GS

ThinkingOfTheOldDays

bullish $GS on the anthropic s1

AndItsThetaAgain

JPM and GS both refused to underwrite the loans for data centers chip portion of financing and only financed physical buildings and utilities build out.

HoneyBadger552

Fees to BoFA & GS for cobbling together these deals. Electric companies. Not to states & localities, lotta these deals include tax breaks or hold offs 

Federal-Watch

Shorting GS Monday :hesright: :chad:

AffectionateTour3021

Appears it's CAT and GS weighing it down

Spac55

Market panic for new war, $CRWV bond, AI-theme. Many times past 2 years, we saw scary DC news, like 48hr warnings After 12000 Iran target attacks last 6month, how much new war impact US GDP? Earnings strong $NVDA $MU $META $JPM $GS $SPCX $TSLA & all BigTech have big cash flow, it’s earnings time.

Ready_Confidence5326

Apparently GS intends to buy the dip tonight on the Asian markets. We’ll see

Full_Pear449

Before getting a Junior traders job at GS , I worked for Cantor Fitz. in Structured Finance Trading, had all the licenses. Worked there from '85 to '88, from the I got to know some people in PROP TRADING for GS. Late '88 was hired as a Junior Trader(3yrs) in RISK/ARB trading. If you watched the POD CAST I sent earlier you'll know who I worked under after being hired as a trader.

Full_Pear449

I'm kind of staying away from retail completely. Why WMT, and not TGT or DG or DLTR or Five. Similar type stores and I have often found difficult to parse? Griffin reminds me a lot of Jeff Gundlach who so wanted to be called the BOND KING after Bill Gross retired. Notice how Griffin shows up a lot after JPM and GS are on the media radar

Fhack

For sure. I read this one and said "in six months we'll be hearing how GS dropped their bags." And Morgan can't dump their Oracle bonds anywhere. Nobody will touch it. GS is smart though. They'll figure it out.

Hihaho80

GS bull savior

Happy-Champion1661

lol GS are such a fraud, imagine upgrading CRWV to a buy

WholeOrganization915

GS stock deserves to get this treatment. Their analysts are idiots who routinely post crap analysis and all they do is pander to the crowd. There’s no original thought and Wilson coming from FS analysts.

Psyops101

Week was brutal, all across the boards. I’m down as are lots of others. I’m day trading successfully, focused on beat down blue chips like GS, MSFT, CAT. I day trade options only for leverage, my daily average has been a solid $3,000 a day. Still, this infusion hasn’t upped my overall account. unfortunately I bought CALLS ITM with Jan expirations when sndk was bouncing around 1600 to 1650. I’ve ridden them down to - $90,000 in negative equity. Smaller positions, calls in MU, TSLA.SPAX, STX, ALAB, NVDA with plenty of negative equity. No, I didn’t grab highs. Has the bubble popped, I don’t agree. I see shorts, robo negative articles, day traders really f&$king the daily movement up. I’ve also seen large block trades coming in at interesting levels, the highest were at $1650 to $1600. My bet is by March ‘27, there will be people in here bragging about stock or calls they bought in the $1200 - $1300 range that by March will be huge in the money. SNDK may dip to $1000 again, 1150 to 1200 more likely. I’m buying put options for me day trades, no calls until I see those lower numbers. Loading up (stock) on GS, CAT, MSFT and NVDA.

Prometheus_1094

Yeah, institutions dumped what retail holds to profit from worthless options, or to just force us to sell. Then they buy back in - look at GS reporting their highest earnings ever from financial products. They keep SP floating through the same 10 companies while dumping individual stocks they 'loved.' institutions loved oklo, for example, and look at the stock now

Everyday-Joe-Invests

JPM, COF, and GS aren’t sexy tech trades (so most traders will probably ignore them), but they all look poised to recover from recent dips.

