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. …

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The zero rate boom was never free since ordinary people traded their future away while a small elite captured the nation’s stocks, homes and land under the illusion of easy money.

This was all pre planned. Government printed dollars. Lowered rates to 0%. You thought you were getting free monies to buy LED TV! In reality you were paying for this with your future and the elites were capturing every single …

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Vance admits the economy sucks and “it’s going to take a bit of time” for Americans to feel the economic boom. Consumer sentiment COLLAPSES to the LOWEST since 2009.

.@VP: "This economy was not harmed in 10 months. It took a deliberate 4-year administration that was making life harder for everyday Americans, that was importing foreign workers… over regulating, overtaxing… As much progress as we've made, it's going to …

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The AI boom is running on an $800 billion debt binge loaded into pensions and insurance portfolios and a single crack in that structure could hit retirees harder than Silicon Valley. Top households hold nearly all equities

If this AI debt bubble ever pops, it won’t be just the Silicon Valley taking the first hit, it’ll be your pension and retirement funds. Why? Because the AI buildout has gotten so capital intensive that companies are relying heavily …

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The Big Short returns: Michael Burry is betting against the AI boom, loading 66% of Scion into Palantir puts and 14% into Nvidia puts… UPDATE: Palantir ($PLTR) drops 5% after Q3 earnings, wiping out all gains.

I just read the 13F and Burry isn’t actually 66% short $PLTR since it’s notional value and not real capital so he’s paying a small premium to control big exposure. But symbolically it still matters since he’s betting against the …

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Trump administration plans to own part of America’s next tech boom.

The government wants equity in quantum computing companies. Own a piece of private firms. Not regulate. Not advise. Own. https://www.msn.com/en-us/news/other/trump-administration-in-talks-to-take-equity-stakes-in-quantum-computing-firms/ar-AA1P03w0 They call it national security. It is control. Taxpayer money or printed cash flows in, government gains a board seat, …

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This selloff goes far beyond Trump.

VIX was highly compressed for weeks. Boom. This decline isn’t just about Trump. That’s simply the fuse. The signals were flashing 🚧 for 2 weeks. All those gap up sell offs. 🎯 pic.twitter.com/4oy3nhAZa9 — John (@market_sleuth) October 10, 2025 No …

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Each day the AI boom looks more like 2008 again layered leverage hidden risks and a conveyor belt of money no one can trace…Goldman saying there isn’t a bubble yet

Everyone’s chasing the next Nvidia but Buffett’s old playbook might win again. Goldman: “Not a bubble, just a very expensive balloon tied to 5 companies and a prayer.”Translation—diversify before the pin shows up wearing a recession. — TradingPulse X (@TradingPulseX) …

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