Rayno in the Clouds💨🤓

Just put in an order to buy one share each of $META and $AMZN at $99 each just for chuckles. Will hold forever. Will post updates here. #markets #techstocks @aschmitt @LaMonicaBuzz

@danielnewmanUV It has nothing to do with the multiples it has to do where the money is coming from.

1999 Internet bubble vs. 2026 AI revolution I will share these every day until these silly comparisons stop. 🙃

@andrewdfeldman @cerebras @Nasdaq Congrats my man! Follow our coverage on @futuriom

Today @cerebras went public. We are traded on the @Nasdaq. Our ticker CBRS. I could not be more proud:

Holy sketchy transactions

Wild AH action in $CSCO. Stock up 20%. Record revenue of $15.8 billion, up 12% year over year. Three new hyperscaler design wins. I guess @Cisco got the #AI infra strategy dialed in. Full blog post tomorrow.

How is #AI being applied to the #edge? The need for efficient AI inference is growing, driving demand for edge infrastructure. #techprimer sponsored by @ZededaEdge futuriom.com/articles/news/…

BREAKING NEWS 🔴🔥This goal has been voted as the best team goal ever

@EricJhonsa totally agree. When it looks like the World's Fair, run the other way.

Could be wrong, but much of the AI infra trade looks like it's at or near a short-term top. Massive call-buying, shorts capitulating, FOMO among PMs, random SMIDs blasting off after getting pumped online, all while a big macro risk is ignored...I've seen this movie before.

keep an eye on semiconductors here ... Hard for good things to happen this far from the 200 day moving average but it could of course be even better than 1999 so manage accordingly ht @Barchart @Marlin_Capital

Cloudflare lays off +1,100 employees. meanwhile, they have 640 job openings right now. tech job market is a scam.

I’m selling stuff on eBay to pay for eBay ebay.com/usr/ryan_5050

@Beth_Kindig Are going to keep celebrating in the greatest tech bubble in history? What happens when it ends? Can I check back in 3 years?

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Check out my latest piece on Forbes, where I discuss some of the announcements from Google Cloud Next '26 and how #chips are becoming key differentiators for the #hyperscalers and helping lift the valuations of Alphabet Inc. and Amazon. $GOOGL $AMZN forbes.com/sites/rscottra…

@chidiscourse23 @SaraEisen @sarthakgh @NYCMayor I don’t know. But I know that I’m more polite than you.

@rayno @SaraEisen @sarthakgh @NYCMayor "Ken Griffin employs thousands of people in NYC and is planning to build the tallest office tower on Park Ave., investing billions more and creating thousands more jobs."

Ken Griffin employs thousands of people in NYC and is planning to build the tallest office tower on Park Ave., investing billions more and creating thousands more jobs. (For that reason, he’s also here in NYC a lot, @NYCMayor) Meantime Miami is welcoming him and his firm, with the massive jobs, investment and tax revenue he’s bringing. Making him feel unwelcome and demonizing him seems risky. Ken left Chicago and moved Citadel hq to Miami a few years ago because of bad policy. (He also sold his penthouse there)

@chidiscourse23 @SaraEisen @sarthakgh @NYCMayor Yep she’s sad he’s leaving cause he “invests.” But he probably doesn’t give anything back. Fin bro jobs don’t really matter they are all multimillionaires and live anywhere.

@rayno @SaraEisen @sarthakgh @NYCMayor Did.....did you read anything she said?

Has Nike considered pivoting from shoes to AI datacenters?

The highest quality video of the moon was just released… this is so beautiful.

BREAKING: In a "Multiverse Ecosystem" expansion, @nvidia plans to buy several companies including @intel and @nokia. #techmergers $NOK $INTC $NVDA #AI futuriom.com/articles/news/…

@amitisinvesting You should probably be prepared for this to last a long time. We’re entering a secular bear market. Unfortunately many investors of this generation have no idea what that’s like.

pain.