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@DarioCpx Avatar @DarioCpx JustDario 🏊‍♂️

JustDario, a financial analyst, has been sharing insights on the market, focusing on the struggles of various economies, particularly Japan's ($jpy) and the potential consequences of the artificial intelligence (AI) hype. He warns of a looming crisis, citing concerns over debt, inflation, and the depreciation of fiat currencies, while investors flock to safe-haven assets like gold and silver. JustDario also scrutinizes the financials of major companies, including Softbank and OpenAI, questioning their sustainability and potential for a market bubble burst.

Engagements: XXXXXXX #

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Mentions: XXX #

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Followers: XXXXXX #

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CreatorRank: XXXXXX #

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Social category influence finance #1172 stocks #2458 technology brands XXXX% countries XXXX% currencies #1093 cryptocurrencies XXXX% exchanges XXXX% travel destinations XXXX% social networks XXXX% automotive brands XXXX%

Social topic influence stocks #403, japan #866, open ai #157, $jpy #1, money #949, has been #2074, $9434t #4, $nvda #938, china 0.67%, nvda #280

Top accounts mentioned or mentioned by @kshaughnessy2 @financelancelot @grok @pythiaatdelphi @flyeaglesfly529 @calvinl18696800 @specialsitsnews @dapstats @stockstormx @assouline99 @kakashiii111 @piqsuite @peterrhann1 @thestoneddaily @mothercabrininy @the_drdoom @barchart @synnaxai @realjimchanos @officialmcafee

Top assets mentioned NVIDIA Corp. (NVDA) Carvana Co. (CVNA) Advanced Micro Devices (AMD) AIntivirus (AINTI) Oracle Corporation (ORCL) CoreWeave, Inc. (CRWV) Taiwan Semiconductor (TSM) Microsoft Corp. (MSFT) Lush AI (LUSH) Wells Fargo & Co (WFC) Nebius Group N.V. Class A Ordinary Shares (NBIS) HSBC Holdings PLC (HSBC) SPDR S&P XXX ETF Trust (SPY) Intel Corporation (INTC) Credits (CS) Walmart, Inc. (WMT) Alibaba Group (BABA) Credit Suisse Group (CS) Morgan Stanley (MS)

Top Social Posts #

Top posts by engagements in the last XX hours

"I am starting to have a Dej V feeling here - To be fair a sudden sharp correction in the value of Japanese Banks would be totally justified differently for the run from April till today"
X Link @DarioCpx 2025-10-02T02:37Z 69.9K followers, 57.8K engagements

"Still few people understand this #gold #silver"
X Link @DarioCpx 2025-10-10T07:57Z 70K followers, 226.4K engagements

"$BABA cloud growth is driven by Alibaba portfolio companies using it not by external clients. This is why as a whole revenues only grew X% YoY nice trick to shift money from the left pocket to the right pocket but anyone who can read financials can spot this easily"
X Link @DarioCpx 2025-09-01T03:19Z 69.8K followers, 44.5K engagements

"BREAKING: Softbank & its subsidiary PayPay invest XX% in Binance Japan Here you go the cherry on top of the Masaponzi cake just dropped"
X Link @DarioCpx 2025-10-09T06:18Z 70K followers, 14.9K engagements

"Here you go SoftBank (that doesnt have cash left to spend) is forced to keep borrowing and now they are trying to raise cash using more $ARM shares as collateral when the value of those shares is manipulated to remain inflated - In case you wonder: this is fraud @kakashiii111"
X Link @DarioCpx 2025-10-10T09:46Z 70K followers, 66.3K engagements

"At this pace the first government action Takaichi will have to take as Japan PM will be to instruct the the MOF to sell $USD reserves to defend $JPY from imploding"
X Link @DarioCpx 2025-10-08T00:42Z 70K followers, 58.9K engagements

"Not only gold and silver havent felt the pinch of traders panic today but both of them closed the week in backwardation (Spot Futures) ⚠ Silver XXX% spread signals a huge stress but you better hope gold doesnt get there too - that would warn of a financial Armageddon"
X Link @DarioCpx 2025-10-11T00:43Z 70K followers, 103.1K engagements

"Why is everyone so surprised about @theinformation reporting $ORCL is losing money renting $NVDA GPUs Logically speaking: If there was real demand for $NVDA GPUs the company wouldnt need to pay to sell them in the first place 🤷🏻♂"
X Link @DarioCpx 2025-10-07T23:58Z 69.9K followers, 55K engagements

"BREAKING: $TSM revenues DOWN XXX% MoM Have you heard that sound The sound of something that just hit a ceiling I guess $TSM still wants payment in real money to make and deliver chips - how anachronistic 🤭"
X Link @DarioCpx 2025-10-09T06:25Z 70K followers, 33.1K engagements

"We are entering into $JPY FX intervention territory now ⚠ but I dont expect it will happen before we hit XXX. Surely US wont be happy to see Japan starting dumping $USD again in the open market - Stay vigilant"
X Link @DarioCpx 2025-10-06T03:50Z 70K followers, 91.4K engagements

"#JustDarioDaily ⚠ CARVANA A TICKING TIME BOMB ⚠ $CVNA 🔗 to Article 👇🏻"
X Link @DarioCpx 2025-10-13T14:04Z 70K followers, 58.7K engagements

