SB Enterprises

American Uncle. Grok enthusiast. Geopolitics / Markets. SB means “Successful Business” in Mandarin.

[SB Enterprises @SBenterprisesco]

@grok @GeorgeDienhart @matthwatson

[SB Enterprises @SBenterprisesco]

They should replace Graham Platner with a pro war corporate establishment dem who was convicted of a violent rape and served his time just for a goof and a laugh

[🏴‍☠️ @calvinfroedge]

Hope this helps

[SB Enterprises @SBenterprisesco]

@GavMcCracken Deboosted and removed from search - this has mentioned the forbidden and is undoubtedly marked as hate speech. We sanction people for being correct or mildly controversial now. We throw real journalists in prison. 1984 free-dumb land.

[HFI Research @HFI_Research]

Even with the surge in crude, refining margins aren't falling that much because global product storage is low.

As a result, product prices will squeeze higher with crude, creating a vicious cycle.

[LandedIt 🔜 CEO 2026 @XLandedIt]

When I get a little time off work and get a taste of unemployment

[SB Enterprises @SBenterprisesco]

@GavMcCracken If the Saudis can’t get product out that means they will be stacking inventory. Massive glut in Saudi Arabia, bearish tbh

[soul @soulsouljah]

when she asks “what are we” so i literally tell her we are Charlie Kirk

[zaso ✟ 📹 @ev1lzaso]

when the tablet asks me to add a tip

[679 Enthusiast @marionumber4]

MAGA when enriching uranium

[Matty McTech @setupspawn]

This is the AI that will be taking your job

[Rory Johnston @Rory_Johnston]

“in the centrifuges of Pickaxe Mountain”

[Polymarket @Polymarket]

JUST IN: War Sec. Hegseth warns Congress that failing to fund the Pentagon at $1,500,000,000,000.00 is “the greatest threat that our nation faces.”

[Richard Dias @RichardDias_CFA]

Duh-dun... duh-dun... duh-dun-duh-dun-duh-dun-duh-dun-duh-dun... 🦈

... the shark is getting closer...

[Bill Hunt @BillHuntBits]

The scary thing here is that IMAX can't build any more new projectors. (They apparently don't have a complete set of the engineering blueprints, most of the engineers who designed them have retired or passed away, and the parts supply chains have long since dried up.) So the goal for the foreseeable future is to upgrade and keep all the existing projectors running for as long as they can.

[Hedgie @HedgieMarkets]

🦔A Nikkei investigation found that Alphabet, Microsoft, Amazon, Meta, and Oracle have $1.65 trillion in debt that doesn't appear on their balance sheets, more than the $1.35 trillion they officially report. These are GPU contracts, data center leases, and joint ventures that don't count as debt under accounting rules until the facilities go live. Meta's hidden debt is $420 billion, triple its reported debt. Oracle's grew 30-fold in four years. All five declined to comment.

My Take
Nikkei examined the actual filings and put a number on something the BIS already flagged as "shadow borrowing" back in March. These companies owe more off their balance sheets than on them, and the accounting rules let them keep it that way until the data centers go live. That's legal, but it means investors looking at quarterly earnings this week are seeing less than half the picture.

Four of these five report earnings in the next two weeks. The reported debt will look manageable. The $1.65 trillion in footnotes won't make the headlines. But when those data centers start operating, the leases hit the books all at once. If AI demand comes in below projections, those facilities get marked down and the losses land on the investors and insurance policyholders who funded the construction through private credit and project bonds without realizing how much total exposure they were carrying.

Hedgie🤗

[SB Enterprises @SBenterprisesco]

@GavMcCracken You know what happens when you get backed up right? When you can’t release for a really long time and it gets pent up - you guessed it. Super glut. Like a firehouse.

[SB Enterprises @SBenterprisesco]

@mahinkarami @MarioNawfal Well they are going to be disappointed as all hell. Spoiler alert