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SPX 6900
Joined September 2021
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be careful who you follows goes far beyond trading advice
Discord will soon make public server messages searchable on Google
The feature will be enabled by default for US adults, but users can opt out in their privacy settings
Readers added context they thought people might want to know
Missing context: only applies to messages posted after the update, in public channels of discoverable servers.
No private servers or DMs.
Indexed messages won’t show usernames or avatars.
Admins can opt out entire servers; users can opt out their own messages.
discord.com/blog/making-co…
interesting 🧐
🔥 INSIGHT: Justin Sun emerges as $PEPE’s top individual holder, with $51.25M in tokens across attributed wallets, per Arkham.
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BREAKING: China's stock market is now trailing the U.S. by the widest margin in history, as China's AI stock bubble bursts.
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to $GME longs panicking over a <20% drop from a 21mo high, on low volume and no news, to a price it was at 8 days ago
im watching china stonks around the midterm outcome
mayb dem win could wrench some shorts
China's 2008 is happening now.
Property investment in China dropped -21% YoY in the first 9 months of 2026, its largest decline for this period of the year on record.
This marks a deterioration from a -20% YoY decline in the first 8 months of 2026.
The latest drop is also significantly worse than the -16% decline recorded during the 2020 pandemic.
Property investment in China has now contracted every month since 2022, its longest declining streak on record.
For perspective, during the 2008 Financial Crisis, this figure never fell below +1% YoY growth.
China's property sector is experiencing a historic downturn.
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🇨🇳 China’s AI market has entered a severe crash, with the tech-heavy STAR50 Index dropping 40% from its July high in less than four months.
The correction has wiped out roughly $480 billion in market value.
While Western tech stocks see only minor pullbacks, the collapse in China marks the burst of what fund managers call a “speculative crazy bull” market.
📰 Reuters
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Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
