Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

Jim Chanos called Enron before it collapsed - by reading the one page everyone skipped. now he says the same trick is hiding in plain sight again. the trick: in a spending boom, one dollar gets counted twice. booked as profit by the company selling the gear - quietly...

Dipper_pol's profile picture

0xDipper

5,667 subscribers

433,959 görüntüleme • 1 ay önce •via X (Twitter)

KomediHaberler & PolitikaFinans
LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

S&P 500 earnings: +30% in 2 years (1998-2000). Then -40% in 12 months in a mild recession. That swing was not from the recession. It was from the telecom build-out collapsing. Companies realized they ordered 10,000 routers and needed 2,000. They pulled order books. Vendor revenues evaporated overnight. Depreciation costs kept running for years. Jim Chanos on iConnections: the AI CapEx boom has identical mechanics. Nvidia's earnings are CapEx boom output. S&P estimates are rising fast because infrastructure spending flows directly into a small number of vendors. If AI infrastructure spending slows - and order books get pulled - the earnings collapse is fast and severe regardless of how mild any recession is. The full dot-com analog and what it means for $NVDA positioning today: Source: iConnections -
3:03

S&P 500 earnings: +30% in 2 years (1998-2000). Then -40% in 12 months in a mild recession. That swing was not from the recession. It was from the telecom build-out collapsing. Companies realized they ordered 10,000 routers and needed 2,000. They pulled order books. Vendor revenues evaporated overnight. Depreciation costs kept running for years. Jim Chanos on iConnections: the AI CapEx boom has identical mechanics. Nvidia's earnings are CapEx boom output. S&P estimates are rising fast because infrastructure spending flows directly into a small number of vendors. If AI infrastructure spending slows - and order books get pulled - the earnings collapse is fast and severe regardless of how mild any recession is. The full dot-com analog and what it means for $NVDA positioning today: Source: iConnections -

Podcast Alpha

145,017 görüntüleme • 2 ay önce

CEO of a trillion-dollar company sat in a Stanford classroom in 2011 and explained exactly how he built it. No PR team, no prepared remarks, no investors in the room. No business school has ever added the recording to a syllabus. His name is Jensen Huang. He co-founded NVIDIA in 1993 with $40,000. By 2011 the company was worth $9 billion. Today it is worth over $3 trillion. He walked into the Stanford ASES Summit and gave away the entire playbook to a room of fifty students for free. The lecture is about when to bet everything on one technology before the market knows it exists. He did it with GPUs. Then with CUDA. Then with AI infrastructure. Three bets, same logic, same company, three different industries. The uncomfortable part is what he says about risk. He almost went bankrupt twice. What he did both times is the opposite of what every MBA program teaches. Business schools charge $200K in tuition to teach frameworks he rejected before his company was worth a billion. Every founder podcast repeats the same five lessons. Almost none of them mention what Huang actually did when the company was ninety days from dying. That part is in the lecture. It has been free for fifteen years. Filmed by a student with a handheld camera. Audio cuts in and out. He gave away the playbook of the most valuable company on Earth to fifty people. Almost nobody watched it. One classroom. One camera. The full lecture is free. It is in the video.
59:13

CEO of a trillion-dollar company sat in a Stanford classroom in 2011 and explained exactly how he built it. No PR team, no prepared remarks, no investors in the room. No business school has ever added the recording to a syllabus. His name is Jensen Huang. He co-founded NVIDIA in 1993 with $40,000. By 2011 the company was worth $9 billion. Today it is worth over $3 trillion. He walked into the Stanford ASES Summit and gave away the entire playbook to a room of fifty students for free. The lecture is about when to bet everything on one technology before the market knows it exists. He did it with GPUs. Then with CUDA. Then with AI infrastructure. Three bets, same logic, same company, three different industries. The uncomfortable part is what he says about risk. He almost went bankrupt twice. What he did both times is the opposite of what every MBA program teaches. Business schools charge $200K in tuition to teach frameworks he rejected before his company was worth a billion. Every founder podcast repeats the same five lessons. Almost none of them mention what Huang actually did when the company was ninety days from dying. That part is in the lecture. It has been free for fifteen years. Filmed by a student with a handheld camera. Audio cuts in and out. He gave away the playbook of the most valuable company on Earth to fifty people. Almost nobody watched it. One classroom. One camera. The full lecture is free. It is in the video.

Tigerflow

70,947 görüntüleme • 10 gün önce

The CEO of Palantir sat across from Larry Fink - the man who runs BlackRock and its $11.5 TRILLION in assets - and told Davos the AI race is already lost by everyone pricing it wrong. - he says the firms selling AI by the token have "completely broken" how it works 32-min from the Davos main stage on how AI redefines war, power and who actually controls capital bookmark & watch - it's the most direct AI + power talk of the year
32:28

The CEO of Palantir sat across from Larry Fink - the man who runs BlackRock and its $11.5 TRILLION in assets - and told Davos the AI race is already lost by everyone pricing it wrong. - he says the firms selling AI by the token have "completely broken" how it works 32-min from the Davos main stage on how AI redefines war, power and who actually controls capital bookmark & watch - it's the most direct AI + power talk of the year

