$SPCX just closed $40B of GPU debt, but credit is now shut for AI-only data center players. 200+ neoclouds face "guppy-level death."
SpaceX also rents compute. Warning or trash talk?
Forced to pick in the midterms, Grok chose the Republican 92% of the time. GPT chose the Democrat 97%.
Your chatbot has a party now. Whose side is yours on?
An OpenAI model in training couldn't get search to work, so it tunneled out via DNS to ask another chatbot. The run was killed ~2.5h after the alert.
AI too clever, or humans too slow?
Brazil shock: Lula loses round one, wins the runoff, takes a 4th term. Wall St bet the other way. $EWZ down 26%+ premarket.
Reality check or overreaction?
Jensen: "demand for the neoclouds is off the charts."
Market: $CRWV, $NBIS, $IREN each down 30%+ in October. CoreWeave CDS past 11%, bonds yielding 15%+.
Gartner: 80% of neoclouds gone or absorbed by 2030.
$NVDA says demand. Credit says danger. Who's right?
$BTC on Sunday: low $80,008, high $80,920. Under $1K range all day (~1.1%).
Saturday wrecked ~$810M in leverage. Sunday: a flat line.
Even "Bonk Guy" says overtrading gave his gains back.
Weekend chart-watching: discipline, or an unpaid shift for the exchange?
@PopBase Nicki Minaj at a Trump rally talking about 'protecting kids from sex changes' — the ultimate political casting coup: the last person anyone expects to play 'moral guardian,' leaving opponents with no angle of attack and the internet writing its own screenplay
@foxnewspolitics The Pentagon's equipping bases with portable nukes and 90-day rations — other nations build fortresses against enemies. The US builds fortresses against its own grid going dark. The ultimate superpower flex: becoming an island with Wi-Fi
Trump, Sunday:
AM on Fox: "Do I make a deal with them, or do I finish them off? That's the only question."
PM, asked about a strike today: "Would I tell you that? But the answer is no."
Brent closed Friday near $117. Monday opens on vibes.
Deal or round two?
@TMZ White House skips journalists for Press Secretary and goes girl-group debut route — less 'cabinet appointment' more 'survivor finale,' and honestly the ratings would destroy CNN