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@DarioCpx JustDario 🏊♂️
JustDario has been highlighting concerns about the financial health of certain companies, particularly $CVNA (Carvana) and its accounting practices, which some believe are suspicious and potentially fraudulent. There are also warnings about stress in the US banking system, with banks borrowing large amounts of liquidity from the Fed and concerns about the stability of the financial system. Meanwhile, JustDario's own updates have been making waves, with some speculating that his commentary may be having an impact on the market, particularly with regards to $JEF (Jefferies) and $CVNA.
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- X Month XXXXXX +9.30%
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Social Influence
Social category influence finance #1620 stocks #1892 technology brands XXXXX% countries XXXX% currencies #404 cryptocurrencies #2537 travel destinations XXXX%
Social topic influence silver #163, $9434t #1, future #602, ai #6381, math #501, $nvda #51, liquidity #33, debt #75, asia #114, open ai #1525
Top accounts mentioned or mentioned by @grok @discountedbtc @jasoneburack @dapstats @mikecarlsn @kingkong9888 @rayfinkle5859 @lushaiagency @realjohngaltfla @01singularity01 @psibirskiy @todarorichard @paulallcho33149 @danield_analyst @frustrateddoe @maneco1964 @jamesxtrades @nm1573145833437 @gpmartinelli84 @tifintech
Top assets mentioned NVIDIA Corp. (NVDA) Carvana Co. (CVNA) Oracle Corporation (ORCL) CoreWeave, Inc. (CRWV) GameStop, Corp. (GME) Alphabet Inc Class A (GOOGL) HSBC Holdings PLC (HSBC) Intel Corporation (INTC) AIntivirus (AINTI) Lush AI (LUSH) Strategy (MSTR) Bitcoin (BTC) Clearpool (CPOOL) Polygon Ecosystem Token (POL)
Top Social Posts
Top posts by engagements in the last XX hours
"Considering it has been raining a bit in Aurora the CME can try to use the flooding issue excuse for its next data center outage in case they have to pull the plug on silver again today"
X Link 2025-12-10T01:32Z 80.9K followers, 15.8K engagements
"Just spoke to a commodity traders and he said the glitch excuse is bs. Silver futures book was very thin then a trade cleared the Offer side with no quotes left. According to him CME is giving time to market makers to reposition and avoid a price print off the charts"
X Link 2025-11-28T04:35Z 80.9K followers, 583.6K engagements
"Had an interesting conversation with a couple of friends today that are both hedge fund PMs - both complaining how the whole market is more and more zombified by passive investing and artificially low volatility and they see this not ending anytime soon. The biggest risk no one is prepared for is Trump losing his defence at the US supreme court with tariffs being scrapped overnight triggering hundreds of billions of refund to US corporations not a pop of the AI or Private Credit bubbles. If that pushes Treasury yields above X% people will have to quickly hedge volatility in a market that has"
X Link 2025-12-06T15:47Z 80.9K followers, 213.3K engagements
"Mark my words: $CVNA will beat the record of time between a company S&P500 inclusion and its chapter XX filing"
X Link 2025-12-08T01:13Z 80.9K followers, 297K engagements
"The longer they will try to defend the 59$ level on silver on the run futures the more powerful the breakout will be"
X Link 2025-12-09T10:16Z 80.9K followers, 48.5K engagements
"Well 🥲🤷🏻♂"
X Link 2025-12-09T16:21Z 80.9K followers, 21.8K engagements
"The FED just stroke X 🦅 with X 🪨: resuming QE and YCC Why YCC The FED will buy 40bn a month of Bills hence directly supplying liquidity to the US Treasury buyback program going forward - ptato potto 🤷🏻♂ QE+YCC = Inflation 🔥 no worries though BLS wont measure it 😉"
X Link 2025-12-11T00:18Z 80.9K followers, 50.7K engagements
"Oracle is hemorrhaging cash and claims 523bn$ or RPOs are sound orders while 3/4 of those come from companies hemorrhaging cash as well. Nvidia trying to keep both bodies alive makes total sense but who's going to pay for GPUs if debt investors and lenders ultimately tap out"
X Link 2025-12-11T00:52Z 80.9K followers, 65.1K engagements
"Not a single H200 will be sold in China for a simple reason: the government is forbidding any purchase and companies are already busy taking out Nvidia GPUs from mainland data centers. Lets stop this charade please"
