Darin Feinstein

Bitcoin exists because bankers can print money in secret, out of thin air, anytime they want... Bankers created the Federal Reserve as a private co. in 1913 By 2000, 87 years later, the Fed bankers printed ~$4.6 trillion M2 money supply From 2000 to 2025, the Fed printed an additional $17 trillion in secret, out of thin air, a ~360% increase, raising the M2 money supply to $21.6 trillion. Which means ~80% of the money that exists today was printed in the last 25 years, with no public justification. There are no ledgers, no audits, no votes, no records, and no accountability for the $21.6 trillion dollars that exist today, that any private citizen has ever seen. And there is no accountability, no explanation and no documents for review on the printing of ~80% of the money that has ever existed in the last 25 years. Bitcoin replaced this archaic and secretive system with public unalterable ledgers with perfect accountability, that self-audit every 10 minutes, viewable by every citizen 24/7, that no one can manipulate. These Bitcoin accounting rails are the best accounting technology the world has ever seen, and why $100,000 is early and cheap, $1,000,000 is next. 🚀🚀

Core Scientific new BOD $Corz Steve Smith Steve Smith ex-CEO of Equinix $Eqix (100B valuation) - Operated over 270 data centers - Across 6 continents - Led > 20 acquisitions The guy who turned Equinix into a global data center behemoth is now on the $CORZ board. 🚀🚀🚀

California almond farmers use 1.5 trillion gallons of water per year - 8x more than all US data centers combined. And golf courses use 500 billion gallons of water. This isn’t environmentalism; it’s propaganda. Are green fairways and almond exports more important than space exploration and cancer research?

Hyperscaler CapEx consensus estimates imply spending grows from roughly $380B in FY2025 to about $1.03T by FY2028, a 39.5% CAGR. $NVDA CEO Jensen Huang believes AI infrastructure spending could ultimately reach $4T by 2030, implying a much steeper trajectory beyond current consensus estimates. That would require spending to accelerate dramatically from FY2028 through FY2030 as demand for compute, networking, memory, storage, cooling, and power continues to surge. Of course, much of that investment would be funded by $AMZN, $MSFT, $GOOGL, and $META. Take a wild guess who the beneficiaries might be.

But @michaeljburry said AI servers have a 2-3 yr useful life, and hyperscalers using 5-6 yrs overstated earnings. Yet in 2026, 4-year-old $NVDA GPUs are still running and their rental prices just jumped 20%. Total clown call. 🤡 Short AI at your own risk

Data centers aren’t stealing your water. Even if the total water draw of data centers triples by 2030, they’d require just 8% of the water consumed by American golf courses. @dodgeblake interviewed @AndyMasley, the man who’s been debunking AI water doomerism. Full story 👇

"Everyone's making fun of these Koreans for being long memory stocks. But we're talking single-digit P/E multiples. It's probably going to last 2-3 more years. Triple digit growth." — @firstadopter "Layer that onto the fact that 4 years ago, all these memory companies saw their revenue get cut in half. So they didn't expand capacity. And it takes 3-4 years to expand capacity." "We're going to see mega pricing power. We haven't seen anything yet. These stocks are going to keep going higher, and their revenue rates are going to be astronomical."

The healthy LDL number has been quietly moving its own goalposts for forty years: - 1988: under 160 - 1993: under 130 - 2001: under 100 - 2004: under 70 for the high-risk - 2019: under 55 for the very-high-risk - Current trajectory: as low as possible, indefinitely The science did not change. The line did. Move the line down by 30 milligrams and you have invented millions of new patients overnight. Same arteries. Same people. Different number on the page. Blood that was healthy on Friday is a chronic condition on Monday. A diagnosis you can give to anyone is a prescription you can sell to anyone. The line is wherever the next prescription pad needs it to be.

Testosterone is made from cholesterol. Oestrogen is made from cholesterol. Cortisol is made from cholesterol. Vitamin D is made from cholesterol. Bile acids that digest fat are made from cholesterol. Progesterone, which sustains pregnancy, is made from cholesterol. Every cell membrane in your body contains cholesterol. Every nerve is insulated by myelin, which is largely cholesterol. Every memory you form requires cholesterol to build the synapse that holds it. Your brain is 60% fat, mostly cholesterol. Breast milk is rich in cholesterol because infant brains cannot develop without it. Nature, given the job of designing the perfect first food, put cholesterol in it. When you eat less of it, the liver makes more. Because the body knows it cannot function without it. We declared war on cholesterol in 1977. Testosterone in men has dropped 25%. Vitamin D deficiency is now endemic. One in three adults over fifty is on a statin lowering the cholesterol the body is desperately trying to maintain. Depression rates have tripled. Infertility rates have doubled. The war is going well.

