Jeffrey Lebowski

Finance and Accounting for 30 years.
Worked for S&P, worked in VC, enjoy studying and analysis of the markets.
My observations and opinion.

[Jeffrey Lebowski @to_borg]

@redpillb0t @iluminatibot Biggest reason why the US citizens are frustrated with the T administration...
Because this piece of feces isn't in prison yet,
Along with about 100 other traitors.

[Jeffrey Lebowski @to_borg]

@ShannonBird4CO @ColoradoSun

[Jeffrey Lebowski @to_borg]

@AndrewZywiecMD @SEgeberg The majority of US citizens are furious with the medical community, the government, the health organizations and medical corporations,
Because of a simple issue...
Greed has become more important than health and compassion.

[Jeffrey Lebowski @to_borg]

@FinanceLancelot

[Jeffrey Lebowski @to_borg]

@ValerieAnne1970 This is a very biased clip from ABC.
Learn how a side of beef is fabricated/processed.
The trimmings are Never a "waste product".
There's always a solid amount of red meat tissue within the trimmings.
There's no easy way to separate the red meat tissue from the beef tallow.

[Jeffrey Lebowski @to_borg]

@ValerieAnne1970 You have changed the details...
It says 70% contains pink slime.
You have posted 70% IS pink slime.
That's you purposely misleading people.

[Jeffrey Lebowski @to_borg]

@ValerieAnne1970 I worked in the sector for 5 years.
The definition You Posted...
"IT'S BEEF TRIMMINGS", but then
You Say,
"IT'S NOT REAL BEEF".
Wake up...
There's many other things on the US supermarket shelves that are alot worse.

[Jeffrey Lebowski @to_borg]

@Liberfach0

[Jeffrey Lebowski @to_borg]

Ominous signs everywhere for the chips and $SMH.
The main holdings are all showing ugly candles, overvalued, and topping patterns.
Scaling into $SOXS here.

[Michael Burry Stock Tracker ♟ @burrytracker]

Update: Micron is now up +5,000% since Jim Simons first disclosed a $41M stake

He first disclosed the position in Q3 2013 at ~$18/share

As of his most recent Q1 2026 filing, Renaissance still holds $730M worth of $MU

[Jeffrey Lebowski @to_borg]

@AlexMasonCrypto @Jimmy56541 WHY has everyone forgotten that the Regime was killing its citizens by the thousands, just for attending demonstrations??!?
The Regime needs to be removed from power.
THAT'S got to be the top priority.

[Jeffrey Lebowski @to_borg]

@BarnettforAZ

[Jeffrey Lebowski @to_borg]

@davidicke

[Jeffrey Lebowski @to_borg]

@Newsforce

[Jeffrey Lebowski @to_borg]

@ManCave72 Or, continue to add to a 401k, to get company matching, but set it up as safe as possible,
Nothing in aggressive funds and with the setting of retirement in 2 years.

[Jeffrey Lebowski @to_borg]

The hardest part of being a Bear is having patience.
Knowing the downside is inevitable,a Shiller PE at 40+ is unsustainable, the economic conditions are crumbling,
Watching the general public completely ignore risk,
Waiting for the institutions to get through the distribution.

[Jeffrey Lebowski @to_borg]

It's time to watch the Inverse etf's here. With them, there's no big concern about time decay and options premiums.
Nice bases being established.

[Jeffrey Lebowski @to_borg]

Knowing that the downside will not be a "Crash", but a slow, painful process, with the masses being basically oblivious, like a frog in a pot with the temperature rising.

[Jeffrey Lebowski @to_borg]

The man is one of the top elite psychopaths, and pure evil.
But he isn't lying here.

[Megatron @Megatron_ron]

NEW:

🇺🇸 The CEO of BlackRock, Larry Fink, says ordinary people’s savings accounts and pension funds, worth trillions of dollars will be used to build data centers and power grids for AI

He says that people will be forced to invest in it

“Much of this will come from savings accounts and pension accounts.”

[Jeffrey Lebowski @to_borg]

It's time to watch the Inverse etf's here. With them, there's no big concern about time decay and options premiums.
Nice bases being established.

