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# ![@DarioCpx Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1334697627095506944.png) @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.

### Engagements: XXXXXXX [#](/creator/twitter::1334697627095506944/interactions)
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- X Month XXXXXXXXXX +21%
- X Months XXXXXXXXXX +57%
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### Mentions: XX [#](/creator/twitter::1334697627095506944/posts_active)
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### Followers: XXXXXX [#](/creator/twitter::1334697627095506944/followers)
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- X Week XXXXXX +1%
- X Month XXXXXX +8.10%
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### CreatorRank: XXXXXX [#](/creator/twitter::1334697627095506944/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1334697627095506944/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #1025 [stocks](/list/stocks)  #532 [technology brands](/list/technology-brands)  #3409 [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #1038 [currencies](/list/currencies)  #447 [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[silver](/topic/silver) #40, [ai](/topic/ai) #1578, [open ai](/topic/open-ai) #741, [bank](/topic/bank) 4.17%, [future](/topic/future) #266, [japan](/topic/japan) #1380, [liquidity](/topic/liquidity) #94, [dec](/topic/dec) #1139, [$jpy](/topic/$jpy) #1, [$nvda](/topic/$nvda) #18

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@discountedbtc](/creator/undefined) [@jasoneburack](/creator/undefined) [@frustrateddoe](/creator/undefined) [@birddog267701](/creator/undefined) [@jamesxtrades](/creator/undefined) [@mikecarlsn](/creator/undefined) [@kingkong9888](/creator/undefined) [@rayfinkle5859](/creator/undefined) [@psibirskiy](/creator/undefined) [@danield_analyst](/creator/undefined) [@lushaiagency](/creator/undefined) [@realjohngaltfla](/creator/undefined) [@todarorichard](/creator/undefined) [@a63738464](/creator/undefined) [@paulallcho33149](/creator/undefined) [@cryptonews_eth](/creator/undefined) [@lazycryptocoin](/creator/undefined) [@jeepneytango](/creator/undefined) [@01singularity01](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Carvana Co. (CVNA)](/topic/$cvna) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Bitcoin (BTC)](/topic/bitcoin) [Oracle Corporation (ORCL)](/topic/$orcl) [GameStop, Corp. (GME)](/topic/$gme) [Lush AI (LUSH)](/topic/$lush) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Strategy (MSTR)](/topic/$mstr) [AIntivirus (AINTI)](/topic/$ainti) [Basis Cash (BAC)](/topic/$bac) [Microsoft Corp. (MSFT)](/topic/$msft) [Intel Corporation (INTC)](/topic/$intc) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Polygon Ecosystem Token (POL)](/topic/$pol) [Ethereum (ETH)](/topic/ethereum) [JPMorgan Chase (JPM)](/topic/$jpm) [Bank of America (BAC)](/topic/bank-of-america) [Advanced Micro Devices (AMD)](/topic/$amd) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis)
### Top Social Posts
Top posts by engagements in the last XX hours

"Our data centre has cooling issues - we need to shut the silver futures market"  
[X Link](https://x.com/DarioCpx/status/1994298766925705401)  2025-11-28T06:54Z 80.2K followers, 193K 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](https://x.com/DarioCpx/status/1994939873019793575)  2025-11-30T01:21Z 80.2K followers, 822K engagements


"My bet is that with 30y JGBs trading at XXXX% the BOJ will have to buy all this amount"  
[X Link](https://x.com/DarioCpx/status/1996392706281820480)  2025-12-04T01:34Z 80.2K followers, 34.8K engagements


"What about backing of a BOJ rate hike Just out of curiosity"  
[X Link](https://x.com/DarioCpx/status/1997825344456495480)  2025-12-08T00:27Z 80.2K followers, 19.8K 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](https://x.com/DarioCpx/status/1996662816997261317)  2025-12-04T19:28Z 80.2K followers, 286.3K 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](https://x.com/DarioCpx/status/1998270213058679234)  2025-12-09T05:55Z 80.2K followers, 1156 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](https://x.com/DarioCpx/status/1993178071479075053)  2025-11-25T04:40Z 80.2K followers, 618.8K 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](https://x.com/DarioCpx/status/1994263840582684909)  2025-11-28T04:35Z 80.2K followers, 583.4K 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](https://x.com/DarioCpx/status/1994363223923937560)  2025-11-28T11:10Z 80.2K followers, 344K 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](https://x.com/DarioCpx/status/1994409708321718519)  2025-11-28T14:15Z 80.2K followers, 585.4K 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](https://x.com/DarioCpx/status/1995688153592828014)  2025-12-02T02:55Z 80.2K followers, 17K 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](https://x.com/DarioCpx/status/1996106739679461428)  2025-12-03T06:38Z 80.2K followers, 133.7K 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](https://x.com/DarioCpx/status/1997937614654242997)  2025-12-08T07:53Z 80.2K followers, 29.4K 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](https://x.com/DarioCpx/status/1998190774966759481)  2025-12-09T00:39Z 80.2K followers, 16.4K 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](https://x.com/DarioCpx/status/1998313003473903801)  2025-12-09T08:45Z 80.2K followers, 16.8K engagements


