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Tweets/Bluesky
Amazon P/E: 29x
Walmart P/E: 46x
Costco P/E: 54x— Ed Elson (@edels0n) February 9, 2026
YTD, 60% of S&P 500 shares are outpacing the index, in comparison with lower than 35% in every of the earlier three years. @truist @soberlook https://t.co/EGLX7QmA3x pic.twitter.com/SzZxXgrzdj
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) February 5, 2026
$DIA main all flows on Friday because the Dow Jones hits ATH and is operating laps round SPX this yr. This index is equiv of a rotary telephone, price-weighted, invented when Grover Cleveland was POTUS, but it surely might be completely located for 2026’s fairness rotations. Good observe on this… pic.twitter.com/Yt87iSTeqe
— Eric Balchunas (@EricBalchunas) February 9, 2026
h/t @MichaelKantro for this: iShares Expanded Tech-Software program Sector ETF (IGV) and Bitcoin seem like twins pic.twitter.com/dgD3wuutkm
— Alexandra Semenova (@alexandraandnyc) February 5, 2026
GS basket of most shorted shares jumped by 8.8% on Friday … greatest day since April 2025 and among the best days within the post-pandemic period pic.twitter.com/RjeZcxwYTG
— Kevin Gordon (@KevRGordon) February 9, 2026
BofA: Hyperscalers’ capex as % of working money was 65% in 2025, anticipated to be practically 90% In 2026
It was 40% from 2017-2023 pic.twitter.com/KfldLRfZu2
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) February 8, 2026
$314B of incremental CapEx spend in 2026 steering from the Huge 5.
That is +1% level of GDP development from and >2% of whole US GDP from 5 corporations. pic.twitter.com/vOjrUX0uDy
— Matt Vinson (@mattmvinson) February 5, 2026
Wild inflows to sectors exterior of expertise this yr
“Sector funds excluding Tech have seen a file $62bn in inflows within the first 5 weeks of the yr. To place that in context, that’s greater than they noticed in all of 2025 (simply over $50bn)” –DB
— Gunjan Banerji (@GunjanJS) February 6, 2026
h/t @MichaelKantro for this: iShares Expanded Tech-Software program Sector ETF (IGV) and Bitcoin seem like twins pic.twitter.com/dgD3wuutkm
— Alexandra Semenova (@alexandraandnyc) February 5, 2026
I’ve now seen a number of massive crypto accounts saying that is the worst sentiment they’ve ever seen.
And we aren’t even in a recession. Can’t think about what can be taking place if shares have been crashing too https://t.co/YDWWQF17Nd
— Nick Maggiulli (@dollarsanddata) February 5, 2026
Why is a $3M dwelling a standing image however a $3M portfolio is not?
How can somebody worth “wanting rich” over having extra monetary freedom?
Makes zero sense.
— Nick Maggiulli (@dollarsanddata) February 5, 2026
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