Megren AlDalbahi مقرن الدلبحي

۞ وَلَسَوْفَ يُعْطِيكَ رَبُّكَ فَتَرْضَى ۞

[إيـثـار '🕋 @ethalimd]

« اللّهُ أكبَر عَدد مَا أَحرمَ الحُجاج مِن المِيقات
وعددَ مَا رفعُوا بالتلبِية لله الأصواتْ..
الله أكبَر عددَ ما دَخل الحُجاج مَكّـة 🕋❤️»

[د. عبدالعزيز الشايع @aamshaya]

(أول ليلة في أعظم أيام الدنيا وأفضلها)
الله أكبر الله أكبر .. لا إله إلا الله.
الله أكبر الله أكبر .. ولله الحمد.
١-يبدأ (التكبير المطلق) من هذه الليلة حتى يوم١٣ ذي الحجة.
٢-المطلق: يكبر في كل وقت في المسجد وبيته وسوقه وعمله.
٣-(التكبير المقيد): من فجر يوم عرفة إلى يوم١٣
٤- المقيد: مقيد بأدبار الصلوات.
٥-يجتمع في يوم عرفة وما بعده: مطلق ومقيد
٦-من صفات التكبير: الله أكبرالله أكبر لا إله إلا الله، الله أكبر الله أكبر ولله الحمد.

[Megren AlDalbahi مقرن الدلبحي @MGA_OTB]

عيدكم مبارك 🌙
وكل عام وأنتم ومن تحبون بخير.

[Megren AlDalbahi مقرن الدلبحي @MGA_OTB]

مبارك عليكم الشهر 🌙
تقبل الله منا ومنكم صالح الأعمال

[Shanaka Anslem Perera ⚡ @shanaka86]

BREAKING: The $610 Billion AI Ponzi Scheme Just Collapsed

Last night at 4pm EST, something unprecedented happened. Nvidia stock rallied 5% on earnings, then crashed into negative territory within 18 hours. Wall Street algorithms detected what humans couldn’t: the numbers don’t add up.

Here’s what they found.

Nvidia reported $33.4 billion in unpaid bills, up 89% in one year. Customers who bought chips haven’t paid for them yet. The average wait time for payment stretched from 46 days to 53 days. That extra week represents $10.4 billion that may never arrive.

Meanwhile, Nvidia stockpiled $19.8 billion in unsold chips, up 32% in three months. But management claims demand is insane and supply is constrained. Both cannot be true. Either customers aren’t buying or they’re buying without cash.

The cash flow tells the real story. Nvidia generated $14.5 billion in actual cash but reported $19.3 billion in profit. The gap is $4.8 billion. Healthy chip companies like TSMC and AMD convert over 95% of profits to cash. Nvidia converts 75%. That’s distress level.

Here’s where it gets criminal.

Nvidia gave $2 billion to xAI. xAI borrowed $12.5 billion to buy Nvidia chips. Microsoft gave OpenAI $13 billion. OpenAI committed $50 billion to buy Microsoft cloud. Microsoft ordered $100 billion in Nvidia chips for that cloud. Oracle gave OpenAI $300 billion in cloud credits. OpenAI ordered Nvidia chips for Oracle data centers.

The same dollars circle through different companies and get counted as revenue multiple times. Nvidia books sales, but nobody actually pays. The bills age. The inventory piles up. The cash never comes.

AI company CEOs admitted it themselves last week. Airbnb’s CEO called it vibe revenue. OpenAI burns $9.3 billion per year but makes $3.7 billion. That’s a $5.6 billion annual loss. The $157 billion valuation requires $3.1 trillion in future profits that MIT research shows 95% of AI projects will never generate.

Peter Thiel sold $100 million in Nvidia on November 9. SoftBank dumped $5.8 billion on November 11. Michael Burry bought put options betting Nvidia crashes to $140 by March 2026.

Bitcoin, which tracks AI speculation, dropped from $126,000 in October to $89,567 today. That’s a 29% crash. AI startups hold $26.8 billion in Bitcoin as collateral for loans. When Nvidia falls another 40%, those loans default, forcing $23 billion in Bitcoin sales, crashing crypto to $52,000.

The timeline is now certain. February 2026, Nvidia reports fourth quarter and reveals how many bills aged past 60 days. March 2026, credit agencies downgrade. April 2026, the first restatement. The fraud that took 18 months to build unwinds in 90 days.

Fair value for Nvidia: $71 per share. Current price: $186. The math is simple.

This is the fastest moving financial fraud in history because algorithms detected it in real time. Human investors are 90 days behind.​​​​​​​​​​​​​​​​

Read the full data driven deep dive article here - https://t.co/sDEf5Mdrtc

[The Kobeissi Letter @KobeissiLetter]

WHY are markets crashing? Our logical explanation:

There is quite literally only ONE headline that can even be partially blamed for such a sudden market crash.

At 11:20 AM ET, the US Labor Department said the November and October employment "situation" will be released on December 16th.

By this point, the S&P 500 was already down -70 points from its high seen at 10:30 AM ET.

