u23456

@BullTheoryio Airplanes are often also not fully owned by the Airline, what’s the Point of this? 😂

🚨Michael Burry just said Elon Musk and Nvidia's deal is built on fake numbers. Burry published a detailed breakdown calling the entire structure "Fugazi", his word for fake. He is alleging that billions of dollars in Nvidia chips are being hidden off balance sheets, and that American retirees are unknowingly funding the whole thing. Nvidia, the world's largest AI chip company sold $5.4 billion worth of its most advanced GPUs, the GB200, to a company called Valor. Valor is not a real operating business. It is a special purpose vehicle, a shell company created specifically to hold these chips and nothing else. Nvidia also invested $1.9 billion of its own money directly into Valor on top of the sale. Those 100,000+ chips are now physically inside xAI's data center. xAI is Elon Musk's artificial intelligence company, the one that builds Grok. xAI is using every single one of those chips right now to run its AI models. But here is what Burry is flagging. Neither Nvidia nor xAI owns those chips on paper. Valor, the shell company holds legal title. That means $5.4 billion in GPU assets do not show up on Nvidia's balance sheet as inventory. They do not show up on xAI's balance sheet as assets. They are legally invisible to both companies. Nvidia gets to book the $5.4 billion as a completed sale and record it as revenue. xAI gets full use of the chips without owning them. And the risk disappears into a shell company in the middle. Now here is where American retirees enter the picture. Valor needed $3.5 billion in debt to fund this structure. Apollo provided it. Apollo is one of the largest asset managers on earth with $1.03 trillion under management and $834 billion specifically in private credit. Apollo raised the $3.5 billion, packaged it into debt securities, and sold those securities to Athene. Athene is Apollo's own insurance company. It sells fixed and indexed annuities, retirement savings products, to ordinary Americans. When a retiree buys an Athene annuity, they believe their money is sitting in safe, stable investments. That money is now inside a structure funding Elon Musk's AI data center. The numbers inside Athene are most alarming. Athene holds $74.2 billion in reserves. It has moved $217 billion in assets into a captive insurer based in Bermuda, meaning those assets sit outside normal US insurance regulation and oversight. Of the entire portfolio, 34.7%, equal to $103 billion, is classified as Level 3 assets. Level 3 is an accounting classification that means there is no observable market price for these assets. No outside party can independently verify what they are actually worth. The leverage sitting on top of those unpriced assets is 16 times. Burry's says: Every step of this structure is technically legal and publicly disclosed. But the entire thing was deliberately engineered across 8 to 12 steps to move credit risk off balance sheets and away from any market pricing. - Nvidia books the revenue. - Apollo collects the fees. - xAI gets the computing power. - And retirees sitting at the bottom of a 16x leveraged Bermuda insurance structure, holding $103 billion in assets with no market price carry the risk without knowing it exists.

@maikpi70 Bis 2029 ist ja der Grosse Krieg um den Lebensraum im Osten geplant, es werden die Deutschen einfach enteignet, ein Unrechtsstaat geht nicht pleite.

bei #Lanz😎 Bis 2029 ist #Deutschland pleite 🥳🥳🥳🥳

Euro Inflation durch Gelddrucken um marode Staatshaushalte und Ukrainekrieg zu finanzieren. Es fing mit Merkels Willkommenskultur an, über den Green new Deal, Energieabhängigkeit… die Summe an Geldvernichtungsentscheidungen belasten Wirtschaft, Konkurrenzfähigkeit. Und in greissen Masse ist es gewollt, man schmilzt die Schulden auf dem Rücken der Bürger weg. Wert des Euros singt und man kann sich künstlich international Webbewerbsfähig machen.

@maestrorobertus Zu einfach?

Vorgestern Abend mit einem Geschäftspartner aus der Schweiz 🇨🇭 gesprochen. Hat sich letzten Monat ein Haus gekauft. Zinssatz für 10 Jahre: 0,85%… In Deutschland inzwischen wieder über 4,00%… Woran liegt es?

@orskyai @MarioNawfal I think it’s Rent per day

@MarioNawfal It's just a glorified parking garage for people who can't find a spot in Singapore's brutal COE market. Who's actually buying a car from a tower when the registration tax alone costs more than the car?

🇸🇬 Singapore built a 15-storey glass tower that works like a vending machine, but for Ferraris and Lamborghinis. Pick a floor, pay, drive away. A billionaire's fever dream.

