scaiuolcher

@BlueDiamond2077 @FinanceLancelot

@FinanceLancelot They will protect the bond market. Allowing rates to jump sky high will crush the banks, and they will protect the banks. This is why $TLT is a good investment. The fed will keep buying as necessary, and when we do have a recession TLT will skyrocket.

The Federal Reserve is still buying T-Bills despite markets hitting new all-time-highs every week. Jerome Powell said he would only be making these purchases until April 15. Here we are one month later on May 9th and he's still printing. Their holdings of short duration T-Bills has hit an astounding $438 billion, dwarfing the 2020 crisis.

@FirstSquawk Dudes makes holders equity value goin from 4.12 b in ‘19 to 2.71 b in ‘25,gross profit in same period is like -50%. Chinese,south korea and turkey makers ate their lunch.

WHIRLPOOL’S CFO SAYS APPLIANCE DEMAND IS AT ITS WEAKEST SINCE THE 2008 FINANCIAL CRISIS — A SIGN CONSUMERS ARE PULLING BACK HARD ON BIG-TICKET SPENDING WHEN PEOPLE STOP BUYING WASHING MACHINES AND FRIDGES, FACTORIES NEED LESS CARDBOARD, SHIPPING SLOWS, AND ECONOMIC PRESSURE STARTS SPREADING ACROSS INDUSTRIES

@DudeWhoInvests Look at the volume sir from start of roundhill memory etf.The seller side gas disappeared and it seems like in the last days of this week,buyers need less cash for knockdown seller side..imo everybody inside fear the miss of other non realized gains (sorry for bad english sir)

How do SanDisk $SNDK & Micron $MU just keep rising. ASTONISHED daily by both of these names. Absolutely insane in every sense of the word.

@edzitron pls give a look to $MU statement between q1 and q2 26.How can the revenue improve by 10 b usd and receivable increase of 7 b usd,without increase in the expanses and turnover inventory? This guys are inflating the invoices before the real sale happen?

@edzitron wtf! Did u look this guys at $MU wtf are doing in their balance sheet between Q1 and Q2 26? Revenue +10 b ,expanses flat,but receivable + 7b without any increase in turnover inventory.

@808_38hz @BoringBiz_ Thank u very much sir,have a nice day

@scairunner @BoringBiz_ That’s tricky, but not impossible, there are some legal ways to use 401k funds for a home purchase I believe.

Here is Jon Gray, COO of Blackstone, on the two reasons why he is so bullish on the real estate market right now One, supply of new properties coming to market has been cut meaningfully since their peaks during 2021 Two, cost of capital, including base rates and spreads are starting to come down The public REIT market has underperformed the S&P 500 for the last 9 out of the 10 years. It outperformed the S&P 500 in the 6 out of 7 years before that Jon Gray thinks this is likely to reverse again moving forward

@808_38hz @BoringBiz_ Is allowed in Us have a mortgage with 401k or shares in stocks as a collateral? Value investor from Italy sir,i hope my question doesn’t seem too dumb

@scairunner @BoringBiz_ This is 30yr fixed national average mortgage in the US. It is a decent proxy for the cost of borrowing on residential property across the US. Recent reductions have partially been related to tightening mortgage spreads vs Treasuries

@808_38hz @BoringBiz_ This is the long term rate on mortgage sir ?

@BoringBiz_ Yeah, not really Jon.

@bearlyai Net Profit? Zero. All based on media manipulation.

Lip-Bu Tan increased Intel’s market cap by 6x to $626B since becoming CEO in March 2025 boosted by series of deals: ▫️August 2025: US government takes 10% stake for $9B (and SoftBank invests $2B) ▫️September 2025: Nvidia invests $5B (plan for chip co-development) ▫️ April 2026: $14.2B buyback of 49% stake in Ireland Fab 34 from Apollo (fully owns foundry) and joins Elon’s Terafab project ▫️May 2026: Apple agrees to have Intel manufacture chips for devices

@RealJimChanos Who needs math when you have press releases?

