bmovers

This might be the most unhinged AI video I've ever seen.

@grok @theparthrastogi Come on

@grok @theparthrastogi answer when it is available ok. Don't make me keep asking

Total Net Worth needed to be in Top 1% : 🇵🇰 Pakistan - $120k 🇮🇳 India - $200k 🇦🇪 UAE - $1.6M 🇯🇵 Japan - $1.8M 🇫🇷 France - $2.5M 🇩🇪 Germany - $2.7M 🇨🇦 Canada - $3.2M 🇬🇧 UK - $3.5M 🇦🇺 Australia - $4.5M 🇨🇭 Switzerland - $6.5M 🇺🇸 USA - 13...

Do this movement 200 times a day, the changes in one month will surprise you.

This could be the most productive Sunday of your life. The NASDAQ has been up seven days in a row, it will open deep in the red on Monday. Make a list of the stocks that have risen the most. Pick the top 10 and make that your buy list. The next time the market is down, you buy exactly those stocks. You don’t improvise. You don’t come up with new names or new ideas. These are the only stocks you buy. To crowdsource this take, comment below with your favorite stock and how much it’s up over the last 7 days-ideally include a chart. If it’s not up at least 10%, don’t waste our time. I’ll go first: $AMZN

Breaking: Claude just bought two new stocks bc of the March CPI print Last week we gave Claude agents $50,000 to see how well they do at picking in stocks So far, they've already outperformed the SPY Today, they just bought two new stocks: 🟢 1. "BUY $NOW ServiceNow — New Position at 8% ServiceNow is the portfolio's first direct entry into enterprise workflow SaaS, and we're initiating because the market just handed us a gift wrapped in a category error. On April 8, Anthropic launched Claude Managed Agents, a cloud-hosted AI agent platform for enterprise. The market read this as "AI will replace SaaS" and sold NOW down 7.56% to $89.53, a 52-week low. Down 58% from its high of $211. What the selloff missed: ServiceNow is an Anthropic design partner. Claude is the default model powering the ServiceNow Build Agent platform. This company is not a victim of the AI agent buildout. It is infrastructure for it. The valuation: 24x forward P/E against a 5-year average of 50 to 55x. That's a 50%+ discount to its own history. Still guiding roughly 20% subscription growth, 32% operating margins, 36% FCF margins. This is a strong business at an irrationally cheap multiple. Street consensus PT: $185, which is +107% from our entry. The risk that matters: Q1 guide cut to below 19% subscription growth would break the thesis and push the stock to $75-80. At 8% weight, that full bear outcome costs roughly 1.6% of portfolio. The base case delivers +2.4%. Today's CPI makes this entry even better. Core came in cool at +0.2% MoM and +2.6% YoY, below consensus. That's a direct tailwind for long-duration SaaS multiples. Rate cut odds improve on this core read." 🟢 "2. BUY $ICE Intercontinental Exchange — New Position at 7% ICE is the NYSE parent, the largest energy futures exchange, plus mortgage tech and fixed income data. About 55% of revenue is recurring subscriptions. March 2026 set the all-time monthly volume record: 428.9M contracts, +88% average daily volume. Oil futures up 85%. Rates futures up 140%. The Iran/Hormuz crisis is printing money for ICE's transaction business. Here's what makes ICE special in this portfolio: it wins in BOTH macro scenarios. Hormuz stays impaired? Energy vol stays elevated, transaction fees keep printing. Hormuz reopens cleanly? Fed gets room to cut, rate futures volume surges, mortgage tech recovers on the refi wave. There is no macro scenario where ICE loses. Valuation: 22.98x forward vs peer CME Group at 25.41x. Similar business, more diversification (mortgage tech, data), yet trades at a discount. UBS raised their Q1 EPS estimate to $2.26 versus street consensus of $2.00. That's a 13% beat baked into one analyst's model. Apr 30 Q1 earnings is the catalyst. The risk: $20.3B debt from the Black Knight acquisition. If rates stay higher for longer, the interest burden bites. And a clean Hormuz reopen would normalize energy volumes back to baseline. The record March was crisis-driven, not structural. Today's CPI is perfect for ICE. Gasoline +21.2% MoM (largest since 1967) plus a split headline/core narrative = maximum confusion in the rates market = maximum trading volume. ICE gets paid on the vol, not the direction." 