Congrav1ty

Cashapp wouldn’t let me withdraw to bank without ordering one of their stupid cards, so I did

@SloneSterling @RagingBuffaloX @KobeissiLetter Holy fuck could this be any more obviously AI written

Exactly, Mining is where the leverage lives. A 10% move in a metal can mean a 40-60% move in the right miner. But most retail investors are buying the software story while the real asymmetry is sitting in the ground. The picks and shovels of the AI revolution aren’t GPUs — they’re drills, open pits, and processing plants. The question is whether you have the stomach for the volatility that comes with it.

Our most frequently asked question right now: "If oil prices are above $100/barrel and the Iran War isn't over, why are stocks at record highs?" The answer to this question is simple. The AI Revolution has simply become so large, that investors are viewing everything else as "noise." Over the last few months, as large cap technology stocks traded flat then sharply lower amid the Iran War, the AI narrative only grew. The Magnificent 7 companies are set to invest over $600 BILLION in AI this year alone. And, as broader markets swept tech giants like Nvidia and Alphabet lower, these stocks reached their cheapest Forward P/E levels since 2019. At the March 30th bottom, the S&P 500 Information Technology index was trading at just a 4% Forward P/E premium to the S&P 500, the lowest since January 2019. Tech stocks became cheaper than the average S&P 500 stock for the first time since 2017. Nvidia, for example, is now trading at just a ~26x Forward P/E multiple, even as it is back at record highs. Walmart? 43x. Costco? 46x. The reality is that many large cap technology stocks are merely getting cheaper as they go up. And when they go down, they become remarkably cheap. We are in the biggest technological revolution in modern history, and even $100 oil, a 4.40% 10Y Yield, and rate cuts priced out until 2027 are unable to derail the train. Asset owners will continue to win.

@mrdavesonn Wtf does tbt mean? In my day it used to mean throwback Thursday

tbt paying every bill won’t magically make someone rich. Plenty of broke people love performing wealth.

@conqueefadora @WhatKatieDid25 @JEmptyloo @HazelAppleyard I wish I was a retarded ngr like you

@WhatKatieDid25 @JEmptyloo @HazelAppleyard Is it a joke when someone jokingly says a woman's only value is to cook and to have her ass in the air when the man gets home? No it is a joke when women are abusive but the other way is a step to far

My lobster is too buttery

@yishan You might've been good at math but thank every god in the sky you didn't do writing as a career

All right maybe this is a time for me to tell my story about Pete Hegseth. Peter Hegseth is close to my age. We went to high school around the same time. He's also from Minnesota (as I am), and our schools were maybe 20 miles apart. In high school, I inadvertently became infamous for "bullying the football players." I was on the Math Team, which is exactly as nerdy as it sounds, and our school (Mounds View High School) had a very strong math team. We habitually took either #1 or #2 in every regional competition, vying with our main rival, the nearby Irondale High School. The math teams collected the best math students across all the grades, and you'd compete at different levels at the meet: the meet would have Algebra, Geometry, Trig, and Advanced Topics sections, and each student on the team would do two events. This made it so that freshmen could compete in Algebra+Geometry, while seniors could compete at Trig and Advanced. Sometimes people did a straddle, like Algebra and Advanced, and Geometry and Trig. Each team was comprised of 8 students. The totals were computed from your individual score (5 problems per event; you got 1 point for each problem you solved). Since everyone did two events, you could get a total of 10 points max. The team's score would be the total of the 8 designated scoring students (80 points max), followed by a team event to try and solve 6 problems jointly (5 points each) for a potential max of 30 more points. The school's total was therefore the sum of the individual scores (10 * 8 individual + 30 points for the team event, for a max possible of 110 points). We were pretty good, in my senior year I was even the top-scoring member of the team, but the problems were always quite hard, and it was very rare to actually score a full 10 points on the individual portion. I'm going over the point system because it matters for this story. As I mentioned, our school routinely came in either #1 or #2 at each meet, vying with our main rival Irondale. There were maybe 5-6 other schools in the region, and it was always Mounds View and Irondale neck-and-neck at the top of the leaderboard, often a nailbiting near-tie going into the Team Event. If you're wondering why it was so tense, it's because they ratcheted up the tension using time limits: all the events were timed, and you could only get all the points if you quickly realized how to get the solution, and then did the computations super-fast without making any mistakes. This left many opportunities for lost points we'd otherwise be able to get with less time pressure. The leaderboard was always Mounds View or Irondale at the top, with the other one right behind them and then often a 20-30+ point gap, followed by the other schools in a middling cluster. And routinely at the bottom, one of the schools was Forest Lake High School, and they'd routinely have laughably low single-digit scores, like their entire total at the end of the night would be like... 6. We'd laugh at them sometimes, like "Oh wow, their entire school scored less than one of our team members, hahaha Forest Lake" or like "Haha, [our teammate] Nathan Doble beat Forest Lake - good job, Doble." So it was a bit of a joke. We never *met* anyone from Forest Lake - there were hundreds of students at the event - maybe they only sent one student, or a handful, each getting 1-2 problems right (the first of the 5 problems on each set was always "easy"). Sometimes we speculated that maybe they had one kid who was kinda good at math in the whole high school or something. One evening, after we had returned to our school after a math team meet, we ran into some football players returning from their game, looking exhausted. I think I said something like "Hey guys, how's it going?" and one of them (this is Minnesota, so the guy was huge) answered, "Ohhhh man, not so well. We lost to Forest Lake." ... and without thinking I just blurted out, "Forest Lake??? Pfft! MATH TEAM never loses to FOREST LAKE!" and waved him off contemptuously and turned away. Later on my friend who witnessed this said that as I walked away, what I didn't see was that the football player got REALLY MAD and looked like he was going to come after me and beat me up. This later turned into "Yishan was bullying football players." (I actually feel quite bad about this - looking back on this, I feel like I should've said something supportive like, "Don't worry, you'll get 'em next time. Math Team always crushes Forest Lake, so don't worry, we got your back." But high school is kind of another world) What's the point of this story? Well, Pete Hegseth went to Forest Lake.

