jamescobblepot

[Miss V 🇨🇦 @vick89024]

Indian students are always looking for loopholes to stay in Canada. This is just another example.

They’re protesting denied PGWP applications after colleges allegedly promised eligibility for non-credit programs that don’t actually qualify-(there were government lists to adhere to,they did not check.)

Once again-they’re pushing to change the immigration rules to let them remain

[Diligent Denizen 🇺🇸 @DiligentDenizen]

The FEDslop shills are in for a very bad week as their narrative becomes unable to sustain itself under the weight of the truth. 👀👇🏻🇺🇸

https://t.co/76yqVHry4G

[Hedgie @HedgieMarkets]

🦔The cost of insuring Big Tech debt against default just hit record highs. Credit default swaps are insurance policies investors buy when they think a company might not pay back what it borrowed. When that insurance spikes, lenders are getting nervous. CDS prices for Oracle, Nvidia, Alphabet, Amazon, Meta, SpaceX, and Broadcom are all at or near records. Oracle is the worst off, now one notch above junk after S&P downgraded it in July.

My Take
Hyperscaler capex is up 84% from a year ago and now eats 98% of cash flow from operations. Almost every dollar these companies generate goes straight back into chips, data centers, and power. There's nearly nothing left for buybacks, dividends, or the cushion that used to justify their credit ratings. The Mag 7 lost $2.3 trillion in market cap in June alone, and another $800 billion in a single session on July 23 after Alphabet posted negative free cash flow and raised capex guidance to $205 billion. Microsoft is down over 20% this year. Apple, the one company that mostly sat out the AI spending race, is up 18%.

Half of Oracle's $638 billion in customer commitments come from OpenAI, which still burns cash. Oracle has $167 billion in debt, negative free cash flow of $23 billion, and it cut 21,000 jobs to help fund the buildout. S&P moved it to one notch above junk. If OpenAI stumbles, Oracle is stuck with empty data centers and the debt it borrowed to build them. Société Générale's advice to investors was to pay less attention to earnings and more to the credit default swap market. I agree with them.

Hedgie🤗

[Orwell Day @OrwellDay]

Full story: https://t.co/N9p7c75U1T

[IanMalcolm84 @IanMalcolm84]

Wait, so @DigitalGermania had his accounts on X, @rumblevideo, @facebook, & @instagram, all shut down within a 24 hour window?

@grok - What does this say about the ownership of these platforms? Is it reasonable to suggest they’re collaborating directly on censorship efforts?

[Hedgie @HedgieMarkets]

🦔Nvidia is stacking up more than $750 billion in AI deals at once, and Bloomberg says the way they're wired is spooking even people who own the stock. There's a $500 billion deal with SK Group in Korea. There's the OpenAI package, where Nvidia backstops up to $250 billion of OpenAI's debt and funds another $350 billion of its chip buys. They mostly run the same loop. Nvidia hands a company money, the company hands it back for chips. Jensen Huang says calling that circular is "ridiculous." I don't think it is.

My Take
Circular is a fancy word for a simple problem. Nvidia is paying part of the bill for the chips it sells, so some of its blockbuster revenue is just its own cash going out one door and coming back the other. That makes demand look bigger than it is. It also welds Nvidia to OpenAI, a customer that still loses money on everything it does. While OpenAI keeps growing, none of this matters. If it wobbles, Nvidia eats it twice, once on the debt it guaranteed and once on the chip orders that stop.

So I don't buy Huang's "ridiculous." A company that has to lend its customers the money to buy its own product is telling you those customers can't pay on their own yet. That's not the top falling out tomorrow, and Nvidia does sell to plenty of real buyers with real cash. But this is exactly the kind of thing that looks genius on the way up and obvious on the way down. I'd rather flag it now while the stock is still near records than explain it to you after a bad quarter.

