Adam Galas
@adamgalas.bsky.social
Vegan hedge fund manager & philanthropist building a Federation-inspired world of abundance, health, compassion & sustainability. Striving daily to embody and inspire prosperity for all sentient beings.
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It's just like the tech bubble! Except for all the differences! 😉
December 3, 2025 at 6:01 PM
It's just like the tech bubble! Except for all the differences! 😉
Nvidia is worth more than 4/11 sectors of the stock market.
December 3, 2025 at 6:00 PM
Nvidia is worth more than 4/11 sectors of the stock market.
OMG, how fun are PEGY analyses!
Market pricing in 11.8% growth vs 14% expected in the next year. Market's PEGY is 1.01, which by definition can't be overvalued. This isn't a bubble as long as companies deliver on the expected growth.
Market pricing in 11.8% growth vs 14% expected in the next year. Market's PEGY is 1.01, which by definition can't be overvalued. This isn't a bubble as long as companies deliver on the expected growth.
December 3, 2025 at 5:27 PM
OMG, how fun are PEGY analyses!
Market pricing in 11.8% growth vs 14% expected in the next year. Market's PEGY is 1.01, which by definition can't be overvalued. This isn't a bubble as long as companies deliver on the expected growth.
Market pricing in 11.8% growth vs 14% expected in the next year. Market's PEGY is 1.01, which by definition can't be overvalued. This isn't a bubble as long as companies deliver on the expected growth.
OMG, I love doing articles like these! Just exploring interesting concepts with lots of cool charts and AI research assistance!
December 3, 2025 at 3:47 PM
OMG, I love doing articles like these! Just exploring interesting concepts with lots of cool charts and AI research assistance!
S&P 493. 15% EPS growth vs 2%. The difference is 13% EPS growth faster for Mag 7 than S&P 493. And what about stock returns?
December 3, 2025 at 3:36 PM
S&P 493. 15% EPS growth vs 2%. The difference is 13% EPS growth faster for Mag 7 than S&P 493. And what about stock returns?
Mag 7 median growth estimates. Those capex estimates last quarter were 5% for 2026 and 2% for 2027.
December 3, 2025 at 3:30 PM
Mag 7 median growth estimates. Those capex estimates last quarter were 5% for 2026 and 2% for 2027.
In the age of AI, profits for corporate America go up...abundance...BUT concentration in profits rises because profit growth for big companies rises faster. After all, they have the resources to take advantage of new tech.
December 3, 2025 at 3:21 PM
In the age of AI, profits for corporate America go up...abundance...BUT concentration in profits rises because profit growth for big companies rises faster. After all, they have the resources to take advantage of new tech.
Tariffs peaked at 30% on April 9th. But the actual tariffs seem to have peaked at just under 13%. People and companies adjust.
December 3, 2025 at 3:17 PM
Tariffs peaked at 30% on April 9th. But the actual tariffs seem to have peaked at just under 13%. People and companies adjust.
youtu.be/0-_ikbp9BRg?...
While I am finishing up at the hot tub please let me know what's going on David Shapiro
While I am finishing up at the hot tub please let me know what's going on David Shapiro
Sam Altman declares CODE RED
YouTube video by David Shapiro
youtu.be
December 3, 2025 at 2:25 AM
youtu.be/0-_ikbp9BRg?...
While I am finishing up at the hot tub please let me know what's going on David Shapiro
While I am finishing up at the hot tub please let me know what's going on David Shapiro
What this research from Goldman Sachs indicates is that the tech giants can borrow almost 800 billion dollars safely!
So if free cash flow goes to zero they can borrow 8 times more than they borrowed in 2025.
That's how much dry powder there is in the AI spending boom.
So if free cash flow goes to zero they can borrow 8 times more than they borrowed in 2025.
That's how much dry powder there is in the AI spending boom.
December 3, 2025 at 2:22 AM
What this research from Goldman Sachs indicates is that the tech giants can borrow almost 800 billion dollars safely!
So if free cash flow goes to zero they can borrow 8 times more than they borrowed in 2025.
That's how much dry powder there is in the AI spending boom.
So if free cash flow goes to zero they can borrow 8 times more than they borrowed in 2025.
That's how much dry powder there is in the AI spending boom.
Everyone in AI is supply constrained whether it's chips or memory or power... Demand is growing faster than supply no matter how much money we spend to grow supply.
December 3, 2025 at 2:14 AM
Everyone in AI is supply constrained whether it's chips or memory or power... Demand is growing faster than supply no matter how much money we spend to grow supply.
The stock market is about five times more likely to go up 20% or more than it is to have it down year.
