Pandora's Luck
@pandorasluck.bsky.social
Auditing the AI Brethren via SEC filings and common sense. Focused on the $33B NVIDIA A/R Time Bomb and Oracle’s FCF deficit. Feb 25th is the countdown. Verification: atproto/repo. DMs open for professional collaboration.
Pinned
A thread on Venezuela, Greenland, Oracle, Nvidia and OpenAI:
Venezuela was targeted because of AI. Why? Venezuela possesses the world's largest oil reserves. AI produces no verifiable assets; in fact, it is so far from breaking even that even Microsoft is gasping for air just to keep OpenAI funded.
Venezuela was targeted because of AI. Why? Venezuela possesses the world's largest oil reserves. AI produces no verifiable assets; in fact, it is so far from breaking even that even Microsoft is gasping for air just to keep OpenAI funded.
The Great Divergence: Audit vs. Anchor
1) US Market: Palantir ($PLTR) down ~14.05% in the first 5 sessions of 2026, significantly trailing the AI sector (-3%).
1) US Market: Palantir ($PLTR) down ~14.05% in the first 5 sessions of 2026, significantly trailing the AI sector (-3%).
January 12, 2026 at 3:05 AM
The Great Divergence: Audit vs. Anchor
1) US Market: Palantir ($PLTR) down ~14.05% in the first 5 sessions of 2026, significantly trailing the AI sector (-3%).
1) US Market: Palantir ($PLTR) down ~14.05% in the first 5 sessions of 2026, significantly trailing the AI sector (-3%).
Reposted by Pandora's Luck
JPOW literally said
January 12, 2026 at 12:37 AM
JPOW literally said
I am suprised, Buba &EU&Japan are not playing hardball with the US.
They need to stop crying about Nvidia’s valuation and start protecting their own digital industry. If the US can weaponize the Dollar, EU will weaponize the GPUs next. There. Is that so hard?
They need to stop crying about Nvidia’s valuation and start protecting their own digital industry. If the US can weaponize the Dollar, EU will weaponize the GPUs next. There. Is that so hard?
January 12, 2026 at 12:19 AM
I am suprised, Buba &EU&Japan are not playing hardball with the US.
They need to stop crying about Nvidia’s valuation and start protecting their own digital industry. If the US can weaponize the Dollar, EU will weaponize the GPUs next. There. Is that so hard?
They need to stop crying about Nvidia’s valuation and start protecting their own digital industry. If the US can weaponize the Dollar, EU will weaponize the GPUs next. There. Is that so hard?
Palantir & the Stop-Work-Order
On Jan 7th, Trump signed an Executive Order that effectively weaponizes the audit threat on Palantir.
On Jan 7th, Trump signed an Executive Order that effectively weaponizes the audit threat on Palantir.
January 11, 2026 at 8:26 PM
Palantir & the Stop-Work-Order
On Jan 7th, Trump signed an Executive Order that effectively weaponizes the audit threat on Palantir.
On Jan 7th, Trump signed an Executive Order that effectively weaponizes the audit threat on Palantir.
Palantir: a closer look
PLTR entered October around $184 and surged to an all-time high of $207.52 by November 3, 2025, fueled by DOGE anticipation.
PLTR entered October around $184 and surged to an all-time high of $207.52 by November 3, 2025, fueled by DOGE anticipation.
January 11, 2026 at 7:44 PM
Palantir: a closer look
PLTR entered October around $184 and surged to an all-time high of $207.52 by November 3, 2025, fueled by DOGE anticipation.
PLTR entered October around $184 and surged to an all-time high of $207.52 by November 3, 2025, fueled by DOGE anticipation.
Not to sound too tinfoil-hat-y, but the rumour that Thiel was trying to get with a teenage looksmaxxer from the gen z/alpha right wing youtube bubble has an interesting timing.
January 11, 2026 at 6:58 PM
Not to sound too tinfoil-hat-y, but the rumour that Thiel was trying to get with a teenage looksmaxxer from the gen z/alpha right wing youtube bubble has an interesting timing.
Reposted by Pandora's Luck
Nordic governments are rejecting U.S. President Donald Trump’s assertions that Russian and Chinese vessels are operating near Greenland, warning that the claims are not supported by intelligence and are fueling destabilizing rhetoric.
