
Chad Nomad
1.3K posts

Chad Nomad
@chadnomad_
Peasant. Plumber. Memes. Stonks. Due to current market conditions I identify as exit liquidity, Fun in Dysfunctional










$BTCUSD

Banking giant @SoFi just became the first regulated bank in the US to allow customers to buy Solana directly from their checking account 🤯


This is just straight up one of the most bearish HTF charts I've seen Now usually I'd just be like "ah everyone is seeing this so it won't play out" "Just a ploy to make people bearish before up" But I'm not seeing any panic, no one is discussing this WTF is going on








Tell me you don’t understand how depreciation charges work without telling me Hint: you just made Burry’s point for him


Michael Burry says hyperscalers are stretching the “useful life” of compute hardware to understate depreciation and boost earnings. He estimates a $176B gap by 2028, with $ORCL overstating earnings by ~30% & $META by ~20%. I’m taking the other side because AI is entering a world where every app, every workflow & every device runs inference in real time. That requires massive amounts of fresh compute when billions of daily tasks move to AI inference so that alone breaks the idea that they can stretch useful life.








