Grimsby

@BuckSexton Hahahahahaha - spot on

Going to be hilarious when this guy launches "the Pelley Pod" and goes from making millions to $12.75 a month from his dozens of listeners

@megynkelly Watch this @megynkelly video about 60 mins & Bari Weiss. Megyn says her thing, and then her colleague Emily Jashinskey , correctly contradicts her. Megyn is becoming an ass. youtu.be/aykpFNNl534?si…

“Dear Mr. Pelley: You’re fired, effective immediately” would have been far more impactful and less needy.

$GOOGL is now sitting over $275B in unrealized gains from its investments in Anthropic and SpaceX. Both are expected to go public this year in what will be two of the biggest IPOs in history.

@shellenberger Woo hoo - what a self-important a#s!

CBS has fired “60 Minutes” correspondent Scott Pelley, and rightly so. He betrayed journalistic principles in platforming debunked science, in being closed-minded and dogmatic, and in behaving like a pompous ass. Good riddance.

@ScroogeCap So investors r increasingly concerned w/ the credit situation in $GOOGL . They will now take equity positions that r JUNIOR to the IG bonds?

Oppenheimer brings out an interesting point here. If $GOOGL that prints massive FCF is tapping equity markets for $80B it's because credit is drying up. The private credit canary in the coal mine just died. The fact that their raise includes a massive $40B ATM and a $10B private placement to Berkshire Hathaway shows exactly how desperate the hunt for liquidity is becoming. So who else is very exposed to the credit markets? $ORCL would be the first to come in mind, right? Name has rallied a ton here and suddenly looks like all the financing issues they have are forgotten. Their debt to equity is still over 5x. $META is relentless in irrational spending. This might force Zucc to reevaluate his options here? Upgraded by Arete today btw. Who needs to borrow a ton to keep the lights on? $EQIX and $DLR come to mind, 200MW datacenter costs 8 billion, certainly a hefty amount. But the biggest one of them all is none other than $CRWV, that rallied on $DELL yesterday, yet carries $21B of debt, including $8.5B delayed-draw term loan backed by GPUs.

BREAKING: The US technology sector has rallied +42% over the last 2 months, the largest 2-month gain in 24 years. This also marks the 2nd-strongest rally this century, surpassing even the +40% gain seen during the 2000 Dot-Com Bubble. The surge has been largely fueled by chip stocks, with the Semiconductor Index, $SOX, rising +66% over the same period. By comparison, the S&P 500 is up +16% while the Dow is up +10% over the same time period. Meanwhile, the S&P 500 is up +20% since the March 30th low, with the top 10 stocks contributing ~65% of the index's gains. Half of the top 10 contributors were semiconductor stocks. The AI trade is hotter than ever.

$SIVE & GlobalFoundries $GFS have a partnership since 2021. It's even in the annual reports. This is literally just another press release pump for a "development partnership." Remember, Ayar Labs development partnership was announced in 2023...and still no volume by now...

@RealJamesWoods They cheated in NJ!

But will he win by a big enough margin to beat the cheat? Democrats learned their lesson in the past two presidential elections. They cheated in Philadelphia in such massive margins, it would’ve been embarrassing any place other than, well, Philadelphia. They didn’t care how embarrassing it was, however, even though Joe Biden “won” by a margin that was obviously fraudulent. The lapdog media swept the cheating under the rug, and we were stuck with an autopen presidency for four years. They got cocky and didn’t cheat enough in 2024 to beat the Trump landslide, and they’ll never let that happen again. They will unabashedly cheat by whatever it takes. This is why John Thune’s betrayal of all Americans by refusing to pass the Save Act was one of the most egregious acts of treachery in modern American history. Anyway let’s hope Spencer Pratt wins by a margin that is simply “too big to rig.”

@softmaxedx @aleabitoreddit !!!!!

