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Dvolatility (@Dvolatility) profile picture

Dvolatility

@Dvolatility

Geriatric millennial. Macro, value & technical observer. I invest in agency mREIT & CEF preferred stocks & baby bonds. I also screen for value stonks for fun.🍷

 Metro Detroit
Joined September 2008
  • Tweets77.5K
  • Following105
  • Followers8.4K
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Photo by Dvolatility (@Dvolatility)Photo by Dvolatility (@Dvolatility)Photo by Dvolatility (@Dvolatility)Photo by Dvolatility (@Dvolatility)Photo by Dvolatility (@Dvolatility)Photo by Dvolatility (@Dvolatility)Photo by Dvolatility (@Dvolatility)Photo by Dvolatility (@Dvolatility)Photo by Dvolatility (@Dvolatility)Photo by Dvolatility (@Dvolatility)
Dvolatility retweeted
Barchart (@Barchart) profile picture
Barchart
@BarchartNov 5
Semiconductor Stocks now trade at their widest discount relative to the S&P 500 since 2018 🚨 🚨
Image from Barchart (@Barchart)
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Dvolatility retweeted
Barchart (@Barchart) profile picture
Barchart
@BarchartNov 6
Berkshire Hathaway is now sitting on a staggering $365 Billion in cash, enough to buy 472 companies in the S&P 500 🚨 🤑
Image from Barchart (@Barchart)
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LLOYD IS TWEETING
Lloyd Blankfein (@lloydblankfein) profile pictureLloyd Blankfein
@lloydblankfeinNov 5
US industrial capacity has been eroding for decades, and with it the fortunes of our middle class and to an extent, our national security. Data center development and our leadership in AI can reverse that trend, finally. Current hysteria to block all projects everywhere is a gift to China.
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Dvolatility retweeted
Nishant Kumar (@nishantkumar07) profile picture
Nishant Kumar@nishantkumar07Nov 5
I have covered hedge funds for nearly 16 years, and I can't remember a day like today. Here's what happened in the space of about ten hours:
Image from Nishant Kumar (@nishantkumar07)
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You don’t see this every day. A ‘mystery seller’ is looking to dump $500 million of data center loans tied to operators including Vantage and CyrusOne in a rare auction. Wall Street is questioning if revenue justifies spending as market skepticism on the AI buildout takes hold.
Image from JUNK BOND ANALYST 👻 (@junkbondanalyst)
Image from JUNK BOND ANALYST 👻 (@junkbondanalyst)
Image from JUNK BOND ANALYST 👻 (@junkbondanalyst)
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Dvolatility retweeted
zerohedge (@zerohedge) profile picture
zerohedge
@zerohedgeNov 5
Data center CDS hits all time high, above 500. Points upfront soon
Image from zerohedge (@zerohedge)
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Dvolatility retweeted
Unicus (@UnicusResearch) profile picture
Unicus
@UnicusResearchNov 6
BREAKING 🚩🚩🚩 KOSPI index is halted at -9%, again.
Image from Unicus (@UnicusResearch)
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Bespoke (@bespokeinvest) profile picture
Bespoke
@bespokeinvestNov 5
Asian Financial Crisis Russian Debt Default Dot-Com Bust 2008 Financial Crisis Covid Crash Those are the only other periods since 1994 when semiconductors fell at least 17.5% in five days.
Image from Bespoke (@bespokeinvest)
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SOX is not the picture of health.
Image from Mark Ungewitter (@mark_ungewitter)
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Marco Rubio realizing he has to update his pronouns to survive the next 2 years
Image from Not Jerome Powell (@alifarhat79)
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Dvolatility retweeted
Barchart (@Barchart) profile picture
Barchart
@BarchartNov 4
Semiconductor Stocks now falling decisively below their 200-day moving average 📉 📉
Image from Barchart (@Barchart)
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👀
Carl Quintanilla (@carlquintanilla) profile pictureCarl Quintanilla@carlquintanillaNov 4
$CAT red for 2026. On June 30, it was up 86%.
Image from Carl Quintanilla (@carlquintanilla)
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Freight market conditions are deteriorating, suggesting the consumer segment of the economy is far weaker than the official data. This is supposed to be peak season, but truckload rejections are falling when they should be going up.
Image from Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley)
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ELLIOTT: “.. At present, virtually every alarm bell warning of a substantial bear market ahead is ringing.” @WSJ @JohnSpall247 wsj.com/finance/investing/he…
Image from Carl Quintanilla (@carlquintanilla)
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Dvolatility retweeted
Walter Deemer (@WalterDeemer) profile picture
Walter Deemer
@WalterDeemerOct 30
Image from Walter Deemer (@WalterDeemer)
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@jason (@Jason) profile picture
@jason
@JasonOct 31
Stop!
PsyopAnime (@PsyopAnime) profile picturePsyopAnime
@PsyopAnimeOct 30
Jim Cramer is a legend
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Here is the link where I made the case last week that beneath the surface the October 6, 2026 record close in the S&P 500 looks more like the March 2000 top than any other record high since 1980. michaeljburry.substack.com/p…
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This is fake news.
Shay Boloor (@StockSavvyShay) profile pictureShay Boloor
@StockSavvyShayOct 28
Michael Burry just laid out a long case for $META arguing that hyperscaler AI spending could lift its implied AI-services margins by ~10%. Pretty interesting coming from someone who's been so critical of AI spending boom and is now pointing to where those investments could actually pay off.
Image from Shay Boloor (@StockSavvyShay)
Image from Shay Boloor (@StockSavvyShay)
Readers added context they thought people might want to know
Michael Burry has not laid out a long case for $META or suggested hyperscaler AI spending will pay off. His analyses warn of risks from trillions in off-balance-sheet commitments by hyperscalers including Meta plus accounting that may overstate earnings. x.com/michaeljburry/… cnbc.com/2025/11/11/big… finance.yahoo.com/technology/ai/…
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Dvolatility retweeted
Elon Musk (@elonmusk) profile picture
Elon Musk
@elonmuskOct 25
Replying to @chamath
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.
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Dvolatility retweeted
Jim Paulsen (@jimwpaulsen) profile picture
Jim Paulsen@jimwpaulsenOct 25
On Friday, I had the great privilege of joining @BrookeDiPalma from @YahooFinance for a quick interview. We covered a lot of ground surrounding the increasingly inconsistent stock market. Please take a listen. PaulsenPerspectives.Substack… youtube.com/watch?v=wldMfxic…
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