@JessePeltan If it was only that easy, it would require so much capital and normal people will sue, they don't want to give up their land and all other messes. The nature and all that BS
English
The Financial Frontier
6.9K posts
The Financial Frontier
@FiFrontierX
Tensor One is the only cybersecurity platform specifically engineered to secure the Datacenter Layer and AI Compute Fabric. Tensor One ( Against All Odds)
United States of America Katılım Kasım 2022
212 Takip Edilen274 Takipçiler
Japan, please build the Shinkansen in Texas.
We will barbecue for you, give you cowboy boots, and take you to the gun range. ❤️🇯🇵
YIMBYLAND@YIMBYLAND
Texas would be UNSTOPPABLE if it connected all of its major cities by High Speed Rail. It’s time to buck up and build the damn Texas Triangle HSR already!
English
@TheKaasKorner @pearlythingz These women had massive amounts of hate for men. They don't think it's about gender they think it is about Race. It is a joke, Karen has been backstabbed white men. Black women were never on black men side.
English
@FiFrontierX @pearlythingz This is pretty much what many white women did during Jim Crow days.
Those who hated all men cleverly cloaked their hatred by redirecting the same towards black men.
KaasKorner@TheKaasKorner
@pearlythingz Many of the trad con female influencers are vicious man-haters that use a far-right cover just to cloak their hatred of men. They just redirect their hatred towards “non-white” men. But their true colours almost always come out in the end.
English
Women and black people don’t need protection because society protects them already
White men need to be protected
English
@Blueblur_23 Nah Let them rule the world in a better way, they said they had all the answers and men did a poor job at running every single aspect of society.
English
Men are struggling, women most affected. Every single time. Like clockwork! 🤣
Turns out, demonizing men for decades was not the wise choice. It was always empowering women as if society would prosper as a result while neglecting men… but not the case, is it?
Men do not like the trap of responsibility without authority.
English
The choice is yours, but I know what I will be doing. I don't even want to make my big Europe vacation because stocks are cheap.
The Kobeissi Letter@KobeissiLetter
US technology stocks have rarely ever been this cheap: The S&P 500 Information Technology index is now trading at just a 4% forward P/E premium to the S&P 500, the lowest since January 2019. This percentage has fallen -32 points since October 2025, one of the largest discounts on record. In other words, tech stocks are the cheapest relative to the broader market in 7 years. By comparison, the technology sector was ~47% more expensive than the S&P 500 at the June 2024 peak. Tech stocks are now on track to become cheaper than the S&P 500 for the 1st time since 2017. Is it time to buy tech?
English
Let's Change the way we think about our professions. A blue collar job mixed w/white collar is what? Gray Collar
Jawwwn@jawwwn_
Palantir Head of Defense @chairmang on welding: “The 16 year old doesn’t want to do shipbuilding the way their grandpa did.” “It’s more attractive for a younger generation to think about shipbuilding and welding as a high-tech, advanced enterprise.”
English
The Financial Frontier retweetledi
🚨 HYPERSCALER CAPEX HAS BROKEN THE FORECAST MODEL
$737 billion. That’s where hyperscaler AI capex lands in 2026, a 70% surge from what the street expected just months ago, and nearly 5x what these companies were spending in 2023.
Every name in this chart revised higher. Amazon $200B. Google $180B. Microsoft $162B. Meta $135B. Oracle $60B.
Macro volatility creates headlines. The hyperscalers are creating infrastructure. They are not pausing, they are not hedging, they are accelerating into uncertainty at a pace that makes prior estimates look embarrassing.
The demand signal has never been stronger, and the capital commitments backing it have never been larger.
$MSFT $GOOGL $AMZN $META $ORCL
English
The Financial Frontier retweetledi
AWS and NVIDIA just signed one of the largest cloud infrastructure deals ever made. 1 million chips. Deliveries starting now through end of 2027. Blackwell, Rubin, Groq-based inference silicon, Spectrum networking, the full stack. AWS built Trainium and Inferentia specifically to avoid this moment. Inference demand had other plans. $NVDA $AMZN
English
@aruvinchan a women give me a headache I'm dating is impossible. I just get ride off them to begin with
English
The Financial Frontier retweetledi
Wall Street is panicking over Big Tech spending $650 billion and Bill Ackman thinks they have it completely backwards.
There are two types of capital spending, they look the same on a balance sheet.
But one destroys your investment, the other multiplies it and most people cannot tell the difference.
The first type, a company tells you it costs twice as much just to keep things running.
No new customers or growth, just surviving at the current level and that stock should fall hard.
The second type is demand is growing so fast the company cannot keep up, they need to build more just to serve customers already at the door.
Meta is spending up to $135 billion this year, Google doubled its budget for the second year in a row.
Amazon committed $200 billion, the largest AI capital pledge in history and the market saw those numbers and sold.
Meanwhile, @BillAckman continues to buy these companies such as Meta and Amazon.
