Jenna Ortega

Actress, bringing characters to life one script at a time || Backup page ❤️

[Jenna Ortega @Simply_JennaO]

Jenna Ortega 💋🔥

[Jenna Ortega @Simply_JennaO]

Jenna Ortega

[Jenna Ortega @Simply_JennaO]

This dress is still living rent-free in fashion history 💚

Wednesday wouldn’t approve 😁🖤
#JennaOrtega

[Jenna Ortega @Simply_JennaO]

Jenna ortega...!🔥🔥🔥

[Jenna Ortega @Simply_JennaO]

Jenna Ortega

[Jenna Ortega @Simply_JennaO]

Jenna Ortega

[Jenna Ortega @Simply_JennaO]

Jenna Ortega

[Tesla Optimus @Tesla_Optimus]

Hand jobs available, come join

https://t.co/XlOfYJpvBt

[Sara Eisen @SaraEisen]

So the top 1% of companies spending on ai are spending $7500 per employee, but the median enterprise spender is only spending $11 per employee - Apollo

[Shay Boloor @StockSavvyShay]

Jim Simons first disclosed $NVDA in Q1 2011 (now +46,000%) and $MU in Q3 2013 (now +6,000%).

The quant firm he built (Renaissance Technologies) now holds a ~$1B stake in $PLTR which is trying to own the execution layer of real-world AI as agentic AI scales.

[Grant Cardone @GrantCardone]

All I really want…. knowing how people are the comments will probably encourage me to get it sooner.

[Cyrus Yari @CyrusYari]

Charlie Munger's secret to a long & happy life:

"simple... you don't have a lot of envy, don't have resentment, don't overspend your income, stay cheerful in spite of your troubles..."

[Vlad Bastion @VladBastion]

Top 10 US megacaps by projected long-term revenue growth (next 5y CAGR):

🚀 SpaceX +60% $SPCX
🔮 Palantir +47% $PLTR
🖥️ AMD +37% $AMD
📡 Broadcom +37% $AVGO
⚡ Marvell +32% $MRVL
🖥️ Nvidia +32% $NVDA
🗄️ Oracle +31% $ORCL
💾 Western Digital +30% $WDC
📱 AppLovin +27% $APP
💿 SanDisk +27% $SNDK

[Wealthmatica @wealthmatica]

Bill Ackman once said:

"The hardest part of long-term investing is assessing the risk of disruption."

So I asked myself:

Which companies are most likely to still dominate 10+ years from now and are still solid buys?

1. $MSFT: Microsoft - 9/10 MOAT

[Elon Musk @elonmusk]

Time to get that volcano lair I’ve always wanted.

I think it’s in the “Beyond” section of BB&B.

[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?