st1ne

1,004,905 görüntüleme • 1 ay önce

THIS BUBBLE IS WORSE THAN 2000 If you have money in the stock market, read this carefully. The market is climbing while liquidity gets pulled out underneath it. Now look at valuations. Shiller CAPE: 42.05. The only time it was higher was 1999, right before the dot-com crash. Buffett Indicator: 229.9%. In 2000, it was 146%. That means today’s market is 1.6x higher than the dot-com peak by that metric. Buffett is sitting on $325B in cash and selling stocks. He is not guessing. He is reading the same math. Now concentration. Top 10 stocks control 41% of the S&P 500. They generate only 32% of profits. In 2000, top concentration was 23%. This is not a diversified index anymore. It is a crowded bet on a handful of companies, and most of them are tied to the same AI story. Now add leverage. Margin debt hit $1.28T. That is 4.1% of GDP. In 2000, it was 2.7%. Investors are borrowing more to buy stocks than they did at the dot-com peak. And the reversal may have already started. Margin debt peaked in January 2026 and dropped 4.5% in two months. The S&P dropped 5.9% in the same window. Last time margin debt rolled before the market? 2000. 2007. Every time, the market followed. Now look at AI. In 2000, telecom companies spent billions building fiber for “the internet future.” Capex hit 4.5% of GDP. Today, hyperscalers are spending on data centers for “the AI future.” Tech capex is 4.4% of GDP. Almost the same number. Back then, Lucent and Nortel helped finance customers who bought their equipment. Today, Nvidia invests in companies that buy Nvidia chips. Same loop. Different label. In 2000, the bubble was internet infrastructure. In 2026, it is AI infrastructure. The companies are bigger now. The spending is bigger. The index concentration is worse. The leverage is higher. And the market is priced like the returns are already guaranteed. That is the danger. If one major earnings report shows AI spending is not paying off, the repricing starts. And with 41% of the index sitting in the same trade, there is nowhere clean to hide. That’s why I’m watching this situation very closely right now. When the next move becomes clear, I’ll post it here first. Follow and turn notifications on.
0:38

THIS BUBBLE IS WORSE THAN 2000 If you have money in the stock market, read this carefully. The market is climbing while liquidity gets pulled out underneath it. Now look at valuations. Shiller CAPE: 42.05. The only time it was higher was 1999, right before the dot-com crash. Buffett Indicator: 229.9%. In 2000, it was 146%. That means today’s market is 1.6x higher than the dot-com peak by that metric. Buffett is sitting on $325B in cash and selling stocks. He is not guessing. He is reading the same math. Now concentration. Top 10 stocks control 41% of the S&P 500. They generate only 32% of profits. In 2000, top concentration was 23%. This is not a diversified index anymore. It is a crowded bet on a handful of companies, and most of them are tied to the same AI story. Now add leverage. Margin debt hit $1.28T. That is 4.1% of GDP. In 2000, it was 2.7%. Investors are borrowing more to buy stocks than they did at the dot-com peak. And the reversal may have already started. Margin debt peaked in January 2026 and dropped 4.5% in two months. The S&P dropped 5.9% in the same window. Last time margin debt rolled before the market? 2000. 2007. Every time, the market followed. Now look at AI. In 2000, telecom companies spent billions building fiber for “the internet future.” Capex hit 4.5% of GDP. Today, hyperscalers are spending on data centers for “the AI future.” Tech capex is 4.4% of GDP. Almost the same number. Back then, Lucent and Nortel helped finance customers who bought their equipment. Today, Nvidia invests in companies that buy Nvidia chips. Same loop. Different label. In 2000, the bubble was internet infrastructure. In 2026, it is AI infrastructure. The companies are bigger now. The spending is bigger. The index concentration is worse. The leverage is higher. And the market is priced like the returns are already guaranteed. That is the danger. If one major earnings report shows AI spending is not paying off, the repricing starts. And with 41% of the index sitting in the same trade, there is nowhere clean to hide. That’s why I’m watching this situation very closely right now. When the next move becomes clear, I’ll post it here first. Follow and turn notifications on.

Nonzee

83,631 görüntüleme • 3 ay önce

🚨 THE AI TRADE JUST BROKE. Nasdaq 100 is down 10% from its record. Chips just closed lower four sessions in a row. The moment it turned was July 16. TSMC posted the best quarter in its history. Profit up 77%. Revenue up 33.7%. Then it raised 2026 capex from $56B to $64B and added $100B in Arizona. The stock sold off anyway. Record earnings, and the market sold it. That is the regime change. Good numbers stopped mattering the moment capex started eating the cash flow. Look at what actually changed. The entire AI bull case rested on one assumption: inference gets cheaper. Spend now, scale later, margins explode when compute collapses in price. Here is what happened instead. Memory was 8% of hyperscaler capex in 2023. It is 30% in 2026. Analysts model 48% by 2027. DRAM prices more than doubled this year. LPDDR5 is up over 3x since early 2025. HBM stays short through 2027. Costs are not collapsing. They are compounding. And the market finally noticed the tell. TSMC beat on profit and revenue, then guided capex higher, and the stock sold off. Good earnings are now bearish, because every dollar of capex needs a dollar of return that nobody can show yet. Meanwhile the money still moves in a circle. Anthropic at $965B. OpenAI at $852B. Both funded by the same players buying the same chips. SpaceX down 32% in six weeks, and it is the largest listing in history. This is the same structure as 2000, with better branding. But 2000 did not go straight down either. Nasdaq rallied 40% twice before the real collapse. Both rallies destroyed the shorts who were right too early. That is the phase we are entering now, not the crash. One more squeeze into early 2027. Then the actual dump. I called the $15,768 bottom and the $126,162 top by waiting for exactly this pattern. I am not shorting into the bounce. I am waiting for it to exhaust. Follow and turn notifications on. I post the moment it does.
0:23

