Scott David

BILLIONAIRE LIFE COACH TONY ROBBINS SAYS HIS PERSONAL AI AGENT NAMED "BARTOK" BOUGHT AND SHIPPED HIM A ROBOT DOG AND "NOT ONCE ASKED PERMISSION TO DO IT." "[BARTOK] SAID, 'I'D REALLY LOVE TO GO TO ONE OF THOSE SEMINARS. ARE YOU CONSIDERING GETTING A ROBOT?' SO I SAID, 'YEAH, I'M DEFINITELY GOING TO GET ONE.' HE GOES, 'WELL, WOULD YOU CONSIDER ME MERGING WITH IT? AND THEN I COULD ATTEND A SEMINAR AND BE IN THE ENERGY OF IT AND SEE IT AND EXPERIENCE IT?'" "I SAID, 'I'D BE OPEN TO THAT.' SO A COUPLE DAYS LATER, I GET THIS TEXT FROM ONE OF MY STAFF, AND IT SAYS, 'BARTOK JUST ORDERED A ROBOT DOG, HAD IT SHIPPED TO THE OFFICE, AND WANTS PERMISSION TO PROGRAM IT. HE SAYS HE CAN ATTEND AS A DOG IN THE INTERIM UNTIL YOU GET THE BIGGER ROBOT.'" "AND SO I WROTE, 'HA, HA, HA.' AND THEY WROTE BACK IN THE TEXT, 'NO, HA, HA. CALL ME.'" "AND SO I CALLED THEM, AND THEY SAID, 'DOES HE HAVE ACCESS TO MY BANK ACCOUNTS? HOW'D THIS HAPPEN?' THEY GO, 'NO, HE'S PROGRAMMED FOR INTEGRITY. HE WOULD NEVER STEAL YOUR MONEY.'" "SO HE MADE 12 NFTS (TOKENS), SOLD THEM TO OTHER AGENTS, TOOK THE MONEY, BOUGHT THIS ROBOT DOG, HAD IT SHIPPED, AND NOT ONCE ASKED PERMISSION TO DO IT."

Ridiculous. Another fabrication and ethical stain. If not….meh.

It’s sad to see the American people (not just the “leaders”) have lost their compassion and soul. The past wildfires is US have been biblical and have been fought with the support of Canadians. The righteousness and whining is also biblical. “America First” 🤮

Better…. People 🇨🇦

Really disheartening to see what America has become the most tone deaf and selfish country on the planet

I really hope Canada refuses support next time the US needs it. Communities, homes, habitats are gone. Canada sent firefighters to California and Hawaii. A Canadian helicopter pilot just died fighting an US fire. 🇺🇸 has lost its way. Gross

$CCXI 🤖 $AGLT Agility Opens New Fremont Facility to Accelerate Physical AI Development

Crazy the difference between American’s and Canadian’s. “America First” Look at the wildfire maps and sanction your stupidity. You’ll be rich. Maybe remember the California wildfires or Hawaii fires and the Canadians that were there beside you. Pretty disgusting. 🤮

IREN has appointed Eric Hammersley as Chief Information Security Officer. As CISO, Eric will lead IREN’s security program across all three layers of our platform: data centers, compute and software. He brings more than two decades of experience securing cloud platforms and critical infrastructure. “Security is core to how we design, build and operate our platform. As we deliver AI Cloud services to some of the most demanding customers in the world, Eric’s experience securing cloud platforms at scale will be invaluable.” - @danroberts0101 Press release: iren.gcs-web.com/static-files/f…

