OpenAI’s planned cash burn was unlike anything we’d ever seen — now they’re doubling it sherwood.news/markets/open...

’The AI future might be held back by the very real limitations of today’s physical world.‘ www.reuters.com/markets/comm...

Per Goldman, 70% of S&P 500 companies are mentioning AI on Q4 earnings calls. But just 1% are quantifying the technology’s impact on earnings. That gap underscores why people have gotten a bit jittery about the ROI on the hundreds of billions hyperscalers are spending on data centers.

youtu.be/NAj9zB4vaZc?... Apple totally fucked us over This is the truth . Just watch this video and then you can understand that Apple is the reason why communist China is going to take over the world. Fuck you Tim Cook!

youtu.be/Y05B0-7Sd_c?... stupid racist moron Americans elected a criminal con man pedophile rapist as their president. stupid American fat ass pieces of shut deserve All the bad shit that's going to happen to you and your children and their grandchildren

The religious right are the most hypocritical bastards in the history of the world. They are evil people protecting a pedophile, rapist, criminal con man. They are disgusting evil human beings. They are Nazis. They are assholes. They are not Christians They are the devil incarnate

Monster

'The fact that both companies’ margins worsened as more people used its services is notable, because the average cost of renting computing power fell throughout the year and they have consistently said they’re finding ways to run LLMs more efficiently.' www.theinformation.com/newsletters/...

youtu.be/-_gFvJk-fPU?... When Dems take back control of the house if they don't impeach Pam Bondi they're never getting penny from me ever again

youtu.be/hI7DP850GDE?... Within 3 years quantum computers will be able to break into any Bitcoin wallet =why Bitcoin is going to zero. All these crypto morons don't understand yet... but over the next couple years everyone will understand that when this happens Bitcoin goes to zero

AI is driving electricity bills higher for households and businesses paulkedrosky.com/n/2657934a-5...

‘Oil prices have been a consistent disinflationary force for the U.S. and global economies since mid-2024. That may be about to change.’ www.reuters.com/markets/comm...

“There was time the economy drove the stock market. Now it’s the stock market that drives the economy and not because it has reclaimed its historical role in financing capex but rather its evolution into a market for speculation and household wealth creation.” www.barrons.com/articles/sto...

‘The consensus currently projects a staggering 17% compound annualized EPS growth over the next 5 years. These “optimistic” expectations assume that tech EPS growth from AI adoption will be sustainable and that this growth will not “cannibalize existing profit pools.”’ fortune.com/2026/02/20/d...

“.. It should have been clear all along that a single GPU cluster in North Dakota generating the output previously attributed to 10,000 white-collar workers in midtown Manhattan is more economic pandemic than economic panacea.” #GhostGDP 👻 www.citriniresearch.com/p/2028gic

share.google/UFTfIoChwSBD... Retail myopic momentum morons are buying apple stock again Margins/profits will get crushed this year, but myopic momentum morons are oblivious = Huge losses will teach them a lesson When they have lost half their money maybe they will stop being greedy assholes

substack.com/@kenluskin/n... Who are the idiots buying Apple? Don't you understand apples costs are going up dramatically? Their margins/profits will get crushed this year It's amazing how many greedy myopic momentum morons are in this overvalued stock market A stock crash lesson coming soon

bsky.app/profile/gaza... I keep reading stories and listening to CNBC and none of these assholes are discussing the fact that memory was 13% of Nvidia chip cost. NOW, after 5-fold memory cost increase Nvidia gross margins will get crushed this year. =Huge disappointment coming =Stock crash

www.wsj.com/business/ent... selling stock to an investor & then increasing the price to other investors at the same time by over 100% is fraud. This is Wall Street. This is silicon valley. They're all greedy criminal assholes. The game is rigged against individuals = A stock crash is coming soon

"The red flags we are seeing in private credit today are strikingly familiar to those of 2007” = PC loans have high yields cuz they are even more risky than 2007 subprime mortgages = $1.5 trillion 2026 Private credit loans =$1.8 trillion = 2027 financial Crisis www.bloomberg.com/news/feature...

QUANTUM Computing can crack the code protecting your wallet = Bitcoin will be ZERO WHY own something that's going to zero? Same as a rapidly eroding beachfront 3 years or 5 years is not important It's going to ZERO. Most don't understand YET BUT, when everyone does it's game over = ZERO!

"What it did was demonstrate that a small team—even a hobbyist—could stitch together existing tools into something people actually preferred using. That’s dangerous. Because sky high valuations aren’t made for interchangeable" infrastructure. = Stock crash! altucherconfidential.com/posts/the-tr...

youtu.be/hb9xBkFplhE?... The US Govt/CA easily had enough land/money to build low cost & NO cost homes for ALL its citizens = If we can go to the moon, then surely we can provide affordable homes for our citizens = You judge a society based on how they treat their poorest citizens = USA SUCKS

“Pure customs chaos on the part of the US government. Nobody can make sense of it anymore – only unanswered questions and growing uncertainty for the EU and other US trading partners.” = Investors should avoid the currency,stock, & bonds of a country in chaos. www.bloomberg.com/news/article...

