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VOICE ARCHIVE

Meet Kevin

@realmeetkevin
14 posts
2026-02-03
Sounds like Sam's investors just called demanding to know WTF is going on and to “FIX IT” [image]
2026-02-03 View on X
Reuters

Sources: OpenAI is unsatisfied with some of Nvidia's latest AI chips for inference and has sought alternatives since 2025, such as from AMD, Cerebras, and Groq

OpenAI is unsatisfied with some of Nvidia's latest artificial intelligence chips, and it has sought alternatives since last year …

2026-02-02
🚨 Oracle in December: We're going to “borrow substantially less than most people are modeling.” Oracle February 1: We're now $45-50b more, increasing our debt load nearly 40% more. what a bullsh*t lie. [image]
2026-02-02 View on X
Bloomberg

Oracle says it plans to raise $45B to $50B in 2026 to build additional cloud infrastructure capacity, including for AMD and OpenAI, via debt and equity sales

Oracle Corp. said Sunday it plans to raise $45 billion to $50 billion in 2026 to build additional capacity for its cloud infrastructure through …

🚨 Oracle in December: We're going to “borrow substantially less than most people are modeling.” Oracle February 1: We're now $45-50b more, increasing our debt load nearly 40% more. what a bullsh*t lie. [image]
2026-02-02 View on X
Bloomberg

Oracle is selling $25B of bonds to help finance its AI buildout, in what is set to be the biggest high-grade US offering since Meta's $30B bond sale last year

Oracle Corp. is selling $25 billion of investment-grade bonds on Monday to help finance infrastructure that powers artificial intelligence projects …

2026-01-27
🚨 Dec 31, Coreweave is on fumes for cash, and announces new loan terms that allow “unlimited equity cures” for “any failure to satisify debt service” 🚨 Jan 26, Nvidia invests $2b at $87/share. nothing to see here. [image]
2026-01-27 View on X
Bloomberg

iNvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closed up 5.7%

2026-01-26
🚨 Dec 31, Coreweave is on fumes for cash, and announces new loan terms that allow “unlimited equity cures” for “any failure to satisify debt service” 🚨 Jan 26, Nvidia invests $2b at $87/share. nothing to see here. [image]
2026-01-26 View on X
Bloomberg

Nvidia invests $2B more in CoreWeave to speed up an effort to add 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPUs; CRWV closes up 5.7%

Nvidia Corp., the dominant maker of artificial intelligence chips, invested an additional $2 billion in CoreWeave Inc. to help speed …

2025-12-17
😇 Unpopular Opinion: OpenAI is running on fumes and will promise to use anyone's chips in return for an investment. I hope I'm wrong. Sam Altman has the power to single-handedly hurdle us into recession.
2025-12-17 View on X
The Information

Sources: Amazon is in talks to invest $10B+ in OpenAI at a $500B+ valuation, with OpenAI using AWS Trainium; Microsoft keeps the rights to sell OpenAI's models

Amazon is in talks to invest $10 billion or more in OpenAI, according to three people familiar with the discussions.

2025-12-11
🚨 Oracle crashes 11.36% after suggesting they need to increase CapEx spend $15b ➡️ If they stopped spending on investments today, it would take them 7 years of cashflow to payoff their ~$136 billion in debt. [image]
2025-12-11 View on X
CNBC

Oracle reports Q2 revenue up 14% YoY to $16.06B, below $16.21B est., and raises its FY capex forecast to ~$50B, up from $35B as of September; ORCL drops 15%+

Oracle shares sank 11% in extended trading on Wednesday after the database software maker reported lower quarterly revenue …

2025-03-15
Klarna literally did this... ✅ 2023 Earnings -0.69 cents? Let's delay IPO ✅ 2024 Earnings +0.01 cent? Let's IPO yes... that's one penny for the full year, per share. [image]
2025-03-15 View on X
Bloomberg

Klarna files for a US IPO, with plans to list on the NYSE under KLAR, seeking to raise at least $1B and reportedly targeting a valuation of more than $15B

Klarna Group Plc filed publicly for a US initial public offering in what could be one of the year's biggest financial company listings.

2022-08-23
A subpoena sent by @elonmusk's team to @jack Dorsey might imply Elon's team hasn't yet found a smoking gun of fraud. That bodes well for Twitter and $TWTR. Again, if Elon can prove fraud via below, he will likely win. However, if he cannot find fraud, Elon will own $TWTR soon. https://twitter.com/...
2022-08-23 View on X
Washington Post

Whistleblower complaint: Twitter's ex-head of security Peiter Zatko alleges the company misled the FTC over its security plans, did not protect users, and more

In an explosive whistleblower complaint obtained by The Washington Post, former Twitter security chief Peiter ‘Mudge’ Zatko alleges …

A subpoena sent by @elonmusk's team to @jack Dorsey might imply Elon's team hasn't yet found a smoking gun of fraud. That bodes well for Twitter and $TWTR. Again, if Elon can prove fraud via below, he will likely win. However, if he cannot find fraud, Elon will own $TWTR soon. https://twitter.com/...
2022-08-23 View on X
The Verge

Elon Musk subpoenas former Twitter CEO Jack Dorsey, ahead of his trial with Twitter set to begin on October 17 in the Delaware Court of Chancery

1/ https://twitter.com/... Nate Anderson / @claritytoast : Things are heating up. Looks like Elon Musk officially subpoenaed his friend Jack Dorsey in an effort to prove he oversaw...

2022-07-21
CLARIFYING: Yes, $TSLA **did** dump 75% of their $BTC. BUT *NOT* to prevent negative cashflow. Both CF & free cash flow (operating income less capEx) would still be POSITIVE. **HOWEVER** they would have had a NEGATIVE change in their “cash” position had it not been for BTC sale. https://twitter.com/...
2022-07-21 View on X
Decrypt

Tesla says a “bitcoin impairment” negatively impacted its Q2 profitability and that it sold 75% of its bitcoin, worth approximately $936M, in the quarter

“Bitcoin impairment” prompted the sale, the company said.  —  Tesla sold 75% of its Bitcoin, worth approximately $936 million, according to its Q2 earnings report.

Tesla dumps 75% of their Bitcoin. Did they do this to prevent a negative cash flow this quarter? Looks like it! $BTC $TSLA https://twitter.com/...
2022-07-21 View on X
Decrypt

Tesla says a “bitcoin impairment” negatively impacted its Q2 profitability and that it sold 75% of its bitcoin, worth approximately $936M, in the quarter

“Bitcoin impairment” prompted the sale, the company said.  —  Tesla sold 75% of its Bitcoin, worth approximately $936 million, according to its Q2 earnings report.

2022-05-08
Elon Musk expects Twitter will have nearly ONE BILLION users by 2028 under his plans. That's about 5x the user count today, according to his Pitch Deck.
2022-05-08 View on X
New York Times

Elon Musk's investor pitch deck: grow Twitter revenue 5x to $26.4B, cut ad revenue reliance to <50% by 2028, grow Twitter Blue's users to 69M by 2025, and more

2022-05-07
Elon Musk expects Twitter will have nearly ONE BILLION users by 2028 under his plans. That's about 5x the user count today, according to his Pitch Deck.
2022-05-07 View on X
New York Times

Elon Musk's investor pitch deck: grow Twitter revenue 5x to $26.4B, cut ad revenue reliance to <50% by 2028, grow Twitter Blue's users to 69M by 2025, and more

Here's what Mr. Musk is projecting for Twitter's finances over the next few years, according to a pitch deck he presented to investors.