Erik Foreman

Probabilities through 2027 based on #Fed Funds Rate Futures. cmegroup.com/markets/intere… 40.7% chance of a rate hike in December's #FOMC to 3.75%-4.00% target.

@Spud1845740 @bybrandonjones @BrianAtlas @MrDeadmanDT One struggle? This girl is struggling with two: youtube.com/shorts/K9uVZf3…

@bybrandonjones @ErikForemanMD @BrianAtlas @MrDeadmanDT Lord what, one struggle

How DARE this race ist YT man approach this Vietnamese queen. The AUDACITY. He should be arrested and maybe executed. I hope she can recover from this trauma.

@Spud1845740 Let's get #AI to reenact this scene in Children of Men: youtube.com/watch?v=wrALRx… But instead we have Sargon of Akkad talking to Fukuyama, with Nick Fuentes as the mute neurodivergent.

@Spud1845740 HOLY SHIIIIEEET HAHHAHAHAHAHA

Ahhaha it so over . We did it. History can finally move forward @ErikForemanMD

China Restricts Fentanyl Precursor Chemical Exports To North America After Trump-Xi Talks zerohedge.com/geopolitical/c…

DAS RITE! It's all about that #CapEx

@FirstSquawk Where's my boy Barak Ravid? Ready for another rumor drop sunday a couple hours before futures open during a 3 day weekend LMAO

NO SIGN TRUMP MADE A DECISION TO RESUME WAR WITH IRAN: AXIOS

@BickerinBrattle Locking in 5% interest on a 30Y Treasury #Bond or park my money in $SNDK $MU $EWY for another 1000% hmmmmmm

Sign of a top. Always is.

NEW: SEC grants approval for Nasdaq Bitcoin Index options.

Micron Technology, $MU, CEO said he expects the memory chip shortage to extend beyond 2026.

@BullTheoryio FIGHT ME BRO! I GOT DIAMOND HANDS! $SOXL $RKLB $ASTS $HUT $NBIS $KORU

🚨 MICHAEL BURRY JUST WARNED THE ENTIRE AI BOOM MAY BE BUILT ON TEMPORARY DEMAND. He published a post today calling Nvidia "the North Star, Orion, the whole Milky Way" and explaining why that makes it the most dangerous stock in the market right now. His core argument is: Nvidia is selling into a concentrated group of buyers Microsoft, Google, Amazon, Meta who are all racing to buy chips not because they need them for real revenue generating products right now, but because they are in a training and benchmarking phase that will not last forever. Hyperscalers currently account for approximately 50% of all Nvidia data center revenue. When the training phase ends and these companies shift from building AI to deploying it, the demand profile changes completely. Burry calls this the "bullwhip effect." When the buyers at the end of a supply chain over order because they are afraid of missing out, the distortion amplifies all the way back through the chain. Nvidia sees record demand. Nvidia locks in massive custom supply commitments. Data center financing expands to accommodate the buildout. Everyone bets the demand is permanent. Nvidia just reported $81.6 billion in quarterly revenue, up 85% year over year. Data center revenue alone was $75.2 billion, up 92%. The numbers are real but the question Burry is asking is whether the demand behind those numbers is structural or temporary. He calls it the "bezzle." A term coined by economist John Kenneth Galbraith to describe the gap between what people think they own and what actually exists. In a bezzle, the money feels real, the assets feel real, and everything looks fine until the moment it does not. Historically the semiconductor industry is highly cyclical. The persistent fear among analysts is that the current build out phase of AI will eventually lead to oversupply of computing power and when that happens the whiplash into Nvidia's revenue could be severe. Burry has been wrong on timing before. He called the market a sell in 2023 and it went up 131% since then. But the 2008 mortgage crisis he predicted also looked like a timing mistake for two years before it was not. The difference this time is that he is not just making a macro call. He is pointing to a specific mechanism, concentrated buyers, a temporary demand phase, and custom supply commitments that create obligations on both sides and saying the math only works until the training phase ends. Nvidia trades at 33 times forward earnings on $81 billion in quarterly revenue. If hyperscaler capex slows even 20%, that math changes very fast.

@Fun_Viral_Vids @Spud1845740 @MrDeadmanDT bruh this County Faire an't family friendly

Strawberry Festival but... All of a sudden, I'm craving tacos

@alphafox Ben + Grace, Matt + TJ are just Temu versions of this lovely couple. @MrDeadmanDT @Spud1845740

Couple with 31 year age gap answers common questions they get: 😳

@vonnegutguru @ConkyRespecter @nypost Shouldn't be a surprise. Actresses are all part of a pipeline, it's just that the Vancouver pipeline is a Temu version of Hollyweird so they got shutdown by the bigger cults.

@ErikForemanMD @ConkyRespecter @nypost I forgot about that! 😬

‘Battlestar Galactica’ star Tricia Helfer becomes latest celeb to join OnlyFans trib.al/GBx8Ecn

@mattvanswol We got a Chudette shooting at a courthouse this time! @MrDeadmanDT @JeSuisJohnGalt #ChudTheBuilder

🚨#BREAKING: A BLACK WOMAN HAS JUST SHOT TWO ATTORNEYS OUTSIDE OF THE RALEIGH NC COURTHOUSE IN BROAD DAYLIGHT. MULTIPLE GUNSHOT WOUNDS REPORTED. ONE ATTORNEY, A WOMAN, IS CURRENTLY IN SURGERY FIGHTING FOR HER LIFE!!! PLEASE PRAY!!! WE DO NOT HAVE TO LIVE LIKE THIS!!!!!!

@AlfredAlfer77 @Jacksukku Emily you should make them play this ragtime song at the stadium instead: youtube.com/watch?v=x39eJq… Just don't play it on youtube cuz $GOOG $GOOGL only allows songs that have the Hard-R or Chinese Slurs @MrDeadmanDT @Spud1845740

@Jacksukku After getting fired I oft dreamt of seizing control of the Philadelphia Phillies Stadium and hacking the jumbotron to play the "trololo" song as I go around singing it in the seats while dodging the security guards trying to remove me.

Ahahahahahaha #GoodTimes #Phillies #Phanatic

@chickyxime Women finna learn about the concept of 'There's no such thing as a Free Lunch'? @MrDeadmanDT @bybrandonjones @Spud1845740

Man refuses to pay for dates meal because she says she's not going to sleep with him

@ConkyRespecter @nypost Half of the female cast joined that #NXIVM cult and now the other half going to #OnlyFans

@nypost Damn she looks like Ellen Tigh now

@nypost 'They Have a Plan' LMAO #BSG #Battlestar #NuBSG youtube.com/watch?v=9VBTcD…

@junkbondanalyst #BOYT Finance! Hajdini got the RECEIPTS! @MrDeadmanDT @bybrandonjones

JPMorgan’s Lorna Hajdini is dropping receipts in her countersuit against ex-banker Chirayu Rana, saying his claims are total fabrication. The leveraged finance executive is now being flooded with vile threats over email from creeps, brought on by his allegedly frivolous lawsuit.