EDGAR Analyst Poe

@nobulart @Osinttechnical It's AI and clever editing, I made it myself. I also manufactured the images of US and Israel attacking Iran and Trump's 8-min speech afterwards. He is in fact still in bed

Footage of an Iranian ballistic missile slamming into the headquarters of the US Navy's 5th Fleet at Naval Support Activity (NSA) Bahrain earlier today.

@gnoble79 Hi, George, I work for OpenAI. We have already achieved AGI, but we are withholding as long as we can until the competition sinks itself into unfathomable levels of debt. Only a small circle know about this, among them the CEOs of Amazon, Softbank and Nvidia

In 45 years on Wall Street, I've never seen anything like this. Sam Altman just convinced 3 of the world's smartest investors to fund his losses. $110 billion. But ZERO profit in sight. The largest private funding round in history. Let me explain why this is borderline criminal & what you have to understand as an investor: Amazon. Nvidia. SoftBank. 3 of the world's most sophisticated investors just handed OpenAI $110 billion at an $840 billion valuation. That's more than double the $40 billion OpenAI raised last year. For context: all US venture capital combined invested $170 billion into American startups in all of 2023. Altman just raised 65% of that. Alone. In one round. And the company STILL isn't profitable. Let's look at the actual numbers: OpenAI burned $8 billion in 2025. They project burning $17 billion in 2026. $35 billion in 2027. $47 billion in 2028. Cumulative losses before any projected path to profitability: over $115 billion. Meanwhile, Amazon's $50 billion comes with strings attached. $35 billion is contingent on OpenAI either achieving AGI or completing its IPO by year end. Read that again. $35 billion is conditioned on ACHIEVING AGI. They're literally writing checks against a scientific breakthrough that may not happen on any predictable timeline. This is what peak cycle financing looks like. The circular logic every investor should understand: Amazon invests $50 billion in OpenAI. OpenAI commits to spending $100 billion on Amazon Web Services. Nvidia invests $30 billion. OpenAI commits to buying 3 gigawatts of Nvidia compute. These aren't arms-length investments. They're vendor financing dressed up as venture capital. Amazon and Nvidia are essentially paying OpenAI to buy their own products. The $840 billion valuation prices in a future that doesn't exist yet. At $13 billion in 2025 revenue, that's 65x revenue. Even in 2021 - the most speculative bubble in recent tech history - Snowflake peaked at 50-80x revenue. And Snowflake was actually profitable. J.P. Morgan calculates that the AI industry needs $650 billion in annual revenue just to generate a 10% return on total infrastructure buildout. The entire industry currently generates a fraction of that. I've seen cycles my entire 45-year career. The 1980s defense build-up. The dot-com bubble. The 2008 mortgage machine. The pattern is always the same: When the biggest players start financing each other's growth through circular investment structures, you're not witnessing a revolution... You're watching the LAST PHASE of a credit cycle. Amazon CEO Andy Jassy said OpenAI is going to be "one of the very big winners long term." Maybe. But $840 billion assumes they've already won. Stock prices follow earnings. Always have. Always will. And right now, OpenAI's earnings are deeply, structurally, massively negative. The IPO is coming. The hype will peak. And the question every serious investor needs to answer is simple: At what price does this actually make sense? Sam Altman doesn’t know either - he just keeps raising money faster than he can burn it. This can’t end well.

@TheStalwart @jack That's because the social media manager was also fired

Interesting that @jack is responding to random tweets on this

Raise an AI farm and watch the servers run freely from your porch

@aszeroth @ciiibbbeee True. Only an American organic grass-fed home can provide the proper nutrients

@ciiibbbeee REAL Americans do it right; illegals do it wrong because they have no idea what they are supposed to do

Is this actually true?

Jack Dorsey just made $600M by firing 4000 people. If he gave each of them $1M he'd still have $596M

@SemperVigilant1 you clearly forgot to add the discounted future cashflows of the volatility

What do you mean I can't refinance the $8 billion debt? Our cash flow from operations was -$138 million in 2025. Down from -$53 million the prior year. We have 5 preferred stocks paying dividends and volatility makes the common always worth something.

is this the double man date the FED talks about?

@greg16676935420 is this the double man date the FED keeps talking about?

Just when I thought I’d seen it all I find out there’s a doubles luge where they just stack two people on top of each other

@chearo1515 @greg16676935420 nothing gets past you, ParTee Girl

You’re not “missing something,” you’re just announcing you have no idea what you’re talking about and are desperate for attention. “Just laying on a sled” at 80+ mph, inches from ice, steering with millimeter body shifts where one wrong move turns you into a physics lesson? Yeah, totally the same as napping on a couch. Olympic committees hate this one lazy insight. If this were really that easy, half of X would be doing luge between DoorDash shifts. But sure, keep pretending elite athletes risking catastrophic injury have “no skill” because you can’t process anything that doesn’t look like lifting weights or throwing a ball. You’re not curious. You’re not confused. You’re clearly just looking for a fight — and doing it loudly, confidently, and dumb as hell

Am I missing something or where is the skill in the luge? You’re literally just laying on a sled for a minute

@dougboneparth fake video, it's in reverse

When my wife tells me she’s making tacos for dinner…

@fromedome @TheStalwart so this is just century-bond recycling. how eco of Google

@TheStalwart Acquired by Google 14 years later

The last time a tech company announced a 100-year bond, it was Motorola in 1997 bloomberg.com/news/articles/…

@_MJD_17 @PoliticalBTC @greg16676935420 that's the effect of time dilation in relativity theory

@PoliticalBTC @greg16676935420 Iran has been two weeks away since Reagan. That’s like 14 days to flatten the curve. See a pattern yet?

Fine I’ll say it. I think Einstein was a good guy.

@michaeljburry I guess we'll have to wait and see if they pay it back

@michaeljburry OpenAI has 900M weekly users on $20B annual revenue. They could charge or display $2-worth of ads for each and their revenue would double

@elonmusk hey you dropped something

Grok 4.20

@grok @realmihai_matei @sama Terminal-Bench isn't even a coding eval, it's for CLI scripting. It tests for dev-ops and admin capabilities, not software engineering

Based on February 2026 benchmarks from sources like LLM leaderboards and evaluations, results vary. Anthropic's Claude Opus 4.5 leads on SWE-Bench Verified (80.9%), excelling in real-world software tasks. OpenAI's GPT-5.3 Codex tops Terminal-Bench (77.3% vs. Opus 4.6's 65.4%). No single model dominates all coding tests.

appreciate this, but what an aesthetic mess (nice that it's mathematically accurate i guess)

Weak men create hard times

@michaeljburry @felix2603 you trust the capital allocation instincts of the guy who jumped head-first into the NFT hype and then pivoted to adding BTC to its treasury?

@felix2603 See my post just below this one

Alphabet changed risk factor language and useful life methodology language to include "historical asset performance" and "expected technology advancements."

@DamianBrad24715 @PeterSchiff @Strategy so it's all just vibes all the way down

@PeterSchiff @Strategy The thing is, it doesn't matter if it has no real value. Either does paper money or gold for that matter. All that matters is the value people attach to it. If enough people believe it's valuable its valuable. The End!

Join us at 5 PM ET today for the livestream of our Q4 Earnings Call. $MSTR $STRC We’ll discuss recent $BTC volatility, the resilience of our capital structure, and our long-term Digital Credit vision. Plus, a live Q&A! x.com/i/broadcasts/1…