Snapshots That Wow!

Your only competition is your past!

“The S&P 500 technology sector’s relative strength versus the broad market is at its highest level in history, above the peak from March 2000, at the height of the dotcom bubble.”

Source: Charlie Bilello

BYD BS so far was BS?

“BYD for years used billions owed to suppliers as cheap financing to fund its rapid growth from a little-known component maker to a powerhouse reshaping the world’s auto industry. Now, Beijing is forcing it to clean up its books

The world’s biggest EV maker vowed to start paying its suppliers within 60 days — a direct response to Beijing’s crackdown on auto groups’ ill treatment of component suppliers, who had been squeezed during the electric vehicle boom of the previous five years.”

Source: Financial Times

I think a new “Big Short” is being written now

“The price to rent an Nvidia H200 just collapsed from $7/hr to $4/hr in three weeks.

A -40% drop in the cost of the single most strategic asset in tech.

When the underlying commodity that powers your entire thesis loses 40% of its value in a month, that usually means one of two things: supply finally caught up, or demand was never as deep as the headlines said.”

Source: Zerohedge

Where’s the money, honey?

“Even under "best case" assumptions — assuming zero costs, just revenue against capex — the Financial Times calculated the implied return on hyperscaler AI investment from 2025 to 2030.

Only one of them clears positive.

Implied return on AI investment (FT / Panmure Liberum)

– Microsoft: -9.2%

– Alphabet: -15.7%

– Amazon: +7.2%

– Meta: -28.8%

– Oracle: -35.6%

And remember: that's assuming zero costs. In reality, GPUs depreciate, power bills run, salaries get paid.”

Source: Financial Times

A billion people shift!

“It's been one year since we launched AI Mode in the U.S.

Queries like “which of” and “which one” are growing 40% faster than overall AI queries, showcasing that people are using AI Mode to make decisions—from daily logistics to big purchases.

Source: Google Trends

Priorities are not in order!

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Source: DJT Truth Social