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🚨 Canada’s Spring Economic Update Summary 1. Liberals: “Deficit down $11.5 billion.” Reality: The deficit is still $66.9 BILLION. It’s lower than their own inflated projection. They’re celebrating missing their target by less. 2. Liberals: “Responsible fiscal management.” Reality: $37+ billion in NEW spending added on top. Still no...

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Mario Zelaya

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15,906 просмотров • 3 месяцев назад •via X (Twitter)

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BREAKING: Carney just announced Canada's first "sovereign wealth fund." Called the "Canada Strong Fund." But here’s the reality of it: Every real sovereign wealth fund is built from surplus. Norway: oil profits. Abu Dhabi: oil profits. Singapore: trade surpluses. Canada's version? Built from borrowed money. We're running a $78 billion deficit. $1.2 trillion in debt. More than half of it accumulated in the last decade, under the Liberals & Carney’s advice A wealth fund requires wealth. We don't have wealth. We have the most debt Canadians have ever carried in history. THIS IS A SOVEREIGN DEBT FUND. PS. There’s a reason Norway didn't need to name their fund. Carney is excellent at rebranding debt.
1:42

BREAKING: Carney just announced Canada's first "sovereign wealth fund." Called the "Canada Strong Fund." But here’s the reality of it: Every real sovereign wealth fund is built from surplus. Norway: oil profits. Abu Dhabi: oil profits. Singapore: trade surpluses. Canada's version? Built from borrowed money. We're running a $78 billion deficit. $1.2 trillion in debt. More than half of it accumulated in the last decade, under the Liberals & Carney’s advice A wealth fund requires wealth. We don't have wealth. We have the most debt Canadians have ever carried in history. THIS IS A SOVEREIGN DEBT FUND. PS. There’s a reason Norway didn't need to name their fund. Carney is excellent at rebranding debt.

Mario Zelaya

101,768 просмотров • 3 месяцев назад

UNBELIEVABLE! 😡 MP Stephanie Kusie absolutely GRILLS the Liberal government for HIDING a whopping $140 BILLION in new spending, while they pat themselves on the back calling it an “investment” through their pathetic $12.4 BILLION grocery rebate that does NOTHING to actually lower food prices! According to the PBO, this rebate costs taxpayers $12.4B over 5 years, yet food inflation has DOUBLED under the Liberals, making Canada the G7’s food inflation capital! Families are shelling out up to $1,000 MORE on groceries in 2026 alone, per reports. The debate EXPLODES over true Canadian values, with Kusie firing back: “True Canadian values mean… HONEST spending!” But Liberals? Their spending is ANYTHING BUT HONEST! We’re talking a massive $78 BILLION deficit this fiscal year, public debt charges skyrocketing to $53.4 BILLION, and $94 BILLION in misclassified operating expenses exposed by the PBO. And for what? Unlimited cash thrown at every woke ideology imaginable—FOR ANY COUNTRY EXCEPT CANADA! Our kids’ futures are being mortgaged for this nonsense while Canadians line up at food banks in record numbers. ENOUGH IS ENOUGH! Are YOU fed up with this reckless waste? RT if you’re furious, tag a friend, and let’s demand accountability! #LiberalCorruption #AxeTheTax #TrudeauMustGo #CarneyFail #CanadianValues #cdnpoli
2:37

UNBELIEVABLE! 😡 MP Stephanie Kusie absolutely GRILLS the Liberal government for HIDING a whopping $140 BILLION in new spending, while they pat themselves on the back calling it an “investment” through their pathetic $12.4 BILLION grocery rebate that does NOTHING to actually lower food prices! According to the PBO, this rebate costs taxpayers $12.4B over 5 years, yet food inflation has DOUBLED under the Liberals, making Canada the G7’s food inflation capital! Families are shelling out up to $1,000 MORE on groceries in 2026 alone, per reports. The debate EXPLODES over true Canadian values, with Kusie firing back: “True Canadian values mean… HONEST spending!” But Liberals? Their spending is ANYTHING BUT HONEST! We’re talking a massive $78 BILLION deficit this fiscal year, public debt charges skyrocketing to $53.4 BILLION, and $94 BILLION in misclassified operating expenses exposed by the PBO. And for what? Unlimited cash thrown at every woke ideology imaginable—FOR ANY COUNTRY EXCEPT CANADA! Our kids’ futures are being mortgaged for this nonsense while Canadians line up at food banks in record numbers. ENOUGH IS ENOUGH! Are YOU fed up with this reckless waste? RT if you’re furious, tag a friend, and let’s demand accountability! #LiberalCorruption #AxeTheTax #TrudeauMustGo #CarneyFail #CanadianValues #cdnpoli

JayGen 𝕏 er🇨🇦

18,899 просмотров • 5 месяцев назад

WTF is wrong with these Liberals?! 😡 For 11 straight years under Trudeau (and now Carney?!), they’ve been sabotaging Canada’s future by turning EVERYTHING into an anti-Trump circus. Blaming the “big bad orange man” for our messes while ignoring their own epic failures. Newsflash: Trump’s only been back in power since 2025, but our economic decay? That’s on 11 years of Liberal incompetence! This didn’t happen overnight—it built up through endless scandals, bloated spending, and alienating our biggest trade partner. And now, with the CUSMA review hitting July 1, 2026, they’re STILL poking the bear down south? Saskatchewan Premier Scott Moe nailed it: Our trade relationship with the US is “strong” and “very advantageous” as long as CUSMA stays intact. Both countries benefit HUGE—Canada exports over $400 billion in goods to the US annually (as of 2025), supporting millions of jobs in industries, for workers, and families. Daily cross-border trade? A whopping $3.6 billion CAD in goods and services! Keeping CUSMA means duty-free access for $294 billion in industrial goods and $87 billion in energy exports. But Liberals’ constant US-bashing risks it all. Why destroy a pact that boosts our GDP by $6.8 billion and secures energy security? It’s like they’re hell-bent on tanking us! Canadians, wake up—this is YOUR economy on the line. Who’s with me? RT if you’re furious! #LiberalFail #SaveCUSMA #CanadaFirst #TrudeauLegacy #MoeIsRight #USCanadaTrade
1:16

WTF is wrong with these Liberals?! 😡 For 11 straight years under Trudeau (and now Carney?!), they’ve been sabotaging Canada’s future by turning EVERYTHING into an anti-Trump circus. Blaming the “big bad orange man” for our messes while ignoring their own epic failures. Newsflash: Trump’s only been back in power since 2025, but our economic decay? That’s on 11 years of Liberal incompetence! This didn’t happen overnight—it built up through endless scandals, bloated spending, and alienating our biggest trade partner. And now, with the CUSMA review hitting July 1, 2026, they’re STILL poking the bear down south? Saskatchewan Premier Scott Moe nailed it: Our trade relationship with the US is “strong” and “very advantageous” as long as CUSMA stays intact. Both countries benefit HUGE—Canada exports over $400 billion in goods to the US annually (as of 2025), supporting millions of jobs in industries, for workers, and families. Daily cross-border trade? A whopping $3.6 billion CAD in goods and services! Keeping CUSMA means duty-free access for $294 billion in industrial goods and $87 billion in energy exports. But Liberals’ constant US-bashing risks it all. Why destroy a pact that boosts our GDP by $6.8 billion and secures energy security? It’s like they’re hell-bent on tanking us! Canadians, wake up—this is YOUR economy on the line. Who’s with me? RT if you’re furious! #LiberalFail #SaveCUSMA #CanadaFirst #TrudeauLegacy #MoeIsRight #USCanadaTrade

JayGen 𝕏 er🇨🇦

22,675 просмотров • 5 месяцев назад

🚨 Someone just absolutely TORCHED Mark Carney’s hype reel… and it’s brutal. “2025 was a year of:” •Cutting your taxes → $11 for the average Canadian •Building more affordable homes → Zero homes delivered •Diversifying trade → Zero trade deals •Fast-tracking major projects → 1 office opened •Making streets safer → Crime at record levels •Supporting Canadian workers → Thousands of jobs lost •Investing in the Armed Forces → Tampons still required in make washrooms •Attracting massive investment → $85 BILLION left Canada •Building one Canadian economy → Still 13 separate economies after 8 months •Empowering Canadians → Canada Fallen This is what Carney’s “progress” actually looks like. Liberals want you to believe the hype. Reality says otherwise. Watch this savage edit 👇🤣 #cdnpoli #MarkCarney #LiberalFailure #CanadaFallen #TaxpayerMoney
0:43

🚨 Someone just absolutely TORCHED Mark Carney’s hype reel… and it’s brutal. “2025 was a year of:” •Cutting your taxes → $11 for the average Canadian •Building more affordable homes → Zero homes delivered •Diversifying trade → Zero trade deals •Fast-tracking major projects → 1 office opened •Making streets safer → Crime at record levels •Supporting Canadian workers → Thousands of jobs lost •Investing in the Armed Forces → Tampons still required in make washrooms •Attracting massive investment → $85 BILLION left Canada •Building one Canadian economy → Still 13 separate economies after 8 months •Empowering Canadians → Canada Fallen This is what Carney’s “progress” actually looks like. Liberals want you to believe the hype. Reality says otherwise. Watch this savage edit 👇🤣 #cdnpoli #MarkCarney #LiberalFailure #CanadaFallen #TaxpayerMoney

