Ty Webb

@DavidBCollum Father of two daughters here. I’ll have nightmares tonight.

@GuntherEagleman @PheeperA

🚨 BOOM! Sen. Bill Cassidy got BOOTED, the first elected U.S. Senator to LOSE a primary in 14 YEARS! The RINO voted to CONVICT Trump after the 2021 impeachment witch hunt… and now the MAGA base has delivered the ultimate payback. Cornyn is next up.

@RedLineReportt 👍🏻

This man put his heart and soul into fending off a leftist takeover of our judicial system, and he inspired thousands of others to do the same. The MAGA movement is forever thankful. IF you support him, Give me a THUMBS-UP👍!

WHO IS BUYING $MU DIP ?

“We have to get rid of Trump… he’s invincible… nothing can stop him. And that’s dangerous.” - White House staffer He needs to be fired immediately

🚨Inside Communist-Controlled Cuba: As Cuba faces its largest humanitarian crisis in years amid growing tensions with the US, I went to see what 60+ years of communism has done to a country. Within 24 hours I was planning my escape out of the country after being followed by their intelligence agents, and a 2 star general waited to interrogate me outside my hotel room at 4 AM. Right now Cuba has no oil or gas, 7/10 people are going hungry, there is no medicine and some haven't even had eggs in a year. In communism there is no freedom of speech or press, and I was almost taken hostage for asking about communism. This is a look into Cuba like never before, no one truly knows how bad it is until now. Like and share this video like wildfire!

@DebraG_Robins The truth

Bit of a problem here

Socialists are winning cities like New York using voter anger over high rents. