Month: June 2026

An almost perfect prediction of the current AI predicament — and what may ultimately unravel our entire economy — from almost three years ago (August 2023), at Marcus on AI:

Nearly every word remains true. pic.twitter.com/ODQHfl7NkJ

— Gary Marcus (@GaryMarcus) June 25, 2026

DOJ investigating odd stated NAV behavior by one the largest private credit funds.

Ever larger redemption requests across private credit each quarter.

Lawsuits alleging valuation fraud and less than stellar liquidity feature explanations.

“Don’t worry. Everything’s fine.”

— Jeffrey Gundlach (@TruthGundlach) June 25, 2026

⚠️HOLY COW:

US leveraged ETF assets under management (AUM) hit a record $198 BILLION.

This figure has more than DOUBLED since the 2022 bear market.

AUM in the 3x Leveraged Long Nasdaq 100 ETF, $TQQQ, alone is ~$40 billion.

At the same time, AUM in the 3x Leveraged Long… pic.twitter.com/5uNyflp8UV

— Global Markets Investor (@GlobalMktObserv) June 24, 2026

The @CNBC Panelist Said What? (Issue #2)

Our second issue of this series involves a glib and overly confident @cnbc panelist who has consistently been wrong footed in his recommendations, particularly of his favorite and most repeated and most heavily weighted longs (he gave us… https://t.co/7eUIdfBEps

— Dougie Kass (@DougKass) June 25, 2026

Nvidia $NVDA is underperforming the rest of the Semiconductor Stocks by the largest margin in 2.5 years 🚨🚨 pic.twitter.com/oPxgJ9hGzG

— Barchart (@Barchart) June 24, 2026

I need all the #bitcoin and #crypto people who say it’s going to a million and how it’s the future to tell me why all the people who have always said it’s a scam and going to zero are wrong. Cause it seems like it’s going to zero

— Dave Portnoy (@stoolpresidente) June 24, 2026

If short sellers push $MSTR's price low enough, they can put @Saylor in a position where his best option would be to sell Bitcoin to buy back stock. That would reduce the discount, but it may not raise the share price, as Bitcoin will crash. That's the box Saylor put himself in.

— Peter Schiff (@PeterSchiff) June 24, 2026

This was very well done $Glasf @realsteveeisman @kylekazanceo @grahamfarrar pic.twitter.com/PRZsuB7goJ

— Marc Cohodes (@AlderLaneEggs) June 24, 2026

Ackman views $MSFT as having an "impossible to disrupt" position in enterprise software. The base Microsoft 365 package has 450M users at a very low cost per seat, roughly $200 per customer. It would be nearly impossible for an enterprise to replace these various components with… pic.twitter.com/GBT9Fluves

— CapexAndChill (@CapexAndChill) June 25, 2026