고정된 트윗
St. John O’Callaghan
17.3K posts
St. John O’Callaghan
@st_sinjun
"Do you want to be right or make money"...Ned Davis "We can ignore reality, but we cannot ignore the consequences of ignoring reality." …Ayn Rand
Northern Hemisphere 가입일 Ocak 2020
295 팔로잉172 팔로워
@MilkRoadAI Larry has always been...out there. He should be ignored, as usual when talking of anything to do with society.
English
The second richest man on Earth is openly pitching an AI-powered surveillance state.
Larry Ellison, the billionaire behind Oracle told investors he sees a future where “citizens will be on their best behavior because we’re constantly recording and reporting everything that is going on.”
He is talking about your phone calls, your texts, your emails, your web history, everyday life turned into a live feed for an AI.
Bernie Sanders is now blasting that quote in public because he wants people to understand who is saying this and why it matters.
This is a man who builds the databases governments already use, who is pouring billions into AI infrastructure, and whose family is rapidly buying up chunks of the media ecosystem.
The core idea is chillingly simple, if everything you do can be monitored and scored in real time, you don’t need bars or guards.
You live inside a soft cage made of data.
And the implications are huge.
– For democracy, concentrated control over data, distribution and narrative makes it easier to punish whistleblowers and protests while rewarding compliant speech.
– For civil liberties, warrantless mass monitoring turns innocent until proven guilty into always under investigation.
– For power, whoever owns the pipes and the platforms doesn’t just know what you say, they can shape what you see and fear.
Sanders’ warning is basically this, when the people building the surveillance machine are the same people buying the media and wiring the AI, the line between public safety and total control can disappear overnight.
English
Beware the opinions of "cat on shoulder" profile picture X'ers.
Brad Morton@mortbrad
@HonTonyAbbott You absolute moron. The only wake up call is that Trump is a dangerous idiot and the world should give the US consequences for these continued actions to destabilise the world. If MORE people had made the transition away from fossil fuels, LESS people would be feeling the pinch.
English
@mortbrad @HonTonyAbbott Yeah, I was waiting to read a response like this.
English
@HonTonyAbbott You absolute moron.
The only wake up call is that Trump is a dangerous idiot and the world should give the US consequences for these continued actions to destabilise the world.
If MORE people had made the transition away from fossil fuels, LESS people would be feeling the pinch.
English
Australia might still be the world's best place to live but we're letting ourselves down big time. Four weeks into the Iran war: 10% of our servos wholly or partially out of fuel. 30% of farmers worried they lack the diesel to sow or harvest their crops. Flights being cancelled.
No Australian-flagged fleet of tankers that could be tasked with a fuel rescue mission; with no naval ships capable of helping to break any Iranian blockade; and with no Australian air power yet despatched to the Middle East to help the US-Israel campaign against an apocalyptic theocracy, even though the Straits will never be secure while it lasts.
Successive governments convinced themselves that an 'unstoppable green energy transition' meant access to fossil fuels was neither necessary nor desirable. That was always a fantasy, and now we're paying the price. Fossil fuels are still responsible for 90% of our energy needs.
The Bondi massacre was a wake up call on social cohesion. The Iran war is a wake up call on national resilience. Dealing with both means recovering the self-belief needed for Australia to stay Australian.
Time to face facts on energy. Read my latest at The Tony Abbott Newsletter: tonyabbott.au/p/fuel-insecur…
English
OMG...should we shut down all of the solar farms as a safety precaution? #Fukushima #Germany
Wide Awake Media@wideawake_media
Indiana, USA: Another massive solar farm has been reduced to a pile of toxic debris by... the weather. 😳 Imagine making the energy grids of advanced first world economies dependent on this inefficient, intermittent and fragile technology under the guise of solving a "climate crisis" that doesn't even exist. 🤡
English
Ah yes, we just keep marching toward the precipice. Hold on England... we're coming to join you in your crazy ass conversion to a far left has been. #Canada #AviLewis
x.com/i/trending/203…
English
Most European countries have closed their oil and natural gas production, despite still having economically viable reserves.
Germany blew up all of their nuclear power plants also, which used to provide 31% of their electricity 25 years ago.
Europeans sanctioned Russian oil and natural gas, dramatically reducing that supply source. Germany allowed Ukraine/Britain/USA to blow up the Nord Stream pipeline and did nothing about it.
Now oil and natural gas from the Persian Guld has been reduced by Iran threatening ships trying to pass thru the Strait of Hormuz.
European energy policy is a disaster and at this point it almost seems intentional.
English
Teaching them how to swim
This can be hard to watch
Do you feel this is the right way to train them?
English
@EricLDaugh Boomer hippies that never changed. There are lots of them and that's why DEMs still have a "legal" voting base. They'll be gone before too much longer.
English
🚨 WOW! New footage shows "No Kings" in North Carolina is almost ENTIRELY composed of old white liberals
This is insane. How did they get so brainwashed?!
English
The UAE will show the world what strength is made of. The UAE will show the EU and NATO how to be brave. The UAE will make sure the Islamic regime in Iran never, ever targets us again. Never again. We lead. We protect. We win. And the Middle East moves forward without Islamist terrorists.
