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Market Cracks Under AI Debt Burden | The Weekly Wrap

Steve Eisman examines AI data-center debt, CoreWeave's tech correction and agentic AI's effect on banks as earnings season begins.

CRWV $34BBAC $377B

Steve Eisman 4h ago 4 clicks

28h ago CRWV $34B

Is The Market Turning The Page?

WHAT ARE WE DOING? “Contrarians At The Gate” 50 clicks

30h ago APP $88B

AppLovin Deep Dive

Speedwell Research 22 clicks

From X

@KEDM_COM 1h ago

KEDM.com on X

A company that is not having a good time is the recent spin-off, Honeywell Aerospace $HONA, which is still not recovering from the poor set of results. A reminder that these guys are targeting 6-8% organic growth through 2030, with EBIT and FCF growing faster than revenue. The business combines leading OEM positions with a large aftermarket franchise, including the #1 position in APUs (~65% share) and the #2 position in avionics. Cheaper than its peers, but for a reason? That's why it's interesting to see the first insider buying shares on the open market.

@hkuppy 2h ago

Kuppy on X

Back in 2002, I remember that you could go on eBay and buy new $CSCO equipment, still in the box, for 10c on the dollar from internet startups that were getting liquidated. I figure that GPUs trade at similar levels in 2 years… https://t.co/aqj1LlBRV0

@aleabitoreddit 3h ago 2 clicks

Serenity on X

Just some words of emotional support for your SK Hynix, $SNDK, $MU fanclub. $DELL CEO on memory, suggested: "It's a 4 year problem because there's just not enough supply" Factories take about 4 years to build, meaning new production would emerge 2029 or 2030. and that semiconductor shortages could worsen in 2027 stating: "I do think it gets worse next year in terms of demand and supply". I think it's strange we're getting unprecedented forward visibility with memory... as $GOOGL and richest hyperscalers seek LTAs into 2035. And a major sector crash as well over durability/financing concerns.

@leevalueroach 4h ago 2 clicks

Lee Roach on X

Target has been completely liquidated of every single Pokemon card and they put up this sign. I’m standing and watching this area and there have been dozens of grown me. Come into your look for Pokemon cards. Market sleeping on GameStop $GME with their entire thumb up their ass. https://t.co/9iA5sovJ8Q

@hkuppy 4h ago 1 click

Kuppy on X

Where were the signs..?? $CRWV https://t.co/YEEG8BJ02p

@stockgutter 4h ago

SG on X

in the spoon-bending world, today was more Amazing Randi than Uri Geller $BSP https://t.co/tYdep4viNo

@stockgutter 7h ago

SG on X

agree this stand the next few days is pivotal for $RTY $IWM https://t.co/mA1V6mYYrZ

@TidefallCapital 7h ago 1 click

Trevor Scott on X

$NVDA will just step in with some new capital to $CRWV. Not a good look having this bleed out..

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