None are making major profits on AI; none has a technical moat; a massive price war is inevitable. And few of their customers are seeing major returns on investment. Greatest capital misallocation in history.

Sheer insanity. Amazon, Google, Microsoft, and Meta collectively are spending more money than the Manhattan Project *every single month*. More than 12x the Manhattan Project every year. And what they have got to show for it? None are making major …

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Burry bought puts in Semis today, he is up against $550 billion in Japanese investment in U.S. infrastructure, which includes semiconductor stocks, as per the Fed.

Burry is calling the top again. Burry is up against $550 billion in Japanese investment in U.S. infrastructure, which includes semiconductor stocks, as per the Fed. pic.twitter.com/hYK9nbm3RH — MaryJo Kringas (@maryjokringas) April 24, 2026 pic.twitter.com/XKOg51Sx4S — Robert Harris (@robertharris_1) April …

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Only 16% of US small businesses plan investment in next 6 months, down 12 points in months, lowest since 2009; 40% of Americans said they have less than $500 in cash savings.

This is what you should be looking at. pic.twitter.com/BPr4C3u7Fl — Travis Rothell (@TRothell62855) April 20, 2026 Nearly 40% of Americans said they have less than $500 in cash savings. pic.twitter.com/3ek6LlBGQ3 — DARWIN (@D4RW1NEXE) April 14, 2026 Nearly 40% of Americans …

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Beijing Slashes Investment Up To 85%

'Out Of Africa': Beijing Slashes Investment Up To 85% https://t.co/RAINlwx80W — zerohedge (@zerohedge) February 24, 2026 Railways in Kenya, ports in Tanzania, energy projects across sub-Saharan Africa, and militarized infrastructure in various places have meant billions in state-backed loans. For …

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Rents in Canada have now fallen for 15 consecutive months. 40% of Canadian Real Estate investment funds are stopping investors from pulling their money out. Layoffs have officially started at the federal level.

The latest report from Rentals.ca and Urbanation said December 2025 was the 15th consecutive month that average asking rents across the former’s listings network moved lower. When measured across the full year, average asking rents in Canada declined 3.1% in …

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The Compelling Investment Case for Platinum

by Mike Maharrey Gold is soaring, hitting multiple new record highs. Silver is surging, having gained nearly 40 percent this year. But another metal is outperforming them both. Platinum. The metal is up just over 51 percent since the beginning of …

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South Korea and Japan promise hundreds of billions to the US but most of it may just be loans, not real cash. Turns out investment sometimes means IOUs in a nice suit

South Korea has made it clear: most of the $350 billion it pledged in U.S. investment will be loans and guarantees, not equity. Direct investment makes up less than 5 % of the total fund. https://www.bloomberg.com/news/articles/2025-08-04/korea-expects-less-than-5-of-350-billion-us-fund-as-investment Japan’s negotiator Akazawa added fuel to …

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