Uchiha Itachi

Fully Locked on, No flares, no evasive maneuvers. What the hell does Iran have to make the F-35 so vulnerable?

Wall Street is becoming increasingly concerned about Big Tech CapEx: 22% of global fund managers now believe companies are deploying too much CapEx, the 2nd-highest on record. Since 2005, the only higher reading was 33% in February 2026. In the prior 20 years of the survey, fund managers had never been concerned about firms overinvesting. By comparison, 70% of participants believed companies were investing too little in 2017. Not even the 2008 Financial Crisis saw such elevated CapEx concerns, when 10% of participants said firms were spending too little. Institutional investors are growing concerned about big tech CapEx.

🚨 Private credit defaults just surpassed 2008 levels. 9.2% default rate. $1.8 trillion market. 18:1 liquidity mismatch. The rest writes itself.

🚨 US banks have quietly funneled $257 billion into private credit markets Do I even need to say it?

I’ve been telling you this was coming. For months. Now it’s here. I don’t tell you what makes you feel good. I tell you what’s actually happening. I tell you the truth. That’s why 1.4M of you are here. Pay attention to what I post in the next few days/weeks. Notifications on.

Everyone’s focused on what to buy tomorrow. Nobody talks about the power of sitting in cash and watching everything fall apart.​​​​​​​​​​​​​​​​ Sit on your hands, enjoy your life, come back when the time is right.

THIS IS IT. I’m officially 95% out of the market. S&P 500 price now: 6,983 I’ve been in this game for more than 20 years. Here’s why I decided to get out: First of all, didn’t sell my long term BTC stack I’ve been holding since 2013-2015, my metals and real estate. Does that mean the market will crash tomorrow? NO. ABSOLUTELY NOT. I’m not a day trader. But there’s a good chance we’re very close to a market top and could drop 15–20% from here. The smartest founders in history are all rushing to the exit at the same time. – SpaceX – OpenAI – Databricks – Anthropic They’re aggressively targeting 2026 IPOs with a combined $4T valuation. They aren’t selling because they need cash. They’re selling because they’ve identified the top. We’ve seen this exact setup twice before. The 2000 Dotcom crash and the 2021 SPAC mania. Insiders use the window to distribute shares at unsupportable valuations (100x revenue). The math ain’t mathing. Big Tech are burning a shit ton of money trying to chase the AI narrative. – $400B in AI Capex – Only ~$20B in revenue return To justify this spend, they need $2 Trillion in new revenue by 2030. That isn't an investment. That’s a bubble. And look who else is leaving. Warren Buffett is sitting on a $300B+ pile of cash. He’s been aggressively selling into this rally. He doesn’t want to buy the dip. He wants to survive the crash. Then there’s the 2026 debt wall. Zombie companies survived on 0% interest rates, but now the bill is due. They have to refinance BILLIONS this year at significantly higher rates. Most won't survive it. Let’s see how this plays out. Keep in mind: I called the last 3 major market top and bottom publicly. When I start buying again, I’ll say it here for everyone to see. Many people will regret not following me sooner.