AndItsThetaAgain

JPM was like ‘everything is coming up money’ and also ‘our customers are resilient but also they’re maybe spending less this quarter’ followed by ‘I’m not going to point out any particular deals, but we don’t need to chase yields’ And later in the day, announces they’re underwriting the real estate and electricity portion of a 5 billion dollar ai buildout in Europe, only underwriting 1.3 billion with GS, refuses/declines to underwrite the nvda chip portion of the buildout of 3+ billion. A half hour later, nvda announces that they’re going to announce an investment of 2 billion dollars in ai in Europe this week (notice it’s also not the full 3+ billion, if these are the same facility) And then some enron celebrity mentioned Micron is obviously the best because their future pricing on memory contracts is ‘reasonable’ while competitors are extortion’ but in business speak this means they’re lowering future prices already and future earnings will be lower margin/lower profit

Much-Calligrapher

In what context? Multi-asset asset management products? A lot of the GS research i consume advocates for diversifying multi-asset beyond a stock-bond barbell, so it’s a bit surprising

Opeth4Lyfe

The NEOS and GS funds have held nav pretty well. JEPQ isn’t too bad and DIVO/IDVO are pretty solid as well.

The-Iron-Bird

GS absolutely crushed earnings, up 36%...easy fucking long imo. shits headed back to 1k+

Hopeful_Housing_4576

treemaps always make me motion sick but i can't look away either, it's like financial abstract art. GS really dragged the whole ship sideways today huh

CherryBlossom_Cox

GS

AndItsThetaAgain

JPM and GS refusing to underwrite loans for overpriced chips

AndItsThetaAgain

JPM and GS underwrite 1.3 billion (real estate) portion of 5 billion dollar loan at 11%, refuse to underwrite 3.3 billion dollar loan on nvdia chips. For a location in Norway. Later: nvda announces upcoming 2 billion dollar ai investment in Europe this week.

Spac55

$META Muse, mouse, all media show up before earnings, and ump stocks when cash flow negative after big spending, no ROI. Let’s see how earnings pain spread like banks today $JPM $C $WFC $GS etc

SlipTraditional5144

puts puts puts on GS

RenaissanceWmn1

Keep calm and never sell your GS

Worry-Mountain

The bank bit is the one I'd actually pay attention to today, since JPM, WFC, GS and Citi all reported this morning. "Oversold and cheap" doesn't mean much if the reports show provisions climbing. Banks trade on net interest income, credit costs and guidance way more than the EPS headline, so a beat with a soft NII outlook can still go red. If the calls sound fine on consumer credit and NII guidance holds up with the Fed hiking again, then yeah, the cheap-valuation case gets stronger. If provisions jump, cheap gets cheaper. I'd let BAC and MS tomorrow fill in the picture before reading too much into one morning.

Happy-Champion1661

can you like read my comment again? I am joking about the name. They suck, GOLDMAN SUCKS, did you never hear a joke? also the estimate don't matter, LOWER bank earnings (cuz they are lower) were priced in since a month at this point, it was "public" knowledge already. I don't give a shit about how many lines of their earnings you give me, they don't matter, they are less shit than expected and everything pumps. And usually GS specifically pumps on ER

SanDisk_Made_Me_Rich

Major earnings expected before the bell on Tuesday include: * Johnson & Johnson (JNJ) * JPMorgan Chase (JPM) * UnitedHealth (UNH) * Citigroup (C) * Wells Fargo (WFC) * Albertsons (ACI) * Domino's Pizza (DPZ) * Goldman Sachs (GS)

DICK_STUCK_IN_COW

GS definitely never recovered from getting involved with Apple Card. I’ve got a $6k chargeoff that can’t be collected and falls off next year to prove my point and I couldn’t have been the only one 💀

Specialist-Rice-8541

What do you think about UNH and GS? What are your plays today ? I am leaning into call/call

The-Iron-Bird

GS is a good buy here, fat fooking dividend and it'll likely be back at 1k/share soon

AideApprehensive7441

Seems like Bank stocks ( GS and JP Morgan ) could report well in this trading environment and are down pretty big over the last couple months, or on my way off base?

