Michael Inskip

SpaceX's IPO is less than a month away. The largest IPO in history. Here are 7 publicly traded companies with confirmed SpaceX contracts:

Demain, SpaceX fera son entrée en bourse à une valorisation ridicule de 1.75 Trillion de $ et ce sera bien évidemment la plus grosse IPO jamais faite. Et au lieu d'acheter SpaceX, je me suis intéressé à sa supply chain avec notamment 4 fournisseurs que je vous présente 👇🧵

Notice how everyone else has wine besides Trump! He doesn't drink or do drugs and never has. This may sound silly, but that really does give you a major advantage. I know because I don't either and have experienced the almost superhuman clarity of mind that comes from it!

Porter Martone's year at Michigan State came with intention in the weight room. He gained 12 pounds, lost 3 percent body fat and became NHL ready. I caught up with Will Morlock about how it happened and why it's an ideal case study for other CHLers. shapshotshockey.com/p/how-michigan…

25 BORING HUSBAND HABITS THAT WILL MAKE YOUR WIFE SEE YOU DIFFERENTLY BY JULY: 1. Put your phone face down when she walks into the room. Every single time. (Save this before disappearing).

My BIGGEST Bass EVER!!!💥 #shorts #fishing #newshorts youtube.com/shorts/ZuWaPnc… via @YouTube

National Post nationalpost.com/opinion/canada… via @nationalpost

Max at his home away from home; @quartierhockey

@elonmusk @boringcompany Can you help the Canadian Government who is planning to spend up to 90B (75B USD) to build a high speed train from Toronto to Quebec City?

The @BoringCompany could build a Hyperloop tunnel from downtown SF to downtown LA for <5% of this cost and it would be a technological marvel exceeding any high speed rail on Earth

Some exciting photonics technology for AI, Quantum, Space and Defence applications. monsterphotonics.com

Big smallies released 🐟🏈 #fishing #bigcatfeverrods #icefishing #fish #fi... youtube.com/shorts/DeWSu0t… via @YouTube

PIERRE CRUSHED IT ON JOE ROGAN: -He defended Canada against 51st state comments -He was very charming -He REFUSED TO CRITICIZE CARNEY on foreign soil -He rightfully so, defended that Castro is not Trudeau’s father -He respectfully & tactfully didn’t fall into conspiracy theory traps -He did a beautiful job explaining his role as the Opposition & how keeping the government to account is the most loyal thing one can do Joe Rogan showed a great deal of respect for him, his intelligence & they both laughed hysterically when Joe asked him “How did you lose?!” People don’t realize, that as much as Joe Rogan is painted as “far right”, he’s logical and I consider him well balanced. There’s a reason why he has the biggest podcast in the world. Pierre did an incredible job.

Fighting for 🇨🇦 jobs and tariff-free trade with our American friends on the world’s biggest podcast. Thank you @joerogan for an amazing show. Full episode: youtu.be/JtbGgSwuE_U?si…

BREAKING 🚨 President Trump stuns the World by announcing a $300 Billion dollar deal. For the first time in 50 years, we are opening a US Oil refinery IT WILL BE IN BROWNSVILLE TEXAS THIS IS HUGE 🔥

🚨America Just Changed the Economics of War… With Light For years Iran built a strategy around one brutal equation. Launch thousands of cheap drones. Force the defender to burn through million-dollar interceptors. Bleed the defense dry. It was simple math. A Shahed drone costs roughly $30,000. Stopping it with traditional missile defenses can cost hundreds of thousands… sometimes over a million dollars per intercept. Repeat that attack a thousand times and suddenly the defender is spending billions just to stay alive. Iran understood this. They designed an entire doctrine around it. Flood the sky with cheap weapons. Overwhelm air defenses. Make defense more expensive than offense. But something just changed. The United States Navy has now deployed HELIOS, a directed-energy weapon mounted on an American destroyer operating near Iran. HELIOS is not a missile. It is a laser. And it runs on something every warship already produces… Electricity. No missile to reload. No magazine to empty. No resupply ship needed. As long as the ship’s generators are producing power, the weapon keeps firing. That means the cost of stopping a drone is no longer measured in missiles. It is measured in electricity. In practical terms… Destroying a $30,000 drone can now cost less than the power bill of a large apartment building. That single change breaks the entire economic foundation of drone saturation warfare. For years Iran invested in the strategy that made Shahed drones valuable. Cheap. Numerous. Disposable. But if directed-energy weapons like HELIOS can burn drones out of the sky at near-zero cost… The math flips. Suddenly the attacker is spending money… while the defender spends almost nothing. CENTCOM has already released footage showing HELIOS mounted on a U.S. Navy destroyer in waters near Iran. Earlier tests confirmed the system successfully destroyed multiple drones during live trials. Now the system is deployed where hundreds of Iranian drones and missiles have been passing through the same airspace. This is not a laboratory experiment anymore. This is a real battlefield. And the world is about to find out whether the future of missile defense is not another interceptor… But a beam of light. Because when America decides to change the physics of war… It usually succeeds. #SilentMajoritySpeaks #AStoneGroove

