To put it Simple AF
Ken Griffin invested in $NVDA and $NVDA Invested into Open Ai and Other companies
But these Companies ain’t making the money fast enough to pay off their debts and pay $NVDA back
So Bond Holders are running for the Fuckn Hills and saying we ain’t getting paid back on fuckn time
DUMP THE BONDS , OUT!!!
Now the Entire Ai Sector is being Revalued downwards
And Overleveraged Hedgefunds that placed big bets are at Huge fuckn losses and getting margin called which amplifies a Market crash
$AMC $GME
Sooooo.. @MarketWatch for some reason has the US $AMC listing as Arizon Metals Corp and the only symbol for @AMCTheatres was the Mexico one which showed $57.64. Always odd things going on.
Shut down the unauthorized AMC tokens, wipe out the counterfeiters, and $AMC jumps 300% easily within 3 days. I’ve looked for every single rational reason why @AMCTheatres leadership hasn't formally hit Robinhood, Coinbase, eToro, and the rest with cease-and-desist demand letters—and there isn't one. The play is clear: enforce our intellectual property, cut off the synthetic dilution, and force price discovery back to the lit exchange! @CEOAdam can you give us a reason! This is a bad look for the company I love and I’m not going away.
🚨 The AI BUBBLE is starting to look like a MUCH bigger problem than overpriced tech stocks
More than $2 TRILLION was on track to be wiped off the Nasdaq 100 in October, and now Wall Street is getting nervous about something far more dangerous: DEBT.
Blackstone expects Anthropic to receive a JUNK credit rating after its IPO, according to the FT, even as the company plans more than $800 BILLION in computing investments through 2045.
Amazon is burning through cash. Alphabet just lost roughly $500 billion in market value in ONE DAY. And CoreWeave's borrowing costs have reached levels that would make most companies sweat.
Here's where things get crazy.
AI companies are borrowing BILLIONS to buy chips from suppliers who are increasingly helping finance the very customers buying those chips.
That's a LOT of money moving around the same circle.
And the entire industry is just betting that future AI revenues will eventually justify the enormous costs of building all this infrastructure.
Nobody is even questioning whether AI is actually useful.
They're rather questioning whether the spent TRILLIONS to build it will ever make returns.
And if the debt markets lose confidence before those profits arrive, this could get ugly VERY quickly.
Source: MarketScreener, Investing[dot]com, Bloomberg / Writer: Oliver
🚨 Massive CRASH in AI Stocks in the Last 48 Hours
$INTC: -32.9%
$GOOGL: -14.5%
$AMZN: -10%
$SNDK: -15.8%
This comes after disappointing earnings from major tech companies raised fresh concerns about AI spending and future growth.
Intel: Its Q4 revenue guidance came in roughly $1.1 billion below investor expectations, triggering a massive selloff.
$150 BILLION of its market cap has been wiped out, its largest single day decline in over 40 years.
Google: Reported 25% yearly revenue growth, but its free cash flow turned negative by $9.1 billion against expectations of a breakeven.
Nearly $500 BILLION was wiped out from its market value in a single day, one of its biggest one day declines in history.
Amazon: AWS revenue grew 39%, its fastest growth in nearly 5 years. But the company plans to spend $220 billion in capital expenditure this year, largely on AI infrastructure, with even higher spending expected in 2027.
Its annual free cash flow swung from positive $14.8 billion to negative $42.4 billion in just 12 months causing more pressure.
SanDisk: Even after beating earnings expectations with 378% yearly revenue growth, investors remained cautious as its quarterly revenue growth slowed from 51% to 23%.
Investors are increasingly worried that Big Tech is spending hundreds of billions on AI infrastructure without generating enough cash to justify it.
These concerns are now spreading across the semiconductor sector.
🚨🇰🇵 Who just pulled off the biggest crypto heist in history? Three blockchain-tracking firms say NORTH KOREA...
Hackers reportedly got into Binance through one engineer's laptop and walked out with more than $6 billion, four times the old record, which was the $1.5 billion Bybit theft also pinned on Pyongyang.
TRM Labs, Chainalysis and Singapore's Pangolin Intelligence all point to North Korea's elite hacking unit, Chainalysis with "high confidence."
About $3 billion has been frozen, Binance says it will cover every customer, and the rest is already moving across blockchains toward the laundering networks that turn it into cash.
US and South Korean officials say hacking is one of the regime's biggest sources of money, and $6 billion is several times what North Korea's entire economy reportedly produces in a year, landing in a country under total sanctions.
If Trump still wants a summit with him in Shenzhen next month, Kim will be walking in with the biggest payday in his country's history already in the bank.
Source: CNN, TRM Labs / Writer: Daniel