Technical, Fundamental, & Contrarian Investor/Trader - Equities, Crypto, FX - Data Analytics, 4IR, AI, VR, Space, Preventive Healthcare, STEM, Famiglia 👪💎
Greater NYC area
Joined March 2009
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ACE 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.
ACE retweeted
BREAKING: Water is wet.
Of course the woman who wanted to recruit an “anti-crypto army” is unwilling to acknowledge the many positive things digital assets have done for affordability and everyday Americans, so allow me to name a few:
-Payroll processing takes 5 days on average today, as you can see below. Stablecoins permit employers to pay their employees nearly instantly. For most Americans living paycheck-to-paycheck, getting paid 5 days earlier is a big deal.
-Warren’s beloved big banks charge nearly 15% to send $200 overseas, and the money takes days or weeks to arrive. Digital assets spare its customers many of the unnecessary fees and can move the funds nearly instantly, any day of the week.
For someone who claims to champion affordability and hates junk fees, she sure loves protecting them. Ultimately, digital assets have made a clear case, but she just keeps voting against them and the rules of the road she claims she wants, because she actually wants to kill crypto.
Builders should plan accordingly.
Sen. Elizabeth Warren (D-MA), the incoming Banking chair, could not name a positive impact of crypto on the financial system.
“I’m still waiting for crypto to make that case,” she told me.
Warren on what she wants Dems to do now —>
nytimes.com/2026/11/10/us/po…
ACE retweeted
EXCLUSIVE INTERVIEW: American rail startup @intramotev is enabling autonomous railcars for U.S. Army logistics and operating them 16 hours a day at American mines.
Based in St. Louis, where all six major U.S. freight railroads converge, the startup is retrofitting existing railcars with autonomous technology.
ACE retweeted
🚨 JUST IN: The US Senate has just ADVANCED the President Trump-endorsed affordability, economy and permitting reform bill, 62-21
Finally! Get it to 47's DESK
TRUMP: "This Bill is a BIG WIN for U.S. ENERGY INDEPENDENCE and DOMINANCE."
"This Landmark Permitting Reform Legislation will codify our America First Energy Agenda, and ensure that we can build Pipelines, Mines, and Power Plants faster than ever before."
It's the second big vote in two days.
It makes data centers of 20 megawatts or more pay their own grid costs instead of dumping them on your electric bill
Build PIPELINES, build power plants, lower costs, and create American JOBS is the goal here🇺🇸
Next up is debate, amendments and a full Senate vote
ACE retweeted
In 1946, the U.S. Army sent a classified squadron into the Arctic.
Codename: Project Nanook.
Officially, it was a mapping mission. But look at what the Arctic was hiding, and a pattern starts to form.
Pattern 1: The graveyards. Across the far north, sea creatures and land animals lie piled together on high ground. Different species and different habitats share the same grave, as if they died in the same moment.
Pattern 2: The muck. From Alaska to Siberia, the frozen ground is packed with mammoths, shattered trees, soil and debris, all mashed together. It doesn’t look buried slowly over time. It looks like something hit all of it at once.
Pattern 3: The boulders. Giant rocks and ice debris sit thousands of miles from where they came from. Something with unimaginable force moved them.
Pattern 4: The tropics. Tropical plants and animals. In ALASKA. Which means Alaska wasn’t always where it is now.
Now connect them. Mass death, violent burial, displaced rock and a land that changed latitude are not four mysteries. They are one event.
A massive, cyclical Geophysical Event.
Charles Hapgood later called it crustal displacement, and Einstein wrote the foreword to his book. Then the subject went quiet.
Today mainstream science explains each piece away, one at a time, so you never see the whole picture. Meanwhile the elites quietly build doomsday bunkers.
Ask yourself why.
They know the cycle. And they’re not telling you.
ACE retweeted
Aylo (formerly MindGeek) owns Pornhub, YouPorn, RedTube, Brazzers, Reality Kings and the related sites. Ethical Capital Partners, a Canadian private equity firm, owns Aylo outright since its March 2023 acquisition.
ECP's managing partner and reported majority beneficial owner is Fady Mansour. Partner and VP of compliance Solomon Friedman, an ordained rabbi from an Orthodox Jewish family, is the firm's most public face.
ACE retweeted
Introducing Ring Robotics, a new category of autonomous security launching with two products: Ring Drone Cam and Ring Rover Cam.
I’m so pumped to share what the team has been working on. Incredibly cool technology that puts security in motion. Details here: aboutamazon.com/news/devices…
ACE retweeted
Project Crystal Sun
Tesla has officially started construction of its massive new $10 billion solar manufacturing facility near Houston, Texas!
Construction is expected to finish in 2028, with commercial operations starting in Q1 2029. Total direct and indirect economic impact of the project is estimated to generate ~$6.4B in state and local taxes, and increase State of Texas GDP by ~$107 billion.
