Top Tweets for #Roundtripping

Nvidia invests in OpenAI. OpenAI buys Nvidia GPUs. OpenAI invests in CoreWeave. CoreWeave leases Nvidia GPUs and sells compute back to OpenAI. Microsoft puts $13B in OpenAI and $5B in Anthropic. Both buy Azure. SoftBank borrows against Arm to fund $30B in OpenAI. Oracle takes on $105B in debt plus $248B in off-balance-sheet leases to build Stargate. 57% of its revenue pipeline traces back to OpenAI. This is not a market allocating capital to independent opportunities. This is a closed loop where the same dollars circulate through different corporate entities, each booking the circulation as revenue, investment gain, or strategic partnership value. The price being asked: $850 billion. 65x revenue. Zero profit. Ever. The reference class of unprofitable tech priced above 40x revenue at debut: Snowflake fell 68%. Rivian fell 90%. Uber fell 33%. Lyft fell 50%. Zero out of four outperformed at 12 months. Meanwhile: ChatGPT market share collapsed from 86.7% to 64.5% in twelve months. Enterprise share halved from 50% to 27%. Anthropic now leads at 40%. Every senior safety researcher resigned. The CEO owns zero equity. Michael Burry estimates $176B in GPU depreciation is being hidden sector-wide through six-year accounting on hardware that obsolesces in three. Oracle's CDS tripled. CoreWeave faces a 42% implied five-year default probability. The market's own credit instruments are screaming what the equity narrative refuses to hear. Probability this valuation proves justified: 10-15%. Full thesis in my new 8,000+ word deep dive piece: The $850 Billion Blind Spot. https://t.co/rcjDteAdlB

POWER KNOWS NO KINSHIP! RJD leader Rohini Acharya has alleged that she was subjected to humiliation, including abusive language and an attempt to assault her with a slipper. She said she refused to compromise on her self-respect or abandon the truth, claiming this was the reason she faced such behaviour. Acharya stated that she was forced to leave her maternal home, leaving behind her crying parents and sisters. She said she was “torn away” from her family and described herself as being left “orphaned” by the incident. She expressed that no family or daughter should ever have to go through what she experienced.

Lalu Yadav’s daughter Rohini Acharya- "I have no family. Tejashwi removed me from family because they don’t want to take responsibility for Party's present condition" She had supposedly given kidney to Lalu. But Lalu isn't bothered about her humiliation. She's also accused in 'Land for Job' Scam. So is she trying to distance herself because of legal trouble or is her humiliation 'Real Character' of Lalu Family?