"Always, always, always concentration camps are an end run around the existing legal system. These people that are getting rounded up because whoever’s in power wants to do something that they can’t do using the letter of the law..." www.nytimes.com/2026/02/21/o...

Barack Obama: There’s this young state rep, James Talarico. He’s a really talented young man. What people long for is some core integrity. Just a sense of someone who walks the walk, doesn't just talk the talk. A guy like him, his starting point is ‘Let me say what I believe.’

🔥 @jamestalarico.bsky.social to @laurenboebert: “Y'all warned us about government overreach. You warned us government would cancel free speech. You warned us about government usurping the role of the church… All that is now happening and your party is enabling it.”

"In a world of vibe coding, monthly model releases, China open-source competition, & agentic automation, a 5 year moat can be drained in a weekend" =AI is so disruptive that even AI leaders have NO sustainable competitive advantage =High Uncertainty =LOW multiples www.bloomberg.com/news/article...

The despicable greed embodied in the asshole stinking up our White house Americans might have to wage a bloody revolution because the assholes in power refuse to help society. The problem in America is not about right versus left. It's about Rich versus poor It's time for a revolution!

‘Blue Owl Capital, a leading investor in the data center boom, was unable to arrange financing for a $4 billion data center it is co-developing in Pennsylvania to be occupied by CoreWeave after pitching lenders to help bankroll the project in recent months.‘ www.businessinsider.com/blue-owl-fin...

'Amazon’s cloud unit has suffered at least two outages due to errors involving its own AI tools, leading some employees to raise doubts about the US tech giant’s push to roll out these coding assistants.’ www.ft.com/content/00c2...

“Despite these advances, significant reasoning failures persist, occurring even in seemingly simple scenarios.“ www.popularmechanics.com/science/a703...

'OpenAI recently hiked its revenue outlook for the next five years but it warned it will burn more than twice as much cash through 2030 than previously predicted, as it spends $665 billion on the costs of running and training its AI.' www.theinformation.com/articles/ope...

youtu.be/T4ypaNxSJAQ?... Zuck the fuck has blood on his hands = Put him in prison and throw away the keys, take all of his money and use it to help society

‘The AI boom is real, but the financial structure built around it appears to be expanding more quickly than we believe any credible adoption curve can justify. This is not a new phenomenon. It increasingly appears to us a question of when, not if, the AI bubble bursts.’ www.man.com/insights/the...

‘Much of the optimism behind US AI stocks rests on the assumption that users will keep paying for incremental performance gains. But as differences narrow, the price of AI may soon be set by the cheapest model that is good enough.‘ www.ft.com/content/37c9...

"Presently, the U.S. equity market stands at the most extreme valuations in history.

Ossoff: "If you live in a major democracy, and the nation's spy chief is showing up at raids on sensitive election sites, something has gone wrong."

"Nvidia margins will get crushed from memory costs" share.google/gQHMfyJk4Wls...

"whenever a new model is released, competitors will try to extract and replicate its best elements. “I think it’s an unavoidable problem at the end of the day" = Without a sustainable competitive advantage, there is no ability to produce profits = Stock Crash www.fastcompany.com/91494576/new...

www.fastcompany.com/91494576/new... "AI companies can match, then surpass, the performance of their competitors—particularly how Chinese AI firms can release models rivaling American ones within days or weeks" =AI cos have no sustainable competitive advantage =No way to produce profits =Stock crash

www.wsj.com/tech/persona... = SELL Meta now!

The next move is down about 4% to 580. So you're going to lose 4% of your money if you're in these overvalued within a week or so. = A stock crash is coming soon to an account near you

‘Flush with Wall Street cash, oil producers chased growth above all else, spending billions on new wells and equipment. Production surged, but returns often didn’t. Shale’s reckoning came when oil prices collapsed amid a glut in production.’ www.bloomberg.com/news/newslet...

"DRAM shortages are set to persist across the electronics, telecom, and automotive industries throughout the year,” =parabolic memory price increases will crush the margins of Nvidia (the largest buyer), Apple, AMD, etc.,etc = A stock crash is coming soon share.google/S3ALex1GQ1Az...

While the pumpers are trying to suck in more fools, this is an opportunity to sell at a little better price. If you didn't listen to me before you have another opportunity... or you can wait and panic sell after a 50% decline. Either way, a stock market crash is coming soon to an account near you

‘While markets are focused on the risk of disintermediation, the more immediate story is one of inflation, as AI capex drives scarcity in AI commodities and data center build out lifts construction hiring.’ www.citadelsecurities.com/news-and-ins...