shaky Archives - Citizen Watch Report

DB analysts warn OpenAI’s losses are entering unheard-of territory, and HSBC says it could burn nearly half a trillion by 2030. ChatGPT started the AI race. Now its lead is looking shaky

December 5, 2025 12:23 pmDecember 5, 2025 8:59 am

HSBC has said that OpenAI is going to have nearly a half trillion in operating losses until 2030, per FT: pic.twitter.com/KQrsGIqFnK — unusual_whales (@unusual_whales) December 4, 2025 “OpenAI may continue to attract significant funding and could ultimately develop products that…revolutionize the world. But at present, no start-up in history has operated with expected losses on …

This shaky foundation has left the economy exposed. And yet, this is where Donald Trump’s economic approach starts to make more sense.

April 2, 2025 2:21 pm

"The U.S. economy may look rosy on the surface, but under the hood, it’s supported by just three pillars, writes Bleakley Financial Group’s Peter Boockvar: spending by the rich, spending by the government, and anything to do with artificial intelligence." Do you agree? — unusual_whales (@unusual_whales) April 2, 2025 The U.S. economy might look vibrant …

All the Devils from 2008 Are Back at the Megabanks: Leverage, Off-Balance-Sheet Debt, Over $192 Trillion in Derivatives, Shaky Capital Levels

August 20, 2024 10:24 pm

TL;DR: Derivatives Danger: Four major U.S. banks hold 87% of all derivatives, totaling $168.26 trillion. Dodd-Frank Failure: The 2010 law failed to prevent the return of risky derivatives practices. Leverage and Off-Balance Sheet Debt: Megabanks have excessive leverage and hide debt off their balance sheets. Financial Crisis Repeat: The current situation resembles the 2008 crisis, with risks like those …

S&P 500 ($SPX) has been overbought since 2019. Low stock outperformance too. Market might be getting a bit shaky.

December 25, 2023 11:37 am

Only 28% of S&P 500 stocks are outperforming the overall $SPX, the lowest amount since 1998 and the 2nd lowest in the last 33 years 👀 pic.twitter.com/E8tXbbhAlR — Barchart (@Barchart) December 25, 2023 S&P 500 $SPX has now spent the most amount of time in overbought levels since late 2019/early 2020 pic.twitter.com/rvKvAFS9Yd — Barchart (@Barchart) …

The “skip” is acknowledgement that things are shaky

June 15, 2023 5:26 pmJune 15, 2023 8:29 am

https://twitter.com/NorthmanTrader/status/1669070435399487492 Fed cutting interest rates has been bearish for equities It implies that something has broken in the system pic.twitter.com/6X7Kg9cQK4 — Bravos Research (@bravosresearch) June 14, 2023 👀 Reminder … the govt CPI is fake data. They massage the data so it is lower so that cost of living adjustments for social security are reduced …