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AI Stocks Pull Enron Accounting Tricks $MRVL soared +15% after hours on words, not earnings but on HFV Key 🚩: • 94% of GAAP profit = one-time gain • Where’s the cash 💵? • DSO up ~30% (Actual Enron Video on HFV) Full Report:

The Coastal Journal

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The bond market and the equity market are telling different stories. One is wrong. Scott Galloway, Scott Galloway on Prof G Markets: 94% of recent S&P gains came from AI stocks. Every one of those is priced on future cash flows. At 2% rates, a dollar of AI revenue 10 years out is worth 90 cents today. At 6% - where 62% of BofA fund managers expect 30-year yields to land - that same dollar is worth 45 cents. Bond investors are pricing the inflation. Equity investors are not. The gap closes eventually. Full podcast brief available for free -

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Qullamaggie on Big Revenue Growth Equals Big Moves “Well look, the longer time frame you have on your trades, the more you need to focus on fundamentals and not just momentum. And you want stocks, you know, if you’re gonna hold the stock for many months and even quarters. You know there needs to be a reason for the stock to go up rather than just random momentum. Like, shorter term swing trading, you can just use momentum. You don’t need any fundamentals. But you know, to catch a mover like this, you know something goes up several hundred percent in a short amount of time. You know you need fuel. The stock needs, uh, to have a reason to go up. And the fuel many times is earnings, big earnings and revenue growth, and obviously big volume. You know some of my biggest winners: Fastly, Livongo, those stocks. These stocks went up 200, 300% after my entry. And these had big, you know, they had a lot of fuel or rocket fuel. And it’s called earnings and revenue growth. Now Fastly doesn’t have any earnings, but it had, you know, pretty good revenue growth. Livongo has enormous revenue growth and even earnings growth. Like a lot of these stocks that have made big moves, like Fiverr again. Big revenue growth and now it’s getting earnings too. GSX too. This thing has very big earnings and revenue growth, even though a lot of, you know, people call it a fraud. But like, look at the numbers right. This is the reason the stock is up, or was up almost 1,000% uh, in less than a year. Is because of this, look at the revenue growth. These are the stocks that make big moves. So you know, I try to focus on stocks that have big earnings and revenue growth. Primarily revenue growth, they don’t need to have earnings, but earnings if they have earnings, that’s a good thing. W too, well W was a bit trickier, because it had a slow quarter here. But now like, look at the numbers: 300% Rev, EPS growth 84% revenue growth. These are the stocks that make big moves. Overstock, hundred and ten percent revenue growth last quarter, and the market sniffed it out. This is why the stock went up two thousand percent before the earnings report. And you, you know, that’s something. If you study the big movers over the past, you know, 10, 20 years, you’ll see that most of the big movers, not all of them, but most of them had big revenue and big earnings growth.”

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Lone

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🚨 YOU’VE BEEN LIED TO - RICKY GERVAIS WAS A FULL-ON ’80s POP STAR Before stand-up. Before The Office. Before torching Hollywood - Ricky Gervais was the frontman of Seona Dancing, an actual 80's synth-pop act signed to London Records. Not a joke. Not a skit. Not AI. This was taken seriously at the time. Real music. Real major label deal. Did this stint accidentally set up one of the greatest comedy careers of all time?

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Big Tech is hiding $1.65 trillion in debt with the same accounting trick that destroyed Enron. We're talking about Alphabet, Microsoft, Amazon, Meta, and Oracle. Five companies sitting inside almost every index fund and retirement account. And the five of them are carrying around $1.65 TRILLION in debt that never shows up on their balance sheets. That number is roughly 8x bigger than it was four years ago. And it is larger than all the debt they actually report, which sits near $1.35 trillion. So the debt they hide is now BIGGER than the debt they admit to. Meta is the worst of the group. It has about $420 billion parked off its books, nearly triple what it shows investors on paper. But where does $1.65 trillion in debt even go to disappear? The trick is simple: When one of these companies signs a multi-year deal to buy GPUs and servers, or leases a massive data center that has not opened yet, the accounting rules let them keep that obligation off the balance sheet until the facility actually goes live. The money is promised. The contracts are signed. The bill is real. It just does not count as debt yet. They basically book the ambition today and hide the liability until later. That makes current profit look bigger and the balance sheet look cleaner than either one really is. And every part of it is completely legal... Enron literally ran the same play. It pushed its debt into vehicles that sat off the books, so the profits looked incredible while the real obligations stacked up where investors could not see them. When it finally unraveled, it became the biggest corporate collapse of its era. Bloomberg Law said themselves that Big Tech's AI spending spree is reviving the accounting devices that destroyed Enron. And the smart money is already nervous: - Morgan Stanley flagged the ballooning data center leases as a major risk in an investor report - Moody's warned that all these pre-opening lease commitments could pile pressure onto companies that look untouchable right now - The Bank for International Settlements gave the practice its own name, they call it shadow borrowing. When the Nikkei investigation asked all five companies to explain the numbers, every single one of them refused to comment. So why does this matter while the market keeps ripping? Because the whole thing only works while the data centers fill up. Every one of these contracts assumes AI demand keeps climbing forever. The second that demand slows, the companies still owe for every leased building and every GPU order they signed. The revenue softens and the bill doesn't move. That is the moment the hidden $1.65 trillion becomes a real problem. And the crack almost never shows at the giants first, it shows at the edges: One AI tenant misses a lease payment. One private credit fund writes down a data center loan. One rating agency downgrades the most exposed name in the group. Then everyone remembers the debt was there the whole time. For four years these companies trained investors to watch the cash pile and the profit line. But the figure that actually matters is the $1.65 trillion they moved to a page you were never meant to read - just like Enron.