Blues superfan inducted into St. Louis Sports Hall of Fame fox2now.com/sports/st-loui…

The AI boom just hit a wall nobody saw coming. And it's not software. It's not regulation. It's not even energy... It's memory chips. Right now, Dell is raising PC prices by 30%. Intel can't ship chips. Nvidia is slashing GPU production by 40%. And almost nobody understands why. Here's the "hidden" crisis the AI industry is trying to hide: AI data centers are hoarding memory. Not GPUs. Not processors. MEMORY. Every AI server needs massive amounts of high-bandwidth memory (HBM) to run those models everyone's hyping. One problem: There are only 3 companies in the world that can make it. Samsung. SK Hynix. Micron. That's it. And all 3 just diverted their entire production capacity away from normal RAM to feed AI data centers. The math that breaks everything: 1 gigabyte of HBM takes 4X the manufacturing capacity of regular DRAM. AI will consume 20% of global DRAM production in 2026. But the thing is, consumer demand for RAM didn't disappear. PCs still need memory. Phones still need memory. Cars still need memory. But there's no capacity left to make it. The price explosion: RAM prices are up 246% in the last 6 months. DDR5 contract prices jumped 100% month-over-month in some cases. Dell's CFO said he's "never witnessed costs escalating at this pace." SK Hynix and Micron? Sold out through all of 2026. Micron straight up EXITED the consumer memory market entirely to focus on AI customers. If you're not building an AI data center, you're not getting memory chips. AI data centers pay 3-5X margins compared to consumer products. So memory manufacturers are rationally choosing: Serve Microsoft and Google's AI buildout, or serve Dell's laptop business? Easy choice. Every wafer allocated to an Nvidia H100 GPU is a wafer DENIED to your next laptop. It's a zero-sum game. And consumers are losing. The dangerous cascade effect: Nvidia is cutting RTX 50-series GPU production by 30-40% because they can't get GDDR7 memory. Dell, Lenovo, HP are all raising PC prices 15-30% in early 2026. Xiaomi and other smartphone makers are cutting shipment targets. Even Intel's crash last week? Partially driven by memory shortages limiting chip production. This is a PERMANENT reallocation of the world's silicon capacity. Not a temporary supply hiccup. For decades, consumer electronics (phones, PCs, laptops) drove memory production. Now? AI data centers are the priority customer. And that priority shift is reshaping the entire tech economy. The timeline Is worse than you think: Industry analysts project shortages lasting through 2027, maybe 2028. Why? Because building new memory fabs takes 3-5 YEARS. Micron's new Idaho fab won't meaningfully impact supply until 2028. Samsung and SK Hynix are too busy ramping up HBM4 production to expand consumer DRAM. So we're stuck. AI companies need memory to scale. But producing that memory DESTROYS the supply chain for everything else. My question here: Everyone's betting on AI scaling infinitely. But what if the AI boom STALLS because there's not enough memory to support it? What if we're not in an "AI supercycle" but a "memory shortage that kills the AI buildout"? Intel crashed 17% because they can't manufacture enough chips. The root cause though? Memory shortages limiting what they can even produce. Nvidia is cutting GPU production by 40%. AMD is struggling to get GDDR6 for Radeon cards. This isn't just a consumer problem. It's an AI infrastructure problem. And if memory doesn't scale, AI doesn't scale. The AI industry sold you on infinite scaling. But they forgot to mention the part where there's only 3 companies making the memory chips that power everything. And all 3 just chose AI data centers over you. Even Nvidia can't make enough GPUs to meet demand. Not because of energy. Not because of regulation... But because the memory supply chain is BROKEN. And it won't be fixed until 2028.

Darpa's Handheld, Flying Mini-Bomb youtu.be/3NIpiyEGjew?si… via @YouTube