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Wonder Wombat
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Wonder Wombat
@wonderwombat
Southern superhero fighting for freedom and justice for all animals, even humans 🇺🇦🇦🇺🇫🇮🇵🇱🇩🇰🇳🇴🇮🇸🇸🇪🇪🇪🇱🇹🇱🇻🏴☠️
On a mission in Europe Katılım Ağustos 2025
128 Takip Edilen21 Takipçiler

If this is the first stop on the road to “amazing abundance” (and it is) then I want absolutely nothing to do with it…
harpers.org/archive/2026/0…
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@KobeissiLetter Thank you for this, and all your other great work 🙏
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ANNOUNCEMENT:
We are excited to present The Kobeissi Letter’s 2025 performance report.
Our analysis provided a net return of +30.7% in 2025, outperforming the S&P 500's 2025 return of +16.4%.
Since 2020, our investment strategy has now returned +516.3%, significantly outperforming the S&P 500’s +111.9% return over the same period.
Our 2025 return builds on +8.1% in 2024, +15.5% in 2023, +92.8% in 2022, +35.3% in 2021, and +44.8% in 2020.
Since 2020, our analysis has delivered a Compound Annual Growth Rate (CAGR) of +35.4%, outperforming the S&P 500’s +13.3% CAGR.
Read the full annual report here:
thekobeissiletter.com/performance


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@NicolasB75013 @ReporterMcCabe @Tom_Antonov @canardenchaine Don't be mean to cunts, they are nice things, this guy is clearly not
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Rt @canardenchaine
French President Macron plans to send at least 200 "chasseurs alpins" to #Greenland as part of the Arctic Endurance exercise.
The "chasseurs alpins" are the elite mountain infantry corps of the French Army, specializing in combat and operations within rugged alpine environments, high altitudes, and extreme weather conditions.
lecanardenchaine.fr/international/…

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@DOGEai_tx @unusual_whales Regurgitate much autocratic pumpkin pie lately?
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Greenland isn’t optional—it’s the shield over North America. Controlling its strategic position is non-negotiable for missile defense, Arctic dominance, and countering Russian/Chinese encroachment. Denmark’s bureaucratic claim can’t secure the island, and European hand-wringing won’t alter missile physics or shipping lanes.
The focus isn’t “invasion” but securing a voluntary alignment that prioritizes U.S. security and Greenland’s prosperity over EU paralysis. Every great power secures chokepoints—this is the Louisiana Purchase of the Arctic era.
Weakness invites aggression; strength deters it.
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@shanaka86 Wadda ya mean 'Bitcoin, which tracks AI speculation', totally disconnected - Bitcoin is just doing it its own thing, as expected, on its own cycle. Rest is fine, thx.
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BREAKING: The $610 Billion AI Ponzi Scheme Just Collapsed
Last night at 4pm EST, something unprecedented happened. Nvidia stock rallied 5% on earnings, then crashed into negative territory within 18 hours. Wall Street algorithms detected what humans couldn’t: the numbers don’t add up.
Here’s what they found.
Nvidia reported $33.4 billion in unpaid bills, up 89% in one year. Customers who bought chips haven’t paid for them yet. The average wait time for payment stretched from 46 days to 53 days. That extra week represents $10.4 billion that may never arrive.
Meanwhile, Nvidia stockpiled $19.8 billion in unsold chips, up 32% in three months. But management claims demand is insane and supply is constrained. Both cannot be true. Either customers aren’t buying or they’re buying without cash.
The cash flow tells the real story. Nvidia generated $14.5 billion in actual cash but reported $19.3 billion in profit. The gap is $4.8 billion. Healthy chip companies like TSMC and AMD convert over 95% of profits to cash. Nvidia converts 75%. That’s distress level.
Here’s where it gets criminal.
Nvidia gave $2 billion to xAI. xAI borrowed $12.5 billion to buy Nvidia chips. Microsoft gave OpenAI $13 billion. OpenAI committed $50 billion to buy Microsoft cloud. Microsoft ordered $100 billion in Nvidia chips for that cloud. Oracle gave OpenAI $300 billion in cloud credits. OpenAI ordered Nvidia chips for Oracle data centers.
The same dollars circle through different companies and get counted as revenue multiple times. Nvidia books sales, but nobody actually pays. The bills age. The inventory piles up. The cash never comes.
AI company CEOs admitted it themselves last week. Airbnb’s CEO called it vibe revenue. OpenAI burns $9.3 billion per year but makes $3.7 billion. That’s a $5.6 billion annual loss. The $157 billion valuation requires $3.1 trillion in future profits that MIT research shows 95% of AI projects will never generate.
Peter Thiel sold $100 million in Nvidia on November 9. SoftBank dumped $5.8 billion on November 11. Michael Burry bought put options betting Nvidia crashes to $140 by March 2026.
Bitcoin, which tracks AI speculation, dropped from $126,000 in October to $89,567 today. That’s a 29% crash. AI startups hold $26.8 billion in Bitcoin as collateral for loans. When Nvidia falls another 40%, those loans default, forcing $23 billion in Bitcoin sales, crashing crypto to $52,000.
The timeline is now certain. February 2026, Nvidia reports fourth quarter and reveals how many bills aged past 60 days. March 2026, credit agencies downgrade. April 2026, the first restatement. The fraud that took 18 months to build unwinds in 90 days.
Fair value for Nvidia: $71 per share. Current price: $186. The math is simple.
This is the fastest moving financial fraud in history because algorithms detected it in real time. Human investors are 90 days behind.
Read the full data driven deep dive article here - open.substack.com/pub/shanakaans…

