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🚨 RYAN COHEN JUST ARMED A MASSIVE GME SQUEEZE BOMB WITH ZERO COUPON BONDS WARRANTS AND HIS $35 BILLION PAY PACKAGE! THIS ISN'T ABOUT BUYING EBAY - IT'S A GENIUS DEFENSE TRAP DESIGNED TO FORCE WALL STREET INTO A SHORT COVERING NIGHTMARE. 🕵️‍♂️ VILLAINS: DELTA NEUTRAL BONDHOLDERS AND WALL...

27,920 次观看 • 4 个月前 •via X (Twitter)

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🚨 RYAN COHEN’S $55 BILLION HOLDCO IS ALREADY BUILT — AND THE WARRANTS ARE YOUR ALLOCATION TICKETS Credit the original deep dive to Goatbeardz They told us it was just another merger. They were wrong. 🕵️‍♂️ THE PLAYERS Ryan Cohen. A sovereign wealth fund. Fifty nine million GMEWS holders. And every short who still thinks this is a simple buyout. 🔥 THE PATTERN Confirmed stack: fifty six billion dollar bid at one hundred twenty five dollars per share. Two point five billion shares authorized. Twenty billion holdco credit line. Nine point eight percent of eBay already secured. Fifty nine million warrants still live. Unconfirmed but critical: five hundred million of Cohen’s own money and a sovereign wealth fund. Electronic Arts just went private for fifty five billion the exact same way. Twenty billion debt. Thirty six billion from private equity and a SWF. They did not buy shares on the open market. They built a vehicle above the company. Cohen said both GameStop and eBay keep their names. That single sentence kills the regular merger thesis. GameStop becomes the retail and digital operating sub. eBay becomes the marketplace and payments operating sub. Both sit under one shell. That shell is Teddy. A sovereign wealth fund does not buy GameStop shares in the open market to fund a fifty five billion acquisition. They form a consortium and park capital in a holdco with governance rights, liquidation preferences, and tax optimization. Cohen’s five hundred million sits right beside them. The twenty billion debt gets isolated there. The operating companies keep their names exactly as promised. 📊 THE EVIDENCE GameStop has fifty nine point one five million warrants at a thirty two dollar strike expiring October thirtieth. Stock sits near twenty two. Under normal conditions they die worthless. But this is not normal conditions. You cannot leave fifty nine million warrants ambiguous on a subsidiary while you restructure the entire entity above it. Fully diluted share count drives exchange ratios, financing letters, and proxy votes. Letting them expire throws away one point nine billion in potential capital and discards the identification of the most committed holders. Repricing looks desperate. Hoping for a forty six percent run in ninety one days is fantasy. The only clean path: exchange the warrants into Teddy equity. They stop being a thirty two dollar call on GameStop. They become participation rights in the parent that owns both companies. The thirty two dollar strike was never the point. It was the economic substance required to list them and create a trackable ticket for the people who held through everything. Yesterday the OCC dropped Info Memo 59491. Effective July thirtieth the National Securities Clearing Corporation will no longer accept GMEWS for settlement. The language is open-ended: “It is unknown if and when GMEWS warrants will be eligible for settlement through NSCC again.” Not “until expiry.” Unknown. For an instrument with a known expiration date. Settlement now runs broker-to-broker. Written officer attestations required if delivery fails. Cash settlement or buy-in possible. Separate delivery reports. Continued margining until settled. This is not how you wind down a dying warrant. This is the infrastructure you build when the security is about to change what it represents. 🛡️ THE COVERUP The entire financial media and every shill account still pretends this is a standard merger sub under GameStop. They cannot explain where the SWF capital sits. They cannot explain Cohen’s personal five hundred million. They cannot explain the NSCC language. So they ignore it. 📅 THE CLIMAX The tender offer is imminent. Expect Monday. 1. Retweet this so every GME holder sees the real structure 2. Reply with your warrant count 3. Tag the people still sleeping on Teddy Credit the original deep dive to Goatbeardz #GME #Teddy #RyanCohen #BBBYQ Entertainment purposes only • DYOR