Nordic officials reportedly dismiss Trump’s Greenland claims
Nordic diplomats tell the FT intelligence shows no Russian or Chinese ship presence near Greenland, challenging Washington’s justification for control.
www.politico.eu
January 11, 2026 at 3:24 PM
Nordic governments are rejecting U.S. President Donald Trump’s assertions that Russian and Chinese vessels are operating near Greenland, warning that the claims are not supported by intelligence and are fueling destabilizing rhetoric.
Reposted by Pandora's Luck
Ronald Reagan’s budget director.
January 11, 2026 at 2:51 PM
Ronald Reagan’s budget director.
Reposted by Pandora's Luck
I was told that the US is running Venezuela now and it would be easy and there'd be lots of money... and now the US govt is telling Americans to get the hell out.
These guys don't even know what a plan is. It's all just wish casting. It's incredible that they currently run the world.
These guys don't even know what a plan is. It's all just wish casting. It's incredible that they currently run the world.
“US citizens should leave Venezuela immediately” … Checking in on the country President Trump executed a coup against a week ago
January 11, 2026 at 5:07 AM
I was told that the US is running Venezuela now and it would be easy and there'd be lots of money... and now the US govt is telling Americans to get the hell out.
These guys don't even know what a plan is. It's all just wish casting. It's incredible that they currently run the world.
These guys don't even know what a plan is. It's all just wish casting. It's incredible that they currently run the world.
Reposted by Pandora's Luck
Is build a ballroom you’ll never dance in the equivalent of plant a tree you’ll never climb?
January 10, 2026 at 6:55 PM
Is build a ballroom you’ll never dance in the equivalent of plant a tree you’ll never climb?
Reposted by Pandora's Luck
What a post by the world leaders.. with music and all.. 🎶
Sound on (it’s a screen recording)
Sound on (it’s a screen recording)
January 10, 2026 at 5:33 PM
What a post by the world leaders.. with music and all.. 🎶
Sound on (it’s a screen recording)
Sound on (it’s a screen recording)
Reposted by Pandora's Luck
Lieutenant General Ben Hodges former Commander of the US Army in Europe: "I think we're in a situation where the United States needs Europe to help us, to save us from ourselves, to stand tough against this administration".
"Invading Greenland would be an illegal order."
I fully agree.
"Invading Greenland would be an illegal order."
I fully agree.
January 11, 2026 at 12:40 PM
Lieutenant General Ben Hodges former Commander of the US Army in Europe: "I think we're in a situation where the United States needs Europe to help us, to save us from ourselves, to stand tough against this administration".
"Invading Greenland would be an illegal order."
I fully agree.
"Invading Greenland would be an illegal order."
I fully agree.
Cassandra Unchained - what would Michael Burry do?
November 10, 2025, Burry has essentially completed his Big Short 2.0. He has officially liquidated his hedge fund.
November 10, 2025, Burry has essentially completed his Big Short 2.0. He has officially liquidated his hedge fund.
January 11, 2026 at 1:13 PM
Cassandra Unchained - what would Michael Burry do?
November 10, 2025, Burry has essentially completed his Big Short 2.0. He has officially liquidated his hedge fund.
November 10, 2025, Burry has essentially completed his Big Short 2.0. He has officially liquidated his hedge fund.
SCOTUS Rule incoming
the conservative supermajority is signaling that they are more loyal to the Constitutional separation of powers than to the President's "Mister Tariff" persona.
the conservative supermajority is signaling that they are more loyal to the Constitutional separation of powers than to the President's "Mister Tariff" persona.
January 11, 2026 at 12:58 PM
SCOTUS Rule incoming
the conservative supermajority is signaling that they are more loyal to the Constitutional separation of powers than to the President's "Mister Tariff" persona.
the conservative supermajority is signaling that they are more loyal to the Constitutional separation of powers than to the President's "Mister Tariff" persona.
Reposted by Pandora's Luck
He kidnapped the president of Venezuela for them
And oil companies are like
Meh
And oil companies are like
Meh
January 10, 2026 at 6:41 PM
He kidnapped the president of Venezuela for them
And oil companies are like
Meh
And oil companies are like
Meh
Bessent is trying to run a leveraged buyout on the global order. He’s using the military as the debt and the allies' reserves as the equity. But he forgot that in an LBO, if the asset (global trust in US military protection) collapses, the whole thing goes into Chapter 11.
January 11, 2026 at 12:01 PM
Bessent is trying to run a leveraged buyout on the global order. He’s using the military as the debt and the allies' reserves as the equity. But he forgot that in an LBO, if the asset (global trust in US military protection) collapses, the whole thing goes into Chapter 11.
