Nuñez retweeted
🚨 SOFTBANK'S DEBT CRISIS IS GROWING.
It is now down -25% in just the last 7 trading sessions.
The biggest concern is its exposure to AI.
As of June 2026, it held $164 Billion in debt, much of it used to finance its AI investments. The interest costs for this is already at $2 Billion, up 95% from Q1.
In September, it raised another $11 Billion at interest rates as high as 9.75%, adding $1 Billion in annual interest.
Investors are now panicking over whether these massive costs will ever translate into actual profits.
SoftBank’s 5-year default insurance (CDS) shot up by 24 basis points to 424 bps.
This makes it a similar story to what happened to Oracle’s 5Y CDS (288 bps) and CoreWeave’s CDS (1,100bps).
Higher US inflation and Fed rate hike fears are adding even more pressure.
Any corrections in AI valuations could hurt its investments and make it difficult to repay such large debt.
Nuñez retweeted
“Hedgefund Vulnerabilities can AMPLIFY the EFFECTS of GLOBAL RISK SHOCKS” $AMC $GME
“In times of Stress Hedgefunds with larger exposures to crowded trades , correlated investor redemption pressures and Higher LEVERAGE tend to Exacerbate rather than Stabilize price movements”
“Losses on Crowded Trades $NVDA can trigger DELEVERAGING and BROADER PORTFOLIO SALES 📉”
- INTERNATIONAL MONETARY FUND OCT 2026
Nuñez retweeted
China has been quietly dumping U.S. debt.
Its holdings of U.S. Treasuries have fallen by more than half, from a record $1.32 trillion in 2013 to $618 billion in July, the lowest level since 2008.
The selling has been steady:
2022: -$173 billion
2023: -$51 billion
2024: -$57 billion
2026 so far: -$76 billion
China has fallen to the 3rd-largest foreign holder of U.S. debt, behind Japan and the UK.
Nuñez retweeted
Hycroft $HYMC taking the #1 spot this week is HUGE! 🥇🔥
30.5 g/t gold over 20 meters… let that sink in!
Nuñez retweeted
BREAKING: 🇯🇵 Over ¥23.5 TRILLION ($150B) wiped out from Japanese stocks as the NIKKEI falls -2% amid a US tech sell-off and rising oil prices.
Nuñez retweeted
The same man helping to make antisemitism laws restricting, your speech has been arrested for molesting his own grandson.
The affidavit says that he urinated in his grandson’s mouth, but for whatever reason, the law that he helped pass is still on the books.
Should people who are molesting children, especially members of their own family, be able to make laws that put restrictions on your speech?
Nuñez retweeted
Over the last
two months, AMC has stopped ticket scalpers on some 2,500 AMC movie theatre tickets!
Greedy malevolent speculators were trying to jack up prices above face to potential AMC guests.
I am proud of our team for standing up tall to defend AMC’s moviegoing public.
Nuñez retweeted
$AMC
Blew WAY past my projections. 🥳
Another $100m+ weekend at the box office 💸
$AMC
As of Friday, a little note about the box office. I expect to hit that projection of $93m based off word of mouth alone on You Can See Anything. 🥳
“The eight films that have reported should take about $83.3 million between them, 11% less than the $93.6 million we predicted for the same films. Jailer 2 and The Devils will add to that, but even without them the weekend is running 8% ahead of last weekend’s full top ten of $77.0 million, and 36% ahead of the same weekend in 2025.”
~the-numbers
Nuñez retweeted
Thomas Massie responds to media when asked about the latest developments on the Epstein Files: “You know, if this were a private law firm with 5% of the resources of the DOJ, this would have been done by the deadline. And they just missed another deadline, which is the report to Congress, which is supposed to list all the politicians that are in their files, and also they’re supposed to justify all the redactions 15 days after the first 30-day window.
But the biggest problem isn’t that they’re missing the deadlines—it’s what they’re redacting. So they’re citing the Privacy Act and they’re trying to pretend like that overrides a law that we just passed that says you can’t withhold records to prevent embarrassment. They’re also citing FOIA standards which don’t apply to our law when they’re trying to say that they don’t have to release internal decisions, but our bill specifically says release internal decisions.”
The victims will NEVER see justice.
And the saddest part? These perpetrators are still out there raping, trafficking and murdering children.
Nuñez retweeted
🚨🚨 HOLY FCK. FCK. FCK. IT’S ABOUT TO HAPPEN.
JUST AS THE BoJ INSIDER YUTO WARNED IT WOULD.
HOLY. FCKING. SHIT.
Remember the warning?
Think about it.
TRILLIONS in debt. An overstretched financial system. Governments desperately needing an explanation for what comes next.
And suddenly, AI becomes the perfect villain.
BLAME THE MACHINES. NOT THE PEOPLE WHO BUILT THE SYSTEM.
What if the greatest technological revolution in human history also becomes the perfect cover story for the greatest financial reset?
FCK. FCK. FCK.
YUTO’S WARNING WAS NEVER JUST ABOUT THE CRISIS.
IT WAS ABOUT WHO WOULD GET BLAMED WHEN THE HOUSE OF CARDS FINALLY COLLAPSED. 💀
Nuñez retweeted
==>>Brokers took an estimated $4.5 Trillion from buyers but didn't give them any shares!!
NSCC "open positions for which a trade guaranty applied" stood at $134 Billion on Dec 31 2025. This value is post-netting. That means only about 3% of the value traded is included in this Note to the annual financial statement.
==> $4.5 Trillion would earn AT LEAST $173.86 Billion at risk-free overnight rates.
Now you know why they do it and how they afford to pay for politicians that keep the rules stacked in their favor. 🪄
⚠️NC-17 Stand back: she is going to do science! 🧙♂️
0.03X =134
where X = value traded.
X/0.03 = 134/0.03 = 4,466.6
Nuñez retweeted
==>>Brokers took an estimated $10.5 Trillion from buyers but didn't give them any shares!
==> $10.5 Trillion would earn AT LEAST $387 Billion at risk-free overnight rates.
Funds available at too-big-to-fail NSCC to guarantee $316B of open positions was only $33B.
(30Jun2026)
==>>Brokers took an estimated $4.5 Trillion from buyers but didn't give them any shares!!
NSCC "open positions for which a trade guaranty applied" stood at $134 Billion on Dec 31 2025. This value is post-netting. That means only about 3% of the value traded is included in this Note to the annual financial statement.
==> $4.5 Trillion would earn AT LEAST $173.86 Billion at risk-free overnight rates.
Now you know why they do it and how they afford to pay for politicians that keep the rules stacked in their favor. 🪄
⚠️NC-17 Stand back: she is going to do science! 🧙♂️
0.03X =134
where X = value traded.
X/0.03 = 134/0.03 = 4,466.6