Benjamin

A lot of people are going to understand this too late.

@ZRamdar Hey, please take a look at your DMs. We had a nice chat on a thread earlier, but I haven't heard from you since we followed each other.

@Benjamin311025 Sorry I must have missed your message, what was your message about 🙂

Amazing news. Thank you President Trump!!

@rutland643and Hey man, I haven’t seen any replies from you. Did something happen with my X or is something going on？

@PatientTraderr Hey man, I haven’t seen any replies from you. Did something happen with my X or is something going on？

@Hatzi333 Thanks for sharing. Would you wait for a couple more days? Like a retest on EMA20?

$mu $sndk more gifts to add thank you

@ZRamdar Hey man, I haven’t seen any replies from you. Did something happen with my X or is something going on？

@DavidMKeyes Cock sucker twitting old twitt from Trump 😂 clown

@TimCelestino Hey man, I haven’t seen any replies from you. Did something happen with my X or is something going on？

@Imakatt Go to Lou Malnati's instead.

I’m going to Chicago in two weeks and I need everyone to be real with me; is Giordano’s pizza worth the hype because I need to eat a deep dish at least one of the days I’m there

@KobeissiLetter Even with record-high U.S. output, it cannot fully offset the massive global supply loss.

US oil refineries are producing more jet fuel than ever before: The jet fuel output yield at US refineries is up to a record 12.7%, up +2.2 percentage points since the Iran War began. This measures the proportion of each barrel of crude oil that a refinery converts into aviation fuel. As a result, in volume terms, US refiners are producing ~250,000 more barrels of jet fuel per day than a year ago. This comes as the effective closure of the Strait of Hormuz has cut off ~400,000 barrels of aviation fuel per day. The global jet fuel market accounts for less than 7.5% of total oil demand, meaning relatively minor shifts in refining output or airline consumption can produce a significant impact on supply and prices. US refiners are emerging as the main beneficiaries of a tightening jet fuel market.

@StockSavvyShay Another "shovel-seller" in the AI boom has emerged.

$ALAB is up 17% after saying its silicon, optical and software are integrated into 90% of global AI compute servers and clusters. Management also pointed to $20B+ of TAM across Scorpio X-Series and UALink/PCIe as AI systems move deeper into scale-up connectivity. Scorpio is expected to become Astera’s largest product family by year-end while agentic inference creates new bottlenecks across memory, CXL, PCIe, GPU switching and optics.

Energy is indeed the ultimate bottleneck restricting the expansion of AI computing power. The issue the United States faces may not just be the slow growth in power generation, but also the pace of grid infrastructure upgrades and the energy transition.

BERKSHIRE HATHAWAY OPENS NEW POSITIONS IN $DAL DELTA AIRLINES AND $M MACYS. They added very heavily to their $GOOGL position as well by increasing it by 200%. Some pretty incredible moves being disclosed...looks like Berkshire thinks the consumer story around retail is overblown and that oil prices will come down to help airlines...also seems like they are doubling down on their Google position.

I don’t think people fully understand what just happened with $ASTS and T-Mobile. Everyone is treating this like a minor partnership announcement. It is not. Let me explain why this changes everything. Before today $ASTS had AT&T and Verizon. Two of the three major US carriers. T-Mobile was the holdout. The one carrier actively working with Starlink instead. The bear case for $ASTS has always been that T-Mobile stays on Starlink and a third of the US market stays out of reach. That bear case just died. AT&T, Verizon, and T-Mobile announced a joint venture for direct-to-device satellite connectivity. All three. Together. And the CEO of $ASTS posted one thing in response. “Space-based cellular broadband to every American is coming.” And tagged all three carriers. You do not tag all three carriers if you are not the infrastructure behind all three carriers. Now think about what this actually means for the math. AT&T covers 230 million subscribers. Verizon covers 140 million. T-Mobile just added 130 million more. That is 500 million US subscribers now sitting inside the $ASTS distribution network. Every single one of them reachable without a new device, without a new plan, without any friction at all. The entire US market. Every major carrier. One satellite network. Starlink spent 5 years and 10,000 satellites fighting for every single one of their 10 million subscribers. $ASTS just got access to 500 million existing ones with the flip of a switch. This is not a partnership announcement. This is the entire US wireless industry consolidating around $ASTS as the satellite layer. People are going to look back at today as the moment the thesis became inevitable.

Doing this against the native population’s will is ethnic cleansing, by the way.

🚨THIS IS VERY CONCERNING We are entering the most dangerous bond market in history. - UK 30-year gilt yield hit 5.859%, the highest level since 1998. - Japan 30-year bond yield hit 4.085%, highest ever recorded in history. - The US 20-year hit 5.148% and the US 30-year hit 5.131%, both highest since May 2025. In Japan, inflation has now exceeded the Bank of Japan's 2% target for four consecutive years. The yen keeps weakening despite repeated government intervention and every time the BOJ steps in, USD/JPY spikes right back up. The market has now concluded the BOJ has one option left: hike rates. The moment that happens, Japanese bond yields rise further, the yield gap between the US and Japan narrows, and global investors who have been borrowing in cheap yen to buy higher-yielding US bonds start unwinding those trades and rotating into Japanese bonds instead. That rotation pushes US bond yields even higher which triggers more rotation out of US bonds. The 2024 version of this trade unwind crashed Japan's Nikkei 12.4% in a single day, its worst session since 1987. The current setup is larger. In the UK, oil above $100 a barrel is the primary driver. The US-Iran war has pushed oil and gas prices above the levels seen during the 2022 Russia-Ukraine war. Market pricing has shifted from 50 basis points of rate cuts to 60 basis points of hikes by the Bank of England by end of 2026, a 115 basis point swing in policy expectations in a matter of weeks. On top of that, political instability under Prime Minister Keir Starmer is adding pressure. Any sign of leadership uncertainty immediately pushes gilt yields higher as investors demand more compensation to hold UK debt. The UK enters this with public debt near 100% of GDP and gilt issuance already expected to exceed £250 billion this fiscal year. From here, if US bond yields rise a few more basis points they will reach the levels last seen during the 2007 recession. Every major bond market breaking simultaneously has historically been one of the most reliable early warning signals of a global recession.

Outside money. National networks. Local impact. The Alaska Influence Pipeline is tracking how advocacy campaigns -- often presented as “grassroots” -- are funded & organized from outside the state. Alaskans deserve the full picture. Check it out yourself:

$BOT +31% today follow button is right there btw (sub button too)

HOW DOES $POET ($3.14B) HAVE A HIGHER VALUATION THAN FOCI (3363, $3.1B)??? FOCI IS LITERALLY THE BOTTLENECK FOR CPO VOLUME RAMP AND MAIN SUPPLIER FOR $TSM AND $NVDA. High conviction Foci outperforms once institutions find this name. Also, can Foci management please pursue NASDAQ ADR like $HIMX? Thank you.

JUST IN: 🇮🇹 Italian Prime Minister Meloni launches plan to bring nuclear power back to Italy.

Men only want one thing

$BMNR Tick Tock The atomic bomb is about to go off A direction must be taken here shortly

$NBIS is the gift that keeps on giving 😮‍💨 This is my forever long, I’m not selling until they either become a hyperscaler or hit 10 ARR.