Gordon Johnson (@GordonJohnson19) / X

Gordon Johnson

30.6K posts

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

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
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.
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:
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.
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.
Laigt Bringer
@Jespabe
Nov 13, 2025
Replying to @GordonJohnson19
Everyone is bearish on AI today. Wtf are you saying?
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?
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...
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.
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!
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?
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.
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
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
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
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
*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
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?