Michael Salkeld

Fight the war for class equality, educate others, do not believe the media and have a good positive life

[kuno @kunoo]

Crypto explained in 24 seconds.

[Tolkien World @TolkienWorldG]

Sir Ian McKellen at 86 expertly reciting Shakespeare last night!

[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

[Paddy Power @paddypower]

It's probably time to honour one of Liverpool's greatest ever full-backs...

18+ GambleAware

[Michael Salkeld @MichaelSalkeld]

@rustyrockets What is the agenda Russell?

[Michael Salkeld @MichaelSalkeld]

@MediumDebyOuld @therealmissjo @LBC Nice to see there’s still wonderful people in the world. A lovely reply Deby 👍

[Degen with a dog @georgiomic]

You only love yourself, and the Russian regime.

There was no doubt as to whether your (pretty clear) agenda is pro-Russia.

There was some hope that your intentions were noble, as opposed to fuelling hatred.

Recite the two single arguments @ZelenskyyUa used, and reflect on his pain and intent to get the world to (still) understand the suffering and injustice his nation suffering. Put yourself in his shoes. Put America as a target in a “what if” scenario.
@realDonaldTrump expects weakness everywhere. History has shown, time and again, how this insecurity and bullying ends.

You care not about peace.
Claiming to do so by click farming through oversimplifying of a complex issue like this - and not putting in the work like you sometimes do in your podcasts - is evidently and ridiculously stupid.
It’s also disrespectful to your followship.

Do better, and stay away. You should remain as irrelevant and small as you are on this.

[The Overlap @WeAreTheOverlap]

"Talent's not enough to play for a big club!" 😡

Roy and Wrighty clash over Bruno Fernandes’ impact as Man Utd captain! 😳

Is this the most explosive moment in Stick to Football history? 👀

[James Melville 🚜 @JamesMelville]

I’ve never voted Tory in my life and I thought the last Tory government was dreadful. But this bloke is the worst Prime Minister of my lifetime. He’s the diametric opposite of what Labour should stand for. In fact, he stands for absolute nothing apart from his own dishonesty.

[Michael Salkeld @MichaelSalkeld]

@JH_37_

[Ian Miles Cheong @ianmiles]

The Southport monster didn’t just kill three little white girls. He stabbed them hundreds of times, and he stabbed almost a dozen other girls almost as many times, even dragging the wounded back into the center as they were fleeing so he could cut them up them even more. Later he would laugh at the police and express that he was glad they were dead.

Starmer’s government knew all of this, and knew of his anti-white motivations, based on his reading lists, and told no one the gory details.

Instead, together with the legacy media, the British government and the police called it “misinformation” and “disinformation” to suggest that he had a racial motive. They painted those protesting over the murders as the “far right” and arrested and jailed hundreds for social media posts. The police even threatened to extradite anyone from overseas for talking about it.

And in all of this, they failed to protect Britain’s most vulnerable—young white girls. Do you see a pattern?

[Michael Salkeld @MichaelSalkeld]

@hwatsuzette @RupertLowe10 @RachelReevesMP Don’t be so stupid, when the UK owned utilities was when we were a great country.

[Maral Salmassi @MaralSalmassi]

Despite claims made by the German press, Taleb Al Abdulmohsen is not an ex-Muslim atheist, nor is he a fan of the AfD or Elon Musk. While he may have spread this misinformation himself, it aligns with the practice of Taqqiye, an Islamic doctrine that permits lying and deception to advance Islamic objectives.

In reality, he is a radical Shia Muslim, as evidenced by his name and numerous tweets and chat leaks circulating on Arabic-speaking platforms like X. Disturbingly, his plans to carry out mass killings of Germans were brought to the attention of German authorities by a Saudi woman. Tragically, the police ignored her warnings.

The links are added in the thread.

#magdeburg #Maagdenburg

[Gary Lineker @GaryLineker]

What an awful world we’ve managed to make it. To live in peace seems utterly beyond us. So dreadfully sad.

[Dr. Jennifer Cassidy @OxfordDiplomat]

"Children have been shot in other conflicts I have covered.

But never before,

have I watched as soldiers,

enticed children like mice,

into a trap

and murdered them for sport"

- Christopher Hedges, Pulitzer Prize Winning American journalist on Assignment in Gaza.

[Michael Salkeld @MichaelSalkeld]

@UFCEurope @MeatballMolly Well in Molly 👍, competing in the toughest industry about.

[Michael Salkeld @MichaelSalkeld]

Amazingly Powerful

[Everton @Everton]

A little-known feature at Finch Farm... 💙❤️

[. @EverMoonERC20]

Today we launched the #EVERMOON #Airdrop for our community!

Check eligibility and claim on our site:
🔗 https://t.co/DRC9joRpEv

#BAYC #MAYC #BAKC $VRA $RIO #Otherside #USDT $BEN #BEN $PSYOP $LOYAL Lido $OP ZkSync #Bitcoin  #USDC $Link $HEX #100X #ape ApeCoin $XEN $SUI Optimism