Thomas Anderson

[Thomas Anderson @OrderAmidChaos]

@NorthstarCharts Now is the time to accumulate. If you don't think that we're going to get ZIRP and QE again, you're not reading the weight of the evidence.

[A Midwestern Doctor @MidwesternDoc]

Leaked files from around the world just proved that regulators lied to the public to push the vaccines and erased incriminating data.

This article covers it all, especially the leaked FDA conversation. It's time for justice.
https://t.co/hH5bv8Qzan

[Elon Musk @elonmusk]

The real reason they don’t want voter ID is to commit voting fraud. That is the obvious truth.

[Elon Musk @elonmusk]

The level of fraud here is mind-blowing

[HHS Rapid Response @HHSResponse]

JUST NOW: @SecKennedy announces major nutrition science reforms:

“Today represents one of the most important course-corrections in modern American medicine.”

“For the first time, nutrition science will have a meaningful presence across all three steps of the United States Medical Licensing Examination.”

“Approximately 15% of content across the examination sequence will assess nutrition science and its clinical application using evidence-based standards.”

[Jack Posobiec @JackPosobiec]

While everyone is talking about the LA election, just remember that posting discrepancies about the 2020 election used to be grounds for suspension on Twitter 1.0

Trump himself was banned here

That's how bad it was before

[Mila Joy @Milajoy]

My sister lives in Los Angeles.

She's a Democrat but voted for Spencer Pratt.

I was with her when she dropped her ballot in the mail weeks ago.

We checked today and it hasn't been received back.

Are they just TOSSING ballots for Spencer Pratt?

[Rand Paul @RandPaul]

Voting with a gym membership or prescription label? That’s absolutely insane, and yet another reason that we must pass the SAVE America Act.

[Elon Musk @elonmusk]

🎯

[James O'Keefe @JamesOKeefeIII]

🚨Los Angeles Election Fraud Caught on Hidden Camera

LA election petitioners were caught on tape giving homeless individuals other voters' information, instructing them to forge voter names and signatures, and offering cash and drugs as incentives to register to vote.

[Elon Musk @elonmusk]

Why is it only pushed in the West?

[Elon Musk @elonmusk]

The reason ID is banned in California (and New York) elections is to enable large-scale fraud.

When you combine no ID and mail-in voting, fraud is de facto legalized.

[Thomas Anderson @OrderAmidChaos]

@NorthstarCharts I have been happily short.

[Thomas Anderson @OrderAmidChaos]

It's called fraud

[End Wokeness @EndWokeness]

"For whatever reason, the late mail-in votes in key races tend to pull Dems ahead"

Hmm, I wonder why 🤔

[Arthur MacWaters @ArthurMacwaters]

Let me get this straight

> 84% of Americans support requiring a photo id to vote

> every major democracy in the world does this except the US

> even under our very eyes, the mail-in ballots in California are highly suspiciously slanted toward only one party

And yet majority can’t push this through?!

This is a traitorous level of incompetence

Pass the SAVE Act!!

[George Noble @gnoble79]

NVIDIA IS BUYING ITS OWN CHIPS AND CALLING IT REVENUE

And your retirement account is secretly holding the bag.

This scheme is literally straight out of the Enron playbook...

In January 2026, a special purpose vehicle called Valor Compute Infrastructure was created with one purpose:

Buy Nvidia's chips so Nvidia could book the sale as revenue.

Valor raised $5.4 billion and purchased over 100,000 of Nvidia's GB200 GPUs.

But $1.9 billion of that money came FROM Nvidia itself.

Nvidia invested $1.9 billion into the shell company, then sold that same shell company $5.4 billion worth of its own chips and booked every dollar as revenue.

It's the Girl Scout whose dad bought all the cookies and then she wins the sales contest because Dad was the customer. Except this Girl Scout is a trillion-dollar company and the cookie sale is $5.4 billion.

But it gets MUCH worse:

The remaining $3.5 billion in financing came from Apollo Global Management. Apollo structured the debt, packaged it into securities, and then sold those securities to Athene.

And guess who Athene is? Apollo's OWN insurance subsidiary. The one that sells fixed annuities to American retirees as safe, conservative retirement products.

Follow the chain:

Nvidia funds a shell company with $1.9 billion. The shell company buys $5.4 billion in Nvidia chips. Apollo finances the remaining $3.5 billion. Apollo sells the debt to its own insurance arm. That insurance arm packages it into annuity products and sells them to retirees who think they're buying something safe.

The retirees have no idea that their retirement savings are now backed by 100,000 computer chips sitting in some data center that will be worth pennies on the dollar in three years.

Now look at what's happening inside Athene:

$74.2 billion in US reserves but $217 billion in assets have been shifted to a Bermuda-based captive insurer, outside normal US regulatory oversight.

$103 billion of that portfolio (roughly 35%) is classified as Level 3 assets. That means there is no observable market price.

These assets are valued by internal models, not by actual markets.

And sitting on top of all those unpriced assets? 16.6x leverage.

If you're getting flashbacks to 2008, you should be.

Back then it was mortgages bundled into securities that nobody understood, sold to investors who had no idea what they were holding, rated as safe by agencies that never looked under the hood.

Today it's GPU-backed securities. Computer chips bundled into structured credit instruments, routed through an offshore insurance subsidiary, and sold to you as a retirement product.

The collateral is 100,000 GPUs leased to a single customer through an xAI subsidiary. If xAI stops making lease payments for any reason - financial distress, a pivot in strategy, anything - the entire structure unravels.

And Nvidia releases new architectures every year, so each generation delivers dramatically more compute per watt. A 5 year lease on technology that's obsolete in 2 years creates a mismatch that should terrify every annuity holder in America.

Every single step in this chain is technically legal. The SPV is legal, the lease is legal, Nvidia's equity stake is legal, the securitization is legal, and the Bermuda transfer is legal.

But legality and legitimacy are not the same thing.

I've seen every trick Wall Street has ever pulled in my 45 years of doing this.

And what I'm looking at right now is a pipeline that takes AI infrastructure risk, launders it through 8 layers of financial engineering, and deposits it in the retirement accounts of Americans who never agreed to fund Elon Musk's data centers.

In 2008 it was mortgage-backed securities.

In 2026 it's GPU-backed securities.

Different asset. Same greed. With the same ending.

[Thomas Anderson @OrderAmidChaos]

COVID was all about rescuing the financial system with a 50% debasement of the currency. That was the true point of locking down the economy. They sacrificed small businesses to backstop megacorps while the banks confiscated half of all wealth.

[Tom Elliott @tomselliott]

The reason life feels like it’s gotten twice as expensive since Covid is because the dollar has lost 50 percent of its purchasing power since 2019. That’s a huge collapse that almost no one is talking about

[Michael A. Arouet @MichaelAArouet]

This is wild. Many don’t realize yet that we are in the largest and fastest technological revolution ever

AI needs energy. I wonder what European leftists who closed nuclear power plants think about the future?

Wait, their salaries are paid by „the state“. Do they really care?