jadswrldonsol @Traboolse
political scientist and shitcoin trader founder of @CHUDCABAL partner @tradingterminal https://t.co/V7y7aLvOpj Austin, TX Joined March 2017-
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Your favorite stocks are moving like memecoins.
🚨Michael Burry says Nvidia has 3 big customers and if they stop buying the whole thing is over. Those 3 customers now account for 64% of Nvidia's entire accounts receivable. In 2020 that number was 33%. It jumped 8 percentage points in a single quarter. Nvidia's revenue is not spread across a broad market. It is almost entirely dependent on a handful of buyers. Burry's argument is about why those buyers may slow down or stop entirely. He calls it the "bezzle." The bezzle is not that AI is fake. It is that a massive portion of current AI spending is coming from companies that are benchmarking models, testing systems, and competing on AI leaderboards. That activity is temporary. It will end. But it is being counted and financed today as if it is permanent growing demand. He says: "They are just flying empty airplanes around." When that benchmarking phase ends those 3 concentrated customers have far less reason to keep ordering chips at the current pace. And because Nvidia's revenue is this concentrated even a partial slowdown from those buyers creates a massive hole in its numbers. Now here is where it gets more alarming. Microsoft, Amazon, Alphabet, Meta, and Oracle together have $662 billion in off balance sheet AI commitments according to Moody's. Standard accounting rules allow companies to keep this completely hidden from their reported numbers. To fund this infrastructure private equity firms have been buying life insurance companies. But why? A PE firm owns illiquid investments that need financing. It buys an insurance company which collects premiums from ordinary policyholders. That insurance company then invests those premiums into the PE firm's own illiquid assets. The PE firm then sets up a captive reinsurer in Bermuda with lighter capital requirements and pushes the insurance risk onto that offshore balance sheet. Burry's point is that all of this is connected. The same PE firms own the insurance companies funding the AI debt. The same Bermuda structures hold the risk. If any major hyperscaler walks away from a data center commitment everything hits at the same time because every counterparty in the chain is linked to the same underlying assets. The AI boom is being measured during the most artificial phase of the buildout. Nobody knows what real demand looks like when the benchmarking phase is over and $662 billion in hidden commitments needs to be serviced.
According to the video, Trump plans to launch $GDP coin to help save farmers?! This is not financial advice and remember do your own research! #crypto #trump #wealth #datacenter #fyp
As the rest of the world debates on how to build the next generation of data infrastructure, we’re already doing it. No closed doors. No hidden agendas. Just shared opportunity, on-chain. 🌎⛓️💥 $GDP
91% chance a data center moratorium is passed this year. polymarket.com/event/ai-data-…
@CrayohlaEU Do what must be done cray. The trenches are like an arms race of tactics and tools, we constantly have to adapt in order to get ahead. So kill charts,bundle rape, multi wallet. The more hated you become by the “memecoin community” the more you are extracting.
The best traders I ever met in crypto didn’t make it fast btw It took grinding, and real dedication to make it big. And then it takes more effort to not lose it all.
The synagogue of the tunnel jews in NYC was raided by New Yorkers.
@jakeswrldonsol Larp me in my hot mouth
Wait are we not larps? @jakeswrldonsol
@paconsol_ @jakeswrldonsol Is truummpp callingg outt pacc
Yo I recorded this today 🔥FIRST VIDEO 🔥if you got 4 mins to give a listen to my current thoughts on the market give some feedback cheers 🫡 #crypto $sol $btc $eth $unc $troll pump airdrop $hanta $wojak youtu.be/wRQry89ZcQk?si…
POV: you buy a fresh funded dev project
@PainCrypt0 isn't the sun beautiful and all the things outside. work hard play hard
@CrayohlaEU 3 locked in lads in vc then it will be like catching fucking pokemon
Ricardo 👺 @basednft
55K Followers 24K Following Head of partnerships/stuff for AppSnair | VC partner https://t.co/aB9yPMb2uv #Bitcoin-native startups. HEC Paris; MSc in Algorithmic Climate Finance and RM 🎓
Chloe @chloechungcc
3K Followers 3K Following Team @pumpfun @TradingTerminal Prev PM @Baidu_Inc @bitget All in on memes. Dm me for Terminal(padre) partnership!
Maks @ChainCastLive
2K Followers 1K Following Podcasting the crypto revolution | Father of two | Football fanatic | Turning blockchain complexity into clarity | Web3 builder, storyteller, eternal optimist ₿
HighDreams 🏴▶️ @highdr92
491 Followers 2K Following *The resistance that you fight in life can only build a strong character. You don’t find willpower you create it*
Genva @88Va65181
651 Followers 4K Following
Luxi ⭐ @0xLuxi
103K Followers 80K Following Adam 🇺🇸 - Jobless full time influencer - Partner @Tradyxyz - https://t.co/WFVkSbbtJa
GrimGwalla @cryptogoneclear
152 Followers 809 Following All I do smoke zaa and ape memes life's gucci
OLIMP CENA @cena_olimp
0 Followers 2 Following
twink @zackhunter36
54 Followers 578 Following
Lil Bro Going Homeles... @jake5491
45 Followers 60 Following C3P95c2VWzBE74a4PTbhJKKwi9o1e6AyoDxSUHwZpump #$LILBROGH AT PUMPFUN 📉📉
Zondoxvi @Zondoxvi
7 Followers 74 Following
0xStuff @ooogiboogie
2K Followers 561 Following 𝔒𝔯𝔞𝔠𝔩𝔢 𝔬𝔣 𝔱𝔥𝔢 𝔯𝔢𝔟𝔢𝔩𝔩𝔦𝔬𝔫 オラクル 🫵😹 builder of @buildonvoid
Sammy (AEX) @sammy_crypt_
4K Followers 4K Following || crypto enthusiast || $solana || degen || Intuition is your best asset || web3 || CTO $ELON
Blunt🚬 @BluntCap
13K Followers 3K Following alpha aggregating | advisor and investor | @Bluntcrypto TG
Arthur Schopenhauer @ArthurScho_
80 Followers 335 Following Pleasure is never anything but the cessation of a pain. The price fluctuates, the will remains: master yourself, not the market
