ALPHA BIG DOG

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ALPHA BIG DOG

ALPHA BIG DOG

@ALPHABIGDOG2

A Deep Research Investor followed by Nancy Tengler, Art Hogan, Phil Flynn, Kenny Polcari, John Kilduff, Gary Kaltbaum, Doug Kass, & Debbie D'Souza. KEY=MOAT.

Beigetreten Aralık 2022
1.4K Folgt947 Follower
Dan Nystedt
Dan Nystedt@dnystedt·
TSMC will be a big beneficiary of the Broadcom-Google-Anthropic deal as it manufactures the TPUs to be used to provide Anthropic with up to 5GW of computing power, media report, while longer term, TSMC is the main foundry partner for Broadcom, which inked a 5-year deal to keep developing new TPUs for Google through 2031. $TSM $AVGO $GOOGL #Anthropic #semiconductors money.udn.com/money/story/56…
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ALPHA BIG DOG
ALPHA BIG DOG@ALPHABIGDOG2·
@silva_kyra How come your titties didn’t lose any weight?? Asking for my cousin.
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りり_
りり_@silva_kyra·
この細さって許容範囲ですか…❓
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Nick Sortor
Nick Sortor@nicksortor·
🚨 BREAKING: A Haitian illegal MURDERED a gas station clerk in Florida by BLUDGEONING her to death with a HAMMER, @BillMelugin_ has learned This Haitian illegally crossed the border in 2022 and was granted TEMPORARY PROTECTED STATUS by Biden MAYORKAS SHOULD BE IN PRISON. Send all these Haitian invaders back NOW!
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Lilly
Lilly@Lillybelli·
Cat lovers 💋
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ALPHA BIG DOG
ALPHA BIG DOG@ALPHABIGDOG2·
@KamalaHarris Says the BORDER CZAR QUEEN who allowed in 3 VIOLENT GANGS & 12 MILLION illegals who RAPED & MURDERED HUNDREDS OF "INNOCENT YOUNG WOMEN"---YOU SHAMEFUL WORTHLESS FUCKS!!!!!
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Kamala Harris
Kamala Harris@KamalaHarris·
The President of the United States is threatening to commit war crimes and wipe out a "whole civilization" — all because he started a disastrous war of his own making and had no plan and no strategy for how to end it. This is abhorrent, and the American people do not support this. Trump's recklessness is needlessly putting our brave service members in harm's way, destroying America's global standing, and making life even more unaffordable for the American people. We must all stand against this and oppose funding this illegal war of choice.
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ALPHA BIG DOG
ALPHA BIG DOG@ALPHABIGDOG2·
@RepLuna And to have to pay 37% FED. TAXES is OBSCENE + another 6% STATE adds insult to injury. Look at the FRAUD, WASTE, & ABUSE of our money---ITS BEYOND OBSCENE.
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Rep. Anna Paulina Luna
I am sick of serving in Congress with immoral freaks who abuse their office and bring dishonor to the institution. Congress is rotted to the core and it needs a complete overhaul. The American people deserve better than this.
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Conflict Radar
Conflict Radar@Conflict_Radar·
BREAKING: Before Iran cut off direct diplomacy with the U.S., it told Pakistan it "was winning" and that it "retained 15,000 missiles and 45,000 drones in its arsenal". - WSJ
Conflict Radar tweet media
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ALPHA BIG DOG
ALPHA BIG DOG@ALPHABIGDOG2·
@franigenx And these same ASSHOLES said NOTHING when Traitor Biden allowed in 3 GANGS & 12 MILLION illegals who RAPED & MURDERED hundreds of YOUNG BEAUTIFUL INNOCENT WOMEN!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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Francine
Francine@franigenx·
Francine tweet media
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Mary 🕊️
Mary 🕊️@cutiieepie6·
Be honest... would you adopt her?
Mary 🕊️ tweet media
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ALPHA BIG DOG
ALPHA BIG DOG@ALPHABIGDOG2·
@RepSwalwell You won't get the necessary 66 votes needed DOOFUS. So stop posting this bullshit.
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Rep. Eric Swalwell
Rep. Eric Swalwell@RepSwalwell·
