This just goes to show that reality can be just as beautiful as, if not even more beautiful than, AI.

McDonald’s $MCD is down 32% from its March peak. But profits have nearly doubled over the past two decades, margins are up, and free cash flow remains strong. Is the sell-off a buying opportunity?

McDonald's $MCD is now underperforming the S&P 500 $SPY by the largest margin since 2007 📉 🤯 👀

We are somewhere in there, hard to say where. But Private Equity and Private Credit are getting torn apart under the surface of the calm, and those insurance companies I've been on about are holding too many bad assets. This will affect data center financing, especially in the context of the delays. All the wihile companies are building up their own Small Language Model as fast they can using whatever is cheapest, even Chinese open weight models.

So you’re bullish for the next 6-9 months?

The stock market is quite obviously in its first stage of grief, denial. Per 2000 and 2008, this stage lasts 6-9 months.

👀👀

$SPX 68% advancing stocks today is the best since 71% on 8/4/26. The 4-day streak of positive internals is the longest run since 7 from 6/22-6/29/26.

Good one from @FrankCappelleri. Last week sure felt like peak 'breadth is weak' hysteria.

The problem starts now after SPX made a new ATH and there's a massive A-D line divergence. This happened before every major top in the past.

Although we were told market breadth was bad and we'd never see new highs again, congratulations to the bulls for ignoring the constant fear mongering. New all-time high number 28 is in here.

RT @WalterDeemer: Neither one was filled. Pleasant dreams...

"The best AI operator in America today is the best company in America today. It's Walmart." @JRogersK of J. Rogers Kniffen Worldwide explains how AI is changing the game for retail. $WMT cnbc.com/video/2026/10/05/ro…

$AMZN Amazon's Prime Big Deal Days is happening right now on October 6–7 $TGT $WMT $XRT

$AMZN - $810K Call buyer

Rothschild: Anthropic's contracted capacity by counterparty $AMZN $GOOGL $MSFT $SPCX $CRWV

$AMZN | Tigress Financial Partners 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗔𝗺𝗮𝘇𝗼𝗻.𝗰𝗼𝗺, PT $𝟯𝟴𝟱 Analyst sees Amazon’s integrated AI flywheel accelerating AWS, advertising, retail engagement, and operating-margin growth.

The charts for major consumer stocks show unrelenting selling over the last couple of months. Home Depot $HD, Lowe's $LOW, McDonald's $MCD, Pepsi $PEP, and Walmart $WMT. All straight down for weeks on end.

BREAKING: McDonald's just crashed below $230 for the first time in more than 4 years. $MCD is now down 32% in the last 7 months, and this week marks its 9th straight weekly decline, the longest losing streak in over 20 years.

$MCD Great Financial Crisis drawdown: -32% Current High Yields crash drawdown: -33% Covid crash drawdown: -43% Dotcom Bubble crash drawdown: -76% Bruh, we just surpassed the GFC crash drawdown! “I’m lovin’ it” 😒

Police out in numbers using their taser. On invaders? Rape gangs? Of course not, they tasered a dog!