While we celebrate $SIVE's move today, I want to say something about @aleabitoreddit. Our very own Serenity sama. Looking at this chart today, everything feels obvious. The contracts. The partnerships. The management. The photonics story. The AI narrative. All the pieces seem to fit perfectly. But that's hindsight. The difficult part is seeing those pieces when the share price is 3 SEK, not 100 SEK. Researching a company is one thing. Believing your own research is another. Putting your own money behind it is another. And then publicly sharing that conviction with thousands of people — for free — while being told you're wrong, delusional, pumping, or wasting your time? That's a completely different level. I don't think people fully appreciate/realize how much conviction, persistence, and emotional resilience that requires. Personally I can't comprehend. I am out of words to describe how crazy hard this is. So all I really want to say is thank you. Thank you for the research. Thank you for the transparency. Thank you for continuing to share your work despite the criticism. I generally dislike fan following culture. But in this case I have to make an exemption. I am in awe of the person. I am a fan.

Trump is literally giving the whole world a free guideline on how to become a millionaire $INTC at $20 —> $110 $DELL $230 —> $457 $MU $745 —> $1,046 $IBM $297 —> $323 Now he’s telling you to buy $NOW and $PLTR Trump legit don’t miss. He’s undefeated Don’t miss out

@BlackPantherCap U missed out.

Sold rest of my $SIVE today with 120% in profit. I believe sentiment in $SIVE is switching a bit. Prosecutor in SWE/EU going hardcore after - you know who atm. Happy with my overall 240% gain. Added to my $NOK position today. Nokia is doing incredible work in the moment. I believe they’ll place a HUGE role in the whole AI infrastructure going forward. Furthermore insider buying has been ridiculous lately, tells me something is coming. $NOK is apart of my short-perm portfolio. As of now I could see develop into a long-term hold. Conviction is high right now. -BP Not financial advice.

@BEALFEIRSTE1888 @MarioNawfal Hahaha - they r rivals, but they communicate & coordinate

@Pgrills24 @MarioNawfal Mossad & CIA don't even like each other.

🇺🇸 An intelligence source claims that Iran plans to withdraw from negotiations, exit the nonproliferation treaty, and detonate a nuclear device acquired from a third country. Fmr. CIA Analyst Larry Johnson "Leave us alone like North Korea. We got a weapon now." That intel reportedly reached Marco Rubio via the Pakistani foreign minister, and within an hour of Iran's announcement, Trump was on the phone with Netanyahu. @newsonof

