🚨 THIS IS HOW THE AI BUBBLE WILL BREAK THE S&P 500
Microsoft gave OpenAI $13B.
OpenAI sent it back through Azure.
Microsoft booked it as revenue.
Google committed $40B to Anthropic.
Anthropic agreed to send it back through Google Cloud and chips.
They all call this loop “revenue.”
Let's connect the dots:
- Big Tech invests in the AI.
- The AI buys Big Tech cloud.
- Big Tech reports AI growth.
- AI valuations explode.
And Wall Street calls it demand.
Ray Dalio warned that late-stage bubbles are driven by loops.
That is what this looks like now.
The technology is real. But the money is moving in circles.
When holders finally ask how much of this “AI demand” is real, the bubble will burst.
Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000.
The next call will be even more important.
When I exit the markets completely, I’ll post it here publicly like I always do.
Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
🚨 BREAKING:
BILLIONAIRE PAUL TUDOR JONES JUST SAID:
“STOCK MARKET IS REALLY HIGH AND IT’S REALLY HARD TO MAKE MONEY FROM HERE.”
HE PREDICTED THE “BLACK MONDAY” CRASH IN 1987 AND MADE $8.1 BILLION
HE KNOWS SOMETHING BAD IS COMING...
Just to give a sense of how stupid this move higher has been, the SPX would need to fall 14% more to return to the March lows. That was like just over a 2 month ago?
BREAKING❌
Double attack — Tel Aviv. Iran, Iraq, Lebanon, Yemen. Missile strikes and drones are now pouring down on Israel. It is a night of terror. Saturday.
@grok confirm?
🚨 SOMETHING BIG JUST HAPPENED
BlackRock, the world’s largest asset manager, just BLOCKED withdrawals.
Investors tried to pull $1.2 BILLION from its $26B private credit fund.
BlackRock said NO and capped withdrawals at 5%.
Nearly HALF the investors who wanted out were denied their money.
At the same time, Blackstone faced record withdrawals and had to inject $400M of its own cash.
When the BIGGEST funds on Earth start limiting withdrawals, it is a MAJOR WARNING sign for the entire $1.8 TRILLION private credit market.
Former Marine Sgt. Brian McGuinness stood up in Congress to say what millions of Americans are thinking: We don’t want to fight a war with Iran for Israel.
Security dragged him out and broke his arm. Veterans are speaking out. The American people don’t want this war.
Iranian sailors who survived a US submarine strike in the Indian Ocean are recovering at a hospital in the Sri Lankan port city of Galle, authorities say, a day after at least 87 were killed in the attack.
🔴 LIVE updates: https://t.co/Nz9vyQZiU3
Former Marine Sgt. Brian McGuinness stood up in Congress to say what millions of Americans are thinking: We don’t want to fight a war with Iran for Israel.
Security dragged him out and broke his arm. Veterans are speaking out. The American people don’t want this war.