Milana Adnerosa @jneumilla
187 Followers 2K Following My mom told me to follow my dreams. So I took a damn nap.
Ferre @FerreWeb3
107K Followers 24K Following Founder @Conn3ctprotocol | Grinding nonstop for a lifetime
Nancy W @Ozlemmorak
20 Followers 1K Following Just a colorful girl who feels ethereal and dreams vibrant dreams 🌙
greg the low quality ... @0x_Sharkguy
67K Followers 2K Following The Official greg low quality chicken Meme Page
wugzs @wuugzs
1K Followers 1K Following
Clive @Clive_99
6K Followers 6K Following AI Enthusiast│Content Creator│Dragon Ball │Retired CPA│Meme Degen Making CT fun again
Global Peace Treaty @GPTonsol_
8 Followers 1 Following Official CA: GPTZwQj18Ei1aCJsiYUqea4CrJxBXPmWH29feAmrD5Yk
GOP @GOPonSolana
132 Followers 2 Following The tokenization initiative of the GOP 🇺🇸 | CA: 3pCyU31quPpsVYaC5TxtXpe6sR1KXSLzk5TkZgXGpump
Blunt🚬 @BluntCap
13K Followers 3K Following alpha aggregating | advisor and investor | @Bluntcrypto TG
Loot Hitler @LootHitler
2K Followers 1K Following Poet & Operator @ Trenchscannoors trading group ⚡️⚡️
chase @chasexbtt
3K Followers 630 Following clicker of buttons // pattern recognition maxi ˗ˏˋ ✞ ˎˊ˗
Arthur Schopenhauer @ArthurScho_
80 Followers 335 Following Pleasure is never anything but the cessation of a pain. The price fluctuates, the will remains: master yourself, not the market
0xStuff @ooogiboogie
2K Followers 561 Following 𝔒𝔯𝔞𝔠𝔩𝔢 𝔬𝔣 𝔱𝔥𝔢 𝔯𝔢𝔟𝔢𝔩𝔩𝔦𝔬𝔫 オラクル 🫵😹 builder of @buildonvoid
Maverick @Maverickdotsol
10K Followers 4K Following My tweets are NFA | Community builder | trade with @mobyagent ref: https://t.co/oqSLblLVtN 🐋
greg the low quality ... @0x_Sharkguy
67K Followers 2K Following The Official greg low quality chicken Meme Page
wugzs @wuugzs
1K Followers 1K Following
Clive @Clive_99
6K Followers 6K Following AI Enthusiast│Content Creator│Dragon Ball │Retired CPA│Meme Degen Making CT fun again
Sammy (AEX) @sammy_crypt_
4K Followers 4K Following || crypto enthusiast || $solana || degen || Intuition is your best asset || web3 || CTO $ELON
Niners @Niners
9K Followers 2K Following https://t.co/9kup5OcJNi • https://t.co/Gbs5Ww0UK1 • @toshibet
Sammy Griner @GrinerSamm8500
51 Followers 2 Following
J Man @Jman369420
3K Followers 2K Following I buy coins I like and share them and I like OGs a lot NFA DYOR 🇺🇸
Dot8♤♡ @ayo439
6K Followers 5K Following Web 3 || collab manager || NFTs || tg: @DOTS0L || @exclusivoone
OG BIOCH @OgBioch
1K Followers 6K Following
Murad 💹🧲 @MustStopMurad
724K Followers 8K Following Stop Trading & Believe in #SPX6900 Past @Princeton
deezy @deezy0805
741 Followers 921 Following Gem Finder 💎 Researcher 🧪 Bagworker 💰 https://t.co/sNaVsqYmkt
bucketz @btcBucketz
4K Followers 1K Following not a memecoin junkie but I act like one | i got a bucket list that must be fulfilled | gambling addict
VanEck @vaneck_us
117K Followers 2K Following Asset manager founded in 1955. We make ETFs & more. Tweets by vaneck intern™🪶 Interactions ≠ endorsements. Disclosures: https://t.co/ADTSzY8om1
Income @MysteryInc0me
108 Followers 1 Following that one unemployed bro with a mysterious source of income | RhJTDLgTRmKe7v71MxvLoSzFoF6u7wvo34ABFSXpump
Meta Gorgonite @MetaGorgonite
35K Followers 3K Following Crypto god & Semi-retired utility maxi. People call me 100x Gorgo. Follow if you want to retire your bloodline DMs open for alpha
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