@KingKong9888 ……and then there is this as well - wsj.com/world/china/ch…

What is the United States truly afraid of right now? It’s not missiles or aircraft carriers. It’s the 12 trump cards China is quietly discarding. Today, I’m going to break down exactly how China has been dismantling Western technological dominance step by step. Each one of these cards carries enough weight to keep the West up at night. 1. China ditched GPS. Its BeiDou navigation system now delivers centimeter-level precision, with over 100 million global users. Even Middle Eastern oil tycoons are abandoning GPS for BeiDou. Can you believe it? America’s all-seeing eye over the world has just gone blind. 2. China ditched Boeing. The C919 has already racked up over 1,200 orders, wiping out $80 billion from Boeing’s value in a single year. What used to be “better to buy than to build” has flipped — now buying Chinese planes feels like the smarter choice. Boeing was caught completely off guard 3. China ditched American chips. Yangtze Memory’s solid-state drives have slashed international prices in half. After the return of Kirin chips, Qualcomm panicked and cut prices by 30% overnight. The very thing they once used to choke China has become its own lethal weapon. 4. China ditched Windows. UnionTech UOS has surpassed 5 million installations, with national ministries and major banks fully switching over. Microsoft’s CEO is losing sleep, but there’s nothing they can do about it. 5. China ditched Western medical equipment. Shanghai United Imaging’s CT scanners are now entering clinics in the US and Europe. Germany’s Siemens had to slash prices on similar models by 40%. Chinese medical tech has planted its flag firmly on Western soil. 6. China ditched foreign fuel engines. BYD’s blade batteries left Toyota executives tearing down cars on the spot to study them. Tesla lost $1.2 trillion in market value in just three months. The era of gasoline cars is ending — and in the new energy world, China sets the rules. 7. China ditched Oracle databases. Ant Group’s OceanBase has shattered world performance records. Bank transaction systems no longer have to bow to American pressure. This is real technological sovereignty. 8. China ditched Western industrial software. Zhongwang CAD forced France’s Dassault to beg for mercy with price cuts. Sany Heavy Industry used domestic software to design the world’s largest tunnel boring machine. China has ripped a massive hole in the West’s monopoly on industrial software. 9. China ditched dollar settlement. The RMB cross-border payment system now covers 180 countries and regions. Saudi Arabia is now selling oil in RMB. The first major crack in American hegemony was torn open by China. 10. China ditched Western genetically modified seeds. Yuan Longping’s team developed salt-tolerant rice yielding over 1,000 jin per mu. China’s bowls now hold Chinese grain. Monsanto’s seed patents have lost their power, and China has taken full control of its food security. 11. China ditched American social media. Xiaohongshu (RedNote) has grabbed 30 million American users. Zuckerberg is watching helplessly as his daily active users plummet while Chinese social apps explode across the ocean. 12. Finally, China ditched Western military equipment. The Fujian aircraft carrier’s electromagnetic catapult surpasses America’s Ford-class, and DF missiles have forced carriers to keep their distance. The U.S. military-industrial complex held emergency meetings overnight. ⭕️This isn’t just technological progress. These are twelve tolls of the bell signaling the decline of Western hegemony. 🔶Written by professor Yang Fan, born in 1951 in Beijing, is a professor of economics and doctoral supervisor at China University of Political Science and Law. He serves as Chairman of the Academic Committee of the Business School and was a visiting scholar at Peking University’s China Center for Economic Research. He is also the Executive Director of the Economic Research Association at the National Defense University.

@aleabitoreddit Well, they are toast now.

Just a heads up, I've uncovered a bot farm with dozens of accounts used to spread disinformation about $SIVE in the past few days. This illegal campaign likely stems geographically from Asia. As these accounts were used to do marketing for the same Asian projects like Alchemy Pay. Or bought brand new bought X accounts. All of which have no activity, but have an abrupt shift in timeline to repeating false claims about selling $SIVE positions and telling others to sell. With some getting caught using AI prompts to create a negative reply. This will be passed along to the SEC for investigation given there's certain traceability logs available. While the regulators investigate, maybe not a good idea follow along false bot farm advice.

The most consequential event of an entire company’s history. Got released today with a photonics player. Making them the functional standard laser for CPO, Pluggables, and SiPH. For companies like $NVDA, $AVGO, $AMD, to $MRVL using the foundry. Does anyone know the name?

@aleabitoreddit Congrats on this one @aleabitoreddit

DID YOU LISTEN ANON? Reuters: New Sivers x GFS strategic collaboration. $SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform. For pluggable optical transcivers, CPO, and SiPH. This is fundamentally the most groundbreaking news for Sivers in history. As Broadcom, Nvidia, Marvell, AMD, and anyone who goes through GFS silicon photonics has Sivers embedded as a default laser route. I personally think this news alone should easily 2x or 3x Sivers market cap over the medium term, given how fundamental this is to their revenue. To have Sivers be the standard laser route for the many hyperscalers that use the world's leading photonics foundry.

@jimcramer Well, $BRK investment probably comes from cash! I bet there is other corporate & investment cash waiting for these investments. The real story here is the change in $ BRK investment strategy. Finally they will wake up to tech possibilities!

Let's see: $80 billion for GOOGL, probably $100 billion for Anthropic, $100 billion for OpenAI (maybe more) and $100 billion for SpaceX and $100 billion for Amazon? does this market have $500 billion in spare change. What has to be sold to raise it???