"Would it be ok if I keep sharing my personal investments and my full thesis around them I am asking because for it seems some people got annoyed by that in particular about $LUSH that is developing a hyper realistic AI influencers platform I believe it can be a success 🥲"  
[X Link](https://x.com/DarioCpx/status/1884156748543717887)  2025-01-28T08:29Z 80.1K followers, 21.2K engagements


"Holy crap 😳 this is a huge achievement for the $LUSH team"  
[X Link](https://x.com/DarioCpx/status/1953991937511567831)  2025-08-09T01:29Z 80.1K followers, 10.6K 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](https://x.com/DarioCpx/status/1977567943501484310)  2025-10-13T02:51Z 80.2K followers, 125.6K 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](https://x.com/DarioCpx/status/1980214720172118370)  2025-10-20T10:09Z 80.2K 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](https://x.com/DarioCpx/status/1981644523358056454)  2025-10-24T08:50Z 80.2K followers, 9967 engagements


"Some good news the day begins with the banks only borrowing 2.8bn$ of liquidity from the FED before US market open - surely investors selling some stocks to raise cash and reducing their leverage is also helping out here but dont see many celebrating this 🥲"  
[X Link](https://x.com/DarioCpx/status/1985709380982169901)  2025-11-04T14:03Z 80.1K followers, 34.5K engagements


"My 2cents: $MSTR premium is being squeezed like a lemon and this will carry on till the last drop of juice is out when it hits 1"  
[X Link](https://x.com/DarioCpx/status/1995350402896924749)  2025-12-01T04:33Z 80.2K followers, 33.6K engagements


"500bn $JPY over X operations today this brings the total to XXX BOJ interventions in the past X months Unusually busy first day of the month for the BOJ but fair considering the jitters in the Japan market"  
[X Link](https://x.com/DarioCpx/status/1995380192056148149)  2025-12-01T06:31Z 80.1K followers, 41.2K engagements


"10 hours of CME servers having cooling issues during Thanksgiving night with freezing temperatures explained👇🏻"  
[X Link](https://x.com/DarioCpx/status/1996535133328019651)  2025-12-04T11:00Z 80.2K followers, 54K 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](https://x.com/DarioCpx/status/1996778376410157376)  2025-12-05T03:07Z 80.2K followers, 29.6K 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](https://x.com/DarioCpx/status/1962741862374298060)  2025-09-02T04:58Z 80.2K followers, 98.8K engagements


"In case anyone is interested in how a viable AI business model looks like this is a well written deep dive (and if you get to the end I believe it will be clear why I started betting on them almost X years ago already)"  
[X Link](https://x.com/DarioCpx/status/1989974811083510065)  2025-11-16T08:32Z 80.2K followers, 21.6K 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](https://x.com/DarioCpx/status/1994281161561133165)  2025-11-28T05:44Z 80.2K followers, 265K 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](https://x.com/DarioCpx/status/1994536753131405360)  2025-11-28T22:39Z 80.2K followers, 220.3K 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](https://x.com/DarioCpx/status/1995300779104858534)  2025-12-01T01:15Z 80.2K followers, 191.6K 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](https://x.com/DarioCpx/status/1995777730823274520)  2025-12-02T08:51Z 80.2K followers, 113K engagements


"In case you had any doubt about the importance for those with interest in SoftBank to hold this specific support level"  
[X Link](https://x.com/DarioCpx/status/1996040955276001493)  2025-12-03T02:17Z 80.2K followers, 41.8K engagements