Big Tech is hiding $1.65 trillion in debt with the same accounting trick that destroyed Enron. We're talking about Alphabet, Microsoft, Amazon, Meta, and Oracle. Five companies sitting inside almost every index fund and retirement account. And the five of them are carrying around $1.65 TRILLION in debt that never shows up on their balance sheets. That number is roughly 8x bigger than it was four years ago. And it is larger than all the debt they actually report, which sits near $1.35 trillion. So the debt they hide is now BIGGER than the debt they admit to. Meta is the worst of the group. It has about $420 billion parked off its books, nearly triple what it shows investors on paper. But where does $1.65 trillion in debt even go to disappear? The trick is simple: When one of these companies signs a multi-year deal to buy GPUs and servers, or leases a massive data center that has not opened yet, the accounting rules let them keep that obligation off the balance sheet until the facility actually goes live. The money is promised. The contracts are signed. The bill is real. It just does not count as debt yet. They basically book the ambition today and hide the liability until later. That makes current profit look bigger and the balance sheet look cleaner than either one really is. And every part of it is completely legal... Enron literally ran the same play. It pushed its debt into vehicles that sat off the books, so the profits looked incredible while the real obligations stacked up where investors could not see them. When it finally unraveled, it became the biggest corporate collapse of its era. Bloomberg Law said themselves that Big Tech's AI spending spree is reviving the accounting devices that destroyed Enron. And the smart money is already nervous: - Morgan Stanley flagged the ballooning data center leases as a major risk in an investor report - Moody's warned that all these pre-opening lease commitments could pile pressure onto companies that look untouchable right now - The Bank for International Settlements gave the practice its own name, they call it shadow borrowing. When the Nikkei investigation asked all five companies to explain the numbers, every single one of them refused to comment. So why does this matter while the market keeps ripping? Because the whole thing only works while the data centers fill up. Every one of these contracts assumes AI demand keeps climbing forever. The second that demand slows, the companies still owe for every leased building and every GPU order they signed. The revenue softens and the bill doesn't move. That is the moment the hidden $1.65 trillion becomes a real problem. And the crack almost never shows at the giants first, it shows at the edges: One AI tenant misses a lease payment. One private credit fund writes down a data center loan. One rating agency downgrades the most exposed name in the group. Then everyone remembers the debt was there the whole time. For four years these companies trained investors to watch the cash pile and the profit line. But the figure that actually matters is the $1.65 trillion they moved to a page you were never meant to read - just like Enron.

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🚨 DEI DISASTER ON FULL DISPLAY! 😂 JP Morgan Chase just fired one of their own DEI executives after she skipped work, went to the Knicks parade, dumped trash on the street like a SLOB, and straight-up stole a limited edition Knicks trash can! Classic. You can’t make this stuff up, folks. These DEI hires are supposed to be “bulletproof” tick the right boxes, rake in the cash, and good luck firing them without getting sued for “racism.” But this one handed them the receipts on a silver platter! Businesses are learning the hard way: Easy to hire, impossible to fire… until they pull a clown move this stupid. Time to ditch the DEI nonsense and hire based on MERIT, not checkboxes

🚨 DEI DISASTER ON FULL DISPLAY! 😂 JP Morgan Chase just fired one of their own DEI executives after she skipped work, went to the Knicks parade, dumped trash on the street like a SLOB, and straight-up stole a limited edition Knicks trash can! Classic. You can’t make this stuff up, folks. These DEI hires are supposed to be “bulletproof” tick the right boxes, rake in the cash, and good luck firing them without getting sued for “racism.” But this one handed them the receipts on a silver platter! Businesses are learning the hard way: Easy to hire, impossible to fire… until they pull a clown move this stupid. Time to ditch the DEI nonsense and hire based on MERIT, not checkboxes

