Month: July 2026

Deepseek developing own AI chip

— Felix Wang, CFA (@HedgeyeTech) July 7, 2026

WALL STREET IS MISPRICING HYPERSCALER REVENUE

If you want to know how a bubble bursts, stop listening to the technologists and start looking at the credit mechanics.

Right now, analysts are falling all over themselves cheering for the massive "forward revenue" and record RPOs…

— George Noble (@gnoble79) July 6, 2026

The Dot Com Bubble overlay says we’re in the top of the 9th inning.$SPX $QQQ pic.twitter.com/tciVzMvbFQ

— David Marlin (@Marlin_Capital) July 6, 2026

One of the biggest lies of the AI bubble is that Microsoft, Google, Amazon and Meta are "growing because of AI."
In reality, they're using the continued growth of their other business units to cover the meager returns from AI, and the massive waste of their trillion+ in capex. https://t.co/gRqnK5ERF3 pic.twitter.com/06zqcHIYbz

— Ed Zitron (@edzitron) July 3, 2026

TREASURY HAS AN INTERNAL REPORT WARNING ABOUT THE DANGERS OF AN AI BUBBLE

A draft U.S. Treasury report warns the AI boom could resemble the dot-com bubble, according to NOTUS.

The report says AI companies are deeply embedded in the economy, raising the risk that weaker…

— *Walter Bloomberg (@DeItaone) July 6, 2026

The Mag 7 is Losing?

"Nothing outperforms forever. Expectations change. Investor flows go to where there is value or momentum. The winners never win forever. Even the biggest, best corporations in the world underperform sometimes."https://t.co/UuexrMpmth

by @awealthofcs pic.twitter.com/BKZ8BpIrQw

— Ritholtz (@RitholtzWealth) July 6, 2026

I miss when all his posts were like “dollars are the neurons of the bank” https://t.co/z2QhdYNLmU

— Ed Zitron (@edzitron) July 6, 2026

🦔The Treasury Department has a completed internal report that compares the AI boom to the dotcom crash and warns it poses systemic risk to the US financial system. The report has sat for weeks without approval. The Treasury spokesperson dismissed it and said the official… pic.twitter.com/b5GOcf4F4P

— Hedgie (@HedgieMarkets) July 6, 2026

The S&P put/call skew just collapsed to 0.71. Not a low. The lowest reading on record.

The 10-year average is 12. The 2020 panic peaked at 34. We're at 0.71.

What this measures: how much investors pay to protect against a crash versus betting on a rally. At 0.71, crash… pic.twitter.com/4iFJ0zNrLE

— Thierry from arvy 🇨🇭 (@ThierryBorgeat) July 6, 2026

Florida Home Prices, % Below High (via Zillow)…
Miami: -3%
West Palm Beach: -5%
Orlando: -5%
Port Saint Lucie: -6%
Tampa: -6%
Jacksonville: -7%
Fort Lauderdale: -7%
Key West: -8%
St Petersburg: -12%
Naples: -12%
Sarasota: -14%
Fort Myers: -18%
Cape Coral: -22%

— Charlie Bilello (@charliebilello) July 6, 2026

According to a senior advisor to President Trump who spoke with The Marijuana Herald, during a recent phone call with Senate Majority Leader John Thune, Trump personally urged him to allow a full Senate vote on the bipartisan SAFE Banking Act. https://t.co/4gvl8Pgd5r

— Anthony Martinelli (@AMartinelliWA) July 7, 2026

Jeffrey Gundlach told everyone his exact portfolio: 40% non-US stocks, 25% fixed income, 15% commodities, the rest cash

The DoubleLine CEO doesn't do clickbait – and he just put recession odds above 50% for 2026

1 hour on US debt, the private credit bubble, and gold going to… https://t.co/lGgx7yy52n pic.twitter.com/P8fyv1ewCZ

— Loofy (@Loofyb0i) July 6, 2026