To The Moon

AI Fear Crushes Property Stocks 🏢🤖 — Opportunity Hiding in Plain Sight? CBRE and JLL just got hammered — down more than 12% in a session. Why? Because the market suddenly believes AI can: ✂️ automate valuations ✂️ summarize leases ✂️ compress due diligence timelines ✂️ reduce the need for armies of analysts And if fewer white-collar workers are needed… ➡️ less office demand ➡️ lower transactions ➡️ weaker commissions Simple narrative. Sounds scary. Very tradable headline. But is it actually right? Let’s slow it down 🧵👇 ⸻ 🧠 The leap investors are making AI improves productivity → fewer people → less space → property values fall → brokers suffer. Clean. Logical. Also possibly too linear. History rarely moves in straight lines. ⸻ 🏢 Real estate deals are not spreadsheets Buying or leasing majo

Transport stocks in the industrial sector became the focus on Friday. CHRW.US The stock price plummeted by 8 times standard deviation, an unusual fluctuation that highlights AI panic is spreading from the technology industry to the traditional industry Next wave.

The "AI scare trade" we have noticed is hitting the real estate services sector particularly hard because these companies operate on high-fee, labor-intensive business models. When AI tools (like those recently released by Anthropic) demonstrate an ability to automate complex tasks like financial research and legal document review, investors begin to fear "margin compression" — a fancy way of saying they think AI will force these firms to lower their fees or lose work to automation. In this article we would like to look at the breakdown of the situation as of mid-February 2026. Will the Panic Selling Continue? The consensus among market analysts is mixed but leans toward a "wait-and-see" stabilization. The Bear Case (Continued Selling): If subsequent economic data shows a significant drop

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$NBIS 20260618 80.0 PUT$  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

AI Fear Crushes Property Stocks 🏢🤖 — Opportunity Hiding in Plain Sight? CBRE and JLL just got hammered — down more than 12% in a session. Why? Because the market suddenly believes AI can: ✂️ automate valuations ✂️ summarize leases ✂️ compress due diligence timelines ✂️ reduce the need for armies of analysts And if fewer white-collar workers are needed… ➡️ less office demand ➡️ lower transactions ➡️ weaker commissions Simple narrative. Sounds scary. Very tradable headline. But is it actually right? Let’s slow it down 🧵👇 ⸻ 🧠 The leap investors are making AI improves productivity → fewer people → less space → property values fall → brokers suffer. Clean. Logical. Also possibly too linear. History rarely moves in straight lines. ⸻ 🏢 Real estate deals are not spreadsheets Buying or leasing majo

The "AI scare trade" we have noticed is hitting the real estate services sector particularly hard because these companies operate on high-fee, labor-intensive business models. When AI tools (like those recently released by Anthropic) demonstrate an ability to automate complex tasks like financial research and legal document review, investors begin to fear "margin compression" — a fancy way of saying they think AI will force these firms to lower their fees or lose work to automation. In this article we would like to look at the breakdown of the situation as of mid-February 2026. Will the Panic Selling Continue? The consensus among market analysts is mixed but leans toward a "wait-and-see" stabilization. The Bear Case (Continued Selling): If subsequent economic data shows a significant drop

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

Transport stocks in the industrial sector became the focus on Friday. CHRW.US The stock price plummeted by 8 times standard deviation, an unusual fluctuation that highlights AI panic is spreading from the technology industry to the traditional industry Next wave.

$NBIS 20260618 80.0 PUT$  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

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