[Jeffrey Lebowski @to_borg]

What is occurring, or what is ready to occur,
Is a modified version of what occurred 26 years ago.
"A glorious, huge profits future is ready !!"
And then, all the sudden, like no one could see it...
Reality steps back in.

[Crypto Jargon @Crypto_Jargon]

🚨BREAKING: THE AI BUBBLE HAS STARTED TO BURST

MICROSOFT JUST TOLD 100,000 ENGINEERS TO STOP USING CLAUDE BECAUSE THE BILLS EXPLODED.. UBER BURNED ITS ENTIRE ANNUAL AI BUDGET BY APRIL..

Microsoft invested $5 billion in Anthropic.. gave 100,000 engineers Claude Code access.. encouraged adoption.. watched usage explode.. then the invoices arrived.. and issued an internal order to cancel nearly all Claude Code licenses by end of June and force everyone onto their own cheaper tool..

the company that bet $5 billion on Anthropic just told its own engineers to stop using Anthropic's product because it costs too much..

Uber rolled out Claude Code in December 2025.. by March 84% of their 5,000 engineers were using it.. 70% of all committed code was coming from AI.. heavy users burning $500 to $2,000 per month each.. the CTO spent $1,200 in a single two-hour demo.. they built internal leaderboards gamifying AI consumption.. and blew the entire annual budget by April with eight months remaining..

then Nvidia's VP of applied deep learning said it out loud.. "for my team the cost of compute is far beyond the costs of the employees".. a VP at the company that sells the chips said using AI costs more than paying humans..

but here's the part that broke my brain..

Goldman Sachs forecasts a 24x increase in token consumption by 2030.. Gartner says even as per-token prices drop 90% total enterprise AI costs go UP because agents consume exponentially more tokens per task.. the more powerful and useful the AI becomes the more expensive it is to run at the scale that makes it transformative..

every CEO for two years said the same thing on every earnings call.. AI reduces headcount and cuts costs.. the stock went up every time.. workers got fired.. stock went up.. AI strategy announced.. stock went up..

$725 billion in AI infrastructure spending this year across Big Tech..

and the first companies to actually deploy these tools at real scale are already pulling back because the invoice arrived before the productivity gain was large enough to cover it..

the gap between what the earnings call said and what the invoices say..

is the most important number in markets right now..

and nobody on Wall Street has priced it in yet.

[Bull Theory @BullTheoryio]

🚨 THE FIRST COMPANIES TO ACTUALLY USE AI AT SCALE ARE NOT ABLE TO AFFORD IT.

Big Tech created a manufactured demand bubble by giving billions to AI startups under strict contracts that force them to hand that exact cash right back to buy cloud servers.

Because this money simply travels in a circle, these startups never had to face the real, staggering expense of running giant AI models.

This round trip loop created a protected environment where companies could burn through infinite data because they were essentially playing with house money. But the exact moment this technology leaves the safe loop and hits a normal company with a hard budget constraint, the unit economics break completely.

Real enterprise customers do not get their cash recycled back to their own balance sheets. Every token bill is a final cash outflow.

This is why Uber gave AI coding tools to 5,000 engineers and exhausted its entire annual AI budget by April, with power users burning up to $2,000 a month each.

The invoices are so high that even Microsoft just ordered 100,000 of its own engineers to stop using Claude Code by June because the uncapped token billing became completely untenable. Microsoft has a multi-billion dollar partnership with Anthropic, yet had to cancel internal usage because the tool costs too much to run.

Nvidia's VP of applied deep learning admitted that the cost of compute for his team is now far higher than the actual salaries of his human workers. Wall Street thinks that falling chip prices will automatically fix this, but the math behind agentic AI makes that assumption impossible.

Gartner confirms that even if per-token prices drop 90% by 2030, total corporate bills will keep rising because active AI agents run continuously and resend massive conversation histories, multiplying token consumption up to 30 times per task.

The circular loop successfully fabricated a massive growth story to pump up a $2 trillion cloud backlog, but it hid a product that is structurally too expensive for the real economy to actually deploy.

The massive gap between optimistic earnings call statements and the actual invoices landing on corporate desks is the most mispriced risk in global finance today.