@spawngts @aakashgupta explain

@aakashgupta You’re a clown if you think $MU is going out of business. In fact, this is bullish for the industry (the Google paper I mean) and the stock is now undervalued.

The timeline on this is genuinely insane. October 2025: Sam Altman flies to Seoul and signs simultaneous deals with Samsung and SK Hynix for 900,000 DRAM wafers per month. That's 40% of global supply. Neither company knew the other was signing a near-identical commitment at the same time. Those deals were letters of intent. Non-binding. No RAM actually changed hands. But the market treated them as gospel. Contract DRAM prices jumped 171%. A 64GB DDR5 kit went from $190 to $700 in three months. December 2025: Micron kills Crucial, its 29-year-old consumer memory brand, to reallocate every wafer to AI and enterprise customers. The company explicitly said it was exiting consumer memory to "improve supply and support for our larger, strategic customers in faster-growing segments." Translation: the AI demand signal was so loud that selling RAM to PC builders stopped making financial sense. March 2026: Google publishes TurboQuant, a compression algorithm that reduces AI memory requirements by 6x with zero accuracy loss. Cloudflare's CEO called it "Google's DeepSeek." The entire thesis that AI would consume infinite memory forever just got a six-month expiration date on it. Same month: OpenAI and Oracle cancel the Abilene Stargate expansion. The $500 billion data center vision that justified the RAM deals couldn't survive its own financing terms. Bloomberg attributed the collapse partly to OpenAI's "often-changing demand forecasting." MU is now down ~33% from its post-earnings high. Revenue up 196% year over year, EPS up 682%, and the stock is in freefall because the company restructured its entire business around a demand signal that came from non-binding letters and is now being compressed out of existence by a research paper. Micron bet the consumer division on Sam Altman's signature. The signature was worth exactly what the paper said: nothing binding.

@politiolyc @PopsAndBigRubes @GOP @RepMikeLawler Ah looks like you're right about citizens committing more crime than immigrants, but only when you include blacks etc. White people are exempt. Nice try though x.com/i/grok/share/6…

@PopsAndBigRubes @GOP @RepMikeLawler White us born citizens are more than two times as likely to commit crimes as illegal immigrants; the ratio is even greater when related to violent crimes or crimes against women and children ‼️🙄

Sheridan Gorman, an 18-year-old student in a sanctuary state, lost her life to an illegal alien and repeat offender who should have NEVER BEEN LET IN OUR COUNTRY. @RepMikeLawler: "This is why immigration enforcement matters."

@politiolyc @PopsAndBigRubes @GOP @RepMikeLawler @grok fact check

@AForgedWarrior @NoAlphaLimits @grok @grok me too (dunno if that'll actually work)

@NoAlphaLimits Hey @grok remind me in 18 months about this thread

@Tom706109651131 @WilliamR561 @churrascooooo It's always the no-profile-picture mostly-numbers-usernames

@WilliamR561 @churrascooooo I agree with you but this was painfully unfunny. The fact that you doubled down on another msg equally unfunny is crazy

its insane how many women make 100k+ to just check to see if the fake work is getting done

@SoveyX It would be cool if it wasn't crazily unnecessarily long LLM slop

I know some people think I only post silly videos and make ridiculous comments. I joined this platform to write long form articles. Unfortunately, no one reads more than 280 characters.