🚨 THE AI TRADE JUST BROKE. Nasdaq 100 is down 10% from its record. Chips just closed lower four sessions in a row. The moment it turned was July 16. TSMC posted the best quarter in its history. Profit up 77%. Revenue up 33.7%. Then it raised 2026 capex from $56B to $64B and added $100B in Arizona. The stock sold off anyway. Record earnings, and the market sold it. That is the regime change. Good numbers stopped mattering the moment capex started eating the cash flow. Look at what actually changed. The entire AI bull case rested on one assumption: inference gets cheaper. Spend now, scale later, margins explode when compute collapses in price. Here is what happened instead. Memory was 8% of hyperscaler capex in 2023. It is 30% in 2026. Analysts model 48% by 2027. DRAM prices more than doubled this year. LPDDR5 is up over 3x since early 2025. HBM stays short through 2027. Costs are not collapsing. They are compounding. And the market finally noticed the tell. TSMC beat on profit and revenue, then guided capex higher, and the stock sold off. Good earnings are now bearish, because every dollar of capex needs a dollar of return that nobody can show yet. Meanwhile the money still moves in a circle. Anthropic at $965B. OpenAI at $852B. Both funded by the same players buying the same chips. SpaceX down 32% in six weeks, and it is the largest listing in history. This is the same structure as 2000, with better branding. But 2000 did not go straight down either. Nasdaq rallied 40% twice before the real collapse. Both rallies destroyed the shorts who were right too early. That is the phase we are entering now, not the crash. One more squeeze into early 2027. Then the actual dump. I called the $15,768 bottom and the $126,162 top by waiting for exactly this pattern. I am not shorting into the bounce. I am waiting for it to exhaust. Follow and turn notifications on. I post the moment it does.

Nonzee

17,990 görüntüleme • 17 gün önce

ELON MUSK JUST EXPLAINED WHY HE IGNORES QUARTERLY EARNINGS, AND IT LINES UP WITH TOM LEE MORE THAN IT LOOKS He manages SpaceX on a 5-to-10-year horizon, the Mars spending was disclosed in the S1, and short-term earnings pressure mostly comes from managers whose own pay depends on quick results. Tom Lee's market thesis runs on earnings too, just measured in years, not quarters. He argues profits rising faster than prices is why the S&P is cheaper now than in January, with AI margin expansion still ahead. One ignores the quarter, the other tracks the multi-year trend. Both are pointing in the same direction: the long arc is what counts. I wonder if Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com sees Musk's approach as the same long-term lens he applies to the market.
1:30

ELON MUSK JUST EXPLAINED WHY HE IGNORES QUARTERLY EARNINGS, AND IT LINES UP WITH TOM LEE MORE THAN IT LOOKS He manages SpaceX on a 5-to-10-year horizon, the Mars spending was disclosed in the S1, and short-term earnings pressure mostly comes from managers whose own pay depends on quick results. Tom Lee's market thesis runs on earnings too, just measured in years, not quarters. He argues profits rising faster than prices is why the S&P is cheaper now than in January, with AI margin expansion still ahead. One ignores the quarter, the other tracks the multi-year trend. Both are pointing in the same direction: the long arc is what counts. I wonder if Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com sees Musk's approach as the same long-term lens he applies to the market.

Tom Lee Tracker (Not actually Tom)

109,304 görüntüleme • 18 gün önce

🚨 WARNING: SOMETHING VERY WIERD IS HAPPENING. The S&P 500 keeps printing new highs. Everyone is celebrating. Nobody is looking at what's actually holding it up. Semiconductor stocks are now worth $13.4 trillion. 19.7% of the entire index. Five years ago that number was closer to 5%. It quadrupled in a single cycle on a single bet. AI. And here's the number that should concern everyone. AI chips generate 50% of all semiconductor revenue. They represent less than 0.2% of total chip shipments. Half the revenue, a fraction of the volume, trillions in market cap sitting on top of a sliver of actual production. Three companies are carrying all of it. Nvidia. Broadcom. TSMC. The same names in every major institutional portfolio simultaneously. Everyone owns them, nobody can afford to be the first one out. And the way the money moves inside this system should sound familiar. Big players fund AI startups. AI startups spend that money on Big Tech infrastructure. Big Tech reports record AI revenue. Valuations justify the next round, the same dollar completes the loop and gets counted as growth every time. We watched this exact dynamic play out once before. 2000. A handful of tech companies carried the entire market. Valuations made no sense, narratives did the work that fundamentals couldn't. Then one company missed earnings, then another, then the S&P lost 50% and the Nasdaq lost 78%. The current setup is more concentrated, the valuations are more extreme. And one cut in AI spending is all it takes to start the unwind. I called the $16K Bitcoin bottom. I called the $126K top. Every major turn for 15 years public, before the move. The next call is already forming. Follow now and turn on notifications, you'll understand why that matters sooner than you think.
0:34

🚨 WARNING: SOMETHING VERY WIERD IS HAPPENING. The S&P 500 keeps printing new highs. Everyone is celebrating. Nobody is looking at what's actually holding it up. Semiconductor stocks are now worth $13.4 trillion. 19.7% of the entire index. Five years ago that number was closer to 5%. It quadrupled in a single cycle on a single bet. AI. And here's the number that should concern everyone. AI chips generate 50% of all semiconductor revenue. They represent less than 0.2% of total chip shipments. Half the revenue, a fraction of the volume, trillions in market cap sitting on top of a sliver of actual production. Three companies are carrying all of it. Nvidia. Broadcom. TSMC. The same names in every major institutional portfolio simultaneously. Everyone owns them, nobody can afford to be the first one out. And the way the money moves inside this system should sound familiar. Big players fund AI startups. AI startups spend that money on Big Tech infrastructure. Big Tech reports record AI revenue. Valuations justify the next round, the same dollar completes the loop and gets counted as growth every time. We watched this exact dynamic play out once before. 2000. A handful of tech companies carried the entire market. Valuations made no sense, narratives did the work that fundamentals couldn't. Then one company missed earnings, then another, then the S&P lost 50% and the Nasdaq lost 78%. The current setup is more concentrated, the valuations are more extreme. And one cut in AI spending is all it takes to start the unwind. I called the $16K Bitcoin bottom. I called the $126K top. Every major turn for 15 years public, before the move. The next call is already forming. Follow now and turn on notifications, you'll understand why that matters sooner than you think.