JayGen 𝕏 er🇨🇦

87,863 просмотров • 2 месяцев назад

Trudeau’s government is wasting $10.7 billion—here’s exactly where your money is going You ever notice how Justin Trudeau’s Liberals can never seem to find the money to give hardworking Canadians a break? They say there’s no cash to cut taxes, no relief for skyrocketing grocery bills, and no way to ease the burden of carbon taxes. But somehow, when it comes to throwing billions at pet projects, shady corporate handouts, and failed socialist experiments, the money never runs dry. A new report from the Fraser Institute exposes just how badly the Trudeau Liberals are wasting $10.7 billion this year alone on programs that don’t work and never will. That’s $10.7 billion in taxpayer money flushed down the drain while regular Canadians struggle to pay rent. So, where’s all this money going? Let’s take a look at the worst of it: $1.5 billion – The Regional Development Agencies Slush Fund These agencies are supposed to stimulate local economies, but in reality, they’re just government bureaucrats handing out taxpayer dollars to businesses they think deserve it. There are seven of these agencies spread across the country, employing 1,977 bureaucrats whose job is to "support" the economy by deciding who gets free money. In 2024-25 alone, they will burn through $1.5 billion. There’s zero proof that any of this actually helps businesses grow, but it sure does keep Liberal-aligned companies well-fed! $1.7 billion – Liberal Media Bailouts The federal government has been pouring $1.7 billion into propping up legacy media that nobody watches or reads anymore. That includes: • $1.4 billion straight into the CBC—which, let’s be honest, has become little more than Trudeau’s personal propaganda arm. • $86.5 million for the Canada Periodical Fund, which props up dying newspapers. • $154.1 million for the Canada Media Fund, which funds “diverse voices” that all just happen to parrot Liberal talking points. • $65 million for the Journalism Labour Tax Credit, basically paying journalists' salaries so they can continue pushing Trudeau’s agenda. And yet, despite these bailouts, newsrooms are still closing and journalists are still losing their jobs. Maybe because nobody wants to watch state-funded propaganda? $600 million – EV Rebates for the Rich Trudeau is using $600 million of your tax dollars to subsidize electric vehicle purchases for people who can already afford them. The reality? Most of these subsidies go to the wealthiest 20% of households. Meanwhile, everyday Canadians struggling to put gas in their vehicles get hit with a carbon tax instead. $340 million – The “2 Billion Trees” Scam Trudeau promised two billion trees to fight climate change. Sounds nice, right? Well, surprise surprise—his government is nowhere near hitting the target. An audit found they had only planted 2.3% of the trees promised—despite already blowing $480.5 million on the program. Where did that money go? Bureaucrats, consultants, and failed contracts, of course. $3.5 billion – The Canada Infrastructure Bank Disaster Trudeau created the Canada Infrastructure Bank (CIB) in 2017, promising to "build" the country’s economy. Seven years later, they’ve only completed TWO projects worth a grand total of $93.2 million—out of $13.2 billion in approved investments. That means less than 1% of the money has actually gone to infrastructure, while CIB executives and bureaucrats pocket six-figure salaries. What a joke! $2.4 billion – The “Strategic Innovation Fund” Corporate Giveaway This fund is supposed to drive “innovation,” but what it really does is pick winners and losers in the economy based on political connections. Since 2017, it has handed out $9.5 billion to 129 projects—most of which are non-repayable. Meaning: corporations get free money, while regular Canadians get stuck with the bill. $202 million – The “Global Innovation Clusters” Boondoggle Trudeau’s government set up five “innovation clusters” that were supposed to add $50 billion to Canada’s GDP. But even the Parliamentary Budget Officer admitted the real number is closer to $18 billion—and that’s optimistic. Meanwhile, nearly $2 billion has been poured into these clusters since 2018, and there’s zero proof they’ve accomplished anything. $530 million – The Green Municipal Fund (GMF) “Climate Grift” This fund hands out money to municipalities to supposedly support “green projects,” but half of the money doesn’t even go to projects that reduce emissions. The government has funded climate activism, diversity mentorships, and home tours of “climate-friendly” houses. This isn’t about reducing carbon—it’s about funneling money to Liberal-friendly activist groups. The Bottom Line? Trudeau’s Government is Burning Your Money. These eight programs alone waste $10.7 billion this year. And that’s just the tip of the iceberg. Meanwhile, the Liberals tell us there’s “no money” to lower taxes. “No money” to scrap the carbon tax. “No money” to stop inflation from driving families into food banks. REPORT by Sheila Gunn Reid:
6:04

Trudeau’s government is wasting $10.7 billion—here’s exactly where your money is going You ever notice how Justin Trudeau’s Liberals can never seem to find the money to give hardworking Canadians a break? They say there’s no cash to cut taxes, no relief for skyrocketing grocery bills, and no way to ease the burden of carbon taxes. But somehow, when it comes to throwing billions at pet projects, shady corporate handouts, and failed socialist experiments, the money never runs dry. A new report from the Fraser Institute exposes just how badly the Trudeau Liberals are wasting $10.7 billion this year alone on programs that don’t work and never will. That’s $10.7 billion in taxpayer money flushed down the drain while regular Canadians struggle to pay rent. So, where’s all this money going? Let’s take a look at the worst of it: $1.5 billion – The Regional Development Agencies Slush Fund These agencies are supposed to stimulate local economies, but in reality, they’re just government bureaucrats handing out taxpayer dollars to businesses they think deserve it. There are seven of these agencies spread across the country, employing 1,977 bureaucrats whose job is to "support" the economy by deciding who gets free money. In 2024-25 alone, they will burn through $1.5 billion. There’s zero proof that any of this actually helps businesses grow, but it sure does keep Liberal-aligned companies well-fed! $1.7 billion – Liberal Media Bailouts The federal government has been pouring $1.7 billion into propping up legacy media that nobody watches or reads anymore. That includes: • $1.4 billion straight into the CBC—which, let’s be honest, has become little more than Trudeau’s personal propaganda arm. • $86.5 million for the Canada Periodical Fund, which props up dying newspapers. • $154.1 million for the Canada Media Fund, which funds “diverse voices” that all just happen to parrot Liberal talking points. • $65 million for the Journalism Labour Tax Credit, basically paying journalists' salaries so they can continue pushing Trudeau’s agenda. And yet, despite these bailouts, newsrooms are still closing and journalists are still losing their jobs. Maybe because nobody wants to watch state-funded propaganda? $600 million – EV Rebates for the Rich Trudeau is using $600 million of your tax dollars to subsidize electric vehicle purchases for people who can already afford them. The reality? Most of these subsidies go to the wealthiest 20% of households. Meanwhile, everyday Canadians struggling to put gas in their vehicles get hit with a carbon tax instead. $340 million – The “2 Billion Trees” Scam Trudeau promised two billion trees to fight climate change. Sounds nice, right? Well, surprise surprise—his government is nowhere near hitting the target. An audit found they had only planted 2.3% of the trees promised—despite already blowing $480.5 million on the program. Where did that money go? Bureaucrats, consultants, and failed contracts, of course. $3.5 billion – The Canada Infrastructure Bank Disaster Trudeau created the Canada Infrastructure Bank (CIB) in 2017, promising to "build" the country’s economy. Seven years later, they’ve only completed TWO projects worth a grand total of $93.2 million—out of $13.2 billion in approved investments. That means less than 1% of the money has actually gone to infrastructure, while CIB executives and bureaucrats pocket six-figure salaries. What a joke! $2.4 billion – The “Strategic Innovation Fund” Corporate Giveaway This fund is supposed to drive “innovation,” but what it really does is pick winners and losers in the economy based on political connections. Since 2017, it has handed out $9.5 billion to 129 projects—most of which are non-repayable. Meaning: corporations get free money, while regular Canadians get stuck with the bill. $202 million – The “Global Innovation Clusters” Boondoggle Trudeau’s government set up five “innovation clusters” that were supposed to add $50 billion to Canada’s GDP. But even the Parliamentary Budget Officer admitted the real number is closer to $18 billion—and that’s optimistic. Meanwhile, nearly $2 billion has been poured into these clusters since 2018, and there’s zero proof they’ve accomplished anything. $530 million – The Green Municipal Fund (GMF) “Climate Grift” This fund hands out money to municipalities to supposedly support “green projects,” but half of the money doesn’t even go to projects that reduce emissions. The government has funded climate activism, diversity mentorships, and home tours of “climate-friendly” houses. This isn’t about reducing carbon—it’s about funneling money to Liberal-friendly activist groups. The Bottom Line? Trudeau’s Government is Burning Your Money. These eight programs alone waste $10.7 billion this year. And that’s just the tip of the iceberg. Meanwhile, the Liberals tell us there’s “no money” to lower taxes. “No money” to scrap the carbon tax. “No money” to stop inflation from driving families into food banks. REPORT by Sheila Gunn Reid:

Rebel News

35,452 просмотров • 1 год назад

The Liberals just sacrificed a million Canadian jobs to save themselves A million Canadians on the chopping block, and the Liberals’ priority is themselves. We are again, watching the Liberals light the country on fire to warm themselves. Canada is staring down the barrel of a tariff war with the United States thanks to the Liberals' mismanagement and antagonism. And the cost? A million Canadian jobs. That's a million families wondering how they'll put food on the table, a million mortgages, car payments, and businesses that could go under. And what's the Liberals' grand plan? They don't seem to have one. Let me tell you what else the Liberals aren't doing: working. They prorogued Parliament. Right when Canadians need their government the most, the Liberals are pulling the plug on democracy so they can focus on backroom deals and palace intrigue, scheming to replace their failed, outgoing disaster of a leader, Justin Trudeau. And it's up to us to bear the pain of it all. Good thing we are gluttons for punishment. And the presumed replacement for Trudeau, Mark Carney, well he knew long ago they would be antagonizing Trump, campaigning against him instead of Conservative leader Pierre Poilievre. That's why months ago, he moved the office of his company Brookfield from Canada to the USA and tried to lie about it. A million Canadians on the chopping block, and the Liberals’ priority is themselves. They didn’t even try to fight for jobs before slamming the brakes on government. Instead, their biggest concern is who will sit in the fancy chair at Rideau Cottage. Canadians be damned. And let’s talk about the Liberal response to this mess. The Liberals just doubled down on anti-American rhetoric. The United States accounts for 76% of our exports, and instead of negotiating like adults, the Liberals are escalating, throwing gasoline on the fire. Trudeau just called Trump "dumb." As if poking the bear that controls our economy is some brilliant diplomatic strategy. Do these people have any idea what they’re doing? This isn’t playground trash talk—this is the livelihoods of millions of Canadians. This entire situation is a crisis of the Liberals’ own making. Donald Trump told them exactly why tariffs were coming. He was very clear. Canada’s border is wide open. Illegal immigration is out of control. Trudeau and his minions let criminals and cartel traffickers waltz into the country. And what was their response? Sanctuary policies, more handouts, and shrieking about “compassion.” Now, reality is slapping them in the face. Trump warned Canada and Mexico: fix your border, or pay the price. Canada didn’t fix a damn thing, and now we’re staring down an economic disaster. And when faced with a million Canadians potentially losing their jobs, the Liberals did what they always do—they bailed on responsibility and looked out for themselves. They prorogued Parliament so they could figure out their own power struggles instead of saving Canadian jobs and now Trudeau says maybe he won't leave as fast as we would like. It’s never been more clear: they don’t work for you. They don’t care about you. They will throw you under the bus to keep their grip on power. Canada needs leadership, but instead, we have a corrupt, self-serving government willing to sacrifice its own people to save its own skin. I hope Canadians are paying attention. Because the Liberals sure aren’t paying attention to us. With Sheila Gunn Reid
7:33

