NetRunner

@HatedMoats It feels like the market has become broadly skeptical on GLP-1s, even $LLY is no longer immune

🚨 Wegovy Pill: Week 11 TRx = 76,829 Up 6.7% week over week. Bear in mind these are completely new patients. This cannot be framed differently than objectively great. And it shows! $NVO is down -1.5% pre-market. 🙃 Make it make sense...

@paulg Accurate But we’re still early in the cycle, we haven’t had our 1929-style crisis yet, the kind that could strengthen autocratic and populist leaders even more

Someone asked what past decade seems most similar to the current one. I said the 1930s. Great progress in technology, combined with corrupt, autocratic, populist political leaders.

@StockSavvyShay $NET could become a toll road for AI agents Such a shame the stock is so expensive rn

$NET CEO Matthew Prince says AI bot traffic is on pace to surpass human internet traffic by 2027. He notes that AI agents can hit thousands of sites for a single task creating far more load than a human user and putting new pressure on internet infrastructure.

@alifarhat79 never disappointed

Never deleting this app

@RalffTum @mchulet let's connect

@mchulet Hi, im in tech, focused on AI. More on the side of risk, structure, overall helping people avoid mistakes that come back to bite them later

if you are in Tech let's connect and engage 📈💯

@mchulet Let's connect if you are in tech/finance! I follow back

@bmsquantum Lets connect! I follow back if you re into tech/finance

GLP-1s are following the classic pharma arc: breakthrough pricing → competition → margin compression And many thinks we're still at step one

$HSBC sees now the GLP-1 market at $80-120B by 2032, way below the $150B+ consensus And there's more: they also cut sales estimates for Orforglipron, $LLY's oral GLP-1 due in 2026

$HSBC note has been a wake up call for Wall Street: GLP-1s shifted from a high-margin market to a volume game. Now $LLY and $NVO are in a price war, and newcomers will only squeeze margins further

@AutismCapital Thank god I've always been Team PlayStation

Can’t get over this video. It’s so profoundly shameless and hilarious. When they show the Diablo demo, you actually see the audience members break out in laughter and try to stifle it. It’s that embarrassing.

Nowhere to run. Nowhere to hide.

@midascabal 50%? Please elaborate

There is now a 50/50 chance of a stock market CRASH. Many will be blindsided.

@DividendTalks You forgot the key issue: Meta’s AI Capex is huge, but the monetization path is less direct than for $MSFT, $AMZN, and $GOOG, which can sell AI through cloud.

$META just burned ~$80B on the metaverse… …and is now shutting it down. Stock: -25% in 6 months Valuation: ~20x Strategy: full pivot to AI Weakness? Or one of the best resets in Big Tech? I’m watching closely. Are you buying $META here? 👀

@bmsquantum Follow if you’re into tech/finance, I’ll follow back

@0Tushar Done bro

@Netrunnr Done waiting for u

Growing my tech network... Searching for people who are: -coding -designing -problem-solving -building things If you're into tech, development, AI, data, or startups, let’s connect 🤝

@konnydev @MistralAI, they are well positioned to serve European companies. They already have big contracts like with $ASML

America has Claude China has DeepSeek Europe has … ?

@Kalshi That’s fair

JUST IN: Elon Musk says the AI winners will be: • Google in the West • China on Earth • SpaceX in space

@KobeissiLetter Is it really worse than 2022´s energy crisis?

This is absolutely insane: The world is quite literally facing what appears to be the largest energy crisis in history. US crude oil futures are now trading at a $20+/barrel DISCOUNT to Brent, also one of the largest on record. As the US increases production and taps into reserves, the EU is facing a full out energy crisis. European natural gas prices are up another +30% today and physical crude oil prices in Oman and elsewhere are trading at $150+/barrel. In other words, the gap between Oman and US prices now stands at ~70%, or ~$70+ per barrel. It has become so bad for Europe that the market is now pricing-in 2 interest rate HIKES in 2026, even as the US removes sanctions on Russian oil. US rate cuts in 2026 are almost entirely priced-out as a result with Core PPI inflation on PRE-WAR data rising to its highest since February 2023. The entire global economy just took a complete 180 degree turn in 3 weeks. The next few months are going to be historic.

@KobeissiLetter Inflation is coming back??

BREAKING: Gold prices extend losses to -7% on the day, dropping below $4,550/oz. Silver prices are now down -15% to $66/oz.

@jimcramer And you’re not helping…

Everyday Americans are given opportunities to lose money every day in everything these days