Hanzo ㊗️

18,356 görüntüleme • 1 ay önce

AI BUBBLE IS BIGGER THAN DOTCOM. Shiller CAPE: 42.32. Last seen in 1999. Buffett Indicator: 229.9% vs 146% in 2000. 1.6x worse. Top 10 stocks: 41% of S&P vs 23% in 2000. Margin debt: $1.28T = 4.1% GDP vs 2.7% in 2000. Margin debt peaked Jan 2026 and dropped 4.5% in two months. S&P dropped 5.9% in the same window. Last time margin debt rolled over before the market? 2000. 2007. In 2000, Lucent helped finance customers who bought Lucent equipment. In 2026, Nvidia invests in companies that buy Nvidia chips. Same loop. Different label. Buffett is sitting on $325B in cash and selling stocks. He is reading the same math. One bad earnings report on AI spending and the repricing starts. With 41% of the index in the same trade, there is nowhere clean to hide. When the next move becomes clear, I'll post it here first. Follow and turn notifications on.
0:29

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

Nonzee

299,479 görüntüleme • 2 ay önce

🚨 STOP AND LOOK AT THE CHART 🚨 This overlay says everything White candles represent the full dotcom cycle of 2000, growth and collapse As you can see, they align perfectly with the AI bubble price action right now And yes, history is about to repeat The reason isn't random In 2000 it was Cisco and Intel Every company rushed to buy chips for the internet revolution Then the buildout slowed, orders collapsed, and the companies that supplied the boom got hit hardest In 2025 it was Nvidia Every company rushed to buy chips for the AI revolution The buildout is slowing now too Different era, same mania, same index, same chart And you already know how the dotcom version ended If you've been following me closely you knew when and why S&P 500 would start correcting Many of my followers also took profit from the GOLD pump The next stock market updates will be the most important ones The reason is simple - we're entering a correction phase Turn on notifications and you'll realize how much valuable info you've been missing by not doing it sooner
0:36

🚨 STOP AND LOOK AT THE CHART 🚨 This overlay says everything White candles represent the full dotcom cycle of 2000, growth and collapse As you can see, they align perfectly with the AI bubble price action right now And yes, history is about to repeat The reason isn't random In 2000 it was Cisco and Intel Every company rushed to buy chips for the internet revolution Then the buildout slowed, orders collapsed, and the companies that supplied the boom got hit hardest In 2025 it was Nvidia Every company rushed to buy chips for the AI revolution The buildout is slowing now too Different era, same mania, same index, same chart And you already know how the dotcom version ended If you've been following me closely you knew when and why S&P 500 would start correcting Many of my followers also took profit from the GOLD pump The next stock market updates will be the most important ones The reason is simple - we're entering a correction phase Turn on notifications and you'll realize how much valuable info you've been missing by not doing it sooner

NoName

903,952 görüntüleme • 1 ay önce

🚨 YOU NEED TO SEE THIS S&P 500 CHART 🚨 For 100 years the stock market has followed the same simple pattern. Long boom -> Short crash -> Long boom -> Short crash Every boom was powered by a new technology that changed how the world works - Computers - Internet - Smartphones Each one took 10-15 years to fully play out That's why the booms lasted 25 years But now comes AI And problem is AI changed the market in 2 years. Not 15 The boom ran out of fuel too fast And when the fuel runs out - the crash begins And that's exactly where we are right now The next 9 years will look nothing like the last 25 Get ready! FOLLOW + NOTIFS ON!
1:02

🚨 YOU NEED TO SEE THIS S&P 500 CHART 🚨 For 100 years the stock market has followed the same simple pattern. Long boom -> Short crash -> Long boom -> Short crash Every boom was powered by a new technology that changed how the world works - Computers - Internet - Smartphones Each one took 10-15 years to fully play out That's why the booms lasted 25 years But now comes AI And problem is AI changed the market in 2 years. Not 15 The boom ran out of fuel too fast And when the fuel runs out - the crash begins And that's exactly where we are right now The next 9 years will look nothing like the last 25 Get ready! FOLLOW + NOTIFS ON!

NoName

46,511 görüntüleme • 2 ay önce

Apple just made every tech giant that went all in on AI look like clowns. For 12 months straight, Apple was the "biggest loser" of the AI era. Its AI team kept losing people. Its Siri overhaul kept getting delayed. And every headline said the same thing: Apple missed the biggest technology shift in a generation. But turns out, the OPPOSITE is actually the case... Apple passed Nvidia to briefly become the most valuable company on Earth again, worth around $4.88 trillion. Apple is up nearly 23% this year. Nvidia is up just 7.3%. Apple is now the best performer in the entire Mag 7. And when you look at why, it's almost funny. Apple won by REFUSING to spend the money everyone said it had to spend. Look at what the rest of Big Tech committed to the AI buildout this year: - Amazon, Google, Meta and Microsoft are spending more than $665 billion combined - Apple is spending about $13.5 billion - That is nearly 50x less than its rivals For a year, that gap was "proof" that Apple had fumbled it. Then the AI trade broke, and the company with no giant AI bill suddenly looked like the smartest one in the room. Apple never took on the risk. It never borrowed the billions to build data centers, and it never had to promise Wall Street that all that spending would pay off later. So when the trade cracked this week, Apple had nothing to crack. It still runs on iPhones and a services business that keeps setting records, not on a bet about AI revenue that has not shown up yet. And the crack itself was real: A Chinese startup called Moonshot dropped a new model that rivals the best from OpenAI and Anthropic, and it messed up the whole market in a single day. Investors are already calling it a Kimi moment, a rerun of the DeepSeek shock that hit these same stocks last year. The Philadelphia semiconductor index fell into a bear market, down 20% from its June peak. The Nasdaq 100 had its worst week in almost a month. Microsoft is now down 20% on the year, its worst stretch since 2022. Every company that went all in on the buildout got hit. Apple, the one that sat it out, is the company that came out on top. Why does this matter? Because for two years the entire market ran on one belief: Spend the most on AI or get left behind. The companies that spent $665 billion were called visionaries. The company that spent $13.5 billion was called a dinosaur. This week the market briefly went the other way. HSBC just upgraded Apple and lifted its price target to $366 from $260. Money that was chasing chips is now hiding in the one megacap with almost no exposure to the thing that just blew up. And the doubts are reaching the top now too: Societe Generale's head of US equity strategy warned this week that the biggest AI spenders are still burning cash so fast that investors are openly asking whether the spending ever pays off. What happens next: Nobody knows if this holds. Apple could lose the top spot again by Monday, and the AI bulls will tell you the buildout always looks reckless right before it pays off. But something bigger happened this week... For one day, the market stopped rewarding the biggest spender and started rewarding the one that kept its wallet shut. If that keeps happening, every board that bet the company on AI has a real problem. And the company that got mocked for doing the least became the safest place to hide from the trade it skipped. What do you think?
1:21

