JacobInvests

My take on Stocks, Crypto, and Real Estate. Not financial advice, just for entertainment and educational purposes only.

[unusual_whales @unusual_whales]

BREAKING: Inflation is officially rising faster than wages, per BLS.

[unusual_whales @unusual_whales]

BREAKING: Bank of America: There are too many red flags in this stock market.

[Crypto Rover @cryptorover]

🩸 WARNING: $BTC JUST BROKE THE MOST IMPORTANT LINE IN ITS HISTORY.

14 years of support. Gone.

That trendline survived Mt. Gox. 2018. COVID. FTX.

It just failed.

[Bull Theory @BullTheoryio]

🚨 THE ENTIRE AI BOOM MIGHT BE BUILT ON FAKE REVENUE.

Latest corporate filings show that OpenAI and Anthropic alone make up over half of the entire $2 trillion future cloud backlog held by Microsoft, Oracle, Google, and Amazon.

This massive pipeline is actually being created through a circular accounting trick called a round trip revenue loop.

But how it works ?

A tech giant gives billions of dollars to an AI startup as an "investment". But hidden in the contract is a strict rule forcing the startup to hand that exact same money straight back to the tech giant to rent their computer servers.

Look at the documented case of Microsoft and OpenAI.

When Microsoft invested $13 billion into OpenAI, it didn't just give them cash; it gave them "cloud credits" to use Microsoft servers. OpenAI used those exact credits to train its AI models, and Microsoft then turned around and recorded that server usage as brand new "cloud revenue" from a customer.

The tech giant is literally paying itself with its own money and calling it a sale.

This is why OpenAI’s annual cloud bill has ballooned to over $60 billion, double its actual revenue of $25 billion, kept alive solely by this recycled funding loop.

Anthropic runs the exact same play, spending $2.66 billion on Amazon Web Services in just nine months, which was basically 100% of all the money it earned at the time.

This manufactured demand triggers a second accounting trick where tech giants book massive paper profits. Every time a startup gets a higher value from a new funding round, the tech giant updates the value of its investment on its books and counts that unearned paper gain as direct profit.

In Q1 2026, Alphabet reported a record $62.6 billion profit, but $28.7 billion nearly half, was just a paper markup on its Anthropic investment. In the same quarter, Amazon reported $30.3 billion in profit, but $16.8 billion of it was just an Anthropic paper gain.

While Amazon reported record profits, its actual free cash flow collapsed 95% to just $1.2 billion because it had to spend $44.2 billion in real cash to build physical data centers.

This has created a massive danger where these giant companies rely heavily on just one or two unstable startups. Microsoft has 49% of its $627 billion future backlog tied to OpenAI, while Oracle has an incredible 54% of its entire $553 billion pipeline relying on OpenAI alone.

This perfectly mirrors the 2001 dot-com crash when Global Crossing and Qwest Communications swapped identical fiber-optic network capacity with each other just to book fake sales.

Qwest had to erase $1.4 billion in fake income, and Global Crossing went completely bankrupt.

The only difference is that the dot-com swaps were illegal, but today's AI loop is fully legal under current accounting rules.

This legal loop inflates tech company stock prices, forcing automatic retirement accounts and index funds to buy even more of these tech stocks. It is a self feeding loop where investments, sales, and stock prices all go up on paper without the AI technology ever making real cash profits.

[Shay Boloor @StockSavvyShay]

Jeff Bezos said the bottom half of Americans should pay zero federal income tax.

He cited a nurse in Queens making ~$75K and paying ~$12K in taxes saying “we shouldn’t be asking this nurse in Queens to send money to Washington.”

[The Disrespected Trucker @DisrespectedThe]

Hantavirus pulmonary listed as a side affect from the Pfizer Covid vaccine? What? Is this why they wanted to hide this info until 2085?

[unusual_whales @unusual_whales]

The national debt just exceeded 100% of GDP for the first time since 1946, per WSJ

[Camus @newstart_2024]

This MRI study on young kids just exposed something terrifying:

They scanned the brains of 60 children aged 3–5 — including 5-year-old Rose — and found interactive screen time is causing measurable loss of white matter in their developing brains. Even just 2 hours a day is linked to impaired neural connectivity, language, and literacy development.

Professor Mike Nagel (neuroscientist and father) said his first reaction was simply: “Wow… I was not anticipating seeing anything like that.”

We’re physically changing children’s brains before they even start school — and the damage is visible on scans.

This one actually unsettled me. I’ve always suspected too much screen time was bad, but seeing real white matter loss in toddlers hits different.

Parents of little ones — has this kind of research changed how much screen time you allow?

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

Breaking: US Senators have been banned from trading on prediction markets, effective immediately, per CNBC

[Chicago Bears @ChicagoBears]

How it started ➡️ How it's going

[HealthRanger @HealthRanger]

Wal-Mart is smart. They're getting ready for the rapid hyperinflation that's coming.

This is the only way they can keep up with the daily price increases that will be needed.