X Link 2025-12-09T04:24Z 80.9K followers, 128.9K engagements
"Japan PM Takaichi is now panicking"
X Link 2025-12-10T02:37Z 80.9K followers, 96.3K engagements
"I confirmed what @maneco1964 shared during our interview. Not only there is an Asian buyer dead set to receive delivery of physical silver but also a central bank in the UAE doesnt negotiate on its request to receive physical that apparently is another large one"
X Link 2025-12-11T02:58Z 80.9K followers, 99.6K engagements
"This is what happens when Yield Curve Control starts being less and less effective"
X Link 2025-12-03T06:28Z 80.9K followers, 130.7K engagements
"No OpenAI isnt going to have half a trillion in operating losses until 2030 because is going to break the bank way earlier than that"
X Link 2025-12-04T19:28Z 80.9K followers, 286.5K engagements
"Trump losing the Tariffs case at the US supreme court is the biggest risk to markets virtually nobody is taking into proper consideration and by the look of it the president knows the outcome of the ruling"
X Link 2025-12-08T05:09Z 80.9K followers, 176.8K engagements
"I am sure SoftBank will do thorough due diligence on this claim before they sign the 22.5bn$ cash investment into OpenAI"
X Link 2025-12-08T12:10Z 80.9K followers, 17.4K engagements
"This is one of the best articles I have ever read. I literally mean ever not just about Nvidia"
X Link 2025-12-09T00:26Z 80.9K followers, 892K engagements
"Just putting this here for future reference. I personally think the odds of a BOJ rate hike decision are too skewed here especially when the JPY in the past few days might be telling a different story"
X Link 2025-12-09T03:11Z 80.9K followers, 15.8K engagements
"Once again the slam down hit silver Mar26 futures at 59$ - Clearly a sign that whoever is holding this up cannot afford this level to break anytime soon. Entertaining fight to watch"
X Link 2025-12-09T05:44Z 80.9K followers, 85.5K engagements
"Today the BOJ lent X trillion JPY to financial institutions. However those asked to borrow XXX trillion JPY 😳. I don't think it will be BOJ's wisest move to hike rates into a liquidity crisis. The total interventions count rises to XXX since the 29th of July"
X Link 2025-12-09T06:17Z 80.9K followers, 28.8K engagements
"Meanwhile $CVNA has just been included in the S&P500 and is being framed as a great "comeback story." I find it absurd how these X stories strictly correlated to each other in so many ways are developing in such a divergent way. Tells a lot about modern investors' strabismus"
X Link 2025-12-09T08:45Z 80.9K followers, 17.3K engagements
"These silver futures 60$ strike Jan26 call options are about to come into play"
X Link 2025-12-09T14:37Z 80.9K followers, 102.7K engagements
"TD Securities unbiased analyst calling the silver top when spot was trading at 58$ is already aging so poorly"
X Link 2025-12-10T03:24Z 80.9K followers, 12.5K engagements
"Takaichi might be panicking but surely the BOJ got her back (still) - 800bn $JPY intervention today notice how banks wanted to sell 4x the amount of 1-3y JGB the BOJ offered to purchase. The total number of interventions since July XX has risen to 156"
X Link 2025-12-10T05:52Z 80.9K followers, 39.5K engagements
"Silver London trading hours are about to begin and this is where we currently are"
X Link 2025-12-11T05:50Z 80.9K followers, 23.6K engagements
"Ladies and gentlemen let me present you the ultimate proof of how Nvidia is lying through its nose ⚠👇🏻 In the first paragraph of Nvidia now infamous memo to push back on the claims they stated not using SPVs to hide debt or inflate revenues. Specifically they refer to those odd 470$m in escrow I flagged in my post below as unique and immaterial. However in their latest 10-Q disclosure (second picture) the company mentions they signed commercial guarantees and agreements (plural) that can materially impact their business"
X Link 2025-11-25T04:40Z 80.9K followers, 618.9K engagements
"$INTC jumping XX% without no catalyst in sight smells like heavy insiders positioning ahead of a big upcoming announcement (likely the partnership to make Google TPUs in US as I warned about X days ago)"
X Link 2025-11-29T01:22Z 80.9K followers, 233K engagements
