Late Stage Capitalism

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Late Stage Capitalism

Late Stage Capitalism

@GlobalCollapse

Physician. 30yr investor. Jan 2026 Top 5: 1. IREN/IRE 2. APP/APPX 3. DGXX 4. DMGGF/DMGI 5. ZMDTF Honorable Mention: CIFR, BITF, TSM Longshots: MIGI TGEN

USA Katılım Eylül 2011
725 Takip Edilen5.7K Takipçiler
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Tim Hogan
Tim Hogan@timjhogan·
this is what a federal government completely controlled by Republicans looks like
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Ed Krassenstein
Ed Krassenstein@EdKrassen·
BREAKING: Republican Senator Kennedy just blamed Trump the government shutdown! "The Democrats have offered to open up everything but ICE. Ted Cruz and I said, ‘OK let’s accept their offer…’ Senator Thune submitted that to President Trump. As is his right, [Trump] said ‘No! No deals with the Democrats.’ It would have worked. We could have had TSA paid by the end of the week but the President said ‘no deal.’” This is the DONALD TRUMP SHUTDOWN! Even Republicans are acknowledging it.
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Axon by AppLovin
Axon by AppLovin@AxonAdsManager·
1/5. NEW: We’re rolling out automated video generation on Axon. 🧵
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The Poll Lady
The Poll Lady@ThePollLady·
People don’t fully realize how bad things are going to get for everyone. Israel and the U.S. (which denies involvement) struck Iran’s South Pars gas field. In response, Iran targeted Qatar’s North Field. These are two halves of the same reservoir the largest natural gas field on the planet. This single shared field spans about 9,700 km², roughly the size of Qatar itself, and contributes close to 20% of global LNG supply. It took decades and around $70 billion to build the infrastructure. And now, both sides of it have been hit. Even more concerning this field is only about 10% depleted. That means 90% of its gas is still underground. In simple terms, a huge portion of the world’s future energy supply has just become impossible to access. Roughly 35–50% of India’s LNG imports come from here. We are not talking about a short-term disruption. Damage at this scale could take years, possibly a decade, to fully recover from. And the bigger truth is, the global energy landscape may have just been permanently altered for the worse. From an energy perspective, this is dangerously close to a worst-case scenario. Rationing and energy export bans may start appearing in many countries soon. India could follow likely after upcoming state elections pass. Trump knows he messed up. You can believe his denial of involvement in hitting Iran’s South Pars if you want, but realistically, there is almost no chance a strike of this sensitivity happens without full visibility from U.S. Central Command. Operations in that region don’t happen in isolation. At this point, it looks like the U.S. has lost control of its own foreign policy direction. The greatest miscalculation for Trump may not have been the strike itself but allowing the situation to escalate into this war in the first place. He thought Iran, weakened by sanctions, internal pressure, and prior U.S.–Israeli strikes on its nuclear infrastructure, would quickly fold and unconditionally surrender after initial shocks, including high-level assassinations. But that assumption now looks flawed. Instead of collapse, Iran responds with escalation. That is why a bully like Trump is posting “NO MORE ATTACKS WILL BE MADE” But it will be extremely difficult for Iran to return to any meaningful dialogue with US since they have repeatedly shifted from negotiations to military action.
The Poll Lady tweet mediaThe Poll Lady tweet media
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Bloomberg
Bloomberg@business·
US auto safety regulators escalate an investigation of Tesla's partially automated driving system marketed as "Full-Self Driving" bloomberg.com/news/articles/…
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Josh Kale
Josh Kale@JoshKale·
Nobody understands how much of a disaster this Rivian <> Uber deal is Rivian lost $3.6 billion last year on 42k deliveries. That's $86,000 of value destruction PER VEHICLE that left their factory. Their solution? Partner with Uber to turn a $58K camping SUV into a robotaxi... to compete with Tesla's Cybercab... YIKES Every 12-18 months, this company finds a new partner to write a check: - Amazon: $1.3B equity + 100K van order - VW: $5.8B joint venture - US DOE: $6.6B loan - Uber: $1.25B robotaxi deal (today) The moment they announced the Uber deal, they admitted they're pushing back profitability AGAIN to fund an autonomy program that can't even handle stoplights. Tesla's Cybercab is purpose built at $25,000 with no steering wheel. The cost per mile math isn't even close. The Uber deal is to deploy 50,000 robotaxis by 2031. Slight problem: The car doesn't exist yet. The factory doesn't exist yet. The autonomy software doesn't exist. Manufacturing is HARD. good luck have fun
Josh Kale tweet mediaJosh Kale tweet media
Rivian@Rivian

A fleet of R2 Robotaxis is coming exclusively to @Uber. ⚡🌿 Today, we announced a partnership to help both companies accelerate their autonomous vehicle plans across 25 cities in the US, Canada and Europe by the end of 2031. rivn.co/uber

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Jon Brooks
Jon Brooks@jonbrooks·
We want builders to build starter homes at $200–250k so the next generation can actually... start. Instead, they sell $400–500k+ homes and call them “starter homes.” $3,190/month is NOT a starter home.
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retard mode ✞
retard mode ✞@retardmode·
why did you delete this tweet, piggy?
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Karoline Leavitt@PressSec

