Dad of 3, Love Life and Smile it's Free!
California
Joined September 2018
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Derek Reyes retweeted
THIS IS THE MOST DANGEROUS DEAL IN THE ENTIRE AI BOOM.
Anthropic needs Broadcom's AI chips to run Claude.
It does not buy them directly.
Instead, Wall Street banks and Blackstone put $63 billion into a separate company, and that company buys the chips from Broadcom.
That company then rents the chips to Anthropic.
Over the life of these leases, Anthropic owes about $161 billion in rent on Broadcom equipment.
So where does Anthropic get the money to pay that rent?
Partly from Broadcom.
Broadcom has agreed to lend Anthropic up to $42 billion, and that money can only be used to pay rent on Broadcom's equipment.
Broadcom sells the chips, then lends the customer money to pay for them.
If Anthropic cannot pay the loan back in cash, Broadcom can take Anthropic shares instead.
So why is this dangerous?
First, the sales are not as real as they look. When a company lends its customer the money to pay its bills, part of its revenue is just its own cash coming back.
Second, everything depends on one customer. Broadcom's own filing warns about its dependence on a small number of customers for AI chip demand.
Anthropic alone owes $161 billion on its equipment.
Third, Anthropic does not have the revenue yet. It made $16.96 billion last quarter but has committed $895.4 billion to compute.
Many of these contracts must be paid even if Anthropic never uses the capacity.
Fourth, the chips are the collateral. AI chips lose value fast as newer models come out. If Anthropic cannot pay, lenders are left holding equipment worth far less than the debt.
If AI demand slows, the whole chain breaks at once.
Anthropic misses payments, Broadcom loses its biggest customer and its loan, and the banks and Blackstone take losses on the debt.
This exact setup played out in 1999 and 2000.
Lucent and Nortel lent billions to their own customers to keep equipment sales growing. When those customers went bust, the loans were never repaid, and both stocks collapsed.
The current situation is getting dangerously close to the dot-com bubble.
Derek Reyes retweeted
Man who receives Western money to protect Kyiv’s energy infrastructure - Vlad Sokolov.
This is not a joke.
As a result, Kyiv is left without electricity and without protection.
M'while, he has a penthouse in central Kyiv, a pool with a crocodile, and a Rolls-Royce. He has only two employees who help move the money offshore.
Later Zelensky and his circle will say they did everything they could, lock up a grandmother asking for peace, and demand the war continue along with more money.
No Russian propaganda could invent something like this. Ukrainian reality is far worse than any horror anyone could make up.
Derek Reyes retweeted
🇮🇱 BENNETT INTERRUPTS NETANYAHU DURING KNESSET SPEECH
A heated exchange erupted as Prime Minister Benjamin Netanyahu addressed the Knesset.
Netanyahu: “We need to investigate foreign interference in the elections.”
Bennett: “What about October 7?”
Bennett then challenged Netanyahu over his advisers’ alleged connections to Qatar.
Derek Reyes retweeted
Epstein Was Recently Spotted At A Restaurant In Brazil (11-6-2026). It’s Passing AI Checks & The Exif Data Taken From The Photo Authenticate Location & Time. Make sure yall go and
Follow @bobcancount
Derek Reyes retweeted
If you got friends that have big accounts, please consider dropping them a DM, tell them about @DonforOhio . He just won his race, and might be the only Rep we have in the House with a backbone.
https://teapawt.net/t.co/ZVEVCTNbdu
@MarkRuffalo @TheRickWilson @NancySinatra @AOC @krassenstein
Derek Reyes retweeted
Jeffries is threatening to withhold committee assignments from anyone who does not pledge their support for him to become speaker. So a loyalty pledge — sound familiar? Haven’t we had enough of governing by threat?? Isn’t this exactly what we just voted against?
Derek Reyes retweeted
TO EVERY NEW DEMOCRAT ELECTED IN THE HOUSE:
TELL ME SPECIFICALLY WHICH DEMS ARE THREATENING YOU TO FALL IN LINE.
IF THEY MAKE YOUR LIFE HELL, MYSELF AND ALL LEFT-WING MEDIA WILL MAKE THEIR LIVES HELL. REACH OUT.
Incoming Rep. Don Leonard says top House Democrats have threatened to “make [his] life a living hell” and cost him re-election if he continues attaching conditions to his support for Hakeem Jeffries for speaker.
