Shanaka Anslem Perera ⚡
@shanaka86
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Author of The Ascent Begins. Independent Analyst. Money, geopolitics, AI, science, and sovereignty. Mapping the collapse and the reconstruction of order.
Australia
Joined July 2009
Civilizations don’t collapse from war. They collapse from silence. 1177 BCE: Every Bronze Age power fell in 50 years. Trade stopped. Letters ceased. 2025: $346 trillion debt. 310% of GDP. Same pattern. Same physics. I wrote the manual for what comes after. THE ASCENT
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The U.S. economy added 172,000 jobs last month, double what was expected. The stock market then had its worst day of the year. Read that again. Good news was the catalyst for the crash. Here is why. A week ago Wall Street was betting the Fed would cut rates. Then the jobs
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The US added 172,000 jobs, double expectations. Stocks then had their worst day of the year, because good news killed the rate cut and traders flipped to pricing a hike. The twist is that ~70k of those jobs were World Cup hiring. The Fed may have repriced on a soccer tournament.
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JUST IN: The company that taught the world to control everything just admitted it cannot win AI alone. Apple, worth nearly $4 trillion, is rebuilding Siri on a Google AI model, running on Nvidia chips, inside Google's cloud. It tried its own chips first. Too slow. So it is
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JUST IN: Apple, worth ~$4 trillion, is rebuilding Siri on Google's AI, on Nvidia's chips, in Google's cloud. It tried its own chips first. Too slow. The most vertically integrated company on earth just proved the AI moat is no longer the model. It is the chips and the cloud.
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The Dow hit a record high today. The same session, Broadcom fell 14% and the AI trade cracked. Those are not two stories. They are one. Look under the index. The Dow jumped about 700 points, up 1.4%, to a fresh all-time high. The Nasdaq fell. The S&P 500 sat dead flat. One
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The Dow hit a record high today. Same day: Broadcom -14%, the AI trade cracked, and money fled into health insurers and banks. A record built by capital running from the leaders into defensives is not strength. It is where the smart money hides.
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32 coins. $2.5 million. 0.0038% of the stack. That is the sale the market is now blaming for a $3 billion liquidation cascade and a Bitcoin price nearly halved from its peak. A $2.5 million sale cannot move a trillion-dollar asset. It is a rounding error. In the same week,
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Iran just called Trump’s bluff. Its supreme leader was assassinated. Its nuclear sites were bombed. And it is winning the war that is left. Washington walked into a trap with three locked doors. Trump cannot settle: a tentative 60-day ceasefire has stalled for a week while he
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Michael Burry is short Nvidia, 1 million shares. His case: three customers now owe it 64% of receivables, and the biggest is paying slower while buying less. The same three are building their own chips to need it less. He calls it a finger on the trigger.
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Three customers. 64% of the money Nvidia is owed. The investor who shorted the 2008 housing crash just bought puts on 1 million Nvidia shares, and that one number is the reason. It is not the size that matters. It is the slope. Those three were 33% of Nvidia's receivables in
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One sentence. One stage. Plus $60 billion in a single day. On June 2 in Taipei, Jensen Huang, the man who runs the most valuable company on earth, called Marvell the next trillion-dollar company. The stock ripped 32%. Here is the part he left out. Nvidia owns a piece of
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Jensen Huang called Marvell the next $1T company. It ripped 32% in a day. He left out that Nvidia owns a piece of it. The AI bottleneck is shifting from chips to the wires between them. The trillion part is a forecast dressed as a fact.
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BREAKING: The US House just voted 215 to 208 to end the Iran war. The same day, Iran bombed Kuwait’s main airport and the US bombed Iran. Both are true. The gap between them is the whole story. The vote is historic, and misunderstood. It is the first time either chamber of
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For seventy years, owning the dollar and owning the US Treasury were the same trade. That weld is breaking. Not in a default. Not in a headline. In the one place these things show up first: the price the world pays for safety, beyond return. The dollar's privilege is intact.
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