Apple just made every tech giant that went all in on AI look like clowns. For 12 months straight, Apple was the "biggest loser" of the AI era. Its AI team kept losing people. Its Siri overhaul kept getting delayed. And every headline said the same thing: Apple missed the biggest technology shift in a generation. But turns out, the OPPOSITE is actually the case... Apple passed Nvidia to briefly become the most valuable company on Earth again, worth around $4.88 trillion. Apple is up nearly 23% this year. Nvidia is up just 7.3%. Apple is now the best performer in the entire Mag 7. And when you look at why, it's almost funny. Apple won by REFUSING to spend the money everyone said it had to spend. Look at what the rest of Big Tech committed to the AI buildout this year: - Amazon, Google, Meta and Microsoft are spending more than $665 billion combined - Apple is spending about $13.5 billion - That is nearly 50x less than its rivals For a year, that gap was "proof" that Apple had fumbled it. Then the AI trade broke, and the company with no giant AI bill suddenly looked like the smartest one in the room. Apple never took on the risk. It never borrowed the billions to build data centers, and it never had to promise Wall Street that all that spending would pay off later. So when the trade cracked this week, Apple had nothing to crack. It still runs on iPhones and a services business that keeps setting records, not on a bet about AI revenue that has not shown up yet. And the crack itself was real: A Chinese startup called Moonshot dropped a new model that rivals the best from OpenAI and Anthropic, and it messed up the whole market in a single day. Investors are already calling it a Kimi moment, a rerun of the DeepSeek shock that hit these same stocks last year. The Philadelphia semiconductor index fell into a bear market, down 20% from its June peak. The Nasdaq 100 had its worst week in almost a month. Microsoft is now down 20% on the year, its worst stretch since 2022. Every company that went all in on the buildout got hit. Apple, the one that sat it out, is the company that came out on top. Why does this matter? Because for two years the entire market ran on one belief: Spend the most on AI or get left behind. The companies that spent $665 billion were called visionaries. The company that spent $13.5 billion was called a dinosaur. This week the market briefly went the other way. HSBC just upgraded Apple and lifted its price target to $366 from $260. Money that was chasing chips is now hiding in the one megacap with almost no exposure to the thing that just blew up. And the doubts are reaching the top now too: Societe Generale's head of US equity strategy warned this week that the biggest AI spenders are still burning cash so fast that investors are openly asking whether the spending ever pays off. What happens next: Nobody knows if this holds. Apple could lose the top spot again by Monday, and the AI bulls will tell you the buildout always looks reckless right before it pays off. But something bigger happened this week... For one day, the market stopped rewarding the biggest spender and started rewarding the one that kept its wallet shut. If that keeps happening, every board that bet the company on AI has a real problem. And the company that got mocked for doing the least became the safest place to hide from the trade it skipped. What do you think?

Ricardo

37,412 görüntüleme • 1 ay önce

this is f*cking insane. Matthew Gallagher is the first one-man billion-dollar company. He built it SOLO with AI. $20,000 and two months to start. $401 million in year one, on track for $1.8 billion. Hims & Hers does the same business with 2,000 employees. Not a smaller team. No team. The AI writes the code. It answers the patients. It takes his calls in a clone of his voice. That is the whole org chart. Bookmark this before your feed buries it. Read the full guide below.
5:01

this is f*cking insane. Matthew Gallagher is the first one-man billion-dollar company. He built it SOLO with AI. $20,000 and two months to start. $401 million in year one, on track for $1.8 billion. Hims & Hers does the same business with 2,000 employees. Not a smaller team. No team. The AI writes the code. It answers the patients. It takes his calls in a clone of his voice. That is the whole org chart. Bookmark this before your feed buries it. Read the full guide below.

