Now more people are talking about Private Credit. Surely the many headlines coming day after day about funds denying their investors’ requests to cash out resonate more with a larger audience, hence deserve more visibility in media hungry to attract engagement and maximize advertising revenues compared to all the warnings…
Category:Financial Analysis
OIL WILL DECIDE WHEN GOLD AND SILVER BOTTOMED
This week started with a “Bang!”, but I am not referring to the sound of bomb or rocket strikes somewhere in the Middle East, but to President Trump’s post that jolted global markets about 2 hours before US cash trading began on Monday. There is plenty of commentary out there…
MY STUPID STRATEGY FOR WARTIMES INVESTING
In the past 72 hours, traffic on social media was through the roof, especially on X, but another thing was off the charts: the amount of nonsense being spread left and right with the sole purpose of farming engagement. Am I an expert on Iran? No, I am not, and…
IS THE DUO NVIDIA – COREWEAVE ABOUT TO JOLT THE AI NARRATIVE?
Lately, I haven’t written that often like I used to about AI and all the wicked narratives that propelled the stock price of many companies in the space into the stratosphere. The reason is very simple: after more than fifty articles over 2 years (all archived here), until today, I…
WHY THE AI BUBBLE AND SILVER ARE TWO SPECULAR FACES OF THE SAME BROKEN SYSTEM
In the past few days, so many things happened in both areas I have been covering extensively for a very long time: AI frauds and Silver. While the two topics might appear very distant from each other, perhaps the only thing in common is how silver is increasingly used to…
COREWEAVE: THE WEWORK OF AI
It has been a while since my last article on CoreWeave (“COREWEAVE: A FRAUD HIDING IN PLAIN SIGHT“), and considering what has happened in the past few months, plus the latest development last Friday, I believe it is time to write a new chapter in this saga. Before we dive…
AI IS BECOMING ORACLE’S LITTLE BIGHORN
General Custer’s mistake, which he ultimately paid for with his own life, was to lead an attack against a force of Native Americans far superior in number to his own cavalry regiment, which ultimately surrounded and defeated him. Oracle is currently surrounded, not by Native Americans, of course, but by…
NVIDIA’S 6M GPU “SHIPPED”: A BACK-OF-THE-ENVELOPE MIRACLE OR THE AI BUBBLE’S BIGGEST RED FLAG?
Nvidia’s Jensen Huang just claimed 6 million GPUs shipped this year alone, fueling a $500 billion order backlog for Blackwell and Rubin chips through 2026. Sounds like the AI gold rush is hitting escape velocity, right? Wall Street high-fives, stock pops 5%, and suddenly everyone’s toasting to infinite scaling laws…
NVIDIA EARNINGS: MORE QUESTIONS THAN ANSWERS ON THE STATE OF THE AI BUBBLE
Nvidia just released its latest earnings report and, of course, it beat Wall Street analyst expectations once again, triggering algorithms’ FOMO buying in after-hours trading. Fun fact: Have you noticed that for the last 9 quarters, Nvidia has ALWAYS beaten analyst expectations for revenues and revenue guidance by $2 billion?…
SOFTBANK’S KAMIKAZE BET ON OPENAI
By now, it is an open secret that OpenAI is quickly running out of cash and is in desperate need of funding. SoftBank’s latest earnings report shows that OpenAI has few alternatives other than SoftBank paying for the second tranche of the $40 billion it committed to invest in the…