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TonyIsHere4You

@TonyIsHere4You

Tony loves you and will never let you down.

 US
Joined July 2022
  • Tweets19.5K
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Photo by TonyIsHere4You (@TonyIsHere4You)Photo by TonyIsHere4You (@TonyIsHere4You)Photo by TonyIsHere4You (@TonyIsHere4You)Photo by TonyIsHere4You (@TonyIsHere4You)Photo by TonyIsHere4You (@TonyIsHere4You)Photo by TonyIsHere4You (@TonyIsHere4You)Photo by TonyIsHere4You (@TonyIsHere4You)Photo by TonyIsHere4You (@TonyIsHere4You)Photo by TonyIsHere4You (@TonyIsHere4You)Photo by TonyIsHere4You (@TonyIsHere4You)
Just a reminder how crazy the recent outlier in stocks has been.
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HALP!!!
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The Fed likes to hike into a leveraging cycle and cut as soon as the deleveraging starts. The problem they have in practice is threading the needle by not cutting too aggressively at the first sign of deleveraging and restarting the party.
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TonyIsHere4You retweeted
Brew Markets (@brewmarkets) profile picture
Brew Markets
@brewmarkets7h
What a chart.
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TonyIsHere4You (@TonyIsHere4You) profile picture
TonyIsHere4You
@TonyIsHere4You4h
Replying to @LayoffAI
If AI gets good enough they can start hiring dogs to create their products!
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What the heck... GOOG, CAT, AMZN and INTC all getting crushed?
The Kobeissi Letter (@KobeissiLetter) profile pictureThe Kobeissi Letter
@KobeissiLetter4h
BREAKING: Amazon stock, $AMZN, collapses over -12% after reporting weaker than expected Q3 earnings. The stock has now erased -$315 billion worth of market cap in after hours trading.
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TonyIsHere4You retweeted
Tnut (@tnuttin1) profile picture
Tnut
@tnuttin114h
Don’t worry guys, the people who horde all of the wealth on the planet, despise the welfare state (and those who need it) and want to pay as few taxes as possible say everyone will be on UBI soon and it’s gonna be totally awesome
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Zoiks!
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Charlie Bilello (@charliebilello) profile pictureCharlie Bilello
@charliebilello7h
Google reported negative free cash flow of $9 billion in Q3, driven by massive capital expenditures on AI infrastructure (property & equipment spending up 114% YoY to $51 billion). This was Google's largest decline in free cash flow ever and only the second quarterly decline in the company's history (first was in Q2). $GOOGL
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I can make money if it goes up, and money if it goes down. But not sideways for an entire week. Sheesh.
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Quick thread on the absolutely massive rise in AI-related investment in GDP data released this morning Spending on data centers & computers is now America's single largest investment by far: 50% larger than single-family home construction, 3x factories, or 6x apartments🧵
Image from Joey Politano 🏳️‍🌈 (@JosephPolitano)
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Nic (@puckrin) profile picture
Nic
@puckrin10h
The Google stock collapse isn't that complicated. This chart shows you everything. A cash machine is slowly being overtaken by parabolic capex. The stock is set to open 12% lower - over $479 Billion in market cap lost overnight.
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Boomers are beginning to approach the "mortality cliff". Compare to the Silent Generation at the same age:
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Mark Mitchell, Honest Pollster (@honestpollster) profile pictureMark Mitchell, Honest Pollster
@honestpollster11h
It ain't 10-30 years. GenZ and Millennials will be a majority of the electorate by 2034. BoomerCon politics are going to sunset very rapidly now.
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CAT getting crushed. Historically its been a good bellwether for the real economy.
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TonyIsHere4You retweeted
Eric Wallerstein (@ericwallerstein) profile picture
Eric Wallerstein
@ericwallerstein11h
consumer spending growth continues to outpace income growth.
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econvitals (@econvitals) profile pictureeconvitals
@econvitals11h
↘️ September PCE: prices +0.49% (consensus +0.51%), +3.6% over the past year (+3.6% expected). Core +0.32% (consensus +0.34%), +3.1% y/y (+3.1% expected). Personal income +0.2% (+0.3% expected), spending +0.5% (+0.6% expected). Saving rate 3.8%.
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We'll never have another popular president until they get this under control.
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The Kobeissi Letter (@KobeissiLetter) profile pictureThe Kobeissi Letter
@KobeissiLetter11h
BREAKING: US September PCE inflation, the Fed's preferred inflation metric, rises to 3.6%. Core PCE inflation also rose to 3.1%, up +0.3% month-over-month. This officially confirms that CPI, PPI, and PCE inflation are all rising again. A December rate hike is coming.
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It's great news that there's growing political awareness that a bailout is the exit strategy for AI investors, but when the time comes it will be framed as a national security or economic emergency. Marketing is a big part of the plan for dumping the losses on the middle class!
Polymarket (@Polymarket) profile picturePolymarket
@PolymarketOct 28
JUST IN: House Democrats introduce resolution to ban taxpayer-funded bailouts for AI companies if the industry faces a financial collapse.
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TonyIsHere4You retweeted
QE Infinity (@StealthQE4) profile picture
QE Infinity
@StealthQE423h
This is a winning message. Very strategic. As I said yesterday. You don’t want to be in AI stocks if the Dems win the House and the Senate.
Polymarket (@Polymarket) profile picturePolymarket
@PolymarketOct 28
JUST IN: House Democrats introduce resolution to ban taxpayer-funded bailouts for AI companies if the industry faces a financial collapse.
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GBR (@GayBearRes) profile picture
GBR@GayBearResOct 28
Democrats going full slopulism has led to some decent legislation. I’m stunned.
David Dayen (@ddayen) profile pictureDavid Dayen@ddayenOct 28
NEW: In a pre-emptive move, House Democrats have introduced a resolution that Congress should not bail out AI firms in the event of a financial crisis and should be subjected to the ordinary bankruptcy process. prospect.org/2026/10/28/hous…
Image from David Dayen (@ddayen)
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