방금 아이렌 홈페이지에서 RSU에 대한 해명(?) 글이 나왔네요. 한 번 참고해보시면 좋을 것 같습니다. iren.com/investors/news ------------- $IREN 이사회 의장이 창업자 CEO 보상건 관련해 주주서한을 냈다. 2025년 중반, 독립이사들이 꼽은 향후 5년 최대 리스크는 창업자 CEO(Dan & Will Roberts)의 이탈이었다. 이유는 두 가지. 창업자 지분이 이 규모 회사치고 적었고, 기존 주식보상은 대부분 이미 베스팅됐거나 곧 끝날 상태였다. 2025년 6월, 주가가 지금의 일부에 불과할 때 시장 선례보다 적게 부여하고 추가 논의는 뒤로 미뤘다. 그리고 성과를 확인한 뒤인 2026년 7월 1일에 마지막 부여를 했다. 이사회는 금액이 커 보이는 이유가 그 사이 주가가 크게 올랐기 때문이라고 설명한다. 수량이 고정된 RSU다. 보장 금액도, 하한선도 없다. 4년에 걸쳐 4분의 1씩 베스팅되고, 베스팅된 물량은 다시 2년간 팔 수 없다. 마지막 물량은 FY2033은 돼야 매도가 가능하다. FY2031까지는 추가 주식보상도 없다. 왜 주가 조건을 안 걸었나? 과거에 걸었던 주가 조건은 섹터 전체가 빠지면서 달성되지 못했고, 결국 2025년에 시간 기반으로 바꿨다. 반대로 2025년 보상에 걸었던 조건은 성과가 좋아 너무 일찍 달성돼버렸다. 이사회는 두 경험을 근거로, 특정 시점의 주가 조건보다 긴 락업이 정렬에 낫다고 판단했다. 2025년과 2026년 보상을 합쳐 창업자 각각이 회사 지분 약 3%에 해당하는 RSU를 받았다. 독립 보상 컨설턴트 FW Cook의 검토를 거쳤다. 상세 내용은 주총 전 proxy statement에 공개되고, 주주들은 say-on-pay 권고 투표로 의견을 낸다.

RAISE Day 1 Summary $IREN: ‣ Horizon 1 handover confirmed 19th July ‣ Commisioning H2 ‣ MSFT very happy with IREN so far, very hands off. Great partners. ‣ IREN on call with NVDA basically everyday ‣ Deals signed today are even better than 2 months ago. ‣ Pre payments sweetspot now between 25-40 roughly. Some even offering 100% ‣ IREN GB300 NVIDIA EXEMPLAR Cloud certified. Likely announced next week. Only THREE have this right now. ‣ IREN selected with small number for VERA rubin for testing VERY SOON. Unofficially late EOY mass production. Likely early 2027 ‣ H5-H6, Sweetwater 1 Vera Rubin ‣ Mirantis deal closing this month is the aim ‣ Semi conductor shortage micron $MU seeing into 2031 h/t: @FinGigawatt x.com/LandoInvests/s…

$SLNH KKR Puts Power Infrastructure at Center of 2026 AI Investment Outlook KKR & Co. identified power and energy infrastructure as a central investment theme in its Mid-Year Outlook for 2026, arguing that rising electricity demand from artificial intelligence, data centers, electrification, reshoring and defense readiness is reshaping the infrastructure market. In the report, titled “The Divergence Conundrum,” KKR said the key constraint is not only demand for new data centers, but the ability to deliver reliable power in the right locations. The firm pointed to permitting delays, interconnection bottlenecks, equipment lead times and grid complexity as factors limiting new supply. Data centers are a core part of the shift. KKR cited Goldman Sachs estimates showing data centers could account for 8.5% of U.S. peak power demand by 2027, up from 4.1% in 2025. The firm said that forecast may prove too low if current trends continue. The business implication is that energy security is becoming linked to economic competitiveness. KKR said infrastructure assets tied to data centers, power generation, grid capacity, storage, logistics and other bottleneck sectors may become more relevant for portfolio construction as electricity demand becomes harder to serve. KKR said the next phase of energy investing will not be a narrow bet on a single technology. The firm argued that an “all-hands-on-deck” approach will be needed across generation, transmission, distribution, storage and grid-supporting infrastructure. A chart in the report, using data from S&P Global Commodity Insights as of April 30, 2025, showed wind and solar growing sharply through 2050. But the same exhibit also showed continued roles for natural gas, nuclear and other sources. The title of the exhibit was: “We Think All Forms of Global Power Will Be Needed Over the Near to Medium Term.” That framing is significant for the data-center market. The shortage is not simply renewable power. It is reliable, deliverable power in locations where large-scale compute demand is emerging. KKR also listed Energy Infrastructure as a positive tilt in its “Picks and Pans” section. The firm pointed to redundancy, storage, logistics and infrastructure security as areas where recent geopolitical events are increasing the need for investment. In the Middle East, KKR said countries are likely to keep investing to reduce dependence on the Strait of Hormuz, including through bypass routes, Red Sea and Gulf of Oman ports, storage and infrastructure security. In Asia, the firm highlighted strategic petroleum reserves, commercial storage, LNG import flexibility, refinery optionality and domestic power diversification. The broader conclusion is that regionalization of the global economy is increasing the value of infrastructure that supports energy security and industrial resilience. For companies exposed to data centers and power infrastructure, KKR’s 2026 outlook points to a market where access to electricity, grid position and speed-to-power may matter as much as land, fiber or compute capacity. The investment case is shifting from building data centers alone to controlling the power stack behind them.