"This is what happens when Yield Curve Control starts being less and less effective"  
[X Link](https://x.com/DarioCpx/status/1996104277388042649)  2025-12-03T06:28Z 80.2K followers, 130.5K 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](https://x.com/DarioCpx/status/1996105400807031035)  2025-12-03T06:33Z 80.2K 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](https://x.com/DarioCpx/status/1996374770213150849)  2025-12-04T00:23Z 80.2K followers, 69.2K 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](https://x.com/DarioCpx/status/1996547869567005099)  2025-12-04T11:51Z 80.2K followers, 67K 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](https://x.com/DarioCpx/status/1996830118107603280)  2025-12-05T06:32Z 80.2K followers, 54.4K 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](https://x.com/DarioCpx/status/1996862192743075996)  2025-12-05T08:40Z 80.2K followers, 44.7K engagements


"JustDarioCigarTime - Podcast Episode XX ⚠ THE SILVER HEIST THE AI MIRAGE AND THE STORM COMING IN 2026🎙"  
[X Link](https://x.com/DarioCpx/status/1996944668009914615)  2025-12-05T14:08Z 80.2K followers, 117.9K 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](https://x.com/DarioCpx/status/1997077733323821355)  2025-12-05T22:56Z 80.2K followers, 521.4K engagements


"Mark my words: $CVNA will beat the record of time between a company S&P500 inclusion and its chapter XX filing"  
[X Link](https://x.com/DarioCpx/status/1997836841790402576)  2025-12-08T01:13Z 80.2K followers, 296.7K 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](https://x.com/DarioCpx/status/1997879076712013968)  2025-12-08T04:01Z 80.2K followers, 76.5K 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](https://x.com/DarioCpx/status/1997927994967687389)  2025-12-08T07:15Z 80.2K followers, 69.8K 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](https://x.com/DarioCpx/status/1998002168398533082)  2025-12-08T12:10Z 80.2K followers, 17.3K 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](https://x.com/DarioCpx/status/1998004267572171023)  2025-12-08T12:18Z 80.2K followers, 30.3K 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](https://x.com/DarioCpx/status/1998015963661472020)  2025-12-08T13:05Z 80.2K followers, 75.3K engagements


"This is one of the best articles I have ever read. I literally mean ever not just about Nvidia"  
[X Link](https://x.com/DarioCpx/status/1998187552805945528)  2025-12-09T00:26Z 80.2K followers, 886.6K 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](https://x.com/DarioCpx/status/1998210464598413715)  2025-12-09T01:57Z 80.2K followers, 322K 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](https://x.com/DarioCpx/status/1998247252369019316)  2025-12-09T04:24Z 80.2K followers, 120.9K 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](https://x.com/DarioCpx/status/1998275763620205055)  2025-12-09T06:17Z 80.2K followers, 28K engagements


"And now the real fun begins"  
[X Link](https://x.com/DarioCpx/status/1998413611660951961)  2025-12-09T15:25Z 80.2K followers, 94.6K engagements


"JUST IN: Aozora bank plunges XX% because US #CRE losses Hey isnt #CRE that sector $BAC didnt see any issues with whatsoever 🙄"  
[X Link](https://x.com/DarioCpx/status/1752873748355821630)  2024-02-01T01:57Z 79.7K followers, 125.7K engagements


"BREAKING: #Aozora bank is down another XX% this morning in #Japan #stocks market 🚨"  
[X Link](https://x.com/DarioCpx/status/1753215459644875215)  2024-02-02T00:35Z 79.7K followers, 38.2K 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](https://x.com/DarioCpx/status/1766023556306173964)  2024-03-08T08:50Z 79.7K followers, 142.7K 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](https://x.com/DarioCpx/status/1816864522193543229)  2024-07-26T15:53Z 79.6K 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](https://x.com/DarioCpx/status/1897617790816686231)  2025-03-06T11:58Z 79.8K followers, 35.7K engagements


"$NVDA is up XXX% in o/n trading on the back of the news they placed a 300k H20 order with TSMC an order they previously cancelled and an order of which the related revenues were already recognised in past earnings as inventory. This is ignorance to a whole new level"  
[X Link](https://x.com/DarioCpx/status/1950084059272544721)  2025-07-29T06:40Z 80K followers, 21.2K 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](https://x.com/DarioCpx/status/1975380863849558449)  2025-10-07T02:01Z 79.8K followers, 177.2K 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](https://x.com/DarioCpx/status/1976916318738931945)  2025-10-11T07:42Z 80K followers, 16.5K engagements


"Its no mystery I support this project since the beginning (and never sold a single token even if I could cash out big) - XX% of crypto has no value I dont disagree but a ton of long term value lies in the other X% of projects building useful tools like internet XX years ago"  
[X Link](https://x.com/DarioCpx/status/1979494211444764851)  2025-10-18T10:26Z 79.4K followers, 13.6K engagements


"In the future @LushAIAgency will be part of this ranking. In the same way nobody saw OF potential early the exact same thing is happening with this project that has been building and generating real revenues in the shadows for more than X years now"  
[X Link](https://x.com/DarioCpx/status/1979791684423885182)  2025-10-19T06:08Z 79.6K followers, 26.2K engagements


"Kind reminder: The US shutdown is currently expected to last XX more days. However in X days you will start seeing some banks beginning to have serious liquidity problems and the gap from there to a 2023 style digital bank runs isnt that wide"  
[X Link](https://x.com/DarioCpx/status/1982964154509176977)  2025-10-28T00:14Z 79.9K followers, 54.9K 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](https://x.com/DarioCpx/status/1983540090967367905)  2025-10-29T14:23Z 79.8K followers, 77.7K engagements


"Personally I have a growing gut feeling the US administration will announce a large public plan in support of US AI hyperscalers (aka bailout) in the foreseeable future - that package wont be enough but it will buy some more time for this bubble perhaps till midterms"  
[X Link](https://x.com/DarioCpx/status/1990588040151261588)  2025-11-18T01:09Z 79.4K followers, 173.8K engagements


"OpenAI is audited by Fontanello Duffield & Otake and this is their whole website (no joke feel free to check it out)"  
[X Link](https://x.com/DarioCpx/status/1991354380591980695)  2025-11-20T03:54Z 80.2K followers, 552.5K engagements


"In simpler terms: Nvidia overcooked its numbers and the market didnt like that burnt smell coming off them"  
[X Link](https://x.com/DarioCpx/status/1992546148184400170)  2025-11-23T10:49Z 80.2K followers, 76.7K engagements


"$ORCL claimed a 350bn$ jump in RPOs the stock jumped XX% that day. Fast forward $ORCL lost way more than that after investors realised OpenAI orders are toxic Whoever thinks most of that $NVDA 500bn$ pipeline isnt mostly related to OpenAI is living in La La Land"  
[X Link](https://x.com/DarioCpx/status/1992792795699204175)  2025-11-24T03:10Z 80.1K followers, 18.9K engagements


"Told ya. So Chinese government is forbidding ByteDance to deploy the Nvidia GPUs they purchased According to my sources plans are in place to replace all Nvidia GPUs from country data centres and company are already strictly forbidden from taking data abroad to train models"  
[X Link](https://x.com/DarioCpx/status/1993656554323918905)  2025-11-26T12:22Z 79.7K followers, 55.9K engagements


"Surprisingly busy day for the BOJ despite US stocks thanksgiving holiday 🧐 900bn $JPY market operations across YCC and liquidity injections Total number of interventions since the 29th of July raises to 137"  
[X Link](https://x.com/DarioCpx/status/1993950401566265732)  2025-11-27T07:49Z 79.4K followers, 43.4K engagements


"UBS Chief Risk Officer just skipped a heartbeat"  
[X Link](https://x.com/DarioCpx/status/1994218504934039599)  2025-11-28T01:35Z 79.7K followers, 50.8K engagements


"CME at Thanksgiving night in a low volume market: our server provider has cooling issues so we stop market operations - maybe cooling issues only in a portion of the data center (that has a XXX% uptime record fyi) since no one else is having problems 🤔🤷🏻♂"  
[X Link](https://x.com/DarioCpx/status/1994285207923388546)  2025-11-28T06:00Z 79.7K followers, 73.3K engagements


"The CME tech support currently trying to fix the server cooling problem (for those who believe thats the problem)"  
[X Link](https://x.com/DarioCpx/status/1994329696591597926)  2025-11-28T08:57Z 79.5K followers, 35.3K engagements


"Sorry but based on the last asset attestation published according to Synnax real-time and XX days ahead AI/ML powered risk-monitoring #Tether is fine 🤷🏻♂ If anything goes wrong with its Bitcoin Gold or non-Tbills holdings I expect Synnax will be the first to flag a warning"  
[X Link](https://x.com/DarioCpx/status/1995157561541308709)  2025-11-30T15:46Z 79.4K followers, 9844 engagements


"How can stock be so resilient when JGB yields keep climbing The answer lies in the amounts borrowed from the Fed's standing REPO facility and other central bank facilities like the BOE ST-OMO repo facility to compensate for funding pressure on the JPY carry trade front"  
[X Link](https://x.com/DarioCpx/status/1995667892105535570)  2025-12-02T01:34Z 79.8K followers, 29.1K engagements


