The math is not mathing. The DC's will be built, but it it will be much longer than people think before they go live . And there is the problem, until they power up, there is no revenue coming in to pay all that debt/interest they are issuing. Just a matter of time.
Texas Governor Greg Abbott says they have so many proposed Data Centers that it would use over 500% of the maximum power the entire state produces
🚨 He says only 10% of all Data Centers operating in Texas respond to requests for their power and water usage details
Holy sh*t
Interesting. Off Shore Life Insurance company with shenanigans. Canary?
Billionaire Mark Walter’s firm is in talks with investors to raise money to help pay down loans on the books of its insurers that had drawn scrutiny from the Justice Department https://t.co/gJ31x1FYcD
2/ and ROI are yet to be determined. $CRWV increasing revenues while also seeing earnings increase. So far, not bottom line benefits. This AI build out will continue until the capital runs dry.
Remember 3 months ago when the MSM Financial propaganda had Warsh as a HAWK and thus bearish for Gold, Commodities and hard assets? Well, that story has run its course. Here comes the money printing as the demand for capital to build the AI world is insatiable. Profits
That $500 billion $NVDA Wall Street stunt involves Nvidia taking 25% stakes & providing residual value guarantees on purchase of its chips. All filtered through Private Equity’s Private Credit schemes. I have an idea how that will look. Meet the new Boss. Same as the old Boss
Around the 9 minute mark, Larry Fink lets the cat out of the bag - the next iteration of financial engineering. References MBS.
Brookfield's Bruce Flatt discusses NVIDIA strategic partnership on CNBC https://t.co/MV9AFgIdcg via @YouTube
The CPI release today can be any number. The FED is not raising rates before November. The Warsh FED will let the market raise rates. Hence the only possible outcome is with all this fresh bond supply (both refinancing and new issue) is a steeper yield curve.
💰In these few frames showing the bay of Cala di Volpe in northeastern Sardinia during these peak season days, the combined value of the superyachts and megayachts on display exceeds the GDP of entire nations.
📽️@thesardiniaguide
Leading lambs to the slaughter. These gentlemen are so magnanimous they want to share the wealth. Or not.
Brookfield's Bruce Flatt discusses NVIDIA strategic partnership on CNBC https://t.co/hqRO0YinDG via @YouTube
Newly-retired Liberal MP Shaun Chen, eating noodles with Chinese Communist Party Central Propaganda Department broadcasters in March of 2026.
He claimed he was unable to fulfill his travel requirements as a parliamentarian.