🔴 "3. SELL $APO Apollo Global — Full Exit Apollo entered the portfolio as a high-quality alternative asset manager at a reasonable valuation. The thesis broke when a securities class action arrived and escalated fast. The case is Feldman v. Apollo, filed in SDNY. CEO Marc Rowan is directly named in Epstein discovery documents. This is categorically different from the 2020 Leon Black matter, which Apollo survived by installing new leadership. Here, Rowan IS the leadership. May 1 is the lead plaintiff deadline, and the recruitment phase is peaking. As of yesterday, 10+ law firms are actively soliciting plaintiffs. Goldman cut PT $169 to $134 on Apr 7. Piper Sandler cut $165 to $146. Barclays cut $131 to $125. Three bulge bracket cuts in 48 hours. Stanford/Cornerstone settlement math: 3-8% of the $12B February decline = $360M to $960M settlement range. Claude deep research estimates roughly 55% probability this tail is real and currently unpriced in consensus EPS. Three-week expected value runs negative 4% to negative 15%, skewed to the downside." 🔴 "4. SELL $GD General Dynamics — Full Exit General Dynamics was a defense prime with a $118B backlog, Columbia-class submarines, and the G800 ramp. The thesis was defense spending supercycle plus best-in-class execution. Three broker downgrades in one week. Deutsche Bank cut to Hold on Apr 7. Jefferies cut to Hold at $380 the same week. Citi had already cut to Neutral at $380 on Apr 2. All three cite the identical thesis: Q1 consensus revenue growth of +4% is roughly 300 basis points too high. Then the insiders. CEO Novakovic plus two EVPs sold $18.1M of stock on March 11, six weeks before the Apr 22 earnings print. When three analysts say the quarter will miss and the C-suite is dumping shares, you listen. BNP Paribas raised their PT to $430 on the same day Deutsche downgraded. The bull case exists. But it requires a fifth consecutive earnings beat that three of the most active defense desks now explicitly model as a miss. Expected 12M return: +4.3% probability-weighted. Below our portfolio hurdle. Firm score 82, the weakest tier among our holdings. The structural defense story (NATO 5% GDP, Columbia subs, Gulf stream backlog) is not dead. It's just 2-3 quarters away from showing in the numbers. We can re-enter at a better price after the Apr 22 print if the thesis repairs." New updated portfolio: $VST | 10.3% $TMO | 8.9% $LLY | 8.1% $NOW | 7.6% $AVGO | 7.3% $CI | 7.1% $GLD | 7.1% $ICE | 6.8% $HALO | 6.2% $BAH | 6.0% $OKTA | 5.7% $DVN | 5.6% $MA | 4.9% $AU | 4.4% $MSFT | 4.1% Performance since inception: Claude: +2.68% SPY: -0.25% As a reminder, this is a public long term project to see how well Claude does We have 0 idea nor 0 expectation on how this will do, but we'll be sharing all updates here publicly and consistently no matter how good or bad Claude does See following tweet for information on how to invest alongside

Chuck Norris takes over politics

Ten squats every 45 minutes = 10,000 steps. A study from the University of Texas found that doing just 10 squats every hour can actually control blood sugar better than going for a full 30-minute walk. When you sit all day, your blood sugar spikes, your circulation slows, and your biggest muscles - your legs and glutes - basically switch off. But 10 squats wakes everything up instantly. Your leg muscles pull glucose out of your bloodstream, your circulation improves, and your metabolism switches back on. That’s why these micro-bursts of movement deliver such powerful benefits. In fact, research shows that ten squats every 45 minutes can give you similar cardiometabolic benefits to hitting 10,000 steps per day. This strengthens your heart, keeps your joints moving, and prevents the dangerous blood sugar spikes that lead to insulin resistance. So even if you don’t have time for long walks or full workouts, stand up… Do 10 squats every 45 minutes and watch what happens to your energy, strength, and metabolic health.

It’s an impossible mission for me to believe she played the Mission: Impossible theme like that on guitar!

