Animal Spirits: Is AI over trading?
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Tweets / Bluesky
Totally agree.
Sam Altman Altman’s $1 trillion investment commitment changed the AI investment landscape. The market is skeptical now.
It surprisingly makes the IPO difficult for them.
It may also have ended any chance of a 1999 style meltdown.
– Gavin Baker (@gavinsbaker) November 15, 2025
If you invested in the Nasdaq high in March 2000, it would be about 18 years before it would happen again: 15 years before the index reached the same point, and another 3 for inflation.
– Paul Graham (@Paulg) November 13, 2025
Tech bonds have been hit hard of late as debt traders begin to wonder if they’ve been left behind by the enthusiasm for stocks. Oracle’s $ 3.5 billion of 30-year debt issued in September was 8% from the top of October. pic.twitter.com/s3exn7iqfs
– Lisa Abramowicz (@lisaabramowicz1) November 13, 2025
An interesting trend we’re seeing at Stripe: US startups are pulling ahead of their peers elsewhere.
These charts show the revenue growth of software startups in each region. Startups in the US often grow faster than those elsewhere. However, starting in mid-2023, US … pic.twitter.com/fwp6yutuy9
— Patrick Collison (@patrickc) November 3, 2025
To me then, to me now. Oh well.
It worked. It will work pic.twitter.com/vaordnav8d— Cassandra Untaught (@michaeljburry) November 12, 2025
The Trump administration is preparing tariffs on goods from countries beyond those that have reached trade deals with the US in an effort to take down tariffs. @Anaswanson @tylerpager me
– Maggie Haberman (@Maggienoyt) November 13, 2025
Brad Gerstner: “AI is still very unpopular in America”
“Silicon Valley is losing the battle around AI.”
“Doomers are now scaring people out of jobs. They think all these job cuts happening in America are the result of AI.”
“And number two, see… pic.twitter.com/adkc2kkfsc
– The All-in All-in PODcast (@theallinpinpod) November 8, 2025
19 stocks fell 30% + in days of response received in these periods compared to 14 that gained 30%.
Here is a list of both lists: pic.twitter.com/kkfg0wo05c
– Bespoke (@Bespokeinvest) November 14, 2025
Sometimes computers stop compiling. What lesson do you take from this? pic.twitter.com/i8yzqvvqxqvqx
– Long Equity (@Long_eaquity) November 15, 2025
Just checked and yes $ Bit now Harvard’s largest position in its 13F position and the largest position increase in Q3. It’s rare/hard to find bite power in an ETF- esp a Harvard or Yale, as good as proven as an ETF can get. That said, half a billion is… pic.twitter.com/yw0trcd1ad
– Eric Balchunas (@acrecbalchunas) November 15, 2025
This is an average, not a Median age, but the New York Fedd finds that first-time homeowners will be younger* in 2024 than in the 2000s. I haven’t moved on average in almost 20 years.
h / t @Mossessertstein pic.twitter.com/6qtzoybckkkk
— Connor O’Brien (@cojobrien) November 12, 2025
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