FACTSmatter
@gazansrterrorists.bsky.social
Pinned
"he warned that total margins were narrowing because of AI product sales"
Broadcom at 30 times sales
=The peak valuation of Cisco systems in 2000
= 3 times the peak valuation of hardware darling Sun microsystems, whose CEO later wrote "What were you thinking?"
finance.yahoo.com/news/broadco...
Broadcom at 30 times sales
=The peak valuation of Cisco systems in 2000
= 3 times the peak valuation of hardware darling Sun microsystems, whose CEO later wrote "What were you thinking?"
finance.yahoo.com/news/broadco...
Broadcom Shares Slide After Investors Seek Bigger AI Payoff
The shares fell about 5% after hours on Thursday, reversing earlier gains, following unsettling commentary from Chief Executive Officer Hock Tan on a conference call with analysts. The conference cal...
finance.yahoo.com
December 15, 2025 at 2:02 AM
Reposted by FACTSmatter
“Any plateauing of growth projections or decelerations, we’re going to wind up in a situation where the market says, ‘Ok, there’s an issue here‘.” www.bloomberg.com/news/article...
Wall Street Sees an AI Bubble Forming and Is Gaming What Pops It
It’s been three years since OpenAI set off euphoria over artificial intelligence with the release of ChatGPT. And while the money is still pouring in, so are the doubts about whether the good times ca...
www.bloomberg.com
December 14, 2025 at 4:22 PM
“Any plateauing of growth projections or decelerations, we’re going to wind up in a situation where the market says, ‘Ok, there’s an issue here‘.” www.bloomberg.com/news/article...
youtu.be/DANEhUoeZbE?...
The AI bubble will collapse over the next year
= Causing a stock market crash
= Causing the 10% wealthiest who are 50% of spending to stop spending
= Causing the economy to fall into recession
= Causing the stock market to fall further
= The DOOM LOOP !!!
The AI bubble will collapse over the next year
= Causing a stock market crash
= Causing the 10% wealthiest who are 50% of spending to stop spending
= Causing the economy to fall into recession
= Causing the stock market to fall further
= The DOOM LOOP !!!
Rick Perry's A.I. Company Is Imploding
YouTube video by Wall Street Millennial
youtu.be
December 15, 2025 at 1:31 AM
youtu.be/DANEhUoeZbE?...
The AI bubble will collapse over the next year
= Causing a stock market crash
= Causing the 10% wealthiest who are 50% of spending to stop spending
= Causing the economy to fall into recession
= Causing the stock market to fall further
= The DOOM LOOP !!!
The AI bubble will collapse over the next year
= Causing a stock market crash
= Causing the 10% wealthiest who are 50% of spending to stop spending
= Causing the economy to fall into recession
= Causing the stock market to fall further
= The DOOM LOOP !!!
youtu.be/DANEhUoeZbE?...
"it's different this time" because companies today have earnings.
WRONG!
Intel, Microsoft,Cisco,& Dell were called "The four horsemen" of the internet. They had earnings but their stocks declined by 80%
Today hundreds of stocks tied to AI have NO earnings
= AI Bubble crash
"it's different this time" because companies today have earnings.
WRONG!
Intel, Microsoft,Cisco,& Dell were called "The four horsemen" of the internet. They had earnings but their stocks declined by 80%
Today hundreds of stocks tied to AI have NO earnings
= AI Bubble crash
Rick Perry's A.I. Company Is Imploding
YouTube video by Wall Street Millennial
youtu.be
December 14, 2025 at 10:22 PM
youtu.be/DANEhUoeZbE?...
"it's different this time" because companies today have earnings.
WRONG!
Intel, Microsoft,Cisco,& Dell were called "The four horsemen" of the internet. They had earnings but their stocks declined by 80%
Today hundreds of stocks tied to AI have NO earnings
= AI Bubble crash
"it's different this time" because companies today have earnings.
WRONG!
