
@2026 pandemicene: 💚 to learn, tend, heal & share. 🌱 And of course SING! 🎶 https://xitter.gq/t.co/2NgOYKXC1N
Oregon, USA
Joined October 2009
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“How the press manufactured consent for never-ending COVID reinfections.”
💔
This one goes out to @jonfavs
thegauntlet.news/p/how-the-p…
Puppy Gma will always❤️Dolly retweeted
IMF가 AI 판에 얽힌 순환출자(Circular Financing) 거래 규모가 무려 1.4조 달러(한화 약 1,900조 원)에 달한다고 공식 경고장 날림 ㅎㄷㄷ 🤯
한 줄로 요약하면 빅테크랑 칩 메이커들이 자기네 물건 사줄 고객사한테 투자하고 빚보증 서준 다음, 그 돈이 돌고 돌아 다시 빅테크 매출로 찍히는 거대한 돌려막기 구조임 ㅋㅋ
지금 시장에 공개된 AI 순환 거래 17개 싹 다 정리함. 숫자 규모가 진짜 정신 나갔음.
1. 엔비디아 $NVDA ↔ 오픈AI
엔비디아가 오픈AI에 300억 달러 투자하고, 오하이오 데이터센터 리스도 최대 1,050억 달러 보증 서줌. 오픈AI는 그 데이터센터를 엔비디아 칩으로 꽉꽉 채움.
2. 오라클 $ORCL ↔ 오픈AI
오픈AI가 오라클이랑 3,000억 달러짜리 클라우드 계약 맺음. 오라클은 이거 지어주려고 영끌해서 빚내는 중임.
3. 마이크로소프트 $MSFT ↔ 오픈AI
마소가 오픈AI 지분 약 27% 들고 있고, 오픈AI는 마소 애저(Azure) 클라우드에 2,500억 달러 쓰기로 약정함.
4. 소프트뱅크 ↔ 오픈AI
소프트뱅크가 오픈AI에 646억 달러 때려 박았고, 오픈AI는 소프트뱅크 자회사 SB에너지 데이터센터 빌려 씀.
5. 아마존 $AMZN ↔ 오픈AI
아마존이 오픈AI에 최대 500억 달러 투자 중이고, 오픈AI는 아마존 클라우드 계약을 1,000억 달러 추가 확대함.
6. AMD $AMD ↔ 오픈AI
AMD가 오픈AI한테 자사 주식 최대 1.6억 주를 주당 0.01달러(사실상 공짜)에 살 수 있는 워런트 줌. 대가로 오픈AI는 AMD 칩 사줌.
7. 구글 $GOOGL ↔ 앤스로픽
구글이 앤스로픽에 최대 400억 달러 투자하고, 앤스로픽은 구글 클라우드에 최소 1,210억 달러 쓰기로 약정함.
8. 아마존 ↔ 앤스로픽
아마존이 앤스로픽에 최대 330억 달러 투자하고, 앤스로픽은 AWS에 최소 1,100억 달러 약정함.
9. 브로드컴 $AVGO ↔ 앤스로픽
은행들이 특수목적법인(SPC)에 630억 달러 대출해줘서 브로드컴 칩 사다가 앤스로픽에 리스해줌. 브로드컴은 그 칩 중고 잔존가치까지 보증 서줌.
10. 마소 + 엔비디아 ↔ 앤스로픽
둘이 합쳐 최대 150억 달러 투자하고, 앤스로픽은 마소 클라우드에 최소 449억 달러 약정함.
11. 스페이스X $SPCX ↔ 앤스로픽
스페이스X가 400억 달러 대출 당겨서 엔비디아 칩 사고, 그 컴퓨팅 파워를 앤스로픽에 팜. 참고로 엔비디아는 스페이스X 주주임.
12. 엔비디아 ↔ 코어위브 $CRWV
엔비디아가 코어위브 지분 약 11% 들고 있고, 안 팔리고 남는 용량 63억 달러어치 사주기로 보장함. 코어위브는 당연히 엔비디아 칩 삼.
13. 엔비디아 ↔ 네오클라우드
엔비디아가 중소형 AI 클라우드 업체들한테서 360억 달러어치 용량 사주기로 약속함. 얘네는 그 확정 매출 담보로 대출받아서 엔비디아 칩 삼.
14. 마소 ↔ 엔스케일, 네비우스 $NBIS, 아이렌 $IREN
마소가 얘네랑 최대 709억 달러 계약 맺어주고, 얘네는 그 돈 받아서 GPU 사들임.
