Independent thinking for complex markets and current events
Oil never caused inflation like this useless compute demand does. Goldman Sachs reports highlight data center electricity demand as key driver of power price spikes. US grid strain from AI and cloud growth keeps growing fast. Inflation concerns rising over energy costs tied to tech expansion. Going to be hilarious when data centers instead of …
One thing immediately stood out. This doesn’t look like Meta trying to beat Nvidia. It looks like Meta trying to escape dependence on Nvidia. Meta plans to spend up to $145 billion on AI infrastructure this year. Its first in house Iris AI chip enters production in September. The company wants to double computing capacity …
Chinese margin calls must be next level byu/tronald_dum inwallstreetbets
After the 2008 financial crisis, regulators cracked down on banks. Credit did not disappear. It simply moved. Today, private markets have grown into a financial system that dwarfs the subprime mortgage market that helped trigger the last crisis. The numbers are staggering. Private equity now manages roughly $4 trillion to $6 trillion in assets globally. …
NYC Mayor Zohran Mamdani has launched a strong crackdown on bad landlords. The city is now aggressively using fines, liens, and foreclosure to seize buildings from negligent or repeat violator landlords and transfer them to tenant cooperatives, community groups, or public control. 🇺🇸 Mamdani announced the city will strip landlords of their buildings and hand …
While the Strait of Hormuz is essentially a graveyard for ships, the UAE is quietly finishing a massive pipeline to bypass it altogether. They’ve already got it halfway done, which tells you everything you need to know about how long they think this war is going to last. They aren’t waiting for the U.S. or …
Elon Musk’s Terafab chip factory in Texas could cost up to $119 billion, filing shows. Musk, who’s also CEO of Tesla, is aiming for Terafab to be the “most epic chip-building effort ever — combining logic, memory and advanced packaging under one roof,” according to a post on X last month from SpaceX, which now …
ISM manufacturing prices paid index spiked to 84.6 points in April, a 4-year high. Over the last 3 months, prices paid have SKYROCKETED over 20 points, marking one of the biggest spikes in history. Meanwhile, the employment index dropped to 46.4 points, the lowest level in 2026. Employment has now been contracting for 15 months …
Major fire reported at RAF Fairford overnight, a British airbase hosting a sizeable forward-deployed contingent of USAF bombers for Iran strikes. The fire reportedly gutted a commissary building. pic.twitter.com/cveufpjC1t — OSINTtechnical (@Osinttechnical) April 26, 2026 RAF Fairford fire as seen from orbit on FIRMS. pic.twitter.com/yVbeQR84hJ — OSINTtechnical (@Osinttechnical) April 26, 2026 The building is reportedly …
Are we sleepwalking into disaster? AI is unlocking massive progress, but the dangers hiding beneath the surface are exactly what experts fear most. So what’s coming… and could it spiral beyond our control? Expect to learn why AI is distinct from other kind of technologies, what the Alibaba rogue AI catastrophe that should scare everyone …
https://www.wsj.com/finance/wall-street-builds-new-tool-to-bet-against-private-credit-bdf8bafa A report just dropped that should have everyone be more cautious. Major banks (Goldman, BofA, Barclays) are teaming up with S&P Global to launch a Credit-Default Swap (CDS) Index for Private Credit. If you aren’t familiar with 2008 history, this is essentially the “Big Short” alarm bell. Here’s the breakdown of why this is …
🚨 White House drops the hammer: President Trump is NOT bluffing on the Strait of Hormuz deadline. pic.twitter.com/yz34mlbuO8 — Gunther Eagleman™ (@GuntherEagleman) March 25, 2026 🚨 BREAKING: 🇮🇷🇺🇸 Iran is rapidly building up defenses on Kharg Island. They're laying mines, traps, and moving in more air defenses and troops, in case the U.S. tries a …
Three U.S. airmen who were killed in an air fueling crash in Iraq will be brought home. This comes as Iran retaliated overnight after Israel killed two high-ranking Iranian officials. Here’s the latest on the war. https://abc7.com/live-updates/iran-war-live-updates-israel-steps-operation-lebanon-trump-says-countries-help-strait-hormuz/18721484/ An Israeli airstrike has struck an apartment building in Bachoura, central Beirut. The Israeli army had warned residents …
by Martin Armstrong The European Union is quietly constructing what may become one of the most sweeping digital identity systems ever attempted. Under new legislation, every EU member state must provide citizens with a government-approved “European Digital Identity Wallet” by 2026. This system will allow people to store official documents, verify identity, access government services, sign …
