Hansbergington

[Thomas Massie @RepThomasMassie]

Feds placed the pipe bombs and fomented the demonstrations on January 6, 2021. One day this will be known as certainly as the fact that COVID was the result of U.S. funded lab research.

[Hansbergington @SeanHans35]

@bootsiejones @traderboog @PasionBasketNBA Those rivalries saved the NBA it was struggling, hardly any big contracts to everyone. Miss that league

[Hansbergington @SeanHans35]

@VinnysCorner1 Mike Schmidt

[Hansbergington @SeanHans35]

@bootsiejones @traderboog @PasionBasketNBA How bout, do you think pros could handle playing Laimbeer? He would foul out 5 min into the game today and they would be calling for an execution. That is a mean man

[Hansbergington @SeanHans35]

@BeardoTrader Have fun man get back to vacation!

[Karan @karankendre]

Nobody saw this coming

Japan is now officially in the AI race

and they’ve released a model that performs on par with Claude Mythos

[Wall Street Apes @WallStreetApes]

WOAH 🚨 Real report released from the Federal Reserve finds 30% of the cost of increase in home prices and 20% of rent increases ARE DUE TO ILLEGAL IMMIGRATION

No longer a conspiracy theory. “We just saw a study from the Federal Reserve just last week finding that 30% of the increase in home values across the country in metropolitan areas are due to illegal immigration”

Just think about that, you already can’t afford a home and now they’re 30% more expensive because illegals flooded America under Biden

You already can’t afford rent but you’re paying 20% more because illegals flooded America under Biden

Again, these are increases for the average metro areas from early 2021 to early 2024. Under Biden’s Presidency

The second Democrats gain power this starts back up and rent and homes get even more expensive

[Mario Nawfal @MarioNawfal]

🇳🇴 The Norwegian parliament decided to trade their usual suits for some serious spirit, pulling off a "Viking Row" right in Oslo to back their team.

It’s wild to see the politicians actually cut loose and get that hyped for the World Cup.

Writer: Daniyal

[Boring_Business @BoringBiz_]

Private equity firms after firing half the workforce to improve operating margins by 4%

[Hansbergington @SeanHans35]

@MrTinvests Lookin juicy meng

[PaxTrader777🇺🇸 @paxtrader777]

Be careful today, there may be some surprises which can move us fast and furiously. Jan 3rd 2001 was the very first trading day of the new year after the tech bubble burst. I was a very big NQ pit trader at the time and mid morning I was short 28 big NQ which was 28k every 10 points. Greenspan cut rates by 50 basis points late morning on the thinnest day of the year at the thinnest time. The NQ rallied 26% in just a few minutes, the biggest one day rally in history, still is. I was bidding the market up 50-100 pts a crack to get out and there were no offers. I was competing with Susquehanna to get out of shorts, it was a complete nightmare.

When all was said and done I lost 1.5M of my own money, money I never dreamed I would have a couple years previous. I was debit 650K the next day but my reputation was such that my FCM allowed me to trade the next day before I was able to clear up my debit with a posative balance of 1M. It was VERY important to me that I was in the pit the next day. I could not let anyone think I was weakened or fearful. I showed up with head held high and my shoulders back.

I showed up like God sent me.

I am always mindful of that day on FOMC days and on big moves. I know what it feels like to have the world spinning out of control around you where seconds feels like hours. I also know what it feels like to stand on your own two feet when all you want to do is pull the covers over your head and hide a bit. We show up every day to battle, not the market but oursleves.

The best lesson I learned that day was the market cannot hurt me-only I can.

[MERICA MEMED @Mericamemed]

AI data centers worst nightmare

[Hansbergington @SeanHans35]

Let him ride it out on his own land

[Wall Street Apes @WallStreetApes]

Arizona State University filed to use eminent domain to steal a 124 year old Phoenix home from a senior homeowner

The man who owns it is a 89 year old senior citizen who’s owned the home for 50 years

ASU says they need the land for their downtown health campus

ASU made multiple purchase offers, they’ve offered up to $850,000 for the home. The homeowner keeps refusing. So now they plan to just take the home with eminent domain

If eminent domain goes through he’ll be forced to accept the appraisal price

[World Source News @Worldsource24]

BREAKING: Protesters in Belfast are going house to house looking for migrants and evicting them.

[Hansbergington @SeanHans35]

@TheProfInvestor Funny how that works, have to learn to play both ways or these days can be long

[Hansbergington @SeanHans35]

@MichaelPBento It’s gonna really suck when they find out they were trained to buy the dip over and over again to get wrecked for a straight month

[Hansbergington @SeanHans35]

If this is even a little bit true mother of god

[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.

[Hansbergington @SeanHans35]

@assface_burner Hear these semiconductors are hotter than Anacott Steel

[Bleacher Report @BleacherReport]

No. 1 Aryna Sabalenka is OUT of Roland Garros after losing 10 STRAIGHT GAMES to No. 25 Diana Shnaider 🤯🚨

Another upset in Paris‼️

[illuminatibot @iluminatibot]

You are not allowed to notice that every western country opened its borders at the same time, pushed the same ideology at the same time and is experiencing the same demographic shift at the same time.

Just a coincidence. Move on.