51 - Forced Mañure

Recorded Date - September 27th, 2026 In our latest episode of Vol Stars, JFresh, Gherk, and Dork pop the hood on the AI hype machine to reveal the dodgy accounting and wishful thinking. The gang breaks gets into Oracle's "force majeure" cop-out on its Project Jupiter buildout, exposing the bizarre world of off-balance-sheet shell companies, loop-holed "take or pay" contracts and a joke of a security deposit. Next, the gang reviews the mainstream "AI doomerism". Turns out most headline-grabbing security breaches aren't Skynet waking up; they’re just lazy devs failing to lock their sandboxes. Beyond tech slop, the conversation branches into macro chaos, including unusual equity markets, compressed credit spreads, and what happens to energy prices now that the strategic petroleum reserve is running on fumes? Wrapping up, the boys run through their options setups for Google, SMCI, and Nike in "Trading with Gamma Strike", tackle listener mail about Meta's shady off-book accounting and banking capital rules, and lock in their latest round of questionable predictions for "Stupid Bets". Happily Produced by Dork™