Eric Williams

guy on the internet, zero value
Don't have to disclaim that opinions are my own

2026 TIA Sharktank and People's Choice Winner

#3AIC

[Eric Williams @BeaglTech]

@spcxGOD Because you can't have romantic relations with your direct reports in publicly traded companies. Everyone knows this.

[Jim Stewartson, Decelerationist 🇨🇦🇺🇦🇺🇸 @jimstewartson]

This is mental illness. There is no evidence for any of this. Dario is just a cult leader.

Anthropic not a business. It is a money furnace run by misguided kids religiously convinced they’re building a machine god. It should be left to die from natural causes.

[OddStats @OddStats]

Come on, that's funny.

[Eric Williams @BeaglTech]

We are lucky this might get shutdown before the massive electrical grid buildout that would be necessary to complete the circle.

[Eric Williams @BeaglTech]

Gang, if you haven't realized this. All the chip demand was fake. There are hundreds of billions of GPUs and HBMs sitting in factories.

We aren't short compute. Anthropic IPOs without Q3 earnings because demand fell off a cliff.

[Eric Williams @BeaglTech]

Jensen gave money to the hyperscalers to buy his chips. He isn't alone, Broadcom is doing the same.

And let's not get started on the money that flows back to the labs that gets incinerated paying for the compute.

[Eric Williams @BeaglTech]

@dmwlsw You buying those CRWV 2032s for the book?

[Eric Williams @BeaglTech]

Bingo. Its Enron

[Edward Dowd @DowdEdward]

If Nvidia’s Jensen is out as is being reported let’s war game the daisy chain effects.

He has been the architect of much of the circular financing to pump up demand for chips.

There were likely grey (I’m being generous) accounting practices.

Growth Fundamentals are clearly slowing.

Those in the C-Suite have a strong incentive to come clean and kitchen sink everything and reset expectations while blaming Jensen.

This is going to get interesting fast.

[Eric Williams @BeaglTech]

Suddenly my bad days feel like a minor inconvenience

[Banana3 @Banana3Stocks]

JENSEN HUANG is fucking my portfolio too

[Eric Williams @BeaglTech]

@geoffwoo This aged poorly

[Eric Williams @BeaglTech]

All of X said to buy NVDA, its a no brainer.

Down another 10%

[Geoff Shullenberger @g_shullenberger]

If you can’t see at least some parallels with Elizabeth Holmes here I don’t know what to tell you…

[Eric Williams @BeaglTech]

Jensen is done

[Eric Williams @BeaglTech]

@John__Ferguson @bot Keep it coming

[Eric Williams @BeaglTech]

The degens had a lot of fun today, hope they all took their fun coupons out of the market...but somehow I doubt it, their Friday calls will be cooked by morning.

[Eric Williams @BeaglTech]

@DowdEdward They are not SIFI

[Eric Williams @BeaglTech]

@insidegadsmind It gets sold

[Eric Williams @BeaglTech]

@GrindeOptions But, what if it doesn't?