"If the rumour going around in Asia about a large commodity trader that requested a big physical delivery sending the CME in panic mode last Friday is true in few days the Comex Silver Inventory report will show a big outflow of Silver Registered inventory"
X Link 2025-11-30T01:21Z 80.9K followers, 822.2K engagements
"#JustDarioDaily ⚠ WHY SILVER CAN HIT $XXX BY MARCH 📝"
X Link 2025-12-01T14:02Z 80.9K followers, 344.6K engagements
"More insiders buy on $INTC - a bit surprised to see virtually no attention being paid to this in social or mainstream media. Whatever announcement they are cooking it must be big"
X Link 2025-12-03T02:56Z 80.9K followers, 37.9K engagements
"JUST IN⚠: XXX silver Dec XX future contracts have been requested for physical delivery equivalent to 2.75m oz of silver. The total physical settlement in December only from COMEX rises to 8855 equivalent to 44.275m oz of silver or XX% of all Comex silver free-float"
X Link 2025-12-03T06:38Z 80.9K followers, 133.9K engagements
"They only took X months to figure this out at OpenAI"
X Link 2025-12-03T10:55Z 80.9K followers, 625.8K engagements
"free and efficient markets mmm right People should really think carefully before trying to short a stock that has been so carefully cornered and the real float in the market is razor thin like SoftBank"
X Link 2025-12-04T02:59Z 80.9K followers, 35.8K engagements
"JUST IN⚠: an additional XXX silver Dec XX future contracts requested for physical delivery equivalent to 3.36m oz of silver. The total physical settlement in December at Comex rises to 9527 equivalent to 47.635m oz of silver (48% of the estimated Comex silver free-float)"
X Link 2025-12-04T07:03Z 80.9K followers, 85.6K engagements
"Spot silver vs Mar26 futures spread is now down to 0.4$ - just a fyi"
X Link 2025-12-04T11:04Z 80.9K followers, 33.2K engagements
"How much will these thousands of GPUs be worth once the whole world realizes only a tiny fraction of them will be used A figure not far from zero. - my words more than XX months ago the first of many warnings. It took a bit for the big boys to figure it out didnt it"
X Link 2025-12-04T19:35Z 80.9K followers, 60.7K engagements
"SoftBank is up 3000 JPY in the past X days - Amazing how these guys have been able to get away with these kind of shenanigans for so many years"
X Link 2025-12-05T03:07Z 80.9K followers, 39.4K engagements
"Dear SEC could you kindly help me to understand how $CVNA investors can hold more than XXX% of the existing shares of the company"
X Link 2025-12-08T02:04Z 80.9K followers, 123.1K engagements
"Allegedly there is a single big Asia based buyer that is dead set to receive a very large silver physical delivery by the 30th of December and so far it refused any cash amount offered by its brokers as an alternative"
X Link 2025-12-09T01:57Z 80.9K followers, 409.6K engagements
"I see many people claiming buyers of silver can be forced to cash settle. Let me clarify one thing: you cannot put cash in solar panels EV cars semiconductors or anywhere else in the industrial production where physical silver is needed. If manufactures dont get the physical they purchased from traders what happens next is a scramble to find it elsewhere otherwise they have to stop producing. If they stop producing they make no sales hence no revenues. If cash settlements start to be forced the physical market can break loose from the futures market that will lose its whole purpose and that"
X Link 2025-12-10T02:26Z 80.9K followers, 114K engagements
"Fear stage is next for SoftBank"
X Link 2025-12-10T03:11Z 80.9K followers, 64.4K engagements
"189 Dec25 silver futures contract put in delivery on Tuesday the total rises to 10448 or 52.24m oz. What's remarkable is Mar26 contracts OI jumped by over 3k contracts in a day bringing the total over 119k which is XX% of the total physical silver production in a whole year"
X Link 2025-12-10T07:56Z 80.9K followers, 42.1K engagements
"Spot silver in China is 2$ above whats traded at the LBMA - This is a pure arbitrage and till it stays in place physical will leave western vaults to be brought in China (hence not surprised to see SH inventories rising) putting pressure on LBMA and COMEX"
X Link 2025-12-10T09:54Z 80.9K followers, 38.5K engagements
