Lechugowski

Lucid dreamer | former banker | Trade Credit Insurance broker | chronically curious. ´VERITAS NUMQUAM PERIT´👽

[Marcel Carrillo @marcelcarrillog]

El que no entienda la razón de la carta de AMLO la tiene muy sencilla, y hay una pista en la foto que utilizó @latimes para el artículo en el que ventilaban la investigación de dos gobernadores de Morena por parte de EE. UU.:

La foto que utiliza el medio no es una en la que salgan ambos gobernadores. Decidieron utilizar una donde sale Durazo al lado de López Obrador. ¿La razón?

Vámonos unas semanas atrás. ¿Recuerdan quién fue el primer medio en revelar las acusaciones contra Rubén Rocha? Adivinaron: fue el @latimes.

Entonces podemos intuir que este medio es el que utiliza la Casa Blanca para revelar la información que quiere que sepa el público.

Bajo esa lógica, es muy fácil descifrar cuál es el mensaje de EE. UU. Al investigar a Alfonso Durazo, lo que buscan no es procesar al gobernador; el verdadero objetivo es el capo mayor: López Obrador.

Al ser su secretario de Seguridad, cualquiera de sus delitos habría sido la ejecución de las instrucciones de la lacra de Obrador.

Es por eso que el gobierno estadounidense elige esa foto. El mensaje es claro: van por el anciano.

Y fue el primero en entender el mensaje. Por eso sale de su retiro. Por eso escribe la carta. Sabe cuáles son las intenciones del gobierno estadounidense. Sabe que quieren su cabeza.

Y peor aún, está cagado de miedo porque sabe que todos los delitos de los que lo van a acusar son verdaderos.

Se le acerca la hora al narcotraficante detrás de la silla.

[Jorge Garcés @JorgeGarcesMx]

La neta yo sí estoy gozando como la CNTE le está haciendo un desmadre a Claudia a días del mundial.

La CNTE siempre ha sido un sindicato parasitario, un cáncer para la educación de México disfrazada de lucha magisterial.

Peña Nieto a través de Aurelio Nuño, les quitó poder a estos miserables extorsionadores con la Reforma Educativa. La CNTE ya estaba controlada.

¿Quiénes salieron en su defensa?
López Obrador y su séquito de mongólicos que hoy forman Morena.

Y peor aún, AMLO los empoderó de nuevo a cambio de votos y luego eliminó la Reforma Educativa de Peña. Dándoles más poder político.

Hoy, a Claudia le explotó lo que Morena resucitó por una borrachera de poder. A Morena siempre le ha importado mas el poder político que el bien del país.

[POPLabMx @poplabmx]

La rentabilidad del miedo: ¿Cómo la inseguridad se volvió un negocio en México?

@KenniaV y @arnoldocuellaro conversan en la #VideoColumnaPOPLab sobre la investigación #ElNegocioDelMiedo 🔍 https://t.co/NUwWVvzgAk

[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.

[Pedro Rojas @SeniorManager]

@crpandemonium Artículos del New York Times sobre Henry Nowak: 0

Artículos del New York Times sobre George Floyd: 6397

La narrativa woke en todo su esplendor ha funcionado.

[Lechugowski @_alech_]

@chandon_broma @jimcramer Ty jimbo, lol

[Lechugowski @_alech_]

@SoyJorgeCampos1

[Whale Scan @WhaleScan]

🚨 stop scrolling.. do you understand what a frozen bank account actually does to a $4 billion resort project..

because most people are watching the protest footage and missing the math..

Albania Land Development — the Qatari-owned company that holds the coastal land Affinity Partners needs to build — had its bank accounts seized by SPAK on June 2, 2026..

no bank accounts means no transactions..

no transactions means no construction financing can move.. not $1 billion.. not $100 million.. not a single wire..

you don't freeze the land vehicle for an environmental complaint.. you freeze it when prosecutors believe the underlying property titles are fraudulent and you're afraid the money moves before you can stop it..

and here's the part nobody's connecting..

the 2024 land reclassifications that made this project legally possible are now the subject of a criminal investigation.. the titles are under fraud review.. the bank accounts are frozen.. and the probe opened and the freeze landed within 24 hours of each other..

that's not a slow regulatory process.. that's prosecutors running..

Kushner announced this deal in August 2024.. visited the site with Ivanka in early 2026.. called it a vision for the Albanian coast..

the Senate was already scrutinizing Affinity's foreign deals before any of this..

a frozen land company with allegedly fraudulent titles and a widening criminal probe is not a permitting delay..

it's the structural end of the project as currently built.

I'll keep you updated. Turn on notifications. 🚨

[Micah Erfan @micah_erfan]

Todd Blanche is illegally withholding 2.5 million Epstein Files from the American people.

He must be immediately impeached and investigated.

[Lechugowski @_alech_]

@michaeljburry

[Lechugowski @_alech_]

@anto_dlt Con antecedentes de escándalos por amaño de partidos, pienso que el Vasco regaló/negoció la eliminación vs EE.UU. Así como el Tata vs Argentina. Y en este mundial nos depara un nuevo escándalo similar. Siempre ha ido tras🤑. Espero de corazón estar equivocado.

[Lechugowski @_alech_]

@Dr_AVillarreal YAMA

[Sevinc🇹🇷 @45Nisan45]

🚨 SON DAKİKA
Arnavutların mesajı net:
Bu topraklar kimseye vaat edilmedi.
Ne dün, ne 3000 yıl önce, ne de bugün.

Trump’ın siyonist damadı Jared Kushner ve Ivanka Trump’ın, Arnavutluk’ta koruma altındaki topraklar üzerinde İsrail bağlantılı lüks bir turizm projesi için 1,4 milyar dolarlık dev yatırım planına karşı halk ayağa kalktı.

#Albania

[Daniel Mayakovski @DaniMayakovski]

"Soy de las Naciones Unidas y vine del Líbano hace 2 semanas, como nadie hizo nada en Gaza, Israel está haciendo lo mismo en Líbano, no han dejado ni un pueblo en pie. 3 compañeros mios fueron asesinados y a nuestro gobierno le importa una mierda".

Un trabajador de la ONU en Canadá, denuncia el genocidio de "Israel" en Líbano y Gaza mientras enfrenta a la policía canadiense que reprime a los manifestantes que protestan contra los sionistas en las calles.

[Abhishek B R @abhitwt]

Every company’s AI workflow rn be like 😭💀

[Lechugowski @_alech_]

@CFE_Contigo hola, no tenemos 💡 desde hace 20 minutos o más, en la zona de residencial san ángel, CP 38287.

[Lechugowski @_alech_]

@karivscoag Lo mismo que hicieron con ISIS, quienes han atacado todo Oriente Medio, excepto Israhell, por supuesto. Son los maestros del false flag.

[Lechugowski @_alech_]

Ya era hora $AMC

[The Butcher of Wall Street | Marcel Kalinovic @BossBlunts1]

@unusual_whales The AMC short squeeze is beginning a slow roll much like the TESLA and VW squeezes

[sarah @sahouraxo]

Israel just carried out another horrific massacre in South Lebanon.

Dropping massive bombs near Jabal Amel Hospital in Tyre — wiping out 3 apartment blocks full of civilians.

People are still buried under the rubble.

This is an American-backed, American-funded genocide.

[O’Shea Jackson Jr @OsheaJacksonJr]

I saw it. Now you have to see it. His name is Samuel. And he…is a king.