Röde Orm

Anglo-Swedish investment writer. Founder of @Breakingviews, ex @DowJones columnist, @LBS MIF alumnus. Old Bedalian. Surfer.

[Röde Orm @TheAngryAnalyst]

In the first gulf war, my dad was playing tennis in Kuwait City a week before the @USArmy and the @BritishArmy got there. Flew in on a hercules operated by a 'neutral', nation.

[RT @RT_com]

OVER DOZEN DEAD after PLANE CRASH in DR CONGO

AMONG 14 KILLED: Head of military court, and auditor general of armed forces

FIERY WRECKAGE and DEBRIS strewn ACROSS CRASH SITE

[Roger @rdd147]

Yea. So $ORCL is probably bankrupt.

[GB Politics @GBPolitcs]

🚨NEW: British billionaire Peter Hargreaves says he "completely disagrees" with Man Utd part-owner Sir Jim Ratcliffe's comments that the country is "on the slide", saying "the country isn't on a slide, it's slid. This country is never, ever coming back, it's finished"

[Roger @rdd147]

$ORCL now predicted to destroy the global pension system and stock markets through its current collapse that initiated from hiding operating cash flow problems via Enron style accounting of “Customer Pre-Payments with Significant Interest Component” and first Force Majeur announcement of a public company (outside COVID, miners, and drillers) since Enron

[Financelot @FinanceLancelot]

If Sam Altman is so concerned about OpenAI destroying the world, maybe we should let Sam Altman go bankrupt.

[Jason Sawyer @foilmanhacks]

Remember the guy who hacked his gym using AI, Andrew Bird?

Well, I did a little OSINT, and it turns out he is the Conference Co-Director of Effective Altruism Global since 2015.

Isn't it interesting that every major "AI" hack has been made by people directly connected to Effective Altruism?

[Peter Mallouk @PeterMallouk]

The ‘enrollment cliff’ is here.
America’s 18-24 population is projected to shrink by roughly 2.5 million over the next decade.
Expect many college closings and program downsizing. In some regions, the shakeout will be brutal.

[Raheem J. Kassam @RaheemKassam]

🚨 HOLD ON.

In an interview from April, Kemi Badenoch says she was "born in a country that was 50% Muslim."

But in her long-standing biography, and in other stories she's told, she's always claimed to have been born in Wimbledon.

How do you slip up like this?

I've never forgotten where I was born, have you?

Also, I thought she was "gaffe free?"

So, @KemiBadenoch, tell us the truth. Are you a walking gaffe, or actually an illegal migrant?

[Sarah White @sarahwhitetruth]

HOLD ON A MINUTE… WHO ACTUALLY OWNS THE BLOODY BOAT?

They want to pursue Danny Tommo over alleged criminal damage.

Fine.

So let’s start with the obvious question.

Who is going to come forward and say, “That’s my boat”?

Who bought it?

Who owns it?

Where’s the paperwork?

Who is claiming the damage?

And what exactly is the alleged loss?

Because surely you can’t have criminal damage without someone actually claiming that their property has been damaged.

So I’m asking the question:

WHO OWNS THE BOAT?

[zerohedge @zerohedge]

All Psyched Up For Article 5, But The Russians Aren't Coming, Damning Intel Report Concludes https://t.co/Us1mIzy3qY

[Tommy Robinson 🇬🇧 @TRobinsonNewEra]

King’s Counsel representing Danny Tommo Rips to part the prosecution of criminal damage , it seems that unless the crown can give the cost of the damage then the case should be thrown out . King’s Counsel telling court they have no choice but to drop this . This is fun to watch . Well done all who donated to this representation because the KC is ripping their case to bits . The crown cant prove that over £5000 worth of damage has been done which they can’t as the boats in France 🇫🇷

[Anttsinc @anttsinc]

🚨 THE OUTRAGE IS REAL: GM is officially killing the oil dipstick.

First, the auto industry tried to force us into monthly subscriptions just to use our own heated seats. Then they started voiding warranties if you dare to change your own brakes.

Now, General Motors is taking away the most basic tool under the hood.
For the 2027 Chevy Silverado and GMC Sierra V8s, GM is completely removing the physical engine oil dipstick.

Their corporate response? A total shrug. They claim they’re "simplifying the ownership experience" by replacing it with a digital sensor at the bottom of the oil pan.