SpiderWil

JPMorgan (JPM): ~7:00 AM ET; call at 8:30 AM ET. JPMorgan Chase Wells Fargo (WFC): ~7:00 AM ET; call at 10:00 AM ET. Wells Fargo Newsroom Goldman Sachs (GS): ~7:30 AM ET; call at 9:30 AM ET. Goldman Sachs Citigroup (C): ~8:00 AM ET; call at 11:00 AM ET.

ajwillys

Because GS-13's don't make the rules.

Leggo_my_eggo1990

I work for a government agency and my Supervisor was forced to sell some of his holdings to avoid conflict of interest. No idea how they have those rules for a GS-13 but not for the President or Senators.

dope-a-meanie

Apple Savings (GS Marcus, basically) literally bumped from 3.4 to 3.5 a couple weeks ago. Talk to your bank.

Holiday_Movie178

Yes, SPY is not good diversification nowadays.. we didnt need GS to see the top 10 names are 40% of the index. I recently put in a structure of 25% SPY, NIKKEI, FTSE, EURO STOXX to accompany my single stocks portfolio which has some AI names as well as hedges like gold, defense, consumer

barmeloxanthony10

Thats why I said some.... GS, AXP, PEP, LHX, UBER

drakilian

Sure, but GS is somehow doing the worst of all the financials being sold off when it has the best circumstances by far lol

Spac55

When Fed want higher interest rate & collapse economy even remain silent at 10 yr 5.33%, all media appearances AI-vibe collapse next. At extreme high leverage debt, options gambling is routine nowadays. Q3-earnings time start with banks just days away, $C $BAC $JPM $GS $MS $XLF

___Art_Vandelay___

And GS really wants to unload it's bonds on you.

Wooloomooloo2

This has been true for a while. GS wouldn’t say something like this until they’ve hedged against their own clients.

isdjtantichrist

yeah like GS down more than -20% lmao.

Federal-Watch

Don’t you ever put my dommy mommy Lorna Hajdini in the same vicinity of those GS chuds!! :screech:

Soberdonkey69

GS looks real good now, back hedge for the midterms

Mad6193

GS, JPMC, Morgan Stanly everything is falling

Civil-Soup2863

C7GS and C7Z are insane tho. Rode a c7z for a couple years and it is godly

sam4o19

Let’s hope MU saves my GS calls somehow lol

Upper-Worker8516

Reladomo. Goldmans free tool for managing complex, audit-proof databases. Right now, I'm using its backend architecture to reverse-engineer some of the premium risk analytics from GS Quant—the ones they reserve for institutional investors

greenpride32

You thought an article with fancy GS name would be meaningful. Yet it's dated OCT 18 2024. Do you know how much the market has run up since that date?

No_Strike655

Lol you are in a really obvious bubble and you said "let me hope it doesn't go up" All this talk about 5% yields should have slowed it down, the guy at GS saying that AI is getting more expensive to maintain not less expensive for these companies should have slowed it down, the sheer cost of oil and uncertainty in the middle east should have slowed it down...... but it's a bubble so it's going to rocket until it can't anymore 

dope-a-meanie

Yes. But I have a person who delves into the 10K/Q documents and researches dividend history as well as balance sheets. An old Goldman Sachs dude who burned out and now just day trades (well, it’s not that simple but let’s just assume that for the sake of this comment). I’m a long-term investor and the individual stocks he recommended have really done quite well. But there were some misses, too (VZ, SJM). I have long term positions in stuff like GS, MMM, C, SPG… stuff that did really bad early on and it took a solid two, three years to gain traction. Re-invested dividends and came out the other side. I’ve since simplified to just index funds. I cash out the dividends and aggressively buy the SP500 index now.

NewlyOld31

If it hits 765 by Tuesday I'ma make several GS!

Traditional-Poet5461

Normies hate it. GS love it

TCEHY

Anyone with a 12m target for GS stock?

saucy_otters

I like GS logo & company colors more than JPMs so I'm gonna go with GS on this one.

TonyzTone

You can't possibly forecast it with the war being a multi-month series of "ceasefires" followed up 24 hrs. later by "target bombed." I guess the only thing you can forecast is whether inventories are steady and whether boats are getting through. I can't see that shit, but I'm sure JPM and GS can and do.

