J Yez

Boosting up Stonks, Crypto, and NFTs

[J Yez @CryptoYeezzy]

@Justin7oh3 @FortniteStatus @Fortnite Why?

[Fiscal.ai @fiscal_ai]

"AI is going to kill software"

Meanwhile, at Anthropic...

$CRM

[Bags @0xbags]

I can remain retarded longer than the market can remain bearish

[🍓🍓🍓 @iruletheworldmo]

i never want to read any other way again.

[Shay Boloor @StockSavvyShay]

$SOFI announced the launch of SoFiUSD which is a fully reserved U.S. dollar stablecoin issued by SoFi Bank.

The product positions SoFi as a stablecoin infrastructure provider for banks, fintechs & enterprise platforms.

[Alex @TickerSymbolYOU]

THE AI CHIP WAR IS ON.

Here's what $GOOGL's TPU and $AMZN's Trainium3 chip mean for $NVDA

Don't say I didn't warn you:

[Ethereum @ethereum]

The Fusaka upgrade is today.

Ethereum is securely scaling.

[Shay Boloor @StockSavvyShay]

Michael Burry somewhere right now.

$NVDA

[Shanaka Anslem Perera ⚡ @shanaka86]

SILICON VALLEY’S $170 BILLION LIE: THE ACCOUNTING FRAUD HIDING IN PLAIN SIGHT

They are calling it innovation. The SEC filings call it something else.

META, Microsoft, Google, Amazon, Oracle: five titans quietly extended server depreciation from 3 years to 6 years between 2022-2024. Audited. Legal. Disclosed in footnotes nobody reads.

Here’s what that means in English: $400 billion spent annually on Nvidia GPUs that become obsolete every 12 months, depreciated as if they’ll generate cash for six years. The math is simple. The implications are catastrophic.

By 2028, this accounting maneuver will have inflated reported earnings by $170 billion. Not revenue. Pure phantom profit. META alone books $2.9 billion in “savings” by pretending AI servers last 5.5 years.

Oracle’s earnings are overstated 26.9% by fiscal 2028. Every analyst model, every price target, every retirement fund allocation built on earnings that exist only on spreadsheets.

Nvidia ships new architecture every 18 months. Blackwell today. Rubin in 2026. Each generation makes the last economically worthless for frontier AI. Yet balance sheets treat them like they appreciate with age.

The energy math exposes the con: AI demands 200 terawatt-hours of new power by 2027. Grid capacity that doesn’t exist.

Utilization rates already falling below depreciation assumptions. Equipment sitting idle is still being depreciated over six years.

When Amazon reversed course in late 2024 and shortened lives, markets shrugged. That was the warning shot.

This isn’t prediction. This is reading.

META 2024 10-K, page 67. Oracle fiscal 2024 filing, Note 1. Microsoft 2022 adjustment, publicly disclosed. All there. All legal. All designed to smooth earnings through the largest capital deployment in corporate history.

The sector deploys $1.5 trillion through 2028. The depreciation comes due in 36 months. Every comparable historical bubble ended the same way: not with handcuffs, but with footnotes that turned billions into smoke.

The music stopped. Nobody noticed yet.​​​​​​​​​​​​​​​​

Full Article can be read here - https://t.co/EElp4wTXHL

[Fiscal.ai @fiscal_ai]

"There's no opportunities in large caps"

$META $NFLX $AMZN $GOOGL

[Thomas Kralow @TKralow]

🚨 @RayDalio just dropped one of the most important macro warnings of this cycle. He always goes deep in his analysis and that’s why I respect him immensely for his work. Here is a short summary & what it means for #Bitcoin:

THE OBVIOUS:

The Fed is about to end QT and start QE again.

But this time, it’s not “QE to save the economy”!

It’s QE into a bubble — and that changes everything.

When the Fed usually launches QE, it’s during crisis: Markets are falling, credit markets are frozen, liquidity is gone.

QE then acts as rescue money — printing liquidity to rebuild confidence.

But this time is different.

The economy is still strong, stocks are at highs, credit spreads are tight, unemployment is low, inflation is above target, and AI stocks are in full mania.
So what happens when the Fed starts printing money into that environment?

It’s no longer “stimulus into a depression.” It’s stimulus into a mania. Liquidity will flood already overheated markets.

That means: stocks melt up, gold rips, and #crypto… goes vertical ;)

Because crypto is pure global liquidity beta — it reacts first and fastest.

Expect the usual sequence: BTC → ETH → high caps → memes → chaos.

Short-term (next 6–12 months):
1 - Massive liquidity wave
2 - Inflation hedge narrative returns
3 - “Money printer go brrr” becomes real again
4 - Speculative euphoria across AI, tech, and crypto

NOT SO OBVIOUS:

But long-term (late 2026–2027?):
🔴 Inflation reignites
🔴 Fed forced to tighten again
🔴 Bubble pops violently

That’s exactly what Dalio means when he says “QE into a bubble.”

It’s the final, euphoric stage of the Big Debt Cycle — the part that feels like prosperity but ends in reset.

So yes — it’s extremely bullish for crypto and bitcoin in the short term.

Probably the most bullish setup since 2020.

But it’s not “forever money.” It’s the last big wave before the tide turns. So make sure you make all the money you can before things go south!!!

[Joseph Carlson @joecarlsonshow]

Never forget. Netflix sold down -75% because of this.

[Bourbon Capital @BourbonCap]

This is by far one of the best interviews from Bruce Flatt, Brookfield’s CEO.

During the interview, the reporter asked him if we are in a bubble and he immediately broke character, saying we are not. He explained that the majority of these companies have better credit ratings than most countries, plenty of cash, and are making long-term investments. It’s not a job for everyone, and it’s not easy to do.

Bruce also said we’re going to need all the power we can get, and energy consumption is expected to double over the next 15 years

Bruce rarely shows emotion, but this time he decided to break character

[Couch Investor🛋️ @Couch_Investor]

$HIMS x $NVO relationship

[Antonio Linares @alc2022]

$HIMS bulls right now

[StockTrader_Max @StockTrader_Max]

$BMNR currently trades at a market cap of $12.5 billion

$BMNR currently holds +$14.2 billion in assets on their balance sheet.

You do the math...

[Evan @StockMKTNewz]

Check out this video $ASML made explaining a little how their products work 🤯

[Ondo Finance @OndoFinance]

Today, Ondo Global Markets expands to @BNBCHAIN, bringing U.S. markets to millions worldwide.

100+ tokenized stocks & ETFs are now live on one of the world’s most active blockchain ecosystems, supported by @PancakeSwap.

Wall Street, now on BNB Chain. Powered by Ondo.

[The Kobeissi Letter @KobeissiLetter]

This is BEYOND insane:

AI compute demand is now growing at over 2 TIMES the rate of Moore’s Law, creating a massive shortage.

Just to meet current demand, $500 billion must be invested in data centers PER YEAR until 2030.

What does this mean? Let us explain.

(a thread)