Dennis G - TheNextCorner @CAAccomplished
Economist (finance). Active investor since 2000, through 3 crashes. Accredited: pre-IPO stakes, Airbnb IPO exit. Investing account of DennisG (@TheNextcorner) Wallstreet Joined October 2026-
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@FindleysFinance The revenue per employee already skyrockted, and there is room to grow. I except revenue growth to accelerate next year if all AI bets will start to pay off.
“Make enough money, so that your money makes you money." The first seed is the hardest to plant. After that, patience does the heavy lifting: returns reinvested, year after year, until the orchard grows on its own.
Larry Fink just revealed the ultimate economic trap. Build data centers? Inflation from labor and material costs. Stop building? Recession, massive deficits, and money printing. Either way, the destination is inflation. There is no way out.
Larry Fink on Oct 14: a data center moratorium could mean recession. On Oct 21: not building is more inflationary, since compute is so costly. Our read, not his: build or pause, both paths carry inflation risk. Plan for the long run. Not financial advice.
Larry Fink's actual point: slowing the data center build-out would be more inflationary, because compute is so costly. Some read it as a trap where building or pausing both end in inflation. That's a view, not a fact. Plan for the long run. Not financial advice.
On a Friday $META announced the acquisition of AI data company Sundial axios.com/2026/10/23/met…
@QualCompounders ...runs to check CNN finance to learn about source.
@QualCompounders Gotcha... See what I just did there 🙃
Interview with $AMZN CEO Andy Jassy, a talk with a16z. You learn so much about their business. I'm long Amazon! There is upside potential. Business and stock tell different stories. Operating income rose ~3x (TTM $29.6B to $93.7B). AMZN total return since Jul 2021: +43% vs S&P 500 +89%. Earnings grew faster than the share price; the multiple shrank. Sources: Amazon filings, Yahoo Finance. Not financial advice
Same market, two ways to spend the day. Panic is loud; a plan is quiet. Your first bear market is part of the education. Not financial advice.
@StockSavvyShay Soo.. which ones are you buying, or hold the cash to have dry powder for shopping opportunities.
Brace yourself..
Berkshire's $365.5B of cash and T-bills is 28.9% of assets (1995-2025 median: 12.2%). Past build-ups were followed by mixed S&P results, but it's a tiny, overlapping sample, not a timing signal. It may just reflect few opportunities at current prices. Not financial advice
Back on top $AAPL
What to watch: oil's 12-month climb (+80.8%), where the 10-yr (4.95%) sits in its 3.95-5.31% range, whether equal-weight S&P keeps pace with cap-weight, and the MAGS/SOXX ratio (-35.1% in 12 mo). Not financial advice tiktok.com/t/ZTfP11fYF/
Diequilibrium @Diequilibrium
216 Followers 225 Following Equilibrium is the expectation. I bet on the exceptions. All caps, mega to micro investor. Not financial advice.
Timothy 🟢 | Panic ... @timoassi2
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. @optionscpjs
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Olivia Hayes @iammurae
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Dividend Blasters on ... @DividendBlast99
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Options_selling_with_... @optionsdcjp
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CMS Invests_ @cmsinvestzs
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The WhaleTwits privat... @WhaleTwitsElite
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David Carbutt @DavidCarbutt_
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Aswath Damodaran @AswathDamodaran
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Thierry from arvy �... @ThierryBorgeat
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Timothy 🟢 | Panic ... @timoassi
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Sh@𝘆𝐎𝐩𝐭�... @_FestivalTicket
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