ChardPT

I’m NOT a financial advisor. Any information I shared is for general knowledge and should not be taken as financial advice.

[ChardPT @chardpt01]

@DeItaone Trump is degrading the health of free market in US equity market. In any free market, you need to have buyers and sellers. This will backfire when participants lose their trust.

[ChardPT @chardpt01]

$SOXS is just ridiculous. I understand it rebalances everyday and there’s decay but same as $SOXL too but $SOXL is at it’s one month bottom while $SOXS is still almost 11% away from it’s one month high!! They have same leverage.

[ChardPT @chardpt01]

@canarinho60043 I meant unwind of yen carry trade which will happen with this scenario.

[Eugene Ng @EugeneNg]

BofA and TrendForce DRAM and NAND ASP forecasts to rapidly decelerate QoQ from 2Q26 onwards.

[ChardPT @chardpt01]

@KJJTax Claiming to be an expert in Canada Tax but doesn’t understand basic TFSA rule that it’s not taxed. Unfollowed and blocked.

[ChardPT @chardpt01]

@zectrillionaire @solo_levelingx I like this idea. Hopefully before I die.

[ChardPT @chardpt01]

@TNTransparency It’s not illegal to film in public! Why are there so many people so ignorant about this? Did that retired cop get arrested?

[Nic @puckrin]

The Private Credit meltdown gets worse.

$15.6bn in withdrawal requests & only $5.9bn returned.

Managers are now rationing exits to preserve capital.

When the music stops in private credit, not everyone gets a chair.

[ChardPT @chardpt01]

@zerohedge Goodbye free market

[ChardPT @chardpt01]

@jawwwn_ @zerohedge @BernieSanders @CNBC @SaraEisen This is so bad. It’s not a free market anymore. People will stop trading and investing anymore.

[ChardPT @chardpt01]

@ExxAlerts I would definitely do the same. Fuck that dog!

[JTheretohelp1 @JTheretohelp1]

Heavy Truck sales tend to give a good signal when it comes to the health of the underlying economy. This graph shows heavy truck sales since 1967 using data from the BEA. Usually, heavy truck sales decline sharply prior to a recession, and sales have collapsed recently.

[Hedgie @HedgieMarkets]

🦔The Bank for International Settlements warned Sunday that debt-fueled AI spending risks a global financial crisis. The BIS, the central bank for central banks, compared the boom to the dotcom bubble, the British railway mania of the 1840s, and the Roaring Twenties. Private credit funds that piled into AI data centers are already under stress, and some have blocked investor withdrawals. SpaceX shares have dropped 25% from their IPO peak. Google capped Meta's access to Gemini because it couldn't meet demand.

My Take
I've spent months on this account and walked through the numbers one company at a time. Chip makers lend money to AI labs so those labs can buy the chips. Private credit funds capped withdrawals while they deployed billions into data centers. Trillion-dollar IPOs priced themselves on revenue that doesn't exist. The BIS just said all of it in one report and compared it to three separate financial crashes.

Private credit stress is where this hits retirement accounts. These aren't public markets where you can see the losses in real time. These are opaque funds that borrowed to invest in AI infrastructure and now block withdrawals when investors try to leave. Blackstone capped withdrawals months ago. The BIS used the word "peril." When the institution that coordinates the world's central banks says the AI boom resembles the setup for a financial crisis, that's not a hedge fund manager with a short position. That's the people who have to clean it up, and they just told you they see it.

Hedgie🤗

[ChardPT @chardpt01]

@ABC It’s ridiculous

[Fitness Dad @FitnessDadx]

Your firstborn daughter looks like her Dad- here's why

[Henrikh @henrikhinai]

Bridgewater’s Ray Dalio says the US economy has "plaque in its arteries"- and the AI bubble is about to be "pricked" by a $2 trillion reality check

"Wealth is what you think you have... money is what you can actually spend. The crisis starts when everyone tries to swap one for the other"

The man who manages the world's largest hedge fund warns that we have officially passed the "point of no return" While the world is mesmerized by AI, the plumbing of the global financial system is failing

Here is why Dalio believes a "perfect storm" is hitting the markets:

> The $2 Trillion Hole:
- The US is spending $7 trillion but only earning $5 trillion. Debt service is now "squeezing out" spending like plaque in a circulatory system - and a crisis is now inevitable

> The "Pricking" of AI:
- Every miracle technology produces a bubble. Investors are confusing "buying technology" with "buying expensive stocks" - and the gap between wealth and actual spendable money is reaching a breaking point

> Taiwan’s One-Week Trigger:
- It is entirely within China’s power to blockade Taiwan. If they stop the flow of chips for just one week, every AI stock and the entire global market will crash instantly

> Wealth vs. Money:
- You can’t spend "valuation." Bubbles burst the moment billionaires are forced to sell their wealth to pay taxes or service debt - converting "fake" wealth into "real" money is what pricks the bubble

Bookmark & Watch today

[ChardPT @chardpt01]

@canarinho60043 Great analysis. 👍

[Coin Bureau @coinbureau]

🇨🇳 CHINA DEBUTS ITS BIGGEST AI MODEL WITHOUT NVIDIA CHIPS

China’s food-delivery giant Meituan just released LongCat 2.0, a 1.6 TRILLION-parameter AI model and reportedly the biggest model trained on local Chinese chips.

The model used 50,000 domestic chips after US export restrictions limited China’s access to NVIDIA’s AI hardware, SCMP reports.

Benchmark data shows LongCat 2.0 is already competitive with GPT-5.5, Gemini 3.1 Pro and Claude Opus models.