Translation: If your truck is burning oil and you want to double-check the level yourself, you either have to cross your fingers that the computer isn't glitching, or you have to jack the truck up, crawl underneath it, or pay a dealership service center just to find out where your fluid levels are.

It’s an absolute middle finger to
American truck owners, DIY mechanics, and anyone who believes in the Right to Repair. The comments section on TikTok is already completely losing its mind, with thousands calling for an absolute boycott of GM products.

Corporate greed has officially crossed the line. They don't care what the public thinks—they just want total control over the vehicle you supposedly "own."

Are you standing with the boycott, or are you letting corporate algorithms control your engine? Drop your thoughts below. 👇🏼

[Roger @rdd147]

ANOTHER Force Majeur incoming.

Exelon refuses to build power to massive hyperscaler data center being built in Joliet for undisclosed hyperscaler, after the developer failed to come up with deposit for the $20 billion energy project.

Developer could only pay $1.

$ORCL $META $MSFT $GOOG $AMZN

https://t.co/I4zd4aGzAZ

[Armstrong Economics @StrongEconomics]

I will do an update after running the models on civil unrest. God help us. It is going to get ugly into 2028. This is going to be the confrontation that lead to deep division in the USA and the eventual collapse of the Republican form of government as we reach 2032. https://t.co/3Wfd1fNd9b

[Concerned Citizen @BGatesIsaPyscho]

“What piece of Misinformation has been seeded in the Minds of British people by Vladimir Putin?”

“I’ll ask you again - What piece of Misinformation was seeded in the Minds of British people by Vladimir Putin?”

“I’ll ask you again - What piece of Misinformation was seeded in the Minds of British people by Vladimir Putin?”

MUST WATCH & SHARE

He can’t answer because the whole premise is just another LIE

But soon you won’t be able to read this - and you’re only source of information will be the BBC & CNN

[Röde Orm @TheAngryAnalyst]

People need to go to jail.

[Hedgie @HedgieMarkets]

🦔Oracle sent a force majeure notice on Project Jupiter, its AI data center in New Mexico built for the $400 billion Stargate deal with OpenAI. The campus needs a 17-mile gas pipeline to power its Bloom Energy fuel cells. New Mexico denied the pipeline permits twice. Oracle wants the right to delay payments if the site misses its 2028 opening. $18 billion in project loans are at 89 to 91 cents on the dollar. ORCL fell 5%.

My Take
Force majeure is for earthquakes and wars. Oracle filed one over a gas permit they got denied twice. A company with $167 billion in debt and a junk-adjacent credit rating just told its development partner it might not pay on time. I think Oracle's balance sheet is worse than the market has priced in, and this notice is the first public admission.

Twenty banks lent $18 billion for this project and they can't move the debt. Santander and Jefferies are stuck with more than they planned to hold. That loan assumed Oracle's backlog converts to revenue on schedule, but half the backlog is OpenAI, a company that burns cash faster than it earns it. SemiAnalysis has first power at this site in 2029. The banks underwrote 2028. I think the AI infrastructure bet cracks here first, in the loan market, before it ever shows up in stock prices, and the banks who funded the construction are the ones left with the bill.

Hedgie🤗

[Financial Times @FT]

Oracle on the hook to pay data centre investors even if site has no electricity https://t.co/8fwD0V2L7l

[The Great Martis @great_martis]

US 1YR BOND

My intention is not to scare the kids, BUT if this measured move plays out, it will nuke the entire globe.

[Pirate Wires @PirateWires]

Former Anthropic researcher Jacob Coxon became a media superstar after going public with his AI fears. He insisted that he wasn’t working with any third party organizations. Familiar sources told us a different story: DEY., a PR firm representing many of the most prominent AI safetyists, was booking his interviews.

One source, who had direct knowledge, even said DEY. preemptively booked Nate Soares, a prominent AI safety figure, for interviews that directly overlapped with Jacob going public.

Jacob working with DEY. is notable for two reasons: first, as mentioned, he previously said he wasn’t working with third parties. Second, we are in the middle of a national conversation about the future of AI that is actively determining how we regulate the most powerful technology in the world, largely thanks to the panic stirred up by Jacob — and it’s in the public’s interest to know who, exactly, is behind it.

Scoop from @huntryerson 👇

[Unicus @UnicusResearch]

Morningstar will likely set to downgrade $ORCL to JUNK.

$OWL