Latest posts from @zerohedge on X (Twitter)
What they post about
The account primarily focuses on financial market analysis, highlighting trends and developments in technology investments. It discusses the impact of inflation on the economy and features news related to venture capital deals. Additionally, the account covers specific issues within the data center sector, particularly concerning debt trends. Overall, it provides insights into the intersection of finance and technology.
Recent posts
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Post Highlights Concentration in AI Spending
A shared headline claims that 1% of companies account for 80% of spending on OpenAI and Anthropic, and that this spending has stalled. The post provides no supporting figures beyond the linked headline.
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Post Asks What Drives S&P Earnings Growth
The post raises a question about the sources of S&P earnings growth and links to further material. It offers no figures or conclusions in the caption.
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Dell reportedly sees a worsening memory crunch
Says Michael Dell expects the memory shortage to worsen, citing The Wall Street Journal. The post adds a sarcastic remark about financing laptop purchases but gives no price or supply forecast.
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Warsh Links Inflation Fight to AI Economic Shock
A post says Warsh has pledged to curb inflation while describing AI as a potential shock to the economy. It closes with a skeptical question about whether the Federal Reserve could address a shortage of memory chips.
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Taiwan Touted as Signal for Stock Market Peak
The post argues that developments in Taiwan may offer a better clue to the timing of a stock market peak than movements in U.S. Treasury bonds.
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29 more posts indexed for @zerohedge — they go out in the digest.
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