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This video maps the entire Al stack and shows exactly how and why Leo Aschenbrenner of Situational Awareness expressed his trade the way he did. Here's the full thing in under 3 minutes.
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thewallstskinny
This video maps the entire Al stack and shows exactly how and why Leo Aschenbrenner of Situational Awareness expressed his trade the way he did. Here's the full thing in under 3 minutes.
Challenge: Explain the entire AI ecosystem, the power market, AI Data Centers and their impact on electricity prices in under 3 minutes. Challenge accepted ✅ “Layer 1” of what Nvidia CEO Jensen Huang’s calls the “five-layer-cake”.
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Challenge: Explain the entire AI ecosystem, the power market, AI Data Centers and their impact on electricity prices in under 3 minutes. Challenge accepted ✅ “Layer 1” of what Nvidia CEO Jensen Huang’s calls the “five-layer-cake”.

Everyone is talking about parallels to 1999 in terms of the stock market, but my dad — a 50+ year veteran of the power industry — pointed out another one. Back then, the EIA projected America needed over 300 GW of new generation. NRG, Calpine, Mirant, and Enron raced to build it, adding roughly 175 GW in five years. Then the dot-com bubble burst, the demand didn’t materialize, and all four went bankrupt. He was at Calpine at the time. Today, NERC projects we’ll need ~220 GW of new peak demand by 2035. Eerie…it's almost the exact same number of gigawatts too.

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Everyone is talking about parallels to 1999 in terms of the stock market, but my dad — a 50+ year veteran of the power industry — pointed out another one. Back then, the EIA projected America needed over 300 GW of new generation. NRG, Calpine, Mirant, and Enron raced to build it, adding roughly 175 GW in five years. Then the dot-com bubble burst, the demand didn’t materialize, and all four went bankrupt. He was at Calpine at the time. Today, NERC projects we’ll need ~220 GW of new peak demand by 2035. Eerie…it's almost the exact same number of gigawatts too.
The big 5 hyperscalers are estimated to spend ~$800 billion this year alone. But from a cash perspective, a HUGE benefit — the tax savings they get from the AI build out as a result of the OBBBA — is essentially invisible in their earnings. How it works in < 3 min. Part 2: “The Finance of AI”
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The big 5 hyperscalers are estimated to spend ~$800 billion this year alone. But from a cash perspective, a HUGE benefit — the tax savings they get from the AI build out as a result of the OBBBA — is essentially invisible in their earnings. How it works in < 3 min. Part 2: “The Finance of AI”
Goldman Sachs, Morgan Stanley and Elon Musk all know that the IPO of SpaceX was just the beginning. Here’s what they know that you don’t.
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thewallstskinny
Goldman Sachs, Morgan Stanley and Elon Musk all know that the IPO of SpaceX was just the beginning. Here’s what they know that you don’t.
Get your tin foil hats on: I'm going to explain why the $12.5bn sale of the LA Lakers (the craziest story in sports right now) is ACTUALLY the biggest Private Credit scandal of the year. The real question now is: what other sports teams and rare assets may be up for grabs, and how widespread is this kind of activity in the first place? Quite possible that this shakes up the entire foundation of private markets investing as we know it today, where all the major private capital players have either bought or built a balance sheet in similar fashion.
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Get your tin foil hats on: I'm going to explain why the $12.5bn sale of the LA Lakers (the craziest story in sports right now) is ACTUALLY the biggest Private Credit scandal of the year. The real question now is: what other sports teams and rare assets may be up for grabs, and how widespread is this kind of activity in the first place? Quite possible that this shakes up the entire foundation of private markets investing as we know it today, where all the major private capital players have either bought or built a balance sheet in similar fashion.

NVDIA’s 5Y CDS have doubled in the past few weeks. They’re now at 80 bps. 😳 Translation: the market is now pricing in a 6.4% chance they go BANKRUPT in the next 5 years. Does anyone REALLY believe NVDIA, the most valuable company in the world, has a 6.4% chance of going bankrupt in the next FIVE YEARS? Although given I’m the dumb*ss who took a job offer at Lehman Brothers over JPMorgan in 2006, what do I know.

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NVDIA’s 5Y CDS have doubled in the past few weeks. They’re now at 80 bps. 😳 Translation: the market is now pricing in a 6.4% chance they go BANKRUPT in the next 5 years. Does anyone REALLY believe NVDIA, the most valuable company in the world, has a 6.4% chance of going bankrupt in the next FIVE YEARS? Although given I’m the dumb*ss who took a job offer at Lehman Brothers over JPMorgan in 2006, what do I know.

