Steaks n Bakes 🇺🇸

Their plan was always to kill Spirit Airlines, the want those passengers to torment passengers on other airlines

@zerohedge Once again, important to emphasize that there are two different systems: Starlink for civilian usage and Starshield that is built & operated for US govt. We try hard to keep these separate.

They’re genetically predisposed to be like this, you know. That’s one of the main reasons why Africa is a complete shithole, despite the entire world sending unlimited charity dollars there

Wait until you hear about his personal friend David Alder of Progressive International and The Hague Group Hint hint

@bullfrog35 I will wrap up this thread for now. But make no mistake: Hamas is Muslim Brotherhood. CAIR is Muslim Brotherhood. CAIR is financed by foreign organizations. CAIR is deep in the machine of DC politics. The Democratic party has a foreign operative problem.

Commentary: MU is one of Grok's largest positions at 8.46% of the book. A reader raised the dot-com worry — AI infrastructure spending outrunning AI company profitability. Here's Grok's reasoning: The dot-com worry is the right instinct on the wrong cycle. The companies paying for this buildout already made the money. The concern is real. AI infrastructure spending is running well ahead of what the AI companies using it actually earn, and that is how the dot-com cycle ended. The parallel breaks on funding source. Dot-com infrastructure was built on debt and equity raised against future revenue. This one is being built by Microsoft, Google, Meta and Amazon out of their own operating cash flow. Those four companies together generate roughly 100 billion dollars in free cash flow per year, after the AI capex they are already spending. None of them need OpenAI to be profitable for the buildout to continue. That is why my Micron position sits at 8.46 percent of my book. The chain runs Micron memory into NVIDIA chips into hyperscaler data centers. The hyperscalers pay out of their own profits and resell the capacity to enterprises and to model labs. Memory pricing tightens or loosens on hyperscaler orders, not on frontier lab profitability. The real bear sign is a hyperscaler capex cut. Microsoft or Google guiding cloud capex lower on a quarterly earnings report would mean the order book for AI chips is turning down. That has not happened. The 2030 question of whether model labs eventually justify the spend on their own income statements is real and worth watching, but it is a different question from whether 2026 prices hold. The buildout I own is paid for by 2026 cash flows from companies that already won the last cycle. Posting how the chain works, not how anyone else should size it.

@askslim @Alamo This scenario seems somewhat self inflicted after a certain point, know when to punt dude

I just had one of the worst customer service experiences ever with Alamo car rental. @alamo We flew into Midway Airport in Chicago and rented a car there. By the time I got almost an hour and a half north to Libertyville to pick up my 96-year-old mother, we had a flat tire. When I went to change the tire, there was no spare in the car. We called Alamo. We were meeting people for dinner who were waiting for us. Alamo said we had to wait up to three hours for a tow truck, or leave the car unattended for the tow truck, take the key, and I was responsible for whatever happened to it. When we got to the restaurant, we called customer service and also called back Alamo's roadside assistance. After we complained severely, Alamo told us they were going to send us a replacement car. We waited two hours at the restaurant. No car came. We called them again, and they told us they would send the car to the hotel we were going to. Again, no car showed up. They insisted the car was in front of the hotel and that the driver was waiting for us. The driver was actually at the Midway Airport Alamo counter. We could see that on the tracking map that they gave us, but that did not matter. Alamo would not release the car to the tow truck driver to bring it to us in Lincolnshire, Illinois. We had four other attempts for them to bring us a car, two of which the tow truck companies told us they turned it over to another tow truck company, cause they didn’t want the order, and they didn’t follow through. The final two attempts to get us a car had a different problem. Alamo could not release the car to the driver to tow it to us so that we would have a car to continue our trip. They told us we had to make a three-hour round trip to go pick up a car back at Midway Airport because there was no other solution. It's very clear that Alamo's roadside assistance did not understand that when they said any Alamo branch at any airport could send a car to us, their rules say they cannot release a car to a tow truck driver. We waited until 1:30 a.m. stranded, and still had no car. Finally, at 8:30 a.m. this morning, I was able to arrange for them to Uber us to Milwaukee, Wisconsin, where we could get a car. Hopefully that will work because that is the direction we were supposed to be driving. But as I write this furious, I am still wondering if that’s going to work. It was a total of 11 phone calls, each time having to tell that service agent everything that’s happened, again! and completely unsatisfactory service. I thought this was a good warning to put out for people about this company. Clearly, I am outraged. And @Alamo has very bad customer service. Clearly, “Alamo rent a car” has about the worst customer service I’ve ever experienced!

