Jake

@bundeskanzler Bend the knee bitch.

The United States is and will remain Germany‘s most important partner in the North Atlantic Alliance. We share a common goal: Iran must not be allowed to acquire nuclear weapons.

@SamaHoole They also have very few black people.

Japan: longest life expectancy on the planet (around 85 years). Plant-based advocates: "See? Rice and vegetables!" Japan's actual diet: Seafood: by far the most consumed animal protein, around 45-50kg per capita annually Pork: the most consumed land meat Chicken: a close second Beef: expensive but eaten regularly, and prized Eggs: among the highest per-capita consumption on Earth, often raw on rice Dashi (fish stock): the base of nearly every savoury dish on the table Roughly half of Japanese protein comes from animal sources. Their longevity gets pinned on the rice. Meanwhile they're eating fish at almost every meal, drowning their vegetables in fish stock, cracking eggs into breakfast, and treating beef like a luxury good worth saving up for. The fish is the meal. The rice is there to mop up the dashi. Acknowledging any of this would mean admitting that the longest-lived population on Earth eats half its protein from animals. And that conclusion doesn't fit the pamphlet. So they point at the rice. Hope nobody asks what's on top of it.

The Strait of Hormuz is not an international water way. This is a common misconception, but it belongs to Iran and Oman exclusively.

@ryQuant @banks_jh @28delayslater Um...I buy shit all the time on EBAY.

@banks_jh @28delayslater GME has been a clown show for the Cohen era, yet still not as bad as $NAKA. EBAY is arguably one of the worst acquisitions to make. An old unheard of online retailer which will *inevitably* be crushed by DoorDash for goods in <1 hr. At best EBAY is a niche marketplace.

We will all have $10T net worth with universal high income

@TimHannan Have a look at your timeline for true mental illness. Fuck you. 👍👍

This is a mental illness.

@felixprehn Imagine investing in this shit instead of semiconductors. 😹😹

At one Los Angeles hospice last year, 97 percent of the terminal patients survived. That is not a typo. The hospice was paid by Medicare to keep people who were within six months of dying alive and comfortable until they died. The patients were not dying. The hospice was billing Medicare $200 a day for hospice care on people with arthritis, diabetes, and mild dementia. The federal prosecutors who finally caught them call the operation Never Say Die. 15 people were just charged across nine separate investigations in Southern California. The combined size of the schemes is $60 million in stolen Medicare money. A separate California case charged 21 people with a $267 million scheme. This is a national pattern. Private equity firms accounted for 18 of the 23 hospice acquisitions in the fourth quarter of 2021. They bought hospices the way they bought hospitals. Same financial engineering. Same debt loaded on the operator. Same management fees pulled out the top. Hospice is uniquely vulnerable because Medicare pays per day, not per service. The fraudulent operator goes looking for elderly people who are not actually dying. Nursing home residents with manageable chronic conditions. Diabetics. Arthritis patients. Mild dementia in early stages. The operator certifies they have less than six months to live. The certifying doctor is paid a kickback for every signature. The patient is enrolled. Medicare starts the per-day payment. Sometimes the patient is told to stop their medications because they are "comfort care now." Some of them then actually die. The ones who do not are quietly discharged before the audit and re-enrolled at a different hospice run by the same operator. A 76-year-old woman in Los Angeles was enrolled in three different hospices in two years. None of them treated her. None of them paid for her medication. All three of them billed Medicare. She is still alive. She lost two years of curative treatment. Medicare lost $60 million in just the Operation Never Say Die ring. The House Oversight Committee opened a formal investigation. CMS published a proposed rule for FY 2027 trying to rein in the fraud. The fraud is still happening today. HOW TO MAKE MONEY FROM THIS: 1. Long Encompass Health (EHC). Largest publicly traded post-acute and home health operator. Audited. Profitable. Capacity to absorb the legitimate demand as fraudulent operators get shut down. 2. Long Amedisys (AMED). Public home health and hospice operator. Acquisition target. Already in active merger discussions with regulated buyers. 3. Long Welltower (WELL) and Ventas (VTR). Healthcare REITs that own the buildings. They collect rent regardless of which operator runs the facility. Aging population is an arithmetic certainty. 4. Long Idexx Laboratories (IDXX) and Quest Diagnostics (DGX). Every CMS audit cycle drives demand for outside lab work, blood draws, and bona fide testing. They are the picks and shovels of compliance. 5. Long Burford Capital (BUR) for litigation finance. The False Claims Act whistleblower cases against fraudulent hospice operators pay 15 to 30 percent recovery to the funder. Pipeline is the next decade of these cases. I'm hosting a once-in-a-lifetime free webinar where I go over the exact things I know as a former banker and world class investor. 100 percent free to join. Sign up at felixfriends.org/live Link is also in my comments. (some old man with arthritis just got enrolled in hospice in los angeles. they told his daughter he had six months. he stopped his blood pressure pills because the hospice nurse said they weren't necessary anymore. eight months later he was still alive. nobody from the hospice called. medicare paid them every single day. then the audit hit. they discharged him alive and signed him up at the hospice across the street.)