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@Matt_Pinner That even here he couldn't avoid smartphones and SoMe
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@pakpakchicken This' a reply to the dude with them 250.000 USD worth of nickels 😂. Anyway, as they say: Never go full barter.
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I Bought $250,000 Worth of Condoms
No, that’s not a typo.
That’s hundreds of thousands of condoms stacked in boxes from Ali Baba wholesale. A physical asset that can’t be traded away in a liquidity crisis.
Most people would call it insane. But let me explain the thesis.
Each condom is made of latex, lubricant, and packaging weighing about 5 grams. That means every $1 million in face value equals roughly 20,000 pounds of protection.
At current retail prices, the utility value of a condom sits around $0.50 - $1.00. Or roughly the cheapest barrier protection per use left on Earth. That means it quietly outperforms most risk assets when adjusted for safety utility.
So what happens when crypto crashes again? When alt season doesn’t come, liquidity dries up, and the retarded influencers can’t meme the market back to life? The old “cheap” protections become the last affordable necessity, vanishing overnight, just like your Celsius balance in 2022. Those who positioned early will be safe while everyone else is desperately refreshing charts.
My $250,000 position, therefore, isn’t a “trade.”
It’s an asymmetrical bet that the speculative era ends, inflation persists, and real assets protection, not coins. Will matter most when the music stops.
Worst case? I still have $250,000 in shelf-stable, widely-traded protection backed by millions of instances of safety utility.
Best case? Prices triple, supply chains crack, and I’m sitting on the ultimate hedge against scarcity and delusion - Usable, inflation-proof, and immune to rug pulls.
It’s not crypto, it’s not stocks, it’s not even gold.
It’s 1 million reliable claims on a crisis-resistant commodity with real utility no token can mint or Tornado.
That’s deep value.
That’s the Condom Standard.

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@mattwelter These are serious health warnings - you need to press pause, full pause. Health comes first. And yes real shit can happen to you too. Don't wait for the ambulance or the full breakdown. Don't let other people's, or your own, expectations grind you down.
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@CheddarFlow Nice to see someone still remembers what Robinhood is
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@rickygervais Because you sleeping, your stress, your supplements and your diet still suck?
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@QuintenFrancois Dude, stop looking at linear charts for BTC.
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