His conditions: 1) a vote on an amendment to end Citizens United and 2) “end U.S. support for the war in Iran and the country, Israel, that led us into it.”
He says Jeffries is refusing to meet with him and the threats are like something “out of a movie.”
Derek Reyes retweeted
Thomas Massie: “I do have a message to the troops. This secretary has used our troops to go seize oil for large corporations in America. You shouldn't be used like that. You signed up to pledge your life for this country if need be, and that obligation shouldn't be diminished to stealing oil for big corporations.”
Massie is the first Republican I have ever heard admit to and condemn US imperialism. Most Democrats won’t even do this.
Truly uncharted waters here, but I’ll take it. We must end the US war machine. Our country has no right to wage endless wars to steal other countries resources.
If peace is to ever exist on this earth it must start here in the heart of the imperial core. Our government spends $1 trillion a year on war. Imagine the good we could do for our people and for the world with that money.
Derek Reyes retweeted
🚨 BREAKING: Montana has now completely banned corporate spending in politics.
Republicans are now suing to reverse it.
Derek Reyes retweeted
🇺🇸🇮🇷 The U.S. may be considering A GROUND INVASION of Iran through Iraq, and the consequences could be CATASTROPHIC
Iraqi newspaper Al-Mada has raised alarm over alleged American war scenarios discussed by Iraq's leadership.
One involves U.S. ground forces entering southern Iran through Iraqi territory. Another envisions Iranian forces invading Kuwait.
Neither scenario has been independently confirmed, and there's no evidence Trump has authorized an invasion.
But the military confrontation is already intensifying.
Washington is tightening its blockade, American forces have struck vessels attempting to breach it, and the threat of renewed fighting with Iranian air defenses remains.
Analyst Brandon Weichert warns that a full-scale ground invasion could overstretch America's military and potentially require bringing back the DRAFT.
Former intelligence official Joe Kent has raised a different concern: CENTCOM could draw Trump into a much larger conflict through limited operations conducted under existing authority, without an explicit presidential decision to launch another war.
Weichert goes further, suggesting intelligence officials may be driving escalation behind the scenes. That's his suspicion, not an established fact.
And there's another date attracting attention.
NOVEMBER 15.
Another American aircraft carrier is expected to become available around mid-November, potentially expanding Trump's military options.
The fear is that renewed American airstrikes could trigger Iranian retaliation, followed by demands for ground troops to finish what the bombing couldn't.
Weichert points to the Iran-Iraq War of the 1980s, which killed hundreds of thousands and dragged on for EIGHT YEARS.
After spending years fighting to get out of Iraq, Washington is now confronting reports of a possible plan to march through it into Iran.
And this time, the battlefield could stretch across much of the Persian Gulf.
@WeTheBrandon
Derek Reyes retweeted
Jennifer Welch: “Hakeem takes AIPAC money. I think we deserve politicians right now in this moment when we have a convicted felon in the middle of a pedophile ring that is ripping everybody off, taking taxpayer money, rewarding all of these bullshit contracts to all of these evil oligarchs. We need a Speaker of the House and a Senate Majority Leader that aren’t compromised. Who can look in the camera and say I’m not compromised, I’m fighting for America, for democracy, and for Americans”
Derek Reyes retweeted
Watch this.
It's really this simple.
Derek Reyes retweeted
Very interesting $VIX chart!
This year is ALMOST matching the last 20 year VIX seasonality to a tee! Obviously not going to be exact, but this is the closest I ever seen it.
If this is the case, is the VIX crush coming starting as soon as next week and for the remaining 37 trading days in 2026?
Interesting right?! 👀
Derek Reyes retweeted
Chuck Schumer has been in political office for 51 years and 10 months.
And at 75 years old he needs MORE?
After 51 years, he needs to lead the Senate AGAIN?
And you're going to give it to him?
That's your genius fucking plan??????????????????????
Derek Reyes retweeted
A great development: The Senate voted AGAINST the NDAA 50-46, denying Israel a merger with the US.
Those 46 who voted in favor, should face charges for treason
Derek Reyes retweeted
BREAKING: In a stunning moment, Republican Senator Ron Johnson just went on Fox News and admitted there is RAMPANT corruption within the Trump Administration. Every American needs to see this.
Derek Reyes retweeted
Let’s get everyone to shoutout @RabbiJeffx today, repost his shit and buy him coffee, the guy is doing the lords work