yusuf ziya atesci

Proffessor of UROLOGY ,prostate surgery, stone surgery, urologic cancer, football, music, science, sailing, GSM+90 542 4454960,BEŞİKTAŞ, Antakya, Mersin, İzmir

[yusuf ziya atesci @yatesci]

@Mimix1907 5

[Elon Musk @elonmusk]

🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

[Elon Musk @elonmusk]

Tesla FSD 14.3.4 rolling out now

[SciTech Era @SciTechera]

Elon Musk says the future of electricity increasingly belongs to DC.

"AC was the right choice back then, but DC is the right choice today..."

As renewable energy, energy storage, EVs, robotics and AI infrastructure continue to scale, the world will gradually shift toward more DC-based systems.

The 20th century was built on AC.
The 21st century will become the century of DC.

[Financial Times @FT]

Ahead of a planned listing this year, the $850bn company intends to transform the chatbot into a 'superapp' that combines coding tools and AI agents, adding products that executives believe will generate more revenue: https://t.co/2kAwdY5Yme

[Bloomberg @business]

China’s central bank extended its gold-buying streak in May, adding to holdings as prices of the precious metal remained under pressure https://t.co/szMR1a5Kxa

[Itamar Golan 🤓 @ItakGol]

Google is reportedly paying SpaceX ~$12B per year for compute.

Google also owns roughly 6% of SpaceX.

If SpaceX is valued at ~94x revenue, the math becomes interesting:

$12B annual spend → ~$1.13T implied enterprise value
Google’s 6% stake → ~$68B of value

In other words:

Pay ~$12B. Potentially create ~$68B in value.

Of course, reality is more complicated than back-of-the-envelope math.

Still, sometimes strategic partnerships look expensive only until you zoom out.

[Ricardo @Ric_RTP]

Big Tech just ran out of money building AI and what they're doing to cover it up should be illegal.

Google, Amazon, Microsoft, and Meta are spending a combined $700 BILLION this year on AI infrastructure.

This eats up 94% of their total operating cash flow.

The richest companies in human history are almost broke. And instead of slowing down, they're covering it up with the biggest financial engineering operation since 2008:

Google just sold $80 billion in stock to fund AI infrastructure. That was their first equity raise in 20 YEARS.

The last time Google needed to sell stock, YouTube didn't even exist. Sundar Pichai admitted the thing keeping him up at night is "compute capacity."

The company that prints $100 billion a year in ad revenue just told Wall Street it isn't enough anymore.

Amazon's free cash flow is projected to go NEGATIVE this year for the first time ever. Morgan Stanley estimates a $17 billion deficit and Bank of America says $28 billion.

The most profitable logistics machine on Earth is about to burn more cash than it generates, and they quietly filed with the SEC saying they may need to raise even more debt and equity to keep building.

All four hyperscalers are now borrowing hundreds of billions in bonds to keep the AI buildout alive. These were the most cash-rich companies in human history, and they're leveraging themselves to the teeth to build infrastructure that nobody has proven will generate enough revenue to pay for itself.

And the cracks are already starting to show:

Broadcom makes the custom AI chips that power Google, Meta, OpenAI, and Anthropic. This week their AI revenue TRIPLED year over year, sales grew 48%, and profits smashed every Wall Street estimate.

The reward for all of that was $320 billion in value erased in a single trading session.

Their CEO Hock Tan went on the earnings call and exposed three things about the AI industry:

Google is already shopping for cheaper AI chip alternatives, broadcom abandoned its strategy of selling complete AI systems and is now retreating to selling bare chips at lower margins.

And despite supposedly "unprecedented demand," Tan refused to raise his full-year forecast, which tells you everything about what he's actually seeing behind the curtain.

Wall Street heard all three and hit the sell button so hard it dragged AMD, Intel, and the entire chip sector down with it.

When a company triples its AI revenue and gets punished because tripling isn't fast enough, the expectations have left the atmosphere entirely.

And here's the really scary part...

These companies ARE your retirement account. Apple, Microsoft, Amazon, Google, Meta, and Nvidia make up roughly 30% of the S&P 500. If you have a 401k or an index fund, you are already exposed to this bet whether you chose to be or not.

Every single one of these companies is telling you AI will generate trillions in revenue. But right now the math says they're spending trillions FIRST and hoping the revenue shows up later.

If the revenue catches up, this becomes the greatest infrastructure buildout in human history. Bigger than railroads and bigger than the internet.

If it doesn't, the companies that make up a third of the American stock market just leveraged their balance sheets into the largest write-down cycle since 2000.

And unlike the dot-com crash, this time the bubble companies aren't random startups with no revenue. They're the backbone of the entire global economy.

[Norveçli @norveclifinance]

Ray Dalio says there is an AI bubble and that it will eventually burst.

I agree.

AI capex is becoming increasingly difficult to justify. Companies are burning free cash flow, issuing stock, taking on debt and chasing returns that remain uncertain.

Meanwhile, Chinese AI firms are offering competitive models at a fraction of U.S. pricing, putting even more pressure on the economics of the industry.

OpenAI and Anthropic are fighting an expensive battle for market share while new competitors keep entering the field.

This looks increasingly similar to every major technology bubble in history.

Most investors still don’t see it.

They will.

$NVDA $AMD $MU $SMCI $AVGO $ARM $TSM $ASML $MRVL $ANET $QCOM $INTC $AMZN $MSFT $META $GOOGL $PLTR $AI $BBAI

#AI #ArtificialIntelligence #StockMarket #Investing #Semiconductors #TechStocks #WallStreet #Bubble

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Global central banks acquired +17 tonnes of gold in April, the 2nd monthly purchase this year.