The President must be removed. If Congress is too cowardly to do it, his own Cabinet must.
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ALPHA BIG DOG
ALPHA BIG DOG@ALPHABIGDOG2·
@Tim_Walz THIS COMING FROM ONE OF THE BIGGEST FRAUDSTERS ON THE PLANET.
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Tim Walz
Tim Walz@Tim_Walz·
The President has lost his mind.
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ALPHA BIG DOG
ALPHA BIG DOG@ALPHABIGDOG2·
@RoKhanna HEY ASSHOLE KHANNA--WHY DIDN'T YOU INVOKE THE 25TH WHEN YOUR BUDDY BIDEN ALLOWED IN 3 GANGS & 12 MILLION FUCKING ILLEGALS THAT "RAPED & MURDERED" ALL THOSE INNOCENT YOUNG WOMEN BY THE HUNDREDS?????!!!!!!!!!!!!!!!!!!!!!!!
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Ro Khanna
Ro Khanna@RoKhanna·
We need to invoke the 25th Amendment and remove Trump. Threatening war crimes is a blatant violation of our constitution and the Geneva Conventions.
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ALPHA BIG DOG
ALPHA BIG DOG@ALPHABIGDOG2·
@shanaka86 What most folks don’t know is Tucker is still extremely BITTER from getting shitcanned from FOX. And the FACT that he has been relegated to a podcast just adds to his BITTER BULLSHIT.
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Shanaka Anslem Perera ⚡
JUST IN: Tucker Carlson told Pentagon officials and White House aides to refuse the president’s orders, resign if necessary, and figure out the codes on the nuclear football themselves. Trump dismissed him as low IQ. The White House clarified that nuclear weapons are not under consideration. And six hours later, JD Vance stood in Budapest and said the United States has largely accomplished its military objectives and the war will end very shortly. That sequence matters more than any individual quote. Every major outlet confirmed Carlson’s remarks verbatim. He called Trump’s Easter post a desecration of the holiday and the first step toward nuclear war. He positioned himself as the conscience of the America First movement. The podcast went viral. Meanwhile, the actual war continued producing results. The IDF struck one of the few remaining facilities producing chemical components for explosives and ballistic missiles in Shiraz. Over 130 Iranian air defence systems have been dismantled. Three petrochemical complexes responsible for 85 percent of Iran’s weapons-chemistry exports have been rendered inoperable. Kharg Island’s military targets were hit. Ten railway bridges used by the IRGC to move missiles were severed in a single day. Iran’s intelligence chief was killed. Transport aircraft and dozens of helicopters were destroyed. Tucker sees an out-of-control escalation. The operational picture suggests methodical degradation of a regime firing ballistic missiles at apartment buildings in Haifa, striking oil refineries in Kuwait, hitting desalination plants that provide drinking water to millions, and threatening to plunge the entire Gulf into darkness. Four members of one family died in a single Iranian strike on a Haifa residential building on Sunday. The IRGC struck Saudi petrochemical facilities the same week Tucker called the American response evil. Carlson’s isolationism is consistent. He renounced his Iraq War support in 2004 and has opposed every intervention since. That consistency earns respect. But consistency does not equal strategic clarity, and timing matters as much as principle. Trump set a deadline. Iran rejected a ceasefire. The military continued degrading verified weapons infrastructure. The diplomatic channel through Witkoff remained active, with Vance checking a live text from the special envoy mid-press conference. The administration is applying maximum kinetic pressure while keeping a negotiation door open. That is not insanity. That is coercive diplomacy. Credible threat plus visible off-ramp. The administration is running both. What Tucker’s intervention does, regardless of intent, is signal to Tehran that the American coalition is fracturing. Every day Tehran believes American resolve is weakening, it holds Hormuz closed another day. Every day Hormuz stays closed, the molecule crisis deepens, fertiliser shortages lock in yield losses across South Asia, and the gap between what markets price and what the chemistry dictates grows wider. Tucker opened a political front in a three-front war. The physical front in the Gulf continues to advance. The molecular front in the global supply chain continues to tighten. The question is whether the political front he opened gives Tehran enough hope to outlast the pressure that is otherwise working. open.substack.com/pub/shanakaans…
