USQUA-RE-CONSULTING 不動産相談@usquare_kayaba
日本国債と円、破壊的な資本逃避を警告－トラス危機を想起とドイツ銀 bloomberg.co.jp/news/articles/… @businessより
posted at 13:06:00 削除 更新
USQUA-RE-CONSULTING 不動産相談@usquare_kayaba
何も考えてないのね。 民主党議員の「死刑」要求 米兵に命令拒否呼び掛けで トランプ氏(時事通信) #Yahooニュース news.yahoo.co.jp/articles/900ef…
posted at 11:08:31 削除 更新
USQUA-RE-CONSULTING 不動産相談@usquare_kayaba
本物のお姫様の立ち居振る舞い。やはりすげえと思わずにはおられんな。 紀宮様でも感じてたけど、これは市井の民草には無理っす。 天皇制いいとか悪いとかではなく。 愛子さま、古都ルアンプラバン訪問 県党書記と昼食、病院視察も―ラオス：時事ドットコム jiji.com/jc/article?k=2… @jijicomより
posted at 10:59:21 削除 更新
リツイートしました
Shanaka Anslem Perera ⚡@shanaka86
BREAKING: The $610 Billion AI Ponzi Scheme Just Collapsed Last night at 4pm EST, something unprecedented happened. Nvidia stock rallied 5% on earnings, then crashed into negative territory within 18 hours. Wall Street algorithms detected what humans couldn’t: the numbers don’t add up. Here’s what they found. Nvidia reported $33.4 billion in unpaid bills, up 89% in one year. Customers who bought chips haven’t paid for them yet. The average wait time for payment stretched from 46 days to 53 days. That extra week represents $10.4 billion that may never arrive. Meanwhile, Nvidia stockpiled $19.8 billion in unsold chips, up 32% in three months. But management claims demand is insane and supply is constrained. Both cannot be true. Either customers aren’t buying or they’re buying without cash. The cash flow tells the real story. Nvidia generated $14.5 billion in actual cash but reported $19.3 billion in profit. The gap is $4.8 billion. Healthy chip companies like TSMC and AMD convert over 95% of profits to cash. Nvidia converts 75%. That’s distress level. Here’s where it gets criminal. Nvidia gave $2 billion to xAI. xAI borrowed $12.5 billion to buy Nvidia chips. Microsoft gave OpenAI $13 billion. OpenAI committed $50 billion to buy Microsoft cloud. Microsoft ordered $100 billion in Nvidia chips for that cloud. Oracle gave OpenAI $300 billion in cloud credits. OpenAI ordered Nvidia chips for Oracle data centers. The same dollars circle through different companies and get counted as revenue multiple times. Nvidia books sales, but nobody actually pays. The bills age. The inventory piles up. The cash never comes. AI company CEOs admitted it themselves last week. Airbnb’s CEO called it vibe revenue. OpenAI burns $9.3 billion per year but makes $3.7 billion. That’s a $5.6 billion annual loss. The $157 billion valuation requires $3.1 trillion in future profits that MIT research shows 95% of AI projects will never generate. Peter Thiel sold $100 million in Nvidia on November 9. SoftBank dumped $5.8 billion on November 11. Michael Burry bought put options betting Nvidia crashes to $140 by March 2026. Bitcoin, which tracks AI speculation, dropped from $126,000 in October to $89,567 today. That’s a 29% crash. AI startups hold $26.8 billion in Bitcoin as collateral for loans. When Nvidia falls another 40%, those loans default, forcing $23 billion in Bitcoin sales, crashing crypto to $52,000. The timeline is now certain. February 2026, Nvidia reports fourth quarter and reveals how many bills aged past 60 days. March 2026, credit agencies downgrade. April 2026, the first restatement. The fraud that took 18 months to build unwinds in 90 days. Fair value for Nvidia: $71 per share. Current price: $186. The math is simple. This is the fastest moving financial fraud in history because algorithms detected it in real time. Human investors are 90 days behind. Read the full data driven deep dive article here – open.substack.com/pub/shanakaans…
retweeted at 10:40:02 削除 更新
リツイートしました
弁護士 関口 郷思（せきぐち さとし）@sekiguchisatosh
ちなみにちゃんと書くと条項例はこんな感じ。 「本契約に関する一切の紛争については、訴額に応じ○○地方裁判所又は○○簡易裁判所を第一審の専属的合意管轄裁判所とする」 調停を起こす可能性があるなら「一切の紛争（調停による裁判手続を含む。）」とする。調停の管轄は原則相手方の所在地や x.com/sekiguchisatos…
retweeted at 10:10:24 削除 更新