The factory will be a vertically integrated solar manufacturing facility, and it'll include:
• Wafer Manufacturing
• Ingot Manufacturing
• Coating
• Metallization and Printing Lines
• Cell Testing and QC
• Automation and Material Handling
• Cleanroom and Production Support
• Site Infrastructure
• Chemical Storage and Delivery
• Utility Infrastructure
• Environmental and Safety Systems
ACE retweeted
🚨 HOLY CRAP! HHS Sec. Bobby Kennedy reveals he can UNLEASH because GOP Senators can't hold his appointees hostage when they lose power in January — paired with Stephen Miller as Chief of Staff
"Republicans in the Senate, every time I tried to do something robust, I'd get calls saying, 'if you do that, we're not going to confirm your appointees.' So I said to the group at HHS, I said, the Democrats, no matter how great the appointee is, not one vote will go them!"
"The Senate no longer has ANY leverage over me...Then we have Stephen Miller, a friend of our movement — I don't think ANYTHING is going to get in our way now!" 🔥
Did I hear that right? Some Senate Republicans purposefully obstructed his MAHA efforts?
Absolutely unreal. MAHA is a 2024 mandate.
I hope the final 2 years of Trump's term are the BEST for MAHA 🇺🇸
That would also be good news to win in 2028, because we NEED to take everything back.
ACE retweeted
Nou kenbe pwomès nou…
Nou detwi kay Lanmò San Jou ak katye jeneral gang 400 Mawozo a.
Pifò ladan yo kouri ale san yo pa menm eseye goumen.
Ala lach yo lach! 🥲
ACE retweeted
Venture Global Reports Q3 2026 Results:
✅$4.8B revenue, bringing year-to-date revenue to $13.9 billion
✅$2.3B operating income
✅Raised 2026 Guidance: $10.0- $10.3B Consolidated Adj. EBITDA
✅Tightened CP2 first LNG target to July 2027 – 24 months after Phase 1 FID
ACE retweeted
OCTOBER'S 🇺🇸 CPI:
What got cheaper:
• Coffee: -3.6%, largest monthly drop on record
• Distilled spirits (ex whiskey): -1.5%, record decline
• Used cars: -1.2%, biggest drop since January
What got pricier:
• Lettuce: +7.9%
• City bus & train fares: +6.6%
• Newspapers & magazines: +4.5%
• Women's dresses: +3.7%
• TVs: +3.3%
• Food overall: +0.5%, biggest rise since April
• Groceries: +0.4%, biggest rise since April
• Dining out: +0.5%, biggest rise since December
All changes are month-over-month
ACE retweeted
Price changes over last year (October CPI report)
Fuel Oil: N/A*
Gasoline: +37.4%
Gas Utilities: N/A*
Electricity: N/A*
Overall CPI: N/A*
Food away from home: N/A*
Apparel: N/A*
Shelter: N/A*
Transportation: N/A*
Medical Care: N/A*
Food at home: N/A*
New Cars: +0.7%
Used Cars: -3.3%
*Absolute disgrace that these numbers are missing because of the "government shutdown" last October. And of course there was no bill passed to prevent this from happening in the future (make these workers essential and/or fund them through any shutdown), so we could see the same thing occur in December if the government shuts down again.
ACE retweeted
Shelter inflation inflecting higher again:
Rent inflation up 0.24% MoM and up 3.02% YoY, biggest annual increase since Nov 2025
Shelter inflation up 0.15% MoM and up 3.38% YoY, biggest annual increase since Oct 2025
ACE retweeted
BREAKING: Reindustrialization goes nuclear. America approves its first advanced nuclear facility at an industrial site, a major Dow chemical manufacturing plant in Texas.
The Nuclear Regulatory Commission just approved a construction permit for four X-energy Xe-100 reactors, designed to supply both electricity and high-temperature steam to Dow’s chemical manufacturing operations. Chemical production is traditionally a very energy-intensive process, requiring large amounts of electricity and heat.
This marks the first U.S. construction permit for high-temperature gas-cooled reactors in nearly 60 years.
ALT Source: X-Energy
ACE retweeted
VENTURE GLOBAL $VG Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $4.76B (Est. $4.69B) 🟢; +43% YoY
🔹 EPS: $0.96 (Est. $0.49) 🟢; +500% YoY
🔹 Adj. EBITDA: $2.58B (Est. $2.53B) 🟢; +69% YoY
Raises FY26 Guide:
🔹 Adj. EBITDA: $10.0B-$10.3B; from $8.7B-$9.1B
Other Q3 Metrics:
🔹 LNG Cargoes: 124; +24% YoY
🔹 LNG Volumes Exported: 467.1 TBtu; +26% YoY
Announcements:
🔹 Plaquemines Phase 1: Commercial operations Oct. 31, 2026; six cargos loaded
🔹 Power Island Units: Up to 16 new, 720 MW
🔹 LNG Offtake: 2.0 MTPA of new or increased 20-year agreements
🔹 CP2: 24 of 36 modules on site; first LNG production mid-year 2027
Key Updates:
🔹 Interest-rate swap gain: $1.37B included in net income and EPS
🔹 Weighted Average Liquefaction Fee: $6.46/MMBtu; 99% of available 2026 cargos contracted
Comments:
🔸 “Our strong operational performance and outlook on pricing have allowed us to raise the midpoint of our volume and Consolidated Adjusted EBITDA guidance for FY 2026, and we remain confident in our business heading into next year.”
🔸 “We are also excited about a potential new, additive line of business for the Company: expanding our existing and proven capabilities building and operating an island-mode power and infrastructure network to be able to offer an off-grid AI utility to support data centers.”
