Trader Brian Jones retweeted
Elon just said that most neoclouds will eventually die.
And we might already be seeing it play out.
Even if AI is the biggest tech revolution of our lifetime, that doesn't mean every company building AI infrastructure will survive.
Some will thrive. Many will struggle. Most will be liquidated.
And we've seen this before during the internet boom.
The internet changed the world, but plenty of companies that built the infrastructure went bankrupt along the way.
This time won't be different.
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Trader Brian Jones retweeted
I don't think this is the #AI Crash.
This is just a Big Oct Drop.
The market should bounce back fast after Oct.
When #AI crashes.
It's going to be very bad.
There could be a 30%-50% market drop.
Like when the Market dropped in 2000 when the Internet Bubble popped.
But no one knows exactly when that will happen.
Most likely in spring 2027 at the earliest.
Trader Brian Jones retweeted
So a lesson to be learned from this weekend.
-Perps are not accurate
-Perps are a form of manipulation
-When X is fearful, you should be bullish
-Just because everyone is saying something doesn’t mean it’s true/going to happen.
The market CLOSES on Friday and OPENS on Monday.
Trader Brian Jones retweeted
🚨 NEXT WEEK COULD BE BRUTAL FOR THE U.S. STOCK MARKET.
Wall Street is already under pressure from rising inflation, surging bond yields, and growing concerns about the AI debt boom.
And several major events next week could trigger even more volatility.
MONDAY: U.S. markets reopen amid rumors of a major AI fund blowup, although no collapse has been confirmed.
TUESDAY: ADP employment data and U.S. housing data. Weak numbers could raise fears of an economic slowdown just like 2007-08.
WEDNESDAY: U.S. oil inventory data and a $13 BILLION 20-year Treasury auction. Weak bond demand could push yields even higher, while low inventory data could pump oil prices, making the inflation situation worse.
THURSDAY: U.S. jobless claims and mortgage rates. More signs of weakness could increase recession concerns.
FRIDAY: S&P Global Manufacturing and Services PMI. This will show whether business activity is slowing while inflation pressures remain high and bond yields hit multi-decade highs.
And all of this is happening a week before the Fed's October 27–28 meeting.
With inflation rising, bond yields above 5%, and AI stocks already under pressure, next week could bring another major market selloff.
Trader Brian Jones retweeted
🚨 BREAKING :
🇺🇸 Insiders non-stop dumping all risk assets ahead of U.S. markets close.
Every transaction selling millions.
Do they know something ?
Trader Brian Jones retweeted
I think once we get out of Oct the market will do well.
January will tell us a lot and the next big drop could come in the spring the earliest.
#AI bubble will eventually pop and that will cause a big drop.
History shows you then buy and have a 100% chance of making a lot of $!
Trader Brian Jones retweeted
You get bounces every time but that may only help the short term traders.
Crashes usually happen in late October so holding here for the next 2 weeks could be risky.
Trader Brian Jones retweeted
Lets hope we get that Oct crash in the next 2 weeks.
Then I BUY BUY BUY like a MF and hold to January.
Trader Brian Jones retweeted
Theres 12 trading days left in October.
If there's going to be a big drop it should happen on
OCT 22, 23 & 25.
Trader Brian Jones retweeted
Tech stoicks have been dropping since Oct 6.
Some have dropped very heavy since.
But S&P was only down 1% today.
There could be bigger drops than that in the next 2 weeks.
Trader Brian Jones retweeted
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Trader Brian Jones retweeted
Lmao I didnt see @tradingview getting canceled coming in 2026 💀
Bout to get rid of my subscription coming next month. What alternatives do people use?
Trader Brian Jones retweeted

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Trader Brian Jones retweeted
Last night I saw stock futures bouncing higher what do I do?
Well when the market rebounds so does gold so I jump into the $UGL.
Then I buy so many stocks cheap that dropped heavy yesterday.
I know $INTC , $SKHY, $AVGO and $SMCI they usually pop too when $NVDA ( Leads the market higher) does.
I jump into $ORCL becuse it didn't rebound yet.
I make $CRCL my sure thing be
cause it made a big drop yesterday.
I jump into $SPCX etc .














