Es De Arianos

The cracks inside OpenAI are deepening, and the numbers don’t lie. When your own CFO is sounding the alarm, something is seriously wrong. Check this out: 1: OpenAI missed its target of 1 billion weekly active users, and missed multiple monthly revenue targets earlier this year, per WSJ 2: ChatGPT’s share of generative AI web traffic collapsed from 86.7% to 64.5% in just 12 months, while Google’s Gemini surged from 5.7% to 21.5% 3: CFO Sarah Friar has privately warned colleagues that OpenAI may not be able to pay for future computing contracts if revenue doesn’t accelerate, and has been excluded from key infrastructure meetings by Altman as a result 4: Friar is also pushing back on Altman’s aggressive IPO timeline, saying the company is not organisationally ready to meet public company reporting standards 5: OpenAI has committed to roughly $600 billion in future data center spending, projections show the company could burn $200 billion before reaching steady cash flow, even after raising $122 billion in the largest funding round in Silicon Valley history 6: Altman’s own board is now questioning his spending decisions, and court proceedings in Musk’s lawsuit to oust Altman and unwind OpenAI’s for-profit conversion have just begun The biggest AI company in the world is valued at $852 billion, and its own CFO isn’t sure it can pay its bills. OpenAI is the biggest retail trap of the last decade. If you want to know where we’re deploying capital next, follow us with notifications on. Many people will wish they followed sooner.

Someone with a lot of money just made a bet so big it BROKE THE CHART. This chart is showing call option open interest on EWY. EWY is the South Korea ETF. Call open interest just hit $5.5 billion in notional value. That's the highest level in the chart's history going back to 2006. When call open interest explodes like this, it means traders are making MASSIVE leveraged bets that a stock is about to rip higher. Not small bets. $5.5 billion in notional exposure. This is the kind of positioning that only happens when big players see something coming. And here's the key part most people miss: Samsung and SK Hynix make up 45% of EWY. Both are at the center of the AI memory chip cycle. This isn't really a Korea bet, but it’s a leveraged AI bet through a different door. Whether it pays off or not is another question. But someone is positioning for something major and they're not being subtle about it. If you want to know where WE are deploying capital next, turn on post notifications this is VERY important. Many people will wish they followed us sooner.

A 25 year old just turned $225 million into $5.5 billion in 12 months. Here’s exactly what he bought. Leopold Aschenbrenner got fired from OpenAI in April 2024. He spent the next few months writing a 165-page thesis predicting AGI by 2027. Then he launched a fund and put his money where his thesis was. He bought zero Nvidia. Zero Microsoft. Zero Google. Zero Amazon. He bought what AI actually runs on. Bloom Energy (BE), power infrastructure for data centers. Up 1,422% in one year. Lumentum (LITE), optical components that move data between chips. Up 1,331%. Sandisk (SNDK), storage. Up 3,130%. CoreWeave (CRWV), GPU cloud infrastructure. Up 166%. Iris Energy (IREN), AI computing and data centers. Up 583%. The thesis was simple: every AI company needs energy, bandwidth, storage, and compute. Nobody was buying those. Everyone was buying the AI companies themselves. He was right. His fund now manages $6 billion. Backed by Patrick and John Collison of Stripe and former GitHub CEO Nat Friedman. I’m adding this to my watchlist. Every time he files a new 13F, we will break it down here. Turn on notifications so you don’t miss the alert, this is VERY important. Many people will wish they followed us sooner.

🚨 Something very unusual just happened. Someone purchased an insane amount of VIX calls. In other words, a big player is betting the market will crash soon and he's doing it with a lot of money. Nobody drops millions on VIX calls unless they know something we don’t. VIX calls only pay off when volatility explodes, which almost always means stocks are getting smoked. The last time the VIX was sitting this calm before getting blown up was early April 2025. 8 trading days later, the VIX exploded from under 17 to over 60. The S&P 500 had one of its worst 2-day drops since the 1987 crash. Trillions in market cap wiped out. We will keep watching. When we make a new move in the market, we will let you know. Turn on notifications so you don’t miss our alerts, this is extremely important. Many people will wish they followed us sooner.

Michael Burry made $100 million for himself and $725 million for his investors betting against the housing market in 2008. Hollywood made a movie about him called The Big Short. Last quarter he made his BIGGEST market call in 17 years. Here's where he's putting his money now: – He opened a 3.5% position in PayPal at $49.38 – He's adding Salesforce (CRM) – He's adding MSCI – He's holding Adobe (ADBE), Autodesk (ADSK), Veeva (VEEV), Fiserv (FISV). Every name on that list is software or payments. Every name on that list got destroyed in the recent selloff. Wall Street thinks AI is going to kill these companies, Burry thinks Wall Street is wrong. His thesis: the recent software crash wasn't about AI disruption It was driven by technical pressure in private credit markets. None of his picks rely on private credit. He says the AI disruption fears are overblown. This is the same Burry who: – Shorted Palantir with put options on 5 million shares – Shorted Nvidia with put options on 1 million shares – Accused hyperscalers of using accounting tricks to hide $176 billion in depreciation – Called this the biggest speculative bubble of all time Translation: Burry doesn't think tech is dead. He thinks the AI Mag 7 are overpriced and the rest of tech is mispriced The man who saw 2008 coming when nobody else did just told you exactly what he's buying and why. Every time he makes a new move, we will break it down here. Turn on notifications so you don’t miss the alert, this is VERY important. Many people will wish they followed us sooner.

A 25 year old just turned $225 million into $5.5 billion in 12 months. Here’s exactly what he bought. Leopold Aschenbrenner got fired from OpenAI in April 2024. He spent the next few months writing a 165-page thesis predicting AGI by 2027. Then he launched a fund and put his money where his thesis was. He bought zero Nvidia. Zero Microsoft. Zero Google. Zero Amazon. He bought what AI actually runs on. Bloom Energy (BE), power infrastructure for data centers. Up 1,422% in one year. Lumentum (LITE), optical components that move data between chips. Up 1,331%. Sandisk (SNDK), storage. Up 3,130%. CoreWeave (CRWV), GPU cloud infrastructure. Up 166%. Iris Energy (IREN), AI computing and data centers. Up 583%. The thesis was simple: every AI company needs energy, bandwidth, storage, and compute. Nobody was buying those. Everyone was buying the AI companies themselves. He was right. His fund now manages $6 billion. Backed by Patrick and John Collison of Stripe and former GitHub CEO Nat Friedman. I’m adding this to my watchlist. Every time he files a new 13F, we will break it down here. Turn on notifications so you don’t miss the alert, this is VERY important. Many people will wish they followed us sooner.