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 using something called conduit financing, where a special purpose vehicle borrows the money, builds the …

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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. It was a confession. Oracle revealed 57 percent of its $523 billion backlog depends on …

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Slowly, then suddenly – SoftBank has exited its entire Nvidia position, a move that suggests big money is rotating out

What happens when the excitement fades and the people left holding shares never meant to be long term investors cannot exit? Slowly, then suddenly. pic.twitter.com/bKAmVd81Ys — Michael Burry Stock Tracker ♟ (@burrytracker) November 11, 2025 🚨 SoftBank sold all 32.1 million of its $NVDA shares back in October for $5.83 billion. Is this bullish or …

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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 owned. – Graphcore? Bristol AI unicorn. Folded into SoftBank – 500+ UK jobs gone. – …

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Masaponzi SoftBank shares are back to the level where they started free falling the past 5th of August

Only 20 trillion Yen $JPY in debt. 150 bln $USD, or half GDP of Costa Rica or New Zealand. We live in money illusion world. pic.twitter.com/0ULLL31RYv — Kacper Piotr Kaminski (@Kacper_PK_CH) March 4, 2025 https://twitter.com/leadlagreport/status/1896895309919424582 Don't be alarmed; it gets much worse. pic.twitter.com/GDnjp7VVl1 — The Great Martis (@great_martis) March 3, 2025

SoftBank scrambling to prop up OpenAI screams desperation, not confidence. If this Ponzi collapses, it takes Nvidia, Arm, and SoftBank down with it.

Masaclown™️is so desperate to make sure the whole OpenAI ponzi scheme doesn’t fall apart because he knows that will expose SoftBank insolvency due to the domino effect on Nvidia and Arm valuations Narrator: I wonder where he is going to find the money since he doesn’t have it https://t.co/chdfOVLF8c pic.twitter.com/i6g5J99I2h — JustDario 🏊‍♂️ (@DarioCpx) January …

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Softbank – expected dead bank BLACK SWAN – Postpones Earning Release

December 2023: SOFTBANK IS THE BLACK SWAN https://t.co/vbF8lfTLt8 pic.twitter.com/7wUx9nlQKs — JustDario 🏊‍♂️ (@DarioCpx) December 4, 2023 Now: BREAKING: #softbank results have been POSTPONED to next week 👀 Either they needed more time to cook the numbers or their troubles are spiralling now 😬 Narrator: notice the “(plan)” in the expected timing now https://t.co/axry402XnY pic.twitter.com/4RpcNOEEhq — …

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Japanese Banks in Turmoil: SoftBank Records $6.2 Billion Quarterly Loss Amid WeWork Woes and Tech Investment Challenges

Japan’s SoftBank hit with $6.2B quarterly loss as WeWork, other tech investments go sour Tokyo-based SoftBank loss totaled 931 billion yen ($6.2 billion) in the last quarter, a reversal from the 3 trillion yen profit it posted in the same period a year earlier. …. That has been highlighted by the troubles at WeWork, which …

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