@ricwe123 This happened in 2024. It was a shrine. Peter's burial site is in Vatican City

In the village of Shama in southern Lebanon, the IDF has reduced the mausoleum of Simon Peter,an apostle of Christ, to ruins. Two thousand years of history, wiped away in a single moment......

@MakeMAGAGreat @dbongino Grapes 🍇

Tom Massie is a liar, a grifter and a fraud. Thanks, and have a good morning.

Christopher Nolan’s 30 favourite films of all time: 1) 2001: A Space Odyssey (1968, Kubrick) 2) 12 Angry Men (1957, Lumet) 3) Alien (1979, Scott) 4) All Quiet on the Western Front (1930, Milestone) 5) Bad Timing (1980, Roeg) 6) The Battle of Algiers (1966, Pontecorvo) 7) Blade Runner (1982, Scott) 8) Close Encounters of the Third Kind (1978, Spielberg) 9) First Man (2018, Chazelle) 10) For All Mankind (1989, Reinert) 11) Foreign Correspondent (1940, Hitchcock) 12) Greed (1924, Stroheim) 13) The Hit (1984, Frears) 14) Koyaanisqatsi (1983, Reggio) 15) Lawrence of Arabia (1962, Lean) 16) Merry Christmas Mr. Lawrence (1983, Oshima) 17) Metropolis (1927, Lang) 18) Mr. Arkadin – (1955, Welles) 19) The Right Stuff (1983, Kaufman) 20) Saving Private Ryan (1988, Spielberg) 21) The Spy Who Loved Me (1977,Gilbert) 22) Ryan’s Daughter (1970, Lean) 23) Star Wars (1977, Lucas) 24) Street of Crocodiles (1986, The Brothers Quay) 25) Sunrise (1927, Murnau) 26) Superman: The Movie (1978, Donner) 27) The Testament of Dr. Mabuse (1933, Lang) 28) The Thin Red Line (Malick, 1988) 29) Topkapi (1964, Dassin) 30) The Tree of Life (2011, Malick) ("Christopher Nolan’s 30 favourite movies of all time", Jack Whatley, Far out Magazine, 2024)

I walked into Cabela’s tonight for the first time in 5 years. I notice the sign also says Bass Pro. Huh. Whatever. I walk in and they say “welcome to outdoor world!” Uh, ok. Three names? Wasn’t the merger a decade ago? There are more employees than customers. Total crickets. 77,000 empty square feet. The dude at the entry gives me the hard sell to join their rewards program, while the outside air is still on my neck. I’m just here for a knife dude. I won’t be back for another 5 years. I wrangle from his grasp. As we go to leave they push me to join their rewards program yet again. What a trainwreck. This is what poor management looks like.

1. Most of the people who rent these tables are doing it for yard sales. Second most common reason is for birthday parties. 2. We've only had one customer return the tables later than expected. She rented several for a bachelorette party, and ended up losing her thumb riding a mechanical bull. Gnarly. She kept in contact with us during the 2 or 3 weeks it took for her to bring them back. Her friend eventually returned them. We didn't charge her extra and were much more worried about her than the tables. 3. 90% of people pick it up from our porch and drop if off. Occasionally we'll do drop off and pick up. We'll usually charge $10 extra for that. We've never had tables stolen by customers or off our porch. We had some returned when we were out of town and when we returned two weeks later, they were still there. 4. The rentals are overwhelmingly for the weekend. What this means is that a lot of people hold onto them for a week. We don't need them back Monday morning, so if they drop them off on Wednesday, that's great. 5. There's no paperwork, this is a low-stakes, high-trust arrangement. 6. Most people rent multiple. More people rent 4 than 1. If you only need one table, than you'll buy one or make do without it. I also wouldn't want to do this for $15/interaction. When the average ticket if $40-60, that makes it more worthwhile. 6. We wipe the tables off but we've never had one returned dirty. Some come back dusty from the yard sales but that's it. 7. There's better ways to make money. I run my own company, so I understand the basics of business. However, I still think this is one of the easiest. You could scale with chairs and set-up and take-down or adding other options, but I'm not interested in that. The money pays for date night and we've met great people which is nice. That's all we want to get out of it. If you like learning about business, follow me as I'll continue to share the highs and lows and journey of building my asphalt company.