"Good evening Europe good afternoon US and good morning Asia. I just woke up where shall I start to catch up from Powell Silver or Oracle 😅"
X Link 2025-12-10T23:40Z 80.9K followers, 15.2K engagements
"The BOJ takes a breather today sprinkling only 40bn JPY in the Japanese financial system. The total "market operations" count nevertheless keeps rising now XXX since the 29th of July"
X Link 2025-12-11T05:35Z 80.9K followers, 19.4K engagements
"I am so looking forward to the news"
X Link 2025-12-11T10:15Z 80.9K followers, 52.7K engagements
"BREAKING: JAPAN POST BANK DISCLOSED XXXX TRILLION $JPY (9.3bn$) OF UNREALISED LOSSES Developing exactly as I warned X month ago (post below) 👇🏻 Thanks @PaPaPa80755851 for sharing the document in Japanese not even the shadow of a news or anything available in English yet 🙏🏻"
X Link 2024-07-26T15:53Z 80.4K followers, 369.9K engagements
"I wonder how many people out there know that every German Bank Insurance and pension fund piled up on German 10Y Bund or longer at zero if not negative sometimes yield for years till 2022 I am not sure it ever happened in history to see an entire country financial system completely insolvent but Germany and Japan are working hard to win that race - with BOJ and ECB credibility living on borrowed times it will be difficult to cover up the extent of this mess for a long time hoping an economic miracle out of nowhere fixes everything"
X Link 2025-03-06T11:58Z 80.4K followers, 35.7K engagements
"@Binance_intern $AINTI $CPOOL and $LUSH"
X Link 2025-03-11T11:48Z 80.4K followers, 2190 engagements
"I am so looking forward to this product release from the $AINTI team pretty tired about the ton of personal info that can be extracted from a file upload on the internet 😅 @theemrsmcafee @officialmcafee"
X Link 2025-09-02T04:58Z 80.6K followers, 98.9K engagements
"Fun Fact: $CVNA 2030 bonds are trading at XXXXX while the 2029 bonds already trade at FIFTY and the 2028 ones at SIXTY FIVE Feel free to bookmark this post"
X Link 2025-10-13T02:51Z 80.8K followers, 125.6K engagements
"All small cockroaches circling around the mother of them all: $CVNA"
X Link 2025-10-18T04:31Z 80.8K followers, 80.4K engagements
"Apparently many DriveTime and Bridgecrest customers got sold a car with problems and paid 0$ upfront they returned the car and close the loan but $CVNA already sold that loan for full value and also sold the car for much less to raise cash without disclosing it to loan buyers"
X Link 2025-10-20T10:09Z 80.8K followers, 174.2K engagements
"Fun fact: At this running rate @LushAIAgency will make more revenues than chains like $POL currently trading at 2bn$ FDV while $LUSH FDV is just 4m$ This is why I love deep value investing in projects that make real $ money"
X Link 2025-10-24T08:50Z 80.5K followers, 9972 engagements
"$NVDA is a X trillion market cap company with only 11.6bn$ of cash at the bank and running a 70bn$ stock buy back programme - pretty much like a newborn kid wearing his parents clothes The scary thing is people out there mistaking the baby for an adult"
X Link 2025-10-29T14:23Z 80.8K followers, 77.8K engagements
"Omg this is unbelievable ⚠ - SoftBank booked gains on OpenAI shares by designating VisionFund2 to underwrite the second investment tranche at 500bn$ value that SBG cannot pay and created a Forward Derivative contract worth 8bn$ (all gains) out of thin air HOW IS THIS LEGAL"
X Link 2025-11-11T08:58Z 80.8K followers, 489.1K engagements
"Banks continue to use the FED standing REPO facility to get liquidity - the shutdown just ended and the liquidity stress in the system should fade soon. If it doesnt and this use of FED repo continues at least one bank authorised to borrow from the FED has issues on its own"
X Link 2025-11-13T14:01Z 80.3K followers, 14.9K engagements
"OpenAI is audited by Fontanello Duffield & Otake and this is their whole website (no joke feel free to check it out)"
X Link 2025-11-20T03:54Z 80.4K followers, 552.5K engagements
"Is it today the day everyone finally realised this 🤔"
X Link 2025-11-20T18:49Z 80.5K followers, 130.7K engagements
