O Man 🇺🇦🇺🇦🦩🦩 Slava Ukraini!

It would be nice if, during all this talking, you would present actual evidence of mail-in ballot fraud.

The new record lows of Covid cases here (in the wake of the BA.3.2 wave that almost entirely affected kids) add further evidence to what was obvious since 2020: Covid transmission in kids in schools is one of the two primary ongoing drivers of transmission:

Holy smokes, our team just got another grant for the California Solar Canal Initiative!! This latest funding will help build a decision-support tool to scale solar canals across the state, conduct research with communities on environmental justice dimensions, and start to look at neighboring states. #SolarCanals ☀️💧

Last night was the biggest disaster in the history of Tesla. Let me walk you through what actually happened on that earnings call, because the headlines are doing you a disservice: Elon Musk got on the call and admitted (his words) that Hardware 3 "simply does not have the capability to achieve unsupervised FSD." He said he wished it were otherwise. He said the memory bandwidth is one-eighth of what Hardware 4 has. And that's the end of the conversation. Approximately 4 million Tesla vehicles on the road right now have Hardware 3. Many of those owners paid $8,000 to $15,000 for Full Self-Driving capability based on Musk's repeated promises (going back to 2016) that the hardware was sufficient for full autonomy. As recently as 2022, Musk was publicly assuring owners that HW3 had the processing power to get it done. BUT IT DIDN'T Those promises are now officially broken. The solution is a "discounted trade-in" toward a new car with Hardware 4. Not a refund or a free upgrade... A discount on buying ANOTHER Tesla. Investor Ross Gerber said it too - all HW3 owners got screwed, and with roughly 285,000 FSD purchasers affected, the potential liability runs into the BILLIONS. But that's not even the worst part. Musk was asked if the current FSD v14.3 was ready for unsupervised deployment. He said yes. Then immediately walked it back and admitted Tesla has "major architectural improvements" in the pipeline that would significantly improve safety. What he really means: the software isn't SAFE ENOUGH to deploy without a human watching. Full unsupervised FSD for consumer cars is pushed to Q4 2026. At the earliest... Maybe. How many times has this deadline been pushed? I've lost count. And trust me, I've seen a lot of broken promises. But this one takes the cake. Now let's talk about the numbers everyone is celebrating: Tesla reported $22.4 billion in revenue and $0.41 in non-GAAP earnings. A "double beat." The stock popped 4% after hours. Victory, right? WRONG Dig into the actual filing: The number one driver of operating income improvement wasn't cost reductions, wasn't volume growth, wasn't FSD revenue. It was - and Tesla listed this FIRST in their own shareholder letter - "one-time benefits related to warranty and tariffs." They released warranty reserves. They booked tariff refund windfalls. They stretched supplier payments by 10 days. They took on billions in new debt. Then they presented everything through non-GAAP metrics that strip out over $1 billion in stock-based compensation. GAAP net income was $477 million on $22.4 billion in revenue. That's a 2.1% net margin. On a $1.4 trillion market cap. Let me put that in perspective: 3.75 billion shares outstanding. Annualize the Q1 GAAP profit and you get roughly $1.9 billion. That's a trailing P/E ratio north of 700. Use the adjusted number - strip out stock comp, which is a REAL cost to shareholders through dilution - and you're still at around 250x earnings. All of this is extremely bad, but I didn't even talk about the CAPEX BOMB yet... 3 months ago, Tesla guided to "over $20 billion" in 2026 capital expenditure. Last night they raised it to over $25 billion. A $5 billion increase in a single quarter. That's 3x their historical annual capex run rate - $8.5 billion in 2025, $11.3 billion in 2024. The CFO confirmed on the call that Tesla expects NEGATIVE free cash flow for the rest of the year. So you have a company generating roughly $6 billion in annual free cash flow on a good year, and they're about to spend $25 billion. The math doesn't work. They will almost certainly need to issue equity. Which means dilution. Which means the $1.9 billion in annual earnings gets spread across even MORE shares. The core auto business is literally deteriorating in real time: Tesla delivered 358,000 vehicles in Q1 (missed estimates again). They produced 408,000. That's 50,000 cars sitting on lots that nobody bought. Inventory days jumped from 10 to 27 in just a few quarters. California (their most important US market) saw registrations crash 24% year over year. Their market share in the state fell from 9.2% to 7.7%. That's on top of a Q1 2025 that was ALREADY weak from Model Y retooling. They're declining off a decline. And here's what really kills the bull case... The entire valuation rests on robotaxis, Optimus robots, and autonomy. So let's put numbers on it: Waymo - the actual leader in autonomous driving with 15 million completed rides in 2025 alone, over 127 million autonomous miles driven, operating commercially across 6 US cities with plans to expand to 20 more - just raised $16 billion at a $126 billion valuation. That's the market's verdict on what the LEADING robotaxi company is worth. $126 billion. And Waymo is YEARS ahead of Tesla in actual deployment. Tesla has 3.75 billion shares outstanding. So even if you assign $126 billion in robotaxi value (giving Tesla full credit for matching Waymo despite being nowhere close) that's $33 a share. Add the auto business at generous auto-industry multiples, maybe $20 a share. Throw in energy storage and services, $10-15. Sum of the parts gets you to roughly $65-70 a share if you're feeling generous. Maybe $50 if you're not. The stock is $387. So what exactly are you paying for? You're paying for a STORY. You're paying for PROMISES that keep getting pushed back, technology that keeps falling short, and a business plan that requires spending $25 billion a year while the core product sells fewer units at declining margins in a market where California sales just fell 24% and the federal EV tax credit is gone. I managed the number one mutual fund in America. I founded two billion-dollar hedge funds. I've been doing this since 1981. And I am telling you: Tesla at $387 is one of the most egregious mispricings I have seen in my entire career. THE CRASH WILL BE EPIC

