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Truthfully - What?
@trialbytruth.uk
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Another learning curve, the Japan carry market. The Black Friday banner at the top hits hard right now. 60% off?

Lots of people casting around for why the tech equity and crypto fall is happening despite NVIDIA results.

Hoping to be wrong: www.japantimes.co.jp/business/202...
the japantimes BLACK FRIDAY 60% OFF Sale ends DEC. 2 BUSINESS / ECONOMY Deutsche Bank warns of Japan capital flight in echo of U.K. crisis Sanae Takaichi's spending plans have sent Japan's bonds and yen tumbling, raising fears of capital flight similar to the 2022 U.K. bond market turmoil, says Deutsche Bank's global head of currency research. | BLOOMBERG
November 21, 2025 at 10:51 AM
Not answered: How much NVIDIA contributes to end user revenues vs bartered intermediary cloud credits, securities selling data centre futures, and GPUs with / without powered rack space - the spinwheel keeps spinning, with a big Saudi cash injection... reportedly

Shots fired by Burry post results
Michael Burry, 2hrs Cassandra Unchain... @michaeljburry Follow Every company listed below has suspicious revenue recognition. The actual chart with ALL the give-and-take deals would be unreadable. The future will regard this a picture of fraud, not a flywheel. True end demand is ridiculously small. Almost all customers are funded by their dealers. If you can name OpenAl's auditor in 1 hour you win some pride. Text from the Bloomberg graphic showing interdependent investments How Nvidia and OpenAI Fuel the AI Money Machine / Hardware or Software / Investment Services / Venture Capital Circles sized by market value Microsoft $3.9T Microsoft set to get $135 billion, 27% OpenAl stake Ambience Healthcare Harvey AlO Anysphere 1, Nebius OpenAl S500B CoreWeave OpenAl to deploy 6 gigawatts of AMD GPUs. AMD gives OpenAl option to buy up to 160 million shares. AMD Nvidia agrees to invest up to $100 billion in OpenAl. $4.5T Oracle spends tens of billions on Nvidia chips. OpenAl inks a $300 billion cloud deal with Oracle. Source: Bloomberg News reporting 11:49 PM • Nov 19, 2025
November 20, 2025 at 10:01 AM
I knew this rang a bell. Some more from an aquarium we visited in the summer. Love it :-)
Four pictures of sea urchins. One with a white Stetson, one with a black top hat, one with a white Viking helmet, and two others with black brimmed hats
December 11, 2024 at 10:28 PM
Couldn't resist #232,305!
Very few of us are immune from the FOMO of this. Chuffed to be in the first 10%. #232,305. Why so chuffed. No idea :-) Spent the first few months muting celebrities who I'd followed and couldn't escape from
September 16, 2024 at 11:09 PM
Continuing the theme of not tech and not politics, went on a whim
to a butterfly house today. Eldest got the Glasswing pic. She'd never seen one. Fab to share a first like that.
A picture of a Glasswing butterfly on very bright green leaves. The wings have a brown or red border round them and the same colour veins separating completely clear sections of their wings that the leaf can be seen through A large white butterfly with black spots at the edges of its wings. Sitting on bright green leaves A blue black and white butterfly. The wings have black tops and a black border. Light blue and white sections merge together in the centre A tropical plant with big green leaves and huge long red catkins (furry strings) hanging down off it in sets of 5 to 10.
May 25, 2024 at 1:39 PM