Eronima

12,208 次观看 • 1 个月前

🔥 EXPOSED: THEY ARE USING GME & AMC TOKENS AS LOCATES FOR 60 BILLION IN FAILS TO DELIVER! 🔥 The Stock Market is a Scam System to steal your money and you are the biggest fool! 😱😱😱 You thought the swap was crazy? It gets MUCH UGLIER. They aren't just trading exposure—they are allegedly using these tokenized debt securities as LEGAL COVER TO LOCATE SHARES THAT DO NOT EXIST. The naked short book and hidden synthetic positions estimated at SIXTY BILLION SYNTHETIC SHARES aren't getting cleared—they are being hidden behind a blockchain costume! 🎭 🕵️‍♂️ HOW THE "LOCATE" SCAM WORKS 🕵️‍♂️ The Glitch: A "locate" gives short sellers the green light to sell shares they don't own. The Loophole: Instead of borrowing real stock, they mint a Jersey debt token with ZERO voting rights, ZERO real company claims, and NO U.S. SEC registration. The Result: Market makers stretch the clock, kick the FTD can down the road, and NEVER have to clear the fails at the NSCC! 📊 THE UNREAL EVIDENCE (SEPTEMBER 5, 2026) 📊 Look at the numbers printing on the tape right now: 🎬 AMC ROBINHOOD TOKEN: Previous Day: $401K Market Cap TODAY: $7.59M Market Cap | $232.5 MILLION IN VOLUME! 🤯 🎮 GME ROBINHOOD TOKEN: Previous Day: $1.98M Market Cap TODAY: $3.47M Market Cap | $58.2 MILLION IN VOLUME! 💥 This isn't organic crypto churn—this is a massive synthetic locate factory running at maximum capacity! 🛡️ CENSORSHIP IN OVERDRIVE 🛡️ They want you distracted by CEO Twitter fights while Superstonk deletes the post to bury the truth. If the token backing is real, new mints force real shares to be touched. If it's soft, they fabricated extra locates out of thin air without adding real shareholders. Either way, the $60B fail never dies—the token just keeps it alive! 💥 SPREAD THIS BEFORE IT GETS WIPED! 💥 1️⃣ RETWEET so the charge travels faster than the spin! 2️⃣ REPLY with your September 5 CoinGecko screenshots or FTD receipts! 3️⃣ TAG TheUltimator5 — he called the swap, the SEC loophole, and the locate layer first! Huge thanks again to TheUltimator5 on X for exposing the truth and leading the charge! 👑 #RobinhoodChain #FTD #GME #AMC #MarketManipulation #GMEtoken (Entertainment purposes only • DYOR)

Eronima

14,754 次观看 • 21 天前

🚨 THE CLEARING HOUSES ARE PANICKING: OCC MEMO 59491 EXPOSES $GME WARRANT SHORTAGE They just changed the rules of the game behind closed doors because the market plumbing is failing. 🕵️‍♂️ SUBJECT: OCC Memo 59491 VICTIMS: Retail GME option holders VILLAINS: Wall Street clearing houses and failing brokers 🔥 THE PATTERN THE NSCC IS QUIETLY WASHING ITS HANDS OF GMEWS WARRANTS. Automatic clearing for GME1 warrant settlements has been completely killed. They are dumping the entire mess onto broker-to-broker manual settlement because standard systems cannot handle the massive delivery friction. 📊 THE EVIDENCE OCC Memo 59491 reveals extreme back-office distress across the entire system. Brokers are now forced to hunt down counterparties directly to locate and deliver physical warrants. If delivery fails, firm officers must sign WRITTEN STATEMENTS admitting delivery is impossible before alternative settlements trigger. Meanwhile, the OCC keeps heavy margin requirements locked in place to squeeze firms the entire time. 🛡️ THE COVERUP They refuse to restrict options exercises outright because doing so would expose the shortage instantly. Instead, they shift the entire operational risk onto individual brokers through buy-ins and cash settlement threats. SHOUTOUT AND HUGE THANKS TO RESEARCH BY JusticeIsComing 🦋 FOR EXPOSING THIS MEMO THE SECOND IT DROPPED. 📅 EFFECTIVE DATE: JULY 30, 2026 1. RETWEET to expose what is really happening behind the scenes. 2. REPLY with your take on the coming broker delivery failures. 3. TAG JusticeIsComing 🦋 and every GME holder who needs to see this memo right now. #GME #GameStop #GMEWS #BBBYQ Entertainment purposes only • DYOR