"@greg_cent SRF can grow up to 500bn so they have room for a while sir"  
[X Link](https://x.com/DarioCpx/status/1995673450493727076)  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](https://x.com/DarioCpx/status/1995678036596064310)  2025-12-02T02:14Z 80.2K followers, 30K engagements


"Amazing to think SoftBank and fellow investors are about to throw 30bn$ more of cash into this astounding cash incinerator"  
[X Link](https://x.com/DarioCpx/status/1995718733176742127)  2025-12-02T04:56Z 80.2K followers, 13.3K engagements


"I foresee he is going to cry again when this floor holding up SoftBank shares breaks"  
[X Link](https://x.com/DarioCpx/status/1995719333339656447)  2025-12-02T04:59Z 79.4K followers, 39.5K engagements


"Just a 200bn $JPY operation from the BOJ today I believe the risk-off bid for JGBs that showed up when stocks started to turn lower helped them out. However they had to intervene for the 141st time since we started counting X months ago"  
[X Link](https://x.com/DarioCpx/status/1995741040331079691)  2025-12-02T06:25Z 79.4K followers, 21.9K engagements


"Why silver can hit 100$ by March"  
[X Link](https://x.com/DarioCpx/status/1995852218520715775)  2025-12-02T13:47Z 79.3K followers, 37.7K 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](https://x.com/DarioCpx/status/1996050759998472236)  2025-12-03T02:56Z 79.3K followers, 37.6K engagements


"OpenAI is Microsoft revenues laundromat (post below from over a year ago) If OpenAI revenue growth - Microsoft Azure growth  If OpenAI revenue go - Azure revenues  If OpenAI goes bust 💥- Azure has X AI revenues ➕ a vast collection of idle Nvidia GPUs"  
[X Link](https://x.com/DarioCpx/status/1996372954566001148)  2025-12-04T00:16Z 80K followers, 17.7K engagements


"You gotta be kidding me"  
[X Link](https://x.com/DarioCpx/status/1996410018808406206)  2025-12-04T02:43Z 79.4K followers, 43.4K 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](https://x.com/DarioCpx/status/1996414009042718968)  2025-12-04T02:59Z 79.4K followers, 35.7K engagements


"BOJ in a wait-and-see mode today with only X relevant 125bn JPY market intervention that rounds the total up to XXX since the 29th of July"  
[X Link](https://x.com/DarioCpx/status/1996476481808245244)  2025-12-04T07:07Z 80.1K followers, 29.6K engagements


"Silver trading in China keeps trading over 1$ premium vs UK and US - for those not familiar with algebra this is called arbitrage and incentivises Chinese commodity traders to buy foreign physical silver abroad and ship it back to China"  
[X Link](https://x.com/DarioCpx/status/1996496444107395198)  2025-12-04T08:27Z 79.4K followers, 19.6K engagements


"Remember: watch this spread not the price because thats going to tell you when the next thrust higher in silver begins. Till that moment paper traders will still be able to control the rise. This spread already shrunk from 0.6$ to 0.5$ in the past 24h"  
[X Link](https://x.com/DarioCpx/status/1996498004438819104)  2025-12-04T08:33Z 80.1K followers, 62.9K engagements


"This how this whole GPUs insanity will end mark my words 👇🏻"  
[X Link](https://x.com/DarioCpx/status/1996664958642450481)  2025-12-04T19:36Z 79.8K followers, 7496 engagements


"I find utterly fascinating there are still so many people out there believing in OpenAI revenues projections all the way to Valhalla"  
[X Link](https://x.com/DarioCpx/status/1996735157798326341)  2025-12-05T00:15Z 80.1K followers, 23.1K engagements


"If history rhymes with the Enron one I would bet on California"  
[X Link](https://x.com/DarioCpx/status/1996776204989616475)  2025-12-05T02:58Z 80.1K followers, 13.7K engagements


"No need for further comments"  
[X Link](https://x.com/DarioCpx/status/1996817604372320425)  2025-12-05T05:43Z 80.1K followers, 15.1K engagements


"People are queuing to buy precious metals again - I remember when plenty of macro tourists called the top when this happened few months ago what about now guys Silence deafening silence 🤫"  
[X Link](https://x.com/DarioCpx/status/1996845371625177426)  2025-12-05T07:33Z 80.1K followers, 34K engagements