The Liberals just sacrificed a million Canadian jobs to save themselves A million Canadians on the chopping block, and the Liberals’ priority is themselves. We are again, watching the Liberals light the country on fire to warm themselves. Canada is staring down the barrel of a tariff war with the United States thanks to the Liberals' mismanagement and antagonism. And the cost? A million Canadian jobs. That's a million families wondering how they'll put food on the table, a million mortgages, car payments, and businesses that could go under. And what's the Liberals' grand plan? They don't seem to have one. Let me tell you what else the Liberals aren't doing: working. They prorogued Parliament. Right when Canadians need their government the most, the Liberals are pulling the plug on democracy so they can focus on backroom deals and palace intrigue, scheming to replace their failed, outgoing disaster of a leader, Justin Trudeau. And it's up to us to bear the pain of it all. Good thing we are gluttons for punishment. And the presumed replacement for Trudeau, Mark Carney, well he knew long ago they would be antagonizing Trump, campaigning against him instead of Conservative leader Pierre Poilievre. That's why months ago, he moved the office of his company Brookfield from Canada to the USA and tried to lie about it. A million Canadians on the chopping block, and the Liberals’ priority is themselves. They didn’t even try to fight for jobs before slamming the brakes on government. Instead, their biggest concern is who will sit in the fancy chair at Rideau Cottage. Canadians be damned. And let’s talk about the Liberal response to this mess. The Liberals just doubled down on anti-American rhetoric. The United States accounts for 76% of our exports, and instead of negotiating like adults, the Liberals are escalating, throwing gasoline on the fire. Trudeau just called Trump "dumb." As if poking the bear that controls our economy is some brilliant diplomatic strategy. Do these people have any idea what they’re doing? This isn’t playground trash talk—this is the livelihoods of millions of Canadians. This entire situation is a crisis of the Liberals’ own making. Donald Trump told them exactly why tariffs were coming. He was very clear. Canada’s border is wide open. Illegal immigration is out of control. Trudeau and his minions let criminals and cartel traffickers waltz into the country. And what was their response? Sanctuary policies, more handouts, and shrieking about “compassion.” Now, reality is slapping them in the face. Trump warned Canada and Mexico: fix your border, or pay the price. Canada didn’t fix a damn thing, and now we’re staring down an economic disaster. And when faced with a million Canadians potentially losing their jobs, the Liberals did what they always do—they bailed on responsibility and looked out for themselves. They prorogued Parliament so they could figure out their own power struggles instead of saving Canadian jobs and now Trudeau says maybe he won't leave as fast as we would like. It’s never been more clear: they don’t work for you. They don’t care about you. They will throw you under the bus to keep their grip on power. Canada needs leadership, but instead, we have a corrupt, self-serving government willing to sacrifice its own people to save its own skin. I hope Canadians are paying attention. Because the Liberals sure aren’t paying attention to us. With Sheila Gunn Reid

Rebel News

117,078 просмотров • 1 год назад

🚨 Young Canadian just dropped a brutal truth bomb on Mark Carney and the Liberals. The exact demographic that got them elected — seniors over 50 — is now getting screwed: • Cutting Old Age Security (OAS) • Cutting funding for senior citizens’ homes • Cooking the books by putting CPP on the government balance sheet like it’s their money (it’s NOT — it belongs to Canadians) Same week? They announce another couple hundred million to Ukraine… while Ukraine builds a **billion-dollar ski resort** for tourism. Your tax dollars are funding luxury infrastructure abroad while Canadian seniors get the knife and new home builds tank at home. This is what “thank you for electing us” looks like from Carney and the Liberals. Seniors who voted Liberal… still feeling the love? Or are you done? Drop a 🔥 if you’re sick of Canada Last politics. #MarkCarney #LiberalBetrayal #OAS #SeniorCuts #CanadaFirst #UkraineAid #cdnpoli #CarneyHypocrisy
1:50

🚨 Young Canadian just dropped a brutal truth bomb on Mark Carney and the Liberals. The exact demographic that got them elected — seniors over 50 — is now getting screwed: • Cutting Old Age Security (OAS) • Cutting funding for senior citizens’ homes • Cooking the books by putting CPP on the government balance sheet like it’s their money (it’s NOT — it belongs to Canadians) Same week? They announce another couple hundred million to Ukraine… while Ukraine builds a **billion-dollar ski resort** for tourism. Your tax dollars are funding luxury infrastructure abroad while Canadian seniors get the knife and new home builds tank at home. This is what “thank you for electing us” looks like from Carney and the Liberals. Seniors who voted Liberal… still feeling the love? Or are you done? Drop a 🔥 if you’re sick of Canada Last politics. #MarkCarney #LiberalBetrayal #OAS #SeniorCuts #CanadaFirst #UkraineAid #cdnpoli #CarneyHypocrisy

JayGen 𝕏 er🇨🇦

112,894 просмотров • 1 месяц назад

Governor, you’re absolutely right, affordability is no hoax. It’s a harsh reality hitting Maryland families who are already struggling under your big-government policies. Let’s not forget, you inherited a $5.5 billion surplus from Governor Hogan. Yet just nine months ago, you pushed through the largest tax increase in state history, slapping hardworking families with $1.6 billion in new taxes and fees. That is $2 billion in tax and fee increases in the last two years. And then there’s your green energy mandates, which have saddled Maryland with the highest energy bills in the nation, all to pursue extreme climate policies that are not grounded in reality and ignore the everyday costs families are facing. Now, let’s address housing. You keep dodging the real reasons behind skyrocketing prices and demand. Right now, an estimated 60,000 recent non-citizens are on our Medicaid rolls, while hundreds of thousands of illegal immigrants call Maryland home. Maryland schools are now funneling over half a billion dollars into funding for Limited English Proficient students. International migration, both legal and illegal, isn’t just a footnote; it’s driving up demand in a strained housing market, further pushing prices higher. Marylanders want a fair system, fiscal responsibility, and policies that prioritize their needs. They’re tired of watching their friends and family move, while their own financial stability is strained. Maryland doesn't need to be a state in constant decline, that is by choice. Vote smart this year.
0:36

Governor, you’re absolutely right, affordability is no hoax. It’s a harsh reality hitting Maryland families who are already struggling under your big-government policies. Let’s not forget, you inherited a $5.5 billion surplus from Governor Hogan. Yet just nine months ago, you pushed through the largest tax increase in state history, slapping hardworking families with $1.6 billion in new taxes and fees. That is $2 billion in tax and fee increases in the last two years. And then there’s your green energy mandates, which have saddled Maryland with the highest energy bills in the nation, all to pursue extreme climate policies that are not grounded in reality and ignore the everyday costs families are facing. Now, let’s address housing. You keep dodging the real reasons behind skyrocketing prices and demand. Right now, an estimated 60,000 recent non-citizens are on our Medicaid rolls, while hundreds of thousands of illegal immigrants call Maryland home. Maryland schools are now funneling over half a billion dollars into funding for Limited English Proficient students. International migration, both legal and illegal, isn’t just a footnote; it’s driving up demand in a strained housing market, further pushing prices higher. Marylanders want a fair system, fiscal responsibility, and policies that prioritize their needs. They’re tired of watching their friends and family move, while their own financial stability is strained. Maryland doesn't need to be a state in constant decline, that is by choice. Vote smart this year.

Matt Morgan

55,109 просмотров • 6 месяцев назад

Prime Minister Mark Carney announced today that Canada will get its first-ever sovereign wealth fund. But here is the question everyone should be asking. Where does the money come from? Because a sovereign wealth fund — by definition — is built from surplus. Money left over after the government pays its bills. Canada does not have a surplus. Canada is running a histofically high deficit. Carney pointed to Norway. Singapore. Saudi Arabia. Those countries built their funds from budget surpluses largely resource revenue. They had extra money. They invested it. Canada's situation is the opposite. This fund would be seeded with borrowed money. That is not how sovereign wealth funds work. It seems to be a twenty-five billion dollar charge on the national credit card. If a project has a strong business case3 why does the government need to fund it? And if it doesn't why would any government want to? We have been here before. The Canada Infrastructure Bank launched in 2017 thirty-five billion dollars same nation-building language. Same promises of private-sector partnership. It largely underdelivered. what is fundamentally different this time?
1:39

Prime Minister Mark Carney announced today that Canada will get its first-ever sovereign wealth fund. But here is the question everyone should be asking. Where does the money come from? Because a sovereign wealth fund — by definition — is built from surplus. Money left over after the government pays its bills. Canada does not have a surplus. Canada is running a histofically high deficit. Carney pointed to Norway. Singapore. Saudi Arabia. Those countries built their funds from budget surpluses largely resource revenue. They had extra money. They invested it. Canada's situation is the opposite. This fund would be seeded with borrowed money. That is not how sovereign wealth funds work. It seems to be a twenty-five billion dollar charge on the national credit card. If a project has a strong business case3 why does the government need to fund it? And if it doesn't why would any government want to? We have been here before. The Canada Infrastructure Bank launched in 2017 thirty-five billion dollars same nation-building language. Same promises of private-sector partnership. It largely underdelivered. what is fundamentally different this time?