Intel, Microsoft,Cisco,& Dell were called "The four horsemen" of the internet. They had earnings but their stocks declined by 80%
Today hundreds of stocks tied to AI have NO earnings
= AI Bubble crash
www.bloomberg.com/news/article...
All those retail, individual investor momentum morons are going to get their ass kicked in Nvidia and I'm going to be laughing all the way to the bank
All those retail, individual investor momentum morons are going to get their ass kicked in Nvidia and I'm going to be laughing all the way to the bank
China Is ‘Rejecting’ H200s, Outfoxing US Strategy, Sacks Says
China has figured out the US strategy for allowing it to buy Nvidia Corp.’s H200 and is rejecting the AI chip in favor of domestically developed semiconductors, White House AI czar David Sacks said, c...
www.bloomberg.com
December 14, 2025 at 3:23 AM
www.bloomberg.com/news/article...
All those retail, individual investor momentum morons are going to get their ass kicked in Nvidia and I'm going to be laughing all the way to the bank
All those retail, individual investor momentum morons are going to get their ass kicked in Nvidia and I'm going to be laughing all the way to the bank
hedge funds are loaded to the gills with T-Bonds, which is reflected in the dramatic rise in repurchase debt.
Cayman Island Hedge funds owns $1.5 TRILLION of T-bonds from "Basis Trade" leveraged 100 to 1
=The unwind will cause a spike in Bond yields
= Triggering an Epic Stock Market CRASH !!!
Cayman Island Hedge funds owns $1.5 TRILLION of T-bonds from "Basis Trade" leveraged 100 to 1
=The unwind will cause a spike in Bond yields
= Triggering an Epic Stock Market CRASH !!!
December 13, 2025 at 10:54 PM
hedge funds are loaded to the gills with T-Bonds, which is reflected in the dramatic rise in repurchase debt.
Cayman Island Hedge funds owns $1.5 TRILLION of T-bonds from "Basis Trade" leveraged 100 to 1
=The unwind will cause a spike in Bond yields
= Triggering an Epic Stock Market CRASH !!!
Cayman Island Hedge funds owns $1.5 TRILLION of T-bonds from "Basis Trade" leveraged 100 to 1
=The unwind will cause a spike in Bond yields
= Triggering an Epic Stock Market CRASH !!!
Reposted by FACTSmatter
youtu.be/E8xxGeMGwRk?...
The cruelty of these trumpist assholes Republicans is beyond comprehension
Republicans are the party of:
Greed
Stupidity
Treason
The biggest hypocrites in history
I hope every one of them contracts a horrible disease, and dies a slow painful death
The cruelty of these trumpist assholes Republicans is beyond comprehension
Republicans are the party of:
Greed
Stupidity
Treason
The biggest hypocrites in history
I hope every one of them contracts a horrible disease, and dies a slow painful death
‘All out assault on public health’: Dem Rep. critiques Trump’s health plan & CDC handling
YouTube video by MS NOW
youtu.be
December 13, 2025 at 10:42 PM
youtu.be/E8xxGeMGwRk?...
The cruelty of these trumpist assholes Republicans is beyond comprehension
Republicans are the party of:
Greed
Stupidity
Treason
The biggest hypocrites in history
I hope every one of them contracts a horrible disease, and dies a slow painful death
The cruelty of these trumpist assholes Republicans is beyond comprehension
Republicans are the party of:
Greed
Stupidity
Treason
The biggest hypocrites in history
I hope every one of them contracts a horrible disease, and dies a slow painful death
youtu.be/h-iizzhFgAI?...
If you own Disney, this is your sell signal. Iger has completely lost his mind.
He may have been smart at one point but now he's lost in the AI woods. He has no clue what he's doing and that billion dollars is going to become worth zero in a very short period of time
If you own Disney, this is your sell signal. Iger has completely lost his mind.
