jaredblikre.ai
@SPYJared
Note: I don't have an "AI assistant"
1.3K Following 8.8K Followers
🤖 Big Tech’s AI boom is becoming a borrowing boom.
💵 $GOOGL, $AMZN, $META and $ORCL have issued about $194B of bonds this year — nearly twice their combined 2025 total.
📈 Alphabet’s latest deal drew about $115B of orders for as much as $25B of debt.
🔎 For shareholders, watch whether AI starts generating enough cash to slow the rise in debt, interest expense and share counts.
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🚀 SpaceX stock got cut in half. Retail investors kept buying.
📉 $SPCX has yet to record a single day of net retail selling since its IPO, according to @vandaresearch .
💰 After earnings, buyers poured in again — just as nearly 1 billion insider shares became eligible for sale.
🧵 What happens when relentless dip-buying meets a major wave of potential supply?
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🇨🇳 China internet stocks are back on top. $KWEB has jumped nearly 13% in July, while the Nasdaq has fallen about 2%.
🍎 $BABA is leading the rally after its $AAPL AI tie-up cleared a major regulatory hurdle in China.
📈 KWEB has outrun Apple and every Magnificent Seven stock except Meta this month.
⚠️ The ETF is still down more than 73% from its 2021 record. A break above $31 would open the door to a larger recovery.
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📊 The S&P 500 and Nasdaq have been trapped in trading ranges since early May. Underneath them, $3.2 trillion has rotated between two of the market’s biggest trades.
💰 The Magnificent Seven added about $1.5 trillion in July, while chip stocks outside Nvidia lost roughly $1.7 trillion.
⚖️ Those moves have largely canceled each other out at the index level. Big Tech earnings could finally break the stalemate.
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