Soren Cook

These pedo supporters at Hillsdale College ramping up their campaign. #hillsdale #pedosupporters

@CattardSlim @DonaldJTrumpJr Hope so

Thunder thighs @DonaldJTrumpJr arrives at the White House for a sleepover. Is the end near?

@CattardSlim 80 year old in diapers enjoying 16 year old daughters of maga assholes

Trump arranged for 16 year old HS girls to come to his resort & give him a private dance. Maga thinks this is normal. What if that was Jeffrey Epstein, or Bill Clinton standing there instead, Maga?

$6.50 gas. Motherfucker Trump.

@RonFilipkowski It was after the brain worm, but the robin beat the starling…

@CattardSlim Whenever people see him, they should chant Russia Russia. That would make the pedo happy.

Hey 🐑 🐑 🐑 👋 Chanting USA every single time you see your Pedophile Idol doesn't make you look patriotic. It just makes you look like brainwashed morons.

@HyperTechInvest Macrohard or MaAssLame

xAI reportedly has around 550,000 $NVDA H100 and H200 GPUs, but is only using about 11% of that fleet, equal to roughly 60,000 GPUs effectively utilized According to The Information, the key issue is not hardware availability, but software stack efficiency. At massive scale, idle time increases quickly because distributed training, data pipelines, scheduling, and analysis systems become harder to coordinate $META and $GOOG are reportedly achieving much better utilization, around 43% and 46%, because their internal software stacks are more mature xAI’s goal is to reach 50% utilization, but no timeline is given. The main path forward would be better infrastructure orchestration, training software, data pipeline optimization, and workload management

@nytimes Let us know when the scoundrel is gone

Breaking News: Rudy Giuliani, the former mayor of New York, is in a Florida hospital in critical condition, his spokesman said. nyti.ms/4n3KH8A

@AllysiaFinley better disclose if you are getting paid directly or indirectly by $repl. This is your 4th piece on $repl. Something doesn't look right @WSJ @WSJEditorials and is there a mental issue with you?

@marceelias What kind of parents name their daughter "Cleta"? Pathetic

It is not out of the question that Cleta has lost her mind.

Trump was raping a child when she bit his penis to stop him. Trump violently hit her. That’s a small part of the FBI report inside Epstein files. FBI interviewed the victim 4 times and found her to be credible. Trump is a pedophile rapist. Drag the SOB out of the White House.

@Olrak29_ Main reason for finding it worthless?

I stayed up at 4-6 AM to watch tenstorrent keynote and it's more worthless than the average Qualcomm keynote

@GavinSBaker Didn't she fuck up as a ceo though?

Sarah is a Hall of Fame CFO. Right up there with Colette Kress, David Zinsner and Amy Hood. Susan Li might join the club, early but off to an epic start. Who am I missing? This was off the cuff. wsj.com/business/opena…

@PringleTrade @stfbutnou Exactly. If someone is signing LTA, they aren't signing up to pay elevated prices forever.

@stfbutnou You are forgetting that a large contributor to financial performance was a price spike. Contracts might take away the cyclical nature of memory but it is dangerous to assume pricing power remains

SanDisk's ability to secure prepayments under its NBM agreements is structurally bullish for a company historically valued as a cyclical. While the initial design favored large upfront prepayments, tax inefficiencies led to a pivot toward escrow arrangements: if a customer walks away or fails to take delivery, SanDisk immediately receives the escrowed cash recognized at 100% gross margin. The 400m in prepayments still sitting on the Q1 balance sheet confirms that some direct prepayment components remain in place alongside the escrow structure. The revenue visibility embedded in these deals is substantial: the three signed agreements carry a minimum lifetime revenue commitment of 42bn, with the longest contract running five years. Combined with coverage of more than one-third of FY27 bit shipments, these agreements provide a meaningful floor under FY27 earnings estimates that the market has yet to fully price in. This is why the durability debate is still the central investment question. The near-term earnings strength is widely acknowledged; the real disagreement is whether it persists. The majority of the market continues to apply a cyclical framework to NAND, treating the current earnings peak as transient and inevitable to mean-revert. The NBM structure directly challenges that assumption: customers signing multi-year supply agreements with financial penalties for non-performance are signaling that they view memory shortages as a multi-year constraint to AI infrastructure buildout, not a temporary imbalance.

@jukan05 Can someone find me name of the analyst who put out this report?

LTAs : We believe that Samsung’s floor price of LTA is above 0.5! This means the LTA eSSD price is even higher than this year’s Q3 eSSD price… Are you still bearish on NAND, anon?

@EhrmantrautCap_ Ain't gonna happen

This is insane. GF Securities with a price target of $1,462 for $SNDK. But look at the esimates for calendar years 2026 and 2027. GF Securities is forecasting $SNDK's EPS to be $228 and $366 in calendar years 2026 and 2027 respectively. And their PT is still based on a very low valuation multiple (4x calendar year 2027 earnings). Add a structural repricing of the memory industry and $SNDK still has massive potential from here. At 8x calendar year 2027 earnings, you would already be looking at $2,928!

@ProudSocialist He will be pardoned very soon if he has $5 million

BREAKING: MAGA influencer Craig Long has just been arrested after being caught in a human sex trafficking sting operation. The accused Sex Trafficker was just pictured with Donald Trump and Trump Jr. at a UFC fight in Miami on April 11, 2026.

These are just a few excerpts from my piece on Trump's first 15 months in his second term. The entire list, when you sit down and look at it, is so genuinely astounding I wasn't sure how to even present it to my audience. But here it is: readtangle.com/the-everything…

@TheATeamDream @Ike_Saul What is pathetic is that an 80 year old man can destroy te entire democracy. We now know who was/ are swimming naked (i.e. have no ethics or shame and are opportunistic sellouts) in the GOP.

I haven't seen anyone tracking all of the alleged (or open) Trump corruption, self-dealing, and quid pro quos in one place. For the last 15 months, I've been tracking every single tip+story I can find and organizing it. Today, I published a 6,000 word piece with every example.