Sureynix

Sureynix

[Sureynix @Sureynix]

@Barchart @Kalshi Fixed, thank you!

[Sureynix @Sureynix]

@Biotech_SD Disagree, you pulled out at the right time IMO. I’m expecting a down day tomorrow so I think you did good. Nobody ever lost money by taking profits.

[Sureynix @Sureynix]

@koryuflow The investments which, of course, really are junk bonds. So they really can insure junk bonds, without the options seller necessarily pricing that in to the cost of the options themselves. They’ve played the game unbelievably well, I’ll give that to them.

[Sureynix @Sureynix]

@koryuflow What about Magnetar? Same deal - sell to retail investors as much as they can at inflated prices more than what they paid. For both of them, the shares they can’t sell can be protected via put options. So essentially, they can insure their own investments.

[Sureynix @Sureynix]

@koryuflow And this is why Nvidia is more than willing to invest, especially early on. They’ve already secured all the revenue and profit from hyper scalers, with borrowed money from junk bonds. What about losses on their shares? Simple fix - get exit liquidity from retail.

[Sureynix @Sureynix]

@koryuflow Since Nvidia owns many CoreWeave shares, what’s the worst thing that could happen to them?

The shares become worthless. Bondholders can’t come after Nvidia for what they’re owed. They can only come after CoreWeave’s assets. If/when the AI bubble pops, they’ll be worthless.

[Sureynix @Sureynix]

@koryuflow Why would I want to do this?

The answer is simple. If I borrow money to produce product I can’t sell and rent it out, I assume all the risk. I’m required to pay back the debt by taking the loss. But with CoreWeave, I don’t need to do this.

[Sureynix @Sureynix]

@koryuflow Essentially, Nvidia is invested in a customer that is borrowing ludicrous amounts of money to buy their products in the hope of renting them out to others. Imagine if I created a company that buys a million of my own product, and I say, “look, I’m selling so much, invest in me!”

[Sureynix @Sureynix]

@koryuflow There is a reason insiders are all selling. I believe they are very well aware they need exit liquidity and are cashing out before it’s too late as it’s a fraud. They are hugely overpaying for these hyper scalers to inflate Nvidia’s stock price and sales figures.

[Sureynix @Sureynix]

@koryuflow Buying depreciating assets with depreciating assets as collateral using junk bonds, in the middle of an AI bubble that produces enormous negative returns for the vast majority of AI projects, by a firm that comprises 65% of Magnetar’s portfolio, is definitely fraudulent.

[Sureynix @Sureynix]

@bitcoinmining87 Additionally I believe Magnetar and insiders know the company is a fraud and want to dump on retail. It’s 65% of their portfolio. Not the first time, see Magnetar’s CDOs in 2008. Rate cuts won’t lower real interest rates in an inflationary environment.

[Sureynix @Sureynix]

@bitcoinmining87 They are borrowing at 9% interest to buy depreciating assets with depreciating assets as collateral. AI bubble beginning to pop already as the benefits it provides are hugely overhyped.

[Sureynix @Sureynix]

@bitcoinmining87 75 strike expiring two weeks from today. I might need to add more time.

[Sureynix @Sureynix]

@JoTrader4 It’s still too high, should go down another 50% minimum.

[Sureynix @Sureynix]

@EK192_ @cperruna You’re 100% right, they’ve been a fraud right from the beginning. This stock should go to zero. The insiders are very well aware of the fact their business model is fraudulent due to depreciation and hence they are dumping their shares on the public.

[Sureynix @Sureynix]

@cperruna I believe this stock should go to zero. I am long put as this company is a scam and IMO Magnetar is looking for exit liquidity for a highly unprofitable venture.

[Sureynix @Sureynix]

@bitcoinmining87 I am long put.

[Sureynix @Sureynix]

@RabbiyeU36533 @rdd147 @DylanFoster212 People heavily exaggerate how much mortgage rates affect monthly payments; they’re too dumb to see how much they’re overpaying for the principal and it’s catching up to them. Even with high rates if home prices were 25% or 50% lower it’d be much better.

[Sureynix @Sureynix]

@Scot1andT This should go down much more, eventually to zero. Completely fraudulent company.