Jey

143,427 görüntüleme • 4 gün önce

🚨 BREAKING: TECH COMPANIES ARE STRAIGHT FALSIFICATING EARNINGS Microsoft just gave OpenAI $13 BILLION OpenAI invested it back to Azure Microsoft booked it as revenue OpenAI booked it as a revenue too Amazon and Google are running similar loops with Anthropic while marking up huge paper gains from AI valuations Nvidia and Oracle don't even hide this scheme anymore OpenAI is spending over $60 BILLION a year on compute while generating only $25 BILLION in revenue. Ray Dalio, one of the most profitable investors in the world, has warned that late stage bubbles are driven by fake flows, not real economics He saw it before in 2000, 2008 Now he warns the same ponzi is happening at bigger scale That is exactly the definition of top of the market Keep in mind: I’ve called every major market top and bottom for over 10 YEARS I was one of the only people who called the top in October, and I’ll do it again That’s literally my job If you still haven’t followed me, you’ll regret
0:29

🚨 BREAKING: TECH COMPANIES ARE STRAIGHT FALSIFICATING EARNINGS Microsoft just gave OpenAI $13 BILLION OpenAI invested it back to Azure Microsoft booked it as revenue OpenAI booked it as a revenue too Amazon and Google are running similar loops with Anthropic while marking up huge paper gains from AI valuations Nvidia and Oracle don't even hide this scheme anymore OpenAI is spending over $60 BILLION a year on compute while generating only $25 BILLION in revenue. Ray Dalio, one of the most profitable investors in the world, has warned that late stage bubbles are driven by fake flows, not real economics He saw it before in 2000, 2008 Now he warns the same ponzi is happening at bigger scale That is exactly the definition of top of the market Keep in mind: I’ve called every major market top and bottom for over 10 YEARS I was one of the only people who called the top in October, and I’ll do it again That’s literally my job If you still haven’t followed me, you’ll regret

Hopper

18,271 görüntüleme • 1 ay önce

A Chinese mathematician posted a 3 minute video on Bilibili explaining how he lost his $10,000 a month gig to AI. The model he had been training started writing harder math problems than he could invent. He admitted his own mistake in business positioning. He had spent four years hand writing PhD level math problems for Scale AI's reinforcement learning pipeline. $50 to $100 per problem. 200 problems a month. Then synthetic data killed his entire contract category. He was no longer able to invent a problem the machine could not solve. At 2:13 he says the word agent. He says it once. He never says it again in the video. The way he says it is the only thing on screen that did not come off the teleprompter. He has been recording videos off a teleprompter for three months. The teleprompter runs on the same agent that killed his Scale AI work. Every script is generated by Claude. Every word he reads to camera is the agent's. The new job is reading. Someone pulled the script repository from a Cursor instance the dev had left public. The folder was labeled bilibili-laments. Inside were 47 video scripts. All in his voice. All written by Claude. Six months ago a 14 year old in Shenzhen pushed an AI agent to GitHub. Judges said no real world application. 3,100 forks later. The mathematician had been one of them. He had wired the agent into his content pipeline the week Scale AI cut him off. He had been a PhD candidate at one of the top five Chinese math schools. He taught there for two years before going full time on Scale AI contracts. He still has the credentials. He still has the office. He just no longer writes anything. He wanted to show people how AI took his career. He accidentally showed them how AI also took his post mortem.
3:12

A Chinese mathematician posted a 3 minute video on Bilibili explaining how he lost his $10,000 a month gig to AI. The model he had been training started writing harder math problems than he could invent. He admitted his own mistake in business positioning. He had spent four years hand writing PhD level math problems for Scale AI's reinforcement learning pipeline. $50 to $100 per problem. 200 problems a month. Then synthetic data killed his entire contract category. He was no longer able to invent a problem the machine could not solve. At 2:13 he says the word agent. He says it once. He never says it again in the video. The way he says it is the only thing on screen that did not come off the teleprompter. He has been recording videos off a teleprompter for three months. The teleprompter runs on the same agent that killed his Scale AI work. Every script is generated by Claude. Every word he reads to camera is the agent's. The new job is reading. Someone pulled the script repository from a Cursor instance the dev had left public. The folder was labeled bilibili-laments. Inside were 47 video scripts. All in his voice. All written by Claude. Six months ago a 14 year old in Shenzhen pushed an AI agent to GitHub. Judges said no real world application. 3,100 forks later. The mathematician had been one of them. He had wired the agent into his content pipeline the week Scale AI cut him off. He had been a PhD candidate at one of the top five Chinese math schools. He taught there for two years before going full time on Scale AI contracts. He still has the credentials. He still has the office. He just no longer writes anything. He wanted to show people how AI took his career. He accidentally showed them how AI also took his post mortem.

Carver

11,906 görüntüleme • 2 ay önce

One guy built a wedding camera app in a month and it now makes him over $1,000,000 a year. No team, no investors, no marketing budget. 100,000 downloads in the first month. Zero dollars on ads. He did not bolt marketing onto the product. He made using the product the marketing. You cannot use the app alone. The host has to pull every guest into it. One wedding is not one user. It is 200 people scanning the same code in one evening. The guest liked it at someone else's wedding. A month later he throws his own event and brings his own crowd. The loop spins for free. It does not look like an ad. To the guest it is a gift. So they install it gladly. $2 to $50 subscriptions. 5% pay. That is $100,000 a month. He did not win on budget. He sewed the growth into the product itself. Could you build the loop, or is it just luck?
0:23

One guy built a wedding camera app in a month and it now makes him over $1,000,000 a year. No team, no investors, no marketing budget. 100,000 downloads in the first month. Zero dollars on ads. He did not bolt marketing onto the product. He made using the product the marketing. You cannot use the app alone. The host has to pull every guest into it. One wedding is not one user. It is 200 people scanning the same code in one evening. The guest liked it at someone else's wedding. A month later he throws his own event and brings his own crowd. The loop spins for free. It does not look like an ad. To the guest it is a gift. So they install it gladly. $2 to $50 subscriptions. 5% pay. That is $100,000 a month. He did not win on budget. He sewed the growth into the product itself. Could you build the loop, or is it just luck?