Gunther Eagleman™

107,365 Aufrufe • vor 2 Monaten

VIDEO | Delhi: On PM Narendra Modi's telephonic conversation with Israel's Prime Minister Benjamin Netanyahu, Congress MP Imran Masood says, "He talked to Israel's Prime Minister but did not say even two words on the death of his old friend. This is the first time the nation has seen such a weak Prime Minister. Iran has been one of our oldest strategic partners which provided us with oil at lower costs..." (Full video available on PTI Videos -

VIDEO | Delhi: On PM Narendra Modi's telephonic conversation with Israel's Prime Minister Benjamin Netanyahu, Congress MP Imran Masood says, "He talked to Israel's Prime Minister but did not say even two words on the death of his old friend. This is the first time the nation has seen such a weak Prime Minister. Iran has been one of our oldest strategic partners which provided us with oil at lower costs..." (Full video available on PTI Videos -

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Qullamaggie on Nicolas Darvas and Going Full Margin on One Stock “Nicolas Darvas used to get 200% in a stock; his record is pretty good? Yeah, but for every Darvas, there’s like 1,000 people who bought the wrong stock and blew up. Your number one job as a trader is to not blow up, okay? And by you do that by risk management. I don’t like the people who, you know, that glorify going on margin in a single stock or in a few stocks. It’s just stupid; you will blow up guaranteed. You’re on 200% margin in a stock. You know it goes down 30% overnight, you have lost most of your money. It’s just not worth it. Like in a bull market. There are so many stocks that go up, okay? There’s no reason to be in margin in one or a few stocks. Just look at the moves from the March lows. There’s hundreds of stocks that have doubled tripled quadrupled. There was no reason to be in one single stock. It’s just ridiculous; it’s the dumbest thing ever. Why would you be in a few stocks? I just don’t get the point.”

Qullamaggie on Nicolas Darvas and Going Full Margin on One Stock “Nicolas Darvas used to get 200% in a stock; his record is pretty good? Yeah, but for every Darvas, there’s like 1,000 people who bought the wrong stock and blew up. Your number one job as a trader is to not blow up, okay? And by you do that by risk management. I don’t like the people who, you know, that glorify going on margin in a single stock or in a few stocks. It’s just stupid; you will blow up guaranteed. You’re on 200% margin in a stock. You know it goes down 30% overnight, you have lost most of your money. It’s just not worth it. Like in a bull market. There are so many stocks that go up, okay? There’s no reason to be in margin in one or a few stocks. Just look at the moves from the March lows. There’s hundreds of stocks that have doubled tripled quadrupled. There was no reason to be in one single stock. It’s just ridiculous; it’s the dumbest thing ever. Why would you be in a few stocks? I just don’t get the point.”

Lone

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The Moradabad Eidgah massacre 1980 is one of India's least-studied massacres. Not only were 2500 People slaughtered, but the Muslim brass-trade in Moradabad nearly collapsed. How police opened fire on unarmed Eidgah worshippers, how the government, Media and Judiciary hushed up the atrocity, and the worst investigation report of the massacre. Full Video link here Haque Media

The Moradabad Eidgah massacre 1980 is one of India's least-studied massacres. Not only were 2500 People slaughtered, but the Muslim brass-trade in Moradabad nearly collapsed. How police opened fire on unarmed Eidgah worshippers, how the government, Media and Judiciary hushed up the atrocity, and the worst investigation report of the massacre. Full Video link here Haque Media

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Blizzard AI Mistake Steals Warglaive From 20 Year WoW Player This dude karthak just had the worst day of his 20-year World of Warcraft career. His guild Efficiency finally downed Illidan after seven hours. The warglaives are on the body. He loots them, and he's halfway to achieving his childhood dream. But, the whole thing is live-streamed on Payo's Twitch. to 4,000 viewers. And just 15 minutes after equipping his warglaive, Karthak is banned for six months. Karthak claims innocence, and considering that all of this went down at 3 in the morning Europe time, there is really no question a mass report was involved. It's yet another embarrassing example of the abuse of the mass report system that Blizzard relies upon instead of hiring human game masters. Watch the crazy full video on the Payo x Warglaive ban drama 🧵👇