15. 구글 ↔ 전직 비트코인 채굴업체들
구글이 테라울프 $WULF, 사이퍼마이닝 $CIFR 데이터센터 리스 수십억 달러 보증 서주고 대가로 얘네 지분 챙김.
16. 메타 $META ↔ 블루아울 $OWL
합작법인으로 273억 달러짜리 데이터센터 짓고, 메타가 280억 달러 규모 보증으로 뒷배 서줌.
17. 앤스로픽 IPO
칩·클라우드 공급사인 엔비디아, 구글, AMD, 마이크론 $MU, 브로드컴, 마소가 앤스로픽 IPO 지분 260억 달러어치 사줌. 정작 앤스로픽은 이 회사들한테 앞으로 내야 할 돈만 수천억 달러임 😂
이게 왜 중요하냐면, 돈이 계속 돌고 빚이 굴러가는 동안에는 빅테크부터 반도체, 데이터센터까지 전부 분기마다 어닝 서프라이즈 찍으면서 매출이 미친 듯이 떡상하는 것처럼 보임.
근데 핵심은 이거임. 이 1.4조 달러짜리 파티는 실제 최종 소비자들이 AI 서비스에 돈을 펑펑 써줘야 유지되는 구조임. 만약 최종단 수익화가 기대보다 삐끗하는 순간, 밑단에서 빚내서 케펙스(CAPEX) 돌리던 AI 모델사·네오클라우드부터 터지고, 지분 투자에 리스 보증까지 얽힌 빅테크들까지 연쇄적으로 뚝배기 깨질 수 있다는 게 IMF의 팩트 폭격임.
결론: 돈 돌 때는 세상에서 제일 화려한 영구기관인데, 펌프 멈추는 순간 역대급 도미노로 변할 수 있으니 매출 숫자 뒤에 숨은 보증이랑 부채 규모는 꼭 체크해야 함.
※ 특정 종목 매수·매도 추천이나 투자 자문 아님. 판단과 책임은 본인에게 (Not Financial Advice)
Puppy Gma will always❤️Dolly retweeted
Aortic stiffness and cardiac inflammation, fibrosis, and diastolic dysfunction in post-COVID-19 patients
🚨A German study from renowned universities published in the EUROPEAN HEART JOURNAL.
Without going into the details here, ONE VERY IMPORTANT sentence:
➡️“PERSISTENT CARDIOVASCULAR SYMPTOMS AFTER COVID-19 ARE COMMON”(= LongC0VID)!
You only have ONE Heart, and I've warned you many times already!!
Btw: The phenomena described here are real and supported by multiple studies!
#AvoidSars2 #AvoidReinfections
academic.oup.com/eurheartj/a…
Puppy Gma will always❤️Dolly retweeted
But this is a straw man. Nobody is claiming that BAAJA would lock in illegal permitting decisions.
What we're saying is that it would make it illegal for agencies to revise permits in the case of future climate legislation, court decisions, or updated science.
Puppy Gma will always❤️Dolly retweeted
Are you aware that Covid is a *vascular disease* that can feel "like a cold" but meanwhile be silently fucking up just about any organ in the human body? (If you're not, it's not your fault – public health has steadfastly refused to give the public the facts.)
Case in point
Puppy Gma will always❤️Dolly retweeted
A random photo memory just reminded me that around this time in 2019, I was sitting in a cafe in Belfast, feeling a bit under the weather - slight cough, scratchy throat. I was 48 then. That was the last time I was sick with an infectious disease. I'm 55 now. Masks work.
Puppy Gma will always❤️Dolly retweeted
This isn't the first time we have seen what is likely Russian disinfo campaigns paying for ads on @facebook. The Russian IRA famously paid for U.S. ads with rubles back in 2016.
The platforms have a problem.
3/3
pbs.org/newshour/nation/russ…
Puppy Gma will always❤️Dolly retweeted
A brand new FB account named "Numéro un" has shared the story several times.
More importantly, it's transperancy page yesterday showed it was running ads with this narrative, ads distributed to tens of thousands in France.
2/3
Puppy Gma will always❤️Dolly retweeted
A few days ago the Russian Storm-1516 network spread a false claim on X regarding the U.S. firm McKinsey supporting Édouard Philippe.
Turns out that claim is also being successfully spread inauthentically on @facebook and promoted to tens of thousands using paid ads.
1/3
Puppy Gma will always❤️Dolly retweeted
🧵Putin offered to host U.S. reporters in a Ukrainian city his army does not hold.
Hours later, Zelenskyy's drones shut down every airport in Moscow while the Russian leader was in town.