Eronima

13,876 次观看 • 1 个月前

GAMESTOP'S HIDDEN SHORT INTEREST JUST GOT EXPOSED AT 720% 🚨 They buried the truth in plain sight—your shares are drowning in synthetic fraud. 🕵️‍♂️ THE PLAYERS: - Subject: $GME GameStop massive hidden short exposure - The Victims: Retail apes holding the bag while Wall Street prints infinite shares - The Villains: Hedge funds + complicit regulators who let synthetics run wild THE CRIME 🔥 SEC's own 2021 GameStop report leaked the data they never wanted reverse-engineered. Noctis Research cracked Figure 6 pixel-by-pixel using machine learning clustering on 30,000+ color artifacts, traced every bar top, rebuilt the chart—revealing REAL short interest hit 720% during the squeeze window. Over 7x the float nuked by naked shorts. THE EVIDENCE 📊 Official reported short interest? A pathetic 15-16% joke today. But the forensic breakdown shows daily short imbalances stacking to 720% cumulative real exposure from Jan 19-Feb 5 2021. Buy orders matched with hidden shorts almost 1:1. Proof is in the pixels—they can't hide the math. THE COVERUP 🛡️ SEC dropped the report thinking no one would dig this deep. Wall Street's synthetic share machine keeps running because they control the narrative and the data. Noctis is the ONLY account on X to prove it with hard reverse-engineering. Credit where due. 📅 THE BOMBSHELL DROPPED: February 2026—right now it's exploding across X after Roberto Rios called it "insane" north of 200%. 1. Retweet if you're sick of Wall Street stealing from retail 2. Reply "720% FRAUD" if this pisses you off 3. Tag Noctis Research and an ape who needs to wake up $GME #GME #SilverBack Entertainment purposes only • DYOR

Eronima

19,717 次观看 • 7 个月前

THE SMOKING GUN OF THE LARGEST ACCOUNTING FRAUD IN HUMAN HISTORY 🚨 They called it a data glitch. They said it was a UI bug. But we just exposed the digital mirage hiding a multi-trillion dollar hole in the global financial system. 🕵️‍♂️ THE PLAYERS - Subject: The GME "Glitch" pricing a single meme coin at $2.08 Trillion. - The Victims: Every retail investor being gaslit by the mainstream financial media. - The Villains: Short hedge funds and market makers using synthetic tokens to dodge liquidation. 🔥 THE PATTERN A single GameStop coin on CoinMarketCap didn’t just spike—it broke the math. It hit $2,080,677,245,560.85 per coin, flashing a market cap of 41,404 QUINTILLION dollars. This isn't a glitch. It is the footprint of the Tokenized Collateral Theory. When their underwater GME short positions scream for a margin call, these "glitches" provide instant, infinite collateral on paper to kick the can down the road. 📊 THE EVIDENCE The naked short theory is no longer a conspiracy—it is the only logical explanation for the plumbing. Wall Street players have sold billions of synthetic shares they do not own. To hide these Failures to Deliver (FTDs), they allegedly use obscure crypto tokens as "locates." By spiking these tokens to astronomical numbers for a split second, they make their balance sheets look healthy enough to avoid the reaper. 🛡️ THE COVERUP It gets darker. These tokens are bundled into Total Return Swaps—complex derivative contracts designed to bury risk where regulators won't look. Predatory algorithms are speculated to intentionally mistake these crypto mirages for actual NYSE stock to create fake liquidity. They are printing infinite digital money out of thin air to cover a massive, unfillable hole in the traditional stock market. This is a shadow ledger operating in broad daylight. 📅 THE CLIMAX The system is redlining. While they tell you the "meme stock" craze is over, the backend data is screaming that the bills are coming due and they have no real way to pay. 1. Retweet if you want a full forensic audit of the DTCC. 2. Reply with NO SURRENDER to signal the line. 3. Tag Gary Gensler and ask why the "glitches" only go one way. #GME #Crypto #MarketManipulation Entertainment purposes only • DYOR