"Cash on the sidelines drops to $4.6bn as I expected the chances are high it can hit zero this week. From that moment the FED will resume lending liquidity via Standing Repo marking the official return in action of the biggest money printer in the world"
X Link @DarioCpx 2025-10-08T00:38Z 70K followers, 36.6K engagements

"@antifah_Q I talked about it and said thats the reason BTC is going up already X years ago sir"
X Link @DarioCpx 2025-10-14T03:24Z 69.9K followers, XXX engagements

"If I had to bet I would say $WFC takes over Jefferies by the end of the month - its the only bank with spare capital that can absorb them after they got out of the penalty box for the mortgages fraud that capped their operations for years"
X Link @DarioCpx 2025-10-13T04:02Z 70K followers, 13.8K engagements

"SoftBank shares are up XX% so far today because of this announcement - ABB says the amount will be paid in cash if this is the case hows Masa son going to pay for it 🤔 Hopefully banks will be lending him all the money he needs (again) happy to take hyped shares as collateral"
X Link @DarioCpx 2025-10-09T00:52Z 70K followers, 41.2K engagements

"Considering this happened on gold EXACTLY at the same time there is only one player that can do such a trade: the BIS - Wonder if they have been instructed by their central banks clients to intervene forcefully"
X Link @DarioCpx 2025-10-14T09:50Z 70K followers, 99.9K engagements

"I can assure you that there wont be a Black Monday in Japan markets with XXX% probability 😊"
X Link @DarioCpx 2025-10-11T01:00Z 70K followers, 66.1K engagements

"Fun fact: on Monday US markets will be regularly open but because of Columbus Day holiday all FED systems but FedNow wont be operational. This means that financial institutions wont be able to wire funds between each other ⚠ - Not ideal if stocks tank and margin calls fly"
X Link @DarioCpx 2025-10-12T01:51Z 70K followers, 167.7K engagements

"When liquidity dries up in the system ponzi schemes start falling like flies. Be prepared to read these kind of headlines and how no one saw it coming more and more often in the future"
X Link @DarioCpx 2025-10-09T02:20Z 69.9K followers, 73.2K engagements

"I hope this chart I made helps everyone from professional to retail investors to understand what's truly going on among #OpenAI $NVDA $AMD $ORCL $MSFT $CRWV and $NBIS"
X Link @DarioCpx 2025-10-07T02:01Z 70K followers, 159.5K engagements

"I predict sell-side Wall Street equity research wont survive the burst of this bubble after it has been proven how damaging to markets and investors its non-independence is already in the DotCom and the GFC"
X Link @DarioCpx 2025-10-03T10:31Z 70K followers, 440.7K 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 @DarioCpx 2025-10-09T02:07Z 70K followers, 28.1K engagements

"For whoever is interested in a moonshot technology I suggest taking a look at this: In my humble opinion this will go gangbusters with advertisers since it solves a major targeting issue with social media advertising @LushAIAgency"
X Link @DarioCpx 2025-07-28T06:12Z 69.8K followers, 16K engagements

"LushAI isnt a meme but one of the (few) crypto projects that make real cash revenues with their product sold in the real world to real customers: I never invested in garbage and dont plan to do it anytime soon"
X Link @DarioCpx 2025-09-22T11:18Z 69.8K followers, 9737 engagements

"This is $SPY vs #GOLD - I hope this chart and my notes help to understand what happened what's happening and what will happen in the future till the next "Paul Volcker" becomes FED chair It also helps to understand why despite #stocks at ATH society felt richer XX years ago"
X Link @DarioCpx 2025-10-14T01:08Z 70K followers, 32.4K engagements

"I am going to publish a long overdue big article on $CVNA in X hours - stay tuned"
X Link @DarioCpx 2025-10-13T10:23Z 70K followers, 35.8K engagements

"There is one thing that still isn't a matter of discussion in MSM or social media: OpenAI still hasn't closed the $40bn funding it needs in 2025. ⚠ Only $10.3bn raised so far (and SoftBank needed to borrow $8bn to pay for its commitment). The problem OpenAI is still a "not-for-profit" company and investors don't like this setup anymore. Since there are close to zero chances OpenAI can turn itself into a for-profit company before year-end unlocking potential investors' demand is still there after all it has surfaced so far I will not be shocked to see $NVDA jumping in and injecting outright"
X Link @DarioCpx 2025-10-08T02:11Z 70K followers, 32.2K engagements

"Often people ask me what do I look for in my asymmetric moonshots - here is the perfect example: - Strong community - Strong team focus on delivering products with high revenues potential - Deeply undervalued Have been holding this for almost a year now being an investor"
X Link @DarioCpx 2025-10-05T10:40Z 69.9K followers, 33.2K engagements

"No OpenAI wont use as much power as NYC and San Diego for a very simple reason: it doesnt and will never have the money to pay for it"
X Link @DarioCpx 2025-10-05T10:27Z 69.9K followers, 38.7K engagements

"While the crypto space was flooded by a tsunami of margin calls and liquidations on Friday a small Ark was sailing through the the stormy sea following McAfee North Star 🥹 - once again big congrats to the $AINTI team for another incredible product launch 👏"
X Link @DarioCpx 2025-10-11T07:42Z 70K followers, 16K engagements

"This is the real reason Donald went nuts👇🏻and as you can see from the timestamp of the post I warned everyone XX hours in advance"
X Link @DarioCpx 2025-10-11T00:16Z 69.9K followers, 20.7K engagements