Putin spent the afternoon explaining what Russia controls, & the evening finding out. 1/🧵
Whole lotta bros (and a few sisters) beclowning themselves, exposing that they have no idea how business governance works. Pro tip: consider deleting your Jensen cultist tweets if you plan on applying for work at a real company. You’re basically saying you think breaking the law is cool.
Puppy Gma will always❤️Dolly retweeted
So good news for an individual who has had long COVID and wants to know whether they're protected against another infection. No news at all on what causes long COVID.
Puppy Gma will always❤️Dolly retweeted
As the article notes, SARS-CoV-2 infections can promote the onset of POTS 2-4 weeks later.
As the article does not note, SARS-CoV-2 continues to circulate at high rates, which is why more people are talking about POTS the past 6.5 years.
📝 JAMA Patient Page: Postural orthostatic tachycardia syndrome (#POTS) is a chronic disorder that causes an abnormal increase in heart rate with standing and is associated with symptoms such as lightheadedness, palpitations, fatigue, exercise intolerance, gastrointestinal symptoms, and cognitive problems.
Diagnosis is based on characteristic symptoms and a sustained rise in heart rate during standing without a significant decline in blood pressure.
ja.ma/4zfQufL
Puppy Gma will always❤️Dolly retweeted
COVID is not HIV-AIDS. But it does cause an acquired immune deficiency, an AIDS.
After I restored my T & B lymphocytes with a combination of Stribild, maraviroc, and Tollovid, my new COVID infection developed antiviral resistance. My lymphocytes counts are low again: lymphocytopenia, an immune deficiency. Subsets are probably worse, likely CD4 and CD19 are low.
Replying to @DenimFarmer
Again, COVID is not AIDS. But the shared patterns of T cell exhaustion, viral persistence, chronic inflammation are very real, and they're why HIV immunologists are now actively studying Long COVID.
pubmed.ncbi.nlm.nih.gov/3774…
Puppy Gma will always❤️Dolly retweeted
Good thing he wasn't already the president before and didn't put out an exact blueprint of all the shitty things he was going to do if he got re-elected because then you'd look like the biggest idiot in history
Puppy Gma will always❤️Dolly retweeted
The BAAJA environmental protection law rollbacks apply to literally everything. Not just energy but every conceivable action that the feds permit - data centers, toxic waste dumps, biological warfare facilities, medical waste incinerators, you name it. If the feds have a role, this bill handcuffs them. Seems bad if you breathe air or drink water.
Puppy Gma will always❤️Dolly retweeted
Many Canadian poultry breeders have been left devastated after a case of highly pathogenic avian flu was detected at the national poultry show in Saskatchewan Nov. 7. Here is CFIA's official notice. #avianflu
Puppy Gma will always❤️Dolly retweeted
I’ve been digging into Peraton all morning and this post explains exactly what I found.
Bro, they aren't even trying to hide the corrpution anymore!!
The FAA airline stoppage story is a MUCH bigger one than the ground stop itself, and I only saw it once I started following the money and who gets paid...
Here is what I found...
The official line is that it was NOT a cyberattack and NOT a "nefarious act."
US Transportation Secretary Sean Duffy points at overloaded routers and old broken equipment. Sure we can take that at face value, because it matters for what comes next.
Because on the SAME day, the White House went to Congress for 10s of billions of dollars to rebuild air traffic control, and Duffy pushed the number EVEN higher on camera.
Both happen on the same day, a very public failure declared NOT an attack, and the argument for a VERY large cheque built straight on top of it.
Whether the outage was engineered or was just the system rotting on schedule, the political result they are after is the SAME, the breakdown becomes the justification for MORE MONEY.
The money is the whole point here, and it ends up in one place...
The "brand new" air traffic control system contracts was handed in December 2025 to a single prime contractor, Peraton, a company owned by the private equity firm Veritas Capital, and chosen despite limited FAA experience.
The full program is priced at around $31 billion dollars. Congress has so far put up only $12 billion as a "down payment." The rest is still UNFUNDED.
So Friday's breakdown arrives as the pressure to approve the rest of the SAME program already promised to the SAME private contractor; Peraton.
Most US airports are public, owned by cities and airport authorities, but the terminals and the systems get built by private firms, and that is where the billions flow, out of public failure and public money into private hands.
So who are those PRIVATE HANDS benefiting most? Who ultimately gets the money?
The prime contract went to Peraton, a private company owned by the private equity firm Veritas Capital.
