@profgmarkets: Legendary Big Short investor on the data center buildout boom: @realsteveeisman: "I've seen this movie before. It usually doesn't end well. Ed: "You've been in that movie before. Steve: "I've been in that movie. The reason why they're doing some of these off-balance sheet shenanigans is they're trying to preserve their credit ratings as much as possible. So you can get it off balance sheet. It's like poof magic. It doesn't exist. Ratings agencies won't count it."
It's all so obvious to anyone over 40 who has been paying attention, and it's exhausting trying to explain it to others who don't see it. And I work in IT, and I understand how the AIs actually work, so it has been extra painful for me. It's like everyone else is stuck in a VR helmet.
2026-10-03 01:38:12
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mnqdude :
The big short 2 is going to be so good
2026-10-03 02:20:42
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BBN :
Comparing Enron to Meta 😂😂😂😂😂
2026-10-03 04:52:27
6
tiny_husband_ :
Oracle is much much worse.
2026-10-03 19:04:08
7
jauvie :
special purpose vehicles
2026-10-04 18:22:48
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stakesd :
This is not being screamed loud enough!
2026-10-04 20:05:31
1
jimh6932zf2 :
Didn’t Enron do this before?
2026-10-04 15:35:15
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TheActualTruth :
It’s a
2026-10-04 16:44:18
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heisgeorge0 :
You can tell Sophia loves what she does
2026-10-03 16:43:06
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Malcolm 🇦🇺 :
2026-10-03 08:28:42
3
perlindholm956 :
With AI can you really fool anyone anymore in business
2026-10-03 07:10:27
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EXOTIKBODY :
2026-10-04 05:07:32
0
heisgeorge0 :
Sophia never misses
2026-10-03 16:42:42
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osirk0 :
This guy hasn’t been right since subprime.
2026-10-03 15:32:19
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TheActualTruth :
It’s all lies. The revenue is from investment, not from returns…that won’t end well
2026-10-04 16:44:49
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aaron_dq7 :
Really appreciate this @SOPHIA ASHFORD
2026-10-03 16:37:26
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ko_luvs_tracey :
Nothing but excellence Nothing but excellence @SOPHIA ASHFORD
2026-10-03 16:39:45
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ko_luvs_tracey :
Always worth listening to @SOPHIA ASHFORD
2026-10-03 16:38:45
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aaron_dq7 :
@SOPHIA ASHFORD this was actually helpful 👏
2026-10-03 16:37:13
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Nova :
The way you share your experience makes it easier for others to learn @SOPHIA ASHFORD
2026-10-03 16:44:44
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aaron_dq7 :
@SOPHIA ASHFORD knows what they’re talk This is why I follow
2026-10-03 16:37:37
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heisgeorge0 :
Keep doing your thing @SOPHIA ASHFORD
2026-10-03 16:42:53
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heisgeorge0 :
Talent, knowledge, and dedication @SOPHIA ASHFORD
2026-10-03 16:42:32
3
ko_luvs_tracey :
Respect the consistency @SOPHIA ASHFORD
2026-10-03 16:38:29
3
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