Hedgie🤗

[IanMalcolm84 @IanMalcolm84]

“Views” no longer have meaning
“Likes” no longer have meaning
“Followers” no longer matter

Reach is decided by AI, run, at the highest levels by jews, which decide what is “relevant” based on if it’s of benefit to jewish supremacy

This app is now the dead internet theory

[Truth_teller 🇷🇺 @Truthtellerftm]

https://t.co/9fTVCpXfce

[Aesthetica @Anc_Aesthetics]

@Demosthenesxx Redditors don't matter, they don't leave their apartments. Truly the least important opinions on the planet, half of them will die and no one will notice.

[Last Coin Standing @LastCoinStandng]

@WomenReadWomen

[The Vigilant Fox 🦊 @VigilantFox]

First, they scammed you on skin cancer when the sun is good for you.

Now, they're scamming you again on cholesterol to sell you a lifetime medication.

This entire narrative of cholesterol being the villain in heart disease was built on a lie.

What doctors fail to tell you is that the sugar industry bribed scientists to shift the blame of heart disease from sugar to cholesterol. This has been revealed by internal documents that have surfaced.

The result? A massive push for statins, now taken by 35% of Americans over 40, with devastating consequences.

Studies now show that after five years of daily use, the average person gains only three to four extra days of life—just a few days for a lifetime of potential harm.

Even more alarming, 20% of statin users suffer serious injuries like muscle deterioration, liver damage, and nerve dysfunction. For nearly half of all patients, the side effects are so unbearable that they quit within a year.

The evidence is clear: statins are not the life-saving drugs we’ve been told they are.

If you don't believe me, watch Jimmy Dore break down this article by @MidwesternDoc and be prepared to have your mind blown.

[JoAnn Marie @JoAnn_Marie]

@Truthtellerftm Listen to Ian space here!

[Truth_teller 🇷🇺 @Truthtellerftm]

Rockefeller was no hero!

[Truth_teller 🇷🇺 @Truthtellerftm]

Joe Rogan admits the obvious!

[Truth_teller 🇷🇺 @Truthtellerftm]

Isabella Gonzalez was killed fighting for israel at age 19, and here you have a private israeli telegram chat group laughing at her death.

America’s favourite ally!

[Big T 🇲🇦 @AutoFix4405]

Cool Night Space 😎🔥😎

[Andrew Zywiec, M.D. @AndrewZywiecMD]

There is no science that shows vaccines cause Autism ...except in these published studies which show vaccines cause Autism:

▪️ https://t.co/9PBis1NeN0

▪️ https://t.co/BnGp3LHpNY

▪️ https://t.co/GZg2u91uyH

▪️ https://t.co/HxyJhJ9eTU

▪️ https://t.co/UxGxKAQhcJ

▪️ https://t.co/pMF2i9yH4L

▪️ https://t.co/0gN0fSNtKK

▪️ https://t.co/d3fELVQ3bO

▪️ https://t.co/nerRN2PiFm

▪️ https://t.co/z3Jr3j1L4T

▪️ https://t.co/dfXwUj6L37

▪️ https://t.co/rsAb6yiTp6

▪️ https://t.co/T7FGd5W39O

▪️ https://t.co/WB7eA9gfwb

▪️ https://t.co/CIApYvYcxV

▪️ https://t.co/gVt803ebzu

▪️ https://t.co/8aif6nRsWz

▪️ https://t.co/g8R2I7z9Rb

▪️ https://t.co/Ou4Op0TVgP

Causal relationship between vaccine induced immunity and autism
▪️ https://t.co/cm2GtMLmYG

... and autism being listed in the inserts....

[Miss V 🇨🇦 @vick89024]

Sikh has done more for our country than- all of our grandparents combined ..

[JoAnn Marie @JoAnn_Marie]

RAED, SARA AND PALI ARE ON!! Pull uppppp💝💝💝

[Melissa 🇨🇦 @MelissaLMRogers]

Imagine visiting TORONTO Canada 🇨🇦 and everything is a mess and legit dirty, including bathrooms at Tim Hortons

They get called out and workers said they would call the police 👀