All posts are opinion only.
Miami, FL / Detroit, MI / NYC
Joined October 2019
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OX Capital retweeted
Lowest pressure rate allowed in 1-on-1 pass pro matchups this season, per @NextGenStats:
1. Trent Williams – 3.2%
2. Amarius Mims – 3.9%
3. Garett Bolles – 4.7%
4. Blake Miller – 6.0%
5. Christian Darrisaw – 6.5%
6. Colton McKivitz – 6.7%
7. Kahlil Benson – 6.9%
> Minimum 100 snaps
OX Capital retweeted
The majority of Ai revenue is now nothing more than investor dilution and money borrowed from banks. In other words, it’s fake.
True money coming in from outside corporations is a tiny fraction of circulating borrowed money and investor inflows.
Only about $12-$30 billion of outside money flowed into major Ai frontier labs in 2026. 70% came from within tech.
It’s setting up an absolute disaster as trillions of dollars have been borrowed without generating returns.
If you take a look at $AMZN AWS they are generating almost no additional operating income on their investment while Capex has exploded to 50% higher than revenue AWS actually generates a quarter. Capex has exceeded revenue for 4 straight quarters. This sets up for major operating profit reversals and potentially in 2027 and losses in 2028 as this year’s Capex on GPUs starts to depreciate.
It’s not a specific problem to Amazon either… All of these companies will be seeing massive reversals in operating profits next year and it’s going to do major damage to the people holding the bonds and shareholders.
If tech companies continue to struggle to borrow in 2027, trillions of dollars of circulating deals will immediately collapse and could drive negative operating profits mid to late 2027.
None of the money is real, outside of $12-$30 billion from outside tech. It’s borrowed and the losses are about to be enormous.
The Ai Paradox
The only industry in history where everyone involved becomes more profitable via infinite price hikes, while the underlying service being offered has to cut prices because of demand problems.
$NVDA
OX Capital retweeted
Companies like Microsoft, Meta, Google, Amazon, SpaceX, Oracle & Nvidia have racked up $3 trillion in debt on a high-stakes gamble on AI.
Big Tech Oligarchs: If your AI bet fails, don’t come begging to taxpayers. You won’t be bailed out — period. End of Discussion.
OX Capital retweeted
Yikes, started getting emails from secondary markets guys today
No, you may not have our liquidity
OX Capital retweeted
$AXXA BIG action today. Looks like we will see more slaps on Monday.
$AXXA | EXXE Group
Execution Snapshot | October 30, 2026
One platform. Multiple initiatives. Measurable progress.
Recent Milestones
• TIEGEL LOI announced (Oct 22)
• Outstanding shares reduced by ~400M(9.3% since Apr)
• FY2026 results: $70.9M revenue | $23.6M operating income
Active Workstreams
European real estate refinancing (Frankfurt)
U.S. telecom & infrastructure
Industrial, energy & residential rehabilitation
Financial reporting enhancements
Next
September-quarter results,
financing progress, and
business-development milestones (+final agreements).
Investor Center:
exxegroup.com/investor-cente…
#EXXEGroup #AXXA #OTCMarkets #Investing #StockMarket #stocks
OX Capital retweeted
Abdul is a strange guy. Really, really strange.
He's still lost in his high school years.
El-Sayed went on this bizarre rant against Pete Hegseth -- claiming that Hegseth "rode the pine" in "whatever sport he played" in high school.
He invoked Hegseth's mother (moms are fair game now, huh?), and claimed she was "the type" who would have worn her son's jersey to games.
*Hegseth was an all-state point guard in high school in Minnesota, set various school records. He played college ball and got some floor time in the 2001 NCAA tournament. El-Sayed played club lacrosse at Michigan.*
Here's El-Sayed's animosity-filled diatribe against Hegseth:
"You know he would have rode the pine. He probably got to start 2 games his entire career, playing whatever sport it was."
"His parents came and cheered so hard for him."
"Bro, I feel bad for you. Somebody told you you're a lot better than you really are."
"There's something about being a brown kid whose parents...no matter what you do you're never enough."
"For him, the very fact that he made the team: his mom was making cake, she was wearing his jersey, she had a cap made for him. You know the type."
OX Capital retweeted
OTC Top 20 Shares Traded Volume: 10-30-2026
$AXXA | RDAR | RWAX | GTVH | EARI | TIPS | AEFI | HIRU | NBND | GDLNF | HADV | GMZP | AITX | GGSM | IGEX | SNRY | SRMX | IGPK | SPYR | MJNA
A lot of shares. Not much money. That gap is the story.
OX Capital retweeted
Abdul El Sayed bizarrely attacks Pete Hegseth for sucking at sports in high school and rips his mom for cheering for him. (Pete played college basketball at Princeton and was an all state basketball player). This is just strange. Abdul is a weird dude.
OX Capital retweeted
How the fuck they gonna finance $800 billion with a junk rating?
Answer: They are not.
This is a Ponzi falling apart. If they push this turkey through to IPO, all rationality has left the building. Everyone involved should go to prison.
BREAKING: Anthropic is now expected to receive a "high junk" rating from major credit rating agencies after its IPO, which could come as soon as November, per FT.
Details include:
1. Blackstone has told investors that Anthropic likely will not receive an investment-grade rating immediately after its IPO
2. Blackstone is working with banks that stumped up financing on selling the debt on to other investors
3. An investment-grade rating is "central" to Anthropic's ability to continue its AI buildout
4. The company says it expects to spend over $800 billion on computing infrastructure between now and 2045
Debt markets are increasingly in the spotlight as AI funding becomes less abundant.
