AI infrastructure debt unwind is hitting markets in real time

$MSFT news last week now this, what is SEC doing? https://t.co/ieuyGXnoC3 — TT3 (@TradingThomas3) December 12, 2025 Grok: Oracle stock fell after Bloomberg reported delays in some OpenAI data centers to 2028 due to labor/material shortages. Oracle denied it, stating no delays to contractual sites and all milestones on track. This echoes last week’s report …

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Nvidia hits $5 trillion valuation, surpassing nearly every nation on Earth while warning signs of a historic bubble grow louder

Nvidia just crossed $5 trillion, and the world barely looked up. It’s the kind of number that should freeze you for a second. A single company now holds more paper value than the entire economy of Germany. It’s larger than Japan, India, the U.K., and every other country on Earth except the United States and …

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Global debt isn’t just high it’s compounding faster than economies can grow. Jamie Dimon Says Gold Can “Easily Go to $5,000 or $10,000”

Gold has a clear message for global governments: you are spending far too much money that you do not have. — Markets & Mayhem (@Mayhem4Markets) October 16, 2025 Piepenburg argues this leads to a liquidity crisis as debt obligations outstrip real productive capacity.   Jamie Dimon Says Gold Can “Easily Go to $5,000 or $10,000” …

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Trump says the U.S. can grow its way out of $37 trillion in debt. Ray Dalio’s debt-cycle research says not so fast

Trump: You Grow Yourself out of Debt ! (Meaning: Inflate your way out of debt by running the economy hot & Financial Repression while eroding Purchasing power of American Middle Class and creating an asset bubble) pic.twitter.com/9MmDZGMJVM — Navroop Singh (@TheNavroopSingh) October 3, 2025 So we bailed out Argentina to save Bessent’s friend & they …

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Saylor crypto imitators are now under pressure as doubts grow about their business model

Who could have ever seen this coming? https://finance.yahoo.com/news/saylor-crypto-imitators-are-now-under-pressure-as-doubts-grow-about-their-business-model-140027268.html Enthusiasm for Michael Saylor’s Strategy (MSTR) — and some of its numerous imitators — has been fading, with the stocks for some of those companies tumbling over the past month. Over Sunday night, the total market capitalization of crypto fell by as much as $33 billion, according …

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UK gilt yields highest since 1998, deficits grow, government faces hard choices. Don’t think this can’t happen here!

The UK has no choice but to start cutting its welfare bill, this could happen here in the US. The UK faces the doom loop of rising borrowing costs, growing deficits and a government facing a lot of bad choices to raise revenues. Yields on 30-year gilts have reached their highest levels since 1998. (1 …

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We are in that part of the cycle that Howard Marks described as: “In the end, trees don’t grow to the sky.”

PUTS are dirt cheap. Adding some protection here makes a lotta sense imo. — QE Infinity (@StealthQE4) August 28, 2025 Of course, I don't expect stagnation to last that long, but this is a reminder that anything can happen in the markets, and we should be prepared for different scenarios. At some point, the buy-the-dip …

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If Palantir can’t grow past government contracts, what’s left to drive it higher?

That govt contracts have limited growth upside Anyone in industry understands this and that PLTRs revenue will likely peak soon https://t.co/l08pIIXfpD — Merlin Capital 🧙‍♂️ (@merlinscapital) August 24, 2025 Palantir CEO Alex Karp has sold more than $62.7 million worth of shares in the artificial intelligence software company, according to securities filings. This means Alex …

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Prices climb, jobs vanish, camps grow: nobody voted for this

Let’s break it down. Inflation is eating everything. Since 2020, prices are up more than 20% across the board. Groceries, rent, gas, insurance. All higher. Wages? Barely moved. The average paycheck rose less than 14% in that same time. That means workers are losing money every year. Jobs aren’t what they used to be. Openings …

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Can the Developed World Grow Its Way Out of Stagnation?

Authored by Charles Hugh-Smith via oftwominds, If we borrow all of tomorrow’s prosperity to spend today, there won’t be any future prosperity, there will only be penury. The developed nations share many of the same sources of stagnation: 1. Demographically, their cohort of retirees drawing government benefits is expanding with no end in sight while …

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Trump family’s bitcoin mining venture to go public — as Trump crypto interests grow

A bitcoin mining firm backed by President Trump’s son Eric will go public this year, the company announced Monday, deepening the Trump family’s interest in cryptocurrency. American Bitcoin — which lists Eric Trump as its co-founder and has its roots in a company backed by Donald Trump Jr. — is merging with the publicly-traded Gryphon …

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Lockheed Martin can grow the skin of an aircraft, They have new materials that change shape on command, like a muscular material.

Lockheed Martin can grow the skin of an aircraft that contains sensors & stores energy, without any wires. Data flows through the structure. They have new materials that change shape on command, like a muscular material. They can make autonomous aircraft that change shape, and… pic.twitter.com/rXABmxS7JO — Chris (@ChrisCYVR) February 7, 2024 h/t Craft

NATO chief says Trump-Vance are right, Europe must ‘grow up.’

MUNICH, Germany – Vice President J.D. Vance attended his first bilateral meeting this morning alongside NATO leaders, including Secretary-General Mark Rutte, who appeared to react positively to the Trump-Vance insistence that the North Atlantic Treaty Organization (NATO) needs reform, with Rutte stating: “I look forward also from that perspective to our talks and on Europe stepping up, …

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While the markets may seem strong long-term, they are propped up by unsustainable practices and significant political issues. Expectations of a hard landing are beginning to grow.

On this long-term chart the pandemic is barely visible as a minor blip in a 15 year blow-off top to a long-term secular bull market. Marked by unprecedented political acrimony, constant monetary intervention, and a 6% budget deficit to obtain 2% "growth". In a more honest time… pic.twitter.com/svL7Rgo7Wy — Mac10 (@SuburbanDrone) August 22, 2024 Expectations …

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