Amazon laying off 14,000 corporate workers is "nothing to worry about as a recession," TheBigSkinny.com founder Lou Basenese says.

Completely agree $WULF 👇

$XBI $IBB youtu.be/Kr5nR_m-n7A?si… Impressed with Lou Basenese and his team at The Big Skinny Show 👏 Had a great time talking all things biotech and markets in an irreverent, off the cuff format while unafraid to poke fun at ourselves 🍻📈 Main points are nothing new (for

If Mike Alfred is right (again) about $CIFR 👇... That could mean they turned down the 168 MW deal $WULF just announced with their common customer for a bigger deal. Let's go!

This no recession piece from June 2023 aged well and still holds true. Happy to revisit the debate with anyone here that thinks a few layoff announcements from $AMZN $USPS etc means a recession is imminent newsweek.com/no-were-not-he…

The bubble in bubble talk keeps bubbling up this quote from Peter Lynch... “Far more money has been lost by investors in preparing for corrections, or anticipating corrections, than has been lost in the corrections themselves.”

$CLIR: Another under-valued energy & tech stock worth a look. Disclosure: I'm on board

Amazon layoffs aren’t a recession signal. They’re a margin play. Tech overhires then trims. For AI leaders in the Mag 7 it’s all about productivity. The revenue follow through will come but we’re still early.

Interesting pipeline across Ph 1 & 2 for brain cancer applications $NTHI. Will check it out KP

To play off Anthony Pompliano 🌪 comments earlier, prediction markets helpful but far from perfect signal

U.S. vs the World: No sign of this trend reversing... More capital chasing fewer stocks in the U.S. Not when public companies keep going private, per Torsten Slok @Apollo

$IREN FUD

Excited to join Varney & Co. this morning 9-10 am ET. Everyone’s obsessed with what the Fed might say. I’m more focused on what Big Tech will show. $GOOGL $META $MSFT I’ll explain why as we discuss all this and more. Tune in!

My 2 fav Humphrey B Neil quotes… "When everybody thinks alike, everyone is likely to be wrong".

$NVDA crossed $5 trillion in value, signaling a major tech trend. AI's growth is supported by strong earnings, unlike the dot-com bubble, but the hot topic is whether this is a bubble.