"Many people tend to forget that behind $NVDA there is $TSMC and the two have been working together longer than couples stay married on average. Hence they know each other very well. Now please take a closer look at this chart I made. What do you see You see that one of the key protagonists of AI is NOT EMBRACING the "overwhelming supply and immense future demand narrative" at all. On the contrary it looks like behaving as if it is making hay while the sun still shines isn't it Hope this helps 🙏"
X Link 2025-11-21T02:36Z 80.6K followers, 121.9K engagements
"In simpler terms: Nvidia overcooked its numbers and the market didnt like that burnt smell coming off them"
X Link 2025-11-23T10:49Z 80.6K followers, 76.7K engagements
"Do you remember Enron's mark-to-market accounting So I am getting told people saw this slide and realised how $TSMC capex isn't growing to match the delivery projections of $NVDA - I am looking forward to when those people realise that if you check $TSMC production it doesn't match with the GPUs revenues $NVDA has been reporting for many quarters. I give you a hint look closer at the sales $NVDA accounted as "Taiwan" so far and you will see there is something very wrong with those numbers. Furthermore as @kakashiii111 pointed out many times the Taiwan government's public data on semiconductor"
X Link 2025-11-24T02:55Z 80.4K followers, 120.4K engagements
"Starting from today GPUs are going to be equivalent to 2008 CDOs. The solvency of any company holding too many will be scrutinised because steep write offs are coming. Few understand this right now but more and more people will get what I mean here"
X Link 2025-11-25T10:22Z 80.3K followers, 293.4K engagements
"Our data centre has cooling issues - we need to shut the silver futures market"
X Link 2025-11-28T06:54Z 80.3K followers, 193K engagements
"Is there anyone out there still convinced that CME servers going down exactly when Silver was about to explode higher and reopening exactly right after banks got 24.4bn liquidity from the FED XX hours later when inevitably silver exploded higher is still all a coincidence"
X Link 2025-11-28T22:39Z 80.6K followers, 220.3K engagements
"SoftBank doing sloppy or potentially even zero due diligence on OpenAI doesnt surprise me at all - very interesting catch here the devil is indeed always in the details"
X Link 2025-11-29T00:44Z 80.3K followers, 18.3K engagements
"I listened to it and very informative - Personally speaking what Bob shares about PTJ here assuming this has been spotted by more traders in the market by Wednesday US close is coherent with the feedback I got about large orders on silver futures showing up on Thanksgiving night (Friday morning in Asia) and clearing a very thin book (who knows more PTJ or others tagging along his large silver position) prompting the CME to pull the plug to avoid the silver market spiking vertically due lack of Offer depth like it happened to the Nickel one (again during Asian hours) a few years ago. Every"
X Link 2025-11-30T04:56Z 80.4K followers, 37.5K engagements
"For standard silver futures contracts (not mini and not retail positions) in Comex this can only happen in case of force majeure (like a natural disaster impacting) or the failure of a big market participant that cannot be compensated by others triggering auto-liquidations"
X Link 2025-11-30T09:37Z 80.4K followers, 33.2K engagements
"7330 Silver Dec 2025 Future contracts already requested for delivery - that's 36650000 OZ of Silver If the Mar 2026 silver future contract starts trading in backwardation that's going to be a hell of a fireworks show"
X Link 2025-12-01T01:15Z 80.7K followers, 191.6K engagements
"I run the math again assuming COMEX and LBMA inventories are legit even if those 2997 dec silver futures go into delivery there should be enough free float to cover them. The silver market shouldnt break yet but surely there will be very little physical silver left around"
X Link 2025-12-01T01:55Z 80.4K followers, 80.8K engagements
"Confirmed this rumour on Silver was TRUE⚠ check out the CME Dec XX Silver futures Delivery data between Wed 26th and Friday 28th 👇"
X Link 2025-12-01T02:07Z 80.4K followers, 227K engagements
"Silver Dec25 Futures OI 2.9k Silver Futures American Options: - 60$ Strike OI 2439 - 65$ OI 1674 - 75$ OI XXX - 80$ OI XXX Silver can be squeezed to 60$ but still assuming all those options are exercised in futures and delivery is requested the market won't break yet"
X Link 2025-12-01T04:47Z 80.4K followers, 31.2K engagements