Dimitris Soudas 🇨🇦⚜️🇬🇷☦️ 13.12.1943

27,831 просмотров • 3 месяцев назад

Nvidia is pulling off the most sophisticated financial loop in tech history. They invested $40 BILLION in its own customers in just 5 months. Here's why this could blow up the entire AI economy: Nvidia generated $97 billion in free cash flow last year. Instead of sitting on it, Jensen started writing checks to every company in the AI supply chain. Not small checks. We're talking about billions at a time. And almost every single one of those companies turns around and spends that money on Nvidia chips. Follow the money: $30 billion into OpenAI. OpenAI is one of Nvidia's largest GPU customers and spends billions annually on Nvidia hardware through cloud providers. $2 billion into CoreWeave, a company that exists exclusively to rent out data centers full of Nvidia GPUs. $2 billion into Marvell for silicon photonics that connects Nvidia systems. $2 billion into Lumentum for optical tech that powers Nvidia data centers. $2 billion into Coherent for the same thing. $2 billion into Nebius, an AI cloud company deploying Nvidia infrastructure. $3.2 billion into Corning, the glassmaker building three new US factories specifically to make fiber optic cables for Nvidia's next-gen systems. $2.1 billion into IREN, a data center operator that just agreed to deploy 5 gigawatts of Nvidia-designed infrastructure. And the list goes on. Every single recipient either buys Nvidia chips directly, builds infrastructure that runs on Nvidia chips, or manufactures components that go inside Nvidia systems. Matthew Bryson, an analyst at Wedbush Securities, said in a research note that Nvidia's dealmaking fits "squarely into the circular investment theme." Bloomberg even published an entire interactive feature this week titled "AI Circular Deals: How Microsoft, OpenAI and Nvidia Keep Paying Each Other." The piece maps how capital flows between the same handful of companies and gets counted as revenue multiple times along the way. But here's the part that makes this genuinely complicated: Nvidia's $5 billion investment in Intel from September is now worth over $25 billion. That's a 5x return in months. Their private company portfolio went from $3.4 billion to $22.3 billion on the balance sheet in a single year. They booked $8.9 billion in gains from equity investments alone. So when critics say "circular investing," Nvidia can point to Intel and say "we turned $5 billion into $25 billion, this is just smart capital deployment." And they're not wrong. Some of these bets ARE paying off like crazy. The real question is whether Nvidia is a chipmaker that happens to invest, or a venture fund that happens to sell chips. Because right now Jensen is doing both at a scale that has never existed in the semiconductor industry. No chipmaker in history has EVER invested $40 billion in its own ecosystem in five months. Last fiscal year Nvidia invested $17.5 billion in private companies. Their SEC filing literally says those investments include "AI model companies that purchase its products directly or through cloud service providers." They're saying it themselves: We invest in companies that buy our products. On Nvidia's last earnings call, Jensen told investors their investments are focused on "expanding and deepening our ecosystem reach." Translate that from CEO-speak and it means " we're funding the companies that fund us. The bull case says Nvidia is building an unbreakable moat by financing the entire AI supply chain and ensuring it all runs on Nvidia hardware. The bear case says this is the most elaborate circular revenue scheme since the subprime mortgage era and it all breaks apart the moment one domino falls. Both cases use the exact same evidence.
1:01

Nvidia is pulling off the most sophisticated financial loop in tech history. They invested $40 BILLION in its own customers in just 5 months. Here's why this could blow up the entire AI economy: Nvidia generated $97 billion in free cash flow last year. Instead of sitting on it, Jensen started writing checks to every company in the AI supply chain. Not small checks. We're talking about billions at a time. And almost every single one of those companies turns around and spends that money on Nvidia chips. Follow the money: $30 billion into OpenAI. OpenAI is one of Nvidia's largest GPU customers and spends billions annually on Nvidia hardware through cloud providers. $2 billion into CoreWeave, a company that exists exclusively to rent out data centers full of Nvidia GPUs. $2 billion into Marvell for silicon photonics that connects Nvidia systems. $2 billion into Lumentum for optical tech that powers Nvidia data centers. $2 billion into Coherent for the same thing. $2 billion into Nebius, an AI cloud company deploying Nvidia infrastructure. $3.2 billion into Corning, the glassmaker building three new US factories specifically to make fiber optic cables for Nvidia's next-gen systems. $2.1 billion into IREN, a data center operator that just agreed to deploy 5 gigawatts of Nvidia-designed infrastructure. And the list goes on. Every single recipient either buys Nvidia chips directly, builds infrastructure that runs on Nvidia chips, or manufactures components that go inside Nvidia systems. Matthew Bryson, an analyst at Wedbush Securities, said in a research note that Nvidia's dealmaking fits "squarely into the circular investment theme." Bloomberg even published an entire interactive feature this week titled "AI Circular Deals: How Microsoft, OpenAI and Nvidia Keep Paying Each Other." The piece maps how capital flows between the same handful of companies and gets counted as revenue multiple times along the way. But here's the part that makes this genuinely complicated: Nvidia's $5 billion investment in Intel from September is now worth over $25 billion. That's a 5x return in months. Their private company portfolio went from $3.4 billion to $22.3 billion on the balance sheet in a single year. They booked $8.9 billion in gains from equity investments alone. So when critics say "circular investing," Nvidia can point to Intel and say "we turned $5 billion into $25 billion, this is just smart capital deployment." And they're not wrong. Some of these bets ARE paying off like crazy. The real question is whether Nvidia is a chipmaker that happens to invest, or a venture fund that happens to sell chips. Because right now Jensen is doing both at a scale that has never existed in the semiconductor industry. No chipmaker in history has EVER invested $40 billion in its own ecosystem in five months. Last fiscal year Nvidia invested $17.5 billion in private companies. Their SEC filing literally says those investments include "AI model companies that purchase its products directly or through cloud service providers." They're saying it themselves: We invest in companies that buy our products. On Nvidia's last earnings call, Jensen told investors their investments are focused on "expanding and deepening our ecosystem reach." Translate that from CEO-speak and it means " we're funding the companies that fund us. The bull case says Nvidia is building an unbreakable moat by financing the entire AI supply chain and ensuring it all runs on Nvidia hardware. The bear case says this is the most elaborate circular revenue scheme since the subprime mortgage era and it all breaks apart the moment one domino falls. Both cases use the exact same evidence.

Ricardo

159,113 просмотров • 2 месяцев назад

There’s fiscal indiscipline, and then there’s what Kenya’s Finance Ministry (The National Treasury) does - sneaking in a second Supplementary Budget just two weeks before the end of the financial year. The Executive wants to raise spending by KES 18.24 billion ($140.8 million). Where that last-minute money is going? 🏛️ State House Kenya: Requesting an extra KES 1 billion. 👤 The Deputy President: Seeking authorization for KES 200 million more. 🛡️ Internal Security Ministry: Demanding another KES 1.55 billion. 📚 Education Ministry (Ministry of Education, Kenya (MoE)): Requesting an additional KES 1.5 billion—all of it earmarked for “Quality Assurance and Standards.” This mismatch between spending forecasts and execution reality is nothing new. In 2022, the Treasury projected that the fiscal deficit for FY 25/26 would drop below 4%. Instead, it has ballooned to 6.4%, with next year’s forecast looking just as dismal at 5.5%. With a track record this patchy, can Kenya plausibly hold onto the B3 credit rating upgrade it got from Moody's Ratings in January? As David Rogovic told me, while that upgrade reflected "lower near-term default risk," the rating remains constrained by weak points impossible to ignore: a massive fiscal deficit, a persistent inability to rein in spending, and dangerously weak debt affordability.
5:06

There’s fiscal indiscipline, and then there’s what Kenya’s Finance Ministry (The National Treasury) does - sneaking in a second Supplementary Budget just two weeks before the end of the financial year. The Executive wants to raise spending by KES 18.24 billion ($140.8 million). Where that last-minute money is going? 🏛️ State House Kenya: Requesting an extra KES 1 billion. 👤 The Deputy President: Seeking authorization for KES 200 million more. 🛡️ Internal Security Ministry: Demanding another KES 1.55 billion. 📚 Education Ministry (Ministry of Education, Kenya (MoE)): Requesting an additional KES 1.5 billion—all of it earmarked for “Quality Assurance and Standards.” This mismatch between spending forecasts and execution reality is nothing new. In 2022, the Treasury projected that the fiscal deficit for FY 25/26 would drop below 4%. Instead, it has ballooned to 6.4%, with next year’s forecast looking just as dismal at 5.5%. With a track record this patchy, can Kenya plausibly hold onto the B3 credit rating upgrade it got from Moody's Ratings in January? As David Rogovic told me, while that upgrade reflected "lower near-term default risk," the rating remains constrained by weak points impossible to ignore: a massive fiscal deficit, a persistent inability to rein in spending, and dangerously weak debt affordability.

Ramah Nyang

19,477 просмотров • 1 месяц назад

“Fairness” = give the bureaucracy more money? Canada’s Finance Minister Chrystia Freeland is raising the tax on capital investments to the highest level in the G7. This video reveals a sad, dystopian view of Canadians. She uses the resentful ‘class war’ language of the 1970s, where Canada will be filled with a sad majority feeling ‘wrath’ unless you accept her new tax. Who writes these speeches? Have they travelled? Famously egalitarian nations Belgium and Switzerland and Singapore have zero cap gains taxes. Do they hate fairness? Seriously, this is her proposal: Take $18 billion in risk capital proceeds away from Canada’s small but critical investor class with a globally uncompetitive tax rate. Then give that money - along with another $40 billion in debt - to a federal bureaucracy that currently does not show up for work in person more than twice a week. They will invest it instead. The nation will heal. Thats not fairness. It’s losing. Again. On an international scale. Here’s why this tax will add to her economic losing streak: 1. It kills economic growth. Taxing capital investment discourages the cash that backs the entrepreneurial ideas that turn into the jobs and companies that grow the economy and improve productivity and living standards. Every other large advanced economy will have a lower cap gains tax than Canada. Are they less ‘fair’ than Minister Freeland? Or do they have an economic strategy of shared prosperity that allows for individual success without the sad language of class resentment and envy? Every company whose services we love today - no matter how large - started with an entrepreneur - and some investors crazy enough to fund them with risk capital. Most nations do whatever they can to attract entrepreneurs and investors because they bring growth and economic vitality and jobs. This Minister is taxing them away in the name of fairness. But federal fiscal incoherence is costing Canadians $54 billion interest losses degrading public services and the worst declining GDP performance in the G7 2019-2024 and the worst GDP per capita of all 40 advanced nations in the OECD modelled out to 2030. Fairness for Canadians starts with federal fiscal competence. 2. It kills jobs (the real ones): The private sector creates jobs when good ideas or expansion is funded by risk capital - that is why positive jobs reports are usually signals of economic growth. But Canada’s jobs reports aren’t signals of economic growth anymore because they feature a failing economy where most of the jobs being reported are actually government roles bought with debt. This kills economic productivity. When governments use debt to buy jobs it turns a single debt-funded position into a permanent unfunded annual govt operating cost. Every one of these jobs costs more in tax, debt and interest than it can ever contribute back. Taxing the risk capital that creates real jobs while borrowing money to buy public sector jobs with debt - the current modus operandi of this government and its “jobs” announcements - kills GDP productivity. 3. It takes Canada backwards Canada’s private sector is the only mechanism to fund Canadian prosperity. Risk capital funds the companies and jobs that are the engine that pays for everything - including all government employees and services - and all debt and interest. A previous Liberal government knew this. They dropped this tax back in 2000 to help Canada compete with the rest of the world, who in turn compete hard for the mobile investment capital of the smartest and most successful investors because it has such a positive impact on economic growth. For everyone. Economic prosperity is the best form of fairness. Going backwards to economic policies from the last century, wrapped in the dystopian language of big government ‘fairness’ isn’t helping anyone. Cut taxes, spending and the bloated state. Fairness = fiscal competence.
3:49

