GenesisAlpha @GenesisAlpha26
Just a guy hunting for Alpha in this grand script 📊 Hong Kong Joined September 2014-
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2026-2029 will be life change for all of us
Most of the people on this platform have no idea what's about to happen and how bad it's going to get. 2025 is going to seem like a dreamland of abundance and joy compared to 2027 - 2030.
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🇺🇸🇮🇷🇮🇱 US embassies are ordering families out of Qatar, Jordan and Bahrain... and the next round on Iran may be 48 hours away, midterms or not Two Iranian missile sites were reportedly hit tonight, and the New York Times says Washington and Israel are preparing the big strikes
True
تحذيرات هنري كيسنجر من الحرب قبل وفاته : - من لايسمع قرع طبول الحرب فهو اصم ( 2011 ). - قال ان الشرق الاوسط مقبل على احداث جسيمة (2022). - حذر كيسنجر من أن الحرب في غزة قد تجر العالم العربي بأكمله إلى الصراع (2023) - أكد كيسنجر أن التنافس الشرس بين واشنطن وبكين يضع العالم على
China-Japan conflict may start before invasion on Taiwan
🇯🇵🇨🇳🇷🇺 Japan’s jets are flying almost daily as China and Russia keep testing its air defenses. From April to September, Japan scrambled fighters 442 times, up 177 from last year. About 2/3 involved Chinese aircraft, with the rest linked to Russian flights. The pattern forces
AI Bubble hits 2nd largest concentration level in history, only behind the railroad mania of the 1880s 🚨 🚨
AI Ponzi
Business Insider confirms it: Amazon has warehouses of GPUs that can’t be installed, and is buying them so far in advance that a supply chain team said they “didn’t have a clear forecasted path” to installing them. businessinsider.com/amazon-220-bil…
If it’s true, then an attack is imminent
🚨 BREAKING: US forces have reportedly evacuated the Al-Udeid Air Base in Qatar..
🇺🇸 ❌ 🇮🇷❗️ - تسريب وثيقة إنفوجرافيك من البنتاغون يوضح خطة افتراضية لعملية عسكرية تهدف إلى السيطرة على الجزر الإيرانية خلال مناورة عسكرية . 🔹تيلجرام : t.me/OSINT_Arab . @S_1948_F
WTI November contract will be expired on 20th; Israel election on 27th; Brent futures expires at the end of month. War is imminent, an attack could happen anytime soon, which will skyrocket the oil price. Manipulation won’t be able to save Bessent this time.
Physical oil is trading at a $45 premium over paper oil. We are being flooded with fake news and paper oil... Meanwhile, we're running short of the actual physical stuff our economy depends on.
Absolute chaos
If anyone on Earth knows how to protest, it’s the French 🇫🇷
Dude knows it
Italy's Defense Minister Guido Crosetto on Trump: Donald Trump, in my opinion, now has only one enemy in the world: China. Everything else is a distraction for him. His objective is the great competition between the United States and China over who will have technological and
Few understands this
Hegseth on China: The single largest buildup in modern history, but maybe in world history, is what China is building out in the Pacific. Every single day, we're ensuring that our department is prepared to deter any change in the status quo that they might want to have on the
CDO squared it is
There are distressed junk bonds (some $14BN) backing data centers where the only tenant is CoreWeave which is itself funded by distressed junk bonds. Is that Junk Squared?
Imminent war is coming
BREAKING: The Emir of Qatar warns all of his citizens to prepare for the worst-case scenario in the Middle East, in a formal address today. "We must be prepared for the worst possibilities and everyone must bear their responsibilities, institutions and citizens."
The is precious😂
Q: You said Zacharia is an attorney. Where did she pass the bar exam? What state? ZACHARIA: When I moved to China
Data Center debt getting smoked today. Coreweave unsecureds tag 1000 g-sprd bps for the first time ever. Oracle unsecureds trading like deep junk. Even Meta's Project Beignet about to hit record wide
When Does The Credit Party End? Goldman, Morgan Stanley Map The AI Debt Binge As The Edges Start To Crack zerohedge.com/markets/when-d…
Great article
Today's newsletter is about how the AI bubble is inflated on the basis of made-up numbers that don't tell us anything, but serve to distract from the the fact that we have little good information about the economics of AI startups and data centers. wheresyoured.at/annualized-enr…
Pure manipulation
Why isn't oil at $200? Because "someone" keeps dumping oil futures all night long, and the CFTC refuses to look into it. Heck, even when it's clear-cut insider trading, the CFTC has been told to "back off," and they did. bloomberg.com/news/features/…
Update: The Yemenis warn civilians present near any facility affiliated with Aramco to evacuate it.
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