[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1334697627095506944/c:line/m:interactions.svg)

- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXXX +11%
- X Months XXXXXXXXXX +63%
- X Year XXXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1334697627095506944/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1334697627095506944/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XXXX%
- X Months XXXXX +7.10%
- X Year XXXXX -XX%

### Followers: XXXXXX [#](/creator/twitter::1334697627095506944/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1334697627095506944/c:line/m:followers.svg)

- X Week XXXXXX +2.40%
- X Month XXXXXX +9.40%
- X Months XXXXXX +27%
- X Year XXXXXX +49%

### 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)  #1575 [stocks](/list/stocks)  #1448 [technology brands](/list/technology-brands)  #5329 [countries](/list/countries)  XXXX% [currencies](/list/currencies)  #1458 [cryptocurrencies](/list/cryptocurrencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[silver](/topic/silver) #53, [open ai](/topic/open-ai) #72, [bank](/topic/bank) 4.88%, [liquidity](/topic/liquidity) #389, [ai](/topic/ai) #2495, [future](/topic/future) #952, [$nvda](/topic/$nvda) #28, [$9434t](/topic/$9434t) #11, [debt](/topic/debt) #588, [futures](/topic/futures) #192

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@discountedbtc](/creator/undefined) [@jasoneburack](/creator/undefined) [@mothercabrininy](/creator/undefined) [@dapstats](/creator/undefined) [@mikecarlsn](/creator/undefined) [@kingkong9888](/creator/undefined) [@lushaiagency](/creator/undefined) [@realjohngaltfla](/creator/undefined) [@donmiami3](/creator/undefined) [@rayfinkle5859](/creator/undefined) [@01singularity01](/creator/undefined) [@reman299](/creator/undefined) [@psibirskiy](/creator/undefined) [@todarorichard](/creator/undefined) [@paulallcho33149](/creator/undefined) [@maneco1964](/creator/undefined) [@chrismartenson](/creator/undefined) [@spartywrx](/creator/undefined) [@damonholme31241](/creator/undefined)

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

"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 81.2K followers, 522.2K 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](https://x.com/DarioCpx/status/1998910164364308928)  2025-12-11T00:18Z 81.2K followers, 59K 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 81.2K followers, 40.7K 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](https://x.com/DarioCpx/status/1998663086824464777)  2025-12-10T07:56Z 81.2K followers, 43.3K engagements


"393 Dec25 silver futures contract put in delivery on Wednesday at Comex the total rises to 10841 or 54.2m oz. Fyi - the ATH record of silver contracts put in delivery in a single month is 11458 from July 2020 (deep covid crisis times)"  
[X Link](https://x.com/DarioCpx/status/1999032030676529308)  2025-12-11T08:22Z 81.2K followers, 40.4K engagements


"Usually in a normal market when this happens shorts come in to play the cooling off move. However the silver market is now broken and as a matter of fact traders arent shorting the likes of $SLV as they did in October 🙂"  
[X Link](https://x.com/DarioCpx/status/1999328278440784110)  2025-12-12T03:59Z 81.2K followers, 27.8K 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 81.2K followers, 286.6K 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 81.2K followers, 60.8K 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 81.2K followers, 39.6K 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](https://x.com/DarioCpx/status/1997332083254120571)  2025-12-06T15:47Z 81.2K followers, 213.4K 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 81.2K followers, 297.2K 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 81.2K followers, 163.8K 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 81.2K followers, 893.1K 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](https://x.com/DarioCpx/status/1998210464598413715)  2025-12-09T01:57Z 81.2K followers, 413.9K 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 81.2K followers, 129.2K engagements


"Nvidia can kiss goodbye to Chinese companies demand both onshore and offshore for good"  
[X Link](https://x.com/DarioCpx/status/1998586674184691930)  2025-12-10T02:52Z 81.2K followers, 36.6K 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](https://x.com/DarioCpx/status/1998900631357309207)  2025-12-10T23:40Z 81.2K followers, 15.4K engagements


"They tried to gamma squeeze SoftBank brutally this morning but when real sellers meet fabricated bids this manipulation stops working. Very ominous sign here"  
[X Link](https://x.com/DarioCpx/status/1999298415201833248)  2025-12-12T02:01Z 81.2K followers, 25.9K engagements


"A financial institution just bought 1k Silver Future Jan XX 68$ strike American options 😳 What's also noticeable is that the OI for Jan26 options 100$ strike is already above XXX - this is very unusual"  
[X Link](https://x.com/DarioCpx/status/1999390542720041339)  2025-12-12T08:07Z 81.2K followers, 69.8K engagements


