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Craig Rodgers Profile
Craig Rodgers

@CraigRodgersms

Followers
992
Following
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Statuses
1K

Clouds are fun, as are global events. Still figuring out some of the nuances of product.

Northern Ireland
Joined October 2017
Don't wanna be here? Send us removal request.
@leadlagreport
Michael A. Gayed, CFA
3 days
Goodnight XRP army. Time to learn how to be the man. I wrote this song. It's yours now.
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@christyoverflow
Christy Lam
6 days
Building a sleep wearable that reads your brain and optimizes sleep in real time @elysiuslabs If this sounds interesting, would love to connect :)
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@CraigRodgersms
Craig Rodgers
9 days
2026 is going to be the year of AI segmentation, just like the year of VDI :D
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@CraigRodgersms
Craig Rodgers
9 days
Great insights:
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@Ric_RTP
Ricardo
9 days
Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about
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@boomsupersonic
Boom Supersonic
14 days
Introducing Superpower, a natural gas turbine by Boom that delivers reliable energy to AI data centers while accelerating the return of supersonic passenger travel.
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@CraigRodgersms
Craig Rodgers
14 days
1.21 Gigiwatt!
@bscholl
Blake Scholl 🛫
14 days
A new product, a new customer, a new financing! Introducing Superpower: a 42MW natural gas turbine optimized for AI datacenters, built on our supersonic technology. Superpower launches with a 1.21GW order from @CrusoeAI Backstory 🧵👇
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@TrendSpider
TrendSpider
26 days
what if this is the real bubble
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@PolitlcsUK
Politics UK
28 days
🚨 NEW: The Government is set to scrap trial by jury for most cases Only murder, rape, manslaughter and a few public interest cases will go to a jury, while all other cases will be decided by a single judge [@thetimes]
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@KobeissiLetter
The Kobeissi Letter
1 month
Institutional investors are deploying cash: The cash allocation of global managers fell another -0.1 percentage points in November, to 3.7%, the lowest in 15 years. Cash levels have remained at or below 4% of AUM for the 5th consecutive month. Cash levels of 3.7% or lower have
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@KobeissiLetter
The Kobeissi Letter
1 month
There it is, in the opposite direction: No headlines, no new information, yet the S&P 500 surges +100 points in 50 minutes. That's +$800 BILLION in market cap. But why? Because the herd is now moving in the opposite direction. The "AI is a bubble" crowd briefly just switched
@KobeissiLetter
The Kobeissi Letter
1 month
WHY are markets crashing? Our logical explanation: There is quite literally only ONE headline that can even be partially blamed for such a sudden market crash. At 11:20 AM ET, the US Labor Department said the November and October employment "situation" will be released on
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@CraigRodgersms
Craig Rodgers
2 months
@CryptoNobler A Wyckoff distribution, again.
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@KobeissiLetter
The Kobeissi Letter
1 month
Percentage Decline From Record High: 1. Oracle, $ORCL: -44% 2. Palantir, $PLTR: -30% 3. Meta, $META: -27% 4. AMD, $AMD: -27% 5. Tesla, $TSLA: -22% 6. Netflix, $NFLX: -22% 7. Nvidia, $NVDA: -19% 8. Amazon, $AMZN: -17% 9. Microsoft, $MSFT: -16% 10. Broadcom, $AVGO: -15% Many of
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@MarioNawfal
Mario Nawfal
1 month
🇬🇧 BRITAIN’S DRAGONFIRE LASER WAGES WAR ON DRONES Meet the UK’s high-power DragonFire laser system in action, engaging high-speed drones off the coast of Scotland and tracking targets beyond the horizon. The trials were just the beginning. The UK’s Ministry of Defense has
@MarioNawfal
Mario Nawfal
1 month
🇬🇧 UK ROYAL NAVY GOES FULL SCI-FI: $413M DRAGONFIRE LASER CONTRACT TO ZAP DRONES Britain leveled up its sea defenses with a massive $413M deal to MBDA UK for DragonFire lasers, high-energy beams that fry drones for pennies (literally $12 per zap) vs. million-pound missiles.
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@KobeissiLetter
The Kobeissi Letter
1 month
Investors are selling crypto funds at a record pace: Crypto funds saw -$2.0 billion in outflows last week, the largest since February. This also marks the 3rd consecutive weekly sale, bringing the total to -$3.2 billion. Bitcoin led the outflows at -$1.4 billion, while
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@KobeissiLetter
The Kobeissi Letter
1 month
Absolute insanity: Nvidia, $NVDA, has gained $450 billion AND lost -$600 billion over the last 54 hours. That's a swing of over $1 trillion of market cap, or $19 billion PER HOUR for the last 54 hours straight. These are not "fundamental" price moves. This is sentiment based.
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@TrendSpider
TrendSpider
1 month
$COST hasn’t had a red November since the GFC in 2008. Currently down -1% this month. One week left to save the streak.
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@TrendSpider
TrendSpider
1 month
$META now trading at 20x earnings. Lowest multiple in big tech.
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@leadlagreport
Michael A. Gayed, CFA
1 month
Fantasy vs Fundamentals: Jay Hatfield on Tech Valuations, Fed Cuts, and the Rotation into Income
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@KobeissiLetter
The Kobeissi Letter
1 month
BREAKING: The US Labor Department announces that the October CPI inflation report has been CANCELLED.
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