"@greg_cent SRF can grow up to 500bn so they have room for a while sir"
X Link 2025-12-02T01:56Z 80.2K followers, XXX engagements
"I am not sure whats difficult to understand about all of this the amount of poor math and logic all around this $MSTR vs Bitcoin matter is truly mesmerising 😅"
X Link 2025-12-02T02:14Z 80.3K followers, 30K engagements
"Here is the list of $MSTR largest holders mostly fund managers and hedge funds. This isn't a defense but I'd like to remind that Saylor did not pickpocket all these folks to go buy Bitcoins. Shouldn't some of the blame for the mess be shared by the enablers - Honest question"
X Link 2025-12-02T02:55Z 80.3K followers, 17K engagements
"Sharing what my friend just texted me: the amount of spoofing currently going on all around silver its ridiculous you keep seeing these large chunks on the offer side coming and going before they are hit but its enough for algos to react and hit the bid to push down prices"
X Link 2025-12-02T03:32Z 80.6K followers, 113.9K engagements
"Amazing to think SoftBank and fellow investors are about to throw 30bn$ more of cash into this astounding cash incinerator"
X Link 2025-12-02T04:56Z 80.3K followers, 13.3K engagements
"I foresee he is going to cry again when this floor holding up SoftBank shares breaks"
X Link 2025-12-02T04:59Z 80.3K followers, 39.5K engagements
"100% correct but guess what The economy and financial markets house of cards must be defended at any cost even if the future public costs of fixing this growing present mess are ballooning"
X Link 2025-12-02T07:40Z 80.7K followers, 20.1K engagements
"In case you had any doubt about the importance for those with interest in SoftBank to hold this specific support level"
X Link 2025-12-03T02:17Z 80.7K followers, 42.2K engagements
"@RealJohnGaltFla She forgot MBS is big underwater on the money he gave to SoftBank she might have missed that memo sir"
X Link 2025-12-03T02:31Z 80.4K followers, 1229 engagements
"SoftBank shorts being squeezed now - this is why youd rather stay far away from names like this one when in the long run most of both longs and shorts are assured to lose money 🙂"
X Link 2025-12-03T05:02Z 80.3K followers, 33.5K engagements
"The BOJ today surely did all it could to control JGB yields: XXX trillion $JPY X YCC purchases + X securities lending ones bringing the total number of market interventions since the 29th of July to XXX Fun fact⚠: banks wanted to dump X trillion $JPY of JGB which means they will sell in the market what the BOJ did not buy today (hence yields will continue rising)"
X Link 2025-12-03T06:33Z 80.3K followers, 72.3K engagements
"Do you know that for every 1bp this thing goes up someone in a Japan and someone somewhere else in the world are losing a truckload of money The nothing is happening macro tourists should better pray those someones can keep having enough liquidity to hide their insolvency"
X Link 2025-12-04T00:23Z 80.6K followers, 69.3K engagements
"My bet is that with 30y JGBs trading at XXXX% the BOJ will have to buy all this amount"
X Link 2025-12-04T01:34Z 80.4K followers, 34.8K engagements
"10 hours of CME servers having cooling issues during Thanksgiving night with freezing temperatures explained👇🏻"
X Link 2025-12-04T11:00Z 80.2K followers, 54K engagements
"JUST IN⚠: an additional XXX silver Dec XX future contracts put into physical delivery on Thirsday equivalent to 2.825m oz of silver. The total physical settlement in December at Comex rises to 10092 equivalent to 50.46m oz of silver"
X Link 2025-12-05T06:32Z 80.8K followers, 54.5K engagements
"500bn $JPY backstop from the BOJ today to wrap up the week without hiccups in the market - the number of interventions since July rises to 149"
X Link 2025-12-05T08:40Z 80.8K followers, 44.8K engagements
"JustDarioCigarTime - Podcast Episode XX ⚠ THE SILVER HEIST THE AI MIRAGE AND THE STORM COMING IN 2026🎙"
X Link 2025-12-05T14:08Z 80.8K followers, 118.1K engagements
"Me waking up and seeing X is all the rage against the incredible useless parasite the European Union is"
X Link 2025-12-07T01:53Z 80.4K followers, 10.4K engagements
"@mikecarlsn Thats wrong sir what he mentions is happening with gold not silver and is even official"
X Link 2025-12-07T13:49Z 80.4K followers, XXX engagements
