Connor

@carolmassar And how many months ago did they last say this would happen…?

Microsoft AI chief gives it 18 months—for all white-collar work to be automated by AI - FORTUNE apple.news/Amyw9iV4bSICWE…

@alifarhat79 They should have refi’d… thats a 8.37% interest rate… But also im kinda fine with forgiving some amout of student loans after 20+ years of payments … and also eliminating federate student loans, its done nothing but make college unaffordable for everyone

They should’ve studied finance

@hernandezforny @BillAckman @GovKathyHochul I wish i could find a true 1 bedroom in nyc for a million…

.@GovKathyHochul sold New York on a pied-à-terre tax targeting ultra-wealthy global elites with $5 million second homes. Now it’s been quietly dropped to $1 million. That’s not the same tax. That’s a different tax with the same name. A $1 million condo in New York City isn’t a luxury pied-à-terre, it’s a modest apartment. It’s a retired couple’s investment. It’s a family keeping a foothold in the city they raised their kids in. Albany has a long history of taxing “the rich” and ending up taxing you. This is that story playing out in real time.

@EricBalchunas I realize about shorts really what this was about, but i think it still holds whether is talking greek or shorts

@EricBalchunas The short thesis always sounds soooo smart…

Reminder: sounding really smart (and even worse weaponizing the jargon) is not necessarily correlated with good returns - in fact it many cases it can be inversely correlated. Some subtext from me in on this in The Bogle Effect on the chapter about the Big Long advisors

@TheStalwart This looks like a short in the making

We're at the stage of the cycle where Ford is now an AI play (somehow)

@zerohedge Whatabout with bitcoin?

*NY PLANS NEW TAX ON CITY HOMES OVER $1 MILLION BOUGHT WITH CASH

@Mr_Derivatives The kospi was down like 2.something samsung ans sk hynix down similar. Nothing like what we are seeing now

The Korean stock market $KOSPI down last night was a good tell how semis would trade today. There’s your alpha. Remember next time.

@RampCapitalLLC Is the memory shortage over now?

What is this odd shade of green? Is this even allowed? $SNDK

@VicVijayakumar @Halmsy I didnt think the guide was really the issue as much as the gm decline. Looking forward to analyst day and hopefully that clears things up.

@Halmsy - announced plan to reduce headcount by approximately 20% and estimates it will incur significant charges of $140 million to $150 million in connection with the layoffs - GAAP net loss for 2025 was $102.3 million, non-GAAP net income was $342.9 million - soft q2 forecast

This is a $NET buy signal right?

@EricBalchunas @JC_ParetsX This has all the potential of your bloomberg show about not reacting to markets lol

My theory: Because The Big Short made top calling cool. Just as the movie Wall Street made being a Master of the Universe cool (for a while). If Chris Nolan made a film starring DiCaprio or Gosling about an FA who wins by ignoring headlines and staying long you’d see more optimistic takes.

Why do people keep comparing today’s market to 1999-2000? I’ve genuinely tried to find the similarities and I’m struggling. Can anyone explain the top conspiracy theories behind why this is supposedly the same environment?

@HighyieldHarry As someone who went to a relatively competitive - though not ivy school. Private colleges are dumb

I'm extremely interested in what higher education looks like in 10 years. Pretty obvious you will need to go to school to be a Doctor, Dentist, etc - but what about white collar degrees? Do people either 1) try to spend as little as possible on college (go State schools) going forward or 2) does College attendance become more "elite" because prices still rise & the barrier becomes your parents wallet? College has always been a risk/reward trade that propels some ppl into high-earning careers, while leaving others saddled with debt that's hard to get out of. The risk side of the equation feels like its going to get even more unfavorable as there's fewer white collar jobs to go around but higher education costs. Grades, choices, and your family circumstances going into college is going into exacerbate outcomes even more than it has historically. But at a minimum it seems like more students studying white collar roles are going to be wondering what the hell they spent all this money for in the next 5-10 years. And on the grad school side, why leave the workforce and get an MBA in the future? Many of you on here are parents who are probably spending a lot of time thinking about this.

@StockMKTNewz They have a reputation for being pretty transparent, and they seem to have a rip the bandage off approach to operating (remember the shift to PoF- ouch!) They are still hiring, its seems like they cut alot of very AI exposed roles

Cloudflare $NET is blamming the move on AI “Cloudflare’s usage of AI has increased by more than 600% in the last three months alone”

@TheStalwart Same reason you might not want to follow Cramer’s picks, if ChatGPT tells everyone to buy the same stocks, then those stocks will end up overvalued and underperform

Everyone scoffs typing "what stocks should I buy?" into ChgtGPT and expecting good answers. But I still don't totally get it. If a human could theoretically be good at stock picking, why not a machine trained to think like a human bloomberg.com/opinion/newsle…

@StockMKTNewz Guide looked kinda poor to me, revenue beat was less than estimize mean. There’s gotta be a story on the eps beat, you might think they’d have used pricing as a lever to drive more revenue growth, but chose not to

Fastly $FSLY stock is down by almost 30% in after hours following its earnings 🔴🔴🔴🔴🔴🔴

@WallStRollup This is starting to look a little crowded as a short…

Steve Eisman is short $FICO “I think FICO very arrogantly raised prices about over 500%…” “Has ticked off literally everybody in the lending world.”

@HighyieldHarry I heard its the case at Goldman also Its dumb cause the AI sucks where I work (not GS) at least it cant connect to the internet and now they want us using agentic ai, but it cant touch anything in your inbox or on sharepoint

Btw, handful of people telling me something similar to this is also the case at JP Morgan as well.

@HighyieldHarry Even better when they “correct” EDT to EST when its actually EDT

VPs when you incorrectly use EST instead of EDT

@levelsio Told me id asked for what a team of 10 engineers would talk a month to build, built it in a week

My Claude keeps saying "that's a day of work" when it's like done in 5 min 😂

@Mr_Derivatives @cryptorover Im convinced they are hoarding cash to in part to buy his personal stock back so it doesnt float in the market

@cryptorover He is also closing in 96 years old. Not trying to be morbid here, but realistic. Will he see another downturn in his lifetime?

WARREN BUFFETT IS WAITING FOR DOWNSIDE. He now sits on $350,000,000,000 in cash. He's only moved to cash on this scale twice before in his life. 1. 1999, before the dot-com bust. 2. 2007, before the Great Recession. Both times, leading stocks crashed 80-90%.