StarkBullish

@Micro2Macr0 Literal shitholes or liberal shitholes. Is there a difference?

It's sad to see parts of America turning into literal shitholes that could be seen on a dystopian apocalypse film.

@JOBhakdi Not a totalitarian dictatorship!!!111!

the Karen's dream: First, maximize the burden. Then "share" it. The EU will probably not survive this

@mazemoore He stands against citizens.

Today, we remember that Jacob Frey unapologetically stands with criminals. It must be demoralizing to work in law enforcement in Minnesota.

EU’s dream came true.

@nikolaushaufler Give it 5 years. German automotive industry breaks or moves away Unemployment rises, more people moved to pension while pension system will get overloaded Social systems get into problems Migration only increases problems Universal basic income not a solution in the EU

@StarkBullish Lowest youth unemployment in Europe. Only 5.3% of German citizens receive social benefits.

Germany could raise pensions by +32%. Without increasing a single tax or contribution. Without raising the retirement age to 70. All it would take: 10 children per 10 adults instead of 7. Here’s the math. 🧵

Kris, don’t try to sound smart or be right, you can be wrong and still make money, it is about how much you put in a position. If you think there are too many data centers and AI is just a bubble without anything behind it, there is still hardware getting sold. Chips, chip machines, infrastructure. It can be overvalued but it still can go higher

This is what the market is not currently appreciating. 2027 hyperscale CapEx growth is likely to moderate sharply from the +100% jump into 2026 down to roughly +19% ($760B to $904B), and then just +14% into 2028. While the raw numbers are awe-inspiring, it's the margin splits each company has to deliver to justify their respective valuations that should scare people. The "it's not a bubble" crowd usually points to NVDA trading at a sub-20 forward multiple but they fail to address all the other components of the AI stack that have run up triple digits on the back of perceived future demand that seems to have no end. Most of that margin boost is likely coming from bottlenecks and timeline compression. Long term, that's a toxic mix, because neither is sustainable. The scenario that takes this whole thing down isn't demand destruction, it's forced efficiency. Hyperscalers cannot be expected to grow spending indefinitely, especially as their free cash flow has been whittled down to almost nothing. And this is all happening against a backdrop of technology improvements that are lowering the cost per token. People keep citing Jevons' Paradox as an infinite growth loop, but often forget that paradoxes have limits. Even if AI servers become exponentially more efficient, insufficient local power grid capacity and grid interconnection delays can cap total compute expansion regardless of how cheap inference gets. This means that growth forecasts for many companies are probably correct but the timeline has been compressed. We saw this with Dot Com and likely to see it again. The trigger in 2000 was a pullback on venture capital funding more dot coms. That caused a cascade of valuation resets even though internet usage grew exponentially. This time around its going to be the hyperscalers that pop the bubble. The day one of the hyperscalers gives a sober capex growth guidance, is the day we see the entire market wake up from a state of collective delusion and the cascade of selling will be relentless from everyone trying to get out of the door at one time. This will bleed into everything else. The wealth effect in reverse is what I'm more concerned about.

You have either a party with limited guest list where you pay for the people or you have unlimited people but you don’t pay anything for them.

@KrisPatel99 Stealth wealth

Been seeing these "motivation" videos on Youtube lately about what it means to a part of the "1%"... Most are pretty cringe worthy and in my opinion don't really reflect what its like being part of the 1%. Alot of people in that category are actually pretty laid back and live a pretty simple life. They don't buy supercars, designer clothes and or fly private jets. In my experience, the real 1%, especially those that got themselves there, move in silence and do things that are based on an understanding that they have been given a privilege and responsibility. They take care of their parents and kids, pay for everyone's dinners, give to charity and enjoy teaching. Greatest part about being part of the 1% isnt buying a supercar to show off... its knowing that most of lifes problems can be solved without any stress. What do you think? Whats your experience with knowing a 1%'er like?

@LinkN01 @wholemars I would like the people who are responsible for the anti lobbying to be forbidden to work in these industries (transport, automotive, mobility) for 5 years. They show not incompetence but harmful behavior towards society.

@Investanswers @Itx_judith They want totalitarianism

@Itx_judith There should be a LAW — not a suggestion, not a guideline, not some limp “best practices” memo — that keeps these absolute weirdos, freaks, and degenerates away from children. Period. Full stop. No exceptions.

A California teacher has been FIRED after forcing students to pledge allegiance to the Pride Flag. Did she deserve to be fired?

@PoelmanJos Braindead

Zo’n 10.000 mensen demonstreren in #Utrecht vóór vluchtelingen: Vluchtelingen zijn welkom. “Zeg ja tegen azc" "Toen niet, nu niet. Nooit meer fascisme" “Bescherm mensen, geen grenzen” “Geen mens is illegaal” “Jetten, schaam je voor je stilte” “Wij zijn met meer”

@LeePeleeg Sounds like a plan of the WEF

Vijlbrief (D66) is een regelrechte ramp voor de Nederlandse bevolking. Eerst de Groningse gasputten volstorten met beton zodat we nooit meer eigen gas kunnen winnen enafhankelijk worden van duur buitenlands gas. Dan de desastreuze Pensioenwet erdoor rammen ondanks keiharde waarschuwingen van experts, juristen en uitvoerders. En nu de AOW-leeftijd nog harder opschroeven, WW/WIA uitkleden en het pensioenakkoord breken. Resultaat: Nederlanders mogen langer werken voor minder zekerheid, onzeker beleggingspensioen en hogere energierekeningen. Dit is geen beleid, dit is sabotage van de gewone burger. #Vijlbrief #D66 @D66

