da

oh yes

[Alex 👽 @AlexesNakamoto]

JOHNNY ₿ WICK 🐻

[da @_dormesax]

@Kalshi Then lost it

[da @_dormesax]

@ChartingBit Ci sta ahahaha

[da @_dormesax]

@phongle @grok che significa

[Nostra, House of Gold @Nostre_damus]

I’m dreaming of a red Monday

[*Walter Bloomberg @DeItaone]

EL-ERIAN WARNS MARKETS ON WILLIAMS’ DOVISH REMARKS

Economist Mohamed El-Erian cautioned markets not to overreact to NY Fed President John Williams’ comments suggesting a near-term rate cut. He noted that Fed Chair Powell still faces a tough fight to unify the FOMC ahead of December 11.

Williams’ remarks pushed the odds of a 25-basis-point December cut to 70%, up from 37%, but El-Erian said missing October CPI data and policymakers’ divisions make a decisive move uncertain. Boston Fed’s Susan Collins signaled skepticism, saying policy is “in the right place.”

Meanwhile, Wall Street edged higher, with tech shares stabilizing after Thursday’s selloff.

[da @_dormesax]

@ChartMind ma che è successooooo, flash

[Financelot @FinanceLancelot]

$NVDA accounts receivable jumping 50% in 2 quarters is a sign of channel stuffing.

Nortel & CISCO did this in 2000 with their circular financing scam. It inflates sales figures by forcing more product into the distribution channel than it's capable of selling. AR = haven't paid

[*Walter Bloomberg @DeItaone]

*HASSETT: SHUTDOWN WILL BE NEGATIVE FOR 4Q

[Shanaka Anslem Perera ⚡ @shanaka86]

BREAKING: The $610 Billion AI Ponzi Scheme Just Collapsed

Last night at 4pm EST, something unprecedented happened. Nvidia stock rallied 5% on earnings, then crashed into negative territory within 18 hours. Wall Street algorithms detected what humans couldn’t: the numbers don’t add up.

Here’s what they found.

Nvidia reported $33.4 billion in unpaid bills, up 89% in one year. Customers who bought chips haven’t paid for them yet. The average wait time for payment stretched from 46 days to 53 days. That extra week represents $10.4 billion that may never arrive.

Meanwhile, Nvidia stockpiled $19.8 billion in unsold chips, up 32% in three months. But management claims demand is insane and supply is constrained. Both cannot be true. Either customers aren’t buying or they’re buying without cash.

The cash flow tells the real story. Nvidia generated $14.5 billion in actual cash but reported $19.3 billion in profit. The gap is $4.8 billion. Healthy chip companies like TSMC and AMD convert over 95% of profits to cash. Nvidia converts 75%. That’s distress level.

Here’s where it gets criminal.

Nvidia gave $2 billion to xAI. xAI borrowed $12.5 billion to buy Nvidia chips. Microsoft gave OpenAI $13 billion. OpenAI committed $50 billion to buy Microsoft cloud. Microsoft ordered $100 billion in Nvidia chips for that cloud. Oracle gave OpenAI $300 billion in cloud credits. OpenAI ordered Nvidia chips for Oracle data centers.

The same dollars circle through different companies and get counted as revenue multiple times. Nvidia books sales, but nobody actually pays. The bills age. The inventory piles up. The cash never comes.

AI company CEOs admitted it themselves last week. Airbnb’s CEO called it vibe revenue. OpenAI burns $9.3 billion per year but makes $3.7 billion. That’s a $5.6 billion annual loss. The $157 billion valuation requires $3.1 trillion in future profits that MIT research shows 95% of AI projects will never generate.

Peter Thiel sold $100 million in Nvidia on November 9. SoftBank dumped $5.8 billion on November 11. Michael Burry bought put options betting Nvidia crashes to $140 by March 2026.

Bitcoin, which tracks AI speculation, dropped from $126,000 in October to $89,567 today. That’s a 29% crash. AI startups hold $26.8 billion in Bitcoin as collateral for loans. When Nvidia falls another 40%, those loans default, forcing $23 billion in Bitcoin sales, crashing crypto to $52,000.

The timeline is now certain. February 2026, Nvidia reports fourth quarter and reveals how many bills aged past 60 days. March 2026, credit agencies downgrade. April 2026, the first restatement. The fraud that took 18 months to build unwinds in 90 days.

Fair value for Nvidia: $71 per share. Current price: $186. The math is simple.

This is the fastest moving financial fraud in history because algorithms detected it in real time. Human investors are 90 days behind.​​​​​​​​​​​​​​​​

Read the full data driven deep dive article here - https://t.co/sDEf5Mdrtc

[zerohedge @zerohedge]

Remember, Powell said he is looking at Unemp rate now more than actual payrolls, now that job supply is in flux "low hire, low fire" due to immigration.

[*Walter Bloomberg @DeItaone]

TOP TRUMP ECONOMIC ADVISER: SHUTDOWN COST 60,000 JOBS, $92 BILLION, 1.5% GDP HIT

Kevin Hassett, National Economic Council Director, says the shutdown caused about 60,000 non-federal job losses, cost the economy $15 billion per week (around $92 billion total), and may cut Q4 GDP by 1.5 points.

[The Great Martis @great_martis]

Admission that the banking system is experiencing a liquidity crunch.

[da @_dormesax]

That’s no sense, not good markets should react badly wtf

[zerohedge @zerohedge]

*LEAVITT: OCTOBER CPI AND JOBS DATA LIKELY NEVER TO BE RELEASED

Likely just get Sept later this week/early next and then jump straight to Nov report at start of Dec

[zerohedge @zerohedge]

*LEAVITT: OCTOBER CPI AND JOBS DATA LIKELY NEVER TO BE RELEASED

Likely just get Sept later this week/early next and then jump straight to Nov report at start of Dec

[Kalshi @Kalshi]

JUST IN: Powell says job creation is "close to zero" due to AI

[da @_dormesax]

@Barchart bull trap

[da @_dormesax]

@zerohedge If this is going to finish, all datas will come out and crash mkt’a

[Kim Dotcom @KimDotcom]

Alex Karp, CEO of Palantir, a Jew and killer of thousands of Palestinians with AI targeting is mad about shorting his stock. I say short Palantir. I think it's overvalued and killing people. Short @nvidia too for enabling a genocide. Gamestop 2.0 https://t.co/GQ9wbYOdxh