The AI circle of money…

$NVDA sells GPUs to $ORCL. Oracle uses to power its data centers Oracle builds cloud on those GPUs Nvidia rents compute back via signed deals from Oracle Nvidia gets recurring revenue from hardware sales and cloud services without owning all …

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China has been hoarding gold and adding to it for 10 consecutive months. Meanwhile their treasury holdings have dropped. Global broad money supply rose +9.3% YoY in July, to a record $140 trillion.

Interesting read. China has been hoarding gold and adding to it for 10 consecutive months. Meanwhile their treasury holdings have dropped. pic.twitter.com/xh9IdW8iYE — QE Infinity (@StealthQE4) September 10, 2025 BREAKING: Global broad money supply rose +9.3% YoY in July, to …

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The Enron-like accounting inflating the AI mania: Oracle’s revenue stream mostly depends on Nvidia, AMD, Meta, OpenAI, and xAI, yet Meta, OpenAI and xAI themselves all run on Nvidia and AMD.

Oracle slashes 3,000 jobs while their “backlog” ramps up 300%. Make it make sense. Correct After the crash, business schools will start teaching Earnings Quality again It was a super popular class after the https://t.co/4y5lv9vF2o fiasco, but has been replaced …

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