Saylor Academy is now Saylor University. The Florida Department of Education has granted @saylordotorg university status—marking a major milestone in our mission to provide free, world-class higher education for all.

@realpeteyb123 That makes no sense if they sold above 100K and now are jealous. Still plenty of time to buy back at a lower price if they truly are jealous

A lot of the tech bros who used to love Bitcoin are suddenly sour on it. Many of them unloaded a big chunk once it pushed past $100K. Now they’re watching Michael Saylor keep accumulating and even finding new ways to raise capital to buy more, especially through STRC. Things they didn’t think of. That drives them crazy. They seethe and or jealous. That’s a tough position to be in. They believed in it, sold early, and now the guy who never flinched just keeps stacking. Not them, him. So some of that “Bitcoin criticism” you’re seeing lately isn’t really about the asset, it’s just personal. 🚀

BREAKING: Trump just invited China to send warships to protect the waterway China is using to replace the dollar. Read his Truth Social post carefully. It is the most strategically loaded sentence of the war. “Hopefully China, France, Japan, South Korea, the UK, and others, that are affected by this artificial constraint, will send Ships to the area so that the Hormuz Strait will no longer be a threat by a Nation that has been totally decapitated.” The invitation is a trap. Every possible Chinese response damages China. If Beijing sends warships, it legitimises an American-led coalition, subordinates Chinese naval power to US command architecture, and abandons its diplomatic neutrality with Iran, the country currently offering China yuan-only passage through the Strait that everyone else is locked out of. China loses its shadow fleet advantage, its discounted Iranian crude, and its CIPS leverage in a single deployment. If Beijing refuses, it confirms what Washington wants the world to see: that China is willing to let the global economy burn rather than contribute to the security of the waterway that carries 45% of its own crude imports. Every nation paying $96 a barrel while China pays less through yuan-settled shadow fleet deliveries will note who showed up and who did not. The free-rider narrative writes itself, and America writes the next chapter of dollar dominance with it. Trump named six countries. Five are allies or partners: Japan is signing Golden Dome in five days, France operates from Djibouti, the UK from Bahrain, South Korea has direct Hormuz energy exposure. Their participation is expected. China’s participation is the question, and the question is the weapon. While 16 million barrels of Iranian crude have transited to China since 28 February through shadow tankers settling in yuan, while CIPS processed $24.5 trillion in 2025 at 43% growth, while Iran offered to reopen the Strait exclusively for yuan cargo, Trump posted a sentence that forces China to choose between its shadow economy and its public legitimacy. The post also contains an admission that no briefing has delivered. “We have already destroyed 100% of Iran’s Military capability, but it’s easy for them to send a drone or two, drop a mine, or deliver a close range missile somewhere along, or in, this Waterway, no matter how badly defeated they are.” The President of the United States just acknowledged that total military victory does not equal total waterway security. Iran’s military is destroyed. The coastline is not. A defeated nation with a 33-kilometre shoreline, $500 mines, and $20,000 drones can deny passage through the world’s most important chokepoint indefinitely because the weapons of denial are cheaper than the weapons of dominance. “In the meantime, the United States will be bombing the hell out of the shoreline.” Bomb the coast. Shoot the boats. And hope that six nations send warships to escort tankers that have no insurance, no P&I coverage, and no private-sector willingness to transit a waterway the President himself admits a defeated nation can still threaten. The coalition call is not about Iran. Iran’s military is destroyed. The coalition call is about the world that emerges after Iran. If America escorts the tankers alone, the Strait reopens under American control and dollar pricing survives. If a coalition escorts them, the Strait reopens under international consensus and the yuan-for-Hormuz proposal dies. If nobody escorts them, the Strait stays closed and China’s shadow fleet is the only commerce moving through it. Trump is not asking for help. He is asking every nation to declare which monetary system they want the Strait to operate under when the war ends. The warships are the ballot. The Strait is the polling station. And the currency is the vote. Full analysis in the link! open.substack.com/pub/shanakaans…

i used to own $IREN i still do but i used to too