InfiniteReturns

@christopherrufo Insanity

SCOOP: California is pressuring public utilities to award $633 million in special contracts to "LGBT-owned" firms. To qualify, residents must go through the state's official gay-certification program—and face up to a year in jail if they're not gay enough. city-journal.org/article/califo…

@wolfejosh How are so many young people being brainwashed by this Palestine movement?

lol. the kaffiyehs and Palestine flags. Hateful Anti-American losers

@RoKhanna This is also the most anti American thing there could be. What has happened to the Democratic Party? Losing their minds.

Brad, a 5% tax on Elon's trillion net worth would literally pay for free college and trade school for every American. And with the market's growth, he still would be worth over a trillion dollars! You don't think that's worth it?

@RoKhanna Our country has nearly $40T in debt and growing. If you pay off $1T with everything Elon has how can everyone get free stuff if we still have $39T in debt left?

@GavinNewsom Democrat party going full communist

Americans are struggling to pay for groceries and gas while Elon Musk becomes a TRILLIONAIRE. When the federal government is for sale, the rich get richer and everyone else gets shafted. The system is rigged.

@zerohedge @dennisihong Shocking news

*SENATOR WARREN SEEKS SEC REVIEW OF SPACEX IPO uhm...

@Elex_Michaelson @spencerpratt 100%

.@spencerpratt’s campaign gave voice to real anger in L.A. People are hurting & feel unheard. The Palisades Fire. Homelessness. Politicians would be wise to listen & adjust course. Not mock the pain.

@SarahLongwell25 Both parties do that

What a rotten, braindead party that requires all of its members to tell the same absurd, destructive lie to the American people.

@tomselliott @ForecasterEnten Bass and Raman have the same policies. They both win if they shut Pratt out.

CNN's @ForecasterEnten on claims the LA mayoral race is rigged: "This is the dumbest conspiracy theory I have ever heard, because the Democratic establishment & Karen Bass wanted Spencer Pratt in the runoff."

@dalibali2 When you diversify enough shitcos into a single entity it gets a AAA rating

I guess we don’t need a shitco index anymore

@RealJimChanos @dampedspring So you’re saying buy the dip after IPO?

This isn’t even remotely true. $AMZN went public in 1997 at a $450M valuation, or 3x revenues. $GOOGL went public in 2004 at a $23B valuation and at 7x revenues. $META had a $104B valuation in 2012 at 20x revenues(and immediately sold off almost 50%). SpaceX dwarfs these numbers.

@NathanJRobinson Do you just ignore all the countries in the Middle East who are religiously at war with them? How can you just focus on one side?

every headline about Israel makes clear that it's a rogue state

What a shocker

@827js Letting someone like this into society is nuts

BREAKING: Father says he ‘WILL K*LL’ the man who broke into his Kentucky home and st*bbed his six-year-old boy to death after he was released from prison having served just half his sentence. The boy’s father says, “I’ve had my talks with God… I told the court if I ever cross paths with him, I will k*ll the man — I will k*ll him where he stands.” Ronald Exantus, 42, was released early from prison for good behavior He m*rdered Logan Tipton and severely injured his father and two young sisters. Exantus entered the home through an unlocked door on the night of December 6, 2015 Logan was st*bbed repeatedly in the head so forcefully that the knife blade bent. Exantus was sentenced to 20 years in 2018 after being found not guilty by reason of insanity for the m*rder and guilty but mentally ill on the assault charges.

@dougboneparth Should have probably kept bombing them and not stopped

The proposed US-Iran peace deal has a $300 billion reconstruction fund for Iran. So, we spend $70 billion bombing them to spend $300 billion to rebuild them. All we have to do now is raise taxes.

@Osint613 Or until Iran is destroyed

NEW: IRGC says the Middle East will not see peace until Israel is destroyed.

@siyul @BillAckman Looks like they talked to a lot of lower level roles. Maybe needed a bigger sample size if they couldn’t talk to senior leaders who know more about the whole picture.

A spicy investing take 🔥 Pershing Square Challenge Winner 2026: $DASH It’s earnest work, and I respect the effort. PS challenge is super-competitive; you need extraordinary work to stand out. I got it. But 90 expert calls to build an investment thesis? At what point were you still debating the merits of $DASH vs “no matter what the next expert says, we’re set to this pick, we just need to hit 90.”? Be honest… That's a problem with competition winners: they are built to win a competition and try so hard that they deviate from delivering great investment. Bill, what do you think?

@evrgn11112231 @GavinSBaker Do you know anyone who uses threads?

Gone for a few days and… Did I resurrect / provoke @GavinSBaker who is now spitting fire and roasting people in comments all over the place on here lmao 🔥🔥 lol at people freaking out about (or downplaying) $META ’s $RDDT knock off… this is just the beginning (infinite apps thesis inning one)… for those saying “threads was a failure” don’t look now but it’s not? #5 most downloaded app in app store today. The Forum app from Meta is cool but the best part is the “ask” tab which is an ai chatbot that specifically only pulls from the Groups community and can be / likely will be a very interesting standalone chatbot app (AI answers but only summarizing and linking answers given by real people over decades). the Forum app should default to grant you the option for posting under an avatar though vs your real name if the goal is to drive a real engagement step change (same thing should be upfront in threads). re Meta layoffs - the handwringing and entitlement by people on here in the tech ecosystem about this is quite insane… very out of touch group. separately but related - under discussed yet but very interesting phenomenon is Meta’s decision to move 7k engineers to exclusively focus now on AI products and data labeling. Not only are we going to have a workforce greater than the size of anthropic and OAI exclusively focused on building capabilities at scale that no one else really can, but will also get a lot of cheap / forced attrition from toxic employees who think they are too good for this kind of work. Google i/o was super lame and confirmed my views on their inability to ship and that the race to win in consumer / agentic AI has been won (by meta) before it even started I bought a software stock this week. anyone who has followed me on here or known me irl should know how big of a deal that is as i’ve long hated the space broadly. put me officially in the software bull camp now though as my exposure is now larger than my semi exposure. any guess what i bought? will tell in time have work to do first. what else did i miss?

@Budgetdog_ If you do an 10+ hr night flight it’s worth it for the sleep in my opinion

I’ve never flown first class and I really don’t see the appeal. It doesn’t even look much different. I’m not going to eat/drink on the plane anyway. There’s a bit more leg room which is certainly somewhat appealing but not the difference of first class and economy appealing. What am I missing?

@michaeljburry How does that solve the environmental concerns