Mick

F maga F elon F trump FFF hegseth @realdonaldtrump and @elonmusk are pedophiles/pedo protectors and are baby killers

[Mick @Mickrelda]

I will cover my $net short at $7-10 and not a penny before that. This is my highest conviction short. This is $105 billion market cap company with $38 million of net income. Basically a worthless company.

[Carl Quintanilla @carlquintanilla]

“.. Banks are dumping AI loans, tech bond buyers are saying no more and hedge funds are puking. The wheels are coming off the AI funding rush, implying much higher costs to clear the trillions of dollars in additional debt coming down the pike.”

@business @jessefelder

[Mick @Mickrelda]

Inflation is raging. Oil prices are going much higher. The war is nowhere near over and you fuckers are still trying to support this AI garbage.

[Roger @rdd147]

N-Scale files amended prospectus that they may not be able to raise cash to meet their commitments that have risen substantially under recent deals.

Always good to try to IPO on the verge of bankruptcy.

$CRWV misses deadline, that now allows customer to walk early from $1.9 billion remaining contract that would also require refund of pre/payments.

Updated that they now owe $19.05 billion in debt and interest by the end of 2027 to avoid bankruptcy.

[James Chanos @RealJimChanos]

$NBIS (and neocloud) Bulls: Can you please tell me how 2027 revenue guidance of $12-13B on average 2027 MW of 1,500 is consistent with the “signing contracts at $20-25M per MW” narrative? That’s $8-9M per MW, the same as the current 2026 run-rate.

[Roger @rdd147]

Due to lost ability to access un-secured debt and dependence on DDTL facilities that have immediate principal payments due, $CRWV has disclosed the companies 2027 debt owed has risen substantially from Q2 to Q3, from $6.2 Billion to $11 Billion. An additional $2.4 Billion is due in 2026.

Principal Due 2027 - $13.4 B
Interest Due 2027 - $5.65 B

Total Owed 2027 - $19.05 Billion

Coreweave going bankrupt in’t it?

[JustDario @DarioCpx]

Deafening silence around the Anthropic IPO since the Jensen saga began

FYI: Nvidia had a $ 10bn anchor order in it

[Ashley Duffany 🇺🇸🇺🇦 @ashley_duffany]

russia is a terrorist state — do not turn a blind eye!!!

[The Macro Paper @macropaperr]

🚨 US LONG-TERM YIELDS ARE SURGING

US 10Y yield hits 5.14% and is now 21 bps away from hitting a 24-year high.

US 30Y yield hits 5.48% and is now 26 bps away from hitting a 24-year high.

[Mick @Mickrelda]

@World_Adverts Its a $5-7 stock. Remember i told you

[Mick @Mickrelda]

Taking $net up to a 23% short position from 20%. I’m telling you the stock is gonna lose 95% of its value.

[Mick @Mickrelda]

Hah two nutlickers. One is gay and the other does it for money https://t.co/MEwLbiaXXS

[Dougie Kass @DougKass]

There goes the startup funding. 
First shoe to drop. 
These things consume about 70-80pct of the tokens from the frontier labs:
https://t.co/IFngAitMaK @guyadami @andrewrsorkin @TheJudgeCNBC @carlquintanilla @jimcramer @tomkeene @business @pboockvar @Convertbond @WhitneyTilson @SquawkCNBC @HalftimeReport @CNBCFastMoney @MelissaLeeCNBC @KeithMcCullough @HedgeyeDJ

[Mick @Mickrelda]

$net is now a $117 billion market cap company with just $39 million of net income. That’s almost 3000 times net income. And it’s drowning in debt. And they keep marking it up on tiny volume after hours every day. Short it @Ross__Hendricks @gnoble79 @DougKass @RealJimChanos

[Mick @Mickrelda]

@rootdubs Trading at 3500 times net income. You’re a fucking moron.

[Stephanie Ruhle @SRuhle]

This will get more attention

[Jay in Kyiv @JayinKyiv]

These two gifts from Trump to Putin are the cause of hundreds of thousands of deaths.

Now, with the Putin/Musk/Trump cabal throttling Starlink, it's clear that the White House is now merely an appendage of the Kremlin.

[Ed Zitron @edzitron]

The $500bn deal? Fake. The $100bn OpenAI deal? Fake. Jensen and NVIDIA have built their legacies on deception. They tried to rig 5060 interviews, and threatened @GamersNexus. This company sucks and has sucked for a while and everybody wants to pretend it's a sudden event.

[Ed Zitron @edzitron]

There is no other way to read this other than that Jensen Huang strongarmed his CFO into massive, multi-billion circular financing deals as a means of inflating its revenues. He also sounds like a horrible person to work for.

[Joe Walsh @WalshFreedom]

Fuck ICE. Abolish ICE.👇

[Jürgen Nauditt 🇩🇪🇺🇦 @jurgen_nauditt]

Elon Musk is imposing restrictions on "Starshield" across the entire front line.

Dear Americans—stop this Nazi swine. ❗️❗️❗️

The "Starshield" speed restrictions affecting the defense forces were introduced gradually a few days ago and are now fully in effect throughout the territory controlled by Ukraine, as well as along the front line.

This was stated by the Ukrainian Chargé d'Affaires in the United States to Radio Liberty.

The restrictions apply to the line of contact—Ukraine’s primary defensive line and a critical area for countering Russian drones.