OrneryZombie1983

It's GS. They're going to play both sides so they always come out on top.

FrankRizzoNGL

Per Goldman, CTA's are net sellers in every tape next week. - Flat tape: Sellers $30.09B ($5.7B out of US) - Up tape: Sellers $3.12B ($3.08B out of US) - Down tape: Sellers $55.28B ($14.26B out of US) According to Goldman, CTAs are long $37B of US equities going into today's trading. Source: GS

2Hosslovescash

GS was nuts today. Anybody else play it? 50+ point random swing day, killed it on calls and dumped em timely.

Independent-Tree-985

idk. Banks have been weird all year. if its not schwab being an unstoppable beast its GS flopping around like a fish out of water

spilledonwhite

wtf is going on with Goldman Sachs (GS)?

regardus_maximus

is GS a buy?

dope-a-meanie

I can confidently say none. I have some (handful) individual dividend stocks that are well researched and have done great in terms of growth over the years (GS, CVX, TSM, etc) and most of the rest in index funds (sp500, Russell, some tips and short term treasury) and SGOV. SPYI for income to cover housing in case of job loss. That’s not part of the growth strategy, just for peace of mind.

DrHarrisonLawrence

You probably won’t believe me, but it will be $270-330 next March/April. Minimum. It could be $350-400 too. And I believe that because I’m just doing the math. 7x multiple on ARR is Goldman Sachs metric. Some use 8-10x but I’ll side for GS to remain “conservative” The two main things that would derail my price target’s potential would be the macroeconomic environment or if their CEO is murdered

No_Injury219

**\[JAPAN / Subsidized National Project worth up to 158.7B JPY\] Official Admission of Inaccuracies in Resident Explanations and Factory Design Specs Permitting "Discharge of Firefighting Wastewater Out of Premises, Resulting in Flow into Lake Biwa" Under GS Yuasa's Latest EV Battery Factory Project** This is an official report based strictly on objective facts regarding the significant procedural irregularities, lack of administrative governance, and severe ongoing local opposition surrounding the lithium-ion battery factory construction project in Moriyama City, Shiga Prefecture, Japan. The project is being spearheaded by GS Yuasa Corporation and its affiliates (including GS Yuasa Technology) and has been granted a national subsidy of up to 158.7 billion JPY by the Ministry of Economy, Trade and Industry (METI). Due to serious environmental and disaster-prevention concerns stemming from the factory's extreme proximity to a residential area (located just 40 to 80 meters from local homes), neighboring residents established a voluntary independent organization, "The Association to Connect a Safe Living Environment to the Future of Moriyama," and have been demanding official scientific safety evaluations and adequate containment infrastructure. During the official direct consultation held on September 13, 2026, between the incumbent Mayor of Moriyama City (Takafumi Morinaka), corporate executives from GS Yuasa, and local residents, the local authority and the company officially admitted and declared the following two critical procedural flaws and environmental discharge specifications on the public record, leading to a complete deadlock in negotiations: **\[Fact 1: Official Admission of Data Inaccuracies and Ongoing Revision of Safety Documents\]** In the official progress report distributed to residents by Moriyama City (the permitting authority) during the previous briefing on August 23, the administration included highly inaccurate descriptions claiming that the National Institute of Technology and Evaluation (NITE)—a public administrative institution of the Japanese government—had verified that the firefighting wastewater contained no toxic hydrogen fluoride and was completely safe. However, when the residents' association conducted a direct inquiry with NITE's official window on September 4, NITE officially and completely denied the claim, stating that NITE had never issued such a safety conclusion. Furthermore, during the public consultation on September 13, the Mayor of Moriyama City and the company executives officially admitted on the record that NITE had demanded the immediate removal and correction of these descriptions. They also confessed that as of that date, the correction process of the official government documents was still ongoing and incomplete. **\[Fact 2: Official Declaration of Factory Design Specs to Discharge Wastewater Out of Premises, Resulting in Flow into Lake Biwa\]** During the same public consultation on September 13, the corporate representatives officially admitted that regarding the design specifications of "Area A" of the factory, where construction is already underway, there is absolutely no disaster-prevention infrastructure—such as automatic shutoff valves, emergency retention dikes, or specific slope gradients—designed to isolate or retain firefighting wastewater within the facility in the event of an emergency (e.g., thermal runaway fires or a major earthquake). Concurrently, the corporate side officially declared that the current engineering specifications are set to allow firefighting wastewater, which would inevitably contain highly toxic substances (such as hydrofluoric acid), to be discharged out of the premises. Under these engineering specifications, it is an established physical fact that **\[ the firefighting wastewater will be discharged into the regional storm drainage system, resulting in a direct flow into Lake Biwa, the largest lake in Japan and the primary water source for 14 million people in the region. \]** The local municipal and prefectural administrations have approved the development permits and are pushing forward with construction, ignoring the residents' concerns, solely on the formalistic ground that the current paperwork satisfies the minimum requirements under existing local building and fire regulations. End of report. An Independent Whistleblower