Eronima

75,078 次观看 • 6 个月前

BARCLAYS JUST LEAKED THE REAL PRICE OF GAMESTOP 🚨 They scrambled to hide it within hours—but the internet never forgets. 🕵️‍♂️ THE PLAYERS: - Subject: GameStop (GME) "glitch" on Barclays platform - The Victims: Retail investors kept in the dark - The Villains: Banks, brokers, and the system hiding true share value - The Whistleblower: Sneed (hero who caught the screenshot) 🔥 THE CRIME Barclays "accidentally" displayed GME's market cap at: $10,481,089,536,000,000 That's 10.4 QUADRILLION dollars. Per share price IMPLIED: $26,000,000 Current "official" price? $20-something. They expect you to believe this was a spreadsheet error. 📊 THE EVIDENCE - GME's "real" market cap: ~$11 billion - The glitch market cap: 10+ QUADRILLION (bigger than global GDP x100) - Dividend yield: N/A - P/E ratio: N/A - EMS: N/A Everything blanked out except THAT number. Multiple other stocks hit with similar "glitches" on Barclays platform same day. Coincidence? They're counting on you thinking so. 🛡️ THE COVERUP Screenshot vanished from Barclays within HOURS. No official statement. No apology. No explanation. Just memory-holed like it never happened. But retail caught it. We always do. This is what they DON'T want trending: - Could this be the REAL synthetic share count leaking? - Is their algorithm showing what GME would be worth if all shorts closed? - Did someone's internal system briefly tell the truth? 📅 THE TIMELINE February 2025: The "glitch" appears Same week: Scrubbed from platform Now: Radio silence from Barclays Remember 2021? They said GME was over. Then Roaring Kitty came back. Now this. CALL TO ACTION: 1. Retweet if you think retail deserves REAL transparency 2. Reply with "SHOW US THE REAL NUMBERS" 3. Tag Barclays Bank and demand an explanation 4. Thank Sneed for the research—legends dig where others won't #GME #GameStop Entertainment purposes only • DYOR

Eronima

15,553 次观看 • 7 个月前

THE WHITE HOUSE SHORT SELL BAN REVEALED: THE EXTERMINATION OF PREDATORS BEGINS 🚨 They never thought the trap would snap shut on them—but the hunters are about to become the hunted. 🕵️‍♂️ THE PLAYERS - Subject: Emergency Short Selling Ban - The Victims: Predatory Hedge Funds and Naked Shouters - The Villains: Wall Street Parasites draining American companies THE CRIME (🔥) For decades, they used counterfeit shares to bankrupt our companies and steal your wealth. They thought they were untouchable. But the model has shifted. Turkey already pulled the plug to stabilize their markets. Now, the contagion of truth is reaching Pennsylvania Avenue. The era of the infinite money glitch for Billionaires is hitting a wall of executive power. THE EVIDENCE (📊) Leaked intel suggests the administration is moving to freeze the sell button for the shorts. If the U.S. follows the global trend of market stabilization, the forced buy-ins will be historic. We are talking about billions in synthetic positions that MUST be closed. The mainstream media is silent because their donors are the ones holding the bag. Huge credit to The PP Show for breaking the silence on this contraband intel. THE COVERUP (🛡️) They call it liquidity; we call it theft. They will claim a ban "destroys price discovery," but what they really mean is they can't manipulate the price to zero anymore. This isn't just a rumor—it is a survival move for the American economy. When the ban hits, the exit door will be too small for every rat trying to flee the burning ship. THE CLIMAX (📅) Watch the headlines over the next 72 hours. The silence from the White House is the loudest signal we have. CALL TO ACTION (CTA) 1. Retweet if you want to see the shorts incinerated 2. Reply with "BAN SHORT SELLING" 3. Tag The PP Show to spread the signal #GME #BBBY #ShortSqueeze Entertainment purposes only • DYOR

