The AI boom just hit a physical limit, and Oracle is where the stress finally cracked. Gamma squeeze attempt on SoftBank stalls when real selling hits… This makes me want to 100x max long oil stocks

THE THERMODYNAMIC RECKONING Oracle just lost $35 billion in market cap. In 48 hours. Wall Street thinks this is an earnings miss. It is not. This is the first domino. What happened on December 11 was not a revenue shortfall. It was a confession. Oracle revealed 57 percent of its $523 billion backlog depends on …

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Putin tests Poseidon drone powered by a reactor 100× smaller than submarines. NATO shoots down a Russian drone days later.

Putin dropped a nuclear-powered torpedo story the same week one of his Balkan allies got off the hook in Washington and a Russian drone wandered over a NATO base. “Putin said the Poseidon drone was tested while running on nuclear power for the first time Tuesday… describing it as a ‘huge success’… the nuclear reactor …

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China brain-like AI breakthrough ‘100x faster’

Chinese scientists claimed to have developed the world’s first “brain-like” artificial intelligence large language model similar to ChatGPT, designed to consume less power and work without Nvidia chips. The AI model, named SpikingBrain1.0, mimics the way the human brain fires only the nerve cells it needs, according to researchers from the Chinese Academy of Sciences. …

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Paying 100× revenue for a stock growing 30 % is optimism dipped in rocket fuel.

Snowflake debuted at roughly 100× revenue valuation at its IPO, even though it was doubling revenue annually. Palantir meanwhile is clocking in at around 30% annual growth—a sharp disparity. Investors are now questioning how PLTR earned wildly higher multiples given slower expansion. https://www.businessinsider.com/palantir-q2-earnings-preview-pltr-stock-price-outlook-ai-forecast-2025-8 Palantir’s Q2 revenue surged 48% to $1 billion, boosted by U.S. government contracts …

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Israel’s War on Gaza is Killing Children at 100x the Rate of Russia’s War on Ukraine!

by Chris Black Some 560 children were killed in 18 months in Russia’s war with Ukraine whereas 8,000 children have been killed in just two and a half months in Israel’s war with Gaza. Russia’s war is killing an average of 31 children a month, whereas Israel’s war is killing an average of 3,200 children …

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