@kiralasak @nickgerli1 Thanks for this AI summary

@nickgerli1 Housing prices aren’t “crashing” in the aggregates — yet. But individual listings are already breaking. Six-figure losses are showing up where the bubble peaked in 2022. This isn’t a cycle. It’s the limit of ownership as an investment.

Sellers are beginning to take six-figure losses on the U.S. Housing Market. I'm starting to see this trend across Tennessee, Florida, and Texas. Houses selling for $100k less than the owner bought it for. Interestingly - prices in aggregate are only down 1-5% YoY, but on individual listings you are beginning to see some major cracks show. Those who bought at the peak during the 2022 bubble are most at risk of selling at a loss. More listings in the thread below.

@alb3e3_ @BobLoukas Thanks, chatgpt

Accumulation that size isn't price-sensitive—it's conviction-driven. 4M ETH in 6 months means consistent buying regardless of price swings. That's the signal retail completely misses. While everyone trades the chart, institutions are building positions that take years to liquidate. The next cycle belongs to those who understand this.

You're telling me a single entity has bought 4,000,000 ETH in less than 6 months and the price is the same. Clearly a higher high would not have been made in this cycle for ETH, like most other coins.

@Lamvel @arctotherium42 I legitimately was, coincidentally, so I came out of that quite confused that it wasn't just me that was fucked up

@arctotherium42 Still can't believe 2020 was real. Feels like a weird fever dream where everyone was genuinely on meth.

2020 was 40 years ago.

@filipi_di @ZynxBTC they end just after you sell

@ZynxBTC How long does bear markets usually last?

Bitcoin is now almost ~50% down from its all time high against Gold. It has been in a bear market for pretty much all of 2025. Bitcoin is down ~45% over 12 months against Gold and would need a ~99% increase just to surpass its previous all-time high. This means Bitcoin needs to go to ~$170k before we can say that we are in a true bull market. Don't let USD debasement fool you.

@fulltimenfl @LJ52325227 @coldcallsniper She can still smell it if you're doing it on your own time. Stupid idiot

@LJ52325227 @coldcallsniper I’m not pitying myself in front of her. I’m doing my best i don’t know why they don’t want me. I don’t understand how man out there sleep at night knowing there are man who fuck girls like in this photo. We deserve this too it’s unfair

Type of girl you meet after you lose money you couldn’t afford to lose

@Sigma_tism @EmpireHODL @SwanDesk Which instance of the protocol getting butchered are you referring to

@EmpireHODL @SwanDesk 🤣🤣🤣🤣 Nope, BTC is simply a useless Shitcoin. Always was after the protocol got butchered Now comes the consequences of ignoring reality

BREAKING: Bitcoin Hashprice COLLAPSES to all-time low of $34.49/PH/s, down over -50% in weeks and the lowest in BTC’s entire history. This is much worse than even the 2021 China ban or 2022 bear market. Miners are now hemorrhaging cash, which means forced selling and shutdowns are imminent.

@ChaseCanning @PreacherBTC @caprioleio That's what the voices in his head told him

@PreacherBTC @caprioleio How so?

OG Bitcoin whales are dumping. This chart gives a good visual of how many super whales are cashing out of Bitcoin. All lines here are 7+ year on-chain spends from pre-2018 era OG Bitcoin Hodlers. 🟠Orange = $100M OG dumps. 🔴Red = $500M OG dumps. The chart is VERY colorful in 2025. OGs are cashing out.

@Lluks63Redacted @lelelus @MitchManners @Crazyflix94 @basilthegreat It's the same as the per capita thing. Women and browns can't comprehend ratios

She doesn't hate us. She just wants Japan to be the home of the Japanese. This is normal. Why do the left not understand this?

@EirikDraugsvold @BarefootStudent it literally is, left axis - CPI inflation adjusted

Men's real wages have barely budged since 1979 thanks to H-1B and offshoring. Time to try something new.

@xliquidfunding @TraderMercury real

@TraderMercury this is why you never put down your adderall prescription

> CZ creates a new coin that does multiples in a short period of time > $BNB trends into price discovery > $ETH sitting comfortably outside of a multi-year range breakout > $BTC consolidating beneath ATHs > while equities melt upwards > after the FED cut interest rates and this whole time, you thought I was discussing today’s market; but I was describing Q4 of 2020.