Eronima

41,717 次观看 • 6 个月前

Elon Musk just told lenders he's paying back $17.5 BILLION in debt across X and xAI. Including $3 billion in high-yield bonds being redeemed early at 117 cents on the dollar. NOBODY knows where the money is coming from. And nobody seems to care. Let me explain why you should: Morgan Stanley has been calling existing lenders and telling them everything gets repaid in full. The X debt from the Twitter buyout. The xAI bonds from June. All of it. The bonds were structured to stay outstanding for at least 2 years. They're being called back less than a year later at a 17% premium. Bondholders are thrilled. Of course they are. They're getting paid above par on junk paper. But here's the part that should make you uncomfortable: xAI lost $1.46 billion in a single quarter last year. Burned through $7.8 billion in cash in the first 9 months of 2025. Revenue for the September quarter was $107 million. That's a company hemorrhaging roughly $1 billion a month. On a standalone basis, xAI exited 2025 at about a $500 million annualized revenue run rate. Even with optimistic projections, they might hit $2 billion in 2026. So where does $17.5 billion come from? xAI raised $20 billion in a Series E round in January. That's the most likely answer. Take the money investors gave you to build AI infrastructure and use a huge chunk of it to retire debt. But that's NOT a sign of strength. That's financial engineering. You raise $20 billion from investors who think they're funding the next frontier of artificial intelligence, then you turn around and use most of it to clean up the balance sheet before an IPO. Because that's what this is really about. SpaceX is targeting a confidential SEC filing as early as this month. IPO could come in June. Valuation targets exceed $1.75 trillion. The combined SpaceX-xAI entity currently carries about $18 billion in obligations. You can't take a $1.25 trillion company public with $18 billion in legacy debt from a money-losing AI startup and a social media platform that was acquired with leveraged buyout financing. So you nuke the debt. Clean the balance sheet. Present a simpler story to IPO investors. Smart? Absolutely. But let's be honest about what it actually is. SpaceX proper generated about $15 billion in revenue and $8 billion in profit in 2025. xAI generated roughly $250 million in six months and lost $2.5 billion doing it. At a $1.5 trillion IPO valuation, you're looking at roughly 94x trailing sales and 500x trailing earnings for the combined business. Those are not rational multiples. Those are lottery ticket multiples with better branding. And the $17.5 billion debt payoff doesn't change the underlying economics. It only changes the optics. xAI is still burning close to $1 billion a month. Grok still has a fraction of ChatGPT's market share. The revenue doesn't come close to justifying the infrastructure spend. What this reminds me of is the classic pre-IPO playbook taken to an extreme: Use private capital to dress up the financials, time the listing for maximum enthusiasm, and let public market investors hold the bag if execution falls short. The companies that need to clean house before going public are rarely the ones that reward you for buying on day one. My positioning hasn't changed. The AI infrastructure spending boom is real. But the returns aren't materializing for the companies actually deploying the technology. That gap between spending and results is where fortunes get destroyed. Stay skeptical. Stay disciplined. And remember: If the source of $17.5 billion in repayment capital is a mystery, it's a WARNING.

