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Eddie M.

@eddiemush.bsky.social

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Eddie M. @eddiemush.bsky.social · Sep 25

Investors: Oh no! The market might sell off!

The market:

a man in a black vest stands in front of a group of people and says we don 't do that here

Alt: a man in a black vest stands in front of a group of people and says we don 't do that here

media.tenor.com

Eddie M. @eddiemush.bsky.social · 21h

NVDA doing everything it can to inflate the bubble.

They seem to have shrugged off the round tripping concerns. Why not? The market doesn't give a shit either.

Eddie M. @eddiemush.bsky.social · 21h

AI spending doesn't care about Venezuela.

So what, oil prices go up -- low end consumers were fucked anyways, and the high end keeping the economy afloat do not give a shit about pump prices.

Eddie M. @eddiemush.bsky.social · 22h

When Trump bombed Iran, stocks were shaky into the weekend, then ripped higher the following Monday. Why would this Venezuela thing be any different?

Eddie M. @eddiemush.bsky.social · 22h

Putting it together: META got punished for spending too much on AI. Amazon is +$300bn because companies spent more than expected on AI.

Makes sense.

Eddie M. @eddiemush.bsky.social · 1d

Tim Apple's stock is up on quarterly earnings because he successfully bribed the President of the United States to be subject to less taxes than everyone else.

Very cool economy we have here.

Eddie M. @eddiemush.bsky.social · 1d

It was a cute one-day selloff on META earnings. Back to our regularly scheduled programming tomorrow (face-ripping rallies).

Eddie M. @eddiemush.bsky.social · 1d

Dip in markets, immediate 15 point spike in the S&P. Like clockwork. They will not let this thing go down.

Eddie M. @eddiemush.bsky.social · 1d

If the stock market falls *after* a TACO, what does he do? How many more TACOs are in the cupboard?

Eddie M. @eddiemush.bsky.social · 1d

Seems like the market is trying to figure out if we are still rewarding sinking every last dollar into AI capex.

Eddie M. @eddiemush.bsky.social · 1d

Another aggressively bought dip. I guess we're fine. Keep spending those data centers!

Eddie M. @eddiemush.bsky.social · 1d

Market selling off on a Trump China TACO?? Rut roh.

Eddie M. @eddiemush.bsky.social · 1d

Market selling off on a Trump China TACO?? Rut roh.

Eddie M. @eddiemush.bsky.social · 2d

Could also be in anticipation of every tech company "beating earnings" after the bell

Eddie M. @eddiemush.bsky.social · 2d

Market going higher into the close on hawkish commentary from Powell looks like people front-running the inevitable China TACO overnight by the world's worst negotiator.

Eddie M. @eddiemush.bsky.social · 2d

Commentary is hawkish. Stocks are flat.

Eddie M. @eddiemush.bsky.social · 2d

Commentary reads quite hawkish vs market expectations imo

Eddie M. @eddiemush.bsky.social · 2d

Fully anticipating that stocks rip higher on both of these, because that's what they do.

But who would *not* get ahead of these widely telegraphed events?

Eddie M. @eddiemush.bsky.social · 2d

Might the widely anticipated Fed cut and China TACO be sell the news events?

Eddie M. @eddiemush.bsky.social · 2d

*Khal Drogo voice* a crown for a King

Eddie M. @eddiemush.bsky.social · 2d

Crypto is getting wrecked. Given the US economy is being held afloat by the wealth effect, maybe at some point there's a spillover effect to stocks?

Eddie M. @eddiemush.bsky.social · 2d

Wow. Couldn't be any more clear.

Kyle Griffin @kylegriffin1.bsky.social · 2d

Breaking on MSNBC:

Two federal prosecutors have been placed on leave at the direction of the White House after filing a sentencing memo seeking 27 months in prison for a pardoned Jan. 6 rioter who brought illegal guns and ammunition to President Obama's house in 2023.

Eddie M. @eddiemush.bsky.social · 2d

Might the widely anticipated Fed cut and China TACO be sell the news events?

Eddie M. @eddiemush.bsky.social · 2d

It took more time than it should have, but everyone has now learned how to play him.

Reuters @reuters.com · 3d

South Korea to award Trump its highest medal, gift him a golden crown reut.rs/4hxKWpL

South Korea to award Trump its highest medal, gift him a golden crown

South Korea will welcome U.S. President Donald Trump on Wednesday with a replica gold crown and award him with the "Grand Order of Mugunghwa", the country's highest decoration, the presidential office said.

reut.rs

Eddie M. @eddiemush.bsky.social · 2d

Summary of earnings reports thusfar:

The US economy is trash for 80% of Americans. Here's why you should keep buying stocks at all-time highs.

Eddie M. @eddiemush.bsky.social · 3d

But I get it. This market just says to buy every trade TACO. Trump is going to get rolled in every trade negotiation but every taco is a good taco, per this market.

Eddie M. @eddiemush.bsky.social · 3d

Stocks are all up on this.

But... isn't giving China's AI companies equal footing to the US net negative for everyone (except NVDA)?

Carl Quintanilla @carlquintanilla.bsky.social · 3d

#SuperDuper

@cnbc.com $NVDA
www.cnbc.com/2025/10/29/t...

Eddie M. @eddiemush.bsky.social · 3d

Here's the inevitable result of all those shitty public crypto treasury companies: selling crypto as the massive premiums have turned into discounts.

Huge headwind for crypto going forward.

www.prnewswire.com/news-release...

ETHZilla Sells Approximately $40mm ETH to Facilitate Stock Repurchases

/PRNewswire/ -- ETHZilla Corporation (Nasdaq: ETHZ)("ETHZilla" or the "Company"), a technology company connecting traditional finance and decentralized...