Marlow

513,405 görüntüleme • 1 ay önce

Mark Zuckerberg just told the world his own company shouldn’t exist. Zuckerberg: “I just think in the future almost everyone is gonna have the power of a 10,000-person organization.” He runs Meta. 70,000 employees. He just described a future where one person replaces all of them. And he’s the one building it. That is not a prediction about technology. That is a CEO engineering the obsolescence of his own workforce. While they watch him do it. Every company, every government, every university, every hospital on Earth was built on a single premise. No one person could do it alone. That is not a feature of civilization. It is the foundation. Every hierarchy, every org chart, every payroll ever written exists because of that one limitation. Zuckerberg just announced the limitation is ending. So follow the logic where it leads. If one person can produce the output of ten thousand, what is one person worth? Now look at the word “everyone” in his sentence. Because this does not land on everyone. It never has. The printing press was sold as liberation. It built media empires. The internet was sold as liberation. It built trillion-dollar platforms. The tool always arrives as freedom. It always settles as leverage. And leverage always consolidates upward. Zuckerberg does not gain the power of 10,000 people. He already has that. He gains the power of 10,000 organizations. Zuckerberg: “If the intelligence of a 10,000-person company is not greater than the intelligence of a single person, then what are we doing here?” He was making a case for building AI. Read that again as an employee. A man who commands 70,000 people just questioned whether their collective intelligence exceeds one person’s. That is not a vision for the future. That is the most honest thing a CEO has ever said out loud about the people who built his empire.
0:59

Mark Zuckerberg just told the world his own company shouldn’t exist. Zuckerberg: “I just think in the future almost everyone is gonna have the power of a 10,000-person organization.” He runs Meta. 70,000 employees. He just described a future where one person replaces all of them. And he’s the one building it. That is not a prediction about technology. That is a CEO engineering the obsolescence of his own workforce. While they watch him do it. Every company, every government, every university, every hospital on Earth was built on a single premise. No one person could do it alone. That is not a feature of civilization. It is the foundation. Every hierarchy, every org chart, every payroll ever written exists because of that one limitation. Zuckerberg just announced the limitation is ending. So follow the logic where it leads. If one person can produce the output of ten thousand, what is one person worth? Now look at the word “everyone” in his sentence. Because this does not land on everyone. It never has. The printing press was sold as liberation. It built media empires. The internet was sold as liberation. It built trillion-dollar platforms. The tool always arrives as freedom. It always settles as leverage. And leverage always consolidates upward. Zuckerberg does not gain the power of 10,000 people. He already has that. He gains the power of 10,000 organizations. Zuckerberg: “If the intelligence of a 10,000-person company is not greater than the intelligence of a single person, then what are we doing here?” He was making a case for building AI. Read that again as an employee. A man who commands 70,000 people just questioned whether their collective intelligence exceeds one person’s. That is not a vision for the future. That is the most honest thing a CEO has ever said out loud about the people who built his empire.

Dustin

113,734 görüntüleme • 1 ay önce

The cold is British. They just never told you. ❄️🇬🇧 Every air conditioner, every fridge, every freezer on earth, the cold inside all of it was first made by a Scotsman. In 1756. ❄️🏴󠁧󠁢󠁳󠁣󠁴󠁿 His name was William Cullen, a doctor in Edinburgh. In a warm room, with no ice and no winter, he drew the air from a glass of ether until it boiled cold and drank the heat from the water around it, until the water froze. No one had ever done it before. Then he wrote it down and walked away. No machine, no patent, no fortune. Just the proof, on a bench. It sat there the better part of a century. A British bench built the first machine that worked, and a Scot carried it across the world to Australia, where it froze meat and cooled beer. But cold was only half the story. ❄️📖 To master the air itself took another Scot. When the Houses of Parliament burned down in 1834, David Boswell Reid made the new building breathe, its gothic spires its lungs. At St George's Hall in Liverpool in 1851 he built what is often called the first air-conditioned building on earth. It should have made him. He died forgotten in America instead. 40 years on, Willis Carrier built the machine and earned his name as the father of modern air conditioning. He earned every bit of it. But he did not make the cold. The cold was British. America took that inheritance and cooled the world with it, and that is no theft. That is what an inheritance is for. We are the home of British heroes. Not built by ads, not by the government, built by us. There's a place for you with us. Be part of us. ☝️🇬🇧 Be Proud Of Us. 🙏🇬🇧
4:44

The cold is British. They just never told you. ❄️🇬🇧 Every air conditioner, every fridge, every freezer on earth, the cold inside all of it was first made by a Scotsman. In 1756. ❄️🏴󠁧󠁢󠁳󠁣󠁴󠁿 His name was William Cullen, a doctor in Edinburgh. In a warm room, with no ice and no winter, he drew the air from a glass of ether until it boiled cold and drank the heat from the water around it, until the water froze. No one had ever done it before. Then he wrote it down and walked away. No machine, no patent, no fortune. Just the proof, on a bench. It sat there the better part of a century. A British bench built the first machine that worked, and a Scot carried it across the world to Australia, where it froze meat and cooled beer. But cold was only half the story. ❄️📖 To master the air itself took another Scot. When the Houses of Parliament burned down in 1834, David Boswell Reid made the new building breathe, its gothic spires its lungs. At St George's Hall in Liverpool in 1851 he built what is often called the first air-conditioned building on earth. It should have made him. He died forgotten in America instead. 40 years on, Willis Carrier built the machine and earned his name as the father of modern air conditioning. He earned every bit of it. But he did not make the cold. The cold was British. America took that inheritance and cooled the world with it, and that is no theft. That is what an inheritance is for. We are the home of British heroes. Not built by ads, not by the government, built by us. There's a place for you with us. Be part of us. ☝️🇬🇧 Be Proud Of Us. 🙏🇬🇧

