Tor_G ⚡️

RT @KobeissiLetter: BREAKING: Berkshire Hathaway announces its cash balance is now up to a record $380 billion. The company sold a net -$8…

DID YOU KNOW THAT THESE EVIL SERPENTS IN 1913 - THE ROCKEFELLERS BOUGHT EVERY HERBAL HOMEOPATHIC SCHOOL IN AMERICA THEN CLOSED THEM ALL BY 1925! Source: DarknessToLight

BRO WTF 🤬 The dog clocks the gunman right away and follows the shooter into another room twice. The dumb ass guard just walks away. 1/2 a second later the shooter runs out of the same room with a rifle in his hand.

JUST IN: 🇺🇸 US national debt surpasses size of the entire United States GDP for first time since World War II.

THIS COULD BE THE LARGEST ASSET BUBBLE IN HUMAN HISTORY. Semiconductors now make up 14% of the entire US stock market. That is double the dot-com peak of 7% in 2000. During the dot-com bubble, chip stocks hit 7% of total market cap and then crashed 80% over the next two years. It took 20 years to get back to that level. In 2020 semiconductors were at 4%. Then AI happened. The weighting went from 4% to 14% in just 5 years. Nvidia alone is now worth $5 trillion. The last time one sector got this dominant relative to history it did not end well. Either AI demand is real enough to justify this or we are watching the biggest concentration of market cap in a single sector since 2000.

This is the most OUTRAGEOUS deal I've seen in my 45 years on Wall Street. SpaceX just disclosed Musk's new compensation package: He gets up to 200 million super-voting shares if SpaceX hits a $7.5 trillion valuation, establishes a permanent human settlement of at least ONE MILLION people on Mars, and deploys roughly 100 terawatts of space-based computing power. Let me put the 100 terawatts in perspective: The entire electricity generation capacity of the United States is around 1.2 terawatts. The comp plan asks Musk to build more than 80x America's entire power grid... in orbit. This is a science fiction screenplay that somehow landed in front of the SEC. But here's why it actually matters for your portfolio... The S-1 reportedly claims a $28.5 trillion total addressable market, with over 90 percent attributed to AI. CapeFearAdvisors flagged this one cleanly: when Palantir went public, it disclosed a $119 billion TAM and the SEC reviewed and accepted it. SpaceX is claiming a market roughly 240x BIGGER. Now let's talk about what is actually being sold here: Reported 2025 revenue is approximately $15.5 billion. Starlink delivers around $11 billion of that with healthy margins, and the launch business is genuinely dominant. The problem is xAI - the AI piece doing all the heavy lifting in the trillion-dollar valuation pitch. xAI generated just $210 million of revenue in the first 3 quarters of 2025 while burning through $9.5 billion in cash. Ben Brey and Rupert Mitchell - a former Fidelity portfolio manager and a former head of equity capital markets at Goldman and Citi between them - ran a serious discounted cash flow on the actual operating businesses and arrived at roughly $400 billion. Lawrence Fossi covered their work recently and the math holds up. The IPO is being marketed at $1.75 TRILLION. The gap between what these businesses support and what Musk is asking the public to pay is roughly $1.35 trillion of pure narrative. Then layer on what we just learned last week... The New York Times investigation revealed Musk personally borrowed $500 million from SpaceX between 2018 and 2020 at rates as low as 1%, while bank prime rates sat around 5%. The same SpaceX has been used to bail out SolarCity, prop up Tesla during cash crunches, and absorb xAI when the AI losses became unmanageable. This is the same playbook he's run for two decades. Use a privately controlled entity as a personal piggy bank, and when the bills come due, find new investors to absorb the losses. The IPO is structured to keep that game going FOREVER. The Texas reincorporation strips away Delaware's fiduciary protections. Controlled-company status on the Nasdaq eliminates independent board requirements. And retail is being offered up to 30% of the offering (3x the normal allocation) because the institutions who actually do the math are quietly stepping away. Here is the part that finishes the case for me: Roughly $40 billion of the IPO proceeds are already spoken for before a single dollar reaches operations. About $23 billion retires SpaceX debt. Another $17 billion retires the high-interest debt sitting on xAI and X. This raise is not funding the future. It's just plugging existing holes that retail investors will now own. In my 45 years I've never seen a deal where the comp hurdle is colonizing another planet. I've never seen a disclosed TAM that exceeds verified comparables by two orders of magnitude. I've never seen a company asking the public to fund the retirement of debt incurred by separate private entities controlled by the same individual. Every red flag I've watched precede a major bust over four decades is sitting in this prospectus, in plain sight. The Tesla mispricing is being repeated on a far larger scale. And this time the bag is being handed directly to retail. Don't be the one holding it.

Sheer insanity. Amazon, Google, Microsoft, and Meta collectively are spending more money than the Manhattan Project *every single month*. More than 12x the Manhattan Project every year. And what they have got to show for it? None are making major profits on AI; none has a technical moat; a massive price war is inevitable. And few of their customers are seeing major returns on investment. Greatest capital misallocation in history.

