Mikael

No one ever went broke taking profits.

THIS IS HOW AI BUBBLE ENDS. SpaceX, OpenAI, and Anthropic are all racing to IPO at the same time. The market needs to come up with $200 BILLION in fresh capital to absorb them. That money has to come from somewhere. Large funds will start selling their biggest tech positions to free up cash. NVIDIA, Microsoft, Google will be the first to get sold. The problem is, those three names are carrying the entire S&P 500. When they drop, everything drops. This exact setup played out during the COVID-era IPO wave. Rivian, Coinbase, Robinhood all went public at absurd valuations. When the Fed tightened and liquidity disappeared, every single one crashed over 80%. AI and tech are already stretched thin. A $200B capital drain on top of that creates a forced liquidation event. If you've been following me, you already caught the $16k bottom and the $126k top. Missed those calls? The next one is coming. Follow me and turn notifications on.

Microsoft just banned its own engineers from using AI. The tool was literally costing MORE than the humans it was supposed to replace. They lied to you about AI adoption and now the whole narrative is blowing up: Microsoft gave thousands of engineers access to Claude Code six months ago and encouraged them to use it. Engineers loved it and adoption exploded. But then the invoices arrived. Token-based pricing means every query, every code review, every debugging session costs money. At scale across 100,000 engineers, the numbers became so large that Microsoft issued an internal order to cancel nearly all Claude Code licenses by end of June and force everyone onto their own cheaper tool instead. The company that invested $5 billion in Anthropic just told its own people to stop using Anthropic's product because it costs too much. Uber's story is even worse... Their CTO Praveen Neppalli Naga told The Information that the budget he planned for the full year was "blown away already" by April. Uber had rolled out Claude Code in December 2025. By March, 84% of their 5,000 engineers were using it with 70% of all committed code coming from AI systems. Heavy users were burning $500 to $2,000 per month each. Naga himself spent $1,200 in a single two-hour demo session. The company had even built internal leaderboards ranking engineers by how much AI they used. They literally gamified the spending and then ran out of money. Now look at what Nvidia's own VP of applied deep learning Bryan Catanzaro said to Axios last month. Direct quote: "For my team, the cost of compute is far beyond the costs of the employees." This is a VP at the company that SELLS the chips saying that using AI is more expensive than paying humans. Think about what this means for the entire AI narrative. Every CEO on every earnings call for the past two years has said the same thing: AI will make us more efficient, reduce headcount, and cut costs. The stock market rewarded every company that said it. Fired workers, stock goes up. Announced AI adoption, stock goes up. But the actual companies deploying AI at scale are discovering the math doesn't work. The MORE employees use AI, the HIGHER the bill. Goldman Sachs forecasts a 24x increase in token consumption by 2030 as companies adopt AI agents. Gartner just published a report showing that even though individual token prices will drop 90% by 2030, total enterprise AI costs will go UP because agents consume exponentially more tokens per task than basic tools. Meta built an internal dashboard called "Claudeonomics" to track which employees use the most AI. Amazon started pushing engineers to "tokenmaxx," their internal term for consuming as many AI tokens as possible. Both companies are spending hundreds of billions on AI infrastructure this year alone. And Microsoft, the company that bet its entire future on AI, just told 100,000 engineers to stop using the tool they liked best because the per-token bills got out of control. The companies building AI are telling investors it saves money. The companies using AI are finding out it costs more than the humans it was supposed to replace. And even the company that makes the chips just admitted it through its own VP. This is the gap nobody on Wall Street is pricing in. $725 billion in AI infrastructure spending this year across Big Tech. And the first companies to actually deploy these tools at scale are already pulling back because the economics don't work. What do you think?

You can see the world crystal clear only when both eyes are closed. The truth was locked away.

There's a major skills issue from American born citizens because the education system has ZERO value. Perhaps NEGATIVE value and that is why everyone is broke. Blame what you want that is a clear choice.

The bottom half of earners pay 3% of taxes. For what purpose why not have 0% tax for that half of people?

Distracted consumerism from Boomers is peak low-level life form while your bloodline comes to an end due to zero traditionalism or protection of kin. Meanwhile the entities that do keep your family safe you denounce because of personal rights of illegal aliens and gender mutilated individuals.