“Fairness” = give the bureaucracy more money? Canada’s Finance Minister Chrystia Freeland is raising the tax on capital investments to the highest level in the G7. This video reveals a sad, dystopian view of Canadians. She uses the resentful ‘class war’ language of the 1970s, where Canada will be filled with a sad majority feeling ‘wrath’ unless you accept her new tax. Who writes these speeches? Have they travelled? Famously egalitarian nations Belgium and Switzerland and Singapore have zero cap gains taxes. Do they hate fairness? Seriously, this is her proposal: Take $18 billion in risk capital proceeds away from Canada’s small but critical investor class with a globally uncompetitive tax rate. Then give that money - along with another $40 billion in debt - to a federal bureaucracy that currently does not show up for work in person more than twice a week. They will invest it instead. The nation will heal. Thats not fairness. It’s losing. Again. On an international scale. Here’s why this tax will add to her economic losing streak: 1. It kills economic growth. Taxing capital investment discourages the cash that backs the entrepreneurial ideas that turn into the jobs and companies that grow the economy and improve productivity and living standards. Every other large advanced economy will have a lower cap gains tax than Canada. Are they less ‘fair’ than Minister Freeland? Or do they have an economic strategy of shared prosperity that allows for individual success without the sad language of class resentment and envy? Every company whose services we love today - no matter how large - started with an entrepreneur - and some investors crazy enough to fund them with risk capital. Most nations do whatever they can to attract entrepreneurs and investors because they bring growth and economic vitality and jobs. This Minister is taxing them away in the name of fairness. But federal fiscal incoherence is costing Canadians $54 billion interest losses degrading public services and the worst declining GDP performance in the G7 2019-2024 and the worst GDP per capita of all 40 advanced nations in the OECD modelled out to 2030. Fairness for Canadians starts with federal fiscal competence. 2. It kills jobs (the real ones): The private sector creates jobs when good ideas or expansion is funded by risk capital - that is why positive jobs reports are usually signals of economic growth. But Canada’s jobs reports aren’t signals of economic growth anymore because they feature a failing economy where most of the jobs being reported are actually government roles bought with debt. This kills economic productivity. When governments use debt to buy jobs it turns a single debt-funded position into a permanent unfunded annual govt operating cost. Every one of these jobs costs more in tax, debt and interest than it can ever contribute back. Taxing the risk capital that creates real jobs while borrowing money to buy public sector jobs with debt - the current modus operandi of this government and its “jobs” announcements - kills GDP productivity. 3. It takes Canada backwards Canada’s private sector is the only mechanism to fund Canadian prosperity. Risk capital funds the companies and jobs that are the engine that pays for everything - including all government employees and services - and all debt and interest. A previous Liberal government knew this. They dropped this tax back in 2000 to help Canada compete with the rest of the world, who in turn compete hard for the mobile investment capital of the smartest and most successful investors because it has such a positive impact on economic growth. For everyone. Economic prosperity is the best form of fairness. Going backwards to economic policies from the last century, wrapped in the dystopian language of big government ‘fairness’ isn’t helping anyone. Cut taxes, spending and the bloated state. Fairness = fiscal competence.

David Knight Legg

266,287 просмотров • 2 лет назад

How long can a country survive when its own government is bankrupting it? Labor and the Liberals have racked up over $1 trillion in debt. One trillion. That’s a million million. Every dollar borrowed today is a burden dumped on the shoulders of our kids and grandkids, with interest. Right now, we’re paying $27 billion a year just on interest. Across all levels of government, it’s close to $50 billion. And it's going up. And what have they done with it? Potholes. Rampant crime. Skyrocketing power bills. A housing crisis spiralling out of control. They've spent like drunken sailors and left Australians with nothing but debt and decline. Labor. Liberal. It doesn’t matter anymore. Two sides of the same broken system. Both addicted to spending. Both unwilling to lead. One Nation is the only party with a plan to stop the rot. We’ve identified $90 billion in waste, rorts, vanity projects, bloated bureaucracies. That money can be cut, right now, to fund $40 billion in real cost-of-living relief and meaningful tax cuts. That's how you pay down debt and protect the future. Not by robbing our children to buy three more years of power. This government has failed. On the Voice. On energy. On borders. On housing. On the economy. They can't manage money. They can't manage the country. They can't be trusted.
2:02

How long can a country survive when its own government is bankrupting it? Labor and the Liberals have racked up over $1 trillion in debt. One trillion. That’s a million million. Every dollar borrowed today is a burden dumped on the shoulders of our kids and grandkids, with interest. Right now, we’re paying $27 billion a year just on interest. Across all levels of government, it’s close to $50 billion. And it's going up. And what have they done with it? Potholes. Rampant crime. Skyrocketing power bills. A housing crisis spiralling out of control. They've spent like drunken sailors and left Australians with nothing but debt and decline. Labor. Liberal. It doesn’t matter anymore. Two sides of the same broken system. Both addicted to spending. Both unwilling to lead. One Nation is the only party with a plan to stop the rot. We’ve identified $90 billion in waste, rorts, vanity projects, bloated bureaucracies. That money can be cut, right now, to fund $40 billion in real cost-of-living relief and meaningful tax cuts. That's how you pay down debt and protect the future. Not by robbing our children to buy three more years of power. This government has failed. On the Voice. On energy. On borders. On housing. On the economy. They can't manage money. They can't manage the country. They can't be trusted.

Pauline Hanson 🇦🇺

52,218 просмотров • 1 год назад

📈 Claim: Canada’s Economy Grew by 2.2% in Q1 2025 Reality Check: Artificial Boost from Tariff-Driven Exports: The reported 2.2% GDP growth in Q1 2025 was significantly influenced by businesses expediting exports to the U.S. ahead of anticipated tariffs, particularly in sectors like passenger vehicles and industrial machinery. This frontloading inflated export figures temporarily and is not indicative of sustained economic strength. Weak Domestic Demand: Despite the headline GDP growth, domestic indicators tell a different story. Household spending growth slowed to 0.3%, and residential investment declined by 2.8%, reflecting a cautious consumer base and a cooling housing market. ⸻ 📉 Claim: Canada Maintains a AAA Credit Rating, the Best in the G7 Reality Check: Credit Rating vs. Economic Reality: While Canada retains a AAA credit rating, this does not necessarily reflect the immediate economic challenges faced by citizens, such as rising unemployment and increasing household debt. Credit ratings assess the government’s ability to meet its financial obligations, not the overall economic well-being of its populace. ⸻ 📊 Unemployment Rate at 6.9% Reality Check: Highest Since 2017 (Excluding Pandemic Years): The unemployment rate rose to 6.9% in April 2025, marking the highest level since January 2017, excluding the pandemic years. This increase indicates a softening labor market, with employment declines noted in key sectors like manufacturing and retail trade. Regional Disparities: Ontario experienced a significant employment decline, with 35,000 jobs lost in April alone, pushing the province’s unemployment rate to 7.8%. ⸻ 🏠 Canadians Are Managing Mortgage and Rent Payments Reality Check: Rising Mortgage Delinquencies: Ontario’s mortgage delinquency rate rose to 0.24% in Q1 2025, a 71.5% increase from the same period in 2024, indicating growing financial strain among homeowners. Increased Non-Mortgage Delinquencies: Non-mortgage consumer delinquencies also surged, particularly among younger Canadians, reflecting broader financial stress across different credit products. ⸻ ⚠️ Conclusion: A Disconnect Between Government Narratives and Economic Realities While official statements highlight positive indicators like GDP growth and strong credit ratings, underlying data reveals economic vulnerabilities: The GDP growth is largely attributed to temporary factors, such as preemptive exports due to tariff threats, rather than sustainable domestic demand. Unemployment rates are rising, with significant job losses in key provinces and sectors. Household financial stress is evident through increasing mortgage and consumer debt delinquencies. These factors suggest that the proclaimed economic strength may not align with the lived experiences of many Canadians, warranting a more nuanced and transparent discussion about the nation’s economic health.
0:27

📈 Claim: Canada’s Economy Grew by 2.2% in Q1 2025 Reality Check: Artificial Boost from Tariff-Driven Exports: The reported 2.2% GDP growth in Q1 2025 was significantly influenced by businesses expediting exports to the U.S. ahead of anticipated tariffs, particularly in sectors like passenger vehicles and industrial machinery. This frontloading inflated export figures temporarily and is not indicative of sustained economic strength. Weak Domestic Demand: Despite the headline GDP growth, domestic indicators tell a different story. Household spending growth slowed to 0.3%, and residential investment declined by 2.8%, reflecting a cautious consumer base and a cooling housing market. ⸻ 📉 Claim: Canada Maintains a AAA Credit Rating, the Best in the G7 Reality Check: Credit Rating vs. Economic Reality: While Canada retains a AAA credit rating, this does not necessarily reflect the immediate economic challenges faced by citizens, such as rising unemployment and increasing household debt. Credit ratings assess the government’s ability to meet its financial obligations, not the overall economic well-being of its populace. ⸻ 📊 Unemployment Rate at 6.9% Reality Check: Highest Since 2017 (Excluding Pandemic Years): The unemployment rate rose to 6.9% in April 2025, marking the highest level since January 2017, excluding the pandemic years. This increase indicates a softening labor market, with employment declines noted in key sectors like manufacturing and retail trade. Regional Disparities: Ontario experienced a significant employment decline, with 35,000 jobs lost in April alone, pushing the province’s unemployment rate to 7.8%. ⸻ 🏠 Canadians Are Managing Mortgage and Rent Payments Reality Check: Rising Mortgage Delinquencies: Ontario’s mortgage delinquency rate rose to 0.24% in Q1 2025, a 71.5% increase from the same period in 2024, indicating growing financial strain among homeowners. Increased Non-Mortgage Delinquencies: Non-mortgage consumer delinquencies also surged, particularly among younger Canadians, reflecting broader financial stress across different credit products. ⸻ ⚠️ Conclusion: A Disconnect Between Government Narratives and Economic Realities While official statements highlight positive indicators like GDP growth and strong credit ratings, underlying data reveals economic vulnerabilities: The GDP growth is largely attributed to temporary factors, such as preemptive exports due to tariff threats, rather than sustainable domestic demand. Unemployment rates are rising, with significant job losses in key provinces and sectors. Household financial stress is evident through increasing mortgage and consumer debt delinquencies. These factors suggest that the proclaimed economic strength may not align with the lived experiences of many Canadians, warranting a more nuanced and transparent discussion about the nation’s economic health.

