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This Is The Chart That Jensen Huang Does Not Want You To See

This Is The Chart That Jensen Huang Does Not Want You To See In October 2025, while the world and his pet rabbit was buying anything-AI with both hands and feet, we were the first to warn that "AI Is Now A Debt Bubble Too, Quietly Surpassing All Banks To Become The Largest Sector In The Market"... ...as the world began to wake up to the negative free cash flow implications of the unprecedented CapEx spend required to achieve AI-Utopia... and therefore the need to fund that via debt (and equity)... The...
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Jul 27, 2026 / Tyler Durden
Gold Isn't Returning... Confidence Is Leaving
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Jun 14, 2026 / Tyler Durden
Talking Across The Divide
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Apr 15, 2026 / Tyler Durden
Europe Drafts Pie In The Sky Plan To Free Up Hormuz Without 'Belligerent' Parties
Europe Drafts Pie In The Sky Plan To Free Up Hormuz Without 'Belligerent' Parties This is quite the ambitious headline revealing the latest 'plan' for Hormuz to come out of Europe, as it sits on the sidelines watching the US get potentially bogged down in the region following a month of heavy airstrikes on Iran: Europe drafts postwar plan to free up Strait of Hormuz without US, WSJ reports. This is apparently a plan for after the main crisis is over, amid the strait still being blockaded (with the each warring side insisting...
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