@nipacrand

Dad, Small business owner, Beer lover, Semi-retired

Joined February 2014
  • Tweets564
  • Following656
  • Followers85
66Media
Lot of mixed signals - lot of potential catalysts over the next 30 days. Could be sharp either way.
Neil Sethi NEW account
@neilsethinew2h
Even with the Nasdaq up 1.2%, the number of new 52-week highs has fallen to the least since the week of liberation day.
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If Google changes maps for this I'm literally selling my stock
unusual_whales
@unusual_whales1h
BREAKING: President Trump is calling for New Mexico to be renamed New America, effective immediately.
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Nipacrand retweeted
Meb Faber
@MebFaber3h
Over-Earning, but Not an Earnings Bubble via @GoldmanSachs
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This fine specimen of humanity is 100% grade A "central casting"
Polymarket
@Polymarket5h
BREAKING: Longtime Trump aide Steven Cheung soars +1,100% in the odds of becoming the next White House press secretary. 6% chance.
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This is a super interesting thread.
Don Wilson
@drwconvexity5h
Replying to @silicondata @TheStalwart @tracyalloway
The crunch spread has tightened from extremely wide levels (free money to load open source models on GPUs and sell tokens) to much tighter levels. While many describe this graph as proof of Jevon’s paradox (not an unreasonable interpretation) a tightening crunch spread is probably a better description.
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Community note was completely wrong stating no record exists, but I'm glad MS can clear it up...maybe they should include a note explaining the cut in their research next time.
P Equity Research 📰
@pequityresearchOct 18
Morgan Stanley has revised AMD's GPU demand forecast for 2026-2030 from 14.1 million units to 8.0 million units, or -43.3%, while keeping Nvidia's the same. $AMD $NVDA
Readers added context they thought people might want to know
There is no record of Morgan Stanley issuing this report on Oct 14, 2026, and no major financial media has reported these figures. The attached chart is not in Morgan Stanley's official format and contains a basic math error (14.1M minus 8.0M is a 6.1M decrease, not 5.9M). marketbeat.com/stocks/NASDAQ/…
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Trillion $ market cap companies trading like shitcoins
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Back up the truck boys
Jim Cramer
@jimcramer7h
If you want to buy the stocks that opened up way to high, maybe buy a 1/4 of what you wanted?
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Reasonable volume on SOXX, holding strong
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oooooh
OpenRouter
@OpenRouter9h
Stealth model reveal 🐰 Space Bunny was OpenRouter’s #1 model for 10 straight days, processing 56.7T tokens! The most of any stealth model we’ve run. Space Bunny hopped off OpenRouter on Oct 5. It's back today as @MiniMax_AI's M3.1 Flash, and it's free for the next 72 hours.
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"Put it all on black" Monday
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This is when I hate going to bed, just want to watch the green candle, but gotta get my beauty rest. Still anxious
Nipacrand@nipacrand22h
It always makes me a bit nervous when futures on a Sunday night grind higher so steadily. T-minus Asia open.
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It always makes me a bit nervous when futures on a Sunday night grind higher so steadily. T-minus Asia open.
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I am so sick of the spam on this website. The join my private trading groups Schtick is so dumb. Some morons must fall for it or why would they do it.
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Nipacrand retweeted
Anna Wong
@AnnaEconomist23h
AI contribution to pce inflation has peaked? Our (with @tdurie95) latest @TheTerminal blinks.bloomberg.com/news/st…
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I'm going to have nightmares about head in a jar
Odyssey
@odysseymlOct 17
We placed the fruit fly brain inside Odyssey-3, a frontier world model. The lil’ guy is now flying around totally imagined, simulated worlds all by itself 🫶
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Interesting
Gregory Brew
@gbrew24Oct 18
🤔
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AI infra financing 2026 (YTD) vs 2025: Huge jump in HY issuance ($50bn vs $14bn). No surprise there. But also a pick-up in lev loan issuance ($17bn vs $2bn). Source: Pitchbook
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I hate this so much. Not to dismiss gentrification and rising rates in certain areas, but it's like that quote "Libertarians are like house cats. Completely dependent on a system they neither understand nor appreciate and fiercely confident of their own independence."
POLITICO
@politicoOct 18
“I’m old. I’ve paid my home off,” said Ray Warner, a 72-year-old Akron resident. “Why would I pay property tax?” Across the country, homeowners are asking the same question and revolting against property taxes at a scale not seen in a half century. politico.com/news/magazine/2…

Do You Really Own Your Home? A Tax Revolt Says No.

The argument that property taxes make Americans renters in their own houses has fueled the biggest anti-tax uprising in half a century, and local governments are scrambling.

politico.com
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