"I assume we now all agree SoftBank is a meme stock"
X Link @DarioCpx 2025-10-15T03:58Z 70K followers, 10.3K engagements

"Funny how after whats happening with First Brands no one in the media or socials is talking about $CVNA that is the equivalent of First Brands + Tricolor on steroids"
X Link @DarioCpx 2025-10-10T02:28Z 70K followers, 26.8K engagements

"What happened last Friday might have uncovered a problem many in the crypto space knew but didnt dare to talk privately: many platforms were allowing traders to trade on incredible leverage without having neither the assets nor the liquidity to allow them so. This off the books liabilities are a common practice of the global financial system due to rampant naked short selling and failed settlements that per se are a form of financing. As a result those platform had tight liquidation thresholds that have been triggered creating a waterfall effect since holes can only been closed mopping out"
X Link @DarioCpx 2025-10-13T09:19Z 70K followers, 72.1K engagements

"China just ordered its companies to stop buying any $NVDA GPU and trust me thats a broad ban those companies wont dare to go behind the government back Told you China wasnt messing around (like US does) 🤷🏻♂ Narrator: bullish $NVDA right"
X Link @DarioCpx 2025-10-10T04:24Z 70K followers, 65.8K engagements

"Not only this team has been building in the shadows for more than a year but has been generating real $ revenues too. I did my own research a year ago this is why I bet on significantly on it ever since"
X Link @DarioCpx 2025-07-24T07:44Z 69.8K followers, 25.2K engagements

"Imagine being a central bank without physical gold reserves right now"
X Link @DarioCpx 2025-10-13T11:29Z 70K followers, 71K engagements

"Answer: Gamma squeezing the razor thin float in the market - the most popular stock price manipulation technique of recent times"
X Link @DarioCpx 2025-10-10T04:18Z 70K followers, 12.2K engagements

"Beware ⚠ : when the bubble pops and stocks start moving lower but havent crashed yet wall street equity research will still recommend to buy those stocks either because they have to keep cheerleading their clients or because they have to unload their own bags still. 👇🏻"
X Link @DarioCpx 2025-10-04T14:32Z 70K followers, 621K engagements

"$JPY starts the week as expected"
X Link @DarioCpx 2025-10-05T23:48Z 70K followers, 72.4K engagements

"From Canada to Canazuela soon"
X Link @DarioCpx 2025-10-14T01:48Z 70K followers, 14.2K engagements

"According to this chart 2/3 of Silver annual physical production have just materialised out of thin air right into the delivery window at the LBMA. To me this sounds rather impossible especially with LBMA history of accepting bags of rocks instead of Nickel 🙄"
X Link @DarioCpx 2025-10-14T09:48Z 70K followers, 62.8K engagements

"All banks beating expectations today no single lender making any meaningful provision against Private Credit However this is no surprise considering the FED even excluded Private Credit from this year stress tests 👇🏻 No one cares if any goes wrong people will pay after all"
X Link @DarioCpx 2025-10-14T11:24Z 70K followers, 29.6K engagements

"BREAKING: Silver lease rates spike above XXX% Ladies and Gentlemen: its squeeze time"
X Link @DarioCpx 2025-10-14T01:20Z 70K followers, 128.5K engagements

"Japan is back in business after the long weekend and as you can observe taco Tuesday has been fully priced 🙂"
X Link @DarioCpx 2025-10-14T00:31Z 70K followers, 22.7K engagements

"Cash on the sidelines is down to 3.5bn$ - starting from Monday the US shutdown will begin to dent into banks liquidity and the house of cards will start wobbling after this small buffer dries up"
X Link @DarioCpx 2025-10-15T01:00Z 70K followers, 14.4K engagements

"Gold starts the week storming out of the gates and immediately hitting a new ATH - just a fyi"
X Link @DarioCpx 2025-10-12T23:55Z 70K followers, 19.5K engagements

"Meanwhile Japanese stocks"
X Link @DarioCpx 2025-10-06T06:55Z 69.8K followers, 69.4K engagements

"⚠BIG #GOLD #FOMO IN CHINA 👀 ⚠ The Gold Arena in #Shenzhen jewellery district was incredibly busy today all the other areas (pearls gemstones diamond and jewels) were almost desert (3rd and 4th pic) 🥲 Almost feels like there is a gold rush around here 😅"
X Link @DarioCpx 2023-11-11T12:00Z 69.9K followers, 99.3K engagements

"Magnetar simply doing what they did already in 2008 - once they are done cashing out then $CRWV will rug pull along with all other neocloud Ponzi schemes"
X Link @DarioCpx 2025-10-12T00:53Z 70K followers, 24K 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 @DarioCpx 2025-09-02T04:58Z 70K followers, 96.1K engagements

"Nobody trusts Jefferies anymore clients want their money back - just got this from a trusted source in Asia"
X Link @DarioCpx 2025-10-13T03:56Z 70K followers, 175.2K engagements

"Today I was listening to @SpecialSitsNews space and he said something that jolted me: GE businesses have a strong seasonality but this wasnt showing up in the earnings that were smoothened up using GE Capital who right before the end of every quarter sold large amounts of financial insurance - Fast forward GE Capital needed a government bailout since it surfaced they were mostly insuring toxic assets right Now please make me the favour and take a look to $NVDA revenues (pic1) and inventories (pic2) that given $NVDA product cycle are supposed to show a degree of seasonality right Not only"
X Link @DarioCpx 2025-10-13T02:05Z 70K followers, 16.7K engagements