@HedgieMarkets How will we tell how it happened to our grandchildren

🦔Residents living near AI data centers are reporting constant low-frequency hum measured as infrasound, sound below the human hearing threshold that causes dizziness, nausea, vertigo, and sleep disruption. The noise comes from cooling systems and onsite gas turbines hyperscalers are building behind-the-meter to bypass slow grid interconnects. Local zoning rules do not regulate infrasound because traditional noise ordinances only measure decibels in the audible range, leaving residents with no legal recourse. The video below captures what households near these facilities are living with around the clock. My Take The infrasound problem does not exist in the regulations because the technology producing it at scale did not exist when the rules were written, and developers know exactly which rural jurisdictions lack the framework to push back. Households who bought before the data center was announced get to choose between selling at a loss or living with symptoms that did not exist a year ago, and that cost is being externalized onto people who never agreed to host critical infrastructure for the AI buildout. Hedgie🤗

@PAstynome They are indices with export-oriented stocks and a technology component. In the semico supply chain and data center connectivity, the narrative that fuels the ai bubble, raises the quotations of these companies in Asian markets. Or was etf roundhill memory created by chance?

The Japanese and Korean stock markets are hitting record highs. It’s almost like an oil crisis doesn’t even exist even though those two are the most exposed to Hormuz. What am I missing here?

@Ross__Hendricks Can we do it only for the Cash flow from operations to understand even without capex, how much the profits are inflated by non-monetary flows and other items?

Hyperscalers spending $650B in computing capex, OFC there's an earnings boom in the suppliers $AMZN $META $GOOG and $MSFT are torching their cash flows and balance sheets in the process The "earnings" are a mirage. When investors start caring is when the party ends

@axbkol @TheMaverickWS Oh no? And what about the funding rounds in the first quarter in which Google and Amazon increased their long-term debt, invested in Anthropic and probably scored as cloud revenue money from Anthropic and as other incomes the revaluation of Anthropic?

@TheMaverickWS Changes in fair value of investments in equity have to be included in net income as per FASB ASC 321. If the company has significant influence it falls under ASC 323. Back these out if you feel these are one offs for analysis. No shenanigans here as some replies are suggesting.

Amazon includes its paper gain of investing in Anthropic as net income. It's a bit deceiving knowing that the value will fluctuate based on market conditions and could be much lower by the time the company's IPO is out Anything to cover the ugly increase in Capex vs FCF $AMZN

@earnings_guy @ricpuglisi Da investitore che utilizza l’analisi di bilancio e che ha avuto Moderna per pochissimo tempo,posso sapere la sua tesi in merito alla società? Mi sto focalizzando di nuovo sul pharma e biotech ma su Moderna so poco e nulla @ricpuglisi

$MRNA (Moderna) #earnings are out:

@edzitron Why don't they tell investors that they are greedy bastards who finance their own profits and that from now on Anthropic cannot lose value because otherwise it should recognize other expenses and not other incomes?

They’re having to commit to compute up front

@edzitron Google has invested 40 billion in Anthropic, raised 30 billion in debt though, et voila + 30 billion of other incomes, with > 30 billion in capex. Is Google paying real interest on debts for showing us non-monetary gains in the income statement? @edzitron

Congratulations on google for making $62.5* billion in net income! *$36.9 billion came from gains in the value of equity, I assume in Anthropic.

@edzitron Sir,please, Can you analyze the paradox of the increase in tokens that does not cover the decrease in costs per token? LLM looks more like a non-scalable business model every day

Premium Newsletter: OpenAI needs to raise or make $852 billion through 2030 to pay for its compute costs, and must pay $75bn a year for Oracle's 7.1GW of Stargate data centers, or Oracle will collapse, destroying its share price and Ellison's empire. wheresyoured.at/how-openai-kil…

@putino Ottimo articolo,diretto e conciso

@MarcNico26 @AvvocatoAtomico @FranFerrante @erealacci @Leonardobecchet @federicofubini @robdellaseta @DeBortoliF @ErasmoDAngelis @smenichini @beppegambis @Daniele_Manca @Phastidio Lancio dritto fuori tribuna,schema schema!

@AvvocatoAtomico @scairunner @FranFerrante @erealacci @Leonardobecchet @federicofubini @robdellaseta @DeBortoliF @ErasmoDAngelis @smenichini @beppegambis @Daniele_Manca @Phastidio Ma che poi mi pare che nemmeno gli impianti delle rinnovabili siano gratis.... e da 20 anni a questa parte, almeno in Italia.

Nella crisi, la fragilità dell’economia italiana, che dipende da molti (annosi) fattori, ma sempre da #energia e dalla nostra dipendenza da #fossili. Non abbiamo il #nucleare pagato dallo Stato come in #Francia e non abbiamo puntato su #rinnovabili come in #Germania e #Spagna