Mihir

Views are purely personal !

[Mihir @CAMihirD]

IYKYK

[Reuters Asia @ReutersAsia]

US official found dead in Myanmar, US State Department says https://t.co/OH5RWc2Huo

[Reuters Asia @ReutersAsia]

US official found dead in Myanmar, US State Department says https://t.co/OH5RWc2Huo

[Mihir @CAMihirD]

You need 400 paar to punish corrupt criminals? Not really. What you need is Niyat. Let’s face it: when it comes to corruption, no party’s hands are clean.

Why do you think “HE” never speaks about corruption, black money, or Na Khaunga, Na Khane Doonga anymore?

Even he knows that if he speaks along those lines, he will lose support faster than for any other reason.

[Mihir @CAMihirD]

@elonmusk @Coinvo Those “RARE EXECPTION” he mentions were so rich and plunder to such an extent that the money looted from them were enough to create US, Canada, Australia and NZ.

[XUnfiltered @XUnfiltere69061]

Western governments need more and more immigrants, and on the other hand there are these psycho superiority complex ridden racists who are spewing venom against innocent Indians.

And they face no consequences at all for making innocent people's lives miserable through their obnoxious vile behavior online and offline.

There has to be dedicated laws to protect those who are promised to get first world comfortable life in return, but what they are getting? dehumanization? daily racial abuse online and offline!

Indians needs to unite and demand basic protection from concerned institutions, from these targeted vicious racist attacks both on and off screen.

[Mihir @CAMihirD]

Nvidia and Enron connection
@ankitatIIMA

[George Noble @gnoble79]

NVIDIA IS BUYING ITS OWN CHIPS AND CALLING IT REVENUE

And your retirement account is secretly holding the bag.

This scheme is literally straight out of the Enron playbook...

In January 2026, a special purpose vehicle called Valor Compute Infrastructure was created with one purpose:

Buy Nvidia's chips so Nvidia could book the sale as revenue.

Valor raised $5.4 billion and purchased over 100,000 of Nvidia's GB200 GPUs.

But $1.9 billion of that money came FROM Nvidia itself.

Nvidia invested $1.9 billion into the shell company, then sold that same shell company $5.4 billion worth of its own chips and booked every dollar as revenue.

It's the Girl Scout whose dad bought all the cookies and then she wins the sales contest because Dad was the customer. Except this Girl Scout is a trillion-dollar company and the cookie sale is $5.4 billion.

But it gets MUCH worse:

The remaining $3.5 billion in financing came from Apollo Global Management. Apollo structured the debt, packaged it into securities, and then sold those securities to Athene.

And guess who Athene is? Apollo's OWN insurance subsidiary. The one that sells fixed annuities to American retirees as safe, conservative retirement products.

Follow the chain:

Nvidia funds a shell company with $1.9 billion. The shell company buys $5.4 billion in Nvidia chips. Apollo finances the remaining $3.5 billion. Apollo sells the debt to its own insurance arm. That insurance arm packages it into annuity products and sells them to retirees who think they're buying something safe.

The retirees have no idea that their retirement savings are now backed by 100,000 computer chips sitting in some data center that will be worth pennies on the dollar in three years.

Now look at what's happening inside Athene:

$74.2 billion in US reserves but $217 billion in assets have been shifted to a Bermuda-based captive insurer, outside normal US regulatory oversight.

$103 billion of that portfolio (roughly 35%) is classified as Level 3 assets. That means there is no observable market price.

These assets are valued by internal models, not by actual markets.

And sitting on top of all those unpriced assets? 16.6x leverage.

If you're getting flashbacks to 2008, you should be.

Back then it was mortgages bundled into securities that nobody understood, sold to investors who had no idea what they were holding, rated as safe by agencies that never looked under the hood.

Today it's GPU-backed securities. Computer chips bundled into structured credit instruments, routed through an offshore insurance subsidiary, and sold to you as a retirement product.