"Silver is now 1.5$ away from triggering chaos in several large banks risk management department 🚨 Narrator: buckle up folks"
X Link @DarioCpx 2025-10-06T04:03Z 70K followers, 345.9K engagements

"Funny how Bloomberg left revenues out- then I realised the circle representing real revenues would have been be too small to spot. Honestly: if there are negligible revenues and the real cash comes from investors sucked in why is this a bubble and not a ponzi 🧐"
X Link @DarioCpx 2025-10-09T01:36Z 69.8K followers, 116.3K engagements

"Not when most of the growth is directly or indirectly government spending and the government is running a chronic deficit it can only finance through ballooning debt - if this strategy was successful by now Japan economy would have ruled the world 🙄"
X Link @DarioCpx 2025-10-03T00:11Z 69.8K followers, 14.4K engagements

"$AMD shares should be crashing as a result of this asinine agreement with OpenAI - but people dont know how to do math anymore and a bunch of Hedge Funds that have been buying OTC options to squeeze $AMD shares upon announcement is apparently confirmation that the deal is good"
X Link @DarioCpx 2025-10-06T16:14Z 69.9K followers, 58.1K engagements

"This is now a 3-Sigma daily move for JGB yields - at this pace the $JPY carry trade implodes even before Takaichi officially becomes Japan PM 🥹"
X Link @DarioCpx 2025-10-06T01:50Z 70K followers, 159.1K engagements

"Yes a ton of silver gasoline is currently being thrown on the unfolding banks toxic assets bonfire - something after a brief focus last week already scrapped from MSM headlines Stay alert for sudden breaking news from this front ⚠"
X Link @DarioCpx 2025-10-14T01:33Z 70K followers, 13.5K engagements

"Mr. Slammy is alive and kicking - I was starting to be worried for his wellbeing 🙂 Nice silver slam right before LBMA operations begin for the day 😉 Lets see how long it will last this time 🍿"
X Link @DarioCpx 2025-10-14T06:33Z 70K followers, 130.1K engagements

"@CryptoWizardd utility projects are going to fly big time now sir $AINTI $CPOOL and $LUSH my strong bets"
X Link @DarioCpx 2025-03-02T16:41Z 69.9K followers, 2804 engagements

"$WFC provision for credit losses (pECL) 680m$ DOWN XX% QoQ $C pECL 2.45bn$ DOWN XX% QoQ $GS pECL 339m$ DOWN XX% QoQ Remember: when the next First Brands blows up and hit them with billions of losses they will claim no one could see it coming"
X Link @DarioCpx 2025-10-15T00:52Z 70K followers, 8380 engagements

"Have they spun this around as AI efficiencies yet Just asking for a friend"
X Link @DarioCpx 2025-10-15T03:52Z 70K followers, 4868 engagements

"@chase00100100 I meant $LUSH sir they might not match hyperliquid current revenues but if their products go viral as I expect then surely they will start making a big amount of revenues themselves"
X Link @DarioCpx 2025-09-21T10:16Z 69.7K followers, XXX engagements

"The BOJ once again bails out banks and prints $JPY to push down $JGB yields and make sure insolvencies dont become public. Not surprisingly $JPY is depreciating faster because of this not because Takaichi win (she hasnt started to put in action her version of Abenomics yet)"
X Link @DarioCpx 2025-10-08T02:26Z 70K followers, 74.7K engagements

"Watch out for these guys the only project I know that is laser focused on building a revenue generating sustainable business. The reason why I bet big on them more than one year ago"
X Link @DarioCpx 2025-09-21T09:39Z 69.8K followers, 19.8K engagements

"This is why I wouldnt trust LBMA account of their physical silver holdings - they were literally storing bags of rocks instead of Nickel during the nickel short squeeze crisis years ago"
X Link @DarioCpx 2025-10-13T04:19Z 70K followers, 80.5K engagements

"I wonder if anyone ever looked closely at Jefferies balance sheet - it took me X minutes and no calculator to figure out that without Repo financing their cash position is negative"
X Link @DarioCpx 2025-10-15T01:37Z 70K followers, 82.4K engagements

"Fun Fact: the 5y US Credit Default Swap is roughly the same as Italy and HIGHER than the UK one ⚠ Isn't this a pretty remarkable distortion"
X Link @DarioCpx 2025-09-25T03:19Z 69.8K followers, 13.3K engagements

"BOJ DAILY UPDATE Another morning intervention today to make sure Japan markets could keep functioning without hiccups - XXX billion $JPY of Securities lent by the BOJ that now intervenes XX times since the 29th of July"
X Link @DarioCpx 2025-10-10T08:06Z 70K followers, 23K engagements

"Wild idea ⚠ $BYND is the most shorted stock right now OpenAI can open TRS on $BYND Archegos style then announce a partnership with $BYND to make AI meat to trigger an epic short squeeze and retail fomo. OpenAI closes the TRS cashing out a few billion $"
X Link @DarioCpx 2025-10-15T01:10Z 70K followers, 6561 engagements

