Alberti

founder @almaintel, @tokenratsx. tech, games.
(ex @bardeuslol)

[Alberti @hsalberti]

saudades aterrorizar a soloq com esse aqui

[Alberti @hsalberti]

existem amores que você esquece e partidas lobby full challenger que voce lembra pro resto da vida

[Moira Donegan @MoiraDonegan]

There are lovers you forget and sandwiches that haunt you for the rest of your life.

[seosamh 🇵🇸 @dayglowj0e]

i love how whenever there’s some news about new york now it’s always posted with a pic of this megawatt cutiepie smile

[Alberti @hsalberti]

time insano

[Royal - Wild Rift @royalwinsmid]

I made a League of Legends esports browser game.

Draft your team from iconic league rosters.

Win Worlds and Complete the Golden Road 🏆

https://t.co/zh77qhk1Io

#lolesports #msi #worlds #goldenroadlol #lck #lcs #lec #lpl

[Hunter Biden 2028 @HunterFor2028]

hunter biden x lana del rey

[Vulgar Darling @lanaatyosemite]

When people say “men written by Lana Del Rey” and it’s some twink in a suit…baby this is the aesthetic…this is Off To The Races

[Hunter Biden 2028 @HunterFor2028]

@ModRightPatriot

[Hunter Biden @HunterBiden]

You caught them. Mom and Dad were going to sell bibles and cell phones, golden sneakers, and NFTs, Chinese watches and cologne but wouldn’t you know someone beat them to the punch. They were left with only one choice write two books like every former First Lady and President has done in modern history.

[Gannon Breslin @gannonbreslin]

Not right now babe I'm busy reading every single tweet Hunter Biden presses send on

[Hunter Biden 2028 @HunterFor2028]

the elites fear this.

[Alberti @hsalberti]

disse tudo

[WELCOME TO BLACK TWlTTER  @blacktwiterthrd]

nobody coming to save you also implies
no one is coming to stop you

[Alberti @hsalberti]

I take the good with the bad

[Hunter Biden @HunterBiden]

Gratitude isn’t just for the good times. The real practice is finding it in your worst moments.

And I promise you, it’s there.

Gratitude can turn what you thought broke you into the very thing that made you whole.

[Alberti @hsalberti]

Conte comigo,… embaixada do Iran na Tunisia?

[I.R. Iran in Tunisia🎒(تونس) @IranembTun]

One front. One fight.

[Alberti @hsalberti]

Perguntaram ao presidente Biden quantos gêneros existiam. "Pelo menos três". A mulher então pediu para ele nomear os gêneros, ao que ele respondeu "Não fode, irmão"

[chairman biden @chairmanbiden74]

happy pride

[Alberti @hsalberti]

AI é como um amigo cronicamente online nerd autista que sabe absolutamente tudo o tempo todo. Se eu pedir pra esse amigo fazer arte vai ser uma merda, claro.

[Alberti @hsalberti]

imagem tao foda que quase curti um tweet de ódio

[♠️Audsauce♠️ @Audjuice9989]

@HunterBiden Sureee buddy

[Alberti @hsalberti]

Hoje eu completo 30 dias sobrio (sem league of legends). Obrigado pela mensagem, Hunter

[Hunter Biden @HunterBiden]

7 years sober today.

Thank you to everyone who has walked this road with me.

[Alberti @hsalberti]

Cinema se isso acontecer

[Contrainer 🇺🇦🇵🇸 @Contrainer]

July 4th 1826 (50th birthday of US): Thomas Jefferson and John Adams both die

July 4th 2026 (250th birthday of US): Donald Trump and Joe Biden both die

[Alberti @hsalberti]

“@grok is this true” = chud permanent underclass outsourcing understanding
“@claudeai , investigate these claims” = aristrocrat, curiosity driven individual

[0xSammy @0xSammy]

I worked as a Big 4 auditor for a decade, here’s my take on the Burry “Fugazi” thread

The transaction is real and the figures check out. Apollo led a $3.5bn capital solution for Valor Compute Infrastructure to fund a $5.4bn purchase of GB200 GPUs leased to xAI on a triple-net structure. Nvidia went in as an anchor LP. All publicly disclosed

But the accounting isn’t prima facie erroneous, and the thread oversells two things

On Nvidia’s revenue. Selling to an SPV is fine. The question under ASC 606 (US revenue standard) is whether control actually transferred. If VCI bears the risks and rewards, Nvidia books the sale legitimately

The REAL issue is the $1.9bn Nvidia ploughs back into VCI as an LP. That’s the round-trip. Net, Nvidia took in roughly $3.5bn of outside cash but booked $5.4bn of revenue

If part of your “sale” is funded by capital you re-injected, that portion isn’t a sale. The honest treatment is either net the $1.9bn off the transaction price, or run a “variable interest entity” (VIE) analysis and consolidate VCI. Recognising gross revenue on round-tripped capital is the potential weak apot

On “legally invisible.” This is rhetoric. The chips sit on VCI’s balance sheet, xAI carries an ROU asset and lease liability under ASC 842 (US leasing accounting standard). Nothing vanishes. It’s held by an entity nobody consolidates, and whether that non-consolidation is correct is the VIE question above

On Level 3 (fair value measurement tier). “No outside party can verify what they’re worth” is wrong. Level 3 means no observable inputs for that specific asset, NOT unverifiable

We typically ALWAYS brought in valuation specialists particularly for high risk material txs, you use observable comps and secondary GPU prices as model inputs, and auditors treat it as a critical audit matter. It gets more scrutiny, not less

The legitimate concern is smaller than this post lets on. Level 3 marks are management estimates exposed to optimistic bias, 34.7% concentration is high for retail annuity backing, and that sits on top of 16.6x leverage and a Bermuda captive outside US statutory oversight. Stack GPU residual-value risk on a multi-year lease and that’s the main concern

Burry’s substance is defensible. The “retirees unknowingly carry invisible risk” packaging is sensationalised. Policyholders hold fixed contractual claims, their exposure is to Athene’s solvency, not directly to GPU residuals

TLDR: auditors need to test whether the sale is overstated by the $1.9bn round-trip, and apply extra scrutiny to the unobservable Level 3 inputs

I’d hate to be the Audit partner signing these transactions off particularly given the public interest and frequency of similar transactions

Arthur Anderson Déjà vu?

[Alberti @hsalberti]

Joao gomes pegada de vaqueiro mentaloityyy