How does SpaceX make a loss?>Circular financing to bump revenue>Park all expenses under CAPEXWhy is it still bleeding? Doesnt make sense.
Also why are chips being used as collateral?Wtf is going onWhy is risk spreading everywhere?Is everything OK?
>>62606182Isnt moores law a thing? Why are tranches being issued and backed by gpus. Wtf bros.
>>62606192WHO IS BUYING ASSET BACKED SECURITIES WHAT THE FUCK WHY???!!!
>>626062021.4T in Collaterized Loan Obligations wtf why
WHAT HAPPENS IF MUSIC STOPS WHAT HAPPENS TO THE TRILLIONS IN ECONOMY FLOATING AROUND THE WORLD?IM GOING TO FUCKING SHOUT NIGGER
Ah nevermind. 401k is buying the risk. Thanks Americans.
I needed an excuse to
>>62606251Post Raden. My beloved.
Good thread.
Can smell the fear on the SPCX short bus riders
>>62606303https://youtube.com/shorts/hymOcFUkCHUThanks
The risk has diffused through global financial markets and is not isolated to tech.
I swear this board has the most schizos
>>62606490Its not schizophrenia if its a fact.
>>62606490We're based
>circular financingBecause no one investing in AI hardware or whatever wants to fucking buy anything from spacex, it has nothing to offer them.Circular financing means Microsoft buys semis from nvidia and then nvidia buys idk chips from sandisk and then sandisk buys gamerbux from some other company which is owned by microsoft so the money goes around in a circle.Spacex never comes into the equation.
>>62606629>Spacex never comes into the equation.xAI leased Colossus 1 at 1.25 billion a month to AnthropicExternal financing shells are buying GPUs for xAI, taking on the debt for xAINvidia is buying their own GPUs and leasing them to xAIAmong others
>>62606158Everything is fake and gay in the jewish financial system, they have money printers, think about it, anything valued in fiat is worthless.
>>62606629But their Japanese printers stopped working and they are selling JPY for CHF
>>62606158Does this bitch have a scat fetish because she's got some horrible pinkeye
>>62606755You would know you freak
Yeah burry said the same thing and look where that got him. Liquidated his ass. Sometimes the music doesn't ever stop. Zoom out.
>>62606760Well, i would shit in her mouth if she asked if that's what you mean.
>>62607187Music, just like life, ends eventually.
I want her
>>62606303this....
>>62606603on schizophrenia
>>62606192>Isnt moores law a thing?Not really anymore. Gains have slowed down a bit.
>>62608132>5x Higher Inference Performance: Up to 3.6 exaFLOPS of NVFP4 inference per rack on Vera Rubin NVL72, compared to 1.44 exaFLOPS on Blackwell GB300 NVL72. >3x to 3.5x Higher Per-GPU Compute: Roughly 50 petaFLOPS of NVFP4 compute per Rubin GPU versus 14 to 15 petaFLOPS on Blackwell. >2.8x Higher Memory Bandwidth: 22 TB/s via HBM4 per Rubin GPU compared to ~8 TB/s on Blackwell, eliminating data bottlenecks for memory-bound tasks. >2x Higher Interconnect Bandwidth: NVLink 6 delivers 3.6 TB/s per GPU (260 TB/s per rack) compared to NVLink 5's 1.8 TB/s on Blackwell. >10x Reduction in Token Cost: Up to a 10x cost reduction per generated token at scale for long-context and agentic workloads. >4x Greater Training Efficiency: Requires >4x fewer GPUs to train massive Mixture-of-Experts (MoE) models compared to Blackwell setups.Rubin has the architecture
Shit bear thread
Raden is cute!
>>62610241With the power of AI simulation, Blackwell will be obsoleted within 3 generations of GPUs
>>62610455Not to mention data center's demand for power far outpaces the growth in energy infrastructure, resulting in data centers being completely worthless until the energy catches up and by then the chips are obsolete. Even if they run their own power generators, hormuz blockage and increased energy demands will increase expensesAnyone exposed to these toxic CDOs will take a loss.
I'm dwad serious about this btw. I'm talking to a 19 year old asian who likes to do her eyes kinda like that. It's fucked up (and hot). She gets mad when it's called 'gyaru' because it's different but whatever it's the same bullshit. Man I love psychotic bitches. I'm twice her age
>>62610704I'm also talking to an asian like 27yo but she's not that goodlooking but has a nice body. She's sex addicted and promiscious. She basically claimed me as her 'future boyfriend' that makes me hard as fuck. I want to worship her.
Anyone institutional investor buying tranches of these ABS or the lease backed garbage sold by SVPs are CDOs are buying ticking time bombs.
>>62610759The cascading effect of a single SVP defaulting on both the investors holding toxic compute backed garbage and the hyperscalers themselves will wipe out trillions from the market.All of you already know this.
>>62610718Get the fuck in there anon. “Future boyfriend” is suspicious you need to be “my boyfriend”
>>62610793Vendor backstops can only go so far and even then, the damage to their books will make it worse.
>>62610800CDS spreads for hyperscalers are already surgingOracle is already confirmed to be dogshit with BBB-SPV bonds that are golden have yields that are as high as 7% and still climbingGPUs are illiquid toxic waste when they approach obsolescence.
Is the bear in the room with us, anon?
>>62611724OP is the bear in the room because he smells an elephant.
>>62611752What elephant?
>>62606158how many pounds of make up and fake shit? also wtf did she do to the corners of her eyes?
>>62606158Because it absorbed Grok which is a money burning machine that shits out nothing of value.>>62611891She drew on an outer corner to make her eyes look bigger.
>>62611891>how many pounds of make up and fake shit?cosplayers (the good ones) generally go to extreme lengths to look anime so this is the norm.
If things were as bad as OP claims then there would be a broad sell off which didnt happen because surprise surprise, OP is wrong. Permabears are making shit up to sell some kind of story for clicks and money.
>>62612010Stock market losing 1 trillion dollars over deepseek was an obvious sign that everything is over leveraged and backed by junk. When the reality hits the public, the music will stop. It wont just be 1T then.
>>62614524Youre on suicide watch arent you. BTC pumped 16% in a month and is likely going to hit 150k EOY
>>62611752Why arent you responding OP? Did you kys already LOL
>>62611993Does this include rubbing feces in their eyes to get that pink eye look?
>>62616907But this pump doesnt change fundamentals of the situation. Why are you so hostile?
>>62618507That's a man
>>62618669That is incorrect
>>62606158Bad case of pink eye right here.