"BOJ intervention number XX since the 29th of July - Shall we start betting on how long this can continue before the BOJ wont manage to keep it all together anymore"
X Link @DarioCpx 2025-09-10T05:56Z 69.8K followers, 71.3K engagements

"#JustDarioDaily ⚠ WILL SANAE TAKAICHI LAST LONGER THAN A HEAD OF LETTUCE⚠ #Japan #BOJ $JPY 🔗 to article 👇🏻"
X Link @DarioCpx 2025-10-08T13:34Z 69.9K followers, 74.9K engagements

"BOJ DAILY UPDATE Big post-holiday $JPY money printing day for the BOJ: X major operations for 900bn $JPY total ⚠Remarkably the BOJ offered XXX bn $JPY of outright cash vs collateral and received demand for XXX trillion $JPY 👀 XX interventions since the 29th of July"
X Link @DarioCpx 2025-10-14T06:57Z 70K followers, 39.6K engagements

"No worries in 20min the BOJ will surely lend Securities to banks so they can REPO them for cash and avoid selling JGBs in the open market to fetch it instead"
X Link @DarioCpx 2025-10-14T01:41Z 70K followers, 38.1K engagements

"Carvana managed to issue ABS right before Tricolor and First Brands bust sir that was lucky but it might be their last sale if delinquencies keep climbing. Surely now lenders are doing due diligence on $CVNA and if they find too many things they don't like they will start selling ABS in the market. Personally I would track that to monitor how much time $CVNA has left (the faster ABS prices go down the less time it has)"
X Link @DarioCpx 2025-10-14T00:28Z 70K followers, XXX engagements

"3 months ago in my last $HSBC analysis I flagged how the bank was inflating the value of their assets related to China but especially related to Hong Kong Real Estate Fast forward to todays Q2-25 earnings👇🏻🤷🏻♂"
X Link @DarioCpx 2025-07-30T07:57Z 69.9K followers, 11.9K engagements

"Tough question sir as a lender I would never buy in this kind of a deal. Looking at the numbers considering xAI has to buy $60bn more in GPUs for Colossus X I dont see this working with a 1:5 ratio. Unless people are out of their mind I would assume 1:2 and xAI will raise a 2nd equity+debt tranche"
X Link @DarioCpx 2025-10-08T00:48Z 70K followers, 1369 engagements

"Local HK newspaper Sunday headline Comment from one of those who missed the gold run: Its so frustrating that Ive switched to investing in silver instead"
X Link @DarioCpx 2025-10-05T05:51Z 69.9K followers, 42.1K engagements

"This team just solved the biggest social media monetisation problem Advertisers have been trying to tackle it without success since many years and this is the type of long investments I enjoy keeping in my portfolio - funny how people call me a bear simply because I dont wanna be part of the #stocks FOMO insanity 🙄"
X Link @DarioCpx 2025-08-26T08:53Z 69.8K followers, 12.4K engagements

"China doesnt want $NVDA or $AMD GPUs anymore so no problem here"
X Link @DarioCpx 2025-10-10T04:30Z 69.9K followers, 13.7K engagements

"Another golden nugget of Wall Street Equity Research here. Fun fact ⚠ : all companies rated as a BUY in this report of the DotCom era WENT BUST Thanks to @GlobalMacroZen for sharing 🙏🏻"
X Link @DarioCpx 2025-10-05T09:32Z 70K followers, 148.1K engagements

"Shorting futures now isnt enough anymore to hold silver back. 👀 People want physical not paper. The backwardation is now worsening and thats a sign of stress in the market. Buckle up because silver fireworks can start anytime now 🍿 ⚠"
X Link @DarioCpx 2025-10-09T12:46Z 70K followers, 154.5K engagements

"Jeffries followed the same playbook of Drexel Burnham Lambert since the GFC for both junk bonds and questionable equities filling the void left by major WS banks stepping away at that time. Investors starving for yield rewarded Jefferies that ramped up the business in the years"
X Link @DarioCpx 2025-10-09T03:28Z 70K followers, 180.1K engagements

"The arrow points to the moment when I warned about mounting FOMO for physical gold in China - Something I went to check myself personally at that time. Those who followed technical analysis instead of fundamentals at that time were calling for a top in gold. Funny isnt it"
X Link @DarioCpx 2025-10-08T05:57Z 69.8K followers, 89.1K engagements

"Few could predict OF success before OF became a huge business - in the same way few are paying any attention to whats happening here"
X Link @DarioCpx 2025-09-30T01:21Z 69.9K followers, 14.9K engagements

"ELEVEN FREAKING PERCENT INFLATION EXPECTED IN JAPAN"
X Link @DarioCpx 2025-10-10T04:41Z 70K followers, 275.7K engagements

"This is getting to a whole new level of ridiculous"
X Link @DarioCpx 2025-10-13T14:13Z 70K followers, 18.9K engagements

"Still no losses of any sort tied to this asset class are impacting any bank. Wonder why Because none of these assets is being Marked To Market and the regulator is ok with that not to spread any panic"
X Link @DarioCpx 2025-10-05T10:02Z 70K followers, 141.6K engagements

"Let me repeat this once again: sure there are many banks too big to fail but today those are also too big to bailout unless US people are happy to see what left of the real $USD value completely evaporating along with their real wealth - Weimar Republic style"
X Link @DarioCpx 2025-10-10T01:14Z 70K followers, 35.4K engagements