There are many false claims in this letter but let me address one specifically: that "Iran posed no imminent threat to our nation."   This is the same false claim that Democrats and some in the liberal media have been repeating over and over.   As President Trump has clearly and explicitly stated, he had strong and compelling evidence that Iran was going to attack the United States first.   This evidence was compiled from many sources and factors. President Trump would never make the decision to deploy military assets against a foreign adversary in a vacuum.   Iran is the world’s leading state sponsor of terrorism. The Iranian regime is evil. It proudly killed Americans, waged war against our country, and openly threatened us all the way up to the launch of Operation Epic Fury.   Iran was aggressively expanding their short-range ballistic missiles to combine with their naval assets to give themselves immunity – meaning they would have a degree of a capabilities that would give them immunity to hold us and the rest of the world hostage.   The regime aimed to use those ballistic missiles as a shield to continue achieving their ultimate goal – nuclear weapons.   The President, through his top negotiators, gave the regime every single possible opportunity to abandon this unacceptable course by permanently giving up their nuclear ambitions in exchange for sanctions relief, free nuclear fuel, and potential economic partnerships with our country.   But they would not say yes to peace because obtaining nuclear weapons was their fundamental goal.   President Trump ultimately made the determination that a joint attack with Israel would greatly reduce the risk to American lives that would come from a first strike by the terrorist Iranian regime and address this imminent threat to America’s national security interests.   All of this led to President Trump arriving at the determination that this military operation was necessary for U.S. national security, which is why he launched the massively successful Operation Epic Fury. The Commander-in-Chief determines what does and does not constitute a threat, because he is the one constitutionally empowered to do so - and because the American people went to the ballot box and entrusted him and him alone to make such final judgments. And finally, the absurd allegation that President Trump made this decision based on the influence of others, even foreign countries, is both insulting and laughable. President Trump has been remarkably consistent and has said for DECADES that Iran can NEVER possess a nuclear weapon. As someone who actually witnesses President Trump’s decision-making process on a daily basis, I can attest to the fact that he is always looking to do what’s in the best interest of the United States of America — period. America First.

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Adam Schwarz
Adam Schwarz@AdamJSchwarz·
Trump: "The President of the United States Gavin Newscum admitted that he has learning disabilities." Yes, he actually called @GavinNewsom the "President of the United States" while trying to insult his cognition.
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Disclose.tv
Disclose.tv@disclosetv·
JUST IN - Trump's Director of National Counterterrorism Kent resigns: "I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation, and it is clear that we started this war due to pressure from Israel and its powerful American lobby."
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McFly
McFly@ilzmcfly·
Remember when this guy started spewing bullshit about $IREN with his completely false bias take about $NBIS. Yeah I remember. Called him out.
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Brian Allen
Brian Allen@allenanalysis·
Speaker Johnson responded to Joe Kent’s resignation: “We all understood there was clearly an imminent threat. Iran was very close to nuclear capability. The president felt he had to strike first to prevent mass casualties.” Joe Kent was the Director of the National Counterterrorism Center. Assessing imminent threats was literally his job. He just resigned and said under his own name: Iran posed no imminent threat. Johnson said he doesn’t know where Kent is getting his information. Kent’s information came from the National Counterterrorism Center. Where is Johnson getting his? Mark Warner: no imminent threat. Chris Murphy: totally incoherent, classified briefing confirmed it. Joe Kent: resigned over it. Ted Cruz: the nuclear program wasn’t even part of the targeting campaign. The Speaker of the House just contradicted Trump’s own counterterrorism director, two US Senators with classified access, and the administration’s own targeting decisions. “I don’t know where Joe Kent is getting his information.” From his job, Speaker Johnson. From his job. Never stop connecting the dots.
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Late Stage Capitalism@GlobalCollapse·
@yianisz As $IREN learned from their first convertible note, they can become far more expensive than initially thought. I'm not a huge fan of convertible notes.
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Yiannis Zourmpanos
Yiannis Zourmpanos@yianisz·
The market is panic selling $NBIS again… but this is exactly where the misunderstanding is.. This convertible isn’t like $IREN's ATM and that difference is everything. $NBIS: 1. Raises $3.75B in convert debt 2. No immediate dilution 3. ~6% max dilution, only if stock is much higher 4. Tied to a $27B Meta contract $IREN: 1. $6B ATM equity 2. Dilution starts day one 3. Potentially 20–40%+ dilution 4. Sold at whatever price the market gives So while NBIS shareholders keep upside today, IREN shareholders are already paying for growth.
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krasko
krasko@krasko1199362·
@YungAds_ @GlobalCollapse @dreddie27 You're also spreading false information, since dgxx gets arms at cost. No impact on their bottom line apart from a lower stake in a subsidiary that may or may not be successful which dgxx no longer has to fund.
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Late Stage Capitalism
Late Stage Capitalism@GlobalCollapse·
Someone didn't really research what is going on. Essentially only the high review low margin manufacturing is being positioned off. The important high margin GPUaaS business is the main driver of shareholder value. I was worried when I saw the news but this is fine. $DGXX
Parabolic Runners@runners271851

$DGXX Hans is so smart. Co founder of USDC means he doesn’t have to deal with Michel and Alec.Took the best part of their company with him and gave them 50-70% which he can dilute and get them out even more.While Michel takes all that and gives it to employees. Shareholders sorry

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