We trained an ML classifier on 107,875 transients from 1949-1957 Palomar plates to filter out plate defects. Turns out the real ones avoid Earth’s shadow/clusters around nuclear tests. Either something reflective was in Earth orbit a decade before Sputnik, or dust on a glass plate has really strong opinions about nuclear weapons. arxiv.org/abs/2604.18799 @DrBeaVillarroel @esaagar @AlchemyAmerican @joerogan #VASCO #science #astro

We've gone from 22 million acres of tall grass prairie to 22 million acres of corn and soybeans. We've transformed our rivers and streams into agricultural sewers. Am I getting my point across or is that too subtle?

When DOGE started cutting National Weather Service staff, there were also cuts in the number of daily balloon launches to gather weather data. The graphic on the left is what went up today at 8 am EDT (1200z). The graphic on the right is from May 2, 2023.

The Epstein crisis is back—and it’s escalating. New reports suggest Ghislaine Maxwell may be seeking a pardon, sparking outrage across Washington. Lawmakers are now demanding answers from the DOJ, including whether any discussions about clemency have taken place. At the same time, millions of pages of Epstein-related files remain missing or unreleased—and Pam Bondi has yet to comply with a subpoena. This isn’t going away.

Rep. Don Bacon (R-NE-02) - @RepDonBacon: We are one signature away to get a vote on the floor that would put sanctions on Russia and renew military aid to Ukraine. We need one more signature, and I can guarantee you there'll be a lot of Republicans who vote for that. We gotta push the discharge (petition) to make it happen. “I pray every Wednesday for victory in Ukraine. Hear, hear. I'm a believer. There's a God that listens to our prayers. I believe in the God of the Bible, and I pray for Ukraine's victory, and I pray for justice and judgment on Putin and his henchmen, and that God will come down and help Ukraine win this war much sooner rather than later. I'm so moved by the heart of so many Ukrainian believers that I've met. I was at a worship service yesterday, with some Ukrainian priests and some of the folks that were affiliated with him, and you could just see the faith. And when I was there, I saw the faith. So my second point, Ukraine's fighting for freedom, free markets, democracy, rule of law, and they wanna walk the talk of being part of the West. Folks who were involved with bribery and all that stuff, they're in jail now. Ukraine is wanting to be part and be aligned with the West. They don't wanna be part of the Russian shadow, and they wanna move away from that, and that's one of the reasons why Putin don't like it. They shows that his neighbor could be a democracy and free market. And I think this shows even more clearly that they (Russians) just want to reclaim old territory and they don’t care about Ukraine. They don't care about Ukrainians. They just wanna restore their old borders. But this is a fight against evil versus good. And America's gotta stand on the right side of this, on the side of good, which means we gotta help them with military weapons. We gotta help them with long-range precision F-16s with new radars, air defenses. And we've gotta put sanctions on Russia that we force the president to put on them. Cause I've not seen him do right here. So we are one signature away to get a vote on the floor that would put sanctions on Russia and renew military aid to Ukraine. And so talk to the folks you know. We need one more signature, and I can guarantee you there'll be a lot of Republicans who vote for that. We gotta push the discharge (petition) to make it happen. My heart is with you. My prayers are with the Ukrainians who are here. We want a victorious Ukraine that's aligned with the West. And I tell you a victorious Ukraine will be a leader in the EU. And they're gonna be a leader in NATO” - Rep. Don Bacon (R-NE-02) on Wednesday, April 22, 2026.