"@JasonEBurack I think the reason is Microsoft isnt using in Copilot the stolen copyrighted material OpenAI scrapped all over the internet"  
[X Link](https://x.com/DarioCpx/status/1999404137948283400)  2025-12-12T09:01Z 81.2K followers, XXX engagements


"If silver isn't being slammed down asap there is a chance spot can raise all the way up to 66$ by the end of today"  
[X Link](https://x.com/DarioCpx/status/1999405773961724298)  2025-12-12T09:07Z 81.2K followers, 80.1K 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](https://x.com/DarioCpx/status/1976107224759140585)  2025-10-09T02:07Z 80.9K followers, 28.7K engagements


"$BNP is the first major bank to miss earnings despite the low bar set and making ZERO provisions for the large class action lawsuit it just lost Net Income: 3.04B (est. 3.07B) Equity Revenue: 971M FICC Revenue: 1.26B (est. 1.26B) Loss Provision: 905M (est. 878.8M)"  
[X Link](https://x.com/DarioCpx/status/1983065883145842702)  2025-10-28T06:58Z 80.9K followers, 30.2K 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 81K followers, 77.8K engagements


"Is it today the day everyone finally realised this 🤔"  
[X Link](https://x.com/DarioCpx/status/1991579710397247596)  2025-11-20T18:49Z 80.9K followers, 130.7K 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 80.9K followers, 618.9K 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 80.9K followers, 344.1K 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](https://x.com/DarioCpx/status/1996010691246129336)  2025-12-03T00:16Z 81K followers, 57.5K 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 80.9K followers, 133.9K 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 80.9K followers, 35.8K 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 80.9K followers, 67.1K 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 80.8K followers, 44.8K 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 80.9K followers, 176.9K 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 80.9K followers, 29.6K 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](https://x.com/DarioCpx/status/1998190774966759481)  2025-12-09T00:39Z 80.8K followers, 16.5K 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 80.9K followers, 17.3K 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 81.2K followers, 305.7K engagements


"#JustDarioDaily ⚠ WHY SILVER CAN HIT $XXX BY MARCH 📝"  
[X Link](https://x.com/DarioCpx/status/1995493608582205593)  2025-12-01T14:02Z 81.2K followers, 345.5K 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 81.2K followers, 17.3K engagements


"They only took X months to figure this out at OpenAI"  
[X Link](https://x.com/DarioCpx/status/1996171448172658911)  2025-12-03T10:55Z 81.2K followers, 626.2K 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 81.2K followers, 73.3K 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 81.2K followers, 28.9K 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](https://x.com/DarioCpx/status/1998580107573911859)  2025-12-10T02:26Z 81.2K followers, 141K engagements


"Beware: these silver futures Jan26 65$ strike American call options are about to come into play ⚠"  
[X Link](https://x.com/DarioCpx/status/1998945984735494313)  2025-12-11T02:40Z 81.2K followers, 87K 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](https://x.com/DarioCpx/status/1998990033718845674)  2025-12-11T05:35Z 81.2K followers, 33.4K 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](https://x.com/DarioCpx/status/1999025071629939195)  2025-12-11T07:54Z 81.2K followers, 86.3K engagements


"I had dinner with a partner at a law firm and he said a few very interesting things about AI LLMs Id like to share 👇🏻 - When we rolled out ChatGPT in the firm many people use of their time at the beginning shifted from doing the work to write the correct prompt to do the work they knew how to do and then reviewing the answer ultimately taking more time to complete their tasks than before. After few months a lot of people at the firm stopped using it completely or they just use it to draft emails - Before we hired XX junior lawyers but then there was room only for XX to keep growing in the"  
[X Link](https://x.com/DarioCpx/status/1999270572308697114)  2025-12-12T00:10Z 81.2K followers, 67.3K engagements


"If Silver continues slicing through these levels at this pace it will trade at 70$ already next week 🤷♂ Please note how these bands have been remarkably accurate for over X weeks now a level of accuracy and predictability I do not think should be observable in a free market"  
[X Link](https://x.com/DarioCpx/status/1999282688545653078)  2025-12-12T00:58Z 81.2K followers, 56K engagements


"JustDarioCigarTime - Podcast Episode XX ⚠ SILVER: THE CALM BEFORE THE STORM🎙"  
[X Link](https://x.com/DarioCpx/status/1999480410426998907)  2025-12-12T14:04Z 81.2K followers, 78.6K 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 81.2K followers, 265.3K 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 81.2K followers, 233.1K 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 81.2K followers, 822.4K 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 81.2K followers, 85.7K 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 81.2K followers, 123.3K 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](https://x.com/DarioCpx/status/1997948896572842223)  2025-12-08T08:38Z 81.2K followers, 199.9K 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 81.2K followers, 15.9K engagements