Because he asked the one question everyone else skipped.
Is this spending keeping the lights on or is it building new infrastructure because demand already exists and cannot be served fast enough?
Every dollar going out right now is not a cost, it is capacity being built for revenue that customers are already requesting.
The spending is the proof of the demand.
The crowd is reading the number while Ackman is reading the story behind the number and only one of them is going to be right.
English
The Financial Frontier retweetledi
🚨 JUST IN: In a huge move, Treasury Sec. Scott Bessent is about to launch a new anti-fraud program giving whistleblowers up to 30% of FINES levied against criminals stealing taxpayer dollars
The launch is set for as soon as MONDAY, per NYP
All hands on deck to DESTROY FRAUD 🔥
English
USA has been Winning for a long time.
WOLF@WOLF_Financial
Here’s how the largest economies in the world have changed over the last ~400 years
English
Life is not super easy but It can be.
Dividendology@dividendology
Most people in the world are living paycheck to paycheck.
English
How many cars did Tesla manufacture before Elon?
Do these idiots think they are smart?
Kick Clips 🎬@kick_clips
Iggy Azalea CRASHES OUT on Neon for calling Elon Musk a GENIUS 😳 “DON'T get me started...He didn’t make Tesla, he bought it. He has a bunch of terrible ideas… do I think he’s a genius? F--- no”
English
@drinkonsaturday Interesting but I really want to see the country and drive over all EU. May 2026 coming soon.
English
Lithuania has a notable gender imbalance: roughly 89-90 men per 100 women overall, with even starker shortages of prime-age "good suitors" due to emigration, higher male mortality, and demographics.
Women there often take direct initiative—no games, no endless texting, no chill. If they spot a quality guy (confident, stable, foreign), they pursue boldly: eye contact turns into approaches, numbers exchanged fast, dates locked in.
It's refreshing or intense, depending on your vibe. Baltic beauty + straightforward energy = memorable scenes in Vilnius bars or Old Town strolls.
Who’s coming with me?
🚫👁️Drinks on Saturday🇺🇸@drinkonsaturday
Either you’re intimidated by them, or seriously impressed. All depends on you.
English
@Landiinvests @BastianelliLore It's Fine, I don't take it personal. Respect to you for the "sorry". That was probably the first sorry I ever received on social media. Super mature of you.
English
@FiFrontierX @BastianelliLore I agree it was not necessary, Sorry.
English
$META is being sued because its products are too addictive.
Think about that for a second.
The bear case is user engagement collapses. The legal case is user engagement is so high it's a public health concern.
$115–135B in capex this year. $9T target by 2031. Being sued for being too good at what it does.
Weird time to be bearish.
English
@SMB_RealEstate Asset heavy equals easier financing, not too hard to figure out. Asset light equals less financing and higher multiple.
English
Everyone in ETA is fighting over HVAC, plumbing, and landscaping deals.
I bought shutter and shade manufacturing and installation business in Little River, SC, right on the coast between Myrtle Beach and Wilmington. Two years in, I think light manufacturing is the best category in SMB M&A.
Here’s why:
1. The moat is physical.
Anyone can start a pressure washing company next Monday. You can’t replicate a shutter factory. Equipment, tooling, 30 years of supplier relationships. That’s a real barrier, not one protected by brand or Google reviews alone
2. You own the product, not just the labor.
Home services sell hours. Tech calls out, revenue stops. We build a physical product in a factory and pair it with an install. Labor and install aren’t the sole revenue drivers but rather a complement to what we sell. Yes, HVAC and plumbing sell equipment too, but they’re reselling someone else’s product at someone else’s margin…
3. You capture the margin others give away.
Home services compete on labor pricing and our direct competitors resell products from other suppliers. We manufacture in-house, so the distributor markup that would normally go to a middleman stays with us. That’s structural margin baked into the model, and not margin you grind for on every job.
4. The multiple was lower.
HVAC and plumbing has been bid up to 5-6x+. Light manufacturing flies under the radar because most buyers want “asset light.” I bought two facilities and now own the real estate and real equipment at a price that wasn’t inflated by hype.
5. Demand is durable without being “recurring.”
Coastal Carolina is one of the fastest growing markets in the Southeast. New construction, renovations, storm damage. It’s not a subscription, but the baby boomer and young family migration tailwinds (to the Carolinas) isn’t stopping anytime soon.
Home services are great businesses.
But a manufacturer with an install component on a growing coastline is a better kept secret in this space. “Asset heavy” deters most but for us it’s an advantage.
English
@KarolineGosling Facts because most men are condition to be nice to women at all times. It is a culture enforcement. Plus women are smart and have seized control of the culture.
English
Women are much more mean to men than men are to women
English
@thejefflutz @alphafox I might have to try this method
English
@alphafox Yes but leaner cuts more regularly for breakfast, mix in a ribeye / tomahawk occasionally is fine
English
