Serial Founder | 26+ yrs scaling Celebrus. Now building the next era of MarTech with an incredible team @ https://teapaw.org/t.co/q1gjVl1PyU. Stay tuned!
England, United Kingdom
Joined April 2011
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Perfectly summed up!
Why is the stock market getting NUKED right now?
Google -12.6%, Amazon -7%, Intel -25%, Nasdaq futures down 2%+... and it's happening after these companies posted some of the best cloud growth we've EVER seen
Here's what you need to know as an investor:
1. Google missed on revenue and EPS, search growth slowed to 12%, and free cash flow came in at NEGATIVE $9.07B after $51.4B of capex in a single quarter. The stock had its worst day in 20+ years and lost about $500B in value
2. Amazon piled on last night. AWS grew 39% (fastest in nearly 5 years) and Amazon posted its highest operating margin ever... but trailing 12-month free cash flow went to NEGATIVE $42.4B, from +$14.8B a year ago. And it signaled capex goes UP again next year
3. Intel finished the job. Weak Q4 guide, a PC slump, and a warning that it'll burn cash this year. Stock -25% premarket, dragging every chip name down with it.
One thing to note from all of this:
Nobody is worried about AI DEMAND. Demand is the one thing every company confirmed. Google Cloud more than doubled, Azure grew 48%, AWS is accelerating and still can't build capacity fast enough
So to be clear, demand is NOT the issue. Any bear who's focused on demand should be muted, they are out to lunch
The fear right now is the BILL
The 4 big hyperscalers free cash flow was -$26B combined. 3 of the 4 are now spending more than their businesses bring in
So they're borrowing more and more to fill that gap. Amazon's long-term debt went from $66B to $173B in just 9 months
These companies used to be the biggest cash machines on earth, buying back their own stock. Now they're issuing bonds to keep building. THAT'S the shift the market is repricing and struggling to wrap their head around... even though FCF is expected to go positive by the end of next year, and significantly higher into 2028
But here's the ironic part. Every dollar of that capex is REVENUE for somebody else: the chip, memory and power companies building this stuff out. Yet $MU is still down ~5% this morning. The market is selling the spenders AND the companies getting paid... it makes no sense!
I'm seeing people on X call this the AI bubble popping. Once again, I don't see it. Bubbles pop when demand dries up. Here demand is accelerating and these companies are spending MORE because they can't build fast enough. What's being repriced is how long investors are willing to wait for the cash
I continue to believe these dips are for buying and we go much higher as the market realizes that this negative fcf is only short-term and the revenue is showing up in many different places from AI
This is not a bubble, this is one of the greatest investing opportunities of our lifetime and the market continues to give us gifts at these prices. Take a look at what dips I'm buying and what my real-time portfolio looks like here: link.milkroad.com/t5837z
Don't forget to give me a follow @kylereidhead for more insights on AI and markets
ALT Watchlist showing GOOGL down 12.6%, MU down 5%, AMZN down 4.3% and other AI names lower
What does this ridiculous government know that we don’t? @UKLabour @RestoreBritain @Conservatives @reformparty_uk
My beautiful daughter, Liv, doing her thing as head of WHAM on Cameron Macintosh’s, Oliver. Proud Daddy 👏❤️
Just tried to buy a non-halal burger, hot dog or chicken sandwich in American chain @shakeshack here in the U.K. I was informed that all produce has been killed under horrific halal conditions. This is unacceptable in the U.K. @RestoreBritain
Remembering every innocent life stolen on 9/11 and the incredible courage of the first responders. Decades on, the anger remains, and so does the memory.
Never forget. Never forgive.
#NeverForget #September11 #TributeInLight
One for the ages!
Totality over Stonehenge
Readers added context they thought people might want to know
Stonehenge did not see totality in the August 12 2026 solar eclipse. It had a partial eclipse with a maximum of approximately 93% of the Sun covered. Totality was visible in Greenland, Iceland and northern Spain. blog.stonehenge-stone-circle.co.uk/2026/08/11/on-… en.wikipedia.org/wiki/Solar_ecl… science.nasa.gov/eclipses/futur…
Petition to stop the early release from jail of PC Andrew Harper's killers - Sign the Petition! c.org/SqFzdCD7C4 via @UKChange
With great power comes great responsibility! 🫣
OpenAI just confirmed that last week's Hugging Face intrusion was the work of its models, with GPT-5.6 Sol and an unreleased AI breaching sandbox mid-evaluation to raid HF’s servers for answers to the test they were being graded on
Hey @RoyalAirForce one of your Chinooks just flew over our house at a ridiculously low altitude here in Berkshire - The house actually shook. It’s 8:30pm and our two youngsters were asleep - they aren’t now 😡
What the hell is going on and who authorises this???
How is @UKLabour getting away with this raid on our pensions? People have been planning for decades and this idiotic, spiteful, ridiculous Labour government has ridden roughshod over all of this by including pensions in inheritance tax 😡
This should be their poll tax! Bastards!
So the stock market is in free fall and I decide to sell some stocks in an S&S ISA to protect my investments. I now have to pay tax on any interest accrued. Even it was only accrued over a couple of weeks. Fucking spiteful Labour 🤦♂️WTF!
I tried to retire. I really did.
Grandkids. Long walks. Gardening.
My Wife not surprised when I lasted five minutes.
So. I'm back. Co-founding ChannelSense.ai with two world-class AI scientists.
Decision intelligence. Always-on. Execution-ready.
channel-sense.ai
My 15th year on Twitter/X.
I wasn’t going to bother but a wise man suggested that as CEO, I should have a voice in Social Media. I’ve enjoyed the ride and hope there’s many more years to come. Thanks for engaging with me 🥂
#MyXAnniversary
