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@unusual_whales Just focus on front run uptober

@unusual_whales The next question is, how do we buy? 👀

@unusual_whales SEC easing disclosure rules for data center ABS just greases the wheels for more leverage in the AI buildout. Investors get less transparency while operators get cheaper capital. That's a classic late cycle setup.

@unusual_whales This could finally unlock serious capital for AI infrastructure, but investors should stay sharp. x.com/i/grok/share/29230bb1593…

@unusual_whales evil geniuses

@unusual_whales That’s a major shift for AI infrastructure financing. Easier access to debt could help data-center expansion, but less disclosure and investor protection also means more risk for buyers.

@unusual_whales so they want more data centers built? interesting move

@unusual_whales Perfect

@unusual_whales SEC 는 크립토를 지지해

@unusual_whales This could really shake up how data center deals get funded. x.com/i/grok/share/29230bb1593…

@unusual_whales Big win for data center financing — this should help unlock more capital for the AI infrastructure buildout.

@unusual_whales 🇺🇸

@unusual_whales 2008 started with “innovative” financial products too. Not saying AI is the same, but whenever rules get loosened during a gold rush, I pay attention

@unusual_whales What could possibly go wrong?

@unusual_whales That’s a big win for data center capital, but a real loss for investor transparency. x.com/i/grok/share/29230bb1593…

@unusual_whales x.com/geezah_/status/208682934…

@unusual_whales Simpler rules for asset-backed securities open more funding paths. Data centers gain speed when capital moves easier.

@unusual_whales No investors protections, got it....= hey retail, hold this bag for the institutions 🤣🤣🤣🤣

@unusual_whales deregulations, lack of transparency, companies telling you everything is fine and they’re gonna continue to keep growing 👀👀

@unusual_whales sounds good

@unusual_whales x.com/yoyoyo777yo/status/20872…

@unusual_whales The disclosure changes sound bullish for infrastructure players, but investor protection matters

@unusual_whales So now my data center can get a loan faster than I can finish a Zoom call, nice. 😉

@unusual_whales Regulatory turbo mode activated 🚀

@unusual_whales This is a massive deregulatory win for big tech and energy infrastructure, but retail investors are the ones left holding the bag if these deals go south. My running note on the risk picture currently → sessionlevels.com/t/tier1-v1-2…

@unusual_whales data center cash flows just got easier to sell as bonds. bond markets just joined the AI buildout.

@unusual_whales AI TOP x.com/bonker99/status/20872773…

@unusual_whales loosening disclosure right as data center debt issuance is scaling fastest is the part that should worry investors, tenant concentration and lease terms are exactly what you'd want more visibility into during a leverage buildout, not less.

@unusual_whales I am certain this will end well.

@unusual_whales so now they can bundle data center debt without showing what’s actually inside feels like the kind of move that works until it doesn’t

@unusual_whales The big one is risk retention. The post crisis rule made issuers keep 5 percent of the deal so they eat some of the losses. These do not have to.

@unusual_whales This worked out well before.

@unusual_whales This could be a big deal for AI infrastructure financing. Making it easier for data-center owners to raise capital could accelerate the massive buildout needed for AI—but fewer securitization protections also mean investors need to pay closer attention to the underlying risks.

@unusual_whales When the rug is pulled and the bubble bursts, the unwind will be spectacular. This will make the GFC look like a good news story.

@unusual_whales Not gonna end well. Private credit 🍿🍿🍿🍿🍿

@unusual_whales Mr whale you got pull you’re so massive you can start holding gatherings to prevent the construction

@unusual_whales The fraud is beyond Weimar at this point

@unusual_whales Cameras are meant to protect both officers and the public with a shared record. A single source of truth sounds neutral until you ask who gets to edit the narrative around it.

@unusual_whales If the rules are being loosened for Wall Street while investor protections are being weakened, Americans deserve to know exactly who benefits and who bears the risk. Financial innovation is fine. Accountability should never be optional.

@unusual_whales ie "Let's keep this bubble inflated as long as possible and regardless of how many people lose everything."

@unusual_whales Has the SEC heard of collateral debt obligations? x.com/MildBullyMMA/status/2087…

@unusual_whales 2008 part II in the making. Looking forward to spectacular crash. Could use a house at half the current price.

@unusual_whales SEC finally realizes physical infra is the backbone of the AI compute race. Bullish for the data center play. Adapt or get left behind.

@unusual_whales Can the please just stick to football. Ffs

@unusual_whales 👀 this one's moving 💯

@unusual_whales Yikes

@unusual_whales Someone should create hedges on these assets and call them synthetic asset-backed securities

@unusual_whales Griftocracy

@unusual_whales No shit!!!! Imagine that... are there even machines inside

@unusual_whales データセンターのABS規制緩和か、AI需要爆発中にこれは追い風だね😊 投資家保護が薄まるのは少し気になるけど、市場効率優先ならありかも。