Darren Burch

Burch Insurance Group - Commercial Insurance

[Darren Burch @InsAgencyOwner]

@texasrunnerDFW Windows look drenched every morning here.

[Darren Burch @InsAgencyOwner]

@texasrunnerDFW This is what happens when we give the world $7 Trillion. They blow it and then nobody can afford things 😂

[Darren Burch @InsAgencyOwner]

@mark_k Robots

[Darren Burch @InsAgencyOwner]

@kay_dub_h @Ghostofcynthia The Save America act won’t fix state elections.

[Darren Burch @InsAgencyOwner]

@skylarromines Makes me think 🤔… what would I wait 4 hours in line for?

[Darren Burch @InsAgencyOwner]

This is absolutely true! Everyone wants to dream…but nobody executes.

[Kritika @kritikakodes]

The harsh truth

[Darren Burch @InsAgencyOwner]

The doom narrative always gets attention. The positive story never gets the oxygen

[Ricardo @Ric_RTP]

Big Tech just ran out of money building AI and what they're doing to cover it up should be illegal.

Google, Amazon, Microsoft, and Meta are spending a combined $700 BILLION this year on AI infrastructure.

This eats up 94% of their total operating cash flow.

The richest companies in human history are almost broke. And instead of slowing down, they're covering it up with the biggest financial engineering operation since 2008:

Google just sold $80 billion in stock to fund AI infrastructure. That was their first equity raise in 20 YEARS.

The last time Google needed to sell stock, YouTube didn't even exist. Sundar Pichai admitted the thing keeping him up at night is "compute capacity."

The company that prints $100 billion a year in ad revenue just told Wall Street it isn't enough anymore.

Amazon's free cash flow is projected to go NEGATIVE this year for the first time ever. Morgan Stanley estimates a $17 billion deficit and Bank of America says $28 billion.

The most profitable logistics machine on Earth is about to burn more cash than it generates, and they quietly filed with the SEC saying they may need to raise even more debt and equity to keep building.

All four hyperscalers are now borrowing hundreds of billions in bonds to keep the AI buildout alive. These were the most cash-rich companies in human history, and they're leveraging themselves to the teeth to build infrastructure that nobody has proven will generate enough revenue to pay for itself.

And the cracks are already starting to show:

Broadcom makes the custom AI chips that power Google, Meta, OpenAI, and Anthropic. This week their AI revenue TRIPLED year over year, sales grew 48%, and profits smashed every Wall Street estimate.

The reward for all of that was $320 billion in value erased in a single trading session.

Their CEO Hock Tan went on the earnings call and exposed three things about the AI industry:

Google is already shopping for cheaper AI chip alternatives, broadcom abandoned its strategy of selling complete AI systems and is now retreating to selling bare chips at lower margins.

And despite supposedly "unprecedented demand," Tan refused to raise his full-year forecast, which tells you everything about what he's actually seeing behind the curtain.

Wall Street heard all three and hit the sell button so hard it dragged AMD, Intel, and the entire chip sector down with it.

When a company triples its AI revenue and gets punished because tripling isn't fast enough, the expectations have left the atmosphere entirely.

And here's the really scary part...

These companies ARE your retirement account. Apple, Microsoft, Amazon, Google, Meta, and Nvidia make up roughly 30% of the S&P 500. If you have a 401k or an index fund, you are already exposed to this bet whether you chose to be or not.

Every single one of these companies is telling you AI will generate trillions in revenue. But right now the math says they're spending trillions FIRST and hoping the revenue shows up later.

If the revenue catches up, this becomes the greatest infrastructure buildout in human history. Bigger than railroads and bigger than the internet.

If it doesn't, the companies that make up a third of the American stock market just leveraged their balance sheets into the largest write-down cycle since 2000.

And unlike the dot-com crash, this time the bubble companies aren't random startups with no revenue. They're the backbone of the entire global economy.

[Darren Burch @InsAgencyOwner]

@ti_morse @elonmusk Where is it? I’m in Austin

[Gregory K Bovino @GregoryKBovino]

I have an announcement…my figure of 100 million is incorrect…

Kayleigh just put out numbers that should shock every American. Nearly 7 million H-1B visas since 2015, and former officials admitting 80 to 90 percent of the Indian ones are straight-up fraudulent.

This isn’t immigration, it’s a slow-motion takeover.

Based on these figures, I will recant my figure of a 100 million illegal aliens in the country, and I now estimate we need to round up a 106 million!!!!

[Darren Burch @InsAgencyOwner]

Rowing teams on Town Lake in Austin, TX. I like it here! #Austin

[Darren Burch @InsAgencyOwner]

Austin - Hill country feels like America! Even downtown Austin feels amazing with all the parks and people. Like no other city in America in my opinion. This is the Mean Eyed Cat bar on a random Sunday.

[Dapper Detective @Dapper_Det]

🚨ICE RAID in S.C. blows open a massive illegal alien identity‑fraud ring and hiring network leading to nearly 50 arrests, criminal charges against managers running the operation.

These jobs are for Americans. Not illegal aliens.

[Calvin @RealCalvin1]

I still can't believe they allowed people here on a temporary 3 year visa to get 30 year mortgages.

It's like they are trying to tank the market.

[Darren Burch @InsAgencyOwner]

@PeterDiamandis Today it may be… 10-20 years ago and before it was the best allocation of funds ever.

[Massimo @Rainmaker1973]

This video never gets old

[Nick Sortor @nicksortor]

🚨 President Trump is CALLING OUT California's RIGGED election system against Spencer Pratt and Steve Hilton

"It's FOUR DAYS and they STILL aren't even CLOSE to telling you who won. You know why?

Because they're RIGGING the election, that's why. Four days!"

"It's a crooked state. We have crooked THIRD WORLD elections in a lot of our states and we should pass our SAVE AMERICA ACT!"

[Darren Burch @InsAgencyOwner]

@MarioNawfal There is always someone smart that uses their intellect for idiotic things.

[Eric Daugherty @EricLDaugh]

🚨 OMG. A MASSIVE India H-1B visa fraud ring has just been busted...nearly 90% PERCENT of India's visa applications contain FRAUDULENT INFORMATION

100,000 THOUSAND counterfeit certificates have been seized 🤯

"Law enforcement in India claim it has uncovered a network of universities that produce fake degrees which were possibly used to obtain these high skilled H1B visas, including one school which allegedly stole over 36,000 fake degrees. It cost as little as $1,400 for one of those."

"And while these are supposed to be high skilled employees during almost all of Biden's time in office, 83% got junior or entry level positions."

This is INSANE! SHUT DOWN THE H-1B SCAM!

@KenPaxtonTX is now going after this in Texas 🔥

@kayleighmcenany @SatAmericaFNC

[Elon Musk @elonmusk]

Step 1: Buy a sh*tload of GPUs
Step 2: ?
Step 3: Profit

[Darren Burch @InsAgencyOwner]

@TiffanyFong Imagine