Marc Nixon

13,238 просмотров • 1 год назад

The biggest injustice in Canada: The corrupt Liberal industrial complex that takes your taxpayer funds, And allocates it to lawyers, consultants & fake Indigenous businesses rather than helping First Nations people themselves. If you didn’t know, it was the Conservatives that formally apologized for residential schools. Liberals, on the other hand, while Chrétien was the Minister of Indigenous Affairs, knew there was a problem. He could have taken action & didn’t. The Conservatives, under Harper & while Poilievre was a part of the administration, went on to implement the First Nations Financial Transparency Act. The Liberals, under Trudeau, stopped enforcing it. Carney still won’t enforce it. Fast forward to today, nearly 40% of First Nations Bands are non-compliant with reporting. Please note: These are the Chiefs & those in charge, and not the individual First Nations themselves. It got so bad that an individual of a First Nations band, had to sue in order to get the financial information that should’ve been provided by the transparency act in the first place. And now, it turns out that from 2020 to 2025, nearly 2000 businesses were removed from the indigenous directory that allows them to have access to federal contracts. These businesses were awarded nearly $300 million. As an example, did you know that in Alberta, the life expectancy of a First Nations individual is nearly 20 years less than a non-indigenous person. It’s similar across Canada: the life expectancy of First Nations is significantly lower than non-Indigenous people AND CONTINUES TO DECLINE. The Liberals created an industrial complex, where the beneficiaries are everyone except for the First Nations individuals themselves. We are now at nearly $32 billion per year in funding indigenous related services & initiatives. The questions we have to ask is: -Where is the money going? -If we don’t have transparency, then how can we ensure it’s going to those in need? -Why don’t the Liberals enforce the financial transparency act? -And why, after nearly a quarter of $1 trillion spent on Indigenous related matters, is their life expectancy going down? A true nation-building project, would be helping and uplifting First Nations and that starts with transparency and accountability. The Liberals have shown they are interested in an industrial complex that creates dependency, early death & corruption. It makes zero sense. It’s insane.
5:57

The biggest injustice in Canada: The corrupt Liberal industrial complex that takes your taxpayer funds, And allocates it to lawyers, consultants & fake Indigenous businesses rather than helping First Nations people themselves. If you didn’t know, it was the Conservatives that formally apologized for residential schools. Liberals, on the other hand, while Chrétien was the Minister of Indigenous Affairs, knew there was a problem. He could have taken action & didn’t. The Conservatives, under Harper & while Poilievre was a part of the administration, went on to implement the First Nations Financial Transparency Act. The Liberals, under Trudeau, stopped enforcing it. Carney still won’t enforce it. Fast forward to today, nearly 40% of First Nations Bands are non-compliant with reporting. Please note: These are the Chiefs & those in charge, and not the individual First Nations themselves. It got so bad that an individual of a First Nations band, had to sue in order to get the financial information that should’ve been provided by the transparency act in the first place. And now, it turns out that from 2020 to 2025, nearly 2000 businesses were removed from the indigenous directory that allows them to have access to federal contracts. These businesses were awarded nearly $300 million. As an example, did you know that in Alberta, the life expectancy of a First Nations individual is nearly 20 years less than a non-indigenous person. It’s similar across Canada: the life expectancy of First Nations is significantly lower than non-Indigenous people AND CONTINUES TO DECLINE. The Liberals created an industrial complex, where the beneficiaries are everyone except for the First Nations individuals themselves. We are now at nearly $32 billion per year in funding indigenous related services & initiatives. The questions we have to ask is: -Where is the money going? -If we don’t have transparency, then how can we ensure it’s going to those in need? -Why don’t the Liberals enforce the financial transparency act? -And why, after nearly a quarter of $1 trillion spent on Indigenous related matters, is their life expectancy going down? A true nation-building project, would be helping and uplifting First Nations and that starts with transparency and accountability. The Liberals have shown they are interested in an industrial complex that creates dependency, early death & corruption. It makes zero sense. It’s insane.

Mario Zelaya

11,120 просмотров • 5 месяцев назад

Google just reported $99 billion in profits it never actually received. Alphabet posted net income of $112.1 billion for a single quarter. Earnings per share came in at $9.11 against a Wall Street estimate of $2.87. That is one of the largest profit quarters any company has ever printed. Yet the stock fell about 7% the same day. When people read past the headline and opened the earnings release, they found the reason sitting in one footnote... $99 billion of that profit came from a line called other income. Alphabet describes it as "primarily the result of net unrealized gains on our equity securities." So Google did not sell anything. It marked up shares it already owned and ran the increase through its income statement. That single line added $77.1 billion to net income after tax. It accounted for $6.26 of the $9.11 in earnings per share. Strip it out and adjusted earnings per share were $2.85. Analysts wanted $2.89. The ACTUAL business missed. Now here is what makes this insane: Most of that $99 billion came from two holdings, SpaceX and Anthropic. SpaceX went public on June 12 at roughly $1.77 trillion, up from about $400 billion a year earlier. Alphabet's stake is worth $94.1 billion, and roughly $80 billion of it sits under sale restrictions. Anthropic went from a $350 billion valuation to $965 billion inside the same quarter. Alphabet's private company holdings were worth about $124.3 billion on June 30, and the vast majority of that is Anthropic. Google cannot sell either position right now. Now trace where that valuation came from: Google started putting money into Anthropic in 2023. A $300 million bet has grown into a $13.3 billion position with commitments of up to $30 billion more. Anthropic committed to buying at least five gigawatts of computing capacity from Google Cloud. Google Cloud revenue then grew 82% to about $24.8 billion, the strongest quarter that business has ever had. That growth is part of the story the market uses to price both companies. And when Anthropic's valuation jumped, Google booked the jump as its OWN profit. Google is the investor, the supplier, and the party deciding what the asset is worth. A tax and accounting consultant named Robert Willens flagged this back in April, pointing out that Alphabet is able to influence the value of one of its own assets. And Alphabet's free cash flow for the quarter was negative $5.9 billion. That is the first negative quarter since Google went public in August 2004. Capital spending hit $44.9 billion. Operating cash flow was $39.1 billion. Capex now eats about 37.5% of every dollar of revenue, the highest share in the company's public life. To fund it, Alphabet has taken on roughly $100 billion of debt this year and raised about $85 billion in a June share sale, its first in more than two decades. This is a company that spent years buying its own stock back. What happens next: Alphabet raised 2026 capital spending guidance to between $195 billion and $205 billion, the second raise in three months. The finance chief told analysts 2027 spending will rise significantly. The company also disclosed $811 billion in contracted future spending commitments as of June, up nearly $500 billion from March. Those commitments are signed contracts that get paid in cash. The profit is an estimate of what a private company might be worth on a given day. Estimates move in both directions. If Anthropic or SpaceX gets repriced downward, the same line that produced the biggest quarter in Google's history runs backwards, and this quarter produced no free cash flow to absorb it. Meta, Microsoft and Amazon are all carrying their own private AI stakes into their own earnings reports. Watch how much of their profit they actually collected in cash...
0:48

Google just reported $99 billion in profits it never actually received. Alphabet posted net income of $112.1 billion for a single quarter. Earnings per share came in at $9.11 against a Wall Street estimate of $2.87. That is one of the largest profit quarters any company has ever printed. Yet the stock fell about 7% the same day. When people read past the headline and opened the earnings release, they found the reason sitting in one footnote... $99 billion of that profit came from a line called other income. Alphabet describes it as "primarily the result of net unrealized gains on our equity securities." So Google did not sell anything. It marked up shares it already owned and ran the increase through its income statement. That single line added $77.1 billion to net income after tax. It accounted for $6.26 of the $9.11 in earnings per share. Strip it out and adjusted earnings per share were $2.85. Analysts wanted $2.89. The ACTUAL business missed. Now here is what makes this insane: Most of that $99 billion came from two holdings, SpaceX and Anthropic. SpaceX went public on June 12 at roughly $1.77 trillion, up from about $400 billion a year earlier. Alphabet's stake is worth $94.1 billion, and roughly $80 billion of it sits under sale restrictions. Anthropic went from a $350 billion valuation to $965 billion inside the same quarter. Alphabet's private company holdings were worth about $124.3 billion on June 30, and the vast majority of that is Anthropic. Google cannot sell either position right now. Now trace where that valuation came from: Google started putting money into Anthropic in 2023. A $300 million bet has grown into a $13.3 billion position with commitments of up to $30 billion more. Anthropic committed to buying at least five gigawatts of computing capacity from Google Cloud. Google Cloud revenue then grew 82% to about $24.8 billion, the strongest quarter that business has ever had. That growth is part of the story the market uses to price both companies. And when Anthropic's valuation jumped, Google booked the jump as its OWN profit. Google is the investor, the supplier, and the party deciding what the asset is worth. A tax and accounting consultant named Robert Willens flagged this back in April, pointing out that Alphabet is able to influence the value of one of its own assets. And Alphabet's free cash flow for the quarter was negative $5.9 billion. That is the first negative quarter since Google went public in August 2004. Capital spending hit $44.9 billion. Operating cash flow was $39.1 billion. Capex now eats about 37.5% of every dollar of revenue, the highest share in the company's public life. To fund it, Alphabet has taken on roughly $100 billion of debt this year and raised about $85 billion in a June share sale, its first in more than two decades. This is a company that spent years buying its own stock back. What happens next: Alphabet raised 2026 capital spending guidance to between $195 billion and $205 billion, the second raise in three months. The finance chief told analysts 2027 spending will rise significantly. The company also disclosed $811 billion in contracted future spending commitments as of June, up nearly $500 billion from March. Those commitments are signed contracts that get paid in cash. The profit is an estimate of what a private company might be worth on a given day. Estimates move in both directions. If Anthropic or SpaceX gets repriced downward, the same line that produced the biggest quarter in Google's history runs backwards, and this quarter produced no free cash flow to absorb it. Meta, Microsoft and Amazon are all carrying their own private AI stakes into their own earnings reports. Watch how much of their profit they actually collected in cash...

