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T&G’s Substack

Ben The Bull

Earnings Reports, Market Analysis & Market Predictions \ud83d\udcc8 Subscribe Today For Your Daily Recap Of The Market \ud83d\udcca

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Latest Issues

🏗️ Meta Compute: The $145 Billion Answer to a Question Nobody Answered

💸 The FT models Meta's AI return at negative 29%. Zuckerberg calls the ROI question "a very technical question." He said something similar about Reality Labs in 2022. That one cost $83.5 billion.

📊 The 30-Second Read

5 days ago
1
Paid

📊 The Close: Unproven

The "Prove It" week ends split — inflation proved it, but the AI trade couldn't. The SOX enters a bear market, 20% off its record.

🚨 We opened this week asking the market to prove it. Five days later, the verdict is in — and it’s split ri...

5 days ago
2
Paid

🧮 Is This 1999? We Ran The Math.

📊 The 30-Second Read

┌─────────────────────────────────────────────────────┐
│  THE CLAIM:  "We're witnessing the initial stages    │
│              of the unraveling of the AI bubble"     │
│              — Sc...
5 days ago
4

📉 The Chips Just Entered a Bear Market

⏱️ Figures marked 🔴 LIVE are intraday as of Friday midday ET and will move by the close. Confirmed closing prices are marked ✅.


📊 The 30-Second Read

┌─────────────────────────────────────────────────────┐
│  D...
5 days ago
2

📊 $TSM x $NFLX: Two Ways To Get Sold

🚨 Two marquee prints landed within six hours of each other, and both got sold. That's where the lazy take stops: "nothing is good enough anymore." 🛑 But run the numbers and a much sharper story appears — because the market punished these...

6 days ago
1

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  • Ben The Bull

    Head Of Analysis and Data For Trades & Gains & Investor Central Club | Give Daily Market Recaps & Insights Into Industries That Excite Me \ud83d\udc33 Feel Free To Follow The Journey \ud83c\udfcc️

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