Error Feedback

Providing error feedback.

[Error Feedback @ErrorFeedback]

@Jaxxrad @grok implications for MS, Adobe, other cos.

[C3 @C_3C_3]

Nick Shirley is guilty.

His crime…

Exposing people stealing from taxpayers.

Exposing politicians who are part of the scam.

That’s it.

That’s his crime.

He’s a National Treasure.

[Nick shirley @nickshirleyy]

@C_3C_3 You don’t hate the far left enough for trying to make me the bad guy for exposing their crimes.

[Error Feedback @ErrorFeedback]

@USLaborIG @SamsDaughter4 @lsferguson @Microsoft We need more vigorous public exchanges like this between citizens and public servants.

[Inspector General Anthony D'Esposito @USLaborIG]

Outlook is back.

@Microsoft can process 6,000 H-1B applications, but processing your inbox is apparently a tougher assignment.

[Sam’s Daughter @SamsDaughter4]

@USLaborIG @lsferguson @Microsoft This is like rubbing our face in it. What the fuck are you doing about all that fucking 6000 H1B applications?

[Inspector General Anthony D'Esposito @USLaborIG]

@SamsDaughter4 @lsferguson @Microsoft THIS ADMINISTRATION imposed suspensions, issued subpoenas, and launched ongoing investigations. Federal cases don’t happen overnight. We’re building cases that hold up in court. Your impatience isn’t evidence of inaction.

[Error Feedback @ErrorFeedback]

Godless NPCs like Jerry believe in the False God of TV, which to them is infallible, all-knowing, and all-telling. This False TV God scares them with imaginary boogeymen before offering false hope and fake routes to safety.

When a real journalist exposes them to reality—including that their False TV God lies or withholds the full truth—two things happen:

1. The NPC who identifies with the TV cult feels personally attacked and sees the exposer as a wannabe god seeking to replace their False TV God. They desperately seek an imperfection in the truth-teller, exaggerate it, and claim the entire person—everything they’ve done, said, and know—is tainted, “evil,” or false.

2. The False TV God, fearing exposure, also attacks the truth-teller, validating the fears of its hypnotized NPC cultists.

Once seen, this pattern is impossible to unsee. It’s no different from what happens in cults and to cultists.

[Error Feedback @ErrorFeedback]

@atmoio Yep. It’s obvious this is an engineered takedown.

It’s also sus that Nvidia’s competitor $AMD is up 50% in the past week.

[Error Feedback @ErrorFeedback]

@KatieMiller Wow @MilesTaylorUSA is disgusting. His poor wife and children.

[Katie Miller @KatieMiller]

Miles Taylor cheated on his wife with the Secretary’s Executive Assistant while he was Deputy Chief of Staff of the Department of Homeland Security.

[Error Feedback @ErrorFeedback]

@jessesingal Imagine trusting CNN after repeated daily lies over years but then picking on an independent journalist who issued a correction.

[Katie Daviscourt 📸 @KatieDaviscourt]

Who needs the White House Correspondents dinner when you have the citizen journalist gala!

@OKeefeMedia @TPostMillennial

[Error Feedback @ErrorFeedback]

@KatieDaviscourt @JamesOKeefeIII @OKeefeMedia @TPostMillennial Holy smokes! ❤️😍

[The White House @WhiteHouse]

We thank Almighty God for the noble warriors of the United States Military who have always stepped forward so that America might always STAY FREE. 🇺🇸

God bless America's veterans.

[Error Feedback @ErrorFeedback]

@BullTheoryio @grok independently verify strictly relying on primary evidence.

[Bull Theory @BullTheoryio]

🚨 Another major scandal is coming out of NVIDIA.

And this one has nothing to do with Jensen Huang's affairs.

According to a Wall Street Journal report, Nvidia was offering billions in financial guarantees to AI companies that could not afford its chips, so they could keep buying them.

Some of these deals were being pushed by Jensen's own son-in-law, Nico Caprez, who became a vice president in January. His team was telling small cloud companies and data center builders that Nvidia could arrange credit support for them within a couple of weeks.

The goal was simple: turn them into long term buyers of Nvidia GPUs.

And the size of Nvidia's commitments has exploded. Its own filing shows $530 BILLION in commitments and guarantees, up from $184 billion just one quarter earlier.

Inside the company, CFO Colette Kress was raising concerns. She kept asking how these guarantees were priced and what Nvidia was really getting back.

In an August meeting, Jensen cut her off and called her "a deer in the headlights."

She was also the one who cut Nvidia's guarantee on OpenAI's Ohio data center from $250 billion to $105 billion.

Now Jensen is gone, and the CFO who questioned these deals is running Nvidia.

To understand why this is a big deal, you need to understand the AI funding loop.

Here is how it works:

1. Nvidia puts money into an AI company, or guarantees its loans and leases.
2. That company uses the money and credit to build a data center.
3. The data center is filled with Nvidia GPUs.
4. Nvidia reports those GPU sales as revenue.
5. If the company cannot rent out all its computing power, Nvidia agrees to buy the unused part.

SO NVIDIA IS THE INVESTOR, THE LENDER, THE SUPPLIER AND THE BACKUP CUSTOMER, ALL IN THE SAME DEAL.

The money goes out of Nvidia and comes back to Nvidia as sales.

CoreWeave is the clearest example. Nvidia owns a stake in it, sells it chips, and agreed to buy up to $6.3 billion of its unused computing capacity through 2032.

OpenAI is the biggest. Nvidia is guaranteeing up to $105 billion for its Ohio data center, supplying all the chips inside it, and invested $1.5 billion in the company building it.

Nvidia's own filing for the quarter ending July 26 shows where the money is tied up:

• Supply commitments for memory and chip wafers: $279 BILLION, up from $119 billion.
• Guarantee on the OpenAI Ohio data center: up to $105 BILLION.
• Deals to buy unused cloud capacity from neoclouds: $36 BILLION.

Nvidia's actual liabilities on its balance sheet: $91 BILLION.

That means the commitments outside the balance sheet are almost 6 times bigger than the debts on it.

Nvidia does not lose this money unless something breaks. A guarantee only costs Nvidia if a customer cannot pay.

But this is where it gets uncomfortable.

The WSJ says Jensen himself had started to panic. He warned executives that the biggest cloud companies were moving to their own chips to depend less on Nvidia.

At the same time, the wafers and memory Nvidia had committed to buy were coming at him like an "avalanche."

So the biggest customers were trying to leave, Nvidia was locked into buying huge amounts of supply, and smaller customers were being kept alive with Nvidia's credit.

And things were already starting to crack:

• Nvidia paused some of its financing deals in August.
• Nearly half of the $80 billion in data center bonds issued this year were rated junk.
• Neocloud stocks crashed this week, with Nebius down over 20% and CoreWeave down 17% at the lows.
• OpenAI raised less than it wanted, at a lower valuation.

And now Kress is the one deciding whether this continues.

If she pulls back on the financing, the companies that depended on Nvidia's money will have to borrow elsewhere, in a debt market that is already nervous.

If they cannot, they stop buying chips.

And if they stop buying chips, Nvidia's revenue drops.

That is the risk of a loop. It works perfectly when money keeps flowing, and it hurts on the way down.

[Error Feedback @ErrorFeedback]

@AGOWA So, you’re rigging it? Not surprised. Evil fascist democrats are evil af.

[Error Feedback @ErrorFeedback]

@OKeefeMedia @DataRepublican Congrats and THANK YOU! 🎊🎉🎈🍾

[O’Keefe Media Group @OKeefeMedia]

The People’s choice award for Citizen Journalist of the Year goes to @DataRepublican!