Several Tweets from Fellow AI Skeptic Ed Zitron
Doug Kass
on
August 11, 2026
I love to reassure investors and address concerns before my ipo https://t.co/GX7KZWUydo
— Ed Zitron (@edzitron) August 11, 2026
Oh so they’re not gonna IPO huh https://t.co/MKqb0iD8T3
— Ed Zitron (@edzitron) August 11, 2026
Is this circular financing? No! It’s just us helping our partners raise billions in debt and us backstopping 25% of the deal for customers so then they can then buy our GPUs. If anything it’s spherical https://t.co/gPVrbulLRh pic.twitter.com/b2K2e3BBGc
— Ed Zitron (@edzitron) August 10, 2026
Wow, $500 billion sure is a lot! Except it's not actually $500 billion, it's (theoretically) several smaller deals…
— Ed Zitron (@edzitron) August 10, 2026
…and it's a memorandum of understanding! It's a god damn MOU! That is not a deal! https://t.co/9w0o1HQq86 pic.twitter.com/tFD1mfKwGH
It’s still crazy to me that they went on tv and did a whole media circuit about this and it just didn’t happen https://t.co/ASGoamiPhz
— Ed Zitron (@edzitron) August 10, 2026
Positions: None.
- Category: Daily Diary
Posted by Doug Kass
Doug Kass is a world-renowned hedge fund manager with decades of experience and success navigating through some of the most turbulent periods in market history. He is known for his time-tested analytical skills and ability to look past the current noise and herd mentality. On TheStreet Pro, Kass provides frequent market commentary and investing ideas for active investors throughout each trading day in Doug’s Daily Diary. He also serves as president of Seabreeze Partners Management Inc. Previously, he served as a senior manager at Omega Advisors, a $6 billion investment partnership. He co-authored a book with Ralph Nader and the Center for the Study of Responsive Law called “Citibank: The Ralph Nader Report” and can be found as a guest host on CNBC's "Squawk Box." A Note from Doug: Current strategies and actionable trade ideas -- all on one dynamic platform built exclusively for active trades. From sudden sell-offs to sudden spikes, TheStreet Pro arms you with crucial analysis -- at a rapid fire, professional pace -- to help you make sound trading decisions -- every day, every hour, and every minute. Join me and my team of professional traders for unique perspectives and breakthrough investment opportunities.