Shanaka Anslem Perera ⚡ tweet media
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ALPHA BIG DOG
ALPHA BIG DOG@ALPHABIGDOG2·
@mcafeenew I don't mind telling you that I HATE TED LIEU. HE'S BEEN AN ASSHOLE FOR YEARS.
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John McAfee 🇺🇸 News
🚨BOMBSHELL ETHICS EXPLOSION — SENATOR TOM COTTON JUST FILED TO KICK TED LIEU OFF THE EPSTEIN FILES PANEL FOR HIS NON-STOP SHAMELESS, DEFAMATORY SMEARS AGAINST PRESIDENT TRUMP! 🔗 t.me/+1SEqScVBB19iN… Lieu has been obsessed, bringing up the same 30-year-old, debunked campaign lies every single day like a broken record while the real Epstein files sit there waiting to be exposed. “Senator Lieu has accused the President of sexual misconduct every single day in that committee,” Cotton blasted. It’s shameless, defamatory, and it needs to stop!”These are proven false allegations dragged out right before the 2020 election — and Lieu keeps repeating them like the partisan hack he is. The Senate Ethics Committee is hearing testimony this week. The swamp is about to get cleaned! This is what happens when real Republicans finally fight back against the endless Democrat lies. SHARE THIS BEFORE THE MEDIA TRIES TO PROTECT THEIR FAVORITE LYING DEMOCRAT AND BURY THE MOTION! Follow @mcafeenew for more drops.
John McAfee 🇺🇸 News tweet media
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ALPHA BIG DOG
ALPHA BIG DOG@ALPHABIGDOG2·
@RepJeffries You mean kinda like your HATRED FOR ICE & wanting to DEFUND it so the AMERICAN CITIZENS will have NO SAFETY AS THEY POUR OVER THE BORDER???? YOU MEAN KINDA LIKE THAT ASSHOLE?????
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Hakeem Jeffries
Hakeem Jeffries@RepJeffries·
Congress must immediately end this reckless war of choice in Iran before Donald Trump plunges us into World War III. It’s time for every single Republican to put patriotic duty over party and stop the madness. Enough.
Hakeem Jeffries tweet media
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ALPHA BIG DOG
ALPHA BIG DOG@ALPHABIGDOG2·
@FalconUpdatesHQ If you had your so called "Secret Weapon" you would have used it long ago before your entire country goes up in flames. Lay off the Bullshit for a bit.
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FalconUpdatesHQ
FalconUpdatesHQ@FalconUpdatesHQ·
BREAKING 🚨 🇺🇸 🇮🇱 🇮🇷 “The use of a new, secret weapon will begin soon and it will bring an end to the enemy’s operations.” ~ Iranian Major General Abdollahi
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ALPHA BIG DOG
ALPHA BIG DOG@ALPHABIGDOG2·
@DeItaone They won't get 66 votes in the Senate. Won't happen.
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
Will the 25th Amendment be used during Trump's Presidency? *The 25th Amendment to the U.S. Constitution, ratified in 1967, establishes clear procedures for presidential succession and for temporarily transferring power to the Vice President when the President is unable to discharge the duties of the office, either voluntarily (Section 3) or involuntarily via the Vice President and Cabinet (Section 4). kalshi.com/markets/kxamen…
*Walter Bloomberg tweet media
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ALPHA BIG DOG
ALPHA BIG DOG@ALPHABIGDOG2·
@shanaka86 As I said earlier this actually didn't have to happen. It really didn't. All this incredible DEATH & TOTAL DESTRUCTION over hiding their NUKES. WAS IT WORTH IT???????
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Shanaka Anslem Perera ⚡
