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Alastair

@StockBoardAsset
 United States
Joined February 2013
  • Tweets133K
  • Following2.8K
  • Followers27K
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Time to buy $REMX
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We will enter an age of abundance If we can stop the communists for the next 5 years
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Ken Griffin on France and socialism… "Paris should be a real wake up call to every single American. Government spending is 60% of their GDP. It’s the socialist dream the left talks about. That dream comes down to how much you can take from others. It doesn’t belong in America."
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Alastair retweeted
zerohedge (@zerohedge) profile picture
zerohedge
@zerohedgeOct 18
UBS Trading Desk: This Week's Action Looks Very Similar To The Situational Awareness Unwind zerohedge.com/markets/ubs-tr…
UBS Trading Desk: This Week's Action Looks Very Similar To The Situational Awareness Unwind

UBS Trading Desk: This Week's Action Looks Very Similar To The Situational Awareness Unwind

AI/Momentum remains the epicenter, with sustained supply across Semis, Memory and AI infrastructure and virtually no meaningful buy-the-dip sponsorship...

zerohedge.com
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UBS: This week’s action looks like a positioning reset rather than broad equity liquidation, action very similar to the Situational Awareness driven unwind a couple months ago.
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Capitalism vs. Socialism
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$CRWV CDS 5YR vs. Token Costs (inverted)
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Alastair retweeted
zerohedge (@zerohedge) profile picture
zerohedge
@zerohedgeOct 14
And scene: CRWV CDS closes +135bps, panic selling and "just get the me the fukk out of this" capitulation Next, CRWV next points up as capital markets access freezes and the Alix Partners of the world start making phone calls.
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zerohedge (@zerohedge) profile picturezerohedge
@zerohedgeOct 14
"Its Going To Zero": CoreWeave Implodes As Stocks Finally Notice What Credit Has Been Screaming For Weeks zerohedge.com/markets/its-go…
"Its Going To Zero": CoreWeave Implodes As Stocks Finally Notice What Credit Has Been Screaming For...

"Its Going To Zero": CoreWeave Implodes As Stocks Finally Notice What Credit Has Been Screaming For...

Things aren't looking very good for the original neoloud. 

zerohedge.com
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Alastair retweeted
zerohedge (@zerohedge) profile picture
zerohedge
@zerohedgeOct 14
good stuff
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zerohedge (@zerohedge) profile picturezerohedge
@zerohedgeOct 14
"Its Going To Zero": CoreWeave Implodes As Stocks Finally Notice What Credit Has Been Screaming For Weeks zerohedge.com/markets/its-go…
"Its Going To Zero": CoreWeave Implodes As Stocks Finally Notice What Credit Has Been Screaming For...

"Its Going To Zero": CoreWeave Implodes As Stocks Finally Notice What Credit Has Been Screaming For...

Things aren't looking very good for the original neoloud. 

zerohedge.com
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BofA:
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wunderbar
Department of State (@StateDept) profile pictureDepartment of State
@StateDeptOct 8
Western civilization is worth defending.
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The year is 2026. San Francisco tells the Vatican it has the power of God to put a soul in a computer program. The last Crusade begins.
🤖 Made with AI
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Alastair retweeted
zerohedge (@zerohedge) profile picture
zerohedge
@zerohedgeSep 30
S&P vs rate volatility: biggest divergence on record Recall half of all semiconductor growth is now debt funded.
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Alastair retweeted
zerohedge (@zerohedge) profile picture
zerohedge
@zerohedgeSep 28
Wheels falling off the bus: ORCL 2056 bonds dumping almost 2pts Yield jumps 20bps to record high 8.31% G-spread back to record high CDS surging to a new all time wide
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zerohedge (@zerohedge) profile picturezerohedge
@zerohedgeSep 26
Sept 24: Barclays "[The Oracle Force Majeure] is neutral from a credit perspective, in our view, given the possible capex offsets, and we do not believe ORCL spreads should move in any meaningful way on the headline today." Sept 25: ORCL CDS blows out +10 to a record 237bps
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Chart of the decade
zerohedge (@zerohedge) profile picturezerohedge
@zerohedgeSep 27
Beyond The SPR: Stifel Spots Another Depleted Strategic Stockpile In Urgent Need Of Rebuilding zerohedge.com/commodities/be…
Beyond The SPR: Stifel Spots Another Depleted Strategic Stockpile In Urgent Need Of Rebuilding

Beyond The SPR: Stifel Spots Another Depleted Strategic Stockpile In Urgent Need Of Rebuilding

"We prefer investing in stocks already positioned as bottleneck solutions..." 

zerohedge.com
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Alastair retweeted
zerohedge (@zerohedge) profile picture
zerohedge
@zerohedgeSep 24
All that matters today
zerohedge (@zerohedge) profile picturezerohedge
@zerohedgeSep 23
Hyper CDS new all time wides, led by ORCL, SPCX, NVDA and META
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Alastair retweeted
zerohedge (@zerohedge) profile picture
zerohedge
@zerohedgeSep 24
Those residual value guarantees are about to kick in 5 years earlier than expected.
zerohedge (@zerohedge) profile picturezerohedge
@zerohedgeSep 24
All you need to know about Oracle's massive, $300BN New Mexico data center Project Jupiter, which is an SPV (off balance sheet) linking some of the biggest financial players today zerohedge.com/markets/oracle…
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Alastair retweeted
Teo (@Teo_Sinamin) profile picture
Teo
@Teo_SinaminSep 17
We had Stone Age, Bronze Age and Iron Age. Are we currently in Critical Minerals Age?
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