Vibe trading and relaxing. Albanian music no streaming and the boys giggling. no diddy maybe the constant spam in chat to check out goyslop like rizzentine is detrimental to the mind and trenching. B-B-B-BU0OLISHHH

Your favorite stocks are moving like memecoins.

🚨Michael Burry says Nvidia has 3 big customers and if they stop buying the whole thing is over. Those 3 customers now account for 64% of Nvidia's entire accounts receivable. In 2020 that number was 33%. It jumped 8 percentage points in a single quarter. Nvidia's revenue is not spread across a broad market. It is almost entirely dependent on a handful of buyers. Burry's argument is about why those buyers may slow down or stop entirely. He calls it the "bezzle." The bezzle is not that AI is fake. It is that a massive portion of current AI spending is coming from companies that are benchmarking models, testing systems, and competing on AI leaderboards. That activity is temporary. It will end. But it is being counted and financed today as if it is permanent growing demand. He says: "They are just flying empty airplanes around." When that benchmarking phase ends those 3 concentrated customers have far less reason to keep ordering chips at the current pace. And because Nvidia's revenue is this concentrated even a partial slowdown from those buyers creates a massive hole in its numbers. Now here is where it gets more alarming. Microsoft, Amazon, Alphabet, Meta, and Oracle together have $662 billion in off balance sheet AI commitments according to Moody's. Standard accounting rules allow companies to keep this completely hidden from their reported numbers. To fund this infrastructure private equity firms have been buying life insurance companies. But why? A PE firm owns illiquid investments that need financing. It buys an insurance company which collects premiums from ordinary policyholders. That insurance company then invests those premiums into the PE firm's own illiquid assets. The PE firm then sets up a captive reinsurer in Bermuda with lighter capital requirements and pushes the insurance risk onto that offshore balance sheet. Burry's point is that all of this is connected. The same PE firms own the insurance companies funding the AI debt. The same Bermuda structures hold the risk. If any major hyperscaler walks away from a data center commitment everything hits at the same time because every counterparty in the chain is linked to the same underlying assets. The AI boom is being measured during the most artificial phase of the buildout. Nobody knows what real demand looks like when the benchmarking phase is over and $662 billion in hidden commitments needs to be serviced.

According to the video, Trump plans to launch $GDP coin to help save farmers?! This is not financial advice and remember do your own research! #crypto #trump #wealth #datacenter #fyp

As the rest of the world debates on how to build the next generation of data infrastructure, we’re already doing it. No closed doors. No hidden agendas. Just shared opportunity, on-chain. 🌎⛓️‍💥 $GDP

The best traders I ever met in crypto didn’t make it fast btw It took grinding, and real dedication to make it big. And then it takes more effort to not lose it all.

The synagogue of the tunnel jews in NYC was raided by New Yorkers.

Wait are we not larps? @jakeswrldonsol

Yo I recorded this today 🔥FIRST VIDEO 🔥if you got 4 mins to give a listen to my current thoughts on the market give some feedback cheers 🫡 #crypto $sol $btc $eth $unc $troll pump airdrop $hanta $wojak youtu.be/wRQry89ZcQk?si=mxyW…

POV: you buy a fresh funded dev project

Losing $8,000 because you wanted an extra $150 on the pnl

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fuck you @ChillHouseSOL

Im so scared of losing her. Of losing chillhouses wife. Do I fullport chudhouse? "DEW IT FAGGIT"

Raising funds for Nigeria. First product Project Nigeria vol 1 by chudhouse records

bro this dmt aint shi—

GG EZ.

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