"This figure is misleading J-Reits are a big portion of BOJ assets and are reported at mark to market not nominal value. Because of long rates increasing sharply the value of J-Reits came down a lot. if everything was at nominal value the BOJ balance sheet is still increasing"  
[X Link](https://x.com/DarioCpx/status/1996850606640975989)  2025-12-05T07:54Z 80.1K followers, 15.8K engagements


"Why Bitcoin is going down today"  
[X Link](https://x.com/DarioCpx/status/1996889662477176953)  2025-12-05T10:29Z 80K followers, 16.2K 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](https://x.com/DarioCpx/status/1998003690549199220)  2025-12-08T12:16Z 80.1K followers, 1467 engagements


"🚨BREAKING: #EVERGRANDE TRADING SUSPENDED 🚨 Narrator: GAME OVER"  
[X Link](https://x.com/DarioCpx/status/1751792568315379874)  2024-01-29T02:21Z 80.2K followers, 354K 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](https://x.com/DarioCpx/status/1988169417482772764)  2025-11-11T08:58Z 80.1K followers, 489K engagements


"Fyi: one of my contacts in London IB just told me that demand for insurance on Data Centre Loans and Corporate bonds is through the roof (just paraphrasing him)"  
[X Link](https://x.com/DarioCpx/status/1990378726413234361)  2025-11-17T11:17Z 80.1K followers, 65.5K 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](https://x.com/DarioCpx/status/1991324934589804693)  2025-11-20T01:57Z 80.2K followers, 301.5K 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](https://x.com/DarioCpx/status/1993264054140293535)  2025-11-25T10:22Z 80.2K followers, 293.4K 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](https://x.com/DarioCpx/status/1994577755099550050)  2025-11-29T01:22Z 80.2K followers, 232.7K 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](https://x.com/DarioCpx/status/1995313661205004328)  2025-12-01T02:07Z 80.2K followers, 227K engagements


"#JustDarioDaily ⚠ WHY SILVER CAN HIT $XXX BY MARCH 📝"  
[X Link](https://x.com/DarioCpx/status/1995493608582205593)  2025-12-01T14:02Z 80.2K followers, 329.1K 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](https://x.com/DarioCpx/status/1995697446140420161)  2025-12-02T03:32Z 80.2K followers, 113.8K engagements


"They only took X months to figure this out at OpenAI"  
[X Link](https://x.com/DarioCpx/status/1996171448172658911)  2025-12-03T10:55Z 80.2K followers, 625.2K 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](https://x.com/DarioCpx/status/1996475352819114379)  2025-12-04T07:03Z 80.2K followers, 85.4K 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](https://x.com/DarioCpx/status/1996664557063098610)  2025-12-04T19:35Z 80.2K followers, 60.4K engagements


"If Claude has reportedly only 11m monthly active users how can Anthropic claim it will close 2025 making 10bn$ in revenues 🤔"  
[X Link](https://x.com/DarioCpx/status/1997086511536443425)  2025-12-05T23:31Z 80.1K followers, 24K engagements


"Me waking up and seeing X is all the rage against the incredible useless parasite the European Union is"  
[X Link](https://x.com/DarioCpx/status/1997484470170157320)  2025-12-07T01:53Z 80.2K followers, 10.4K engagements


"@mikecarlsn Thats wrong sir what he mentions is happening with gold not silver and is even official"  
[X Link](https://x.com/DarioCpx/status/1997664650247152044)  2025-12-07T13:49Z 80.1K followers, XXX 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](https://x.com/DarioCpx/status/1997849719096410346)  2025-12-08T02:04Z 80.2K followers, 122.7K 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](https://x.com/DarioCpx/status/1997896318141042815)  2025-12-08T05:09Z 80.2K followers, 176.5K 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](https://x.com/DarioCpx/status/1998228946375389363)  2025-12-09T03:11Z 80.2K followers, 15.6K 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](https://x.com/DarioCpx/status/1998230948211785733)  2025-12-09T03:19Z 80.2K followers, 37.2K 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](https://x.com/DarioCpx/status/1998432777952428446)  2025-12-09T16:41Z 80.2K followers, 24.4K engagements


"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](https://x.com/DarioCpx/status/1998566535699509278)  2025-12-10T01:32Z 80.2K followers, 12.2K engagements


"Well 🥲🤷🏻♂"  
[X Link](https://x.com/DarioCpx/status/1998427771325030590)  2025-12-09T16:21Z 80.2K followers, 20.7K 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](https://x.com/DarioCpx/status/1998631809748447619)  2025-12-10T05:52Z 80.2K followers, 10.1K engagements