Master Sword 🛡️ retweetledi
Master Sword 🛡️
19.7K posts
Master Sword 🛡️
@ChainLinkHyrule
Blade of Evil’s Bane 🔗 🌎
ChainLink, The World Katılım Mayıs 2013
249 Takip Edilen505 Takipçiler
Master Sword 🛡️ retweetledi
really feels like they are looting everything they possibly can at this point
Hedgeye@Hedgeye
Rule changes for the SpaceX $SPCX IPO: Index providers waived the profitability requirement and cut the seasoning window from 90 days to 5. This forces over $30 trillion in passive 401k and retirement money to buy SpaceX at IPO valuations. Bloomberg Intelligence estimates S&P 500 funds must absorb 19% of SpaceX's float within 6 months. Russell 1000 and Nasdaq 100 funds will absorb 24%. The rules built to protect passive investors: 1. S&P 500 has required 12 months of trading and 4 quarters of GAAP profitability since 2002. Both waived. 2. Nasdaq cut its inclusion window from 90 trading days to 15. 3. FTSE Russell cut its to 5. All three benchmarks are now structured to buy SpaceX at IPO pricing.
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Dude will burn in hell if that’s a real thing
The Resonance@Partisan_12
“The Epstein files are a hoax, the Epstein files are fake news, F*CK THE EPSTEIN FILES!!” He's a Paid protester seen in many Trump videos.
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Master Sword 🛡️ retweetledi
Master Sword 🛡️ retweetledi
🚨 A Tennessee nurse was arrested with over 115,000 explicit images and videos of minors, including hidden camera footage of a child in the shower.
Cameron Sanders, 33, a nurse in Tipton County, Tennessee.
During a months-long investigation, authorities discovered:
• Over 116,000 nude/explicit images
• Over 4,000 nude/explicit videos
• Over 9,300 suspected child sexual abuse photos and videos
• 10 videos secretly recorded of a minor while she was nude in the shower and home
• Over 2,400 additional photos and videos of unsuspecting minor girls and teens
Sanders was also found with 8 guns stored alongside narcotics.
Sanders faces multiple charges, including aggravated unlawful photographing of a minor, unlawful photography, solicitation of a minor by electronic means, possession of narcotics, and unlawful possession of a firearm.
The case began after a report of hidden cameras in a minor’s bedroom and bathroom. The Tennessee Bureau of Investigation and Department of Homeland Security were involved.
Sanders’ bond is set at $250,000
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@coinbureau Biggest threat isn’t Skynet, it’s governments weaponizing it for full Orwellian surveillance, censorship and social control 😂👀
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Master Sword 🛡️ retweetledi
⚠️FORMER WHITE HOUSE AI CZAR WARNS OF “ORWELLIAN” AI GOVERNMENT CONTROL
David Sacks warns the biggest AI threat may be governments are using the technology for mass surveillance, censorship, and social control rather than the AI itself.
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Master Sword 🛡️ retweetledi
🚨BREAKING: Right-wing streamer Cam Higby was caught on video walking up to a group of protesters and pepper spraying multiple people, outside the Newark ICE Facility.
Then, as people reacted to being sprayed, an armed man pulled him away, telling him, “It’s not worth it… it’s time to go.”
Last time I checked… walking up to a group of people and spraying them with a chemical irritant is commonly charged as assault or battery.
And then, after spraying the crowd, the video show Higby, and the armed man, running into the ICE facility while agents allowed them inside.
Imagine the outrage if a left-wing activist walked up to a group of conservatives, pepper sprayed them, and then disappeared behind federal gates.
The headlines would never stop.
The law is supposed to apply equally to everyone.
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Master Sword 🛡️ retweetledi
This is what a rigged system looks like.
If you paid $1 in federal income taxes last year you paid more than Pizza Hut, Taco Bell, KFC, PayPal & Honeywell.
Trump enabled these corporate tax dodgers to shift their profits to offshore tax havens in Malta, Singapore & Switzerland.
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Master Sword 🛡️ retweetledi
CRAZY: 🇺🇸 SpaceX is going public at ~$1.8 trillion.
Revenue last year: $18.7 billion. Net loss: ~$4.9 billion.
That's a price-to-sales multiple near 96x.
On a company currently growing revenue around 33% a year, and still losing money.
To grow into that price, it has to sustain 40%+ revenue growth for 10 years straight.
Almost impossible.
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Master Sword 🛡️ retweetledi
BULLISH: SWIFT confirms 25+ banks going live by June, using crypto for 24/7 cross-border payments.
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@Hedgeye When benchmark rules are adjusted around megacap listings, passive investors are no longer just tracking the market.