@ewarren U R A K U N t

The Big Four airlines (American, Delta, Southwest, United) control 75% of the U.S. market. Fewer choices = higher prices for you.

@charliebcurran OMFG LOLz

Marco Rubio finding out he has to run Spirit Airlines now too.

@TedPillows You lost all your money on LUNA?? Did you at least get a gas ass wolf Tattoo like Mike ?? 😹😹😭😭

Why does this always remind me of the whole Do Kwon UST situation where I lost all my money? 11,5%?

@CitronResearch HO LEE FUK you guys are retarded. 👍👍👍 Great call!! 😹😹

Citron is Short $SNDK — They Don't Ring a Bell at the Top We don't need Anthropic to announce they're making NAND. Samsung is already the 800-pound gorilla, and they've been running this playbook for 30 years. While TV pundits pound the table herding retail into cattle cars, Western Digital, the long time investor, sold a significant portion of its holdings days ago, 25% lower. Ask yourself why. Because they know the cycle is approaching a peak, and they're not waiting for the bell. The market is pricing SanDisk like it's $NVDA. There's one problem: NVIDIA has a moat. SanDisk sells a commodity. We've seen this movie before 2008, 2012, 2018. It's never different this time. Memory is a cycle, and cycles peak. Samsung has a 30-year history of choosing market share over margins. They wait for pure-plays like SanDisk to get comfortable at 50% gross margins, then flip the switch. But this time it's worse. Every $SNDK bull should read attached article Samsung just told the world they won't sell anything under 50% margins and they're moving their best chips into the same premium SSD market SanDisk calls home. They're not just the capacity gorilla anymore. They're going after SanDisk's best customers with cheaper, newer technology. And the only thing keeping supply tight right now? Samsung's temporary yield problems in another product line. That bottleneck has an expiration date. With double the capacity of the 2018 peak waiting in the wings, this "shortage" is a supply mirage that can vanish in a single earnings call. Hockey shout-out: Shorting $SNDK is skating to where the puck is going. By the time the cycle normalizes, this stock will already be much lower. technetbooks.com/2026/02/samsun…

@BreannaMorello @zerohedge WORLDSTAR!!

Never forget what Senator Elizabeth Warren took from us! R.I.P Spirit Airlines.

@ChrisMMillas I will bring the hookers and cocaine...👍👍

If/When $MSTR hits $5,000 a share, I may throw a $5K party and you’re all invited — even the bears, because I’m such a nice guy. Bookmark this.

@KobeissiLetter Are you telling me their ghetto ass passengers can't afford an extra 75 dollars in fuel surcharge?? I'm shocked. I'M SHOCKED!!

BREAKING: Spirit Airlines' attempt to emerge from bankruptcy was derailed by surging jet fuel prices amid the Iran War. Spirit is now spending an additional $10 million to $15 million on fuel per week as a result of the war.

@zerohedge US memory for the win.

Retail piling into MU and SNDK. Other memory stocks still up for grabs

@KobeissiLetter GTFOH!!

BREAKING: GameStop, $GME, is preparing to make an offer to acquire eBay, per WSJ.

@FurkanGozukara You are a delusional man and you post too much.

Famous author Fran Lebowitz brilliantly compares Bitcoin to high school Algebra. She hilariously exposes how both are completely incomprehensible and utterly useless for everyday adult life. A perfect takedown of the crypto obsession!

@MTanguma How does It feel to be gayer than NIC CARTER??

Why 'Digital Credit' is weaker than buyers are told. A five-layer look at its foundational flaws. There has been a bunch of great feedback from clients, prospective clients, and execs across the industry regarding the analysis done this week covering 'Digital Credit'. TLDR: stay humble and stack sats Awesome work from @GlennOnrampBTC , @BackslashBTC, and the entire @OnrampBitcoin team in providing a signal in an industry full of noise. If interested in reviewing, all the links are below:

@DOWResponse @SecWar God damn that fucking KUNT.

.@SECWAR "What I give, what you give, what others give—I’m not looking for money. I don’t do it for money. I don’t do it for profit. I don’t do it for stocks, and that’s part of the reason I’m able to be effective in this job. BECAUSE NO ONE OWNS ME. NO ONE OWNS THIS DEPARTMENT. NO ONE OWNS THIS PRESIDENT."

@BTCtreasuries YAWN.

BREAKING: XXI CEO Jack Mallers just announced plans to build a #Bitcoin conglomerate $XXI is acquiring Strike for financial services, Elektron for mining, securitizing cash flows in capital markets, and pursuing M&A of BTC companies "We don't just buy Bitcoin. We produce it."🔥

@MasonVersluis Imagine following you for any kind of alpha. 😹😹

Fuck crypto to be honest man Filled with disgusting pieces of shit