What just happened?
The S&P 500 just erased nearly -$2 TRILLION of market cap just hours after 3rd strongest US jobs report in 18 months.
Meanwhile, Bitcoin is officially down over -50% from its record high in October 2025.
What's happening? Let us explain.
(a thread)
NBC News is reporting that the Pentagon has now listed Israel as a TOP national security threat facing the United States!
This is a HUGE development of historic proportions. For the Pentagon, Netanyahu‘s attempt to take over the US military/intelligence systems, via the 2027 NDAA was the straw that broke the camels back.
Bottom line, the Trump administration is filled with Israeli operatives and our nation is in grave danger..
Everything is going exactly as I told you.
$60k was the bottom.
The bear market is over.
We’re entering the most parabolic phase of the bull cycle.
This is the phase where you wake up $50K+ richer every day, for weeks.
For the record, I was the only one publicly calling the exact bottom at $16,000 three years ago and the top at $126,000 in October.
If you missed those calls, don’t worry. I’ll call the next one too.
Turn notifications on.
Amanda Ungaro (ex-girlfriend of Paolo Zampolli and mother of his son) just dropped a bombshell audio on X…
She claims Paolo Zampolli did NOT introduce Melania to Donald Trump it was Jeffrey Epstein…
“She was an escort of Jeffrey Epstein. That’s how she met Donald Trump”…
This story keeps getting wilder… 👀
I am growing sick and tired of media “bombshell” reports coming out about more corruption in different parts of our government.
How much more corruption and criminal behavior do we need to see before we start seeing perp walks?
I’ve asked that 2026 be a year of ACCOUNTABILITY. The American people not only want it, we DEMAND it!
Enough of the BS clickbait bombshell reporting and let’s see some indictments and 2:00 AM FBI raids like the left did to many of my friends without any evidence at all.
Count me as sick of it.
Enough is enough.
@realDonaldTrump@JDVance
It doesn’t matter if Palantir eliminates all crime.
We don’t want to live in a dystopian surveillance state.
When Patrick Henry said ‘Give me liberty or give me death,’ he wasn’t just talking about the British.
He was talking about all tyrants. Foreign or domestic.
I’ve picked up a few followers recently so here’s a little about what I’m about.
I’m not Democrat or Republican, I despise both parties equally. I was a strong supporter of MAGA because I believed in what it stood for early on, but I despise what it has become now.
The red line for me was Thomas Massie.
I live in a super majority democrat state. I couldn’t care less about social issues but I care deeply about constitutional issues.
Prior to 2022 we had no real restrictions on the 2nd amendment other than a 7 day waiting period for firearms purchases, and a may issue attorney general for carry permits. In 2022 we ended up with a 10 rnd mag limit and complete ban on suppressors and FRT’s, Thomas Massie introduced the first real bill to solidify our constitutional right to self defense, but I watched MAGA stay silent, they didn’t push and promote this bill, Thomas Massie not getting a win was more important to them than our constitutional rights. I watched the lies and smears against Massie by MAGA, it reminded of the verifiable lies and smears directed at Trump in 2016 and on, i saw MAGA run Gallrein in a Biden like basement campaign against the one congressman who was actually fighting for people like me. I watched MAGA become the very thing I despised that made me join the movement in the first place.
I believe in closed borders.
I’m America only.
I believe the constitution should be the absolute authority.
I want small government.
I want balanced budgets,
I want every penny of tax dollars to stay in America.
I’m against wars for other countries,
I’m against surveillance
I believe Epstein clients belong in prison for the rest of their lives.
I believe government criminals belong in a cell with Epstein clients (they’re probably the same people).
I want zero foreign influence over American politics.
If you follow me because you think I’m a republican you followed the wrong guy.
If you follow me because you think I’m a democrat you followed the wrong guy. If you follow me because you love America and are sick of what both parties are doing to our country than thank you, I’ll be getting around to following back soon.
Julian Assange:
“The goal is to use lsraeI, venezuela and ukraine to wash money out of the US and European taxpayers and back into the hands a transnational elite.
The goal is an endless war, not a successful war”
🚨Michael Burry just said Elon Musk and Nvidia's deal is built on fake numbers.
Burry published a detailed breakdown calling the entire structure "Fugazi", his word for fake.
He is alleging that billions of dollars in Nvidia chips are being hidden off balance sheets, and that American retirees are unknowingly funding the whole thing.
Nvidia, the world's largest AI chip company sold $5.4 billion worth of its most advanced GPUs, the GB200, to a company called Valor.
Valor is not a real operating business. It is a special purpose vehicle, a shell company created specifically to hold these chips and nothing else. Nvidia also invested $1.9 billion of its own money directly into Valor on top of the sale.
Those 100,000+ chips are now physically inside xAI's data center. xAI is Elon Musk's artificial intelligence company, the one that builds Grok. xAI is using every single one of those chips right now to run its AI models.
But here is what Burry is flagging.
Neither Nvidia nor xAI owns those chips on paper. Valor, the shell company holds legal title. That means $5.4 billion in GPU assets do not show up on Nvidia's balance sheet as inventory.
They do not show up on xAI's balance sheet as assets. They are legally invisible to both companies.
Nvidia gets to book the $5.4 billion as a completed sale and record it as revenue. xAI gets full use of the chips without owning them. And the risk disappears into a shell company in the middle.
Now here is where American retirees enter the picture.
Valor needed $3.5 billion in debt to fund this structure. Apollo provided it. Apollo is one of the largest asset managers on earth with $1.03 trillion under management and $834 billion specifically in private credit.
Apollo raised the $3.5 billion, packaged it into debt securities, and sold those securities to Athene.
Athene is Apollo's own insurance company. It sells fixed and indexed annuities, retirement savings products, to ordinary Americans.
When a retiree buys an Athene annuity, they believe their money is sitting in safe, stable investments. That money is now inside a structure funding Elon Musk's AI data center.
The numbers inside Athene are most alarming.
Athene holds $74.2 billion in reserves. It has moved $217 billion in assets into a captive insurer based in Bermuda, meaning those assets sit outside normal US insurance regulation and oversight.
Of the entire portfolio, 34.7%, equal to $103 billion, is classified as Level 3 assets.
Level 3 is an accounting classification that means there is no observable market price for these assets. No outside party can independently verify what they are actually worth.
The leverage sitting on top of those unpriced assets is 16 times.
Burry's says:
Every step of this structure is technically legal and publicly disclosed. But the entire thing was deliberately engineered across 8 to 12 steps to move credit risk off balance sheets and away from any market pricing.
- Nvidia books the revenue.
- Apollo collects the fees.
- xAI gets the computing power.
- And retirees sitting at the bottom of a 16x leveraged Bermuda insurance structure, holding $103 billion in assets with no market price carry the risk without knowing it exists.
BREAKING: PRESIDENT PUTIN SAYS WESTERN MEDIA ARE OPENLY DECEIVING THEIR CITIZENS:
“I watch foreign TV channels from time to time... It's a disgrace!
They are openly deceiving their citizens.”