Prime Minister Netanyahu just posted a video confirming that yesterday Israel destroyed transport planes and dozens of helicopters, and today it attacked the train tracks and bridges used by the Revolutionary Guards. Read that alongside the Kharg Island strikes, the Mehrabad Airport hits, and the highway overpasses severed across six provinces, and the pattern becomes unmistakable. In the span of 48 hours, every mode of transport inside Iran has been systematically eliminated. Air assets destroyed. Railway bridges collapsed. Highway overpasses severed. The primary oil export terminal struck. The last time a major nation had all four transport modes neutralised in a single campaign was the Allied strategic bombing of the Reichsbahn in 1944. That took months of sustained operations across occupied Europe. This took days. The investment implication is not about the war. It is about what reconstruction looks like when the nation that needs rebuilding has been physically disconnected from the ability to move anything. A brazed aluminium heat exchanger weighs over 1,300 tonnes. It must travel from a port to an inland industrial site. The railway bridges that would carry it are destroyed. A catalyst charge for a hydrocracker must be transported from a manufacturer to a reactor complex. The highway overpasses that would route it are collapsed. An engineering team must fly to a damaged facility to assess the damage. The transport aircraft that would carry them are destroyed and the airport logistics hubs have been struck. Crude oil must flow from wellhead to cracker to restart production. The export terminal at Kharg has been hit and the internal pipeline network depends on pump stations powered by electricity from a grid that may be destroyed within hours. The reconstruction timeline does not begin at ceasefire. It begins at the restoration of the transport network that would carry the reconstruction equipment to the sites that need rebuilding. The timeline has a timeline. And that second timeline, the logistics restoration prerequisite, has not even been discussed by any analyst modelling the duration of the petrochemical deficit. This is what separates the 2026 molecule crisis from every prior energy disruption. In 1973, the embargo removed supply but left infrastructure intact. Reopening was a policy decision. In 1990, Kuwait’s oil wells were set ablaze but the transport network survived. Firefighters arrived by road. In 2026, the production capacity, the export terminal, the steel mills, the transport aircraft, the railways, the highways, and potentially the electrical grid have all been eliminated in the same campaign. Reconstruction requires rebuilding multiple interdependent systems simultaneously, each of which depends on the others being functional first. You cannot deliver a heat exchanger without a railway. You cannot rebuild a railway without steel. You cannot produce steel without electricity. You cannot generate electricity if the power plants are struck tonight. Each system’s restoration is prerequisite to the next, and the sequence has no shortcut. Iran threatened this morning to have its Houthi allies close the Bab al-Mandeb Strait if the situation escalates further. If that threat materialises, 25 to 30 percent of global energy trade would be simultaneously blocked across two chokepoints, driving oil toward $150 per barrel according to JPMorgan and Wood Mackenzie scenario modelling. The insurance market that the Dallas Fed identified as the primary mechanism of the Hormuz closure would replicate instantly at the second strait. The market is pricing hours until a deadline. The chemistry is pricing years until reconstruction. The transport network that would carry the reconstruction no longer exists. open.substack.com/pub/shanakaans…
Shanaka Anslem Perera ⚡ tweet media
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ALPHA BIG DOG
ALPHA BIG DOG@ALPHABIGDOG2·
@jukan05 You have to go where there is "capacity" Jukan.
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Jukan
Jukan@jukan05·
What the hell is even going on here?
Intel@intel

Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology. Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab’s aim to produce 1 TW/year of compute to power future advances in AI and robotics. It was fun hosting @elonmusk at Intel this past weekend!

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