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Paul Tudor Jones says that the US is more dependent on stock prices than ever before and explains what a 35 percent correction would trigger in the economy:
“The stock market cap as a percentage of GDP is 252%. In 1929 we were 65%. In 1987 we reached ~85-90%. In 2000 it was 170%.
If you consider periodicity… https://t.co/GL8sBwNXZt pic.twitter.com/jYmWcOHw69
— Patrick O’Shaughnessy (@patrick_oshag) April 28, 2026
The earnings boom is really accelerating.
Forward forecasts are now up >25% year over year.
As we move through the first part of first quarter reporting, forward estimates are rising.
Updated chart below… Unprecedented. https://t.co/YfXRfvfy0T pic.twitter.com/ATSLX6PPaN
— Warren Pies (@WarrenPies) May 2, 2026
BofA: Hyperscalers capex as a percentage of operating cash flow was 70% in 2025 and is expected to be >90% in 2026 pic.twitter.com/vRZ88BZXwb
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) May 3, 2026
These statistics on Anthropic’s growth rate are crazy. https://t.co/r4b9i8b8gX pic.twitter.com/yZLspL7bX1
— nxthompson (@nxthompson) May 1, 2026
10 trillion dollars or fiasco
— Elon Musk (@elonmusk) May 3, 2026
Ribbon shows data
(A) startup companies are on the rise and
(B) Startups in the AI space are seeing their revenue grow faster than usual historicallyFor now, AI agents are better at creating companies than destroying them https://t.co/MBSae8OkfZ
— Derek Thompson (@DKThomp) May 2, 2026
This is an email I sent to all employees at Coinbase earlier today:
Set,
Today I made the difficult decision to reduce the size of Coinbase by ~14%. I want to explain why we’re doing this now, what it means for those affected, and how it positions us for the future.
— Brian Armstrong (@brian_armstrong) May 5, 2026
The housing “bubble” of the late 2000s looks quaint compared to now pic.twitter.com/VdfaGgeqJm
— Alec Stapp (@AlecStapp) April 26, 2026
WSJ comes to us with a profitability analysis of publicly available Kalshi profiles. This was not true because the majority of investors kept their profiles private. So we did the analysis ourselves and gave it to the WSJ. Our analysis showed that Kalshi investors earned more per day than… https://t.co/aJ4oG0XB7H
— Elisabeth Diana (@ediyork) May 4, 2026
we have a new “check out this guy” meme pic.twitter.com/lGJ4dQo7JC
— clair de lune (@ClaireMPLS) May 2, 2026
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