This marks a sharp reversal from March, when central banks sold -30 tonnes of gold driven by Turkey and Russia.

Poland led purchases at +14 tonnes, bringing its year-to-date total to +45 tonnes, with gold reserves now at 595 tonnes.

China added +8 tonnes, the biggest monthly addition since December 2024, bringing official gold reserves to a record 2,322 tonnes, or ~9% of total reserves.

China has now purchased gold for 18 consecutive months.

Central bank demand for gold remains incredibly strong.

[philarekt @philarekt]

MY FATHER SPENT 32 YEARS STUDYING MARKETS AND LEFT ME 12 RULES

Most people learn these the expensive way

Price falls 5% → Hold
Price falls 15% → Buy 10%
Price falls 25% → Buy 20%
Price falls 40% → Buy 30%
Price falls 60% → Buy 40%

Price rises 5% → Hold
Price rises 20% → Hold
Price rises 25% → Sell 10%
Price rises 40% → Sell 20%
Price rises 50% → Sell 35%
Price rises 70% → Sell 40%
Price rises 100% → Sell 90%

Always keep 10% as a moonbag

Never go all in, never go all out

Simple framework, almost nobody follows it

Follow me - the people who do tend not to regret it

[precis0x @precisox]

El ingeniero que creó claude code acaba de soltar un video de 28 minutos donde te enseña a escribir prompts que realmente funcionan.

He visto cursos de 300 dólares que no llegan ni a la mitad de lo que explica en los primeros 10 minutos.

Archivos CLAUDE.md, atajos de memoria, sesiones paralelas y patrones de prompting que cambian el juego.

Todo en un solo video y completamente gratis.

Da igual si eres desarrollador, principiante o ya llevas meses usando Claude. Esto te va a volar la cabeza.

[Hedgie @HedgieMarkets]

🦔Google signed a deal to pay SpaceX $920 million a month for access to 110,000 Nvidia GPUs at SpaceX data centers. The contract runs October 2026 through June 2029, roughly $30 billion total. Google called it bridge capacity for surging Gemini Enterprise demand. SpaceX signed a similar deal with Anthropic last month, $1.25 billion a month through 2029 for all the compute at its Colossus 1 facility in Memphis.
Both contracts include 90-day cancellation clauses after December 2026. SpaceX goes public Thursday.

My Take
Google has more AI compute than anyone on earth and they still had to go to SpaceX for 110,000 GPUs. Their own buildout can't keep up with demand for Gemini Enterprise. They've committed $180 billion in capex this year and sold $80 billion in stock to fund more of it. And they still came up short.

This is the second deal like this in a month. Anthropic already signed for $1.25 billion a month at Colossus 1. Together those two deals put about $26 billion a year on SpaceX's books, right before an IPO where Goldman needs to justify a $1.75 trillion valuation on $322 billion in projected AI revenue. xAI built those data centers for Grok and lost $6.4 billion last year. So now Google and Anthropic pay rent on the hardware Grok couldn't use, and that rent is the AI revenue story SpaceX takes public on Thursday. I've tried to find where this stops being circular and I can't.

Hedgie🤗

[Roberto A. Ruarte @roberto_ruarte]

Por eso también cayeron. En momentos así no existe el “activo seguro”.

La gente no vende lo que quiere vender… vende lo que puede vender.

Mi análisis personal: el mercado está preciando la suba de tasas de Japón.

Si te gusta este tipo de contenido da me gusta y comparte.

Quien no me siga estará quedando fuera de los avisos importantes!

[Roberto A. Ruarte @roberto_ruarte]

Cuando una parte del portafolio empieza a perder mucho, tienen reglas automáticas: reducir el riesgo total rápido.

Y la forma más fácil es vender los activos que están ganando (porque ahí hay plata disponible).

Y en los últimos años, los que más ganaron y eran más fáciles de vender fueron precisamente el oro y la plata…

[Roberto A. Ruarte @roberto_ruarte]

Pero hay una pregunta que queda: ¿por qué también cayó el oro y la plata si se supone que son “activos seguros”?

La respuesta está en quién los tiene.

La mayoría de estos activos están en manos de los mismos fondos de cobertura (hedge funds).

Estos fondos no miran un solo activo, miran todo el portafolio.

[Roberto A. Ruarte @roberto_ruarte]

Ahora poné todas las piezas juntas:

Petróleo caro por Ormuz, ganancias de IA bajo presión, yen debilitándose, intervenciones que no funcionaron, suba de tasas japonesa casi confirmada y fondos obligados a vender.

Ninguna de estas cosas sola tumba todo el mercado.
Pero todas juntas en la misma semana sí.

[Roberto A. Ruarte @roberto_ruarte]

LA QUINTA RAZON es estructural:

Wall Street creó “Bitcoin de papel”.

Con futuros, perpetual swaps, opciones, ETFs y préstamos, un solo BTC real respalda 6 cosas a la vez.

Es como un banco que presta el mismo billete de $100 a 6 personas.

Eso distorsiona el precio y lo hace mucho más inestable.

[Roberto A. Ruarte @roberto_ruarte]

Japón (el explosivo) + empleo EE.UU. (la chispa) + salidas de ETFs + liquidaciones = caída brutal.

Pero falta la quinta razón, la que hace que Bitcoin caiga más fuerte que otros activos.

[Roberto A. Ruarte @roberto_ruarte]

CUARTA RAZON: liquidaciones en cadena.

Miles de millones en posiciones apalancadas (gente y fondos que compraron con dinero prestado) fueron cerradas automáticamente.

Cada vez que el precio baja un poco, los exchanges fuerzan la venta para cubrir las deudas.

Es como una avalancha: una venta genera más ventas y el precio cae más rápido.