MarketGuru @RealMktPlayer

📈 Stocks • ETFs • Funds • Market Moves . . . Markets don’t lie. I just translate them. Joined March 2008

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Dividendology @dividendology

a day ago

This is funny. What if you invested in the S&P 500 every time CNBC had a "Markets in Turmoil" special? Well... your average return after one year would be 40%, with a 100% success rate.

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Johann Siemens | Freedomeers @johann_sie1985

18 hours ago

Most people say they want a better circle, then spend every week around people who only talk about gossip, politics, drinking and complaining. Your environment is not neutral. It is either raising your standards or quietly making your current life feel acceptable.

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Hedgeye @Hedgeye

a day ago

The futures market is now pricing 1.5 rate hikes by year-end

Not Jerome Powell @alifarhat79

a day ago

Trump on the phone with Kevin Warsh after seeing the rate hike odds

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*Walter Bloomberg @DeItaone

a day ago

WHITE HOUSE TO REDIRECT BILLIONS IN RESEARCH FUNDS TOWARD AI, AWAY FROM COLLEGES- WSJ

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Hedgeye @Hedgeye

a day ago

BREAKING: Yen hits weakest level versus U.S. Dollar since 1986

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Hedgie @HedgieMarkets

2 days ago

🦔A Nikkei investigation found that Alphabet, Microsoft, Amazon, Meta, and Oracle have $1.65 trillion in debt that doesn't appear on their balance sheets, more than the $1.35 trillion they officially report. These are GPU contracts, data center leases, and joint ventures that don't count as debt under accounting rules until the facilities go live. Meta's hidden debt is $420 billion, triple its reported debt. Oracle's grew 30-fold in four years. All five declined to comment. My Take Nikkei examined the actual filings and put a number on something the BIS already flagged as "shadow borrowing" back in March. These companies owe more off their balance sheets than on them, and the accounting rules let them keep it that way until the data centers go live. That's legal, but it means investors looking at quarterly earnings this week are seeing less than half the picture. Four of these five report earnings in the next two weeks. The reported debt will look manageable. The $1.65 trillion in footnotes won't make the headlines. But when those data centers start operating, the leases hit the books all at once. If AI demand comes in below projections, those facilities get marked down and the losses land on the investors and insurance policyholders who funded the construction through private credit and project bonds without realizing how much total exposure they were carrying. Hedgie🤗

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Hedgie @HedgieMarkets

2 days ago

🦔The Wall Street Journal reports that multiple data center builders are simultaneously trying to sell majority stakes in their companies. Netrality, DataBank, Edged, and EdgeCore are all working with bankers to find buyers this summer. DataBank alone could go for $25 billion. These aren't companies selling a few properties. They're selling control of their entire businesses to private equity while the AI buildout is supposedly booming. My Take If AI data centers are the gold mine these companies have been telling investors they are, why are the people who built them racing to sell? The WSJ said they're "cashing in on a hot asset class." I'd read it differently. The people closest to the actual economics of building and operating these facilities all decided at the same time that they'd rather have someone else's money than their own equity. That looks a lot more like an exit than a diversification play. Huang just said a gigawatt of AI compute could cost $100 billion, GPU hardware goes obsolete every 18 months, and local opposition is killing permits in state after state. The customer base is mostly unprofitable AI companies signing leases with investor money, not earned revenue. The builders see all of this up close every day, and they've collectively decided this is a good time to let someone else own the risk going forward. Hedgie🤗 wsj.com/finance/invest…

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QE Infinity @StealthQE4

2 days ago

Tik Tock 💀

Barchart @Barchart

3 days ago

Crude Oil only has 43 days of supply left in the U.S., the lowest inventory in 45 years 🚨 🚨

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Barchart @Barchart

2 days ago

Korean Traders are unwinding leverage to the lowest level since April 🚨 1.2 Million Margin Calls will do that

Barchart @Barchart

6 days ago

BREAKING 🚨: South Korea 1.2 Million Retail Traders received margin calls this week, which is 3.4% of South Korea's entire adult population 🤯👀 Dear God

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Charlie Bilello @charliebilello

3 days ago

The US Strategic Petroleum Reserve is now at its lowest level since April 1983. Over the past 5 years we've seen a drawdown of 305 million barrels (49% decline).

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zerohedge @zerohedge

3 days ago

US AVERAGE GASOLINE PRICES RISE ABOVE $4 A GALLON: AAA

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Barchart @Barchart

4 days ago

Nasdaq 100 $QQQ close below 693 will confirm the Diamond Top (Bearish Reversal) 🚨🚨 Almost there 🤯👀

Barchart @Barchart

6 days ago

Potential Diamond Top (Bearish Reversal) forming in the Nasdaq 100 $QQQ 🚨 🚨 Look for a close below 693 and expanding volume for confirmation 👀 After confirmation, Diamond Tops have an 80% success rate

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*Walter Bloomberg @DeItaone

5 days ago

APPLE SURPASSES NVIDIA TO BECOME WORLD'S MOST VALUABLE COMPANY $AAPL $NVDA

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Hedgeye @Hedgeye

5 days ago

BREAKING: SpaceX, $SPCX, shares are down -41.1% from their peak, erasing over $1 trillion of market value.

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The Kobeissi Letter @KobeissiLetter

5 days ago

BREAKING: The Dow Jones Industrial Average erases all losses and turns green on the day.

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Bloomberg @business

5 days ago

Bitcoin is known for massive selloffs, but this latest slump feels different. Here's why bloomberg.com/news/articles/…

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Barchart @Barchart

6 days ago

Oracle $ORCL has now plunged 64% since its September 2025 all-time high, a total market cap loss of almost $600 Billion 🚨🤯👀

Barchart @Barchart

a week ago

Oracle's credit risk soared earlier this year to its highest level since the Dot Com Bubble 🚨 $ORCL would eventually crash 85% from 2000-2002 🐻 Will history repeat? For magnified bearish exposure, consider the Tradr 2X Short ORCL Daily ETF $ORCZ from @TradrETFs