I am a UK stock market private investor. My first published book is now available to order. Search for, "How to Become a MicroCap Millionaire".
Southampton, England
Joined January 2009
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If you are going on holiday and looking for a cracking book to read by the pool, I’ve got the perfect suggestion 😉
My book has just hit 152 (4.9*) reviews on Amazon alone.
Buying the book also gets you 25% off The SharePickers Investment Club 👇
sharepickers.com/how-to-beco…
The AI Sell-Off Isn’t Over: Watch For The Canary In The Coal Mine - podcast.
audioboom.com/posts/8968714-…
A severe structural timeline mismatch is emerging between ordering chips (under one year), building warehouse shells (two years), and securing high-voltage power connections from utilities (5 to 10 years).
Because AI processors rapidly depreciate within three to four years, idle capacity burns massive capital.
Hyperscalers such as Meta, Alphabet, Amazon, and Oracle are turning free cash flow negative as capex outpaces operating cash flow, turning to expensive debt issuance.
The canary in the coal mine sits with over-leveraged neo-clouds stockpiling GPUs and hardware makers vulnerable to sudden order pullbacks.
Brent Crude Oil Futures at $117. The third highest price paid this year.
Rumours of renewed offensive against Iran is one of the reasons also lower global oil reserves and China hoarding stocks.
These are the companies laying off people citing AI for the reason and the amount of people they are making redundant. Most of lay offs have happened or will happen this year. I don’t think this is the end of it.
Dell Technologies~23,500
Oracle~21,000
Citigroup~20,000
HSBC~20,000
Amazon~16,000
SAP~8,000 – 10,000
Meta~8,000
Barclays~5,000
Microsoft~4,800
Block (Square / Cash App)~4,000
Standard Chartered~2,500 – 3,000
IBM~2,000
Intuit~1,800
Atlassian~1,600
C.H. Robinson~1,400
Recruit Holdings (Indeed / Glassdoor)~1,300
Proximus~1,200
Cloudflare~1,100
Autodesk~1,000
Ocado~1,000
Snap~1,000
Wix~1,000
ERGO (Munich Re)~1,000
ING Group~1,000
Approximate Total~149,200 – 151,700
This is the spread between French and German Bonds.
It's blowing out. Normally this spread is between 0.5% - 0.8%. It's now shot up to 1.7%.
This is a parabolic repricing of French sovereign credit risk. This crisis / intervention zone.
France’s Bond Yields have gone up by 150 bps since the start of the year and 485 bps since 2022. France’s annual debt interest payment is approaching €65 billion.
If debt interest payments were a government department it would be the most expensive apart from National Education but it’s close to becoming the most expensive department.
Their debt to GDP is now 116% way above the euro area average of 88% and far beyond the Maastricht target of 60%.
The 1992 Maastricht Treaty set out economic and fiscal benchmarks designed to ensure economic stability and discipline among European Union member states.
John Healey has reportedly drawn up plans for a tax raid on family businesses ahead of his first Budget.
If this is true, it’s just another example of Labour punishing some of the hardest workers in the UK to fund the ballooning welfare bill.
This is basically taxing the most productive parts of the economy to fund the most inefficient. It’s another policy that weakens the UK's economy.
It’s a tax on growth and undermines entrepreneurial motivation. If they do this, they will get trounced at the next general election in favour of any party that recognises and rewards hard work @JohnHealey_MP @andyburnham
Corero Network Solutions #CNS up 65% since it released its trading update which was ahead of expectations on 9th September.
Corero Network Solutions #CNS highest prices since 15th July 2025.
On 9th September they announced "FY 2026 expected to exceed market expectations"
Yesterday they announced Q3 2026 orders: up 50% to $11.1 million (Q3 2025: $7.4 million).
Intercede #IGP momentum has continued since previous post (below) - 2026 high at 141p.
Why an AI Market Crash Is Actually the Best-Case Scenario
audioboom.com/posts/8965984-…
When I watched this I was genuinely gobsmacked. My first reaction was, “This has got to be AI”. If it isn’t then this is probably the first real video that competes with the trickery of what AI could do.
If this is the result of real engineering, it is as they said in the video, “Bending the laws of physics” and truly remarkable.
Corero Network Solutions #CNS highest prices since 15th July 2025.
On 9th September they announced "FY 2026 expected to exceed market expectations"
Yesterday they announced Q3 2026 orders: up 50% to $11.1 million (Q3 2025: $7.4 million).
Greggs #GRG hits 52 weeks high.
Greggs #GRG was one of the most shorted stocks.
Watch those shorts close now! Already more than average daily volume.
Stock demand is outstripping supply. Hold onto your sausage rolls shorters!
Stock gapping up and hitting 52 week high after reporting a 20% rise in first-half profit, driven by store expansion and growth in its grocery retail business.
Funding Circle #FCH - chart seems to be recovering after recent correction.
Recent H1 Results showed:
Revenue increased by 50% to £138.2m
Profit before tax grew fourfold to £24.1m
PBT for H1 2026 exceeded total PBT for 2025 (£24.1m vs £20.3m)
FlexiPay & Credit Card transactions increased 71% to £640m
Double digit growth in revenue and profit forecast for 2027 & 2028.
Everplay #EVPL “Wardogs, the 100-player tactical first-person shooter game, has exceeded one million copies sold in day one after launching into Steam Early Access, also reaching over 340,000 concurrent players on Steam”
In 3 days time Everplay #EVPL releases Wardogs, which is a third party game. However EVPL holds exclusive global multi-platform publishing rights to it and also owns 20% equity in Wardogs’ parent company.
Wardogs just ran its final Open Beta play test over this past weekend.
All-Time Peak concurrent players were 245,118, more than doubled the peak recorded during the 21–23 August beta test window.
Wardogs ranked at #2 in the Global Top Sellers list.
This follows the release of Hell Let Loose: Vietnam, on 13th August, which is showing sales of approximately 345,000 units sold on Steam alone.
Total multi-platform sales are tracking in the ~450,000 to ~530,000 unit bracket. Because Everplay owns the IP 100%, this secures the high-margin cash intake required to underpin H2 earnings targets.
Everplay’s Interim Results are released next Tuesday on 15th September.
The share price is testing the 200 day moving average.
DYOR.
In 3 days time Everplay #EVPL releases Wardogs, which is a third party game. However EVPL holds exclusive global multi-platform publishing rights to it and also owns 20% equity in Wardogs’ parent company.
Wardogs just ran its final Open Beta play test over this past weekend.
All-Time Peak concurrent players were 245,118, more than doubled the peak recorded during the 21–23 August beta test window.
Wardogs ranked at #2 in the Global Top Sellers list.
This follows the release of Hell Let Loose: Vietnam, on 13th August, which is showing sales of approximately 345,000 units sold on Steam alone.
Total multi-platform sales are tracking in the ~450,000 to ~530,000 unit bracket. Because Everplay owns the IP 100%, this secures the high-margin cash intake required to underpin H2 earnings targets.
Everplay’s Interim Results are released next Tuesday on 15th September.
The share price is testing the 200 day moving average.
DYOR.