Lootoholic

I think you have the right idea OP to short a non-sense high flying fund like this. Anything that grows 4200% in a year is a bubble. The problem is I don't think you can find a reliable instrument to short it. You need a reliable third party outside of Turkey (say DB, or GS) to give you an instrument that you can trust. I'd be curious to know if it's at all possible to short it, because if there was a way to short it, it would not have run this much in the first place.

Expert_Context5398

It isn't. You just didn't think of it so you don't want to consider it as an option. Cost per mile will determine the viability and depth of AV's - including vehicle ownership. Why own a vehicle, pay insurance, have a garage or pay for parking, worry about depreciation, etc., when you can just ride an AV? The AV takes business AWAY from insurance companies, parking, etc., and takes a % of that business. You have people who own a vehicle, drive 5k miles a year, pay $3k in auto insurance annually, pay for parking monthly or pay for parking in city strreets and then have to repair their vehicle, pay for inspection, etc., All of that goes away and becomes profit for AV companies at every level. JP Morgan and GS have already done studies on this tracking the TAM if the cost per mile decreases drastically. Auto revenue from vehicle sales will essentially be revenue for AV companies. You and I both know TAM explodes with this. Why pretend otherwise?

ScheduleSame258

Thats been the case for the last 5 decades - Boeing, GE, GM, Ford, GS, MS, JPMC, BoA. These are all too big to fail

sun_not_cold

I said that about my iPhone, 3GS, 5, 8, XS, and now 17.

Jerhed89

Pretty sure they put \~17% of revenue into R&D, so I think it’s fair to take current profitability with a grain of salt given they’re also growing revenue 74% YoY. Their TAM is huge and Oura already dominates smart rings. Their biggest direct competitors are Samsung, Ultrahuman, and RingConn, and IMO Samsung is the only one currently positioned to be a serious alternative. I also think comparing Oura directly to Apple Watch, Whoop, Fitbit, etc. misses the use case. For many people it’s complementary, e.g. for sleep/recovery tracking or environments where you’d rather wear a Rolex than an Apple Watch. The Robinhood board relationship is a fair red flag, though GS and MS are leading the offering (Robinhood already has an investment/board relationship with Oura so this may be less suspicious than it appears). The biggest question isn’t whether Oura is a good company. It’s what valuation we’re being asked to pay at IPO.

Cannabis-Attorney

Long since the IPO, with significant accumulation in the 30s/40s. Balance sheet has been cleaned up and company is firing on all cylinders. Look for momentum coming out of the GS and CITI conferences post Labor Day but probable headwinds from interest rate hikes.

