softbank

SoftBank just missed Wall Street Net Income estimates by 70%. Meta hides $27 billion in AI debt off the books. Oracle piles on $38 billion more through shadow financing. ‘The AI hype will die.’

SoftBank just missed Wall Street Net Income estimates by 70% https://t.co/615qtOBOAZ pic.twitter.com/KlUrlbZfiM — JustDario 🏊‍♂️ (@DarioCpx) February 12, 2026 Meta is paying $6.5 billion extra in interest to keep $27 billion in AI infrastructure debt off its balance sheet. They’re …

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The AI boom just hit a physical limit, and Oracle is where the stress finally cracked. Gamma squeeze attempt on SoftBank stalls when real selling hits… This makes me want to 100x max long oil stocks

THE THERMODYNAMIC RECKONING Oracle just lost $35 billion in market cap. In 48 hours. Wall Street thinks this is an earnings miss. It is not. This is the first domino. What happened on December 11 was not a revenue shortfall. …

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House of Lords warns the UK is bleeding its best inventions as DeepMind went to Google, Arm to SoftBank, Skyscanner to Ctrip, Graphcore collapsed, and Hopin fled London…

UK Innovation Is Bleeding To Death: The House of Lords Science & Tech Committee just dropped a brutal 2025 report: “We’re world-class at inventing… and world-class at losing it.” – DeepMind? London-born. Google’s now. – Arm? Cambridge chip genius. SoftBank …

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