Carl Quintanilla

carlquintanilla.bsky.social

20 October 2026 15:42

#TXsen

Ara Kharazian

arakharazian.bsky.social

20 October 2026 14:46

This chart shows the key risk to the AI trade, and it's missing from the latest revenue announcements. The AI boom is fundamentally driven by a top 1% of companies that drive 80% of spend. Within that top 1%, 80% are venture-backed.

Bob Elliott

bobeunlimited.bsky.social

20 October 2026 02:20

Most investors focused on the AI trade don't get that monetary and fiscal policy has been a big underlying driver supporting the trade. The next policy pump is set to be much harder. Free on the blog app this week: bobeunlimited.substack.com/p/the-next-p...

Oswiu☦️

oswiu.bsky.social

17 October 2026 23:40

Americans when it's time to acknowledge that non-americans are human beings who have the right to live without being murdered for no reason by america