Six AI Tweets of the Day
Doug Kass
on
May 28, 2026
The world's best, most enduring and most valuable companies all have one thing in common: dominant moats that secure long-term pricing power.
— Ross Hendricks (@Ross__Hendricks) May 27, 2026
AI is the exact opposite
And yet, trillions of dollars in equity value now rest on the assumption that trillions of dollars in capital… https://t.co/yH2nOJVHzr
The AI numbers are starting to look very ugly.
— Yoshik (@AskYoshik) May 28, 2026
Even under "best case" assumptions, FT's own data shows Microsoft AI ROI at -9%, Google at -15%, Meta at -28%, Oracle at -35%. Only Amazon barely comes out positive.
This is exactly why I keep comparing this to the dot-com era.… pic.twitter.com/O9Sfaya5Oa
What's happening with NVIDIA?
— Ted (@TedPillows) May 27, 2026
While stock market is hitting new highs, $NVDA is down over 11% in just 2 weeks, erasing over $630,000,000,000 from its market value. pic.twitter.com/kAJtsrq7gv
This looks like the beginning of the end for OpenAI and Anthropic.
— Norveçli (@norveclifinance) May 27, 2026
The Chinese AI wave did not just cut prices.
It destroyed the entire funding logic behind the American AI bubble.
If developers can move from thousands of dollars per month to a few dollars per week with 80% of… https://t.co/88ayXIvjnh
overheard from a fortune 20 company – ceo asked for $1 billion in AI generated opex savings at the beginning of this year.
— Vivek Garipalli (@VivekGaripalli) May 27, 2026
the team as a result has spent $200 million on tokens trying to achieve those savings year-to-date, with minimal results other than some modest Cx savings…
No one knows when this ends, but anyone with even a cursory understanding of history should know exactly how this ends https://t.co/xz0DiZFute
— Ross Hendricks (@Ross__Hendricks) May 27, 2026
Position: None
- Category: Daily Diary
Posted by Doug Kass
Doug Kass is a world-renowned hedge fund manager with decades of experience and success navigating through some of the most turbulent periods in market history. He is known for his time-tested analytical skills and ability to look past the current noise and herd mentality. On TheStreet Pro, Kass provides frequent market commentary and investing ideas for active investors throughout each trading day in Doug’s Daily Diary. He also serves as president of Seabreeze Partners Management Inc. Previously, he served as a senior manager at Omega Advisors, a $6 billion investment partnership. He co-authored a book with Ralph Nader and the Center for the Study of Responsive Law called “Citibank: The Ralph Nader Report” and can be found as a guest host on CNBC's "Squawk Box." A Note from Doug: Current strategies and actionable trade ideas -- all on one dynamic platform built exclusively for active trades. From sudden sell-offs to sudden spikes, TheStreet Pro arms you with crucial analysis -- at a rapid fire, professional pace -- to help you make sound trading decisions -- every day, every hour, and every minute. Join me and my team of professional traders for unique perspectives and breakthrough investment opportunities.