Image
user avatar
Gordon Johnson
@GordonJohnson19
"Derivatives, are financial weapons of mass destruction, carrying dangers that, while now latent, are potentially lethal”-W Buffett; tweets are not fincl advice
NYC Manhattan
glj-research.com/disclosures/
Joined December 2012
758
Following
62.7K
Followers
Posts
  • user avatar
    Gordon Johnson
    @GordonJohnson19
    Nov 6, 2025
    So, if @ZohranKMamdani requests gov't handouts for poor people in NYC, its socialism/communism. Yet, if @OpenAI literally does the SAME THING to fund its massive/reckless investments in AI, which will kill millions of American jobs, it's NOT? #makeitmakesense
    user avatar
    unusual_whales
    @unusual_whales
    Nov 6, 2025
    BREAKING: OpenAI is requesting US government support to help guarantee financing for the massive investments in AI chips and data centers it needs for expansion, per Bloomberg.
    191K
  • user avatar
    Gordon Johnson
    @GordonJohnson19
    Apr 11, 2025
    1/18 For anyone who's followed @elonmusk and $TSLA since ~2017-18, they've seen @elonmusk get away with QUITE A BIT, which may have landed a normal person in (very) hot water. What are some of those things? Well, in no particular order, we note:
    619K
  • user avatar
    Gordon Johnson
    @GordonJohnson19
    May 1, 2023
    Replying to @DailyLoud
    I used to work at a fast food restaurant in high school (Dad/Mom made me walk two miles to and from work to save up $1.5K to buy my first car). He’s not high. He hasn’t slept. I fell asleep while standing working that drive thru many times. Worst summer of my life. White Castle.
    701K
  • user avatar
    Gordon Johnson
    @GordonJohnson19
    Nov 13, 2025
    Ummm... $NVDA is currently trading at 27.6x sales, which means the "market" expects $NVDA to pay it, as a dividend, 100% of its sales, every yr, for the next 27.6yrs. I'll remind you of this quote from Sun Microsystems' CEO when the dot.com bubble burst in 2002.
    Image
    Image
    user avatar
    Laigt Bringer
    @Jespabe
    Nov 13, 2025
    Replying to @GordonJohnson19
    Everyone is bearish on AI today. Wtf are you saying?
    846K
  • user avatar
    Gordon Johnson
    @GordonJohnson19
    Sep 1, 2021
    Hey @neelkashkari… why is the Fed lending money to Blackrock at 0.05% to go out and buy houses (i.e., compete against poor people), vs. poor/middle-class Americans who are forced to take home loans out at 4-5%? Is this not the definition of inequality?
  • user avatar
    Gordon Johnson
    @GordonJohnson19
    Nov 11, 2022
    1/6 What if I told you the CPI surprise yesterday was partially due to a periodic adjustment, that won't be reflected in the Fed-favored "core PCE" that comes out right ahead of the Dec. Fed meeting? Well, that's JUST what happend. That is, the CPI for health insurance (which...
    Image
  • user avatar
    Gordon Johnson
    @GordonJohnson19
    Jul 29, 2025
    Rate of job openings collapsing... more than we've seen in any of the past three recessions. WE. ARE. ALREADY. IN. A. RECESSION. AND. STOCKS. ARE. AT. ALL. TIME. HIGHS.
    Image
    269K
  • user avatar
    Gordon Johnson
    @GordonJohnson19
    Apr 5, 2022
    The 30yr fixed mortgage rate just passed 5% for the 1st time since '11. Thus, w/ the avg. home price at $511K today, vs. $408K last yr, & the 30yr fixed mortage rate at 5.02% today vs. 3.32% a yr ago, the avg. cost of a mortage is $2,138/month now vs. $1,129a yr ago (+101%). WOW!
    Image
  • user avatar
    Gordon Johnson
    @GordonJohnson19
    Dec 23, 2024
    Question. #Bitcoin seems to simply be a proxy for global M2, but on a ~10 week lag. So, given global M2 is falling, it seems #Bitcoin is headed to $70-$80K/coin, no? If that happens, what happens to companies running ponzis based on raising debt to buy more #Bitcoin?
    Image
    722K
  • user avatar
    Gordon Johnson
    @GordonJohnson19
    Jul 8, 2021
    Is it odd for an 81yr old woman to be buying 1yr out-of-the-money call strike options, and hitting a HOME RUN within days on policy she likely had MNPI on? No idea. I have NO IDEA.
    user avatar
    The Hill
    @thehill
    Jul 8, 2021
    Pelosi husband gained nearly $5 million on Alphabet stock ahead of vote to advance five antitrust bills targeting major tech giants hill.cm/U4agogG -husband-won-big-on-alphabet-stock
    Image
  • user avatar
    Gordon Johnson
    @GordonJohnson19
    Mar 26, 2025
    Is the #AI bubble popping right before our very eyes? Microsoft Abandons More Data Center Projects, TD Cowen Says - Bloomberg
    Image
    Image
    637K
  • user avatar
    Gordon Johnson
    @GordonJohnson19
    Nov 6, 2025
    Question for the AI bulls. The US currently has ~5,426 data centers, and is investing billions to build more. China has ~449 data centers, AND IS NOT ADDING. If AI is real, why isn't China building 000s of data centers every month (which they could CLEARLY do)? Thoughts? $NVDA
    689K
  • user avatar
    Gordon Johnson
    @GordonJohnson19
    Oct 27, 2025
    This, my friends, is a recession level amount of jobs cut. When you get >10K from the big boys, it's time to begin worrying. Think about it... AI CAPEX spending is holding up the US economy. Yet, all the AI hyperscalers employ what... 1.8mn people, vs. the US goods sector, that
    user avatar
    *Walter Bloomberg
    @DeItaone
    Oct 27, 2025
    $AMZN - AMAZON TO CUT 30,000 CORPORATE JOBS Amazon plans to lay off up to 30,000 corporate employees starting Tuesday to reduce costs and address pandemic overhiring, sources say. The cuts affect nearly 10% of its 350,000 corporate staff, marking Amazon’s largest round of
    500K
  • user avatar
    Gordon Johnson
    @GordonJohnson19
    Apr 9, 2021
    Replying to @mickakers @ShortingIsFun and 2 others
    Weren’t they supposed to travel on skates underground? And, HOW is this better than an electric underground train/monorail?