He may have been smart at one point but now he's lost in the AI woods. He has no clue what he's doing and that billion dollars is going to become worth zero in a very short period of time
Disney CEO on $1 billion investment in OpenAI: 'This is a good investment for the company'
YouTube video by CNBC Television
youtu.be
December 13, 2025 at 2:47 AM
youtu.be/h-iizzhFgAI?...
If you own Disney, this is your sell signal. Iger has completely lost his mind.
He may have been smart at one point but now he's lost in the AI woods. He has no clue what he's doing and that billion dollars is going to become worth zero in a very short period of time
If you own Disney, this is your sell signal. Iger has completely lost his mind.
He may have been smart at one point but now he's lost in the AI woods. He has no clue what he's doing and that billion dollars is going to become worth zero in a very short period of time
www.bloomberg.com/news/article...
smartest AI experts say the future success of AI will NOT require super huge data centers to perform specialized AI applications.
Many AI models can be run on a laptop.
& we don't need a dozen different large language models
= Open AI going BK
= Stock Crash!
smartest AI experts say the future success of AI will NOT require super huge data centers to perform specialized AI applications.
Many AI models can be run on a laptop.
& we don't need a dozen different large language models
= Open AI going BK
= Stock Crash!
AI Data Center Boom Sparks Fears of Glut Amid Lending Frenzy
Two data center billionaires minted before anything is even built. A borrower seeking a loan for 150% of the construction cost. And companies that are using financial engineering to keep liabilities o...
www.bloomberg.com
December 13, 2025 at 2:11 AM
www.bloomberg.com/news/article...
smartest AI experts say the future success of AI will NOT require super huge data centers to perform specialized AI applications.
Many AI models can be run on a laptop.
& we don't need a dozen different large language models
= Open AI going BK
= Stock Crash!
smartest AI experts say the future success of AI will NOT require super huge data centers to perform specialized AI applications.
Many AI models can be run on a laptop.
& we don't need a dozen different large language models
= Open AI going BK
= Stock Crash!
finance.yahoo.com/news/now-com...
Ellison is finally realizing there is no way to profit by spending $tens of billions on one year's version of Nvidia AI chips
& then a few years later having to replace those chips.
& doing that over and over again.
=There's no way that business model works
Ellison is finally realizing there is no way to profit by spending $tens of billions on one year's version of Nvidia AI chips
& then a few years later having to replace those chips.
& doing that over and over again.
=There's no way that business model works
'We are now committed to a policy of chip neutrality' says Oracle's Larry Ellison
Oracle assures investors it's willing to look beyond Nvidia for AI chips.
finance.yahoo.com
December 13, 2025 at 2:01 AM
finance.yahoo.com/news/now-com...
Ellison is finally realizing there is no way to profit by spending $tens of billions on one year's version of Nvidia AI chips
& then a few years later having to replace those chips.
& doing that over and over again.
=There's no way that business model works
Ellison is finally realizing there is no way to profit by spending $tens of billions on one year's version of Nvidia AI chips
& then a few years later having to replace those chips.
& doing that over and over again.
=There's no way that business model works
youtu.be/zKjo8Oc2qLk?...
" Windows: a slow decline into trash"
= It's unlikely I will ever buy another product from Microsoft. It gets worse and worse with every mandatory "update"
Got to get away from these assholes.
I haven't used my laptop in months.
I only use my phone now
" Windows: a slow decline into trash"
= It's unlikely I will ever buy another product from Microsoft. It gets worse and worse with every mandatory "update"
Got to get away from these assholes.
I haven't used my laptop in months.
I only use my phone now
The Windows 11 Crisis
YouTube video by ColdFusion
youtu.be
December 13, 2025 at 12:20 AM
youtu.be/zKjo8Oc2qLk?...
" Windows: a slow decline into trash"
= It's unlikely I will ever buy another product from Microsoft. It gets worse and worse with every mandatory "update"
Got to get away from these assholes.
