CAPEX investements “competition” will now be replaced with who of MAG7 borrowed more. BofA: only Microsoft generating cash flow in excess of capex in FY26. Someone is buying $17M+ worth of $QQQ puts for 3/6

CAPEX investements "competition" will now be replaced with who of MAG7 borrowed more. — Alex_Swiss_Investor (@Alex70848763197) February 9, 2026 Per Grok: These SEC filings allow companies to prepare for issuing securities like stocks or bonds. Google’s 424B5 prospectus supplements a …

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MSTR Is Living on Borrowed Time

via WSB: TL;DR: My take: MSTR doesn’t survive more than ~3 years in most realistic scenarios. BTC down → MSTR dies fast. BTC flat → MSTR bleeds out paying dividends + interest. BTC goes mainstream → ETFs kill the premium …

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$50 billion was borrowed from the Fed’s lender of last resort today that’s 10% of its entire $500 billion emergency facility used in a single day. Which bank blew up?

WARNING 🚨 BANKS BORROW $50 BILLION IN EMERGENCY LIQUIDITY FROM FED REPO WINDOW TODAY ‼️ 🚩 $20 BILLION THIS MORNING AND $30 BILLION MORE IN THE AFTERNOON ⚠️ CRISIS INCOMING 🚩 https://t.co/lLWvoC191y pic.twitter.com/ekoTvK6ewz — The Butcher of Wall Street Marcel …

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The US Is Living on Borrowed Time

via Matthew Piepenburg: In late December, I published a final report on the themes of 2023 while looking ahead at their implications for the year to come. I repeated my claim that debt markets and debt levels made the future of Fed …

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Listen To Multi-billionaires Like Jamie Dimon And Warren Buffett. Fitch Downgraded US Debt $32.7 Trillions, Interest Payment Of $1 Trillion, Jenet Yellen Set To Borrow Another $1.8 Trillions Until The End Of The Year After Already Borrowed $1 Trillion After Deb Ceiling Suspension In May.

by Hephaestus4 Japan is selling U.S. treasuries and buy back Yen to defend its currency. This is not good for the U.S. as we go into a “doom loop”. Rates will continue to rise on the long end of the …

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