George Noble

471,839 次观看 • 6 个月前

🚨 BREAKING: BILLIONS of allegedly Fake $GME Shares Just Hit a MASSIVE Settlement Wall! 🚨 They created the synthetics. Now, the structure is forcing them to answer for it. 🧵👇 🕵️‍♂️ THE PLAYERS: Ryan Cohen & the HoldCo. Diamond-handed, long-term holders. 💎👐 VS. Every Market Maker, Swap Desk, and Naked Short still sitting on a mountain of phantom paper. 🧻📉 🔥 THE PATTERN: The Game Has Changed Assume the premise: Billions of fake and naked GameStop shares were printed via market maker exemptions, FTDs, and shadow swaps. But under a true HoldCo? Checkmate. ♟️ Only DELIVERABLE shares can be tendered into the new parent company. ✅ Legitimate shares move upstairs into Teddy. 🧸 ❌ Synthetic positions cannot be delivered. The broker that printed them? They still owe. 💸 The Warrants = The Ultimate Filter. 🎟️ 59 MILLION $GMEWS become allocation tickets for actual holders. Synthetic equity does not automatically carry matching warrants. Real holders convert. The fakes do not follow on the same terms. They get left in the dust. 💨 📊 THE EVIDENCE IS IN PLAIN SIGHT Swaps referencing GameStop are staring down a massive Corporate Action Event. The underlying asset is changing as GameStop becomes an operating subsidiary. Counterparties MUST: 1️⃣ Settle 2️⃣ Terminate 3️⃣ Completely re-paper those contracts 📝 A clean HoldCo isolates the $20 BILLION credit line and brings outside capital to the parent level. Legacy synthetic counts that existed against the old float suddenly sit MISMATCHED against the new capital structure. How does a mismatch resolve? Delivery, cash settlement, or FORCED CLOSE-OUT. 💥 Look at the OCC: They’ve already shifted warrant settlement to broker-to-broker with written officer attestations and strict buy-in language. The infrastructure for non-standard resolution is ALREADY PLUGGED IN. 🔌⚡ 🛡️ THE WALL STREET COVERUP They’ll call it a "normal merger." 🤡 They’ll ignore the delivery crisis. 🙈 They’ll pretend synthetic shares can just roll forward forever. THE STRUCTURE DOES NOT ALLOW IT. Real shares move. Phantom paper collides head-on with a historic settlement event. 🧱🏎️💨 📅 THE CLIMAX The pressure cooker explodes the exact second the tender and warrant exchange opens. 🌋 👇 DO YOUR PART: 🔁 RETWEET this so every single holder sees the mechanical risk to the fakes! 💬 REPLY with how many real shares you actually hold! 🏷️ TAG the accounts still pretending synthetics are risk-free! (Credit the original HoldCo mapping masterclass to Goatbeardz 🐐) #GME #Teddy #NakedShorts #MOASS #GameStop #BBBYQ #MMTLP ⚠️ Entertainment purposes only • DYOR ⚠️

Eronima

15,157 次观看 • 1 个月前

THE SILVER SABOTAGE EXPOSED: JANE STREET IS RAIDING THE VAULTS 🚨 They are playing a rigged game with your hard-earned wealth while the price of Silver gets decimated in broad daylight. 🕵️‍♂️ THE PLAYERS - Subject: Jane Street’s 500X Silver Surge - The Victims: Retail stackers and Silver squeeze investors - The Villains: Jane Street and the ETF architects THE FIRE (🔥) While you were watching the ticker, Jane Street exploded their position by 500X in a single quarter. They now dump 20.6 MILLION shares of SLV into the market, seizing a $1.6 BILLION stranglehold. They didn't just join the game; they became the house. As their dominance grew, Silver crashed 30% from its January highs. This isn't a coincidence—it’s a hit job. THE EVIDENCE (📊) Filings reveal a monstrous 87% leverage in options. They aren't just holding Silver; they are weaponizing it. By controlling the world’s largest Silver ETF, they have the ultimate "kill switch" for price discovery. We’ve seen this script before: Bitcoin 10 AM dumps, the Terraform Labs collapse, and regulatory probes in India. Everywhere they go, billions in retail wealth evaporate. Huge credit to Prashant Jha and CCN for unmasking this predator. THE COVERUP (🛡️) They call it "sophisticated financial engineering" to hide the raw manipulation. They use massive leverage to steer market swings, profiting from the very volatility they create. They hide behind the SLV ticker while the physical market screams for relief. They want you to believe the 30% drop was organic. We know better—it was engineered. THE CLIMAX (📅) The Q1 filings are out. The trap is set. Watch the 10 AM liquidity windows for the next coordinated dump. CALL TO ACTION (CTA) 1. Retweet if you believe the Silver market is RIGGED 2. Reply with "END THE MANIPULATION" 3. Tag Jane Street to let them know we are watching #Silver #SLV #SilverSqueeze Entertainment purposes only • DYOR

Eronima

15,892 次观看 • 6 个月前

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

726,292 次观看 • 7 个月前

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

364,697 次观看 • 2 个月前