@MarioNawfal Sounds like Slavery

🇺🇸🇵🇰 A man from the US flew to Pakistan and paid $4,000 to free a family that had been enslaved for 140 years. The family's bondage started in the 1880s when an ancestor took out a small loan. Under Pakistan's "peshgi" system, kiln owners issue advances to workers. Then manipulate accounts, add interest and arbitrary fines, and declare the debt a family obligation passed to children and grandchildren. Kids as young as 4 or 5 work to help "repay" it. The math is designed to never reach zero. Pakistan banned bonded labour in 1992. Estimates suggest hundreds of thousands remain trapped across the country's 20,000+ brick kilns. Enforcement is nearly nonexistent. Kiln owners have political connections, police frequently collude, and families who try to leave face armed guards, false arrests, or violence against relatives left behind. Aaron Hutchings paid $4,000. One family. 140 years. Done. Source: @visegrad24

@WallStreetApes Sounds like terrorism

We’ve never seen this many ticks in America This dog bowl food is covered in ticks in Missouri, just waiting for the dog to eat the food Ticks don’t eat dog food, they’re blood-feeders. They’re waiting for the dog Rep Tim Burchett says Bill Gates is behind the rise in ticks and there are very good reasons for this The Bill & Melinda Gates Foundation has granted millions in funding for genetically modified cattle ticks Gates has publicly discussed the environmental impact of meat production and invested in plant-based and alternative proteins. Many people say engineered ticks are causing alpha-gal syndrome (meat allergy) to push people away from beef toward his investments Gates’ work on vaccines and global health initiated. Pfizer is creating a Lyme disease vaccine right now, which is spread by ticks Gates Foundation supports biotech projects for things like mosquito modification for vaccines. It’s not a stretch to say he could be thinking of doing this with ticks Experts say the increase in ticks in Missouri is due to a warm spring and humidity I think the timing is way to suspicious

@HelmaLodders Value added tax. Because energy tax adds value

De rek is eruit stellen ook de energiereuzen. 60% van de energierekening zijn belastingen en heffingen van de overheid. Zestig procent! De overheid heft zelfs btw over de energiebelasting. Dit kan zo niet doorgaan! ad.nl/economie/energ…

@leondejong Hitler would be proud of them.

Het kan allemaal in het Utrecht van Sharon Dijksma. Oproepen om de staat Israël te vernietigen. Joden uit te roeien. Oorlog te voeren. Instructie geven om in Utrecht “iets tegen zionisten te doen als je ze tegenkomt”. Het spoor blokkeren. Reizigers in de stationshal en winkelend publiek intimideren. Het kan omdat Dijksma het hier volledig mee eens is. Daarom grijpt ze, terwijl dit al dagen geleden is aangekondigd, niet keihard in. Daarmee laat ze na haar beschamende Nakba-knieval zien alleen de burgemeester van het antisemitische pro-Palestina-kamp te zijn. Gewone burgers waaronder Joden kunnen de rambam krijgen. De komende dagen zal ze wel weer met haar pruillipjes overal op tv redenen gaan verzinnen en duiken voor haar eigen verantwoordelijkheid. Maar weldenkende mensen hebben haar door. Sharon Dijksma is een politiek activist die de ambtsketting, de positie van burgemeester en voorzitter van de VNG onwaardig is. Ze zou direct met pek en veren uit haar ambt gezet moeten worden.

@rubenbrekelmans Terrorism

Weer zijn gewone mensen de dupe van dit stelletje malloten. Het spoor blokkeren is verboden. Punt. Dit is misbruik van het zo belangrijke demonstratierecht. Goed dat de politie snel ingrijpt. De VVD wil het bezetten van vitale infrastructuur (bijv bepaalde wegen, energie etc) breder strafbaar stellen, zodat deze types daar niet steeds opduiken. telegraaf.nl/binnenland/act…

@AveryDaye The worst thing is, Democrats only ran on the topic “I am not Trump”, after Trump the republicans have another candidate with content/politics. The democrats don’t provide value anymore, no more future vision, just “I am not Trump” Very sad for a 2 party system

Loyal and faithful servant. Blue no matter who. Gross. The idea of blindly following a party will lead you off a cliff. The democrats used to believe in what the republicans are fighting for today. Stephen Colbert did so much to divide, when he could’ve used comedy to help unite.

Elon Musk's ex-girlfriend Grimes once said he lives below the poverty line by choice. While dating the richest man alive, she watched him live like a broke college student. No house. No possessions. Same meals every day. Sleeping wherever the factory needed him that week. She said she once realized she hadn't seen him eat sitting down in three days. She said something that stuck with me. He doesn't experience pleasure from things. Not cars. Not houses. Not luxury. The only thing that produces visible joy is progress. A rocket landing. A production target hit. His face would change when a test succeeded in a way it never changed for anything else. Including her. This is why SpaceX sends a stuffed mascot named Asteroid to space. A normal CEO would think it's unprofessional. Musk does it because even a toy leaving Earth is progress. The mission includes everything. Even play. Most people work to fund comfort. The comfort becomes the point. The work becomes the cost. Musk eliminated the gap entirely. Every dollar, every hour goes to the mission. Nothing leaks. The thing you think you want is not the thing that makes you extraordinary. The willingness to stop wanting it is.