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💸 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
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...
┌─────────────────────────────────────────────────────┐
│ THE CLAIM: "We're witnessing the initial stages │
│ of the unraveling of the AI bubble" │
│ — Sc...
⏱️ Figures marked 🔴 LIVE are intraday as of Friday midday ET and will move by the close. Confirmed closing prices are marked ✅.
┌─────────────────────────────────────────────────────┐
│ D...
🚨 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...
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The writers behind this newsletter.
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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