Alien Operator

We all feel our primal side — strength is in how we govern it. |Economy|Politics|Tech|

[Alien Operator @alien0perat0r]

The bond market will reveal everything that the news and the wealthy are attempting to conceal from you.

[Steve Rattner @SteveRattner]

Inflation from the Iran War is significantly higher for working and middle class Americans than for top earners.

[Charlie Bilello @charliebilello]

President Trump's 37% job approval rating is the lowest of any president before a midterm election (note: polling data goes back to 1990).

[The Tennessee Holler @TheTNHoller]

Censorship is alive and well in the American tech oligarchy. 🇺🇸

https://t.co/5JTRm80vnR

[Barchart @Barchart]

BREAKING 🚨: Japan

Japan's 2-Year Yield jumps to highest level in more than 31 years 📈 📈

[CALL TO ACTIVISM @CalltoActivism]

The reflecting pool is currently sitting abandoned with no water after Trump stole $15 million from taxpayers. Just in case you need a reason to vote.

[Megatron @Megatron_ron]

BREAKING: 🇨🇳🇺🇸 China Just Crossed 1,000 Gigawatts of Solar Power - The largest amount any country has ever installed

Equal to the entire electricity capacity of the United States

[Charlie Bilello @charliebilello]

Americans are now paying $4.48/gallon on average for gasoline. That's the highest level ever for this point in September and 42% above the price from a year ago.

"When you add the United States and Venezuela together we have more than 60% of the oil in the world. To the victor belong the spoils." - President Trump

[Christopher David @Tazerface16]

The United States is at war with Iran.

China sells weapons to Iran.

Trump offers to sell weapons to China.

MAGA.

[Dr. Margot Paez @jyn_urso]

Every technology can be used to enslave us or free us. The internet is the prime example. AI can enslave us or free us. Taking a position that is anti-AI will only lead to enslavement because you have removed yourself from the discussion that will shape AI. Embrace it and fight for free and open source.

[JustDario @DarioCpx]

The house is burning

[Sarrah Bellus @sarrah_bellus]

James Talarico to Fox News on redistricting: “If Republican policies are so popular, why do they need to redraw these maps; why not run on their policies?” WATCH

[Ron Filipkowski @RonFilipkowski]

Who could’ve foreseen that after the Supreme Court gave Trump immunity from prosecution for committing crimes while in office he would commit lots of crimes while in office?

[Juice TD Tracker (1) @TheJuiceTDGuy]

Why is there a Donald Trump ad during an NFL game when he's not running for office and why is the US government paying for a political ad

[Polymarket @Polymarket]

JUST IN: Man outraged after Meta’s Muse AI agent allegedly gave a Facebook Marketplace buyer his home address, accepted a lowball offer, & arranged a pickup without telling him.

[QE Infinity @StealthQE4]

Trump is so out of touch with what’s going on in the real world.

Just completely tone deaf.

[Kalshi @Kalshi]

BREAKING: First-time buyers make up just 21% of US home purchases, the lowest since 1981

[The Green Dragon Tavern @greendragonhq]

“Drain the swamp” they say…

Total Congressional stock trades over last ten years:

🔵 Democrats: 15,045
🔴 Republicans: 44,905

Just Trump in the last 12 months: 24,000

Every other President for the last 40 years:

0

[shownotover @shownotover]

🚨 claude users!!

YOU GUYS ARE LUCKY!!!

I got this $20 Pro plan

then set Opus 5.5 at Medium effort

Then asked:

"This is my product, create a 30 sec video... give me your best!"

I was expecting to hit limits in 30 mins...

NO!!!

This is what it used:

- 31.8 Million tokens
- 54 mins of work!!!
- 59% of 5h limit consumed!!! (8% weekly)

MEANING!!

You'll get around 1.5 Billion tokens for Opus 5.5

AND that's roughly $1,000+ worth of API usage!! (per month!)

Look at the output!!!

I LOVE IT!!!

I ain't going back to codex... nothing can convince me now!!!

[Alien Operator @alien0perat0r]

@Sevenhappy007 @FearedBuck Na it was Tom Brady.....😁

[Hedgie @HedgieMarkets]

🦔Oracle's 5-year credit default swap spread just hit a record 230 basis points, more than four times the broader investment-grade index at 55 bps. The spread has quadrupled in the past year and now exceeds financial crisis levels from 2008. For comparison, Turkey's sovereign CDS sits at 245 bps. Oracle is one notch above junk and the credit market is pricing it as a bigger risk than it was during the worst financial crisis in modern history.

My Take
Oracle's CDS is priced worse than 2008 and Ellison is still signing hundred-billion-dollar AI deals. I think he's operating on the assumption that Oracle is too big and too embedded in government IT systems to be allowed to fail. That may end up being true, but it's a bet that someone else covers the downside rather than a financial strategy.

S&P cut Oracle to BBB- in July and said they "underestimated the scale of the investments required." One more notch and Oracle is junk-rated. Every institutional fund with an investment-grade mandate would have to sell, and that's a forced liquidation Oracle isn't prepared for.
Half the backlog is OpenAI, which by its own pre-IPO numbers burns $278 billion more than it takes in through 2030. I don't think Ellison has a plan for what happens if S&P downgrades him and OpenAI can't pay on schedule at the same time. And I think both of those are more likely than the stock price assumes.

Hedgie🤗