Michael Taylor ✓
@Mike_Taylor1972 · New York, NY · joined 24 May 2009
PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.
63 418Followers
594Following
24 501Posts total
483.6KViews on collected posts
Posts recentes
Procurando novos posts…
FR Downgraded on debt
u dont say. https://t.co/n8ZDziDNbU
9.7K views · 38 likes
· 1 reposts · 9 replies
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On @hedgeye this week w me and @KeithMcCullough
"people dont know it but we're in a currency alliance with Japan"
13.7K views · 40 likes
· 3 reposts · 3 replies
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Inflation draws BOJ, Fed, ECB into historic alignment on rate hikes https://t.co/LeL6dQWKWB
16.6K views · 7 likes
· 1 reposts · 0 replies
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$MPT run thru the math on this one. Just gave up one of the few good assets - because they cant remotely get a bid for the bad.
The more good assets they sell, the hotter the dumpsterfire gets.
6.5K views · 26 likes
· 0 reposts · 2 replies
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Warsh key quotes: @profplum99 chime in?
"my hair is a 10/10"
"stable prices" (no matter the question asked)
"I am not a datapoint kind of guy"
"we need to interrogate reality" (wut?)
"geopolitics...led to the decision today"
"I am 'hard pressed' to describe fin conditions as
12.6K views · 43 likes
· 0 reposts · 9 replies
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Heading to Laguna Seca this weekend with @Mike_Taylor1972 to watch @maxtaylorracing race at @INDYNXT 🏎️
4.8K views · 4 likes
· 0 reposts · 1 replies
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@INDYNXT 2026 Final Weekend!! Laguna Seca.
On @FOXSports
LFG!!!!
-Drive For the Cure-
@maxtaylorracing
@SusanGKomen https://t.co/vxpYYwLvKa
3.5K views · 20 likes
· 0 reposts · 0 replies
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A car I would own?
YES
928 meets Pacer. https://t.co/D1YdjBEamT
7.4K views · 31 likes
· 0 reposts · 8 replies
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Wells Fargo today - this is my major problem w AI
(and why i am max bearish)
It is a simple calculation: "how big" does OAI/Anthropic have to be to ROA the $$$ in the ground.
I came up >>$1TRN - and at current QQ growth, we dont even get close by YE27. https://t.co/O50eo33eyd
13.8K views · 64 likes
· 12 reposts · 5 replies
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@Mike_Taylor1972 @Hedgeye @profplum99 It’s a hyperscaler race to the bottom…it’s existential for each one of them
382 views · 1 likes
· 0 reposts · 1 replies
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@Mike_Taylor1972 @Hedgeye @profplum99 My internal plan is as follows !
🔻Details🔥
🔻
https://t.co/8xJOOIM2qW
120 views · 1 likes
· 0 reposts · 0 replies
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@Mike_Taylor1972 @Hedgeye @profplum99 And it's not just the math — even with aggressive demand growth, the concentration risk in two customers makes the whole model fragile.
My notes on the liquidity picture → https://t.co/NzzQExU5XF
501 views · 7 likes
· 6 reposts · 17 replies
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AI - I cannot get the top-down economics to work.
If we have by the end of 2027, >$3TRN of compute in the ground, we need at least $1.3Trn of revs (mostly from OAI and Anthropic) to cover that cost/depreciation.
I cannot find anyone who can make it work.
@hedgeye @profplum99 htt
33.6K views · 87 likes
· 8 reposts · 16 replies
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@Mike_Taylor1972 REPLAY | Crystal Ball: Mike Taylor’s 2026 Market Predictions https://t.co/vU7GDAIOg5
2.8K views · 5 likes
· 1 reposts · 0 replies
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@Mike_Taylor1972 i think youre gonna have a high batting average (again).
5.6K views · 22 likes
· 0 reposts · 0 replies
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@Mike_Taylor1972 Thanks @Mike_Taylor1972 . Wish Good luck on Max Taylor winning IndyMxt..
Will listen to @Hedgeye call on Thursday
1.8K views · 5 likes
· 0 reposts · 0 replies
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Em comparação com contas do mesmo porte
14 posts dos últimos 90 dias, ao lado da faixa de 10K–100K seguidores. aparece para muita gente, mas poucos desses espectadores reagem.
Mediana de visualizações6 964esta conta924mediana para 10K–100K
Alcance, %10.98%esta conta3.62%mediana para 10K–100K
Engajamento, %0.46%esta conta1.52%mediana para 10K–100K
| Métrica | Esta conta | Mediana para 10K–100K | Proporção |
|---|---|---|---|
| Mediana de visualizações por post | 6 964 | 924 | 7.54× |
| Alcance (visualizações ÷ seguidores) | 10.98% | 3.62% | 3.03× |
| Taxa de engajamento | 0.46% | 1.52% | 0.30× |
Outras contas desta faixa → Comparar com outra conta → Como estas referências são construídas →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
33.6K20 Aug
501
120
382
13.8K1 Sep
7.4K2 Sep
3.5K3 Sep
4.8K4 Sep
5.5K
12.6K16 Sep
6.5K17 Sep
16.6K18 Sep
13.7K
9.7K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.34%20 Aug
5.99%
0.83%
0.52%
0.59%1 Sep
0.53%2 Sep
0.58%3 Sep
0.12%4 Sep
0.31%
0.42%16 Sep
0.43%17 Sep
0.06%18 Sep
0.34%
0.49%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes57.5%825 in total
Reposts5.6%81 in total
Replies6.5%93 in total
Quotes1.7%24 in total
Bookmarks28.8%413 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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