Larry Ellison’s $100B Day, AI IOUs & Ben’s $90K Drawdown (…that ended -$380)

It’s the Weekend Rip, baby. Markets refuse to go down, bears got poop in their fur, and Larry Ellison wakes up a casual $100B richer while telling the world he’s got a $455B cloud/AI backlog—powered by OpenAI’s fantasy $300B GPU deal(?)—and somehow we’re all supposed to nod like that cash already shipped. Ben confesses his QMMM short from hell (multiple halts, -$90K on paper)… and still ends the day - $380. Options gods laughed, then got bored. We also hit IONQ, OKLO, Apple’s “iPhone Air” (thinner battery anxiety), Duolingo vs. AirPods instant translation, VIX in the toilet, FOMC rate-cut odds, and why bad news is apparently good news forever.

Plus: Ellison empire lore (Lanai, Indian Wells, Skydance/Annapurna), the AI adoption cool-off chatter, job revisions ugliness, and why this bull might be “still young” even as everyone’s miserable. Sprinkle in Gemini (GEMI) IPO, Klarna, OBRS/OCTO, TZA masochism, and a cameo by your favorite overlords: Zuck, Elon, Larry. Predictions for next week? Market go up.

Nothing here is financial advice. We’re just two guys yelling about numbers and missing voicemails because iPhone made it “Air.” Like, subscribe, and tell us which overlord you’d let tickle you with a feather.

00:00 Cold open chaos
01:51 Theme song + vibes
03:05 Weekly rip: QQQ/SPY/Dow, VIX snooze, Bitcoin pop
04:22 FOMC hype & “buy rumor, buy news?”
06:24 Rant: why nothing brings this market down
07:30 Ben vs. “Q triple M”: halts, pain, and a $90K swing → $380 loss
11:36 More shorts: IONQ & OKLO pain
13:46 Oracle (ORCL) earnings, AI backlog, and Larry’s $100B day
17:51 Is AI a bubble? Adoption wobble & spend promises
20:41 Vintage Larry clip reaction
24:21 The Ellison Empire: Oracle, Skydance/Paramount, Annapurna, Lanai, Indian Wells
33:53 Apple iPhone “Air” + AirPods translation skepticism
36:13 Choose your overlord (fun thought experiment… sort of)
40:12 Scott Bessent lore & cabinet cage matches
44:53 Jobs market gloom, AI vs. hiring, “applybots vs. screenbots”
55:24 Congressman’s TZA punt; sentiment stuff
56:30 “History says bull is still young”
57:38 Predictions & sign-off


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