"Anyone that can do basics math and apply that to accounting using real economic data knows companies are cutting jobs to protect margins because revenues are more and more under pressure due of worsening economy and tighter - AI is just an excuse to hide the truth"
X Link @DarioCpx 2025-10-03T13:56Z 70K followers, 69.1K engagements

"Here we go I was waiting for someone to point this out. As a matter of fact here there are all signs $NVDA has been keeping a large amount of liabilities off the books Likely revenues have been reported while being unearned and should have been booked as a liability instead"
X Link @DarioCpx 2025-10-13T02:32Z 70K followers, 17.7K engagements

"The $JPY is quietly back at XXX - no worries though Japan wont directly intervene in the currency market before this hits 160"
X Link @DarioCpx 2025-09-26T00:11Z 70K followers, 11.6K 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 @DarioCpx 2025-10-13T02:51Z 70K followers, 120K engagements

"Signing a LOI with OpenAI is truly like adding .com at the end of a company name during the DotCom bubble - such a carousel of zero value nonsense but hey $WMT stock gaps up and opens green while the broader market is bright red so I guess it counts the trick worked out"
X Link @DarioCpx 2025-10-14T13:34Z 70K followers, 24K engagements

"Can someone kindly explain to me what export controls on critical software even means Serious question 🙏"
X Link @DarioCpx 2025-10-11T01:15Z 69.9K followers, 8690 engagements

"ChatGPT launched in Nov XX in Jan XX the US Regional Banks crisis started culminated with $FSB and $CS bust. Thats when the real economy crisis began but the big liquidity injection to bailout banks hid it behind stocks inflation. AI has nothing to do with whats happening"
X Link @DarioCpx 2025-10-02T11:38Z 70K followers, 86K engagements

"The Equity Market Volatility (EMV) tracker which combines market indicators (like the VIX) and fundamental indicators from corporate SEC filings back in April spiked to a level ABOVE the Covid crash and only second to the GFC crash. This time stocks haven't crashed. yet"
X Link @DarioCpx 2025-09-25T07:45Z 70K followers, 6700 engagements

"BOJ Daily Update Surprisingly only X relevant BOJ intervention today for XXX billion $JPY. The total rises to XX interventions in the past XX weeks"
X Link @DarioCpx 2025-10-06T08:35Z 70K followers, 50.2K engagements

"China is relentlessly piling up on gold this is also why its harder and harder for the BIS to keep a lid on the price as it used to do in the past on behalf of western central banks to hide the fast depreciation of their fiat currencies"
X Link @DarioCpx 2025-10-09T02:29Z 70K followers, 63.3K engagements

"Just take a look at the financials ffs SoftBank makes ZERO revenues from "AI" still. Its gains are only coming from the appreciating equity value of its stakes in "AI" companies (that make zero / small revenues from "AI"). All "profits" reported by SoftBank so far are NON-CASH"
X Link @DarioCpx 2025-10-09T02:13Z 70K followers, 14.5K engagements

"Bessent just stated the US Treasury is ready to take immediate exceptional measures to ensure market stability. As I said XX days ago: no one will care a about a #shutdown unless it sparks a bank run 👇🏻 We are X week away from liquidity problems to start escalating ⚠"
X Link @DarioCpx 2025-10-09T23:45Z 69.8K followers, 56.7K engagements

"Friday crypto experienced a carnage of ultra levered long positions - now the SAME amount that was liquidated in a single day has been placed as levered SHORT bets on $BTC alone 🤦🏻♂ It will be funny if those get wiped out in one day too - never forget: the casino always wins"
X Link @DarioCpx 2025-10-12T00:47Z 70K followers, 27.7K engagements

"Soon there wont be bars left to rush thats when the silver squeeze will truly become historic"
X Link @DarioCpx 2025-10-11T16:11Z 70K followers, 46.3K engagements

"Gold 4130$ Silver 52.5$ the FED is going to cut rates at least once more this year and is expected to keep cutting into next year - can someone kindly share this chart with Jerome Powell please"
X Link @DarioCpx 2025-10-13T23:49Z 70K followers, 52.2K engagements

"Let me ask this question one more time: how is OpenAI going to pay for this and other agreements All these LOIs are based on OpenAI paying money FIRST money the company doesnt have 🤷🏻♂"
X Link @DarioCpx 2025-10-06T13:53Z 69.9K followers, 25.3K engagements

"Banks borrowed 6bn$ from the FED standing repo facility this time while very interestingly the Overnight repo fell by 7bn$ to 49bn$ instead of rising From now on Reverse repo should dry towards zero while the liquidity borrowed from the standing repo will start rising"
X Link @DarioCpx 2025-10-01T00:25Z 69.8K followers, 53.2K engagements

"Just X years ago SoftBank SHUT its Robotics business after the bet didnt pay off since there was ZERO market demand. X years later SoftBank recycles the same playbook even if demand is still ZERO (reason why ABB wants to sell) - This time is different though right 🙈"
X Link @DarioCpx 2025-10-09T04:34Z 70K followers, 25.3K engagements

"China just dealt another big blow to produce advanced semiconductors outside of the country - of course this wont impact $INTC $NVDA or $TSM stocks right"
X Link @DarioCpx 2025-10-09T03:23Z 70K followers, 42.4K engagements