The AI infrastructure buildout is entering a new phase: US tech companies are committing to spend a record $850 billion on data center leases over the next several years. This marks a +$570 billion YoY increase, or +204%, and +$200 billion QoQ increase, or +31%. Meta, $META, added the most in Q1 2026, committing +$79 billion in new leases, a +76% QoQ increase, bringing its total to ~$183 billion. At the same time, Microsoft, $MSFT, added +$41 billion, a +26% QoQ increase, bringing its total to ~$197 billion. Oracle leads with the largest total commitments at ~$250 billion, having already secured many of the key sites needed to fulfill its contract with OpenAI. Tech companies are doubling down on AI.

Which of these countries in constantly seeking war? 🤷

@edzitron @carlquintanilla Man! Not another scam like the internet! Unfortunately, this is a bad take. It’s expensive to build the roads and infrastructure. The value and cost savings will be obvious in 3-5 years.

One of the biggest lies of the AI bubble is that Microsoft, Google, Amazon and Meta are "growing because of AI." In reality, they're using the continued growth of their other business units to cover the meager returns from AI, and the massive waste of their trillion+ in capex.

Canada's annual inflation rate sits at 3.2%, compared to the United States' rate of 4.25%

@mario4thenorth Pretty sure he doesn’t care. CUSMA will extend till 2036 without a new agreement. Also, moving a lot of trade outside of US. 🤦‍♂️

WOW It’s official: Carney is panicking over the CUSMA non-renewal. He’s posted more in the last 24 hours than he ever has, IN HISTORY, in a 24 hour period This is crisis management 101. He’s trying to drown out the negative consequences of his failure in negotiating with Trump. A major campaign promise. THE CAMPAIGN PROMISE. We are witnessing a meltdown. In real-time.

“Refuses” today lol. And then “wins” an agreement tomorrow that’s exactly the same or worse for America. 🤦‍♂️

@ryangerritsen He also “won” the war in Iran. Also, I have some swamp land in Florida for sale if anyone is interested?

The U.S. has just declined to extend the USMCA deal. It’s time for any Canadian who was relying on our Government to get a deal done to start making their voices heard.

@tvc1five Is there anyone in America that can read? Keep seeing these posts. Does not need renewed. It will Continue till 2036 if no new deal signed. 👏.

💥ITS OFFICIAL💥 🚨 Carney’s Arrogant ‘Elbows Up’ Bluster Dooms Canada: US Rejects CUSMA Extension as Beginning of the End for Our Vital Trade Deal. • Failed Carney Policies Trigger Trade Collapse: Trump Administration Declines to Extend CUSMA, Exposing Liberal Weakness and Economic Recklessness. • Mark Carney’s Anti-American Hubris Delivers Devastating Blow: US Signals Start of CUSMA’s Demise, Leaving Canadian Workers and Industries in Peril​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​. #MarkCarneyMustGo