Humble Billionaire

Your kids won’t care how much money you make and by the time they turn 18 you have spent 90% of your in-person time with them.

There is a lot of noise surrounding the potential US/Iran deal. Here’s what the rumors are so far: - Iran has agreed to give up its stockpile of highly enriched uranium. Iran currently has 400 kg of highly enriched uranium. Enough for 11 nuclear bombs. - The US would begin a phased unfreezing of Iran’s $6b to $30b in cash. - The Strait of Hormuz will open up. - Iran won’t charge a penny for ships to pass through. No $2m toll fee. - The US agrees to relieve some of the sanctions. - War ENDS on all fronts with Lebanon. - US forces near Iran to withdraw. - 30 to 60 days to finalize the nuclear deal. If true, that’s a massive victory for the President. Here are the winners and losers. Winners: 1. American people. Oil prices will likely fall. Shipping insurance costs drop. Inflation pressure eases. 2. The President 3. Global markets. 4. Stock market. 5. Gulf states. Temporary tension eliminated. I have them as both winners and losers. 6. IRGC gains legitimacy. They’re not Venezuela. Whether anyone likes it or not. Including myself. 7. China is a major winner. The Strait of Hormuz hurt them the most. They can spin this to their people that the deal got done after the President left China. 8. Russia relies on Iran being a bit more stable. 9. NATO nations were starting to worry. They were pansies shivering about having to help the US. (They’re also big losers in my eyes) Losers: 1. Iranian people. No one knows what the IRGC will do after this deal to their own people. Their media outlets will say they beat America. That message will 100% be pushed. The Iranian people will be under even more scrutiny by the IRGC. 2. Obama’s administration. This sounds like a much stronger deal than Obama’s administration made. 3. Netanyahu. He wanted regime change or collapse for his legacy, but Trump wasn’t on the same page at the end. 4. NATO was exposed. They showed they don’t have America’s back if shit were to hit the fan. Terrible moment for them. 5. Reza Pahlavi. Another year of not being able to help his people become free. This point will lead to more memes by the RP loyalists but it’s the truth. 6. Gulf states. The IRGC still controls a neighbor capable of firing rockets at surrounding Gulf nations. 7. Iranian proxies and non state actors. Hezbollah, Houthis, and Shia militias will not receive the same funding flow if sanctions are removed under limitations tied to the agreement. 8. Defense contractors and war hawks. They wanted this thing to continue so they could land massive contracts. I’m sure they’re not happy. 9. Oil producers benefiting from high prices. 10. Political extremists on both sides. Those who wanted to see the President lose (woke right) and those pushing for nuclear war. 11. Democrats. They desperately needed this to continue heading into the midterms. They will HATE this deal. Don’t worry, they’ll still find a way to blame Trump. But independents won’t fall for the BS. Democrats and the woke right will follow suit, but not reasonable independents who can see through the nonsense. I predicted this would be done before June 14th. Lots of people pushed back. Obviously, it’s not done yet, and anything can happen, especially when dealing with Iran, but if the President pulls this off, the news outlets, pundits, and influencers will move on to the next issue after they’re done crying nonstop. The greatest 60 days of positive distractions are around the corner. President Trump’s birthday: June 14th US 250 year anniversary: July 4th World Cup: June 11th to July 19th The world will move on, and the President can focus on driving results toward the midterms, Cuba, affordability and other issues. Love him or hate him, he continues to show how fluid his mind is and that he can change his approach depending on whether things do or don’t go his way. Future Looks Bright.

🚨 THE ENTIRE AI BOOM MIGHT BE BUILT ON FAKE REVENUE. Latest corporate filings show that OpenAI and Anthropic alone make up over half of the entire $2 trillion future cloud backlog held by Microsoft, Oracle, Google, and Amazon. This massive pipeline is actually being created through a circular accounting trick called a round trip revenue loop. But how it works ? A tech giant gives billions of dollars to an AI startup as an "investment". But hidden in the contract is a strict rule forcing the startup to hand that exact same money straight back to the tech giant to rent their computer servers. Look at the documented case of Microsoft and OpenAI. When Microsoft invested $13 billion into OpenAI, it didn't just give them cash; it gave them "cloud credits" to use Microsoft servers. OpenAI used those exact credits to train its AI models, and Microsoft then turned around and recorded that server usage as brand new "cloud revenue" from a customer. The tech giant is literally paying itself with its own money and calling it a sale. This is why OpenAI’s annual cloud bill has ballooned to over $60 billion, double its actual revenue of $25 billion, kept alive solely by this recycled funding loop. Anthropic runs the exact same play, spending $2.66 billion on Amazon Web Services in just nine months, which was basically 100% of all the money it earned at the time. This manufactured demand triggers a second accounting trick where tech giants book massive paper profits. Every time a startup gets a higher value from a new funding round, the tech giant updates the value of its investment on its books and counts that unearned paper gain as direct profit. In Q1 2026, Alphabet reported a record $62.6 billion profit, but $28.7 billion nearly half, was just a paper markup on its Anthropic investment. In the same quarter, Amazon reported $30.3 billion in profit, but $16.8 billion of it was just an Anthropic paper gain. While Amazon reported record profits, its actual free cash flow collapsed 95% to just $1.2 billion because it had to spend $44.2 billion in real cash to build physical data centers. This has created a massive danger where these giant companies rely heavily on just one or two unstable startups. Microsoft has 49% of its $627 billion future backlog tied to OpenAI, while Oracle has an incredible 54% of its entire $553 billion pipeline relying on OpenAI alone. This perfectly mirrors the 2001 dot-com crash when Global Crossing and Qwest Communications swapped identical fiber-optic network capacity with each other just to book fake sales. Qwest had to erase $1.4 billion in fake income, and Global Crossing went completely bankrupt. The only difference is that the dot-com swaps were illegal, but today's AI loop is fully legal under current accounting rules. This legal loop inflates tech company stock prices, forcing automatic retirement accounts and index funds to buy even more of these tech stocks. It is a self feeding loop where investments, sales, and stock prices all go up on paper without the AI technology ever making real cash profits.