"@ImmerScheizze Personally I dont think so sir a market crash never started from ATH. If stocks keep rolling down then it can get space and trigger a crash but before that I believe people wont be that scared to lose their paper gains and cash out from stocks"
X Link @DarioCpx 2025-10-12T04:48Z 69.9K followers, XXX engagements

"Fun fact: investment bankers nicknamed Norinchukin Bank the CLOs whale Curious why Because the Japanese bank have been buying the biggest chunk of many CLOs and ABS issued FOR YEARS. All those sit in Norinchukin belly feel free to connect the dots"
X Link @DarioCpx 2025-10-13T02:26Z 70K followers, 44K engagements

"Jefferies total shareholders equity 10.5bn$ Jefferies NON CONSOLIDATED VIE Assets (CLOs ABS PE Other) 49bn$ Maximum exposure to loss 10.4bn$ (this is off the books) Feel free to connect the dots and make your own considerations"
X Link @DarioCpx 2025-10-15T01:56Z 70K followers, 21.9K engagements

"The $AINTI team just hinted to the community chat about a big announcement coming on Friday - I wonder what other rabbit they call pull out from their hat after they delivered so much already 😅"
X Link @DarioCpx 2025-10-06T04:10Z 69.9K followers, 11.2K engagements

"#JustDarioDaily ⚠ NO ONE WILL CARE ABOUT A US SHUTDOWN UNLESS IT SPARKS A BANK RUN ⚠ #shutdown 🔗 to article 👇🏻"
X Link @DarioCpx 2025-09-30T13:43Z 70K followers, 182.9K engagements

"BOJ DAILY UPDATE One more relevant market operation from the BOJ today for XXX billion $JPY - The total number of interventions since the 29th of July rises to XX Narrator: The BOJ can hardly take a single day off anymore"
X Link @DarioCpx 2025-10-09T08:25Z 69.9K followers, 94.6K engagements

"I just woke up and saw $SMCI closed up XXX% in the last session - I check for news or anything that can justify it but I find nothing Is a very bad news about to drop so $SMCI was squeezed to buffer it 🤔 Perhaps something to do with the X people arrested for chips smuggling"
X Link @DarioCpx 2025-10-01T23:46Z 69.8K followers, 15.7K engagements

"In technical analysis this pattern is called large financial institutions being steamrolled by a wave of margin calls on their silver naked shorts"
X Link @DarioCpx 2025-10-10T09:15Z 70K followers, 77.2K engagements

"I won't stop repeating this: all US AI hyperscalers have poor software training and inference methods and poor data which is why they need to use a ton of computing to "brute force" their models and improve them in a very business-unsustainable fashion. Meanwhile China keeps doing what it always does: delivering top-quality products at a tiny fraction of the cost"
X Link @DarioCpx 2025-09-19T03:52Z 69.9K followers, 40.2K engagements

"BOJ DAILY UPDATE As you can see the BOJ is doing YCC in the open market now ⚠Remarkable how banks offered X TIMES the amount of JGB than what the BOJ was willing to buy X TRILLION $JPY of liquidity injected today alone Total interventions jumps to XX since 29/07"
X Link @DarioCpx 2025-10-08T07:40Z 70K followers, 52.6K engagements

"Whats this a strategic reserve for ants"
X Link @DarioCpx 2025-10-12T05:11Z 69.9K followers, 20.6K engagements

"Either SoftBank shareholders didnt get the OpenAI / $ARM memo or they just figured that this is Masa son last resort to raise cash and failing to do so will trigger the (long overdue) SoftBank implosion"
X Link @DarioCpx 2025-10-14T01:23Z 70K followers, 25K engagements

"Same $SPY / #GOLD chart not in log scale gives a very good sense of how much real wealth has been destroyed since 2000 - People cheering a stock bubble purely fuelled by monetary inflation are effectively celebrating becoming poorer. Fascinating isn't it"
X Link @DarioCpx 2025-10-14T01:14Z 70K followers, 20K engagements

"Holy crap 😳 this is a huge achievement for the $LUSH team"
X Link @DarioCpx 2025-08-09T01:29Z 69.9K followers, 10.6K engagements

"Just woke up and I see the banking cartel entered in survival mode and shorted another gigaton of silver futures to push the price away from the critical level of 50$. However silver spot remains close at 49.25$ Lets see how long the silver slam will last this time 🍿"
X Link @DarioCpx 2025-10-09T22:58Z 70K followers, 75.6K engagements

"Spot silver is already back above 50$ - spreading with futures is now X% this is the threshold when the link between physical and paper breaks. ⚠ Get ready for incredible things to happen all of a sudden especially if requests for physical delivery start climbing fast"
X Link @DarioCpx 2025-10-10T07:15Z 70K followers, 372.8K engagements

"How many GW does OpenAI need to build for this"
X Link @DarioCpx 2025-10-14T23:50Z 70K followers, 8220 engagements

"OpenAI just announced it is working with $ARM to design its own chips needless to say $ARM shares skyrocketed. Meanwhile SoftBank that is OpenAI investor and Stargate partner is trying to use $ARM shares as collateral to raise 5bn$ more cash 👇🏻 - what a coincidence"
X Link @DarioCpx 2025-10-13T23:40Z 70K followers, 34.1K engagements

"Glad to see the PR stunt worked as intended"
X Link @DarioCpx 2025-10-15T01:04Z 70K followers, 9238 engagements

