TheDoc

[TheDoc @thedoctb]

@markminervini You'd better shut your mouth. Stop showing off. You've become a clown.

[TheDoc @thedoctb]

@OddStats Stfu clown.

[TheDoc @thedoctb]

@markminervini @trippyytulip Stfu clown.

[TheDoc @thedoctb]

@markminervini Fucking clown

[Bull Theory @BullTheoryio]

THIS IS THE MOST DANGEROUS DEAL IN THE ENTIRE AI BOOM.

Anthropic needs Broadcom's AI chips to run Claude.

It does not buy them directly.

Instead, Wall Street banks and Blackstone put $63 billion into a separate company, and that company buys the chips from Broadcom.

That company then rents the chips to Anthropic.

Over the life of these leases, Anthropic owes about $161 billion in rent on Broadcom equipment.

So where does Anthropic get the money to pay that rent?

Partly from Broadcom.

Broadcom has agreed to lend Anthropic up to $42 billion, and that money can only be used to pay rent on Broadcom's equipment.

Broadcom sells the chips, then lends the customer money to pay for them.

If Anthropic cannot pay the loan back in cash, Broadcom can take Anthropic shares instead.

So why is this dangerous?

First, the sales are not as real as they look. When a company lends its customer the money to pay its bills, part of its revenue is just its own cash coming back.

Second, everything depends on one customer. Broadcom's own filing warns about its dependence on a small number of customers for AI chip demand.

Anthropic alone owes $161 billion on its equipment.

Third, Anthropic does not have the revenue yet. It made $16.96 billion last quarter but has committed $895.4 billion to compute.

Many of these contracts must be paid even if Anthropic never uses the capacity.

Fourth, the chips are the collateral. AI chips lose value fast as newer models come out. If Anthropic cannot pay, lenders are left holding equipment worth far less than the debt.

If AI demand slows, the whole chain breaks at once.

Anthropic misses payments, Broadcom loses its biggest customer and its loan, and the banks and Blackstone take losses on the debt.

This exact setup played out in 1999 and 2000.

Lucent and Nortel lent billions to their own customers to keep equipment sales growing. When those customers went bust, the loans were never repaid, and both stocks collapsed.

The current situation is getting dangerously close to the dot-com bubble.

[TheDoc @thedoctb]

@markminervini Why did everyone I just followed on FinX turn into a clown in just a few days? It seems like they have some kind of energy, and when it attracts people like me, it's like the universe is telling me not to believe these clowns anymore.

[FoFty @FoFtyTrader]

QQQ - tiny inside bar after a massive >6% red mother bar: only happened FIVE times since 1999:

May 11, 2000 (dot com bust cycle)
Mar 13, 2001 (dot com bust cycle)
Oct 18, 2001 (dot com bust cycle)
Sep 30, 2008 (great financial crisis cycle)
Mar 17, 2020 (covid cycle)

it has now happened a sixth time

but wait, this drop occurred so close to the all time high (~15% to be more precise), so it doesn't count right?

well, sorry to say but here's the kicker: in April 3 of 2000, there was a drop of ~6% (sound familiar?) that was just ~13% from the all time high

that drop on April 3 of 2000 kicked-off the dot com bust and ensuing bear market

facts.

[OddStats @OddStats]

QQQ was down -6% yesterday for the first time in 200+ trading days.

I thought you'd not only like to see how QQQ did the day after such events ("Return That Day" below), but also how it did the NEXT day (which would be Monday in the current scenario).

[2020 below is COVID.]

[RBswingtrader @rbswingtrader]

$QQQ Plan for next few weeks. Save it.

[TheDoc @thedoctb]

@RepSaraJacobs It's a disgrace that the American government is being taken over by these idiotic whores.

[TheDoc @thedoctb]

@Randmamo @BehizyTweets You actually think before AI, your American kids with pencil and paper are doing very well with writing and math in school? Are you sure?

[TheDoc @thedoctb]

@boir_s @DiligentPlane KARMA will come to you soon

[MP | Masculine Peak 🧠 @MasculinePeak]

He has absolutely no idea what's going on.

[TheDoc @thedoctb]

@RepYassAnsari @ArouetEmpowers What about continuing to be a prostitute instead of going into politics? Someone who can't even solve elementary school math like you is trying to save us from AI technology?

[TheDoc @thedoctb]

@RepYassAnsari Hey, can you just stick to being a prostitute? Your parents would be prouder of you than your current political career.

[Jim Liu @jiahanjimliu]

People ask me how I deal with being an all-in $IREN investor during these lows. For me it's having the right setup: only invest what you don't need for your short term life goals.

1. I only ever invest in common shares.
2. I live under my means and drive the Rav4 my parents gave me in college. This allows my income to cover all living expenses and rainy day fund so I don't need to touch my investments for 35 years.
3. My wife's onboard with my love for investing since she's confident in her own career as an SDE.
4. I've been doing this for 11 years now and been through TSLA lows.
5. I make sure I do well in my SDE job.

Truth be told, when things get really bad yesterday, I ate a pint of ice cream last night and a pint this morning. The cost is 790 calories per pint. Cookies and cream actually does wonders for me getting over emotional stress so I can assess the situation. Yes execution has been weak this year but I believe the AI buildout alot left in the tank and I see enough progress for me to justify seeing the thesis through.

Get emotions under control is about having a life style that works for you. Exercise is a must, for me that's walking my infant, badminton, and deadlifting. Walking with music is super underrated for stress relief. Sleeping 8 hours on most days. I'm a very boring guy, I don't do much else besides what's listed above. Never drink, never smoke, almost never watch TV shows or play games. I have my political beliefs but I don't get too stuck scrolling through the politics black hole.

[TheDoc @thedoctb]

@DrJStrategy This fraud PhD is becoming a clown

[Ozor Ndi Ozor @OzorNdiOzor]

Chinese PhD Student DEPORTED
After Injecting Chemicals Into
Neighbors' Home

[TheDoc @thedoctb]

@FermiAmerica @TexasTribune This network of scammers will pay the price in hell. You will be burned to ashes, but you will never die.

[TheDoc @thedoctb]

@varuntakkar01 I hope you are right