION payout from Paramount for its failed Warner Bros. deal. Then Netflix turned around and raised prices on millions of customers.

@unusual_whales I don’t think Pocahontas has much pull with Trump

@financialjuice They may me bluffing

🔴 Mediators: Iran has not requested pause on energy-site strikes - WSJ

@unusual_whales Nah

BREAKING: "Iran hardliners ramp up calls for a nuclear bomb, sources say," per Reuters

@DeItaone Fake news

IRAN HASN'T REQUESTED PAUSE ON ENERGY-SITE STRIKES, MEDIATORS SAY -- WSJ

@SenWarren You are rich

That’s just my two cents.

@LimitlesCobz Nah

🚨 THE DOMINOES ARE FALLING. IN MONTHS, NOT YEARS. Here is the playbook for the rest of 2026. Screenshot this. Come back in December. Step 1 ⏳ Ceasefire announced in April. Strait of Hormuz opens. Trump declares victory. Headlines everywhere. Step 2 ⏳ "Talks continue." Markets rally. Everyone exhales. Step 3 ⏳ Sell in May. Smart money exits. Retail holds the bag. Step 4 ⏳ Re-escalation. Strait of Hormuz CLOSED again. Oil spikes past $120. Step 5 ⏳ Threat of nukes. Not a bluff this time. Carrier groups reposition. Step 6 ⏳ Market nukes. Circuit breakers triggered. $3,000,000,000,000+ wiped in a week. Step 7 ⏳ Ground invasion begins. Troops that "came home" go back. Casualties mount. Step 8 ⏳ China hints at Taiwan invasion while the US is buried in the Middle East. Step 9 ⏳ North Korea missile tests. Three fronts. One military. Step 10 ⏳ BTC drops below $50,000. Crypto winter 2.0. $900,000,000,000 in market cap GONE. Step 11 ⏳ Buy signal Q3/Q4. Blood in the streets. Generational entry. Step 12 ⏳ Printer goes BRRR. Emergency rate cuts. Fed capitulates. Step 13 ⏳ War ends. Not because of peace. Because of midterm elections. Step 14 ⏳ Bull market starts. The people who bought the blood become the next millionaires. The ceasefire is Step 1. Not the end. Everyone celebrating in April will be panicking by July. This is EXACTLY what happened in 2001, 2008, and 2020. THE SAME SEQUENCE IS PLAYING OUT RIGHT NOW. Bookmark this. Screenshot this. Come back in 90 days.

@Ben_Inskeep Yes, capital expenditures come out of profit.

If you live in the bright orange-shaded region, a portion of your electric bill will be going to pay for a massive transmission project being constructed to serve new data centers in Virginia. The cost of the project just more than doubled to $960 million.

@DeItaone Fear monger for hedge funds

🚨IRAN HARDLINERS RAMP UP CALLS FOR A NUCLEAR BOMB: RTRS