And who funds Veritas? Its investors are Israeli institutions: Clal Insurance $100M, Migdal Insurance $60M, Menora Mivtachim $50M, plus ~$150M from private Israeli investors, all in its at least $15.3 billion fund.
Peraton’s lobbyist is Mark Bednar also sits on the board of the "nonprofit" that funded Sean Duffy’s TV show “The Great American Road Trip”.
This is the question, and it needs to be examined by EVERYONE.
A pressure tactic to MOVE public money into private hands, while America and Americans pay for it with 5,000 cancelled flights and the economic fallout from that many cancelled flights…
The proximity is on the public record too, lobbying and personnel links running between the contractor and the officials now asking you to fund it.
Americans ate the cancelled flights and a wrecked weekend.
The money walks the other way, into private hands, and the whole thing is dressed up as an emergency repair.
Who will investigate this corruption and conflict of interest?
See the next set of ties in the comments. Follow for more...
𝗦𝗜𝗚𝗡𝗔𝗟, 𝗡𝗢𝗧 𝗡𝗢𝗜𝗦𝗘!!
Puppy Gma will always❤️Dolly retweeted
Bro, they aren't even trying to hide the corrpution anymore!!
The FAA airline stoppage story is a MUCH bigger one than the ground stop itself, and I only saw it once I started following the money and who gets paid...
Here is what I found...
The official line is that it was NOT a cyberattack and NOT a "nefarious act."
US Transportation Secretary Sean Duffy points at overloaded routers and old broken equipment. Sure we can take that at face value, because it matters for what comes next.
Because on the SAME day, the White House went to Congress for 10s of billions of dollars to rebuild air traffic control, and Duffy pushed the number EVEN higher on camera.
Both happen on the same day, a very public failure declared NOT an attack, and the argument for a VERY large cheque built straight on top of it.
Whether the outage was engineered or was just the system rotting on schedule, the political result they are after is the SAME, the breakdown becomes the justification for MORE MONEY.
The money is the whole point here, and it ends up in one place...
The "brand new" air traffic control system contracts was handed in December 2025 to a single prime contractor, Peraton, a company owned by the private equity firm Veritas Capital, and chosen despite limited FAA experience.
The full program is priced at around $31 billion dollars. Congress has so far put up only $12 billion as a "down payment." The rest is still UNFUNDED.
So Friday's breakdown arrives as the pressure to approve the rest of the SAME program already promised to the SAME private contractor; Peraton.
Most US airports are public, owned by cities and airport authorities, but the terminals and the systems get built by private firms, and that is where the billions flow, out of public failure and public money into private hands.
So who are those PRIVATE HANDS benefiting most? Who ultimately gets the money?
The prime contract went to Peraton, a private company owned by the private equity firm Veritas Capital.
And who funds Veritas? Its investors are Israeli institutions: Clal Insurance $100M, Migdal Insurance $60M, Menora Mivtachim $50M, plus ~$150M from private Israeli investors, all in its at least $15.3 billion fund.
Peraton’s lobbyist is Mark Bednar also sits on the board of the "nonprofit" that funded Sean Duffy’s TV show “The Great American Road Trip”.
This is the question, and it needs to be examined by EVERYONE.
A pressure tactic to MOVE public money into private hands, while America and Americans pay for it with 5,000 cancelled flights and the economic fallout from that many cancelled flights…
The proximity is on the public record too, lobbying and personnel links running between the contractor and the officials now asking you to fund it.
Americans ate the cancelled flights and a wrecked weekend.
The money walks the other way, into private hands, and the whole thing is dressed up as an emergency repair.
Who will investigate this corruption and conflict of interest?
See the next set of ties in the comments. Follow for more...
𝗦𝗜𝗚𝗡𝗔𝗟, 𝗡𝗢𝗧 𝗡𝗢𝗜𝗦𝗘!!
Thank you to the controllers, and pilots (and others whose work helped land all of those planes.)
🛩️🙏
WATCH — @Anna_Giaritelli: “I’ve spoken with 60 air traffic controllers tonight. None of them are buying what @SecDuffy said.”
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Puppy Gma will always❤️Dolly retweeted
Sheldon Whitehouse holds roughly $1.7 million in Nvidia.
He is the sponsor of a bill that makes it easier for hyperscalers to build data centers and procure natural gas to power them.
@ossoff is this the anti-corruption you ran on?
NO on #BAAJA
I’m sure it’s a coincidence that Howard Lutnick’s sons have $362 million in Nvidia washingtonexaminer.com/opini…


