"What about backing of a BOJ rate hike Just out of curiosity"
X Link 2025-12-08T00:27Z 80.3K followers, 19.8K engagements
"$CRWV rallies XX% in a week without much explanation to then punctually announces a 2bn$ convertible note because investors cannot swallow more toxic senior debt (see the CDS) and equity investors take the hit - these guys should really teach a master class on securities fraud"
X Link 2025-12-08T12:16Z 80.6K followers, 1469 engagements
"Literally when silver Mar26 futures hit 59.00$ - these people surely know they cannot take any risk but these slams are less and less effective"
X Link 2025-12-08T13:05Z 80.6K followers, 75.6K engagements
"Great Nvidia can now sell to China H200 chips that China not only doesnt care about buying but it also forbid mainland companies to buy and operate. Yes its companies can still buy and keep Nvidia GPU abroad but wont be allowed to train AI there using mainland data. Bullish"
X Link 2025-12-09T00:39Z 80.8K followers, 16.5K engagements
"Maybe I have PTSD from those days but this action on silver reminds me so much of whats happening on $GME (shorts trying to force the price down) till the moment the stock exploded like the Krakatoa Vulcano"
X Link 2025-12-09T05:52Z 80.9K followers, 36.6K engagements
"@CHILIKIWInft Oh XXX% isnt over but it will take a bit of time to surface it again considering how deep in UBS books has been buried sir"
X Link 2025-12-09T05:55Z 80.7K followers, 1181 engagements
"Why is $HSBC planning to take its subsidiary Hang Seng bank private Because this is the only way the bank can still hide its mounting pile of toxic real estate loans the market is starting to worry about. Fun fact: I warned about this too X YEARS AGO 🥹"
X Link 2025-10-09T02:07Z 80.9K followers, 28.7K engagements
"I believe I solved the mystery of $CRWV "restricted cash". ⚠ As you can see from $NVDA disclosures Nvidia is guaranteeing a "partner" lease obligations in case of its default so it can access funding in exchange for warrants. This partner put 470m$ in escrow coincidentally the same amount of "restricted cash" in $CRWV non-current assets. Fair question if everything is ok with this "partner" then why does Nvidia need to directly support it Assuming I am right and this partner is CoreWeave considering $NVDA large investment in $CRWV a significant amount of GPUs sold to $CRWV and guarantees to"
X Link 2025-11-20T01:57Z 80.9K followers, 305.6K engagements
"FunFact: CyrusOne Data Center in Illinois cooling issues impacting the CME arent currently impacting any other client operations of CyrusOne across all its Data centers according to DownDetector"
X Link 2025-11-28T05:44Z 80.9K followers, 265.2K engagements
"Lets see how long this CME data center excuse will stick around and how long will it take for it to be replaced with the real news that a CME market maker blew up"
X Link 2025-11-28T11:10Z 80.9K followers, 344.1K engagements
"Woah CME halts futures trading for the whole night and only resumes at the exact moment banks borrow 24.4bn$ of liquidity from the FED standing repo on a half day trading - no month end Friday Too many coincidences piling up here"
X Link 2025-11-28T14:15Z 80.9K followers, 585.7K engagements
"JUST IN ⚠: Physical delivery has been requested for XXX Dec XX Silver contracts - this brings the total to 8305 delivery requests equivalent to 41.5m OZ of silver or XX% of the estimated Comex Silver free-float 2361 OI remaining on Dec XX silver futures"
X Link 2025-12-02T08:51Z 80.9K followers, 113.1K engagements
"Kind reminder about Silver spot vs Mar26 Futures: silver squeeze round X the most spectacular one will begin when these X will start trading in backwardation"
X Link 2025-12-02T23:56Z 80.9K followers, 51.2K engagements
"Fun fact: $CRWV CDS spread is already X times higher than $ORCL implying a XX% default probability. Narrator: wait when investors run the math on $CRWV and realise the correct default probability is 99%"
X Link 2025-12-03T00:16Z 80.9K followers, 57.5K engagements
"Where are all those people who claimed I was spreading conspiracy theories hiding now I dont expect an apology but make me a favour: next time before questioning something when even evidence was provided think twice. Many thanks to all my followers who supported me 🙏🏻"
