DecepticonsP2P

The night Big Tech lost the markets’ unlimited line of credit
The psychological trigger for this turning point began to take shape last night with the release of Amazon and Intel’s quarterly results, adding to the earlier impact of Alphabet and the defining case of Microsoft. Let’s examine the latter closely, as it perfectly encapsulates the schizophrenia currently dominating investor sentiment on Wall Street. Microsoft reported objectively impressive operating figures: its key cloud division, Azure, recorded year-over-year growth of 48%, comfortably beating even the consensus’s most optimistic forecasts, while operating cash generation remained at enviable levels.

However, during the conference call with analysts, management dropped a bombshell, announcing that despite such ample internal liquidity, the company plans to turn to international debt markets to raise another $25 billion in external financing, primarily to accelerate the construction of data centers. The market’s response was swift and merciless: the stock went from being rewarded with notable gains in overnight trading to suffering a severe sell-off. The message from major capital allocators is crystal clear: the market is no longer willing to finance unlimited CapEx expansion through leverage when the tangible monetary returns from generative AI are still projected to lie far off on an uncertain horizon. $MSFTB $AMZNB $GOOGLB

Wall Street analysts are advising their clients to buy the dip after the Binance exchange hack, and Bitwise chief investment officer Matt Hougan expects BTC's price to recover soon. $ADA $BTC $ETH

Now, guys, the US is buying back tech stocks. A lot of money will flow in before the market closes, so Trump can look like a winner 🔥

$NEAR I buy bought bought

Everyone is talking about this crypto on Binance, it has potential $ROBO 😸🤪

humor 😂😂😂 $BNB

Coinbase plunges in the US $COINB

The crypto that's attracting the most attention on Binance $ROBO 😸

$GOOGL that the tech bubble burst? What does that mean? 🧐

AI, couldn't you deposit a million of $ into my account? You're mean 😭😭😭

Hackers are using AI to rob the entire planet as if it were a game. Well, the bad news is, AI hasn't started playing with nuclear weapons.

"We're going to win."
$IRYS $JCT $NEAR

"We're going to win."
$IRYS $JCT $Q

Guys, this is Google, a $4 trillion stock that fell 8%. It’s doing worse than $IRYS and $JCT 🤣🤣🤣

If I had to choose only 3 coins to study ahead of the next market cycle:
$IRYS —
$JCT —
$JASMY —

Ven! $BTC $JCT $ZEC

$BTC How much longer do you think this Bitcoin support is going to last?

I think it doesn't have much time left... 📉🫠

$JCT an unknown person injects 100 trillion dollars into this crypto

🚨 BIG MOVE BY THE U.S. TREASURY 🇺🇸
The U.S. Treasury is set to buy back up to 6,000 MILLION DOLLARS in government debt, the same amount as last week, because no country bought it 🤣🤣🤣 what a joke 🤣🤣 $BTC

$IRYS $JCT 🇺🇸 KEY WEEK FOR THE MARKETS

The coming days will be shaped by decisions and macroeconomic data that could trigger sharp market moves.

📅 TUESDAY 27: Consumer confidence and durable goods orders.

📅 WEDNESDAY 28: FED rate decision and Kevin Warsh's speech.

📅 THURSDAY 29: U.S. GDP and PCE inflation.

📅 FRIDAY 30: Labor costs.

WATCH FOR VOLATILITY IN BTC, ETH, AND THE REST OF THE CRYPTO MARKET.