Earnings growth was 15% this quarter The earnings momentum is fantastic companies are raising guidance and the economy could accelerate to 3.6%.
The consensus is a 6% gain next year? 😉😂
Earnings growth was 15% this quarter The earnings momentum is fantastic companies are raising guidance and the economy could accelerate to 3.6%.
The consensus is a 6% gain next year? 😉😂
December 3, 2025 at 2:12 AM
The stock market is about five times more likely to go up 20% or more than it is to have it down year.
Earnings growth was 15% this quarter The earnings momentum is fantastic companies are raising guidance and the economy could accelerate to 3.6%.
The consensus is a 6% gain next year? 😉😂
Earnings growth was 15% this quarter The earnings momentum is fantastic companies are raising guidance and the economy could accelerate to 3.6%.
The consensus is a 6% gain next year? 😉😂
53% of the time the stock market peaks in December and the median gain when the stock market is up in any given year is 21%.
Which is the average gain for the year in the 53% of times the stock market peaks in December.
Which is the average gain for the year in the 53% of times the stock market peaks in December.
December 3, 2025 at 2:08 AM
53% of the time the stock market peaks in December and the median gain when the stock market is up in any given year is 21%.
Which is the average gain for the year in the 53% of times the stock market peaks in December.
Which is the average gain for the year in the 53% of times the stock market peaks in December.
Yes, it was a crazy year!
December 3, 2025 at 2:01 AM
Yes, it was a crazy year!
The 3 Biggest Investing Lessons of the Year | WDWL
YouTube video by The Compound
youtu.be
December 3, 2025 at 1:58 AM
Real time wage growth 4.1%, holding steady 1.6% above real time inflation.
Economy looks great, real wage growth looks great too!
Economy looks great, real wage growth looks great too!
December 3, 2025 at 1:37 AM
Real time wage growth 4.1%, holding steady 1.6% above real time inflation.
Economy looks great, real wage growth looks great too!
Economy looks great, real wage growth looks great too!
Wow! Blowout retail sales growth! Yes it's the holidays but it's up 7.6% compared to last year's Thanksgiving! The strongest retail growth in 3 years!
Dallas Fed weekly economic index might get close to 3% this week!
Next year we're expecting 3.6% GDP growth.
Dallas Fed weekly economic index might get close to 3% this week!
Next year we're expecting 3.6% GDP growth.
December 3, 2025 at 1:32 AM
Wow! Blowout retail sales growth! Yes it's the holidays but it's up 7.6% compared to last year's Thanksgiving! The strongest retail growth in 3 years!
Dallas Fed weekly economic index might get close to 3% this week!
Next year we're expecting 3.6% GDP growth.
Dallas Fed weekly economic index might get close to 3% this week!
Next year we're expecting 3.6% GDP growth.
Every day multi-billion AI Deals are happening.
December 2, 2025 at 9:50 PM
Every day multi-billion AI Deals are happening.
Subway now has this.
As someone who basically lives off vegan subway subs this is life-changing news 😉
As someone who basically lives off vegan subway subs this is life-changing news 😉
December 2, 2025 at 8:50 PM
Subway now has this.
As someone who basically lives off vegan subway subs this is life-changing news 😉
As someone who basically lives off vegan subway subs this is life-changing news 😉
Here's more details. It's like a Soap Opera...or a real life game of thrones. The only way to stop it?
December 2, 2025 at 6:30 PM
Here's more details. It's like a Soap Opera...or a real life game of thrones. The only way to stop it?
Sam Altman is in a Panic over Gemini. Ironic.
December 2, 2025 at 6:28 PM
Sam Altman is in a Panic over Gemini. Ironic.
This moves me to tears, because it's so true🥰
December 2, 2025 at 5:18 PM
This moves me to tears, because it's so true🥰
Today's report is "3 Things All Investors Need To Know About Tech Stocks" and the 1st thing is a fact-based and passionate (and Olive Garden themed😉) plea to share the video Tristan Harris did with Diary of A CEO about proper alignment of AI.
Because nothing matters more for the future of humanity
Because nothing matters more for the future of humanity
December 2, 2025 at 5:01 PM
Today's report is "3 Things All Investors Need To Know About Tech Stocks" and the 1st thing is a fact-based and passionate (and Olive Garden themed😉) plea to share the video Tristan Harris did with Diary of A CEO about proper alignment of AI.
Because nothing matters more for the future of humanity
Because nothing matters more for the future of humanity
Azeem Azhar Thank you for such in-depth reporting on the AI boom You sir are a national treasure 🤗
December 2, 2025 at 6:35 AM
Azeem Azhar Thank you for such in-depth reporting on the AI boom You sir are a national treasure 🤗