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TheRedWhiteBlue
2.4K posts


@jefferinc @thebenbergman Right, because a global telecom couldn’t possibly be a hugely profitable business. Providing phone and data service to the entire globe is, I guess ,not a good business model.
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@thebenbergman Seriously zero clue, zero if you call starlink a bad business
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@hotmicsbilly Ok, gotcha. He’s telling us the answer. Ballot harvesting.
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Dean Logan, LA County Registrar-Recorder/County Clerk, joined Hot Mics to talk about the heavily debated Los Angeles mayoral election results. #LosAngeles #LA #KarenBass #NithyaRaman #SpencerPratt
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@Tironianae Completely unconstitutional and to go a step further, it’s an attack on democracy in Virginia. Democrats attacking democracy when they claim democracy is under attack.
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JUST IN: Governor Abigail Spanberger officially signs a bill handing over Virginia’s 13 electoral votes to whoever wins the most votes across the whole country…
even if Virginians vote the other way.
Insane.
They rushed it through with mostly Democrat votes. The plan has 222 votes. It needs 270 to actually start working. Once it does, your vote in Virginia doesn’t matter anymore.
The Founders made the Electoral College so a few big cities don’t boss the whole country. This is a sneaky Democrat power grab to cheat that.
“Every vote counts the same”? Lies.
Virginians are pissed off, and they should be. They got played.
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@ReclaimD1 She only wants to attract a certain type of guy. This is the energy she gives off.
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@PGA_drewS10 @3rdeye_rav3n I’m continually astounded by Scott’s level of douchebaggery.
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Scott Galloway reveals that he is selling his Apple and Amazon stocks to protest the industry
"I am going to sell down my Apple and my Amazon stock"
"I'm going to be transferring my assets out of Goldman Sachs into the RBC branch in Minneapolis"
"The biggest impact relative to the amount of disruption in your life is simply to unsubscribe from one or more Big Tech platforms"
"I found out when I unsubscribed from Amazon Prime, I was a member of Amazon One Health... Do you need six streaming media platforms? Do you need two ride-hailing programs?"
"I'm a guy like you who has some economic security, so I don't want to lecture, I don't want to be generous with other people's time or money"
"I'm going to try and lead by example here... but I want to be clear, I'm not perfect. I will still opt for my economic security"
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AI will achieve Stockfish-level coding and generalized computer use
SpaceX@SpaceX
SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models. For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon. We look forward to working closely with the Cursor team to advance our frontier AI capabilities
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@Big_Mck His head looks like a giant testicle. That’s all I’ve got.
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@billlycakes @thebenbergman @Elex_Michaelson @elonmusk Yeah they built 1.5GWs of compute in 141 days. No one else can scale like this.
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@thebenbergman @Elex_Michaelson @elonmusk In 30 days it turned its become a larger cloud provider than Oracle supplying compute to Google and Anthropic for an ARR of 36 billion
You literally don’t even know what you’re discussing
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IF YOU DON’T WANT BLACK AMERICANS IN YOUR STORES TO SPEND OUR ANNUALLY 2.3 TRILLION BLACK AMERICAN DOLLARS JUST LET US KNOW IN THE COMMENTS SO YOU CAN MAKE IT EASY FOR US?‼️🤔
JUSTICE FOR Cyrus Carmack-Belton‼️
#BlackAmericansKeepStandingOnBusiness
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@semitic_jew What about the malpractice by Melos family by using money donated for purposes other than his defense?
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@ATXVideos @CapMetroATX Even if you tell them you are willing breaking the law they still don’t want to enforce the law. He should have sited you.
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CapMetro Transit Police Officer discusses Selective Fare Enforcement with a gentleman who is fed up, and has decided to stop paying fare after seeing so many instances of others not having to pay.
Officer Hughes promised to have a serious conversation with @CapMetroATX chain of command about Equal Enforcement.
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@KaCurrie_45 @RickyDoggin Is she going to be nude? In that case I might watch in a Faces of Death kind of curiosity thing.
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@jakerattlesnk It’s intentional in order to destroy western civilization.
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@PodcastAlphaX @basispointpod Birkshire Hathaway could be in th porta potty business tomorrow and you’d never anticipate that. Her argument is nonsense.
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Why does a 40-year portfolio manager refuse to hold Tesla even when she likes the technology?
Kari Firestone ran money with Peter Lynch, co-founded Aureus ($8B AUM), spent 18 years as a CNBC contributor. On @basispointpod she names it clearly: Tesla is a "portfolio manager stock."
The problem is not execution risk. It is definition risk. Elon can redirect Tesla into any industry without her consent. A business that can become anything cannot be modeled. She will not own something she cannot define.
$NVDA is definable: best chip company at the high end, no real competition, complexity that compounds over time. She holds it.
The financial signal: Tesla profits down from $12.9B to $3.8B while revenue flatlined three years running. The stock premium is entirely optionality and Elon.
For long-term holders of $TSLA, this framing is worth stress-testing against your thesis.
Full comparison: podcastalpha.substack.com/p/kari-firesto…
Source: Basis Points - youtube.com/watch?v=9hiGdc…

YouTube
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💢 Iranian Foreign Minister Abbas Araghchi says that under a final U.S.-Iran agreement, services provided in the Strait of Hormuz “will no longer be free of charge,” adding that the future administration of the strategic waterway “will never be the same as in the past.”
Araghchi said international law does not permit the collection of transit tolls, but that charging for services is legal and that a final agreement will formally establish a new framework governing the strait. He said the deal would clarify Iran’s role in administering Hormuz and require payment for services that were previously provided free of charge.
He added that there may different arrangements for traffic through Hormuz during the initial 60 days while a final deal with the US is negotiated. Iran would guarantee the safe passage of all commercial and civilian vessels, while military ships would be subject to separate arrangements.
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