To The Moon

cwk jll cbre 2 days free fall

$NBIS 20260618 80.0 PUT$  Nebius just reminded the market of one simple truth:In a bull market, you get rewarded for spending. In a bear market, you get punished for it. NBIS: • Revenue missed expectations • CapEx surged • Stock down ~6% pre-market You don’t get to burn aggressively and miss growth targets. Look around: AMD beats earnings → drops on guidance UNH reports → collapses Semis are cracking AI infra names are wobbling This is not euphoric momentum anymore. The market is quietly shifting from: “Spend now, profits later” to “Show me the cash flow.” And when capital expenditure outruns revenue growth, the market stops dreaming and starts discounting. Is AI dead? No. But the easy money phase is over. In bull markets,

Real estate services stocks got hammered as "AI fear" spread like wildfire, with CBRE Group and Jones Lang LaSalle both plunging over 12% in a single session, while Cushman & Wakefield dropped 14% – the biggest rout since the 2020 Covid meltdown. 😤 This sell-off stems from investors freaking out over AI agents that can whip up valuation reports, contract summaries, and due diligence in minutes, chipping away at the informational edges that have long powered these multi-billion-dollar firms. The terror goes deeper: if AI slashes white-collar jobs and shrinks office demand permanently, could the entire real estate ecosystem face a structural collapse? Yet, cooler heads at Barclays and Jefferies call it pure panic, noting the plunge overstates immediate risks to complex dealmaking. With t

The significant decline in real estate services stocks, such as CBRE and JLL, is a notable development in the market. The "AI fear" that has been impacting various sectors has now extended to the real estate services industry, as investors worry about the potential disruption caused by AI-powered tools. The concerns are centered around the ability of AI agents to generate valuation reports, contract summaries, and due diligence in minutes, which could erode the informational advantages that traditional real estate services firms have historically enjoyed. Furthermore, the fear is that if AI shrinks white-collar office demand, structural real estate demand could fall permanently, leading to a decline in the need for real estate services. However, as Barclays and Jefferies argue, Wednesday's

Real estate services stocks got hammered as "AI fear" spread like wildfire, with CBRE Group and Jones Lang LaSalle both plunging over 12% in a single session, while Cushman & Wakefield dropped 14% – the biggest rout since the 2020 Covid meltdown. 😤 This sell-off stems from investors freaking out over AI agents that can whip up valuation reports, contract summaries, and due diligence in minutes, chipping away at the informational edges that have long powered these multi-billion-dollar firms. The terror goes deeper: if AI slashes white-collar jobs and shrinks office demand permanently, could the entire real estate ecosystem face a structural collapse? Yet, cooler heads at Barclays and Jefferies call it pure panic, noting the plunge overstates immediate risks to complex dealmaking. With t

$NBIS 20260618 80.0 PUT$  Nebius just reminded the market of one simple truth:In a bull market, you get rewarded for spending. In a bear market, you get punished for it. NBIS: • Revenue missed expectations • CapEx surged • Stock down ~6% pre-market You don’t get to burn aggressively and miss growth targets. Look around: AMD beats earnings → drops on guidance UNH reports → collapses Semis are cracking AI infra names are wobbling This is not euphoric momentum anymore. The market is quietly shifting from: “Spend now, profits later” to “Show me the cash flow.” And when capital expenditure outruns revenue growth, the market stops dreaming and starts discounting. Is AI dead? No. But the easy money phase is over. In bull markets,

The significant decline in real estate services stocks, such as CBRE and JLL, is a notable development in the market. The "AI fear" that has been impacting various sectors has now extended to the real estate services industry, as investors worry about the potential disruption caused by AI-powered tools. The concerns are centered around the ability of AI agents to generate valuation reports, contract summaries, and due diligence in minutes, which could erode the informational advantages that traditional real estate services firms have historically enjoyed. Furthermore, the fear is that if AI shrinks white-collar office demand, structural real estate demand could fall permanently, leading to a decline in the need for real estate services. However, as Barclays and Jefferies argue, Wednesday's

cwk jll cbre 2 days free fall