Working on a reel about energy and AI data centers. I still find it so wild that when it comes to electricity, it’s mostly the red states that are socialist while blue states (plus Texas) have free markets.

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Working on a reel about energy and AI data centers. I still find it so wild that when it comes to electricity, it’s mostly the red states that are socialist while blue states (plus Texas) have free markets.
Did anyone else realize that @nvidia chips are all named after legendary scientists? And many, including the newest model, ARE WOMEN?! Apparently their latest model --- the "Rubin" --- is named after Vera Rubin, an American astronomer whose observations of galaxy rotation in the 1970s provided the first strong evidence that dark matter exists. We’ve gone down the rabbit hole researching our next video on the semiconductor trade (the same one that blew up Situational Awareness), which has resulted in a deep dive into Nvidia’s supply chain and their chips.
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Did anyone else realize that @nvidia chips are all named after legendary scientists? And many, including the newest model, ARE WOMEN?! Apparently their latest model --- the "Rubin" --- is named after Vera Rubin, an American astronomer whose observations of galaxy rotation in the 1970s provided the first strong evidence that dark matter exists. We’ve gone down the rabbit hole researching our next video on the semiconductor trade (the same one that blew up Situational Awareness), which has resulted in a deep dive into Nvidia’s supply chain and their chips.

Listened to the @elonmusk @TheEconomist interview…he’s the second CEO who’s recommended “The Culture Series” by Iain M. Banks for a potentially optimistic (aka, non-Terminator) vision of the post-AI future. Guess that’s next on our summer reading list! Side note: one of the reasons we’ve held off on this one previously is the heated disagreement on which order to read them in. Until now, it’s been too much of a hassle to parse through Reddit threads and figure out what order to tackle them in. Clearly gotta do some research now --- send us your recommendations!

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Listened to the @elonmusk @TheEconomist interview…he’s the second CEO who’s recommended “The Culture Series” by Iain M. Banks for a potentially optimistic (aka, non-Terminator) vision of the post-AI future. Guess that’s next on our summer reading list! Side note: one of the reasons we’ve held off on this one previously is the heated disagreement on which order to read them in. Until now, it’s been too much of a hassle to parse through Reddit threads and figure out what order to tackle them in. Clearly gotta do some research now --- send us your recommendations!

Ever since we incorporated hand drawn diagrams into our content, we've heard it all: "Your videos are AI" "You're ripping off another creator" "Slow down, this is moving too fast" The truth is it's this instead. We love finding new ways to share information with you in a way that jives with the way our brains work. We've been drawing together since we were 7 years old…over 35 years (don’t do the math), taking obsessive notes in engineering & organic chemistry classes in college, diagramming yield curves on the back of napkins for new analysts since before the Global Financial Crisis, and doodling on projector screens while teaching new hire analysts & associates at Blackstone and Goldman Sachs since before Instagram was invented. If you're new here, welcome! We love making complex concepts across finance, business, and tech easier to understand. Drawing is just one of those ways. And we do it all ourselves. 🥂