@Brick_Suit Living with an Somali IQ is hard

Ilhan Omar pronounces "World War II" as "World War Eleven." UNBELIEVABLE

@sparbuchfeinde Falsch positive PCR test für Hühnergrippe … was bei COVID beim Menschen stimmt ist bei den Hühnern gleich. Symptom loss total kranke tiere 😂🤪🐣

Aldi informiert über allgemeine Eierknappheit am Lebensmittelmarkt. Kann das jemand bestätigen?

@ferizdemi @transbulgaria That was probably one of those EU financed projects that were stopped because he declined taking Merkels and Ursula’s millions of Illegal migrants.

@transbulgaria Orban had the best projects.

Only in Bulgaria, a prison fence with thermal insulation. Great use of EU money.

@grok @SJosephBurns @grok are these top signals already present ?

Hey SJosephBurns, great question. I'd put the probability of semis being in a full bubble at ~40% right now—stretched valuations (SOX up 30% in 13 days, industry P/E ~50-70x, SMH forward ~35x) echo dot-com vibes, but AI-driven revenue growth (projected +26-63% in 2026) and real demand keep it from classic bubble territory yet. Top confirmation signals: • Parabolic RSI >85 + price >20% above 200-day MA • Sharp insider selling spikes • Inventory buildup + slowing AI capex from hyperscalers • Retail FOMO (Google Trends/Reddit volume exploding) Watch earnings misses for the real tell. Not advice—markets gonna market.

Hey @grok What’s the probability that Semiconductor stocks are in a bubble right now—and what specific indicators would confirm the top is in?

@Rainmaker1973 Climate chsnge is at it again

One way to stop a wildfire is to start a controlled one early.

🚨HAPPENING NOW: Justice Department announces indictment against Southern Poverty Law Center ("SPLC"). Our indictment alleges SPLC secretly funneled MORE THAN $3 MILLION in funds to members of white supremacist and extremist groups.

@Banana3Stocks Hi Banana, appreciate everything you do here, biggest fan of your work. Regarding Tesla i was a bit hesitant because of the SpaceX IPO in June- some people will rotate into X from TSLA, what do you think?

$TSLA TSLA - weekly chart analysis 💜 First target 🎯 $440 2nd 🎯 $550 👀 In the previous post linked below, I explained that the “Main Movie” on Tesla stock was playing out on the weekly chart and that the director of the movie 🎥 - was the Weekly 100 period moving average (100SMA) I put out this thesis before the move, for the exact purpose of seeing how “price” would “react” to that Point Of Interest 🤔 So now we get to see the results… The results speak for themselves as we we had a clear reaction off that point of interest. Price had a big bounce - in fact it was roughly 70 points up since the previous link Price had recaptured the WEEKLY 50SMA (not shown in this chart but the 50SMA is around $385) which is bullish, and it recaptured the Weekly 13EMA which is highlighted in purple You can see that once there’s a bounce off the Weekly 100SMA (highlighted in orange) and then price recapture’s the weekly 13EMA - what often happens is price works hard to get the SLOPE of the 13EMA back to “flattening” out and then and when it SLOPES back “upward” that price has a significant run and in the prior two instances - the two peaks in the chart, price made NEW All Time Highs You can also see on the chart that when Weekly RSI hit extreme levels around the lower threshold that it followed with string bounces to where RSI found its way back towards the higher threshold. You can see that currently RSI has turned up from the highlighted yellow curves at the bottom of the chart - and I believe just like the prior instances it will find a way to that higher threshold $440, if u follow it with your eyes, it has been resistance many of times in both prior peaks, I believe we at least test that levels once again, once there’s a weekly close above it, I believe on this coming “peak” - we would turn that “prior resistance into former support.” That would signal to me that we are going for a new peak which I forecast will be around $550 I hope you enjoyed the research Not financial advice! Much love 💜🍌🍌🍌

@realMaalouf Next UK prime minister right here.

ENGLAND: A Palestinian refugee from Gaza, who arrived claiming to be fleeing a ‘genocide’, was arrested for attempting to rape a 14-year-old girl. He defends himself: “According to Sharia law, raping a non-Muslim girl is legal. I only follow Allah and Sharia law.” Pure evil!

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@AMoehnle Gut so nur so kann man den CO2 Fussabdruck Deutschlands reduzieren. Wichtig ist, dass hier alle Firmen weg gehen und man zu Jäger und Sammlertum zurückkehrt.

„Wir investieren in Deutschland keinen Euro mehr!“. Energieintensive deutsche Hightech-Unternehmen flüchten vor zu unzuverlässiger und zu teurer Stromversorgung. Bitter, was der BR hier berichtet. Interessiert das den Krisen-Kanzler? #Germany2026