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Rebel Capitalist News

Here's The Dark Secret That Could CRUSH AI Stocks

Rebel Capitalist News

George Gammon

Business, Investing

4.71.1K Ratings

🗓️ 24 September 2025

⏱️ 31 minutes

🧾️ Download transcript

Summary

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Transcript

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0:00.0

Hello, fellow, Rebel Capital, so if you're well.

0:03.1

So we have to talk about the accounting gimmicks that are going on right now with some of these huge AI companies,

0:15.0

NVIDIA, and others.

0:18.8

Now, I'm not a bottoms up type of guy.

0:21.4

I don't really get into the micro analysis of the balance sheets.

0:25.0

I'm over a macro guy.

0:25.9

You guys know that.

0:26.8

But some of this stuff really doesn't pass the sniff test.

0:30.7

And when you get down into the nitty gritty,

0:33.0

you got to ask yourself, are they doing exactly what Enron was doing? Let me show exactly what I'm referring

0:40.3

to us, to a screen share. And we're going to get into not only the weird accounting stuff.

0:48.3

I think they call it round tripping, but also how they're really in bed with the government.

0:56.9

And look, you can have your opinion on Trump or Biden or whomever.

1:01.5

But at the end of the day, I think all of us would agree that we would prefer to have the

1:07.6

private sector, part of the private sector, and the public sector, the government,

1:12.2

a part of the government. We don't really want them commingling. There's a word for that,

1:17.8

and it's not a good word. We'll politely call it corporatism or crony capitalism. But anyway,

1:26.8

let's get into exactly what's going on here.

1:30.9

So first we're going to go over to CNBC.

1:34.4

So Altman Huang, that's how you spelled Jensen's, or say Jensen's last name,

1:41.5

in the last minute negotiations that sealed the $100 billion

1:44.6

open AI and video. So I don't know if you guys have heard about this, but Nvidia has agreed,

...

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