Ricardo

357,450 просмотров • 3 дней назад

What the FUCK, Canada? 😡 Prime Minister Mark Carney just dropped ANOTHER $2 BILLION in military aid to Ukraine today—on the 4th anniversary of Russia’s invasion. That’s right, $2,000,000,000 straight from our pockets while Canadians are drowning in debt! And get this: since 2022, we’ve funneled over $25.5 BILLION in total aid to Ukraine, including $8.5B in weapons alone. 11 How much for struggling Canadians at home? ZILCH. ZERO. NADA. Meanwhile, our economy is in the shitter: Unemployment just hit 6.5% in January, with 24,800 jobs vanishing into thin air. 20 Businesses are fleeing faster than rats off a sinking ship—thousands of restaurants predicted to shut down this year, and a tidal wave of small biz owners retiring, leaving $300B in revenue up for grabs (or gone). Auto manufacturing? Poof—jobs evaporating quicker than a Groundhog Day shadow. Our GDP growth is lagging the G7, with per capita output basically flatlining while inflation eats our savings. But hey, Liberals love splashing cash on BS abroad! Remember that $850,000 we blew on an anti-pooping campaign in Ghana? Billboards literally telling people “don’t shit on the beach.” WTF is that?! Or the HUNDREDS OF MILLIONS still pouring into “gendered” foreign aid—like $1.73B locked in for “gender-just rice” in Vietnam and “gender-inclusive demining” in Ukraine until 2033. Zero return for us, while families lose homes, our debt skyrockets, and our grandkids’ grandkids will STILL be paying this off! Canada is HURTING. We’ve FALLEN. Enough already—time to put CANADIANS FIRST!. #WhatTheFuckCanada #LiberalWaste #CanadaFirst #StopTheSpending #CarneyOut 🇨🇦🔥
2:05

What the FUCK, Canada? 😡 Prime Minister Mark Carney just dropped ANOTHER $2 BILLION in military aid to Ukraine today—on the 4th anniversary of Russia’s invasion. That’s right, $2,000,000,000 straight from our pockets while Canadians are drowning in debt! And get this: since 2022, we’ve funneled over $25.5 BILLION in total aid to Ukraine, including $8.5B in weapons alone. 11 How much for struggling Canadians at home? ZILCH. ZERO. NADA. Meanwhile, our economy is in the shitter: Unemployment just hit 6.5% in January, with 24,800 jobs vanishing into thin air. 20 Businesses are fleeing faster than rats off a sinking ship—thousands of restaurants predicted to shut down this year, and a tidal wave of small biz owners retiring, leaving $300B in revenue up for grabs (or gone). Auto manufacturing? Poof—jobs evaporating quicker than a Groundhog Day shadow. Our GDP growth is lagging the G7, with per capita output basically flatlining while inflation eats our savings. But hey, Liberals love splashing cash on BS abroad! Remember that $850,000 we blew on an anti-pooping campaign in Ghana? Billboards literally telling people “don’t shit on the beach.” WTF is that?! Or the HUNDREDS OF MILLIONS still pouring into “gendered” foreign aid—like $1.73B locked in for “gender-just rice” in Vietnam and “gender-inclusive demining” in Ukraine until 2033. Zero return for us, while families lose homes, our debt skyrockets, and our grandkids’ grandkids will STILL be paying this off! Canada is HURTING. We’ve FALLEN. Enough already—time to put CANADIANS FIRST!. #WhatTheFuckCanada #LiberalWaste #CanadaFirst #StopTheSpending #CarneyOut 🇨🇦🔥

JayGen 𝕏 er🇨🇦

148,912 просмотров • 5 месяцев назад

Big Tech is spending $700 BILLION on AI this year. But their cash flow is collapsing. Amazon is going into debt. Google's free cash flow is dropping 90%. And they're literally paying influencers $600,000 each to convince you AI is worth using. If this technology was as revolutionary as they claim, why are they spending half a million dollars per creator to sell it? Here's what's actually happening behind the scenes: This week, all four tech giants reported earnings at once and every single one dropped a spending number that made Wall Street lose its mind. Amazon: $200 billion in capex. The largest corporate capital expenditure in HISTORY. Stock dropped 9%. Google: $185 billion. Wall Street expected $120 billion. Stock dropped 5%. Meta: $135 billion. Double what they spent last year. Microsoft: down 17% this year, worst performer in the group. Combined 2026 AI infrastructure spend: almost $700 billion. But here's where it gets ugly. Amazon's free cash flow collapsed 71%. Morgan Stanley projects they'll burn through $17 billion in NEGATIVE free cash flow this year. Bank of America says the deficit could hit $28 billion. Amazon quietly filed with the SEC on Friday saying they might need to raise debt to keep building. Google's free cash flow is projected to crater 90%, from $73 billion down to $8.2 billion. They already did a $25 billion bond sale in November and their long-term debt QUADRUPLED last year. These companies are spending everything they have, then borrowing more, then spending that too. Now here's the part that got me thinking: CNBC just reported that Google, Microsoft, OpenAI, Anthropic, and Meta are paying influencers between $400,000 and $600,000 EACH to promote AI products on Instagram and YouTube. AI platforms spent over $1 BILLION on digital ads in 2025, a 126% jump year-over-year. Google and Microsoft's AI ad spending jumped 495% in January 2026 alone. Anthropic is running Super Bowl ads. OpenAI is flying creators to private events and covering all expenses. When was the last time a truly revolutionary technology needed a $1 billion ad campaign and $600K influencer deals to get adoption? Did the iPhone need influencer campaigns? Did Google Search need Super Bowl ads in 1998? Did email need a billion dollar marketing push? No. People just used them because the value was obvious. You know what DOES need massive paid promotions? Pharmaceutical drugs. Crypto exchanges. Online gambling apps. MLM companies. Products where adoption is driven by hype, not utility. And now, apparently, AI. So the pitch from Big Tech is: "This technology will eliminate your job. Also please use it. Here's $600K if you tell your followers it's cool." They need HUMANS to sell a product they designed to REPLACE humans. They need creators to promote a technology that will eventually make creators obsolete. They need influencers to build trust in a system that will eliminate the need for influencer marketing entirely. The question everyone should be asking: If $700 billion per year in spending can't produce a product that sells itself, when exactly does this start making money? Because right now the math is messed up. $700 billion in spending, cash flow crashing, stocks tanking, SEC filings about raising more capital, and the best growth strategy they've got is paying tiktokers to demo features. Either AI is about to deliver the greatest economic transformation in human history, or we're watching the most expensive corporate Hail Mary ever thrown. And the fact that they need to pay half a million dollars per influencer to convince you it's the first one isn't a good sign.
0:49

Big Tech is spending $700 BILLION on AI this year. But their cash flow is collapsing. Amazon is going into debt. Google's free cash flow is dropping 90%. And they're literally paying influencers $600,000 each to convince you AI is worth using. If this technology was as revolutionary as they claim, why are they spending half a million dollars per creator to sell it? Here's what's actually happening behind the scenes: This week, all four tech giants reported earnings at once and every single one dropped a spending number that made Wall Street lose its mind. Amazon: $200 billion in capex. The largest corporate capital expenditure in HISTORY. Stock dropped 9%. Google: $185 billion. Wall Street expected $120 billion. Stock dropped 5%. Meta: $135 billion. Double what they spent last year. Microsoft: down 17% this year, worst performer in the group. Combined 2026 AI infrastructure spend: almost $700 billion. But here's where it gets ugly. Amazon's free cash flow collapsed 71%. Morgan Stanley projects they'll burn through $17 billion in NEGATIVE free cash flow this year. Bank of America says the deficit could hit $28 billion. Amazon quietly filed with the SEC on Friday saying they might need to raise debt to keep building. Google's free cash flow is projected to crater 90%, from $73 billion down to $8.2 billion. They already did a $25 billion bond sale in November and their long-term debt QUADRUPLED last year. These companies are spending everything they have, then borrowing more, then spending that too. Now here's the part that got me thinking: CNBC just reported that Google, Microsoft, OpenAI, Anthropic, and Meta are paying influencers between $400,000 and $600,000 EACH to promote AI products on Instagram and YouTube. AI platforms spent over $1 BILLION on digital ads in 2025, a 126% jump year-over-year. Google and Microsoft's AI ad spending jumped 495% in January 2026 alone. Anthropic is running Super Bowl ads. OpenAI is flying creators to private events and covering all expenses. When was the last time a truly revolutionary technology needed a $1 billion ad campaign and $600K influencer deals to get adoption? Did the iPhone need influencer campaigns? Did Google Search need Super Bowl ads in 1998? Did email need a billion dollar marketing push? No. People just used them because the value was obvious. You know what DOES need massive paid promotions? Pharmaceutical drugs. Crypto exchanges. Online gambling apps. MLM companies. Products where adoption is driven by hype, not utility. And now, apparently, AI. So the pitch from Big Tech is: "This technology will eliminate your job. Also please use it. Here's $600K if you tell your followers it's cool." They need HUMANS to sell a product they designed to REPLACE humans. They need creators to promote a technology that will eventually make creators obsolete. They need influencers to build trust in a system that will eliminate the need for influencer marketing entirely. The question everyone should be asking: If $700 billion per year in spending can't produce a product that sells itself, when exactly does this start making money? Because right now the math is messed up. $700 billion in spending, cash flow crashing, stocks tanking, SEC filings about raising more capital, and the best growth strategy they've got is paying tiktokers to demo features. Either AI is about to deliver the greatest economic transformation in human history, or we're watching the most expensive corporate Hail Mary ever thrown. And the fact that they need to pay half a million dollars per influencer to convince you it's the first one isn't a good sign.

