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Andrew Lokenauth
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Andrew Lokenauth
@FluentInFinance
I write https://t.co/mkgnr1CIZf, trusted by 100,000 to get smarter with money, investing, geopolitics & the economy. 20yrs in finance—Follow for daily posts.
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The only thing growing faster than AI right now is how much regular people absolutely hate it.
I've never seen public opinion turn this quickly.
48 data center projects worth $156 billion got blocked last year and 20 were canceled in the first quarter of this year.
Tech executives are getting booed during college graduation speeches. Someone threw a Molotov cocktail at Sam Altman's home.
In Missouri, voters ousted 4 city council members. The reason? They'd approved a $6 billion data center one week earlier.
Energy bills are rising because data centers drain power grids. Wells are running dry near server farms. People fear losing their jobs. The revolt is here.
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100,000+ tech workers have lost their jobs in 2026.
Microsoft. Meta. Amazon. Intel. PayPal. Oracle. Cisco. The names just keep coming.
The assembly line eliminated craftsmen, automation eliminated factory workers, and now AI is eliminating tech jobs. The pattern never changes.
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The first non-profit to IPO.
Kalshi Finance@Kalshi_Finance
BREAKING: OpenAI and Anthropic are projected to IPO this year, potentially joining SpaceX
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Gene editing is finally here.
And it's targeting the biggest killer in the world. Heart disease.
Eli Lilly $LLY just released data for a gene therapy called VERVE-102.
It completely changes how we treat high cholesterol.
Instead of taking a pill every day, you get one single IV infusion. The medicine travels directly to your liver. It permanently turns off the specific gene that causes high LDL cholesterol.
The early trial results are incredible. Patients experienced a massive 60% drop in their LDL cholesterol.
Think about what GLP-1 drugs did for obesity.
Five years ago, Ozempic was "just Phase 2 data." People said the side effects were unclear. The long-term outcomes were unknown.
Now it's a $50 billion/year drug that changed how we treat obesity.
GLP-1s rewrote obesity. VERVE-102 could rewrite heart disease.
Medicine is moving faster than most people realize.
Crémieux@cremieuxrecueil
Eli Lilly has done it. They've gone and made what seems to be a powerful, permanent gene therapy for LDL cholesterol. That means they'll be able to effectively prevent most heart disease with a single infusion!
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Here is the problem:
The median home costs $400,000 with 7% mortgage rates (the worst affordability in 40 years)
Rent in most cities is up 30-40% from pre-pandemic levels
U.S. credit card debt just hit $1.1 trillion (a record)
Groceries are up about 25% since 2020
unusual_whales@unusual_whales
BREAKING: Americans are feeling worse about the economy now than they were during the COVID-19 pandemic, the financial crisis, and following the 9/11 attacks, per YF
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POV: Trying to get a job in a time that’s literally worse than a period called “The Great Recession”.
unusual_whales@unusual_whales
Artificial intelligence is causing a net U.S. loss of 16,000 jobs per month, per Goldman Sachs.
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“A crash is coming.”
Andrew Ross Sorkin says a massive crash is inevitable. He’s one of the most credible financial journalists in the world.
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Stop calling it debt. It's a wealth transfer.
America doesn't have a debt crisis. It has a corruption crisis. And it's the biggest financial scam in history.
WAKE UP.
GOP Ls@GOP__Ls
🚨Trump is now single handedly responsible for 27.7% of the national debt. This is dramatically more than any President in American history.
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1 million seconds = 11 days
1 billion seconds = 31 years
1 trillion seconds = 31,700 years
The U.S. national debt grows by $1 trillion every 180 days.
While you were reading this post, it already grew by millions.
GOP Ls@GOP__Ls
🚨Trump is now single handedly responsible for 27.7% of the national debt. This is dramatically more than any President in American history.
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I'm convinced most of the national debt isn't really debt.
It's fraud. It's theft. And the American people are the ones getting robbed.
WAKE UP.
GOP Ls@GOP__Ls
🚨Trump is now single handedly responsible for 27.7% of the national debt. This is dramatically more than any President in American history.
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The biggest lie in corporate America:
Job security.
The layoffs at Meta tell you everything you need to know about how companies see their employers.
Employees were told to work from home, then layoff emails went out at 4am while they were all sleeping.
No phone call. No HR meeting. No human on the other end. Just an email.
Meanwhile, Meta made billions in profit last year.
And the employees who kept their jobs have tracking software on their computers to record everything they do to train the AI agents that will replace them too.
Amazon cut 27,000 jobs. Google cut 12,000. Microsoft cut 10,000. All while posting record profits.
Every major company will run this same playbook. And most people have no idea it’s even happening.
This is the new economy.
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POV: Your new job has no HR department.
Polymarket@Polymarket
JUST IN: Bolt CEO Ryan Breslow fired the company’s entire HR team because they were “creating problems that didn’t exist.”
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Data centers in Wisconsin have completely destroyed the water system
Acyn@Acyn
AOC: This is what drinking water in Georgia looks like after Meta began data center construction in the community.
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JUST IN: 43% of CEOs plan to cut junior roles in the next 2 years, per consulting firm Oliver Wyman.
Last year it was 17%. It doubled in 12 months.
The New York Fed tracked jobs for workers aged 22-27 earlier this year and concluded that the market "deteriorated noticeably."
Biggest cuts: tech, media, telecom.
The job market for Gen Z is the worst it's been since the pandemic.
The entry-level job is dying.
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Fed meeting minutes show majority of Fed officials signaling interest rate increases.
The bond market is also betting on hikes. And the bond market has been right more times than anyone wants to admit.
Home prices are up ~60% in 6 years. Inflation is back above 3%. Layoffs are rising every single week.
Higher rates + slowing growth + rising prices = the worst macro combo possible.
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Is anyone paying attention?
Bond yields just hit their highest levels in decades.
Not just in the US.
The UK. France. Japan.
All four at the same time.
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New grads looking at the job market
unusual_whales@unusual_whales
The resume is dying, as hiring shifts towards skills, portfolios and real work proof, per Forbes.
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This is actually insane
> $81.6 billion in revenue. Up 85% from a year ago.
> $43 billion in net profit in 90 days.
> $48.6 billion in free cash flow. That’s more than most countries produce in a year.
> Q2 guidance came in at $91 billion. Wall Street expected $86.8 billion.
Nvidia stock, $NVDA drops.
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JUST IN: Nvidia reports $81.6 Billion in revenue, beating expectations of $79.2 Billion.
And increasing its quarterly dividend from $0.01 to $0.25 a share.
Happy $NVDA earnings to all who celebrate.
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