Carl Quintanilla@carlquintanilla · 23m
JPMORGAN: “.. equity multiples have de-rated by ~4x since the January highs—one of the most extreme compressions in modern history outside of a recession ..” 👀
0 replies·2 reposts·9 likes·1,680 views
27 years @CNBC & @NBCNews / @WSJ alum / now posting at https://t.co/o3B9Q0CZPo
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7 Nov 2026
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Recent posts
Carl Quintanilla@carlquintanilla · 8h
(FT) - The US government believes Nvidia’s chief executive Jensen Huang had a romantic relationship with a Chinese woman who was recruited to spy for China’s main intelligence agency, according to people familiar with the matter. @FT $NVDA ft.com/content/a55a2a…
31 replies·74 reposts·186 likes·19K views
Carl Quintanilla@carlquintanilla · 9h
A fabulous read about my partner’s new initiative. Congrats, Jim. 💯 @jimcramer @CNBC @Variety @bristei $VSNT variety.com/2026/tv/news/j…
2 replies·5 reposts·44 likes·12K views
Carl Quintanilla@carlquintanilla · 19h
“.. AI buildout is no longer just consuming cash and piling on debt; it’s also issuing more claims on whatever profits do emerge. AI stocks started really selling off just as it became clear that more equity issuance would be part of the buildout story.” bloomberg.com/news/newslette…
9 replies·35 reposts·102 likes·13.6K views
Carl Quintanilla@carlquintanilla · 19h
“.. Whatever happens next in Washington, many of the long-term trends that have combined to make corporations so profitable are likely to at least stop improving. And accounting distortions .. could ding margins in the shorter term.” @Spencerjakab wsj.com/finance/stocks…
8 replies·11 reposts·51 likes·7,268 views