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thewallstskinny
Ever since we incorporated hand drawn diagrams into our content, we've heard it all: "Your videos are AI" "You're ripping off another creator" "Slow down, this is moving too fast" The truth is it's this instead. We love finding new ways to share information with you in a way that jives with the way our brains work. We've been drawing together since we were 7 years old…over 35 years (don’t do the math), taking obsessive notes in engineering & organic chemistry classes in college, diagramming yield curves on the back of napkins for new analysts since before the Global Financial Crisis, and doodling on projector screens while teaching new hire analysts & associates at Blackstone and Goldman Sachs since before Instagram was invented. If you're new here, welcome! We love making complex concepts across finance, business, and tech easier to understand. Drawing is just one of those ways. And we do it all ourselves. 🥂
Could Anthropic IPO for a $3 Trillion Valuation? What about $2 trillion, which is what regular finance media (the Financial Times) has reported they’re targeting. Anthropic's IPO is expected in the next couple months, with the S-1 expected in October. That will tell us about past profitability, net cash and debt, lease obligations. What it won't tell us is the number that actually drives valuation. Equity investors are forward looking, and for a company growing this fast, 2028 is the year investors are pricing off of. That means we typically like “consensus research estimates”, but the banks on the deal can't publish until roughly 25 days after the stock starts trading. With that said, this exercise was an attempt to use available public info — Anthropic has shared expected 2028E revenue of $190-200bn — to get an idea of how and why numbers like $2 trillion and $3 trillion are being thrown around. I’m not saying it should be valued at 12-13x 2028E revenue (heck revenue multiples aren’t ideal) but it’s how you get to the valuations being reported. And 12-13x is in line with comps. Now this is the problem with bubbles; you’re valuing things relative to other assets that may be also inflated. Which is why the DCF it’s important. I personally will be looking to see what Aswath Damodaran (my favorite valuation guru) puts together when he does his analysis. But the problem with the DCF is there are SO MANY ASSUMPTIONS aka guesses. While it’s the valuation gold standard, there’s a saying: garbage in garbage out and there’s a lot of uncertainty. However, the process of building a DCF forces analysis of the business model, capex needs, projected cash flows etc. Regardless, ultimately, pricing will be based on how investors decide to allocate capital and to them it’s: Anthropic vs. NVIDIA vs. OpenAI (post IPO) vs. other tech / AI names in their portfolio Please not: since we created this video, we found out Anrhopic’s S-1 is likely coming out closer to October and the IPO itself will be closer to early November.
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Could Anthropic IPO for a $3 Trillion Valuation? What about $2 trillion, which is what regular finance media (the Financial Times) has reported they’re targeting. Anthropic's IPO is expected in the next couple months, with the S-1 expected in October. That will tell us about past profitability, net cash and debt, lease obligations. What it won't tell us is the number that actually drives valuation. Equity investors are forward looking, and for a company growing this fast, 2028 is the year investors are pricing off of. That means we typically like “consensus research estimates”, but the banks on the deal can't publish until roughly 25 days after the stock starts trading. With that said, this exercise was an attempt to use available public info — Anthropic has shared expected 2028E revenue of $190-200bn — to get an idea of how and why numbers like $2 trillion and $3 trillion are being thrown around. I’m not saying it should be valued at 12-13x 2028E revenue (heck revenue multiples aren’t ideal) but it’s how you get to the valuations being reported. And 12-13x is in line with comps. Now this is the problem with bubbles; you’re valuing things relative to other assets that may be also inflated. Which is why the DCF it’s important. I personally will be looking to see what Aswath Damodaran (my favorite valuation guru) puts together when he does his analysis. But the problem with the DCF is there are SO MANY ASSUMPTIONS aka guesses. While it’s the valuation gold standard, there’s a saying: garbage in garbage out and there’s a lot of uncertainty. However, the process of building a DCF forces analysis of the business model, capex needs, projected cash flows etc. Regardless, ultimately, pricing will be based on how investors decide to allocate capital and to them it’s: Anthropic vs. NVIDIA vs. OpenAI (post IPO) vs. other tech / AI names in their portfolio Please not: since we created this video, we found out Anrhopic’s S-1 is likely coming out closer to October and the IPO itself will be closer to early November.
Vixeq at 50 (tracks vol on single name stocks) and vix at ~17 (tracks vol on market as a whole). This is one of the largest spreads of all time 👀 #dispersiontrade
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thewallstskinny
Vixeq at 50 (tracks vol on single name stocks) and vix at ~17 (tracks vol on market as a whole). This is one of the largest spreads of all time 👀 #dispersiontrade

Up to 50 followers on X!! Have officially beat the impersonator account. I mean was either an impersonator or I set it up two years ago, posted a handful of times, and have zero recollection.