@BullTheoryio General consumer advisement would be to boycott expenditures to the behemoth that is farming you

🚨 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.

Add to the list: - Oil volatility building - Gold holding elevated levels despite risk-on. - Defense names and aerospace quietly outperforming while retail attention stays on AI and crypto. - B-2 bomber optics same as Maduro grab n' bag and Iranian Supreme Leader Ali Khamenei assassination. - Weekend herunusually adlineisk is high relative to current VIX pricing. - “Everything is fine” sentiment in equities ALL WEEK green with fed liquidity while macro positioning suggests MAJOR tail-risk underneath the surface. - U.S./Israel/Iran messaging increasingly asymmetric and contradictory hour-to-hour. - Massive divergence between retail optimism and geopolitical and market reality. - AI bubble, crypto leverage, geopolitics, election-year narratives, and commodity pressure all colliding at once. - Bonds and Treasury market shaking and still signaling stress beneath headline equity strength. - Inflation and Commodity complex starting to wake up while most investors are over-concentrated in mega-cap tech and AI supply chain. - “Calm before the storm” sentiment all over macro Twitter/X this weekend. - Markets closed Monday means two full days for geopolitical developments to compound without price discovery. TUESDAY will react publicly. - If anything major happens over the weekend, Tuesday open could be violent across oil, gold, crypto, defense, and futures.

Let me break down and mark this for my zero followers: - Dan Scavino posting B12 bomber on social. - Trump skipping president son's wedding. - Friday mass news and negatives on crypto. - Israel announcing non-US military reliance - Deal or no deal up in the air on Iran - Memorial day weekend and Monday markets CLOSED

@BullTheoryio Buy the dip, am I right? 😂

If you invested $10,000 into Ubisoft 7 years ago, you would have less than $400 left today. It is now down over -96% from its all time high.

@FurkanGozukara They're trying to build the Antichrist as a digital survellience God. "God-fearing and all-knowing" does that ring a bell

Tucker Carlson show exposes a terrifying reality. Prominent economist Richard Werner confirms the global elite are building massive AI data centers for one sinister reason. They are creating a central bank digital currency to permanently micromanage and control humanity.

@FurkanGozukara This is the reason profits don't matter. Wake up goys you're consuming this shit.

@ShadowofEzra Wartime wan warmonger President Trump under personal mentorship of the Wartime PM Benjamin Netanyahu

Benjamin Netanyahu is in full panic mode after President Trump sidelined both him and the Israeli government during negotiations with Iran. After a tense phone call with Trump, sources said Netanyahu’s “hair was on fire” as Israel found itself almost completely shut out. According to reports, Israel is now “almost entirely out of the loop” and has no idea what is really going on.

@iluminatibot End these guys. End the WEF, end WHO, end hypocrisy from these radical NGOs and external states.

UN officials have warned that the United Nations faces total financial collapse as a result of "non-payment of dues by member states". "We face a real danger of running out of money."

@VladTheInflator Home data - Fake CPI data - Fake Employment data - Fake I'm in the data industry data is manufactured and "built" and general population believe its all fact/Truth. Data is not truth probably the opposite.

We have the most homes per capita in the United States in US history. There was never a "housing shortage" There was a propaganda scheme to inflate home prices for people who already own.

@barkmeta @barkmeta multi-month accumulation period with completely mixed media beliefs and one major capitulation period from some fueled narrative (Satoshi is alive, Epstein, wars, inflation etc.) Whenever that BS is done the greatest crypto bull run in history will commence.

I’ve never seen a Crypto market where prices are this high while sentiment feels this dead. People are distracted, bearish, and emotionally checked out. This feels like the beginning of a historic run… it could be at any moment. The signs are obvious. Accumulate accordingly.

America is struggling right now because US-born citizens are generally idiots and raised to consume, consume, consume instead of build, build, build. That's why Muslims, Asians, Jewish, Indian born and culturally rich citizens run all of our companies, make the highest incomes, and control all the goyim. They are all more intelligent than the American born consumer just living to get farmed.