Honestly, fuck almonds

@SamaHoole This is awesome

Activist: "Your cows are putting carbon into the atmosphere." Farmer: "Where did they get it?" Activist: "What?" Farmer: "The carbon. Where did the cow get it before it put it anywhere." Activist: "From... eating?" Farmer: "From eating grass. And where did the grass get it." Activist: "The soil?" Farmer: "The air. The grass pulled it out of the air last spring. The cow ate the grass. The cow breathed some of it back out. It went back into the air it came from." Activist: "But it's still going into the atmosphere." Farmer: "It's going back. There's a difference between a thing going somewhere and a thing going back. You've described a circle and you're frightened of it." Activist: "Then just don't have the cow." Farmer: "The grass still dies in autumn. It rots where it falls. The carbon goes back into the air either way, just without anyone getting fed in the middle." Activist: "It's not that simple." Farmer: "It's grass, cow, breath, grass. Or it's grass, rot, air, grass. Same circle, fewer dinners. If that's complicated for you I'd stay away from the water cycle. That one's got clouds in it."

Land is secured 🔒 Power is ramping up ⚡️ Construction teams are in place 👷 Muskogee is ready to scale to 1.5 GW ⬆️

When butter was demonised, Unilever sold margarine. When tallow was demonised, Procter and Gamble sold Crisco. When eggs were demonised, Kellogg's sold cereal. When red meat was demonised, Cargill sold soy. When raw milk was demonised, Nestle sold infant formula. When leather was demonised, BASF sold PVC. When wool was demonised, ExxonMobil sold polyester feedstock. When animal fat was demonised, the seed-oil industry grew from a niche product to the most consumed food ingredient on earth. Every demonisation of an animal product made a specific group of shareholders very rich. Every one of those products had been eaten by humans for thousands of years without incident. The science changed the moment a substitute existed to sell. Follow the money. The advice will start to make a lot more sense.

@TheChiefNerd 👏

🚨 Brad Gerstner Says We Need to Investigate Who is Funding Datacenter Activists “These are highly organized activists moving across the country to stir up trouble in the exact same way they did to stop all fission reactors being built 30 years ago in America. Now we have no nuclear reactors being built, and China's got 100 of them.”

The global AI server market will grow ~$2T in the next 4-6 years (without robots). That means we’ll need at least 35× more high-speed memory (HBM/DRAM) than currently exists, from a handful of memory companies that are already sold out. Long $DRAM $MRAM and almost all others.

@FletchBT youtube.com/watch?v=YTVnz6…

@DarinFeinstein What are you measuring?

@jameslavish @ElDoradoVegas @SeedOilScout 👏👏

@DarinFeinstein @ElDoradoVegas @SeedOilScout My go to for authentic Mexican in Las Vegas. 🤌

New Poll Best Mexican Restaurant in the State of Nevada. FinanceBuzz and Aol just ranked @ElDoradoVegas the best Mexican restaurant in the state. No seed oils @SeedOilScout Real tallow for the chips and frying. Organic and non-GMO ingredients. financebuzz.com/news/best-mexi…

A kid drew himself sleeping in bed between mom and dad and labeled it 'safe.' In Japan, this exact sleeping arrangement has a name. They call it 'the river.' Mother is one bank. Father is the other. The child between them is the water. Roughly 70% of Japanese mothers sleep this way with their kids, sometimes through the teenage years. The Western model of putting a kid alone in their own bedroom is barely 200 years old. For most of human history, in most cultures still alive today, kids slept beside their parents. James McKenna runs the Mother-Baby Behavioral Sleep Lab at Notre Dame. He spent decades watching what happens when parents and kids share a bed. The bodies sync up. Heart rates align with the parent's, breathing falls into the same rhythm, and by morning even sleep stages have started matching. The parent's body, in McKenna's words, acts as a kind of biological jumper cable for the child's. In 2013, researchers in the Netherlands tracked 193 babies through the first year of life. They measured cortisol, the brain's main stress hormone. Babies who had spent more weeks co-sleeping in the first six months produced less cortisol under stress at 12 months. Sleeping near a parent had rewired the kid's stress system to be calmer under pressure. Inside the kid's brain at night, the amygdala, the fear alarm, gets more sensitive as the body gets tired. Darkness makes it worse. A 2021 paper in PLoS One from Australian researchers showed that light directly suppresses amygdala activity. Lights off, alarm louder. The whole brain is wired to read 'alone in a dark room' as a threat. Now add a parent's body to that bed. The kid's nervous system reads warm body, breathing nearby, familiar smell. The threat alarm dials down. Two parents on either side dial it down twice. The drawing is the kid's brain calculating maximum safety: I am surrounded by the people who keep me alive, and nothing can reach me without going through them first. The arrangement in this drawing is what most of human history called 'sleeping.' Sleeping the kid alone in another room is a 200-year-old Western invention that we forgot was an invention. Every kid who has ever padded into your room at 3am and crawled into the middle of the bed is just trying to redraw the picture.

Today, Core Scientific announced a multi-tiered strategy to scale its Muskogee, Oklahoma campus to approximately 1.5 GW of gross power, or approximately 1 GW of leasable power. Read the full press release here: bit.ly/3PkIJnU

@novogratz @CoreWeave 👏👏

The lights are on at Helios. First data hall delivered to @CoreWeave. Our AI data center business is officially generating cash flow. This validates what we've known internally for a while. We have a strong team that can execute at a high level, even as many other data centers are expected to be delayed or canceled. We're just getting started.