X Link 2025-12-04T11:51Z 80.9K followers, 67.1K engagements
"Shame on whoever decided to include Carvana in the S&P500. Now passive investors index funds pension funds and whoever else tracks the index is going to be forced to buy a piece of this fraud. Simply unbelievable"
X Link 2025-12-05T22:56Z 80.9K followers, 521.9K engagements
"These are silver futures American call options expiring in Feb 2026 - the OI keeps climbing at 80$ and 85$ strikes and I fear too little attention is being paid to such a strong and unusual positioning"
X Link 2025-12-08T04:01Z 80.9K followers, 163.1K engagements
"Just throwing some Fibonacci math over silver. I believe the red zone is where it will coil next before the big fireworks begin in Q1-26"
X Link 2025-12-08T07:15Z 80.9K followers, 72.2K engagements
"$GME price from XX Dec XX to XX Jan XX - very few saw it coming in the same way nobody expect silver to pull off a similar move right now - to be clear not this crazy in % but similar in magnitude and impact till they will pull the buy button"
X Link 2025-12-08T07:53Z 80.9K followers, 29.6K engagements
"According to my commodity trader friend here in Asia this bulk of Jan XX silver futures American options at 60$ strike (1800 OI) and 65$ strike (1131 OI) are those that can spark a significant price jump if silver futures aren't held below 60$"
X Link 2025-12-08T08:38Z 80.9K followers, 175.2K engagements
"$CRWV rallies XX% in a week without much explanation to then punctually announce a 2bn$ convertible note because investors cannot swallow more toxic senior debt (see the CDS) and equity investors take the hit - these guys should really teach a master class on securities fraud"
X Link 2025-12-08T12:18Z 80.9K followers, 30.5K engagements
"The largest AI datacenter built by Amazon doesn't have a single Nvidia GPU inside - I wasn't aware of this and I believe many out there aren't (especially many Nvidia "semi analysts" cheerleaders) Thanks for sharing @JasonEBurack"
X Link 2025-12-09T03:19Z 80.9K followers, 37.9K engagements
"And now the real fun begins"
X Link 2025-12-09T15:25Z 80.9K followers, 103.1K engagements
"When someone claims retail traders are behind the current move in silver prices please make me a favour and show that person this chart"
X Link 2025-12-09T16:41Z 80.9K followers, 26.2K engagements
"Nvidia can kiss goodbye to Chinese companies demand both onshore and offshore for good"
X Link 2025-12-10T02:52Z 80.9K followers, 36.4K engagements
"Or is it possible that OpenAI consistently inflates DAU and WAU to justify its valuation and reassure investors"
X Link 2025-12-10T02:54Z 80.9K followers, 22.4K engagements
"I am surprised there has been no attempt to slam silver futures down so far today. Surely yesterdays move showed virtually no effectiveness left but nevertheless seems too soon to see the cartel raising a white flag 🏳 and surrender"
X Link 2025-12-10T07:33Z 80.9K followers, 53.8K engagements
"OMG - Silver futures Feb26 80$ and 85$ strike American call options OI almost DOUBLED to 7k and 6.5k 😳 Someone is betting really hard on an epic move. too hard to wonder whether they have sure information about it"
X Link 2025-12-10T08:01Z 80.9K followers, 90.5K engagements
"Fun fact: right before earnings $ORCL price traded roughly at the same level from where X months ago jumped XX% in a day. Today $ORCL is expected to tumble XX% from there. Did Oracle change so much in just X months Yes it raised too much debt to fund questionable investments"
X Link 2025-12-11T06:15Z 80.9K followers, 24K engagements
"Silver is now 0.28$ away from backwardation on a future contract over X months away - this isnt a sign of a deep commodity market but sign of a market about to be under a massive stress"
X Link 2025-12-11T07:54Z 80.9K followers, 79.1K engagements
"#JustDarioDaily ⚠ AI IS BECOMING ORACLES LITTLE BIGHORN 📝 $ORCL $NVDA"
X Link 2025-12-11T14:02Z 80.9K followers, 17.1K engagements
"Hold on a second has the FED just removed the 500bn$ daily cap limit for the standing repo facility As far as I can read here now a single institution will be able to borrow up to 240bn$ of liquidity as long as they can post Treasury Agency or MBS collateral (40bn$ limit X2)"
X Link 2025-12-11T15:28Z 80.9K followers, 52.2K engagements