Samori Trading

Licht-Trading für die neue Zeit | Frequenz statt Gier | Trading als Weg zur Erinnerung | #samoritrading

[The Truth Walker @TheTruthWalkerQ]

Denying the damning facts in the Epstein files is no longer an option, and those trying to dilute the case are complicit in covering up the worst crimes of the era against humanity. Do you have the courage to speak the truth and share these files?

[Samori Trading @SamoriTrading]

@MikeNellis 😄

[Samori Trading @SamoriTrading]

@RZitelmann Musk dient dem System und die werden reichlich beschenkt. Er verbreitet das Narrativ des im Weltraum fliegenden Steinball und das ist optimal fürs System

[Samori Trading @SamoriTrading]

+++ 09:17 Libanon: Israel setzt Luftangriffe im Süden fort +++

Laut dem Libanon hat die israelische Armee ihre Angriffe im Süden des Landes fortgesetzt - trotz des verkündeten Rahmenabkommens im Iran-Krieg. Israel habe unter anderem die Umgebung der Stadt Nabatija angegriffen

[Samori Trading @SamoriTrading]

BIG SHORT!

[Ricardo @Ric_RTP]

Wall Street just pulled off the exact move that turned 2008 from a housing problem into a global collapse.

They turned Nvidia graphics cards into bonds, stamped them investment grade, and started selling them into the funds that hold retirement money.

Here is what happened while everyone was busy arguing about whether AI stocks were overvalued:

The company at the center is CoreWeave, which rents out Nvidia chips to AI companies.

To buy those chips, it borrows enormous sums, and the collateral on the loans is the chips themselves. That alone is alarming because a graphics card LOSES most of its value within a few years as the next generation makes it obsolete.

You are lending against an asset built to rot.

In January, Nvidia invested $2 billion straight into CoreWeave, which then used borrowed money to buy more Nvidia chips.

On March 31, CoreWeave closed an $8.5 billion loan backed by its chips, and for the first time the rating agencies stamped that chip-backed debt investment grade, with Moody's assigning it an A3.

Debt secured by depreciating graphics cards was rated nearly as SAFE as a blue-chip corporate bond.

Then on May 18, CoreWeave closed the first chip-backed facility designed to be publicly syndicated and traded on secondary markets.

And that's the part that really matters because it means this debt can now be sliced up, passed around, and bought by anyone, including the bond funds and pension managers who are required to hold "safe" investment-grade paper.

On June 11, it announced another $3.5 billion in bonds on top of all of it.

Now compare this to what happened in the past:

Subprime mortgages in 2007 were not dangerous because some people got loans they couldn't repay...

They became a global bomb the moment that debt got rated AAA and sold into the wider financial system, because the rating is what let it bleed into money market funds, pensions, and bank balance sheets that were supposed to be boring and safe.

The bad loans were the spark but the packaging and rating were the detonator.

And that detonator just got built for AI.

Debt backed by graphics cards is now rated investment grade and trades on secondary markets, which means the AI bubble is no longer trapped inside tech stocks you can choose not to own.

It has been quietly converted into bonds and routed toward the retirement accounts of people who have never typed a single prompt in their lives.

And the whole structure rests on a backlog of customer "commitments" that CoreWeave values at nearly $100 BILLION, backed by a $21 billion Meta deal and a $6 billion Jane Street deal.

Those are promises to pay over many years, made by AI companies that are themselves mostly unprofitable and burning cash. If even a few of those customers slow down or walk away, the collateral sitting under all this rated debt is a warehouse of chips losing value by the month.

The AI bubble used to be a stock-market story you could opt out of. But as of this spring, that isn't the case anymore.

So here's the real question:

When the people packaging this debt swear to you that it's safe, who do you think is standing on the other side of that trade?

[Samori Trading @SamoriTrading]

@JavierBlas @opinion Nope

[Samori Trading @SamoriTrading]

@itamarbengvir You are looser

[Samori Trading @SamoriTrading]

Was würde Charlie Kirk Trump jetzt raten?

[Samori Trading @SamoriTrading]

Trump hat kapituliert und versucht mit aller Gewalt die Schäden die bald sichtbar werden zu kaschieren. Israel wird Fehler begehen!!!

[Samori Trading @SamoriTrading]

Ich frage mich warum ein Militär Schlag angekündigt wird. Macht keinen Sinn

[Samori Trading @SamoriTrading]

@AktienmitFlow Du wirst in 3 Wochen sagen: Holly shit

[Samori Trading @SamoriTrading]

Wo ist der Deal mit dem Iran? Ich frage für einen Freund 🤣🤣🤣

[Samori Trading @SamoriTrading]

@FirstSquawk @evfcfaddict Not really

[Samori Trading @SamoriTrading]

@FranzSchellhorn @orf_at Dann greift Russland die Ukraine auch nicht an

[Samori Trading @SamoriTrading]

@RobynHD Die USA muss vorher liefern und gibt es eine Vereinbarung. Israel wird dem nicht zustimmen

[IRAN EMBASSY in KENYA @IRANinKENYA]

Just a reminder to all his devils' supporters

[Samori Trading @SamoriTrading]

@Schuldensuehner Vorallem die gesund über ein Jahrhundert gewachsen sind macht ein Unternehmen in wenigen Stunden zunichte. Unglaublich 🤣🤣🤣

[Samori Trading @SamoriTrading]

@FilipsMoneyX @retail_mourinho No deal

[Samori Trading @SamoriTrading]

@ihtesham2005 After next 4 weeks he will do nothing