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Up to 50 followers on X!! Have officially beat the impersonator account. I mean was either an impersonator or I set it up two years ago, posted a handful of times, and have zero recollection. #isitadhdordoijusthave4kidsandastartup
Elon Musk gave an interview to the editor in Chief of "The Economist", and makes a counterintuitive claim that the treasury can just PRINT CHECKS as UBI when AI takes all jobs in 10 years. When the interviewer asks about resulting rapid inflation, he claims that DEFLATION will be the issue. Is he right? The mathematical theory says: *maybe*. We get into the formula in the video below. If we look to history as a guide, automation caused deflation across SOME things --- look at the price of flat screen TVs, for example, which has collapsed over the last 30 years. But over that same time period, the cost of things like food, healthcare, and housing has exploded. Increased prices come from scarcity, and it's tough to argue that NOTHING will be scarce in 10 years' time. But honestly, how can we know? Elon himself refers to artificial superintelligence as a singularity, the same language we use to describe a black hole. It is a boundary we simply can't see past, where AI simply outpaces the human mind's ability to comprehend.
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thewallstskinny
Elon Musk gave an interview to the editor in Chief of "The Economist", and makes a counterintuitive claim that the treasury can just PRINT CHECKS as UBI when AI takes all jobs in 10 years. When the interviewer asks about resulting rapid inflation, he claims that DEFLATION will be the issue. Is he right? The mathematical theory says: *maybe*. We get into the formula in the video below. If we look to history as a guide, automation caused deflation across SOME things --- look at the price of flat screen TVs, for example, which has collapsed over the last 30 years. But over that same time period, the cost of things like food, healthcare, and housing has exploded. Increased prices come from scarcity, and it's tough to argue that NOTHING will be scarce in 10 years' time. But honestly, how can we know? Elon himself refers to artificial superintelligence as a singularity, the same language we use to describe a black hole. It is a boundary we simply can't see past, where AI simply outpaces the human mind's ability to comprehend.
I got to ask @SecScottBessent one question at the Charlotte Economics Club post-G20...so of course I asked about the bond market. Here's his (condensed) response:
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thewallstskinny
I got to ask @SecScottBessent one question at the Charlotte Economics Club post-G20...so of course I asked about the bond market. Here's his (condensed) response:
This Wednesday's Fed decision might be the most important market moving event of the year. But when you hear “the market’s pricing in a 68% chance of a Fed rate hike”…do you know how anyone’s actually coming up with that number? Or how to judge whether the odds should be higher or lower for yourself? There are trillions of dollars of risk riding on this one outcome, and if you want to understand the simple math, we've got you covered in less than 3 minutes on one sheet of paper (as always)!
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thewallstskinny
This Wednesday's Fed decision might be the most important market moving event of the year. But when you hear “the market’s pricing in a 68% chance of a Fed rate hike”…do you know how anyone’s actually coming up with that number? Or how to judge whether the odds should be higher or lower for yourself? There are trillions of dollars of risk riding on this one outcome, and if you want to understand the simple math, we've got you covered in less than 3 minutes on one sheet of paper (as always)!
Everyone was talking about NVIDIA’s record Q2 earnings but NVIDIA doesn't "make" AI chips anymore than Apple "makes" the iPhone. They outsource the manufacturing. Here's a breakdown of the major players in the semiconductor industry in under 3 minutes. ⬇️
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Everyone was talking about NVIDIA’s record Q2 earnings but NVIDIA doesn't "make" AI chips anymore than Apple "makes" the iPhone. They outsource the manufacturing. Here's a breakdown of the major players in the semiconductor industry in under 3 minutes. ⬇️
@pmarca’s appearance on @joerogan where they showed the clip between @kevinolearytv and Tucker Carlson sent us down a rabbit hole on the tax breaks Big Tech and AI data centers are getting, not just at the state level, but at the federal level. Here it is in under 3 minutes. And yes, it’s all hand drawn; none of this is AI.
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thewallstskinny
@pmarca’s appearance on @joerogan where they showed the clip between @kevinolearytv and Tucker Carlson sent us down a rabbit hole on the tax breaks Big Tech and AI data centers are getting, not just at the state level, but at the federal level. Here it is in under 3 minutes. And yes, it’s all hand drawn; none of this is AI.

The Wall Street Skinny (@thewallstskinny) X Stats & Analytics

The Wall Street Skinny (@thewallstskinny) has 168 X followers with a 1.09% engagement rate over the past 12 months. Across 19.0 posts, The Wall Street Skinny received 87.0 total likes and 9.01K impressions, averaging 4.58 likes per post. This page tracks The Wall Street Skinny's performance metrics, top content, and engagement trends — updated daily. To benchmark @thewallstskinny against other accounts, use Socialpruf's X competitor analysis tool.

The Wall Street Skinny (@thewallstskinny) X Analytics FAQ

How many X (Twitter) followers does The Wall Street Skinny have?+
The Wall Street Skinny (@thewallstskinny) has 168 X (Twitter) followers as of October 2026.
What is The Wall Street Skinny's X (Twitter) engagement rate?+
The Wall Street Skinny's X (Twitter) engagement rate is 1.09% over the last 12 months, based on 19.0 posts.
How many likes does The Wall Street Skinny get on X (Twitter)?+
The Wall Street Skinny received 87.0 total likes across 19.0 posts in the last 12 months, averaging 4.58 likes per post.
How many X (Twitter) impressions does The Wall Street Skinny get?+
The Wall Street Skinny's X (Twitter) content generated 9.01K total impressions over the last 12 months.
Can I compare The Wall Street Skinny with other X accounts?+
Yes. Add @thewallstskinny to a competitor set with Socialpruf's X competitor analysis tool and benchmark it side by side with any other public accounts on views, engagement rate and follower growth, with history back to each account's first post.