Michael Taylor
@Mike_Taylor1972
PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.
594 Following 63.4K Followers
Last week on @Hedgeye with @KeithMcCullough we talked about just this: we are on the cusp of meaningful Neg Pricing Power for AI.
This IMHO is the GREAT risk to the model.
The conversation is free on youtube rt now.
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On @hedgeye this week w me and @KeithMcCullough
"people dont know it but we're in a currency alliance with Japan"
Next Thurs Trump goes to China to make a deal.
There will be a lot of "winning"
And a decent shot IRAN gets turned off.
take note, it's a big deal.
The bubble is percolating.
11AM LIVE with Mike T! @Mike_Taylor1972
REAL CONVERSATION: The AI Bubble and the Market Risks Ahead via @hedgeye
A Hero is made with the little things that nobody sees.
NYT Panic in AI
kinda amazing - never seen such a monochromatic front page. They apparently got their marching orders.
I would also note FR and GB have the highest debt AND yields. We are witnessing an ongoing and accelerating crisis with no easy solve.
$FJET
This is one of my most comical bear trades.
Nobody knows what it is.
Read it.
And read the latest filings.
-ON RIGHT NOW- 2PM letzzzz gooooo!
By now, shouldn't the stock market have crashed? It hasn't.
Oil at $100. Sticky inflation. Rising rates. Leverage building.
So what finally breaks this rally?
I'll ask @KeithMcCullough and @Mike_Taylor1972.
Join us live today at 2PM ET:
You don't need to predict the crash, just recognize when the risks shift.
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I borrowed this figure from the FT.
IMHO It explains why the long end of the yield curve has priced-Americans-out from homes, shrinks the family unit and is an assault on our families.
Gov’t borrowing is displacing the electorate.
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$PCT
Healthcare meets markets today. @VolSignals joins @Mike_Taylor1972 for The Morning Gap at 8:30 AM ET.
Then @TTrades_edu breaks down the tape, followed by @merrittblack + @Trading_Boxes trading the open at 9. 🙌
Watch here:
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This weekend there is a very special activation in the fan zone🎗️ Fresno Acura’s Acura Pink Car program is raising breast cancer awareness with their Drive for the Cure car, which is available to sign in the fan zone! Be part of the fight and show support 💕
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With I was there with @maxtaylorracing this weekend. One of my favorite tracks!
A car I would own?
YES
928 meets Pacer.
I’m doing town halls with Ohioans several times per week & taking hundreds of unscripted questions from voters. My opponent hasn’t done that even *once* in over 18 months. Voters are starting to wonder: what exactly is going on?
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Wells Fargo today - this is my major problem w AI
(and why i am max bearish)
It is a simple calculation: "how big" does OAI/Anthropic have to be to ROA the $$$ in the ground.
I came up >>$1TRN - and at current QQ growth, we dont even get close by YE27.
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AI - I cannot get the top-down economics to work.
If we have by the end of 2027, >$3TRN of compute in the ground, we need at least $1.3Trn of revs (mostly from OAI and Anthropic) to cover that cost/depreciation.
I cannot find anyone who can make it work.
@hedgeye @profplum99 @Seawolfcap @wolfejosh
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AI - I cannot get the top-down economics to work.
If we have by the end of 2027, >$3TRN of compute in the ground, we need at least $1.3Trn of revs (mostly from OAI and Anthropic) to cover that cost/depreciation.
I cannot find anyone who can make it work.
@hedgeye @profplum99 @Seawolfcap @wolfejosh
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