In His Own Image

Being with Engineering Opportunities.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US House of Representatives has voted to restrict President Trump’s ability to continue the Iran War without congressional approval.

The measure passed in a 215 to 208 vote, with four Republicans joining Democrats in support.

[Polymarket @Polymarket]

JUST IN: Scientists say AI has decoded communication patterns in mice, dolphins, apes, birds, whales, & cuttlefish — could eventually lead to humans communicating directly with animals.

[Jenni @hashjenni]

Erika Kirk ran an orphanage in Romania which funneled underage girls to Epstein associated modeling agencies in Paris. She then shows up as a model in an Epstein/Trump associated modeling agency in the U.S. She's introduced to Charlie Kirk by a Trump associate. They get married and everything is fine until he calls for the release of the Epstein files. He gets assassinated and she gets his money and the control of his organization. Why is she not also calling for the release of the files?

[Rebecca Riley ☀️🌎🌲 @emprestheodora]

@DailyMail Pakistanis in Pakistan rape western women they get executed. Pakistanis in western countries rape western women, they get off and the judge apologizes for the racism they had to endure.

[Daily Mail @DailyMail]

Pakistanis who gang-raped French tourist in front of her three children after her car ran out of fuel will be executed.

[Megatron @Megatron_ron]

NEW: 🇮🇷🇰🇼The aftermath of Kuwait International Airport following Iranian attack last night is devastating.

[Emmanuel Macron @EmmanuelMacron]

L’équipe !

[Kayla @KaylaDavis2000]

Jared Kushner invited convicted child predator Jeffrey Epstein to his 2013 NY Observer party. Epstein was already a registered sex offender. And Kushner still chose to court him.

This is the man who shaped Middle East policy despite holding no official WH position.

Shameful!

[Bull Theory @BullTheoryio]

🚨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.

[Naz @nazbowling102]

An uncomfortable amount of the economy is powered by men in their 40's working 60 hours a week to drop thousands of dollars on women two decades younger than they are

[Mark Slapinski @mark_slapinski]

CONFIRMED

Melania Trump was a prostitute for Epstein

Sold to Donald when she got too old

I told you. Now there are receipts

[Polymarket @Polymarket]

JUST IN: Crumbl cookie company releases drink with 186,000mg of sugar — leading to outrage, calls to make the drink illegal.

[illuminatibot @iluminatibot]

DO NOT STOP TALKING ABOUT EPSTEIN

DO NOT GET DISTRACTED

[Dan Bilzerian for Congress @ElectBilzerian]

44 seconds showing why Jews have never built nor maintained a civilization in 3000 years.

[Spencer Hakimian @SpencerHakimian]

Why did we stop talking about the Epstein Files?

[Praise @tufpraise]

Because pedophiles are in power

[Stew Peters @realstewpeters]

MEGYN KELLY: “What’s core MAGA now?”

SHAWN RYAN: “I have no idea. Pedophiles Supporting Israeli Lobby?”

Touché.

[Dan Bilzerian @DanBilzerian]

My basic thesis is that the Jews are a criminal people, and the Jews completely control the United States, and the Jews are using the United States as a vehicle to take over the world.

– Bobby Fischer

[Uncommon Sense @Uncommonsince76]

To the untrained eye, this is two whores talking, but in reality, it’s two Jews normalizing degeneracy….

[Thomas Massie @RepThomasMassie]

The more Netanyahu prevents the war with Iran from ending, the more obvious it becomes that he convinced Trump to start it.