However, in the 40 minutes after this announcement, the S&P 500 crashed another -120 points.

We now know that the Fed is effectively entering another interest rate decision with an economic data blackout.

Markets do NOT like information asymmetry.

But, is this really enough to erase nearly -$2 trillion in market cap in a matter of minutes? In our view, this was just the "switch" that shifted sentiment. The reality is that investors are on edge in this market.

When a sudden decline begins, investors rush to the exit because the "bubble is popping." This works in the opposite direction as well.

When stocks surge, the rally accelerates quickly as capital rotates back into AI stocks, because "AI is the next big thing."

The reality is that we now live in a market where ANY headline can drive trillions of dollars of market cap in a matter of minutes for one sole reason:

Sentiment is more polarized than ever.

[Mohamed A. El-Erian @elerianm]

Forgive me for sounding like a broken record, but today’s market action is so illustrative of something I've been trying to convey for a while now.
The notable thing about gold today isn’t just that its price hit yet another record high, but how it has done so:
Gold is surging on the same day that US stock indices have over 1%.
This simultaneous climb in both a classic safe haven and risk assets is a powerful illustration that the drivers of the current gold rally are different from historical patterns. (For a deeper dive into this, please see my conversation on CNBC from early this morning--linked posted earlier.)
#economy #markets #gold

[Robin Brooks @robin_j_brooks]

China is playing hardball with rare earths not because it has the upper hand in the trade conflict with the US but because it has to. China's exports to the US have been clobbered and are a massive hit to China's export sector. China is in a position of weakness, not strength...

[Mohamed A. El-Erian @elerianm]

A couple of notable market moves this morning:
The 10-year U.S. Treasury yield has dropped below 4.10%.
WTI crude oil is trading below $60 a barrel (chart).
These developments, combined with remarks signaling future rate cuts from Federal Reserve Governor Waller (identified as one of the five finalists to replace Chair Powell), will provide a boost to stocks.
#economy #markets #oil #federalreserve

[Charlie Bilello @charliebilello]

The S&P 500 has posted a positive return during the last 6 government shutdowns and is up 1% so far during the current shutdown, hitting 5 more all-time highs. $SPX

Video: https://t.co/LU2NNTVgWX

[Megren AlDalbahi مقرن الدلبحي @MGA_OTB]

@MuadhAlhusaini مبارك لكم هذا الإنجاز يا أبو عبدالرحمن ، وأسأل الله أن يزيدكم رفعة وعلما وينفع بكم

[عادل العبدالجبار ⚖️ @adelalbdaljbar]

مع كثرة الضغوط وتفكيرك في امور لا طاقة لك بها سيبدو على ملامح وجهك التعب والخوف وتظن انها النهاية ، ثم في لحظة يصلح الله كل شيء وكأنه لم يكن

[عادل العبدالجبار ⚖️ @adelalbdaljbar]

إذا جاءات الفتوحات الربانية ، غابت معها الحسابات المادية ، فسألوا الله وبالغوا في الدعاء ، فإنه لايرد من دعاه ورجاه

[Charlie Bilello @charliebilello]

1. Stocks: all-time high
2. Home Prices: all-time high
3. Bitcoin: all-time high
4. Gold: all-time high
5. Money Supply: all-time high
6. National Debt: all-time high
7. CPI Inflation: 4% per year since Jan 2020, 2x the Fed's "target"
8. Fed: cutting interest rates next month

[مغفرة @1A_610]

لو عرف الناس فضل الإبتلاء لدعوا الله أن يبتليهم.. 🤍

[ركن الاستثمار-سعد @Investment_corn]

من حافظ على وتيرة الأرباح؟ ومن تراجع؟

الجدول أدناه يوضح صافي الأرباح لشركات تاسي بالمقارنة مع النصف الأول 2024

[Lisa Abramowicz @lisaabramowicz1]

US continuing jobless claims keep creeping higher, now at the highest level since November 2021.

[عادل العبدالجبار ⚖️ @adelalbdaljbar]

إذا حل فرج الله ..
انتهت الظروف الصعبة ، واصبحت جميع الأسباب تسير في صالحك ، حتى الهموم المتروكة في قلبك تلاشت وكأنها لم تكن

[د. عبدالعزيز الشايع @aamshaya]

الصلاة على نحو ( ٦٠ جنازة ) عصر هذا اليوم ١٢/ ٢/ ١٤٤٧هـ، في مدينة الرياض.
اللهم اغفر لنا ولهم، وثبتنا وإياهم، وسائر المسلمين، يا رب العالمين.
.. .. .. ..
(موعظة بليغة):
القبور مملوءة بالشباب، فلا يغرنكم حاضر الدنيا البالي، عن غائب الآخرة الباقي.

[عادل العبدالجبار ⚖️ @adelalbdaljbar]

سيأتي يوم تلتفت فيه الى الوراء بقلبٍ مُمتنٍ لله شاكرا حامداً له أن لم يحقق لك ما كنت تتمناه وأنه سبحانه كان ارحم بك وألطف