Ricardo

725,403 просмотров • 5 месяцев назад

Larry Ellison borrowed $125 billion to bet everything on a single customer that LOSES $5 billion a year. American banks are already refusing to lend him another dollar. And now that single customer has started to slowly walk away. This is one of the biggest gambles in tech history - and it’s NOT looking good: Oracle has $124.7 billion in debt on its books right now. That's more than the GDP of 100+ countries. Their free cash flow over the last 12 months? Negative $13.18 billion. They are spending more money than they make. And they're doing it on PURPOSE. Every other hyperscaler funds their AI buildout with cash. Google has cash. Amazon has cash. Microsoft has cash. Oracle has IOUs. They raised $58 billion in debt in just two months. $38 billion for Texas and Wisconsin data centers. $20 billion for New Mexico. And they need another $100 billion on top of that. Even US banks are starting to say no. TD Cowen reported that multiple banks have pulled back from Oracle lending. Borrowing costs have roughly DOUBLED since September. They're now paying interest rates typically reserved for companies rated below investment grade. Barclays downgraded their debt to underweight and warned Oracle could run out of cash by November 2026. So what does Larry Ellison do? He FIRES 30,000 people. Oracle is planning layoffs affecting up to 18% of its entire workforce. The goal is to free up $8 to $10 billion in cash flow just to keep the lights on while they build data centers for ONE customer: OpenAI. Oracle's $553 billion backlog sounds incredible until you realize a massive chunk of it flows through a single relationship. If OpenAI sneezes, Oracle catches pneumonia. And OpenAI is already sneezing... Sam Altman DROPPED plans to expand the Stargate site in Abilene, Texas. And the reason is insane: Nvidia's chips are improving so fast that by the time Oracle finishes building the data center, the processors inside it will already be outdated. Oracle is building with Blackwell chips. But Nvidia's new Vera Rubin platform delivers 5x the inference performance at 10x lower cost per token. So Oracle is borrowing billions to build facilities that will house yesterday's technology before they even open. The world of bits moves faster than the world of atoms. And Oracle is trapped in between. But here's where it gets wild: The earnings call revealed something most people missed... Oracle now REQUIRES certain customers to buy their own GPUs upfront and hand them over. They call it the "bring your own chips" model. Translation: Oracle can't afford the hardware anymore. So they're asking customers to fund the construction of Oracle's OWN data centers. The stock is still down 23% this year even after the 12% earnings pop. Moody's rates Oracle just two notches above junk status. Lower than Amazon, Alphabet, Meta, and Microsoft. And they have $248 billion in ADDITIONAL lease obligations that aren't even on the balance sheet yet. Larry Ellison is 81 years old and making the biggest bet in corporate history. He's trying to turn a legacy database company into a hyperscale AI cloud provider using other people's money. All while his only major customer is a startup that burns $5 billion a year and just had its expansion partner refuse to fund the next campus. The earnings beat was real. Revenue up 22%. Cloud infrastructure up 84%. But revenue growth funded by debt isn't growth. It's leverage. And leverage works both ways. If OpenAI stays loyal, if the Stargate buildout continues, if the debt markets keep lending, if Vera Rubin doesn't make their entire infrastructure obsolete overnight, then Larry Ellison pulled off the greatest corporate reinvention in history. But that's a lot of ifs for a company two notches above junk. Oracle is either the most undervalued AI play on the market or the most overleveraged house of cards since 2008. The next six months will tell us which one.
1:44

Larry Ellison borrowed $125 billion to bet everything on a single customer that LOSES $5 billion a year. American banks are already refusing to lend him another dollar. And now that single customer has started to slowly walk away. This is one of the biggest gambles in tech history - and it’s NOT looking good: Oracle has $124.7 billion in debt on its books right now. That's more than the GDP of 100+ countries. Their free cash flow over the last 12 months? Negative $13.18 billion. They are spending more money than they make. And they're doing it on PURPOSE. Every other hyperscaler funds their AI buildout with cash. Google has cash. Amazon has cash. Microsoft has cash. Oracle has IOUs. They raised $58 billion in debt in just two months. $38 billion for Texas and Wisconsin data centers. $20 billion for New Mexico. And they need another $100 billion on top of that. Even US banks are starting to say no. TD Cowen reported that multiple banks have pulled back from Oracle lending. Borrowing costs have roughly DOUBLED since September. They're now paying interest rates typically reserved for companies rated below investment grade. Barclays downgraded their debt to underweight and warned Oracle could run out of cash by November 2026. So what does Larry Ellison do? He FIRES 30,000 people. Oracle is planning layoffs affecting up to 18% of its entire workforce. The goal is to free up $8 to $10 billion in cash flow just to keep the lights on while they build data centers for ONE customer: OpenAI. Oracle's $553 billion backlog sounds incredible until you realize a massive chunk of it flows through a single relationship. If OpenAI sneezes, Oracle catches pneumonia. And OpenAI is already sneezing... Sam Altman DROPPED plans to expand the Stargate site in Abilene, Texas. And the reason is insane: Nvidia's chips are improving so fast that by the time Oracle finishes building the data center, the processors inside it will already be outdated. Oracle is building with Blackwell chips. But Nvidia's new Vera Rubin platform delivers 5x the inference performance at 10x lower cost per token. So Oracle is borrowing billions to build facilities that will house yesterday's technology before they even open. The world of bits moves faster than the world of atoms. And Oracle is trapped in between. But here's where it gets wild: The earnings call revealed something most people missed... Oracle now REQUIRES certain customers to buy their own GPUs upfront and hand them over. They call it the "bring your own chips" model. Translation: Oracle can't afford the hardware anymore. So they're asking customers to fund the construction of Oracle's OWN data centers. The stock is still down 23% this year even after the 12% earnings pop. Moody's rates Oracle just two notches above junk status. Lower than Amazon, Alphabet, Meta, and Microsoft. And they have $248 billion in ADDITIONAL lease obligations that aren't even on the balance sheet yet. Larry Ellison is 81 years old and making the biggest bet in corporate history. He's trying to turn a legacy database company into a hyperscale AI cloud provider using other people's money. All while his only major customer is a startup that burns $5 billion a year and just had its expansion partner refuse to fund the next campus. The earnings beat was real. Revenue up 22%. Cloud infrastructure up 84%. But revenue growth funded by debt isn't growth. It's leverage. And leverage works both ways. If OpenAI stays loyal, if the Stargate buildout continues, if the debt markets keep lending, if Vera Rubin doesn't make their entire infrastructure obsolete overnight, then Larry Ellison pulled off the greatest corporate reinvention in history. But that's a lot of ifs for a company two notches above junk. Oracle is either the most undervalued AI play on the market or the most overleveraged house of cards since 2008. The next six months will tell us which one.

Ricardo

181,176 просмотров • 4 месяцев назад

THIS IS ABSOLUTELY RIDICULOUS. OpenAI and Anthropic are losing money on every dollar they make. OpenAI generated $20 billion in revenue in 2025 and is projected to lose $14 billion in the same year. Internal forecasts project cumulative losses hitting $44 billion by 2028. The company's own CFO warned executives in April 2026 that OpenAI might struggle to finance upcoming computing deals if revenue growth slows. Anthropic reached $4.3 billion in annualized revenue in April 2026 against $19 billion in total costs. It spends $3 to make $1, and is not expected to stop burning cash until 2027. Now look at what these two companies have committed to spend. OpenAI and Anthropic together have committed $1.05 trillion in cloud spending to Microsoft, Oracle, Google and Amazon, making up 43 to 54% of each provider's entire future revenue backlog. - Microsoft: $627B total backlog. OpenAI and Anthropic account for 49%. - Oracle: $553B total backlog. OpenAI alone accounts for 54%. - Google: $467.6B total backlog. Anthropic accounts for 43%. - Amazon: $464B total backlog. OpenAI and Anthropic account for 51%. The entire cloud industry's future revenue is a bet on two companies losing billions every quarter. Microsoft, Alphabet, Meta and Amazon are collectively expected to spend $725 billion in capex in 2026, almost entirely on AI infrastructure. Combined hyperscaler capex from 2025 to 2027 is projected at $1.15 trillion, more than double what was spent from 2022 to 2024. What is the return on all of this? McKinsey's 2025 State of AI survey found that only a minority of companies reported AI meaningfully increased revenue or reduced costs. Enterprise generative AI spending grew from $1.7 billion in 2023 to $37 billion in 2025 and most CIOs still describe their initiatives as pilots without clear ROI metrics. Microsoft's AI business is running at a $37 billion annual revenue run rate with 123% year over year growth. That sounds impressive until you realize most of the capex funding is justified by expected future AI revenue rather than current AI profit. The internet burned money for years before it became the most profitable industry in history. But right now $1 trillion in committed cloud spend, $725 billion in annual capex, two loss-making customers making up half of every major cloud provider's revenue backlog, and the enterprises writing the checks cannot tell you if any of it is working.
0:22

THIS IS ABSOLUTELY RIDICULOUS. OpenAI and Anthropic are losing money on every dollar they make. OpenAI generated $20 billion in revenue in 2025 and is projected to lose $14 billion in the same year. Internal forecasts project cumulative losses hitting $44 billion by 2028. The company's own CFO warned executives in April 2026 that OpenAI might struggle to finance upcoming computing deals if revenue growth slows. Anthropic reached $4.3 billion in annualized revenue in April 2026 against $19 billion in total costs. It spends $3 to make $1, and is not expected to stop burning cash until 2027. Now look at what these two companies have committed to spend. OpenAI and Anthropic together have committed $1.05 trillion in cloud spending to Microsoft, Oracle, Google and Amazon, making up 43 to 54% of each provider's entire future revenue backlog. - Microsoft: $627B total backlog. OpenAI and Anthropic account for 49%. - Oracle: $553B total backlog. OpenAI alone accounts for 54%. - Google: $467.6B total backlog. Anthropic accounts for 43%. - Amazon: $464B total backlog. OpenAI and Anthropic account for 51%. The entire cloud industry's future revenue is a bet on two companies losing billions every quarter. Microsoft, Alphabet, Meta and Amazon are collectively expected to spend $725 billion in capex in 2026, almost entirely on AI infrastructure. Combined hyperscaler capex from 2025 to 2027 is projected at $1.15 trillion, more than double what was spent from 2022 to 2024. What is the return on all of this? McKinsey's 2025 State of AI survey found that only a minority of companies reported AI meaningfully increased revenue or reduced costs. Enterprise generative AI spending grew from $1.7 billion in 2023 to $37 billion in 2025 and most CIOs still describe their initiatives as pilots without clear ROI metrics. Microsoft's AI business is running at a $37 billion annual revenue run rate with 123% year over year growth. That sounds impressive until you realize most of the capex funding is justified by expected future AI revenue rather than current AI profit. The internet burned money for years before it became the most profitable industry in history. But right now $1 trillion in committed cloud spend, $725 billion in annual capex, two loss-making customers making up half of every major cloud provider's revenue backlog, and the enterprises writing the checks cannot tell you if any of it is working.

Crypto Rover

58,862 просмотров • 2 месяцев назад