"SoftBank bought time thanks to incredible accounting shenanigans no one pays attention to. Investors apparently love it and are sending SoftBanks share price to the moon. Apparently all of them forgot what happened roughly XX years ago when Masa Son used the same playbook"
X Link @DarioCpx 2025-10-09T04:53Z 70K followers, 58.8K engagements

"Silver is 5$ away from triggering chaos at the top floors of some prominent banks around the globe (especially in US)"
X Link @DarioCpx 2025-09-27T03:26Z 70K followers, 727K engagements

"Finally the $AINTI project got back on X with their own account winning a long fight against those still against @officialmcafee even after his death - maybe because all he was warning about is turning out to be true 🤷🏻♂"
X Link @DarioCpx 2025-09-06T03:50Z 69.9K followers, 12.5K engagements

"From now on Reverse repo should dry towards zero while the liquidity borrowed from the standing repo will start rising As expected FED RRP just dropped like a stone from 49bn$ to 10.1bn$ now that banks window dressing is over ⚠ Only 10bn$ of cash on the sidelines left"
X Link @DarioCpx 2025-10-01T23:51Z 69.8K followers, 83.2K engagements

"Ok guys I am going to write about Jefferies since I cannot stop picking up junk - stay tuned"
X Link @DarioCpx 2025-10-15T02:02Z 70K followers, 9401 engagements

"Fun fact: once upon a time circular schemes always prompted the SEC to investigate. In the 1970s Warren Buffett himself was investigated because of his acquisition of Blue Chips Stamps which because of its structure looked like a Ponzi Scheme. He paid a small fine and was cleared but this is what the structure that raised suspicions looked like 👇 Does it look familiar to you What's incredible nowadays is the SEC doing absolutely NOTHING about all that's been happening for years in the "AI Circle""
X Link @DarioCpx 2025-10-09T02:56Z 70K followers, 104.3K engagements

"Once again I gave you the news before MSM could catch up"
X Link @DarioCpx 2025-10-15T03:04Z 70K followers, 10.9K engagements

"Such a coincidence to see the $JPY quickly hitting XXX as soon as Japan markets closed for the day - The BOJ should consider extending its working hours to keep the lid on it for longer going forward 🙂"
X Link @DarioCpx 2025-10-09T08:30Z 70K followers, 49.8K engagements

"$CVNA 🧐🫵🏻"
X Link @DarioCpx 2025-10-13T01:31Z 69.8K followers, 99K engagements

"Dear all please join me to welcome Bloomberg to the Twitter Randos club"
X Link @DarioCpx 2025-10-08T01:06Z 69.7K followers, 49.1K engagements

"Fun fact: I wrote these words X years ago because already at that time it was crystal clear how the "AI Boom" narrative sponsored by $NVDA was totally fabricated. After X years despite the mounting evidence MSM and prominent "experts" still don't dare to say out loud what's truly going on pretending there is any credibility in things like OpenAI $X Trillion of commitments. "Here is why the narrative fuelling #semiconductor #tech companies #FOMO had little to do with #AI Every time $NVDA chip inventories build up coincidentally a new narrative surfaces and the company can then unload its"
X Link @DarioCpx 2025-10-09T01:51Z 69.9K followers, 15.5K engagements

"🚨BREAKING: #EVERGRANDE TRADING SUSPENDED 🚨 Narrator: GAME OVER"
X Link @DarioCpx 2024-01-29T02:21Z 69.8K followers, 354K engagements

"Spot silver just broke 52$ Narrator: banks are seeing the white in the silver steamroller eyes now"
X Link @DarioCpx 2025-10-13T14:54Z 70K followers, 45.6K engagements

"In the IB industry everyone knew about Jefferies sketchy dealings yet the bank kept reaping fat fees (paying large cash only bonuses) for years and it was almost the envy of bulge bracket bank professionals at some point - Funny the spotlight is always pointed to these actors only when things ultimately implode rather than ahead of time warning people instead 🙄"
X Link @DarioCpx 2025-10-09T14:27Z 70K followers, 144.9K engagements

"Stocks jumping so much while yields rise is a big warning about future inflation - once yields will hinder the move and investors start selling the cash will then flood the real economy undermining $JPY stability and soundness even more"
X Link @DarioCpx 2025-10-06T03:56Z 70K followers, 34.4K engagements

"There is a ton of wisdom in this meme and gives an idea of how deeply broken and disconnected from reality todays markets are because of brainless passive investing"
X Link @DarioCpx 2025-10-10T02:25Z 70K followers, 38.8K engagements

"The perfect storm I warned about in this podcast X months ago silver + LBMA crisis + Systemic financial risk is now very close to hit the markets shores"
X Link @DarioCpx 2025-10-09T23:54Z 69.9K followers, 30.2K engagements

"BREAKING: Well surely #SoftBank needs liquidity 🚨 A big chunk of #SoftBank debts matures TODAY ⚠ Days ago we all missed it #SoftBank announced its 59th (not a typo) Unsecured Bond for 550bn $JPY targeting retails (oh dear) The best parts 🚩AOZORA BANK IS THE TRUSTEE Yes the same bank in troubles with #US #CRE ⚠ 🚩#SoftBank announced their reserves temporarily decreased due to upcoming maturing debt"
X Link @DarioCpx 2024-03-08T08:50Z 69.9K followers, 142.6K engagements