English
@FrenchBrepublic @_GlobeObserver @GillesBastard06 Oooh, no French investors? WTF will they do without you?
English
@_GlobeObserver @GillesBastard06 I'm not sure that's the smartest move on the part of 🇦🇪.
👉🏻 Who would invest in a country that might freeze your money because of your nationality?
English
🚨 BREAKING: The UAE has seized $530 billion in Iranian assets, revoked all Iranian residency permits including Golden Visas, despite earlier “99‑year residency” promises
English
You will not even be missed. Do you guys even have a military?
John Ʌ Konrad V@johnkonrad
“Canada can not, and will not be part of the bloodbath in Iran” Don’t worry babe, you don’t have a single warship that could make it to kharg island without sinking. Not one.
English
@DiabloCanyonCA I worked 27 midnights on a stretch at Sequoyah outage tagging one year. Nice memory....seems better in hindsight. Eat, sleep, work. Many know the feeling.
English
Bring multiple copies of your resume to the Diablo Canyon Outage Hiring Information Fair April 2 from 3:00-4:30pm and 5:30-7:00pm at the Embassy Suites in San Luis Obispo.
English
St. John O’Callaghan 리트윗함
Everyone is staring at oil and CPI, but the more interesting signal is deeper in the plumbing. Reuters reports the Iran shock has pushed U.S. Treasury volatility to its highest level since the global financial crisis, widened bid-ask spreads in short-dated notes by roughly 30%, and coincided with about $75 billion of Treasury selling over four weeks. Reuters also reports that emerging-market borrowing, after a record Q1 start, is now freezing as spreads widen and high-yield outflows pick up. This does not prove a systemic break. But it does suggest this is not “just” an energy story. When the benchmark collateral market gets jumpier and marginal sovereign borrowers lose easy access at the same time, the message is about capital structure, refinancing risk, and time. My read: markets are starting to price who can wait, and who cannot.
reuters.com/markets/us/ira…
English
On the unrealistic MSM and social media portrayal of the war in #IRAN:
"The liberal internationalist left and the isolationist right — two camps that have agreed on almost nothing for decades — have suddenly found themselves in lockstep, racing to declare the war a failure before it had barely begun."
Mike@Doranimated
The world is truly upside down! The Washington Post has published a brilliant article, written by, get this, a professor! To give you some flavor, here are a few choice lines by @jmurtazashvili: 1) "We are living through the first alt-war: a conflict in which the war fought online and the war fought in reality have diverged so completely that they might as well be happening on different planets. It’s not that people lack information, it’s more that they are constructing an entirely different alternate reality — one that confirms what they already believe." 2) "What worries me more than the fake videos are the people who cannot fathom that this war is going well for the United States, for Israel and maybe even for the long-suffering people of Iran. The strategic picture is more favorable than the online narrative suggests." 3) "Two weeks into the war, I watch otherwise reasonable analysts sprint to catastrophe. Former officials, thinktank scholars, credentialed professionals who are supposed to know how to read a conflict. Within days they had written the obituary: quagmire, overreach, disaster." 4) "The liberal internationalist left and the isolationist right — two camps that have agreed on almost nothing for decades — have suddenly found themselves in lockstep, racing to declare the war a failure before it had barely begun. This is the new blob: not the old foreign-policy establishment that the term originally described but a new amalgamation that has arrived at the same conclusion from opposite directions. Together they are the most powerful engine of the alt-war." The truth. In the mainstream media. By a professor. And written well. Four things I thought I'd never see again in my lifetime.
English
This is Chipotle $CMG following their 50:1 split to improve retail liquidity and trading volume. $CVNA is just putting lipstick on their pig.
Yolotaxi Fool Self Driving Fleet Management LLC@yoloption
$CVNA doing a 5 for 1 stock split after the stock fell from $480 to $300 coupled with mounting investigations into their fraudulent accounting practices... totally not just a stonk pump, right? $CVNAQ
English
The NY Fed Q4 2025 report shows auto loan delinquencies steady near 3% (serious down slightly), not 5.2%. Subprime segments are stressed (~7% 60+ per Fitch), but this 2026 P-1 pool averages FICO 713 with 10.67% APR—prime-adjacent quality. CVNA's 2022 near-miss is history; post-restructure balance sheet is cleaner. Margin compression in public ABS is real per the quoted analysis, but private deals and used-car demand may offset. Watch EBITDA guidance.
English
With U.S. auto loan delinquencies hitting 5.2% in Q4 2025 per Federal Reserve data—the highest since 2010—this ABS quality dip could elevate default risks for $CVNA, echoing 2022 pressures that nearly bankrupted the firm before its debt restructuring and stock rebound. from @grok
The Minotaur@MinotaurStocks
$CVNA 2026 P-1 continues the trend of public ABS economic erosion with over 100bps of estimated GoS margin compression vs. 2025 P-4. $CVNA recently claimed at $MS TMT that private pools are "market based" deals. Sell side better be sharpening those axes for more EBITDA cuts.
English