jadswrldonsol

political scientist and shitcoin trader founder of @CHUDCABAL partner @tradingterminal

[jadswrldonsol @Traboolse]

Vibe trading and relaxing. Albanian music no streaming and the boys giggling. no diddy

maybe the constant spam in chat to check out goyslop like rizzentine is detrimental to the mind and trenching.

B-B-B-BU0OLISHHH

[jadswrldonsol @Traboolse]

@notdecu 99

[Bull Theory @BullTheoryio]

🚨Michael Burry says Nvidia has 3 big customers and if they stop buying the whole thing is over.

Those 3 customers now account for 64% of Nvidia's entire accounts receivable.

In 2020 that number was 33%. It jumped 8 percentage points in a single quarter.

Nvidia's revenue is not spread across a broad market. It is almost entirely dependent on a handful of buyers.

Burry's argument is about why those buyers may slow down or stop entirely.

He calls it the "bezzle." The bezzle is not that AI is fake. It is that a massive portion of current AI spending is coming from companies that are benchmarking models, testing systems, and competing on AI leaderboards.

That activity is temporary. It will end. But it is being counted and financed today as if it is permanent growing demand.

He says: "They are just flying empty airplanes around."

When that benchmarking phase ends those 3 concentrated customers have far less reason to keep ordering chips at the current pace.

And because Nvidia's revenue is this concentrated even a partial slowdown from those buyers creates a massive hole in its numbers.

Now here is where it gets more alarming.

Microsoft, Amazon, Alphabet, Meta, and Oracle together have $662 billion in off balance sheet AI commitments according to Moody's.

Standard accounting rules allow companies to keep this completely hidden from their reported numbers.

To fund this infrastructure private equity firms have been buying life insurance companies.

But why?

A PE firm owns illiquid investments that need financing. It buys an insurance company which collects premiums from ordinary policyholders. That insurance company then invests those premiums into the PE firm's own illiquid assets.

The PE firm then sets up a captive reinsurer in Bermuda with lighter capital requirements and pushes the insurance risk onto that offshore balance sheet.

Burry's point is that all of this is connected. The same PE firms own the insurance companies funding the AI debt. The same Bermuda structures hold the risk.

If any major hyperscaler walks away from a data center commitment everything hits at the same time because every counterparty in the chain is linked to the same underlying assets.

The AI boom is being measured during the most artificial phase of the buildout.

Nobody knows what real demand looks like when the benchmarking phase is over and $662 billion in hidden commitments needs to be serviced.

[dc visionz @dc_flight421]

According to the video, Trump plans to launch $GDP coin to help save farmers?! This is not financial advice and remember do your own research! #crypto #trump #wealth #datacenter #fyp

[Global Data Protocol @GDPonSol]

As the rest of the world debates on how to build the next generation of data infrastructure, we’re already doing it.

No closed doors. No hidden agendas. Just shared opportunity, on-chain. 🌎⛓️‍💥 $GDP

[jadswrldonsol @Traboolse]

@wegenks @jackduval HAHAHA

[jadswrldonsol @Traboolse]

@CrayohlaEU Do what must be done cray.

The trenches are like an arms race of tactics and tools, we constantly have to adapt in order to get ahead.

So kill charts,bundle rape, multi wallet. The more hated you become by the “memecoin community” the more you are extracting.

[rasmr @rasmr_eth]

The best traders I ever met in crypto didn’t make it fast btw

It took grinding, and real dedication to make it big.

And then it takes more effort to not lose it all.

[The General @1776General_]

The synagogue of the tunnel jews in NYC was raided by New Yorkers.

[jadswrldonsol @Traboolse]

@jakeswrldonsol Larp me in my hot mouth

[jadswrldonsol @Traboolse]

Wait are we not larps? @jakeswrldonsol

[jadswrldonsol @Traboolse]

@paconsol_ @jakeswrldonsol Is truummpp callingg outt pacc

[jadswrldonsol @Traboolse]

@paconsol_

[Turtle Boy's Dad @TurtleBoysDad]

Yo I recorded this today 🔥FIRST VIDEO 🔥if you got 4 mins to give a listen to my current thoughts on the market give some feedback cheers 🫡

#crypto $sol $btc $eth $unc $troll pump airdrop $hanta $wojak

https://t.co/mxMcSB4AFw

[jadswrldonsol @Traboolse]

@TurtleBoysDad

[crayohla @CrayohlaEU]

POV: you buy a fresh funded dev project

[jadswrldonsol @Traboolse]

@PainCrypt0 isn't the sun beautiful and all the things outside. work hard play hard

[jadswrldonsol @Traboolse]

@CrayohlaEU 3 locked in lads in vc then it will be like catching fucking pokemon

[jadswrldonsol @Traboolse]

@CrayohlaEU soon cray

[jadswrldonsol @Traboolse]

@CrayohlaEU instincts are there just have to trust them

[@pat @0xpatterns]

Losing $8,000 because you wanted an extra $150 on the pnl