KinokoKatto

Transitioning from FICO→VantageScore reminds me of when Moneyline switched the data source for Telerate Page 500—where everyone got U.S. Treasury bond pricing from 1970s through 2000s—from Cantor Fitzgerald to BrokerTec in October 2001. This was a thunderclap in the government bond trading world. Cantor had a decades-long exclusive with Telerate for U.S. Treasury bond pricing, but on 9/11 they lost their entire voice broking division and struggled to shift customers to eSpeed. Moneyline-Telerate decided to switch Page 500 to BrokerTec, an electronic bond pricing + trading platform created by the largest dealers (Citi, CSFB, Deutsche, GS, Lehman, Merrill, MS). BrokerTec went on to dominate bond trading.

360NoScopeDropShot69

I was eyeing it as well, gym fit culture is well and alive. If they swag the product line a little, like GS, DS, or any of the influencer brands I think they got a shot

Toothlesskinch

MS and GS are running the Anthropic IPO. Both ran the SpaceX IPO as well. Both popped 10% in the two weeks following that IPO. Safest play out there.

germantutorwant

I'm actually feeling nice so I'll give you some much needed education. Berkshire are value investors with a 20+ time horizon, they explicitly avoid speculative tech like AI. Comparing your 1-2 year results (your original comment) versus their 20-year view where they are specifically AVOIDING AI is downright retarded and you should feel retarded, which I can tell you do because your instinct was to get defensive and block and then brag about your portfolio. Anyway since we want to flex random achievements, I'm 28 and am nearing $1M and lets be real, I can invest no more money and achieve 8 figures by the time I'm your age grandpa. We both know we'd rather have what I have now and be young. I also had a 4.0 at an ivy and worked in GS/MS's top investment banking group, so I understand how these firms work. Unlike you my achievements can't be met by putting $20k in a 401k for 40 years and waiting like you did. Sorry I made you realize you aren't as smart as you think.

alphamonkeyishere

GS and JPM apparently buying gopro stock heavily

alphamonkeyishere

JUST IN - GS and JPM issue warning about massive dump today due to increased fiber consumption within their management boards

toddbritannia

What’s happening with GoPro tho. I thought I’d see the movement in this sub of all places, reminding me of GS days

EveningWest9164

Or perhaps it’s that “news agencies” rehash GS research to get clicks on their own websites?

eightbitfit

I'm very happy GS is getting more attention. I have six - love them.

DeerHunter4Life14

BS... Goldman Sachs S&P Competitive Advantage and Kensington Dynamic Growth SMAs do so consistently. GS beats S&P by 3% per year on average with less risk over the last 15 years. You'd never know this because VOO is all you do.

AMadWalrus

Hehe I know you’re kidding but I worked at GS/MS investment banking ;)

high-plains_drifter

Anyone see Dave mccormick (spouse)recently went on GS buying spree?

imustbegthequestion

It's a shame the world has distilled to you're easiest either fabii frankish, gaulish, Indian, nubian, phoneician, eurasian, finish, Dutch, AeNGLiSH, Irish, Calabrian, bandy bantu... Pirate... Cannibal, foreigner, Malagasy. Asian. Marco Polo. CC. CC. c. Ccc.CCC.CSC.SCC.SEC.TSA.SSS.SSG.GS.GM.JPM.GS.MS.WFTFUSB.RYBCD.L.HSBC.UBS.HBI.HBI.HBI.M.M.M. AND ALL OTHER WORKS of Satan. Such a shame. 26,000.0000 years and we're still at step 5. +/- 7,300 years. Til tik tok we only got 60-2000 years to fix the water sanitation crisis. Think quantum arc hydrogen fuel oil Lucid automobile cell.

HBCTIA

You have a point here. But...many things can be true at once. Toby Ord, the pretty reasonable sounding and balanced EA / FHI Balliol academic, thinks if we get AGI it's 3 to 100 years away at the 5%/95% probability level with 2038 as the 50% date. This is way wider and later than AGI bulls like Kokotajlo at AI Futures put it (their 5%/95% estimate being, IIRFC, 14 months to 9 years, with their 50% one at 5 years). If Ord's greater uncertainty, wider range is right, it's unlikely we get AGI, if ever, before existing non-AGI ML capabilities have to fully monetize the data centre Capex ($5.3 Tn by 2030, if sustained, according to GS). Given GPU (and TPU) economic depreciation that might require anything from $2 Tn to as much (maybe) as $10 Tn of gross revenues annually. Total global software spend is $1.4 Tn p.a. and food and agriculture about $10 Tn. So that seems more than optimistic. So, we could still eventually get to a massive economic payoff with achieving AGI which covers many times all the Capex whilst OAI, Oracle, Coreweave and Softbank go bust. For this to work out for them the timings/pathway has to work out for them as well as the destination. Personally I try and steer clear of any investment proposition where I have to be continuously right rather than just right in the end.

