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VOICE ARCHIVE

Ross Hendricks

@ross__hendricks
16 posts
2026-02-06
Headlines you see when a capex bubble is bursting... RIP bull market ... we had a good run [image]
2026-02-06 View on X
CNBC

Amazon projects its 2026 capex to hit $200B, above $146.6B est. and up from ~$131B in 2025, and reports Q4 AWS revenue up 24% YoY to $35.58B, above $34.93B est.

Amazon shares plunged more than 10% in extended trading Thursday after the company posted mixed fourth-quarter earnings …

Headlines you see when a capex bubble is bursting... RIP bull market ... we had a good run [image]
2026-02-06 View on X
Amazon

Amazon reports Q4 revenue up 14% YoY to $213.39B, vs. $211.33B est., EPS of $1.95, vs. $1.97 est., and net income up 6% YoY to $21.19B; AMZN drops 8%+

Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its fourth quarter ended December 31, 2025.  Fourth Quarter 2025

2026-01-20
Everyone slowly, then all at once, coming to the same realization that the AI hype is exactly that... hype. Used to justify trillions in capex that will likely never see a return.
2026-01-20 View on X
Variety

On Joe Rogan's JRE, Matt Damon and Ben Affleck discuss Hollywood and AI; Damon says Netflix wants movies to restate the plot because viewers are on their phones

2026-01-19
Everyone slowly, then all at once, coming to the same realization that the AI hype is exactly that... hype. Used to justify trillions in capex that will likely never see a return.
2026-01-19 View on X
Variety

On Joe Rogan's JRE, Matt Damon and Ben Affleck discuss Hollywood and AI; Damon says Netflix wants movies to restate the plot because viewers are on their phones

Matt Damon and Ben Affleck recently appeared on the “Joe Rogan Experience” to promote their new Netflix film “The Rip,” …

2025-11-12
@thexcapitalist Wrong. Hyperscalers will become better businesses if they stop torching endless amounts of capital on rapidly depreciating GPUs. Nvidia will get wrecked.
2025-11-12 View on X
Bloomberg

Michael Burry's warning that hyperscalers are underestimating AI chip depreciation shows that tech investors may have forgotten how much depreciation can hurt

Costing tens of thousands of dollars each, Nvidia Corp.'s pioneering AI chips make up a hefty chunk of the $400 billion …

It's hard to come up with a worse business model than one that relies on huge amounts of high yield debt to acquire depreciating assets in a commoditized industry with zero marginal pricing power. That's $crwv in a nutshell
2025-11-12 View on X
Bloomberg

Michael Burry's warning that hyperscalers are underestimating AI chip depreciation shows that tech investors may have forgotten how much depreciation can hurt

Costing tens of thousands of dollars each, Nvidia Corp.'s pioneering AI chips make up a hefty chunk of the $400 billion …

Tell me you don't understand how depreciation charges work without telling me Hint: you just made Burry's point for him
2025-11-12 View on X
Bloomberg

Michael Burry's warning that hyperscalers are underestimating AI chip depreciation shows that tech investors may have forgotten how much depreciation can hurt

Costing tens of thousands of dollars each, Nvidia Corp.'s pioneering AI chips make up a hefty chunk of the $400 billion …

2025-11-11
SoftBank after receiving news of Burry's massive $NVDA put buys [image]
2025-11-11 View on X
Financial Times

SoftBank sold its entire Nvidia stake, or ~32M shares, in October for $5.8B and part of its T-Mobile stake for $9.2B, boosting Q2 profit to $16.2B, above est.

Net profit doubles to $16bn on gains from OpenAI and PayPay holdings  —  Masayoshi Son's SoftBank Group has sold its entire stake …

2025-11-08
Sam Defaultman lied; big shocker
2025-11-08 View on X
Bloomberg

In a letter on October 27, OpenAI asked the Trump administration to expand a 35% Chips Act tax credit to help lower the cost of AI infrastructure

OpenAI has asked the Trump administration to revamp a Chips Act tax credit to help lower the cost of artificial intelligence infrastructure …

2025-11-07
The tech bro doth protest too much
2025-11-07 View on X
Bloomberg

Sam Altman says OpenAI doesn't want government guarantees for data centers and expects to fund investments with revenues hitting “hundreds of billions by 2030”

company continues to lobby for financial support from the industry Victor Tangermann / Futurism : Trump Admin Says It's Not Bailing Out the AI Industry Regardless of How Hard It Cr...

2025-11-06
This is nothing more than Jensen Huang foaming the runway for a federal AI bailout in coordination with OpenAI's latest plea in the WSJ These grifters simply can't be happy making billions from one of the greatest investment manias of all time. They'll do everything possible to
2025-11-06 View on X
Financial Times

Jensen Huang warns “China is going to win the AI race”, after the US kept a ban on advanced AI chip sales to China, and says the West is held back by “cynicism”

CEO criticises western ‘cynicism’ while Beijing loosens regulations and cuts energy costs for data centres

2025-11-05
Maybe SoftBank investors finally woke up realized they're holding one of the biggest bags of excrement ever assembled in the history of capitalism (OpenAI) [image]
2025-11-05 View on X
CNBC

Samsung, TSMC, SoftBank, SK Hynix, and others closed as much as 10% down, matching their US peers, as investors worry over stretched AI and tech valuations

Shares in Japan's SoftBank Group closed 10% lower on Wednesday, amid a broader drop in AI-linked companies as investors turned wary …

2025-11-02
The tech bro doth protest too much
2025-11-02 View on X
@bg2pod

Q&A with Sam Altman and Satya Nadella about the Microsoft-OpenAI partnership, OpenAI's restructuring and $100B revenue target for 2027, $3T AI buildout, more

BG2. All things AI w @sama & @satyanadella. A Halloween Special. 🎃🔥@bg2pod @altcap — (00:00) Intro (02:28) Microsoft's Investment in OpenAI (03:19) The Nonprofit Structure and Its ...

2025-04-24
Waymo: hundreds of thousands of fully functional, operating robotaxis Tesla: 0 robotaxis Tesla CEO: I don't see anyone being able to compete with $TSLA on robotaxis Fanboys: buy buy buy!
2025-04-24 View on X
Financial Times

Elon Musk is stepping back from DOGE in May, spending 1-2 days per week on government work, as tariffs, customer anger, and Chinese competition weigh on Tesla

Billionaire's foray into government coincided with increased competition from Chinese rivals  —  In the days following Donald …

2025-03-13
The downfall of $aapl is quickly becoming a mainstream narrative... still a juicy short at over 30x earnings
2025-03-13 View on X
Daring Fireball

By previewing smarter Siri vaporware at WWDC and the iPhone 16 launch, Apple burned a reputation earned over decades for only promising actual working products

In the two decades I've been in this racket, I've never been angrier at myself for missing a story than I am about Apple's announcement …

2024-08-05
A long way down for $AAPL shares once the market wakes up to the fact that “Apple Intelligence” is not going to drive the much-hyped supercycle
2024-08-05 View on X
Bloomberg

Thoughts on new Apple Intelligence features, which do not yet live up to the excitement, Apple's design team leadership reshuffle, and Apple's Q3 earnings