Iran International English @IranIntl_En Iran’s Expediency Discernment Council on Mirdamad Street in Tehran was destroyed after being targeted in an airstrike on Monday, footage released by Iranian media showed. The council is a powerful state body that selects the clerical member of the Interim Leadership Council and makes the final decisions on five key issues …
Most people are totally ignoring that once these systems go live there is no undo button for a collapsed middle class. Its honestly pathetic how we just watch it happen without even putting up a fight. QE Never thought about AI in charge of financial aspects of trading accounts You are correct about zero regulations …
🚨 BREAKING: Federal officers and a federal building in LA were reportedly under siege yesterday — and not a single cop in sight. This is what “stand down” leadership looks like.pic.twitter.com/2KNx0qrUia — Derrick Evans (@DerrickEvans4WV) February 1, 2026 Federal Building and Officers Under Siege in LA Federal officers and a federal building in Los Angeles …
ICE purchases “massive” building in Arizona as they look for space to house illegals. The building is over 400K square feet and cost over $70M. If Joe Biden hadn’t imported millions of illegals then perhaps this purchase wouldn’t have had to be made.pic.twitter.com/d5Yb11SIW4 — Paul A. Szypula 🇺🇸 (@Bubblebathgirl) January 30, 2026
lol 8 billion, no cameras pic.twitter.com/CyMVgwZrX3 — Hunter Weiss (@Hunter_Weiss) December 16, 2025
Real Estate Property Manager says property taxes are so high in New York City, even after raising rents to $3,200 per month he only nets $500 of profit off each unit “I finished the building, I got the tax bill, $26,000. Here I am 5 years later, it’s $40,000 a building Three families. So I …
Elon Musk says he’s building 1M humanoid robots by 2030 👀 “I think human robots will be the biggest product ever”pic.twitter.com/me1vfu6Tls — Breaking911 (@Breaking911) November 14, 2025
Chinese are building out 33 next gen nuclear power plants at much cheaper costs than us and we’re debating bathroom rights… Anyone know a good mandarin language tutor? https://t.co/E1mnVPnUL0 pic.twitter.com/nCyJCtQhRn — Kris Patel 🇺🇸 (@KrisPatel99) November 11, 2025 China Aims for Nuclear Expansion with Approval of 10 New Reactors Approval aligns with China’s climate goals …
It feels like the middle class is disappearing in front of us. The numbers don’t look like a slowdown. They look like a system buckling at the core. October’s layoffs hit levels we have not seen in more than two decades. Total household debt has climbed to $18.6 trillion. Homebuilders are practically offering gifts to …
Trump’s second term isn’t a repeat of the first. It’s an expansion of power that moves quietly while the noise of rallies and courtrooms fills the air. Beneath that noise, a new kind of federal force is taking shape — one that operates without oversight, without public transparency, and without restraint. According to ProPublica, Trump’s …
Since this graphic was created, $ORCL is looking to raise another $18 billion in debt. $CRWV has a D/E ratio of 381% and unlike mature tech companies, it is on a doom loop of raising debt in order to cover operating losses. $NVDA has a ton of debt, but they have hidden $45.8 billion off-balance …
https://www.google.com/maps/place/215+Alexander+Ave,+Bronx,+NY+10454/@40.8098085,-73.9256924,682m/data=!3m2!1e3!4b1!4m6!3m5!1s0x89c2f5dcc0207c93:0x41ae8ae5bdae3517!8m2!3d40.8098085!4d-73.9256924!16s%2Fg%2F11t2t4jfcn?entry=ttu&g_ep=EgoyMDI1MDkyOS4wIKXMDSoASAFQAw%3D%3D ❗️⚠️🇺🇸 – A gas explosion rocked a Bronx apartment building this morning, triggering a partial collapse in the Mott Haven neighborhood. A New York City official confirmed no injuries have been reported so far. Firefighters and police swarmed the scene at the 20-story NYCHA… pic.twitter.com/7RayBTmGEK — 🔥🗞The Informant (@theinformant_x) October 1, 2025 https://designguidelines.nycha.info/garbage-chutes/ h/t …
We are building Grokipedia @xAI. Will be a massive improvement over Wikipedia. Frankly, it is a necessary step towards the xAI goal of understanding the Universe. https://t.co/xvSeWkpALy — Elon Musk (@elonmusk) September 30, 2025 Join @xAI and help build Grokipedia, an open source knowledge repository that is vastly better than Wikipedia! This will be available …
BREAKING: Law enforcement just conducted a controlled explosion after a suspicious package was planted at tonight's TPUSA event at Utah State. Terror tactics are being used to silence free speech.pic.twitter.com/RNFVH79TKs — CJ Pearson (@Cjpearson) September 30, 2025 LOGAN, Utah (KUTV) — A suspicious package forced an emergency evacuation on the Utah State University campus. The …
