Blue Moon

@nelkboys I will call it out. BS

@RapidResponse47 @WhiteHouse @POTUS Service jobs…McDonald…manufacturing jobs were lost

.@POTUS on the blockbuster April jobs report: "We have more people working today than we ever had working in this country. The job numbers today were incredible."

@WhiteHouse Found jobs at McDonald. Manufacturing jibes were lost !!!

Happy Mother's Day weekend to all, especially to the 115 THOUSAND AMERICANS who found jobs in the month of April alone!

@krassenstein @Joe_Covert Oil is reused all the time

@Joe_Covert Lithium can be recycled oil can’t

I might get hate for this too but I bought a Cybertruck. With a young family, safety was important and so is not polluting the atmosphere with $5 a gallon gasoline.

Still haunting, still beautiful after all these years.

@KawzInvests It appears they have a cure for cancer, if not wtf

$AAOI is my biggest position. Let me show you exactly why using their own words. On the Q4 earnings call, CEO Thompson Lin was asked about the $1B+ revenue guide for 2026. His response: "The demand is much, much bigger than $1 billion. That's the number we feel minimum 99% confident we can deliver." Then the CFO said this about the $378M monthly run rate target for mid-2027: "This revenue level is limited by our production capacity and supply chain — not market demand, which we believe is much larger." Read that again. The ceiling on this company is not customers. Not competition. Not pricing. Purely how fast they can build fabs. Now here's what nobody is modeling correctly. That $378M monthly number — $4.5B annualized — is not the ceiling. Management explicitly said customer demand exceeds even that figure. On capacity, here's the number that floored me: End of 2025: 90,000 units/month of 800G capacity. End of 2026 target: 500,000 units/month. 5.5x capacity increase in 12 months. Here's how that ramp actually plays out: - 800G firmware completes: mid-March - 800G volume ramp begins: Q2 2026 - 500,000 units/month online: end of 2026 - $378M monthly run rate: mid-2027 And here's the part the market is completely missing on capex efficiency: 800G and 1.6T are manufactured on the exact same production line. Every dollar $AAOI spends building 800G capacity is automatically 1.6T capacity. Competitors building separate lines are burning capital twice. $AAOI is not. Then on hard orders: "Within less than three months — $100M+ in 800G orders. $200M+ in 1.6T orders." From a company doing $134M in total quarterly revenue today. "It's not a demand issue" — said three separate times on the call. The question for $AAOI is not whether demand exists. That's been answered. The question is purely execution. And they just committed $300M to triple their laser manufacturing capacity in Texas to answer it. Full breakdown + DCF on my Substack(Link in Bio + Below)

Fascism

@CollinRugg No , not spot on, he and all those criminals should be prosecuted. That is then spot on

NEW: Rep. Anna Paulina Luna calls for the pardon of the special forces soldier who made $400,000 betting on the capture of Maduro. “Unless the DOJ plans on going after all the crooks in congress currently insider trading, this is simply skewed justice.” “There is no "justice" when guys like this get the book thrown at him yet members are illegally profiting every day…” Spot on.

Donald Trump has never read a book. Back in the late 80’s when this interview aired, he was too busy partying & raping kids with Epstein.

🇨🇦 Every Canadian should read this twice: 🇨🇦 Canada ranks .. 🥇 1st in uranium 🥇 1st in potash 🥈 2nd in nickel 🥉 3rd in oil 🏅 5th in gold 💧 1st in freshwater Countries start wars for LESS than this. And somehow we are told we’re too poor to cut taxes, too broke to build homes, too weak to compete, too small to matter. It took historic levels of incompetence and ideological sabotage to bury a country this blessed. Imagine where Canada would be if we were actually allowed to win. However we are poorer than Alabama, the poorest US state ! 🇺🇸🚩 #cdnpoli #Canada #Future #Resources #Economy #Energy #Mining #Prosperity #LIB2026

Here's what Marilyn Gladu says she thinks of Mark Carney: She says Carney is responsible for the economic mess that we're in, has terrible judgement, and can't be trusted at all. And yet just today, she crossed the floor to the Liberals. You can't even make this up..

MPs just took a pay raise between $7,900 and $15,800. New salaries: Backbench MP = $217,700 Minister = $321,300 Prime Minister = $435,400 This was their 14th annual pay raise in a row. 80% of Canadians opposed the raise. Just 1 MP publicly opposed the raise.

Trump: "I'm polling higher than anybody has ever polled in Venezuela. So after I'm finished with this I can got to Venezuela. I will quickly learn Spanish. It won't take long. I'm good at language. I will go to Venezuela. I'm going to run for president."

Trump never tells the truth‼️ I believe Brennan over ANY of the administration !!!!

The US doesn't have allies anymore because they DO NOT trust Trump‼️

🛢️The oil crisis explained … the worst is yet to come, due to the speed of oil tankers. The ones from February are partly still sailing …

This is the best advertisement I’ve ever seen.

One of the simplest explanations of inflation I've ever seen:

I think Canada should just randomly select a Canadian taxpayer and give them $11.5 million dollars instead of Feminist Inclusive Climate Action in Tunisia. Just make it like a lottery. It’ll be fun.