I haven't used my laptop in months.
I only use my phone now
" Windows: a slow decline into trash"
= It's unlikely I will ever buy another product from Microsoft. It gets worse and worse with every mandatory "update"
Got to get away from these assholes.
I haven't used my laptop in months.
I only use my phone now
Reposted by FACTSmatter
‘Slower delivery of new facilities can weaken server farm tenants’ near-term cash flows, which in turn scares lenders and pushes up financing costs for developers, making future projects harder to justify.’ www.reuters.com/commentary/b...
December 12, 2025 at 6:04 PM
‘Slower delivery of new facilities can weaken server farm tenants’ near-term cash flows, which in turn scares lenders and pushes up financing costs for developers, making future projects harder to justify.’ www.reuters.com/commentary/b...
Reposted by FACTSmatter
“.. It is truly astonishing that this was allowed to go forward at all,” one Post editor wrote. “Never would I have imagined that the Washington Post would deliberately warp its own journalism and then push these errors out to our audience ..”
@maxtani.bsky.social
www.semafor.com/article/12/1...
@maxtani.bsky.social
www.semafor.com/article/12/1...
December 12, 2025 at 7:53 PM
“.. It is truly astonishing that this was allowed to go forward at all,” one Post editor wrote. “Never would I have imagined that the Washington Post would deliberately warp its own journalism and then push these errors out to our audience ..”
@maxtani.bsky.social
www.semafor.com/article/12/1...
@maxtani.bsky.social
www.semafor.com/article/12/1...
The reason these girls faces are blacked out is because they were minors or victims, or most likely both
GOP = Group Of Pedophiles
Trump is a convicted felon, con man, racist pedophile, who deserves to be in prison, not in our White House
GOP = Group Of Pedophiles
Trump is a convicted felon, con man, racist pedophile, who deserves to be in prison, not in our White House
December 12, 2025 at 11:57 PM
The reason these girls faces are blacked out is because they were minors or victims, or most likely both
GOP = Group Of Pedophiles
Trump is a convicted felon, con man, racist pedophile, who deserves to be in prison, not in our White House
GOP = Group Of Pedophiles
Trump is a convicted felon, con man, racist pedophile, who deserves to be in prison, not in our White House
Life is about perspective!
Perspective is what Warren Buffett has, and what most other investors lack.
You can barely see today's decline on this chart
But, to the myopic morons it's a huge decline.
=The morons will buy the dip yet again
But, this time it will be just the start of a huge CRASH
Perspective is what Warren Buffett has, and what most other investors lack.
You can barely see today's decline on this chart
But, to the myopic morons it's a huge decline.
=The morons will buy the dip yet again
But, this time it will be just the start of a huge CRASH
December 12, 2025 at 6:15 PM
Life is about perspective!
Perspective is what Warren Buffett has, and what most other investors lack.
You can barely see today's decline on this chart
But, to the myopic morons it's a huge decline.
=The morons will buy the dip yet again
But, this time it will be just the start of a huge CRASH
Perspective is what Warren Buffett has, and what most other investors lack.
You can barely see today's decline on this chart
But, to the myopic morons it's a huge decline.
=The morons will buy the dip yet again
But, this time it will be just the start of a huge CRASH
Reposted by FACTSmatter
‘Pinterest has saved 90% of the cost of using brand-name AI by relying on open source models, according to Pinterest CEO Bill Ready.’ www.theinformation.com/briefings/pi...
Pinterest Saving 90% on AI Models Through Open Source, Ready Says
Pinterest has saved 90% of the cost of using brand-name AI by relying on open source models, according to Pinterest CEO Bill Ready.
Speaking in an interview on The Information’s TITV , Ready said ...
www.theinformation.com
December 12, 2025 at 4:25 PM
‘Pinterest has saved 90% of the cost of using brand-name AI by relying on open source models, according to Pinterest CEO Bill Ready.’ www.theinformation.com/briefings/pi...
