Nobody Special
@JG_Nuke
Financial News and Independent Investigative Reporting. MelonHead. Rando. https://www.youtube.com/c/NobodySpecialFinance/
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I could talk about the AI Bubble for hours on end. But there's no time! Here is a deluge of IP theft, hallucinating chatbots, and accounting fraud crammed into 99 seconds. #AiMania
I’m sure levered up shitcoin treasury cos will be just fine come Monday morning 😂
As opposed to passive monitoring.
The Great Capital Conflagration
Google's CEO has touted the hundreds of trillions of "tokens" it is processing each month and the enormous increases year-over-year, but much of it is pure "AI slop" that's negative for U.S. productivity (massive time wasting) and generating very little revenues (and lots of…
I don’t know if this is Crypto Winter or not. But if it is, it’s right on schedule.
There are no Flex-Fridays at Coreweave, where insiders dumping shares on retail traders is a daily occurrence. But if you want, you can go ahead and wear a Hawaiian shirt. $CRWV
$CRWV Insiders still dumping stock. It never fails, there's always some guy in the comments assuring us that this is normal. So normal, in fact, that it happens every day.
62% of respondents think the returns don't justify AI spending. The other 38% are wrong.
$SLV cost to borrow now 13.1% and still almost nothing available to borrow.
Reminder: the character in that picture is based on Wing Chau who was managing CDOs for Magnetar Capital who was betting against the very CDOs Chau was building and selling to their clients. That's the same Magnetar Capital who along with $NVDA provided the funding for $CRWV.
"Hold on, hold on, hold on. You're selling GPUs to xAI via a SPV. That SPV is partially funding that purchase with equity from you?" "We call that synthetic vendor financing." "That is fucking crazy." "No, it's not. It's awesome."
China Targets Qualcomm, Nvidia, US Ships Ahead of Trump-Xi Meeting x.com/i/broadcasts/1…
Great idea Bob! We're going live at 4:30 PM EST with @profitsplusid to try to figure out just WTF happened in the silver market today.
Doing an interview today with the great Jack Gamble @JG_Nuke With what I am seeing in the precious metals markets, we should go live. Many will have questions. The volatility continues to rise today in the options markets. Spreads are enormous on the whole spot market.…
Sat down with @m3_melody and @UnicusResearch today to talk about recent problems in Auto ABS, the AI bubble, and more. youtu.be/9alpHb--xa8?si…
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A Toxic Brew: Billions Missing, Webs Untangling, Accounting Schemes...
Luckily there won't be any contagion risk or 2nd/3rd order fallout from the AI bubble bursting
What’s funny is people are self-immolating over $5b to Firstbrands while funneling hundreds of billions in OpenAI with even less diligence.
Silver backwardation is currently ~$2.40 and accelerating. Something is majorly broken here. I have more questions than answers. Hoping @profitsplusid can make sense of this in our interview later tonight.
Silver Hits $50 and Goes Deep Into Backwardation x.com/i/broadcasts/1…
Peter Schiff was right.
Here’s an example of @CNBC making fun of me for recommending gold. It was $1,200, and they all laughed at my $5K call. They can’t laugh at $5K gold anymore, as it’s only $1K away. They also can’t laugh at me anymore, as they stopped inviting me on shortly after this interview.
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