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"@SpikeStang @thisistechtoday @texasrunnerDFW Yes they certainly have a ton of real estate equity - $17tn. With that said of 40-50m boomer households XX% have a mortgage. $200k average balance. Thats $3tn right there. All checks out. The issue is in the first piece not the second piece"
X Link @2136279841m1 2025-10-07T18:50Z XXX followers, XX engagements
"They get straight into the content here and don't mince words. Transcribed this part. Illustrative math I think they're doing: $3T equipment cost / XXX years = $545BN/yr required to break-even on equipment $545BN/yr equipment cash flow / .20 = $XXX TN to justify market cap expectations assuming they generate XX% FCF margins Build in more margin for other players in the ecosystem -- $3TN+ revenue requirement across ecosystem compared to current OpenAI revenue (largest player thus far) @ $13BN"
X Link @ShanuMathew93 2025-10-06T00:31Z 12.6K followers, 28.7K engagements
"With RRP having fallen effectively to zero in mid-Aug the cushion it provided to bank reserves is gone and bank reserves have been falling every week in fact since Aug 6th this last week by another -$10bn to $2.98tn down from $3.6tn Apr 10th (the highs of the year) and the least since the end of April and now edging into the danger zone level of sub-$3tn (a level that when it was breached catalyzed the indigestion in the credit markets in March XX (in part leading to the banking crisis) and again causing issues last April (Robert Perli head of the SOMA desk of the NY Fed confirmed we did see"
X Link @neilksethi 2025-10-05T14:40Z 15.7K followers, 2188 engagements
"1/ 🚨 Fed reserves just dropped below $3TN. This means US banks are running out of free cash at the Fed. Welcome back to a reserve-constrained regime. SOFR (short-term rates) could soon explode"
X Link @honzacern1 2025-09-28T05:21Z 5012 followers, 8138 engagements