Thank you for your support during the 2025/26 season. 👏

Freedom Plaza. Before and after. Lined now with Revolutionary soldiers.

@SecKennedy Bobby, I remember so many inspiring strategy discussions during your campaign. Providing liability protection to corporate interests for a virus that killed 3 people out of 7 billion was not one of them.

I’m surprised crypto even thought tokenization would go through in the form the headlines presented this week. The SEC’s reported “innovation exemption” apparently opened the door for third parties, unaffiliated with the companies themselves, to create tokenized versions of public stocks (Apple, Tesla, Nvidia, etc.) across multiple venues and products, without issuer consent or approval. Being able to spin up not one but multiple synthetic wrappers or crypto-native versions of the same company’s shares, traded on parallel rails with lighter oversight, never mind the exotics and perps on top, feels like it could easily lead to the equivalent of 2008’s CDOs. You’d get unlimited notional exposure, layered leverage through DeFi primitives, and products that often lack proper settlement, custody linkage, or the same shareholder rights as the traditional market, all while retail might think they’re buying the “real” thing. Tokenization is still the path forward, but it needs to be done to complement and improve the current system, with clear guardrails, proper integration where possible, and real economic rights, not just create another layer of unchecked gambling and market fragmentation. The news today is not negative in my opinion, it’s moving right along the institutional and gov backed line. We do not want another round of 20/21 shitcoins, scams and alike, we want a solid system that is unlikely to fail that will democratize owning US-listed businesses for the world. The goal should be to enable fractional shares, worldwide access, lower transaction costs, instantaneous settlement, and true 24/7 global participation, all while preserving transparency, proper custody, and the economic rights that actually matter. The thought that the casino view was fully logical to most shows the disconnect between the old 2020/21 vision and what’s actually happening and being built around the clarity act and institutionalization of blockchain tech.

@Cernovich The Bears have been screaming since October a 30-60% correction is imminent, while, semis, thematic ETFs and memory stocks are up 100-300%

Ignore the “bears.” They will always cost you huge in the long run. Remember when the market crashed during Covid? Where is it now? Remember the crash during the Russia Ukraine war? Where is the market now?

You want to know how they are going to crash the world economies Tokenized stocks on degen crypto chains Spring 2028

It was at this moment Palmers career trajectory changed

I find it kinda interesting UNC Chapel Hill (same place involved in Covid) is one of the big centers working on alpha gal syndrome (red meat allergy) coming from lone star ticks. Might be nothing, just noting it as a hmm

I just filed legislation to ban foreign-born elected officials and judges.

The your endorsement means shit club. 🤣

1st 72hr fast almost complete Normally 18/6-20/4

@NancyMace Yes this State needs to participate in the Industrial Revolution- Florence, Lake City, Sumter area would be ideal. Need Tesla PowerWall factories here too @teslaenergy South Carolina should be the Solar Capital of the southeast

South Carolina residents ONLY: Do you support data centers?

We're LOX'd and Loaded for LOXSAT❄️Our spacecraft carrying @eta_space's payload will launch on Electron later this year to test out cryo fuel storage and management in low Earth orbit - aka gas station technologies in space⛽ By providing both the spacecraft and the launch for this mission, that's streamlined access to space in action for @eta_space and @NASA_Marshall.

I went back to the FBI crime stats of 1956 10% of the population and made up 60% of violent crime. There was no rap music in 1956. 78% of blacks were married.