Excellent piece from Blackrock on the investment outlook, co-authored by Rick Rieder, one of the contenders to succeed Powell as Fed Chair. "The challenge for investors is reconciling the huge capital spending plans with their potential AI revenues. Will their orders of
Original source ↗  |  December 04, 2025 at 21:50 UTC  |  Twitter - @krugermacro

Here are the actionable trade ideas extracted from the tweets:

IDEA [2] TICKER: Stocks with paid promotion campaigns (e.g., YYAI as an example) DIRECTION: Short THESIS: Stocks identified as engaging in paid stock promotion campaigns, like $YYAI, have historically experienced significant declines (90%+) shortly after the promotion, presenting a short opportunity. SPEAKER: @stockjabber TIMEFRAME: Short-term to medium-term

IDEA [4] TICKER: BTC (Bitcoin) DIRECTION: Avoid / Short (implied) THESIS: Bitcoin is expected to remain in a bear market as long as AI progress continues, as capital is currently preferring AI investments over crypto as a hedge against fiat devaluation. SPEAKER

Views 32,375
Retweets 33
Likes 276
Replies 17
Quotes 1
Bookmarks 333