Offshore
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memenodes
You really have to stop posting the price in pounds for now https://t.co/BvwzVsu2x1
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You really have to stop posting the price in pounds for now https://t.co/BvwzVsu2x1
£63,696.15 tweet
WealthyReadings
I am part of those who believe the AI trade is over.
Not that AI is useless. Compute demand isn’t going to disappear and I don’t think we’re in a bubble. But I believe the massive overperformance we’ve seen in AI infra names over the past two years is behind us.
Some stocks will keep ripping as the market focuses on new narratives; I own two I believe will outperform, deservedly so. But going into 2026 assuming that any dip is a good buy because feels like a great way to underperform.
The rotation already begun. It would be foolish to ignore it.
I have a few ideas where liquidity is headed, am already positioned in some names with more on my watchlist awaiting confirmation. None of those attractive names are AI related. They’re definitely not the names everyone is still fixated on here. If I were to be wrong, I would still have those two names who are great buys at today's price, so I keep a feet on the game.
But it’s time to start fishing in another pond, aside from a handful of exceptions.
tweet
I am part of those who believe the AI trade is over.
Not that AI is useless. Compute demand isn’t going to disappear and I don’t think we’re in a bubble. But I believe the massive overperformance we’ve seen in AI infra names over the past two years is behind us.
Some stocks will keep ripping as the market focuses on new narratives; I own two I believe will outperform, deservedly so. But going into 2026 assuming that any dip is a good buy because feels like a great way to underperform.
The rotation already begun. It would be foolish to ignore it.
I have a few ideas where liquidity is headed, am already positioned in some names with more on my watchlist awaiting confirmation. None of those attractive names are AI related. They’re definitely not the names everyone is still fixated on here. If I were to be wrong, I would still have those two names who are great buys at today's price, so I keep a feet on the game.
But it’s time to start fishing in another pond, aside from a handful of exceptions.
tweet
WealthyReadings
I am part of those who believe the AI trade is over.
Not that AI is useless. Compute demand isn’t going to disappear and I don’t think we’re in a bubble. But I believe the massive overperformance we’ve seen in AI infra names over the past two years is behind us.
Some stocks will keep ripping as the market focuses on new narratives; I own two I believe will outperform, deservedly so. But going into 2026 assuming that any dip is an obvious buy feels like a great way to underperform.
The rotation already begun. It would be foolish to ignore it.
I have a few ideas where liquidity is headed, am already positioned in some names with more on my watchlist awaiting confirmation. None of those are AI related. They’re definitely not the names everyone is still fixated on around here. If I were to be wrong, I would still have those two stock who are great hold at today's price, so I keep a feet on the game.
But it’s time to start fishing in another pond, aside from a handful exceptions.
tweet
I am part of those who believe the AI trade is over.
Not that AI is useless. Compute demand isn’t going to disappear and I don’t think we’re in a bubble. But I believe the massive overperformance we’ve seen in AI infra names over the past two years is behind us.
Some stocks will keep ripping as the market focuses on new narratives; I own two I believe will outperform, deservedly so. But going into 2026 assuming that any dip is an obvious buy feels like a great way to underperform.
The rotation already begun. It would be foolish to ignore it.
I have a few ideas where liquidity is headed, am already positioned in some names with more on my watchlist awaiting confirmation. None of those are AI related. They’re definitely not the names everyone is still fixated on around here. If I were to be wrong, I would still have those two stock who are great hold at today's price, so I keep a feet on the game.
But it’s time to start fishing in another pond, aside from a handful exceptions.
tweet
Wasteland Capital
$KLAR trying to pump its dumpster-IPO stock by announcing that they gave loans to literally ANYONE cash-poor who asked for it during Black Friday.
Unsecured lending to desperate consumers? Huh, noone’s tried that before. I wish them well.
But, this is bullish retailers.
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$KLAR trying to pump its dumpster-IPO stock by announcing that they gave loans to literally ANYONE cash-poor who asked for it during Black Friday.
Unsecured lending to desperate consumers? Huh, noone’s tried that before. I wish them well.
But, this is bullish retailers.
BNPL exploded this holiday season
Klarna saw a 45% year-over-year increase in U.S. sales from November 1 through Black Friday. Footwear, tech, beauty, and home goods all performed strongly. tweet
X (formerly Twitter)
Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) on X
BNPL exploded this holiday season
Klarna saw a 45% year-over-year increase in U.S. sales from November 1 through Black Friday. Footwear, tech, beauty, and home goods all performed strongly.
Klarna saw a 45% year-over-year increase in U.S. sales from November 1 through Black Friday. Footwear, tech, beauty, and home goods all performed strongly.
Offshore
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Fiscal.ai
Last Call ⏰
12 Hours left to get 30% off any Fiscal AI paid plan.
Offer ends at 11:59PM EST tonight. https://t.co/eXyGifOqrE
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Last Call ⏰
12 Hours left to get 30% off any Fiscal AI paid plan.
Offer ends at 11:59PM EST tonight. https://t.co/eXyGifOqrE
tweet
Wasteland Capital
I was reading some research today and was blown away by the lack of ability by these analysts to identify what’s important.
Endless words and data. Zero insights.
Yet insight is all that matters.
And any insight can be expressed in a paragraph or two, a chart, or both.
tweet
I was reading some research today and was blown away by the lack of ability by these analysts to identify what’s important.
Endless words and data. Zero insights.
Yet insight is all that matters.
And any insight can be expressed in a paragraph or two, a chart, or both.
tweet