Independent thinking for complex markets and current events
The reality is that both OpenAI and Anthropic are going to spend hundreds of billions of dollars just trying to out compute each other over the next decade. Instead of guessing which massive software model wins the war at a $500B+ premium, the real opportunity is buying the… — 5to9_M.J. (@5to9_MJ) February 14, 2026 $1T …
We’ve said this for how long? “Oracle and OpenAI's AI data centers buildout needs $500 billion, and Wall Street is starting to flinch” “Oracle and OpenAI have aimed to build $500 billion of data centers by the end of the decade to power their artificial intelligence… https://t.co/WbGD3j8UTO pic.twitter.com/IVkaC5OZCB — kristen shaughnessy (@kshaughnessy2) January 24, 2026 …
Is this too much money for any 1 person to have? pic.twitter.com/Ap7OfT9mPw — Spencer Hakimian (@SpencerHakimian) October 1, 2025 $TSLA CEO Elon Musk just became the first person in history to hit a $500B net worth 🤯 pic.twitter.com/L7XvdSsZ9G — Shay Boloor (@StockSavvyShay) October 1, 2025 Elon Musk achieved yet another major milestone Wednesday, becoming the …
The US federal debt just hit 36.66 trillion dollars. That’s an all-time high. But the real story is velocity. In just two weeks, public debt jumped 441 billion dollars. That’s not seasonal. That’s a panic refill. The Treasury General Account, the government’s checking account, was nearly drained during the debt ceiling standoff. Now it’s being …
Despite the worst start ever to a fiscal year, several key metrics have really turned around w/ Jun tax receipts up 12.9% and outlays down 7.0%, resulting in a surplus; last month was the first time this fiscal year that federal gov’t spending was below $500B: N.B.: Those are year-over-year increases — E.J. Antoni, Ph.D. …
🇨🇳🇺🇸 CHINA’S MIDNIGHT MOVE: DUMPING U.S. DEBT WHILE WALL STREET SLEEPS? While Americans were dreaming of rate cuts, China may have been busy sending U.S. bond yields through the roof. Treasury spikes overnight—while Beijing’s open and Wall Street’s out cold—hint that China’s… https://t.co/AsfxvRMGwD pic.twitter.com/WOSSRYrPwY — Mario Nawfal (@MarioNawfal) April 15, 2025
Isn't it odd that the US Census released this data right after the US elections? Around a 4.6 MILLION immigrant increase since 2020 compared to the previous lies Total increase since Biden flooded the border, 7.2 MILLION. Do the math, each immigrant costs US taxpayers $68,000… pic.twitter.com/dc5AL4HLSw — Darth Powell (@VladTheInflator) December 30, 2024 Biden …
How is Bank of America feeling rn sitting on $500 billion or so of low yield Treasury bonds? That’s the rumored number. This article is dated but they have the most exposure of the big banks to this rise in rates. Their deposits are up too to be fair. But still. Painful How is Bank …
Approximately $929 billion of the $4.7 trillion outstanding commercial mortgages held by U.S. lenders and investors are set to mature in 2024, marking a 28% increase from the $729 billion that matured in 20231. Additionally, regulators have identified the near $6 trillion pile of outstanding commercial real estate loans as a top threat to the financial system …
🍿POPCORN ALERT 🍿#JustDarioDaily ⚠️IS IT FINALLY $VIX SHOWTIME?👀 TL;DR: we discussed a lot about the risks of a “Volmageddon” to strike again, potentially much harder than in 2018. Is this about to happen? Full article in link👇🏻https://t.co/GeO8sjKbFa — JustDario 🏊♂️ (@DarioCpx) April 5, 2024 Banks don't keep all their cash in a vault – they …
Great Reset Coming? https://twitter.com/_/status/1731590065929785599 #Gold pulling back below $2,100 has provided a catalyst for #Bitcoin to spike near $41K. This could be Bitcoin's swan song. The speculative frenzy around spot Bitcoin ETFs will end soon. Bitcoin's collapse will be more spectacular than its rally. In contrast gold's rally is real. — Peter Schiff (@PeterSchiff) December …