DarvasBoxAI🔲🤖

Nvidia is now 8% of the S&P 500, double what Cisco was at the top of the dot com bubble, and it's making the EXACT same mistake. Cisco lent money to the telecoms buying its gear in 2000 because they couldn't pay for it any other way, and when those telecoms went bust, Cisco lost 89% and the S&P 500 lost half its value. Nvidia is doing the same thing today, guaranteeing its customers' leases and buying stakes in the very companies that buy its chips. The more it sells, the more it's on the hook when those customers can't pay. THIS IS THE BIGGEST MISALLOCATION OF CAPITAL IN HISTORY

FOUR more funds in London blowing out PMs today. Shades of the LTCM death march in ’98. Bloodbath.

Let me tell you something absolutely BONKERS from last night’s midterms… Democrat Ericka Lomick just “won” Texas House District 93 despite being a convicted felon who suspended her campaign months ago. She pleaded guilty in 2011 to federal charges including mortgage-fraud conspiracy, bank fraud, and money laundering. Her sentence? 63 months in federal prison. On her candidate paperwork, she checked the box claiming she had not been finally convicted of a felony. After her criminal record surfaced in September, she suspended her campaign and stopped running. But Texas election deadlines had already passed, so her name remained on the ballot for both the regular general election and the special election. And voters still elected her by roughly 51–49%. Here’s the kicker: Under Texas law, a final felony conviction generally makes someone ineligible to hold office unless they’ve been pardoned or had their disabilities released. Meaning she can’t actually serve. Her “victory” simply creates a vacancy and triggers yet another special election. A convicted federal fraudster who quit campaigning still got elected to the Texas House. Let that absolutely sink in.

I’m not a big “ the election was rigged” guy but these numbers make no sense. I mean I doubt we would have won anyways but I refuse to believe that high gas prices got Bubba the cement truck driver to vote for Talarico.

🚨 Another red flag showing up in midterm election results. 2022 - only 51.3 million Democrat votes. 2024 - 75 million for presidential election 2026- 70.6 million (based on remaining ballots going 54.9% Democrat as they have so far). This means nearly 20 million more people voted Democrat in 2026 than in 2022 when Biden was president. I didn’t know democrats got more 20 million votes more popular over the last 4 years. How did Trump win in 2024 if that was the case? It also means democrats turned out at near presidential election rates, as if Kamala was on the ballot, which is extremely odd for a midterm election.

A lot of yammering about Republican turnout. Greg Abbott (Respected Moderate) EXCEEDED his 2022 midterms performance by 100K votes (and counting). He garnered more votes than any Republican Gubernatorial candidate in Texas history. The problem is Gina Hinojosa gained 1.7 million votes more than Beto O'Rourke. Those are Looney Tunes numbers. Hinojosa got 400K more votes in Texas than Kamala Harris in 2024. She's got more than Joe Biden in 2020 by 5,000 votes and counting. These are not normal midterms numbers. These are retard numbers. Not a single opinion poll before the elections came close to predicting this. Lines at the polling places in Texas should have been around the block to get these results. Unfortunately too many Conservative Thought Leaders are more concerned about screaming "I told you so" and polishing their resumes for 2028 for the upcoming DeSantis-Vance feuds.

I do not believe that every single county in Kansas shifted blue.

James Talarico got more 'votes' than any Democrat candidate has EVER gotten in Texas history. He got 500,000 more 'votes' than Kamala Harris got two years ago in a Presidential election year. The demographics of Texas have not changed significantly in two years. You can talk about gas prices, or Iran, or Trump's personality until the cows come home, this still seems ... odd, to say the least.

There’s a reason why Florida was the only state that went darker red. Florida was the only state “immune” from the blue wave. That’s not a coincidence. They were the only state that fully cleansed their election system. Desantis deserves credit for that. Mara Lago area even flipped a blue seat. Florida will eventually become the template. Here’s how Florida protected it’s election system: (Brave search) SB 90 (signed May 2021) •Required voters to renew their vote-by-mail registration every election cycle(previously valid for four years) •Restricted ballot drop boxes to early-voting hours and required staffing •Banned third-party ballot collection("ballot harvesting"); possessing more than two mail ballots became a crime •Required the last four digits of a Social Security or driver's license number to register or request a mail ballot •Banned private/outside funding of election administration (the so-called "Zuckerbucks" ban) •Mandated hourly real-time turnout data on a statewide dashboard SB 524 (signed April 2022) •Created the Office of Election Crimes and Security (OECS), a 25-person unit under the Secretary of State, one of the first dedicated election-crime units in the nation •Made collecting more than two mail ballots a felony (previously a misdemeanor) •Required annual voter-roll cleanup(previously every two years) •Banned ranked-choice voting statewide •Raised fines for voter-registration violations from $1,000 to $50,000 Florida SAVE Act / HB 991 (signed April 2026) •Expanded citizenship verification at voter registration •Removed student ID as an acceptable form of voter identification •Tightened candidate qualification rules ———— Did you catch the important “safeguards” that protected against yesterday’s election steal? They centered around registration integrity, vote counting integrity and ballot integrity. And “student ID” is not valid to vote. Citizenship requirement to vote. This is all coming nationwide. But first you have to expose and prosecute the fraudulent election system officials to kick off the demand for a nationwide cleansing. I believe that is incoming.

The strange and terrifying "tell" for the election tomorrow is this; rank-and-file Leftists are absolutely GIDDY with overconfidence regarding the sure-thing blue tsunami they're certain is coming. People like Chuck Schumer, Hassan Piker, and the media/pollster/pundit class are suddenly somewhere between "hedging" and outright panic. The Democrats are going to underperform badly -- and the useful idiots they've trained to expect a bloodbath are going to lose their ever-lovin' MINDS when it's the reverse of what they've been told to expect. Buckle up... it's gonna get REALLY rocky in a few hours.

I sold $PLTR yesterday as it broke the Inside-Week Bar low that was set last week. As good a signal as any, the position made $$ so I'm happy, on to the next!