Sid

Thanks for your critique, Janet. We actually tried a couple of episodes where House (Hugh Laurie) (please put the brackets in the right place) gets it right first time, but they were only 6 minutes long. NBC weren’t happy. Then we tried some where House never gets it right and the patient dies. The audience wasn’t happy. One could apply your trenchant analysis to other art forms: JS Bach wrote 30 Goldberg variations on the same chord structure; Frida Kahlo painted 50 portraits of herself; Henry Moore, what?? The point is, or was, variations on a theme; if all you see is hospital, medical blah blah, then it wasn’t meant for you. Nonetheless, I look forward to your first novel!

US, MEXICO, CANADA TO MISS JULY USMCA DATE, RAMPING UP TRADE TENSION

I spoke with a member of the technical staff at Anthropic yesterday who is about to make $17 million. He's been there less than 2.5 years and is blown away by his equity value. His biggest worry now is tax strategy. His CPA told him to "max out his 401(k) and consider a donor-advised fund." While that's a great starting point, here's what makes even more sense: He's acquiring a 48 unit apartment complex in Phoenix for $14.5 million. We're running a cost segregation study to reclassify approximately 30% of the depreciable basis into 5, 7, and 15 year property. Here's the math: • $14.5M purchase price • ~$12.3M depreciable basis (excluding land) • ~$3.7M reclassified to short-life assets via cost seg • 100% bonus depreciation under OBBBA = $3.7M accelerated to Year 1 Plus standard Year 1 depreciation on the remaining basis adds another ~$315K. Total Year 1 deduction: approximately 4M. His wife is qualifying as a real estate professional 750+ hours, more time than any other activity. The loss is no longer passive. It offsets ordinary income. At a 37% federal bracket plus 13.3% California, that's a combined rate just over 50%. $4M × 50% = 2M+ in tax savings. Year 1. Layer in operating expenses, loan interest, and startup costs on the property, the total offset against his Anthropic income crosses $3 million. Not deferred. Not spread over 27.5 years. Meanwhile, the property cash flows. He's converted concentrated tech stock into a real asset producing monthly income. And he's done it all before he files the return on his equity windfall. This is what real tax planning looks like for tech liquidity. If you're an engineer, exec, or early employee sitting on a meaningful equity position and your CPA hasn't mentioned cost segregation, bonus depreciation, or REPS qualification, you're probably leaving seven figures on the table.

Stop deadlifting You are wasting your effort

As I've said for many years, Beijing has an ACE up its sleeve. It controls THE CRITICAL MATERIALS SPACE.

Blackstone and Google forming a joint venture to provide data center capacity and Google TPU compute at scale Customers who want access to latest TPUs will now be able to access it beyond just Google Cloud Blackstone making initial commitment of $5 billion of equity with goal of bringing the first 500 MW of capacity online in 2027

Thanks to President Trump’s $1.5 trillion defense budget, this War Department has moved from bureaucracy to business. This is a FISCALLY RESPONSIBLE INVESTMENT in our Arsenal of Freedom—ensuring our military remains the most lethal fighting force in the world.

Watch $MARA volume today 👀 Already 3 million shares traded in the first 5 mins of market open Note: There are 104.7 million shares sold short that would normally take 3.09 days to cover We are all hoping the short sellers can get out safely, but they probably need to hurry