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Santander Consumer USA Holdings

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Dude if fed goes down fiddy you are royally F’ed and if they go down 25 you are still F’ed. It will be one of those two, a black swan is the only thing that can save you and the SC might hand that to you !
Msft and sovereign wealth funds to openAI then to oracle, nVidia, Coreweave, Google, Amazon, msft (yes back to Msft as well), Broadcom, and many more. Then good old Ronny Reagan trickle-down economics to tier 2-5 of the SC and tech stack. OpenAI has said they will spend themselves into the center of the earth over the next three years and lose more and more money doing so……. I think we have another 18-24 months if the US stays ahead in the AI race. If china comes out with better, faster, cheaper it ends quickly with circuit breakers across the board.
Interesting... hadn't thought about him \*wanting\* SC to give him an out/cancel them...
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