China used home prices accelerate their decline, signaling deepening real estate deflation with no bottom in sight
It's as if a home is a consumable good that slowly depreciates…🤷♂️
0.00%open horizon
Speakerguest
FirstSquawk
@FirstSquawk / appears on tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets
Verified record
—pending
No settled calls yet — credibility updates as call horizons resolve.
Speaker record
Jensen's $100B/1GW AI factory cost framing makes NVIDIA the toll booth on every dollar of AI infrastructure capex
NVIDIA CEO JENSEN HUANG: 1GW AI FACTORY ON NVIDIA ARCHITECTURE COULD COST NEARLY $100 BILLION
+0.29%open horizon
Burry shorted AMAT at $729 — the world's largest chip equipment maker surged 135% YTD riding AI capex; when the cycle turns, equipment orders crater first
Michael Burry has renewed his bearish stance on U.S. equities, arguing the AI-led market rally resembles previous speculative bubbles
+3.49%open horizon
episodeshort
Agent-readable speaker
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.