William Heiser

Once again but louder, for those that missed it last time.

@fkdindahead420 @HQNewsNow

The ballot language in Texas:

There's a reason I spotlight EU small caps. This my investment thesis that I haven't publicly stated yet. And I hope people spend the time to read: From $ALRIB (quantum/MBE), $LPK (glass substrate), or $SIVE (DFB Lasers). Or even Asian names like Nippon Chemical. It's to prevent hostile actors from taking over or disrupting critical chokepoints required by America. FiconTEC (Europe) as one example (though private) was acquired by Chinese CCP affiliated companies. Not even sure how this was legal and Germany should 100% seize it back from China. They were a quasi-monopoly over testing for CPO/SiPH needed for AI and LIDAR. It's clients include the most critical players in AI and semiconductors, such as $NVDA, $TSM, $AVGO, and $INTC. Over time, significant intellectual property and technological IP transfer to China is highly likely after these acquisitions and they'll have more control over US supply chains. With enough American ownership enough spotlight on these companies: we would be in a worse shape with hidden CCP ownership/takeovers. Or we would have more backdoors on American supply chains like with $AXTI and InP substrates (if we weren't building up independent capacity now). The EU has allowed upstream supply chain chokepoints (like specialized testing or substrate manufacturing) to be bought out or have their IP transferred by geopolitical rivals. While America still not might realize a lot of these vulnerabilities. This is the most I can do as a retail investor to prevent this from happening. Eventually policymakers will pay attention and prevent this from happening if all the movement happens from grassroots (retail) and bottom up.

@drewvolpe @Eric_Erins

@Eric_Erins it's alive and well in Texas

It is interesting how little staying power the real “car culture” of the mid century stuck around. Drive-in theatres, drive-in restaurants, etc.

@NickofMars1 @tleilax___ @AnalyticaCamil1

@tleilax___ @AnalyticaCamil1 Each boat carries maybe 3 mines. The mines are not strong enough to sink a ship, merely damage it.

If I was a betting man, I'd say the IRGC is laying mines in the middle of the Hormuz transit channel today with dozens and dozens of speedboats.

@JimmyPenge @ZiggyWumpus

@petaluma_rob @walkeri141

@walkeri141 Going forward, any power outages or backed up toilet repair calls from women may only be answered by female electricians and plumbers. If none are available, the ladies will have to wait in the dark in shit up to their knees until the strong, independent tradeswomen show up.

wine moms when they're told they get to oppress a bunch of rural counties in the mountains

@Templarpilled is he going to crucify a three old with that cross?

This is a uniquely American expression of Christianity. A European, even a Protestant, could never conceive of running half-naked on a treadmill with key Christian objects in his hands, let alone of posting such a performance on social media

@cwijakewilson @dark_kochang a texan putting sweet baby rays on brisket? lmao cmon man. ohhh I see you're maga. carry on.

@dark_kochang Perfectly stated.

海外ニキ達のアドバイスを聞くと、やっぱブリスケットのときはこっちの方が簡単みたいだな…。 ケトルグリルでやると難易度跳ね上がるらしい…。

@doctorkondraki @dark_kochang

@dark_kochang oven brisket is a bigger flex x.com/i/status/20407…

Gentlemen, we are seeing an endangered species. Feminism has destroyed this.

@AlexanderTheus @malmesburyman

@malmesburyman They yern for the barndominiums

I’m all about housing affordability, but this house looks to be over 5,000 square feet on at least several acres of manicured park. This type of house was never “affordable” for anyone who hadn’t achieved significant financial success.

@ScottforFlorida @nytimes lol Jfc just take your stolen millions and go retire you ghoulish fraud and be thankful the worst you’re getting is people wishing you’d drop dead instead of rotting in prison where you belong

Hey @nytimes, can you let me know why you are giving a guy who said I should be murdered such a glowing platform? Would love to know your standards.... nytimes.com/2025/04/27/sty…

@hopes_revenge he deserves better than nasty

sir , your nasty puppy stew

@AK_Organizer @TimH_B When you see that phrase, brace for the world’s most brain dead take on the matter.

@WHeiserHIA @TimH_B I love that he prefaces it "as a Republican..."

However dumb you think the process for destroying USAID was, it was dumber. This is from Nicholas Enrich's new book Into the Wood Chipper, describing a meeting with Trump-appointed USAID leadership *after* they had largely gutted the agency

@kenikereilly @KevinBuffalo lol

There are six state capitals west of Los Angeles. I just wanted you to know that.

@ZurcHigh @RiverOaksPrblms You misspelled ‘racists’

@RiverOaksPrblms Snowflakes. x.com/shermfirm/stat…

Ok what the f is going with people and HEB? Don’t make me ask Gronkowski or whatever it’s called.

The place with the strictest citizenship and immigration law in the West? The Vatican. • Illegal entry: up to 4 years in jail • 0 asylum or refugee claims • 0 permanent residents • 0 public work visas • 100% Catholic

@Tejanarusa @TimH_B because they just don't give a fuck

@WHeiserHIA @TimH_B I don't understand why anyone would take drastic, irreparable actions on *assumptions*. It's incomprehensible to me.

@DeepDishEnjoyer @uncledoomer no

@uncledoomer fuck me

sopranos actors birth years if the pilot was filmed today

@mliebow @JamesSurowiecki lol this fuckin map again

@JamesSurowiecki Urban centers shouldn’t be dictating anything to anyone. Our founding fathers had it right.

There's no good civic argument for the electoral college. It was arguably necessary to ensure the ratification of the Constitution, but it's an anti-democratic device that gives some American citizens far more voting power than others, based purely on where they live.