At least Iran doesn’t have a nuke
Trump Treasury Lining Up Private Debt Collectors To Seize Wages From Nearly 10 Million Student Loan Defaulters: Report zerohedge.com/political/trum…
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I've always defended X as the only platform to be on for financial discourse.
But it's getting harder to when the owner constantly amplifies narratives of collapse… of companies whose interests conflict with his own at $SPCX or $TSLA.
Would people be comfortable if $NVDA Jensen Huang owned $META?
And then the timelines were dominated by his amplified narratives of $AVGO failing?
I can't see how that would be healthy for grassroots discussion.
If you think about this contextually, this is the very definition of punching down — Robber Baron type shit
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
AMERICANS HAVE ABSORBED $262B ($2k per household) IN EXPENSES DUE TO IRANIAN WAR SINCE MARCH — BROWN UNIVERSITY
Obama:
A president doesn't have control over the entire economy.
But that is not the case here.
In this case, this administration's actions are directly responsible for rising costs.
Trump: "Now our soldiers are allowed to be strong people ... they are the best looking people you've ever seen. And they stand in the streets. And they walk up to a gang and they beat the shit out of them."
Trump:
Our country is making hundreds of billions of dollars because of what's happened in the Middle East.
Obama: "The guy has become billions of dollars wealthier in office. Nobody disputes this! It's just -- how do you do that when you're supposed to be looking out for you? And the worst part of it not a single Republican in Congress has done anything to stop it."









