knuckle velvet

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[onionweigher 🧅⚖️ @onionweigher]

hmm
yeah

[onionweigher 🧅⚖️ @onionweigher]

working on a theory that US intervention in the middle east is correlated to 11 year solar cycle of sunspot activity

[scars @elijahvores]

I really don’t owe anyone anything in this life

those words stuck with me the past few days

maybe because I’ve felt my whole life I’ve been living for other people

living to live up to their expectations of me

living to sacrifice everything I have for the benefit of others

[Martin Shkreli @MartinShkreli]

This is every stock and every market. Oldest arbitrage there is!

[NEET @NEETOCRACY]

“Mint billions of coins out of thin air. It’s a privacy coin so they’ll never know”

[jintao.zec.hl.near.wld @hellojintao]

claude, exploit zcash, make no mistakes

[BleachCraft @BleachCraftMod]

BleachCraft Minecraft Mod. Coming Soon.

[Wise @trikcode]

You basically need to be unemployed to keep up with all this AI stuff.

[Anime_DC @DiceeJohnn24277]

Kubo’s art is unmatched in shonen
#BleachTYBW

[Mando @rektmando]

4 weeks ago btw

[Phezzy @Phezzyyyyy]

That fat asx niqqa just did ts so fast yea im never fighting a professional

[Daniel @danielisdizzy]

Jensen Huang says that investing in the IPOs of SpaceX, Anthropic, and OpenAI will be like buying $AMZN, $GOOGL, or $META in their early stages.

Don't become a victim of FOMO.

IPO day is not where the best opportunities are made.

In many cases, there's a massive spike followed by a sharp decline that takes the stock below its IPO price.

Just look at $META.

After its 2012 IPO, the stock lost more than 50% of its value within three months.

The best opportunities come when the hype is gone, sentiment turns negative, and nobody wants to touch the stock.

That's when I'll be buying heavy.

[Bull Theory @BullTheoryio]

🚨Michael Burry just said Elon Musk and Nvidia's deal is built on fake numbers.

Burry published a detailed breakdown calling the entire structure "Fugazi", his word for fake.

He is alleging that billions of dollars in Nvidia chips are being hidden off balance sheets, and that American retirees are unknowingly funding the whole thing.

Nvidia, the world's largest AI chip company sold $5.4 billion worth of its most advanced GPUs, the GB200, to a company called Valor.

Valor is not a real operating business. It is a special purpose vehicle, a shell company created specifically to hold these chips and nothing else. Nvidia also invested $1.9 billion of its own money directly into Valor on top of the sale.

Those 100,000+ chips are now physically inside xAI's data center. xAI is Elon Musk's artificial intelligence company, the one that builds Grok. xAI is using every single one of those chips right now to run its AI models.

But here is what Burry is flagging.

Neither Nvidia nor xAI owns those chips on paper. Valor, the shell company holds legal title. That means $5.4 billion in GPU assets do not show up on Nvidia's balance sheet as inventory.

They do not show up on xAI's balance sheet as assets. They are legally invisible to both companies.

Nvidia gets to book the $5.4 billion as a completed sale and record it as revenue. xAI gets full use of the chips without owning them. And the risk disappears into a shell company in the middle.

Now here is where American retirees enter the picture.

Valor needed $3.5 billion in debt to fund this structure. Apollo provided it. Apollo is one of the largest asset managers on earth with $1.03 trillion under management and $834 billion specifically in private credit.

Apollo raised the $3.5 billion, packaged it into debt securities, and sold those securities to Athene.

Athene is Apollo's own insurance company. It sells fixed and indexed annuities, retirement savings products, to ordinary Americans.

When a retiree buys an Athene annuity, they believe their money is sitting in safe, stable investments. That money is now inside a structure funding Elon Musk's AI data center.

The numbers inside Athene are most alarming.

Athene holds $74.2 billion in reserves. It has moved $217 billion in assets into a captive insurer based in Bermuda, meaning those assets sit outside normal US insurance regulation and oversight.

Of the entire portfolio, 34.7%, equal to $103 billion, is classified as Level 3 assets.

Level 3 is an accounting classification that means there is no observable market price for these assets. No outside party can independently verify what they are actually worth.

The leverage sitting on top of those unpriced assets is 16 times.

Burry's says:
Every step of this structure is technically legal and publicly disclosed. But the entire thing was deliberately engineered across 8 to 12 steps to move credit risk off balance sheets and away from any market pricing.

- Nvidia books the revenue.
- Apollo collects the fees.
- xAI gets the computing power.
- And retirees sitting at the bottom of a 16x leveraged Bermuda insurance structure, holding $103 billion in assets with no market price carry the risk without knowing it exists.

[winkle. @w1nklerr]

https://t.co/KSiSKYBQpf

[Daily Loud @DailyLoud]

Nvidia will now pay you to put a mini AI data center on your house making you close to $22,000 a year

[COKE❄️ @0xcoked]

LMFAOOOOOOOOOO CALLED IT FULLY 30 HOURS IN ADVANCE😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂

[Bull Theory @BullTheoryio]

BREAKING: Anthropic just raised $65 billion in a single funding round, valuing the company at $965 billion.

In February 2026 Anthropic was valued at $380 billion.

In late April 2026 it was being discussed at $900 billion. Today it closed at $965 billion. That is a 50x increase in valuation in just 28 months.

The round was led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia Capital with participation from Blackstone, Brookfield, Temasek, GIC, ICONIQ, Coatue, D1 Capital, Capital Group, and XN.

A company that did not exist 4 years ago is now worth more than ExxonMobil, Walmart, and JPMorgan. And it has never made a profit.

[Uno @UnotheInvestor]

Me: “Claude, should I buy $MU at all-time highs?”

Claude: pulls up P/E, forward earnings, my emergency fund balance

Claude: “You have $400 in savings, $12K in credit card debt, and you want to chase a stock that is up 194% year to date. Let's talk about what FOMO actually costs.”

Me: Closes Robinhood