"These silver futures 60$ strike Jan26 call options are about to come into play"  
[X Link](https://x.com/DarioCpx/status/1998401538285531539)  2025-12-09T14:37Z 81.2K followers, 102.8K 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 81.2K followers, 45.1K engagements


"Or is it possible that OpenAI consistently inflates DAU and WAU to justify its valuation and reassure investors"  
[X Link](https://x.com/DarioCpx/status/1998587170085609818)  2025-12-10T02:54Z 81.2K followers, 22.5K engagements


"Fear stage is next for SoftBank"  
[X Link](https://x.com/DarioCpx/status/1998591366415458639)  2025-12-10T03:11Z 81.2K followers, 65.1K 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](https://x.com/DarioCpx/status/1998664274387022167)  2025-12-10T08:01Z 81.2K followers, 91.2K engagements


"I am so looking forward to the news"  
[X Link](https://x.com/DarioCpx/status/1999060569429799109)  2025-12-11T10:15Z 81.2K followers, 56.9K engagements


"#JustDarioDaily ⚠ AI IS BECOMING ORACLES LITTLE BIGHORN 📝 $ORCL $NVDA"  
[X Link](https://x.com/DarioCpx/status/1999117467902443933)  2025-12-11T14:02Z 81.2K followers, 79.6K engagements


"OpenAI wont survive till it will be able to turn cash positive that is simply mathematically impossible and economically nonsensical for investors to keep supporting its endeavours. Chapter XX will hit before IPO"  
[X Link](https://x.com/DarioCpx/status/1999299634599236058)  2025-12-12T02:05Z 81.2K followers, 187.3K engagements


"Like clockwork lets see if the silver brokers cartel will manage to hold its ground longer than few hours this time"  
[X Link](https://x.com/DarioCpx/status/1999413420832202851)  2025-12-12T09:38Z 81.2K followers, 119.1K engagements


"Dario 36h ago: Here is the problem: Oracle major customer OpenAI which accounts for XX% of the orders doesnt and will not realistically have the money to pay Oracle 36h later 👇🏻 I am not too early anymore 😊"  
[X Link](https://x.com/DarioCpx/status/1999660242683281771)  2025-12-13T01:58Z 81.2K followers, 56.9K 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 81.1K followers, 125.7K 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 81.1K 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 81.1K followers, 369.9K engagements


"$HSBC is struggling more and more to hide its big loan losses 🥲🤷🏻♂"  
[X Link](https://x.com/DarioCpx/status/1837784509036560655)  2024-09-22T09:22Z 81.1K followers, 184.5K 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 81.1K 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 81.1K followers, 21.3K engagements


"ChatGPT Users worldwide spent an average of X minutes and X seconds per session XX% adults in the U.S. uses ChatGPT for work-related tasks with a significant portion of them utilizing it for tasks such as content writing email composition and marketing copy So much AGI"  
[X Link](https://x.com/DarioCpx/status/1967117771688526232)  2025-09-14T06:46Z 81.2K followers, 16.5K 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 81.1K 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 81K 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 81K followers, 9978 engagements


"US Banks borrowed liquidity from the FED standing REPO again before market open - 7.75bn$ that comes on top of BOJ and BOE operations The writing on the wall is pretty clear whoever ignores it is taking a big risk to be blindsided by a sudden worsening of the problem here"  
[X Link](https://x.com/DarioCpx/status/1983173594860700110)  2025-10-28T14:06Z 81.1K followers, 73.6K engagements


"Alright people the problem is serious. Banks already borrowed 14.75bn$ from the FED standing REPO already today and no the month end excuse doesnt stand anymore"  
[X Link](https://x.com/DarioCpx/status/1985341865055711318)  2025-11-03T13:42Z 81.1K followers, 163.9K 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 81.1K followers, 34.5K 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 81.2K followers, 489.1K engagements


"There is officially no cash on the sidelines left to prop up stocks and support margin lending growth"  
[X Link](https://x.com/DarioCpx/status/1990977390672302141)  2025-11-19T02:56Z 81.1K followers, 96K engagements


"Wasnt Kenneth Lay very cozy with the Bush administration too Remind me how did that end please"  
[X Link](https://x.com/DarioCpx/status/1993151819347116169)  2025-11-25T02:56Z 81K followers, 10.7K 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 81.2K followers, 583.8K 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 81.1K followers, 585.9K 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 81.2K followers, 30.3K 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 81.1K followers, 13.3K 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 81.1K 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](https://x.com/DarioCpx/status/1996005546097574012)  2025-12-02T23:56Z 81.1K followers, 51.2K engagements


