
KryptomaxK9
2.3K posts

KryptomaxK9
@Kryptomaxk9
⚔️⚔️SPARTAN WARLORD ⚔️⚔️ Spying out the best crypto in the #Metaverse! $STX #NFT HTL https://t.co/tXMG2ibOmv https://t.co/85JR44inw0
Metaverse Katılım Nisan 2018
569 Takip Edilen169 Takipçiler
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#NFTs are booming!
- Can NFT creators please be clear about what rights they confer on NFT holders. It will help alot
$STX $ETH #NFTCommunity #NFTGiveaway #nftcollector
lexology.com/library/detail…
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@LindaRaschke You Rock
Keltner Bands + LBR 3/10 in action
#Gold #Silver Weekly, Daily, 2H
Add SMA(5) on Daily for extra zest

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I can't believe that the once richest man on earth just bet his entire empire on ONE company.
And he has 9 days to pull it off.
SoftBank is scrambling to deliver $22.5 billion to OpenAI by December 31st.
To get there, CEO Masayoshi Son sold his ENTIRE stake in the best-performing AI stock on the planet.
Then sold billions more in other holdings.
Cut staff. Froze dealmaking. Borrowed against everything he owns.
This is the biggest all-in bet in the past few years.
And it might be the most reckless financial engineering since 2008.
Here's what's actually happening:
SoftBank promised OpenAI $40 billion back in April when the company was valued at $300 billion.
The deal had conditions. OpenAI had to convert to a for-profit structure by year-end.
They did that in October.
Now the clock is ticking. $22.5 billion must arrive in 9 days or the deal breaks.
Son already delivered $17.5 billion earlier this year.
Getting the rest is proving harder than anyone expected.
The moves Son made to raise the cash are absolutely wild:
He dumped SoftBank's entire $5.8 billion position in Nvidia.
Not trimmed. Not reduced. LIQUIDATED.
The same Nvidia that's been printing money for AI investors all year.
He sold $4.8 billion worth of T-Mobile shares.
Slashed staff across the company.
And the Vision Fund that used to write checks for everything? Dead.
Any deal over $50 million now requires Son's personal approval.
Investment managers who used to hunt for the next big thing are now working full-time on the OpenAI transaction.
But it still wasn't enough cash...
So Son went to the debt markets.
He expanded SoftBank's margin loan capacity by $6.5 billion, bringing total undrawn capacity to $11.5 billion.
All of it backed by Arm Holdings stock.
If Arm's stock drops, those loans get called. SoftBank faces margin calls. The whole thing unravels.
And the risk gets crazier.
OpenAI's valuation has tripled since April.
Started at $300 billion. Now heading toward $900 billion according to sources.
Amazon is reportedly joining the next round.
On paper, SoftBank's investment looks brilliant. A 3X return in 8 months.
But here's the thing:
OpenAI is hemorrhaging cash at a rate that makes Uber's losses look responsible.
The company generates $13 billion in annual revenue.
Impressive... right?
But they're literally projected to LOSE $74 billion by 2028.
Not break even with losses. Not approach profitability.
$74 billion in the red.
Their revenue is growing. Their losses are growing faster.
Because AI compute costs don't scale down. They scale UP.
Every new ChatGPT user costs OpenAI money.
Every API call burns cash.
Every model training run requires millions in compute.
Sam Altman told employees OpenAI is now in "code red" mode.
Pausing all other product launches to focus entirely on beating Google's Gemini.
That's the language of desperation.
And Altman's long-term vision is even more expensive.
He wants to build 30 gigawatts of AI compute capacity.
Cost: $1.4 TRILLION.
For context, that's larger than Mexico's entire GDP.
He wants to add 1 gigawat every single week.
Each gigawatt costs over $40 billion.
The math doesn't work. The business model doesn't work. The capital requirements are impossible.
But Son is betting everything anyway.
Why would he do this?
Because if it works, he owns the future.
If OpenAI becomes the infrastructure layer for the next 20 years of computing, that $22.5 billion turns into trillions.
SoftBank becomes the kingmaker of AI. Son becomes the most powerful investor in history.
But if it fails?
SoftBank vaporizes.
The Nvidia stake is gone. Can't get it back.
The T-Mobile shares are gone.
The margin loans against Arm come due.
Son has systematically dismantled his portfolio to concentrate everything into one bet.
This is the opposite of diversification.
This is the opposite of prudent risk management.
This is a founder going all-in on a vision that everyone else thinks is insane.
And he might be right.
Other investors see it too. That's why OpenAI's valuation tripled in 8 months.
BlackRock, Fidelity, and JP Morgan are all writing massive checks to private AI companies.
Databricks just raised $4 billion at a $134 billion valuation.
The entire market is betting that AI infrastructure will define the next decade.
But the difference?
They're diversifying. Spreading risk. Building portfolios.
Son put everything on one company.
The deadline is December 31st.
In 9 days, we'll know if SoftBank pulled it off.
If they deliver the $22.5 billion on time, the bet stays alive.
If they miss the deadline, the deal could collapse. The terms could change. Competitors could swoop in.
And Son will have sold the farm for nothing.
This is either:
The greatest venture bet in history.
Or the most reckless financial move since Lehman Brothers.
There's no middle ground.
Masayoshi Son doesn't do middle ground.
He bet big on Alibaba in 2000 and turned $20 million into $60 billion.
He bet big on WeWork and lost $14 billion.
Now he's betting bigger than ever.
$22.5 billion. 9 days. Everything on the line.
What would you do?
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@TgMacro But then why did Management buy $15M of stock in September?
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@garysavage1 What about sector rotation - healthcare, pharma, consumer staples?
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What most traders don't understand is that big money isn't made by active trading. The impulse to be "doing something" is poisonous to your portfolio.
Big money is made by those that have patience. The traders that can wait for the right setup and then act decisively once the setup arrives. Those are the winners in this game.
Right now there's nothing to do. Metals are in an intermediate degree correction. Stocks are too mature in a stretched intermediate rally to keep pressing, oil is still locked in a cyclical bear market with no clear sign of a bottom yet, and bitcoin is stuck in a megaphone topping pattern.
There's no good setup in any of these markets so the game plan is to wait and not whittle away at our spectacular gains by trying to force something to happen.
This is one reason why I'm not going to open the SMT for new subscribers right now. There's just nothing worth doing.
By December the odds will be much better that metals will be setting up for the next leg up in the bull market and that's when I plan to reopen. For now the game plan is wait.
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😂
First time in about a month I actually looked at a $CDE chart. Weekly chart is all I am interested in right now. It would not surprise me to see this awesome stock get down as low as $12 to $14. That would allow indicator reset, get good fib retracements, a test of the 30 WEMA and a bit of time for me to chill on all the precious metal euphoria. Could be done too, but seems early and too easy. Still calmly believe this is a bull market.

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@elonmusk There will be no poverty, no hunger and no disease... Because there will be no people
#UN #depopulation
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I’ve been warning about this since the turn of the century
Tim Pool@Timcast
The population isnt "collapsing" It has collapsed The shoreline is receding and no one understands the tsunami about to hit us As US population goes it will be impossible to redevelop. Automation won't replace your customers
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