The collateral is 100,000 GPUs leased to a single customer through an xAI subsidiary. If xAI stops making lease payments for any reason - financial distress, a pivot in strategy, anything - the entire structure unravels.

And Nvidia releases new architectures every year, so each generation delivers dramatically more compute per watt. A 5 year lease on technology that's obsolete in 2 years creates a mismatch that should terrify every annuity holder in America.

Every single step in this chain is technically legal. The SPV is legal, the lease is legal, Nvidia's equity stake is legal, the securitization is legal, and the Bermuda transfer is legal.

But legality and legitimacy are not the same thing.

I've seen every trick Wall Street has ever pulled in my 45 years of doing this.

And what I'm looking at right now is a pipeline that takes AI infrastructure risk, launders it through 8 layers of financial engineering, and deposits it in the retirement accounts of Americans who never agreed to fund Elon Musk's data centers.

In 2008 it was mortgage-backed securities.

In 2026 it's GPU-backed securities.

Different asset. Same greed. With the same ending.

[Mihir @CAMihirD]

Chore chori thi jaay, hera pheri thi nahi jaay.

[Mario Nawfal @MarioNawfal]

🇺🇸🇮🇷 U.S. just snatched $1B of Iran’s crypto wallets in one move

Treasury @SecScottBessent: “Some of them are typing in their wallets right now and have no idea it’s already gone”

https://t.co/02NCPGiAWP

[Mihir @CAMihirD]

lol 😂

https://t.co/hNe6qRQjRv

[haeju.eth @JeongHaeju]

Bro got caught and is now getting federally charged. I called this out 6 months ago lol

[Mihir @CAMihirD]

Given the track record of IT companies after they lay off people, I would be very careful using CRED now.

[hiroshi @daddynohara]

🤔

[Mihir @CAMihirD]

This happens just days after the foundation sold all its stake in Microsoft. Coincidence?

[Darren @CorboDT]

@github Just to be clear:

Microsoft’s GitHub was compromised when a Microsoft developer using Microsoft VSCode installed a rogue extension from Microsoft’s VSCode extension library, which is moderated and hosted by Microsoft.

I guess I’ll be reevaluating my life choices.

[Mihir @CAMihirD]

@Mrsinha What a pathetic response.

[Mihir @CAMihirD]

@ankitatIIMA

[Polymarket @Polymarket]

JUST IN: Business schools are slashing MBA tuition by as much as 50% due to falling demand.

[Mihir @CAMihirD]

What? Even after so many years in power, if this is the case - Shame on BJP.

104 MLAs? When 1 is too many.

[Arfa Khanum Sherwani @khanumarfa]

Offered without any comment…

[Mihir @CAMihirD]

@ankitatIIMA On the other side, 2 gujjus are thinking of merging a so called independent country in India. 😂😂.

Mamta will be like independent hoke, phirse dependent ho jaayege.

[Mihir @CAMihirD]

Yogendra is Jamil Jamaal of opposition. No one knows which side he is playing.

[Ankur Singh @AnkurSingh]

Reality of Yogendra Yadav

Before Elections:
- Mamata has successfully manged SIR
- SIR has no impact on Bengal Elections
- SIR won't change result
- No anti-incumbancy against Mamata

After Results:
- Mamata lost only because of SIR

[Anand Ranganathan @ARanganathan72]

DMK has been eradicated.

[Mihir @CAMihirD]

All those who haven’t lived outside India keep rambling about things they have little idea about, based on a few international trips.

Especially these Sharks: almost all of them are so disconnected from reality or so greedy that they want changes which benefit only them and other rich people.

[Piyush Bodaa @piyushbodaa]

MRP is indeed a big problem in India

[Mihir @CAMihirD]

The only difference between US and Pakistan is that US has USD RC.

[Mihir @CAMihirD]

@UnslothAI Are you saying I can run this on a Mac Mini ?