"@RealJohnGaltFla She forgot MBS is big underwater on the money he gave to SoftBank she might have missed that memo sir"  
[X Link](https://x.com/DarioCpx/status/1996044671798448407)  2025-12-03T02:31Z 81K followers, 1230 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 81.1K followers, 38K 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 81K followers, 130.7K 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 81.2K followers, 69.4K engagements


"Spot silver vs Mar26 futures spread is now down to 0.4$ - just a fyi"  
[X Link](https://x.com/DarioCpx/status/1996536093924295086)  2025-12-04T11:04Z 81.1K followers, 33.2K 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 81.1K followers, 54.5K 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 81.1K followers, 17.4K 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 81.1K followers, 1469 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 81.1K 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](https://x.com/DarioCpx/status/1998230948211785733)  2025-12-09T03:19Z 81.1K followers, 38K 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](https://x.com/DarioCpx/status/1998267599533269171)  2025-12-09T05:44Z 81.1K followers, 85.6K 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](https://x.com/DarioCpx/status/1998269418267443486)  2025-12-09T05:52Z 81.1K followers, 36.6K 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](https://x.com/DarioCpx/status/1998335851206766835)  2025-12-09T10:16Z 81.1K followers, 48.5K engagements


"And now the real fun begins"  
[X Link](https://x.com/DarioCpx/status/1998413611660951961)  2025-12-09T15:25Z 81.1K followers, 103.3K engagements


"Well 🥲🤷🏻♂"  
[X Link](https://x.com/DarioCpx/status/1998427771325030590)  2025-12-09T16:21Z 81.2K followers, 21.8K 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 81K followers, 15.8K engagements


"Japan PM Takaichi is now panicking"  
[X Link](https://x.com/DarioCpx/status/1998582910702743815)  2025-12-10T02:37Z 81.2K followers, 97.1K engagements


"TD Securities unbiased analyst calling the silver top when spot was trading at 58$ is already aging so poorly"  
[X Link](https://x.com/DarioCpx/status/1998594599657550297)  2025-12-10T03:24Z 81.1K followers, 12.6K 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](https://x.com/DarioCpx/status/1998657404855365995)  2025-12-10T07:33Z 81.2K followers, 54.1K 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](https://x.com/DarioCpx/status/1998692820706615712)  2025-12-10T09:54Z 81.2K followers, 67.7K 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](https://x.com/DarioCpx/status/1998918758728175889)  2025-12-11T00:52Z 81.2K followers, 67.7K 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](https://x.com/DarioCpx/status/1998950495801815496)  2025-12-11T02:58Z 81.2K followers, 104.4K engagements


"Silver London trading hours are about to begin and this is where we currently are"  
[X Link](https://x.com/DarioCpx/status/1998993757363147191)  2025-12-11T05:50Z 81.2K followers, 24.2K 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](https://x.com/DarioCpx/status/1999000050274640231)  2025-12-11T06:15Z 81.2K followers, 25.5K 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](https://x.com/DarioCpx/status/1999139344104538389)  2025-12-11T15:28Z 81.2K followers, 75.4K engagements


"Fun Fact: In a DRAM memory there are between XX and 40mg of silver. Taiwan alone produced X billion DRAM units in 2021 when the Data center craze hadn't even started yet. DRAM demand and prices are skyrocketing as you can see in this chart. Feel free to connect the dots"  
[X Link](https://x.com/DarioCpx/status/1999288661062606859)  2025-12-12T01:22Z 81.2K followers, 33.9K engagements


"Richard Grubman: Can you tell us what the assets and liabilities from price risk management were at quarter-end what those balances were Youre the only financial institution that cannot produce a balance sheet or cash flow statement with their earnings. Jeff Skilling: Aole"  
[X Link](https://x.com/DarioCpx/status/1999375416776372603)  2025-12-12T07:07Z 81.2K followers, 20.7K engagements


"Gold vs Silver search interest in the past X years this shows how retail interest in silver so far remains broadly limited. Mark my words once Silver prices explode this will change and the amount of FOMO will be epic. The real silver move hasn't even begun yet"  
[X Link](https://x.com/DarioCpx/status/1999402023100514503)  2025-12-12T08:52Z 81.2K followers, 19.6K engagements


"@chrismartenson Once OpenAI implodes and all its trillion dollar projections officially become a joke it will be equivalent to the wheels coming off from the AI bandwagon currently running at full speed"  
[X Link](https://x.com/DarioCpx/status/1999664988269756668)  2025-12-13T02:17Z 81.2K followers, XXX engagements