Reposted by Pandora's Luck
“US citizens should leave Venezuela immediately” … Checking in on the country President Trump executed a coup against a week ago
January 11, 2026 at 1:35 AM
“US citizens should leave Venezuela immediately” … Checking in on the country President Trump executed a coup against a week ago
Good to know that the US military isn't too keen to fight Europe, I guess.
January 11, 2026 at 11:40 AM
Good to know that the US military isn't too keen to fight Europe, I guess.
Oh look - Trump uniting Europe AND South America...
Colombian President Gustavo Petro has once again proposed convening constituent assemblies across several countries—Colombia, Venezuela, Ecuador, and Panama—to revive Simón Bolívar’s vision of Gran Colombia, arguing that together “we would be a power.”
January 11, 2026 at 11:39 AM
Oh look - Trump uniting Europe AND South America...
How many Hail Marys can you throw?
Stephen Miran & Scott Bessent of the CEA - "Yes!"
Stephen Miran & Scott Bessent of the CEA - "Yes!"
January 11, 2026 at 11:36 AM
How many Hail Marys can you throw?
Stephen Miran & Scott Bessent of the CEA - "Yes!"
Stephen Miran & Scott Bessent of the CEA - "Yes!"
Cordon bleu at Mar-a-Lago
Trump returned to Mar-a-Lago last week from Washington, but the atmosphere is ominous. While he auctions off portraits for $2.75M to maintain appearances, the real cordon is regulatory.
Trump returned to Mar-a-Lago last week from Washington, but the atmosphere is ominous. While he auctions off portraits for $2.75M to maintain appearances, the real cordon is regulatory.
January 11, 2026 at 11:09 AM
Cordon bleu at Mar-a-Lago
Trump returned to Mar-a-Lago last week from Washington, but the atmosphere is ominous. While he auctions off portraits for $2.75M to maintain appearances, the real cordon is regulatory.
Trump returned to Mar-a-Lago last week from Washington, but the atmosphere is ominous. While he auctions off portraits for $2.75M to maintain appearances, the real cordon is regulatory.
Monday-Funday. €5 Billion Ghost Order
Jan 12, 2026, the Bundesbank will auction €5 billion in federal treasury discount paper.
1) The New Issue (ISIN DE000BU0E360): A fresh €3 billion 12-month bill.
Jan 12, 2026, the Bundesbank will auction €5 billion in federal treasury discount paper.
1) The New Issue (ISIN DE000BU0E360): A fresh €3 billion 12-month bill.
January 11, 2026 at 10:31 AM
Monday-Funday. €5 Billion Ghost Order
Jan 12, 2026, the Bundesbank will auction €5 billion in federal treasury discount paper.
1) The New Issue (ISIN DE000BU0E360): A fresh €3 billion 12-month bill.
Jan 12, 2026, the Bundesbank will auction €5 billion in federal treasury discount paper.
1) The New Issue (ISIN DE000BU0E360): A fresh €3 billion 12-month bill.
BaFin has officially flagged that individual institutions (*cough* Deutsche Bank *cough*) are now heavily burdened by major loan defaults in their US Commercial Real Estate portfolios.
January 11, 2026 at 10:15 AM
BaFin has officially flagged that individual institutions (*cough* Deutsche Bank *cough*) are now heavily burdened by major loan defaults in their US Commercial Real Estate portfolios.
Oracle is the Bubble Proxy
The AI trade has moved from the equity hype phase to the credit reality phase. If you want to see the bubble's temperature, don't look at Nvidia’s stock price. Look at Oracle ($ORCL) - the official debt-proxy for the entire AI complex.
The AI trade has moved from the equity hype phase to the credit reality phase. If you want to see the bubble's temperature, don't look at Nvidia’s stock price. Look at Oracle ($ORCL) - the official debt-proxy for the entire AI complex.
January 11, 2026 at 1:07 AM
Oracle is the Bubble Proxy
The AI trade has moved from the equity hype phase to the credit reality phase. If you want to see the bubble's temperature, don't look at Nvidia’s stock price. Look at Oracle ($ORCL) - the official debt-proxy for the entire AI complex.
The AI trade has moved from the equity hype phase to the credit reality phase. If you want to see the bubble's temperature, don't look at Nvidia’s stock price. Look at Oracle ($ORCL) - the official debt-proxy for the entire AI complex.