Joe Kent dropped a massive bombshell in his interview with Tucker Carlson: “One of Trump’s closest advisors who was advocating for us to not go to war with Iran and to rethink our relationship with Israel is suddenly assassinated and then we were told to stop investigating it.”

14 judges representing the entire Texas-Mexico border—led by a Republican—are demanding to have a seat at the table with DHS, urging them to consider technology rather than physical wall in some locations. DHS is still refusing to meet with elected officials, sheriffs, landowners and the public as wall construction pushes full-steam ahead.

I've been reporting on these other men for years -- most recently with the release of SDNY's prosecution memo and the FBI's reports in the files that name these men --the DOJ and FBI did little to investigate, except offer these powerful men and/or their attorneys proffers -- in other words, they treated the men with more respect than they treated his victims. Glad to see this CNN report.

This is exactly what we talked about on @ShawnRyanShow, literally at the same time as @RoKhanna was giving this speech. We must have a convention to propose an amendment! Get money out of politics!! The people can do this without Congress. This is the political revolution!

Take 82 seconds to see the unearthed memos showing how John Roberts went from crusading against “activist” judges… …to becoming one of the most aggressive activist judges in American history — in order to defend corporations and billionaires.

Coons to Bessent: Your Treasury lifted sanctions on Russian oil, giving them an extra $150M a day in revenue. Those funds are going not just to kill Ukrainians, but Russia's using its profits to support Iran with drones and intelligence to kill our troops.

The fact that the majority of Americans preferred republicans on the economy for so long has got to be one of the most successful propaganda campaigns in modern history because every time a republican gets in office they ruin the economy and everybody is worse off.

There is no way I can vote for any FISA bill with an FBI Director who appears to be a raging alcoholic, and who had his FBI agents query databases to spy on a reporter he didn’t like. Kash Patel is one of the main problems to any FISA solution.

Here’s the exact moment that police found cocaine on Steve Witkoff’s son Zach Witkoff, who also happens to be Donald Trump JR’s best friend as well as CEO of their crypto scheme partnership World Liberty Financial. Note that Steve Whitkoff is the top negotiator with Iran right now.

REPORTER: “What do you say to the American people who question how much longer this will take?” TRUMP: “You’re such a disgrace. Did you hear what I just said? How many years was Vietnam?” Trump is a disgrace and so is anyone that’s still defending him.

Trump is paying himself $9 million as the Ballroom "Contractor" Republicans can STFU about fraud for eternity!