They are helping validate the price that private markets already set.
x.com/StructSkeptic/…
OmerC@StructSkeptic
Nasdaq has created a 15-trading-day path into the Nasdaq-100 for newly listed megacaps that rank among the top 40 by market value. It has also removed the minimum free-float requirement, replacing it with a low-float weighting cap. The S&P 500 is still more conservative. Under current rules, IPOs generally need 12 months of public trading before consideration. Even S&P’s proposed reform would reduce that to six months, and inclusion would still remain committee-based. That difference matters. One benchmark still says: season the stock, build public trading history, let price discovery work. The other is moving toward: list here, enter the index almost immediately, and index-linked capital may have to follow. Tesla showed why this matters. Its S&P 500 inclusion forced tens of billions of dollars of index buying in 2020. SpaceX makes the same plumbing more visible because it is large enough to bend the pipes. This is not really about whether SpaceX is a great company. It probably is. The question is whether index providers are becoming part of the IPO distribution machine. Because when benchmark rules are adjusted around megacap listings, passive investors are no longer just tracking the market. They are helping validate the price that private markets already set.
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Rule changes for the SpaceX $SPCX IPO:
Index providers waived the profitability requirement and cut the seasoning window from 90 days to 5.
This forces over $30 trillion in passive 401k and retirement money to buy SpaceX at IPO valuations.
Bloomberg Intelligence estimates S&P 500 funds must absorb 19% of SpaceX's float within 6 months.
Russell 1000 and Nasdaq 100 funds will absorb 24%.
The rules built to protect passive investors:
1. S&P 500 has required 12 months of trading and 4 quarters of GAAP profitability since 2002. Both waived.
2. Nasdaq cut its inclusion window from 90 trading days to 15.
3. FTSE Russell cut its to 5.
All three benchmarks are now structured to buy SpaceX at IPO pricing.
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Master Sword 🛡️ retweetledi
🚨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.
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Master Sword 🛡️ retweetledi
Master Sword 🛡️ retweetledi
WTF is wrong with these men.Kevin Etherington a former Oklahoma MAGA district attorney was sentenced to 20 years in prison for 153 child sexual abuse files featuring prepubescent children.
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Master Sword 🛡️ retweetledi
$24,000,000,000,000 IN US BANKING ASSETS IS WATCHING ONE CEO LOSE HIS COMPOSURE.
🇺🇸 JPMorgan CEO Jamie Dimon today:
"He's full of shit."
"If he wants to be a bank, be a bank."
"We'll fight it. If we lose, we lose, and we'll live."
The target: Coinbase CEO Brian Armstrong.
The fight: CLARITY Act stablecoin yield rules.
The Senate Banking Committee already advanced it 15-9.
The largest US bank just confirmed publicly: they're losing the framework war.
Trillions follow the rules.
The rules just got written without them.
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Master Sword 🛡️ retweetledi
Every single one of them pushed for the release of the Epstein files
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Master Sword 🛡️ retweetledi
Imagine you spent 40 years doing the boring, responsible thing.
You opened a 401k at 23. You contributed every paycheck. You ignored the noise. You bought the index because Bogle told you to, because Buffett told you to, because every honest piece of financial advice for 30 years told you the index was the safest, most diversified, most rules-based way to own America.
The whole point was the rules.
The rules said: a company must trade for 12 months before joining the S&P 500. The rules said: it must show four consecutive quarters of GAAP profitability. The rules existed because in 1999 the index quietly bought a lot of stocks at the top, and pensioners paid the bill.
After the dot-com crash, S&P tightened the rules. Nasdaq tightened the rules. FTSE Russell tightened the rules.
For 23 years, those rules held.
Then SpaceX filed for IPO.
And the rules changed.
The S&P 500 waived the profitability requirement. Nasdaq cut its trading-history window from 90 days to 15. FTSE Russell cut its to 5.
Bloomberg Intelligence estimates the major index funds will absorb between 19% and 24% of SpaceX's float within six months. That's over $30 trillion of passive 401k and retirement money, mechanically buying a single newly public company at IPO valuations, because the rules said they had to.
Except the rules used to say they didn't.
Here's the thought exercise:
If you spend 40 years building a system designed to protect ordinary savers from buying overpriced stocks, and then you waive the protections the moment a sufficiently large stock asks you to, what was the system actually protecting?
Most of investing is about understanding what's a rule and what's a guideline.
A rule binds the rule-maker.
A guideline binds the saver.
You're allowed to find out which is which only after the fact.
Hedgeye@Hedgeye
Rule changes for the SpaceX $SPCX IPO: Index providers waived the profitability requirement and cut the seasoning window from 90 days to 5. This forces over $30 trillion in passive 401k and retirement money to buy SpaceX at IPO valuations. Bloomberg Intelligence estimates S&P 500 funds must absorb 19% of SpaceX's float within 6 months. Russell 1000 and Nasdaq 100 funds will absorb 24%. The rules built to protect passive investors: 1. S&P 500 has required 12 months of trading and 4 quarters of GAAP profitability since 2002. Both waived. 2. Nasdaq cut its inclusion window from 90 trading days to 15. 3. FTSE Russell cut its to 5. All three benchmarks are now structured to buy SpaceX at IPO pricing.
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