First Principle Investor, Not CFA

"If you don't read the newspaper, you're uninformed. If you do read it, you're misinformed." —Mark Twain

🚨🇺🇸 Another pixelated White House post just dropped. Is it just me, or does anyone else feel like the White House is about to drop the hardest mixtape of 2026?

How the map of Southeast Asia looks like vs How Tesla sees Southeast Asia

*TESLA PUBLISHES 1Q 2026 DELIVERIES ESTIMATE OF 365,645

Anthropic just throttled Claude Code during peak hours. here’s what this means. use of Claude Code between 5am-11am PT now drains hella faster. weekly limit is the same. we’re not losing anything. they’re just spreading usage. peak hours cost more and off-peak hours cost less. if you’re running heavy coding sessions, do them outside peak hours and you’ll barely feel a difference. Anthropic is basically telling us “too many of you are using this at the same time and we need a minute.” seems like growing pains.

NEWS: NASA Administrator Jared Isaacman announced today a $20 billion plan to build a permanent U.S. base on the Moon over the next 7 years. NASA is cancelling plans to deploy a space station in lunar orbit. “NASA is committed to achieving the near‑impossible once again, to return to the Moon before the end of President Trump’s term, build a Moon base, establish an enduring presence, and do the other things needed to ensure American leadership in space. The clock is running in this great‑power competition, and success or failure will be measured in months, not years. If we concentrate NASA’s extraordinary resources on the objectives of the National Space Policy, clear away needless obstacles that impede progress, and unleash the workforce and industrial might of our nation and partners, then returning to the Moon and building a base will seem pale in comparison to what we will be capable of accomplishing in the years ahead.” The plan: Phase One: Build, Test, Learn NASA shifts from bespoke, infrequent missions to a repeatable, modular approach. Through CLPS (Commercial Lunar Payload Services) deliveries and the LTV (Lunar Terrain Vehicle) program, the agency will increase the tempo of lunar activity, sending rovers, instruments, and technology demonstrations that advance mobility, power generation (including radioisotope heater units and radioisotope thermoelectric generators), communications, navigation, surface operations, and a wide range of scientific investigations. Phase Two: Establish Early Infrastructure With lessons from early missions in hand, NASA moves toward semi‑habitable infrastructure and regular logistics. This phase supports recurring astronaut operations on the surface and incorporates major international contributions, including JAXA’s (Japan Aerospace Exploration Agency) pressurized rover, and potentially other partner scientific payloads, rovers, and infrastructure/transportation capabilities. Phase Three: Enable Long‑Duration Human Presence As cargo‑capable human landing systems (HLS) come online, NASA will deliver heavier infrastructure needed for a continuous human foothold on the Moon, marking the transition from periodic expeditions to a permanent lunar base. This will include ASI’s (Italian Space Agency) Multi-purpose Habitats (MPH), CSA’s (Canadian Space Agency) Lunar Utility Vehicle, and opportun.

$TSLA 🇵🇭 BREAKING : Tesla Officiates Model Y L Launch In Philippines. This is a 6-seater Tesla!

Starting Thursday, we'll be updating our revenue sharing incentives to better reward the content we want on X: We will be giving more weight to impressions from your home region—to encourage content that resonates with people in your country, in neighboring countries and people who speak your language. While we appreciate everyone's opinion on American politics, we hope this will disincentivize gaming the attention of US or Japanese accounts and instead, drive diverse conversations on the platform. We invite creators to start building an audience locally. X will be a much richer community when there's relevant posts for people in all parts of the world.

Starting Thursday, we'll be updating our revenue sharing incentives to better reward the content we want on X: We will be giving more weight to impressions from your home region—to encourage content that resonates with people in your country, in neighboring countries and people who speak your language. While we appreciate everyone's opinion on American politics, we hope this will disincentivize gaming the attention of US or Japanese accounts and instead, drive diverse conversations on the platform. We invite creators to start building an audience locally. X will be a much richer community when there's relevant posts for people in all parts of the world.