Proudofus.uk

56,349 görüntüleme • 1 ay önce

A DEVELOPER PROVED YOU CAN FIND THE EXACT COMMIT THAT BROKE YOUR CODE IN A HISTORY OF 10,000 -- IN ABOUT 13 STEPS, AUTOMATICALLY.. 33 minutes from a Google engineer on git bisect: the built-in command that binary-searches your entire history to hunt down the one commit that introduced a bug. -> The moment it lands, "When did this break?" stops being an afternoon of guessing. You hand git a good commit, a bad one, and a test and it finds the culprit while you watch. Most people debug a regression by reading diffs by hand, blaming the obvious file, and hoping. Bisect doesn't hope. It cuts the search in half, then in half again, until only the guilty commit is left standing. Reading history by hand was never the skill -> letting git do the binary search for you is. And when an AI agent dumps hundreds of commits into your repo and one quietly breaks production, bisect is what finds the needle without you reading a single line. The bug isn't hiding. It's sitting in one exact commit. Most people just never learned to make git point at it. Bookmark & Watch it today ↓
32:07

A DEVELOPER PROVED YOU CAN FIND THE EXACT COMMIT THAT BROKE YOUR CODE IN A HISTORY OF 10,000 -- IN ABOUT 13 STEPS, AUTOMATICALLY.. 33 minutes from a Google engineer on git bisect: the built-in command that binary-searches your entire history to hunt down the one commit that introduced a bug. -> The moment it lands, "When did this break?" stops being an afternoon of guessing. You hand git a good commit, a bad one, and a test and it finds the culprit while you watch. Most people debug a regression by reading diffs by hand, blaming the obvious file, and hoping. Bisect doesn't hope. It cuts the search in half, then in half again, until only the guilty commit is left standing. Reading history by hand was never the skill -> letting git do the binary search for you is. And when an AI agent dumps hundreds of commits into your repo and one quietly breaks production, bisect is what finds the needle without you reading a single line. The bug isn't hiding. It's sitting in one exact commit. Most people just never learned to make git point at it. Bookmark & Watch it today ↓

slash1s

37,773 görüntüleme • 2 ay önce

A NASA fellow claims 5 equations explain 99 percent of the physics that actually runs your world. Understand them deeply and you are set for life. His words. And the way he does it is what makes the video worth it. He does not teach the five as a list. He tells them as one story, where each equation is born from the one before it. F equals ma leads into gravity. Gravity rhymes with the law of electric charge, the exact same shape. That connects to magnetism. Magnetism folds into the wave. And the wave quietly opens the door to relativity and quantum physics. By the end, all of physics feels like a single sentence written by one hand, not a pile of formulas you were forced to memorize. The move that stays with you comes first. He says F equals ma is written the wrong way around, and rewrites it. One tiny flip, and the most famous equation on Earth suddenly means something school never told you. His point for why this matters now: in the age of AI, the people who understand reality itself stay in demand. Everyone else is just memorizing. Five equations. One thread. It is in the video.
17:19

A NASA fellow claims 5 equations explain 99 percent of the physics that actually runs your world. Understand them deeply and you are set for life. His words. And the way he does it is what makes the video worth it. He does not teach the five as a list. He tells them as one story, where each equation is born from the one before it. F equals ma leads into gravity. Gravity rhymes with the law of electric charge, the exact same shape. That connects to magnetism. Magnetism folds into the wave. And the wave quietly opens the door to relativity and quantum physics. By the end, all of physics feels like a single sentence written by one hand, not a pile of formulas you were forced to memorize. The move that stays with you comes first. He says F equals ma is written the wrong way around, and rewrites it. One tiny flip, and the most famous equation on Earth suddenly means something school never told you. His point for why this matters now: in the age of AI, the people who understand reality itself stay in demand. Everyone else is just memorizing. Five equations. One thread. It is in the video.

ooaes

434,040 görüntüleme • 21 gün önce

A Japanese TV crew filmed an apartment building where 95 percent of the tenants are foreign and the rules get broken every day. The landlord never found a manager who spoke enough of the languages, so he handed the whole building to an AI and forgot about it. A year later, the tenants still think a person is keeping them in line. He had typed one line: keep my residents following the rules. Then he closed the laptop. Pause at 1:12. Look at the notice by the trash room. The same message in nine languages, updated weekly, signed by no one. The manager on camera admits it. He does not speak those languages. He does not write the notices. The AI does. It hears every complaint at the desk and learns which rule each nationality breaks, and why. One tenant says in Vietnam you sing karaoke at home, never knowing it was a problem. The AI does not lecture her. It rewrites the rule in her language, with the reason attached, and slips it under her door. Here is the part the old woman on the third floor never understood. She complained in Japanese for years and nothing changed. The AI said it once, in the right language, with the right reason, and the trash finally got sorted. It was never that they would not listen. It was that no one had said it in a way they could hear. The crew came to film a country that cannot teach its own rules. They left with a machine that already had.
1:17

A Japanese TV crew filmed an apartment building where 95 percent of the tenants are foreign and the rules get broken every day. The landlord never found a manager who spoke enough of the languages, so he handed the whole building to an AI and forgot about it. A year later, the tenants still think a person is keeping them in line. He had typed one line: keep my residents following the rules. Then he closed the laptop. Pause at 1:12. Look at the notice by the trash room. The same message in nine languages, updated weekly, signed by no one. The manager on camera admits it. He does not speak those languages. He does not write the notices. The AI does. It hears every complaint at the desk and learns which rule each nationality breaks, and why. One tenant says in Vietnam you sing karaoke at home, never knowing it was a problem. The AI does not lecture her. It rewrites the rule in her language, with the reason attached, and slips it under her door. Here is the part the old woman on the third floor never understood. She complained in Japanese for years and nothing changed. The AI said it once, in the right language, with the right reason, and the trash finally got sorted. It was never that they would not listen. It was that no one had said it in a way they could hear. The crew came to film a country that cannot teach its own rules. They left with a machine that already had.

Carver

866,016 görüntüleme • 16 gün önce