[philarekt @philarekt]

🚨 BREAKING

🇯🇵 BANK OF JAPAN DUMPED $2.86B IN U.S. TREASURIES

THIS IS THE BIGGEST LIQUIDATION IN THE LAST 30 YEARS

THE LAST TIME THEY DUMPED U.S. TREASURIES, THE STOCK MARKET DUMPED 15%

THEY DEFINITELY KNOW SOMETHING

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

🇨🇳 CHINA JUST DUMPED ¥900.8 BILLION IN US TREASURY HOLDINGS BEFORE THE US MARKET OPEN TOMORROW

HISTORICALLY, EVERY DUMP FROM CHINA HAS BEEN FOLLOWED BY A 21% DUMP IN $BTC

THIS IS NOT GOOD FOR MARKETS...

[Crypto Tony @CryptoTony__]

🚨 JUST IN : INSIDERS HAVE BEGAN TO MASSIVELY DUMP EVERYTHING EXCEPT OIL RIGHT AHEAD OF THE U.S. MARKET OPEN ON MONDAY!

EVERY SINGLE INSIDER IS SELLING BILLIONS NONSTOP:

0 BUYS. 1,382 SELLS. $13.58 BILLION IN VOLUME.

NOT GOOD NEWS FOR THE MARKETS

[CryptoGoos @cryptogoos]

Exchanges don’t release free AI courses unless the flow is about to change.

Binance just released one.

Free. 36 minutes. PDF certificate at the end.

But the real alpha isn’t the course.

It’s that every safety rule they teach exists because people are ALREADY losing money to AI agents they don’t understand:

> Granting full account permissions on day 1

> Trusting hallucinated price data

> Letting AI execute with zero human confirmation

> Copy-pasting unverified prompts from Twitter

The fix is a 6-step workflow every serious trader will run within 12 months:

Discovery > Verification > Risk check > Plan > Human confirm > Execute

Plus 3 safety rules most degens will skip until they get drained:

> Least privilege

> API key hygiene

> Human in the loop

Binance doesn’t build free education for things that aren’t about to go mainstream.

AI agents trading crypto isn’t the next cycle.

It’s already happening.

The only question is which side of the table you’re on when the liquidity shifts.

https://t.co/Z9neGxE8wM

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

BLACKROCK JUST STARTED LIQUIDATING ALL THEIR CRYPTO AHEAD OF THE U.S. MARKET OPEN TOMORROW

THEY ARE NON-STOP DUMPING MILLIONS OF $BTC AND $ETH EVERY FEW MINUTES

LOOKS LIKE A HUGE DUMP IS COMING ON MONDAY...

[Wimar.X @DefiWimar]

🚨 BREAKING

TRUMP'S INSIDER JUST OPENED A $53 MILLION $BTC SHORT WITH 30X LEVERAGE!

HIS WIN RATE IS 100%,10 OUT OF 10 TRADES HAVE BEEN PROFITABLE.

IF $BTC PUMPS JUST 7% → HE WILL BE LIQUIDATED FOR $50 MILLION.

EITHER HE KNOWS SOMETHING, OR A MASSIVE LIQUIDATION IS COMING...

[NoLimit @NoLimitGains]

🚨 20 minutes before Trump announced the Strait of Hormuz was open, someone dumped 7,990 Brent futures. A $760M short.

[JackTheRippler ©️ @RippleXrpie]

💥🇺🇸 HUGE NEWS:

THE U.S. IS ABOUT TO ELIMINATE INCOME TAX!

US Treasury Secretary Scott Bessent:

“I want to encourage everyone out there watching today to change their withholding. You will get an automatic real wage increase on a weekly or a monthly basis.”

[Lex Fridman @lexfridman]

This life is fucking amazing. I'm so grateful to be alive, with all of you on this miracle of a planet.

Oh and I'm sorry if I fuck things up sometimes. I'm a flawed human. But I promise to do whatever I can to try to add some more understanding and love to this world.

After the world leader convos I get attacked intensely by all sides, and many disparate online communities. It has led to some really low points for me mentally. But I don't matter. I'm listening. I'll do better. And I'll try to find the strength to do more of them, always with rigor and backbone, seeking to truly understand. And despite accusations, I do extremely high amounts of research, sometimes 100+ hours for a conversation. Ask many of my previous guests. But when I come to the table, I put all that aside, and make it all about the other person. I don't ever try to sound smart. I know the vastness of my ignorance. But I'm trying. Sometimes I do fuck up and sound like a douche, or do something incredibly cringe. And I hate myself right after. But I'd rather fail and embarrass myself a million times, than not do what my heart says is right.

And besides world leaders, historians, CEOs, engineers, etc, this year I want to travel the world and talk to a lot more everyday people on and off the mic. This is something I've wanted to do for a long time.

Anyway this is written while on I'm on a 10 mile run, probably procrastinating, since to type I have to walk and not run 🤣

But I did just get stopped by a super smart and kind girl who works at a humanoid robotics company here. And she asked if she can give me a hug to thank me for being me. Sometimes the universe sends you a message that even a dumb dude like me can almost hear. I really needed that today. Thank you for the hug and the kindness 🙏 I'm just hoping she was real and I didn't just imagine that 🤣 Then again if I went full crazy might as well enjoy it!

Back to the run. I love you all! ❤️