TREASON The FBI investigated the Clinton Foundation for BRIBERY, money laundering AND pay-to-play… Senator Grassley just released the buried 2016 files. They knew. They covered it up. The Clintons sold out America. PROSECUTE THEM ALL

MICROSOFT CAN ERASE YOUR ENTIRE COMPUTER! A man is going viral after exposing what millions of Windows users are just now realizing about Bill Gates’ Microsoft. "I think they should have to go to jail for this." Windows updates quietly turn on OneDrive without a plain English warning. Your files don’t get “backed up.” They get moved. Your computer becomes a temporary access point. Microsoft’s servers become the primary copy. Then the trap snaps shut. People report: • Family photos gone • Work files wiped • Years of data erased • Clean desktops with no warning • A little icon asking: “Where are my files?” Many thought it was ransomware. It wasn’t. Turning OneDrive off can delete everything locally. Deleting files to “free up space” deletes them everywhere. The only way out? A buried menu… or a YouTube tutorial. Nowhere does it clearly say: “We are transferring your entire computer to our servers.” Millions clicked “Update” without knowing this was included. If a company can silently take control of your files and delete them with one wrong click - how is this not malware?

Buying power of $100 over 90 years: 1936: $100 1946: $71.28 1956: $51.10 1966: $42.90 1976: $24.43 1986: $12.68 1996: $8.86 2006: $6.89 2016: $5.79 2026: $4.21

🚨 BREAKING SPECIAL REPORT: For the First Time Ever, the COVID Jabs Are Called Bioweapons in Court! WHAT WAS CALLED “CONSPIRACY” IS NOW EVIDENCE IN COURT! [VIDEO] 🚨Historic Dutch court case labels COVID-19 mRNA shots as military bioweapons. Dr. Francis Boyle’s final testimony shakes the global narrative. 🚨 THEY SAID IT WAS A CONSPIRACY. NOW IT’S EVIDENCE IN COURT — COVID = BIOWEAPON! 👉 FULL STORY: amg-news.com/breaking-speci… 📢 Join Telegram: t.me/AMGNEWS2022 🌐 Real stories. True journalism: amg-news.com

Sen. Ron Johnson: “This is a PROFOUND revelation… The US FDA now admits COVID-19 vaccines KILLED American children.” Healthy kids — virtually ZERO risk from COVID — were FORCED by Biden mandates into lethal shots. Leaked FDA memo on child deaths: regulators confess their actions “we have harmed more children than we saved.” They KNEW the risks. They HID the signals. They MANDATED the deaths anyway. Mass murder by mandate. Where is the justice?

The idea that Tesla is alone in the race to develop end-to-end vision system for self-driving and delivering into consumer vehicles is officially dead. Like dead, dead. I tested Xpeng's VLA 2.0 in the streets of Beijing, and it is comparable to my experience of daily driving Tesla FSD v14. Xpeng is not charging $100 a month to drive this. It is inlcuded in its higher-trim vehicles and it already caught the attention of Volkswagen, which is going to integrate into its own vehicles - something Tesla hasn't been able to do despite trying. You can watch the full 40-minute drive on @ElectrekCo

Ed Dowd, former portfolio manager at BlackRock: The COVID vaccines "were designed to take care of a pension problem with the boomers, and then bring in 10 to 15 million younger, mostly male folks as replacement population." "If I was going to want to take care of a debt problem and inflate the economy, I would do exactly what's happened.".

One tweet can’t fit all the scams of MasterScammerMusk: FSD coming Next Year™ every year for the past decade 2019 Teslas have "all the hardware necessary for full self-driving A million Tesla robotaxis by 2020, earning Tesla owners $30k per year 2019 Model 3s appreciating to $200K Tesla robotaxis serving half the US population by 2026 Crewed missions to Mars by 2022 A million people on Mars Solving LA traffic with tunnels 700mph hyperloops in major cities Solar Roofs Solar powered Superchargers Million mile battery packs $40k Cybertruck Brain chips to reverse paralysis and cure the blind Optimus solving poverty and giving everyone everything they want $150k Tesla Semi by 2019 Roadster 2 Robovan Doge saving $2 trillion AGI by 2025 And funniest of all: a $25k Tesla!

Now we know why Tesla is putting the supervisors back in the driver's seat: to stop its "Robotaxis" running red lights:

JUST IN: Michael Saylor just said "Private credit is illiquid and opaque. We just saw private credit markets melting down." "Digital credit is liquid, transparent and accessible to everybody. $3.5 trillion wants to invest in that." The rotation hasn't started yet. 🔁🚀

REMINDER - Everyone who has built a free energy device has been killed.

Some 40% of auto loans are now underwater, a historical high. This problem traces to the lockdowns of 2020 which restricted supply and caused a huge price increase. Buyers took on more debt than they could handle and now face trade-in valuations that are far less than loan equity. wsj.com/business/autos…

The printing press is on fire. 🖨️🔥 Canada’s money printing surged 32% YoY: •This year: $25.5B •Last year: $19.3B More "money" = less value. That’s why your cost of living is in a death spiral. 🇨🇦📉