The Full Record

Hand History
Archive

Every edition, logged in order. The corporate news cycle dealt straight, week by week.

03
The Week the Floor Called Everyone

Trump's 327 pre-tariff stock trades surface 14 months late. Oracle gets downgraded to near-junk — with OpenAI named as the credit risk. SK Hynix raises $26.5B on Nasdaq opening day. Meta up 15% in a week while every other player bleeds. A Michigan town voted no on the data center. Construction started anyway. SCOTUS kills the tariffs. Trump invents new ones same day.

♠ Trump / 327 Trades ♦ Oracle Near-Junk ♣ SK Hynix $26.5B IPO ♠ Meta Up 15% ♥ Michigan Data Center ♣ SCOTUS Tariff Re-Buy
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02
The Independence Day Hand

Musk confirmed at $1.053 trillion — history's first. China drops a 1.6-trillion-parameter AI model on America's birthday, on purpose, under an MIT license. OpenAI offers Washington a 5% equity stake as IPO protection. Google's data centers consume 37% more electricity in a single year. Buffett slow-rolls the Gates Foundation donation pending an Epstein review. Anthropic catches Chinese companies running distillation attacks through Singapore subsidiaries and VPN-reimbursed engineers.

♠ Musk $1.053T ♦ OpenAI / Gov't Equity ♣ Buffett Slow Roll ♠ Google Eats the Grid ♥ China / July 4th Drop ♣ Anthropic / VPN Rail-Birds
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01
The Opening Hand

The first hand ever dealt at this table. Musk cracks the trillionaire aces the same week inflation hits a three-year high. Microsoft shoves $190B into AI and gets a securities fraud suit for dessert. OpenAI quietly folds its exclusivity clause with Microsoft because the side action was worth more. Cerebras turns one IPO into a $20B deal. The AI capex boom clears 90,000 jobs to fund the chip race. Somewhere at the table, a few short stacks finally push back.

♠ Musk Trillionaire ♦ Microsoft $190B Shove ♣ OpenAI Folds Exclusivity ♠ Cerebras Royal Flush ♥ 90,000 Seats Cleared ♣ Short Stacks Push Back
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