cool-lala

not to worry when GS said SPCX would somehow make 300 billion in rev by 2030 and stock would be a 10X before that

GoZukkYourself

The real winners in Anthropic's IPO will be the investment banks that underwrite the IPO, just like with SPCX. JMP, C, GS, etc., will have amazing Q3 earnings.

ThinkingOfTheOldDays

JPM & GS into the anthropic S1 process are free money especially JPM with the yield curve steepening

-----Marcel-----

Did he blow up again? Yesterday's momentum sell off was one of the 10 biggest in the post ChatGPT era: GS https://preview.redd.it/u56vbnozdckh1.png?width=624&format=png&auto=webp&s=dac77fd759804e1bc2ef6a5254112ee56fd5db76

SteakEater137

I made decent money on GS but I think the dip chance is gone now. Think SHEL is going back up too, doesnt really make sense that it dropped throughout the day.

Larnek

I never once said government is bad. It is one of the roots of civilization and human cooperation. Ours is currently a fucking disaster, but my buddy loves the govt. He's a freaking GS-13 in charge of IT for his branch. He LOVES the boot for some reason. What i'm saying is that it is actually easier to bring a corp to account than it is the federal govt. FOIA requests are a polite way of making you feel like you have some power.

Spac55

Leverage unwind is more painful than anything. Size of AI debt , Too Big to Fail ? At GFC-2008, $AIG Lehman, $BAC $C $MS $GS struggled to survive in 2008. “Situational Awareness “ blow up $45 Billion for leverage. All datacenter on debt load is worse than CDO of CDO Look market cap of semi and many cash burning Zombies or even all semi. $SPY $QQQ $SMH $MU $NVDA https://preview.redd.it/ikjp07kvkuih1.png?width=752&format=png&auto=webp&s=fb5597e1e9465f40af3f2a0fcea2edd0587705e7

horseisahorse

* [Nvidia (NVDA)](https://www.roic.ai/quote/NVDA) is partnering with a consortium of Wall Street investment giants on a $500 billion AI financing initiative, according to people familiar with the matter. * The group reportedly includes [Apollo (APO)](https://www.roic.ai/quote/APO), [Blackstone (BX)](https://www.roic.ai/quote/BX), a [BlackRock (BLK)](https://www.roic.ai/quote/BLK) unit, Brookfield, [Goldman Sachs (GS)](https://www.roic.ai/quote/GS) and [KKR (KKR)](https://www.roic.ai/quote/KKR), highlighting the enormous capital requirements behind AI infrastructure expansion. * The move signals a trend of heavy financial engineering to scale AI, with potential implications for capital markets and energy consumption. This is from [roci.ai](http://roci.ai), but it came from the Financial Times

TreeofLibertyFood

Ok NBIS, enough dickin’ around. GS says go time.

Spac55

Situational Awareness hedge fund liquidated all $45 Billion holdings. $GS $JPM $BAC big 3 prime broker moved together to raise cash, failed, liquidated. They did fast, before bank run like 2023, after $SIVB, $FRC, $CS

Full_Pear449

GS up YTD +13%, 1yr +42%, 5yr+160%

GneissFrog

i'm certain that a lot of people who bought puts on SPCX expecting it to plummet instantly with all these unlocked shares don't realize they are betting against GS, MS, BoA, Citiground, JPM, Barclays, Deutsche Bank, RBC Capital, UBS, and Wells Fargo. These banks have had ages to prepare their order books, reaching out to clients, and allocating accordingly.