NoHitJerome

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One random click made me rich. Scrolling GitHub at 4am. One C++ file. One wallet. $680K in 4 months. Called kingofcoinflips. 2223 trades since August. Profit curve straight line to the sky. Not a single drawdown. I expected neural networks. Complex hedges. Some kind of magic. → Account: Turned out stupid simple. Bot takes money from 15 minute BTC windows. When Bitcoin on Binance flies in any direction, Polymarket quotes lag 30-90 seconds behind. Bot sees the impulse in reality. Bets on the future that has not arrived on Polymarket yet. Entered at 39 cents. Exited at 75. Repeated. Biggest profit from one trade $65K. In 15 minutes. Iron discipline. Entry always $8K. Does not care won or lost. Next trade exactly the same. Portfolio not just Bitcoin. 35% Ethereum. 15% Solana. Up to 9 positions at once. Funniest part the name. Coinflips. With 90% accuracy this is not a game. This is robbery. Integrated the pattern into my C++ scanner. Now it catches wallets with the same signature. One click at 4am. One file. One life before another after.

One random click made me rich. Scrolling GitHub at 4am. One C++ file. One wallet. $680K in 4 months. Called kingofcoinflips. 2223 trades since August. Profit curve straight line to the sky. Not a single drawdown. I expected neural networks. Complex hedges. Some kind of magic. → Account: Turned out stupid simple. Bot takes money from 15 minute BTC windows. When Bitcoin on Binance flies in any direction, Polymarket quotes lag 30-90 seconds behind. Bot sees the impulse in reality. Bets on the future that has not arrived on Polymarket yet. Entered at 39 cents. Exited at 75. Repeated. Biggest profit from one trade $65K. In 15 minutes. Iron discipline. Entry always $8K. Does not care won or lost. Next trade exactly the same. Portfolio not just Bitcoin. 35% Ethereum. 15% Solana. Up to 9 positions at once. Funniest part the name. Coinflips. With 90% accuracy this is not a game. This is robbery. Integrated the pattern into my C++ scanner. Now it catches wallets with the same signature. One click at 4am. One file. One life before another after.

Marlow

79,353 Aufrufe • vor 8 Monaten

Qatar Airways heard our prayers (or maybe just the backlog of complaints).... operations ramping up TODAY with ~60 flights ex-Doha on March 18 AND 19! From ghost-town schedule to almost-normal-ish in one jump... Transit pax allowed again, network slowly waking up after the airspace shutdown nightmare. Still far from full beast mode, but hey, better than 15 flights a day. IMO: Finally some movement, but let's see if the planes actually leave on time.

Qatar Airways heard our prayers (or maybe just the backlog of complaints).... operations ramping up TODAY with ~60 flights ex-Doha on March 18 AND 19! From ghost-town schedule to almost-normal-ish in one jump... Transit pax allowed again, network slowly waking up after the airspace shutdown nightmare. Still far from full beast mode, but hey, better than 15 flights a day. IMO: Finally some movement, but let's see if the planes actually leave on time.

Fahad Naim

125,020 Aufrufe • vor 5 Monaten

AI BUBBLE IS BIGGER THAN DOTCOM. Shiller CAPE: 42.32. Last seen in 1999. Buffett Indicator: 229.9% vs 146% in 2000. 1.6x worse. Top 10 stocks: 41% of S&P vs 23% in 2000. Margin debt: $1.28T = 4.1% GDP vs 2.7% in 2000. Margin debt peaked Jan 2026 and dropped 4.5% in two months. S&P dropped 5.9% in the same window. Last time margin debt rolled over before the market? 2000. 2007. In 2000, Lucent helped finance customers who bought Lucent equipment. In 2026, Nvidia invests in companies that buy Nvidia chips. Same loop. Different label. Buffett is sitting on $325B in cash and selling stocks. He is reading the same math. One bad earnings report on AI spending and the repricing starts. With 41% of the index in the same trade, there is nowhere clean to hide. When the next move becomes clear, I'll post it here first. Follow and turn notifications on.

AI BUBBLE IS BIGGER THAN DOTCOM. Shiller CAPE: 42.32. Last seen in 1999. Buffett Indicator: 229.9% vs 146% in 2000. 1.6x worse. Top 10 stocks: 41% of S&P vs 23% in 2000. Margin debt: $1.28T = 4.1% GDP vs 2.7% in 2000. Margin debt peaked Jan 2026 and dropped 4.5% in two months. S&P dropped 5.9% in the same window. Last time margin debt rolled over before the market? 2000. 2007. In 2000, Lucent helped finance customers who bought Lucent equipment. In 2026, Nvidia invests in companies that buy Nvidia chips. Same loop. Different label. Buffett is sitting on $325B in cash and selling stocks. He is reading the same math. One bad earnings report on AI spending and the repricing starts. With 41% of the index in the same trade, there is nowhere clean to hide. When the next move becomes clear, I'll post it here first. Follow and turn notifications on.

Nonzee

299,479 Aufrufe • vor 3 Monaten