Reposted by FACTSmatter
‘The scale of the effort — which on the lower end approaches the Chips Act and at the maximum end translates into the largest-ever state-backed semiconductor program conceived — underscores Beijing’s resolve to reduce reliance on foreign chipmakers such as Nvidia.’ www.bloomberg.com/news/article...
China Prepares as Much as $70 Billion in Chip Sector Incentives
China is considering a package of incentives worth as much as $70 billion to bankroll and support its chipmaking industry, pouring more state money into a sector it deems pivotal to its technological ...
www.bloomberg.com
December 12, 2025 at 4:28 PM
‘The scale of the effort — which on the lower end approaches the Chips Act and at the maximum end translates into the largest-ever state-backed semiconductor program conceived — underscores Beijing’s resolve to reduce reliance on foreign chipmakers such as Nvidia.’ www.bloomberg.com/news/article...
Reposted by FACTSmatter
Howard Marks: “One key risk to consider is the possibility that the boom in data center construction will result in a glut. Some data centers may be rendered uneconomic, and some owners may go bankrupt.” www.bloomberg.com/news/article...
AI Data Center Boom Sparks Fears of Glut Amid Lending Frenzy
Two data center billionaires minted before anything is even built. A borrower seeking a loan for 150% of the construction cost. And companies that are using financial engineering to keep liabilities o...
www.bloomberg.com
December 12, 2025 at 4:33 PM
Howard Marks: “One key risk to consider is the possibility that the boom in data center construction will result in a glut. Some data centers may be rendered uneconomic, and some owners may go bankrupt.” www.bloomberg.com/news/article...
For all the fools who think the FED will save them from losing their money as the AI Ponzi scheme pops, & the stock market collapses during the Trump depression
= Fed funds rate went from 6% to 2% while QQQ dropped by 80%
Same type thing happened from 2007 to 2009 rates to zero while stocks crashed
= Fed funds rate went from 6% to 2% while QQQ dropped by 80%
Same type thing happened from 2007 to 2009 rates to zero while stocks crashed
December 12, 2025 at 2:05 AM
For all the fools who think the FED will save them from losing their money as the AI Ponzi scheme pops, & the stock market collapses during the Trump depression
= Fed funds rate went from 6% to 2% while QQQ dropped by 80%
Same type thing happened from 2007 to 2009 rates to zero while stocks crashed
= Fed funds rate went from 6% to 2% while QQQ dropped by 80%
Same type thing happened from 2007 to 2009 rates to zero while stocks crashed
"he warned that total margins were narrowing because of AI product sales"
Broadcom at 30 times sales
=The peak valuation of Cisco systems in 2000
= 3 times the peak valuation of hardware darling Sun microsystems, whose CEO later wrote "What were you thinking?"
finance.yahoo.com/news/broadco...
Broadcom at 30 times sales
=The peak valuation of Cisco systems in 2000
= 3 times the peak valuation of hardware darling Sun microsystems, whose CEO later wrote "What were you thinking?"
finance.yahoo.com/news/broadco...
Broadcom Shares Slide After Investors Seek Bigger AI Payoff
The shares fell about 5% after hours on Thursday, reversing earlier gains, following unsettling commentary from Chief Executive Officer Hock Tan on a conference call with analysts. The conference cal...
finance.yahoo.com
December 12, 2025 at 1:32 AM
"he warned that total margins were narrowing because of AI product sales"
Broadcom at 30 times sales
=The peak valuation of Cisco systems in 2000
= 3 times the peak valuation of hardware darling Sun microsystems, whose CEO later wrote "What were you thinking?"
finance.yahoo.com/news/broadco...
Broadcom at 30 times sales
=The peak valuation of Cisco systems in 2000
= 3 times the peak valuation of hardware darling Sun microsystems, whose CEO later wrote "What were you thinking?"
finance.yahoo.com/news/broadco...
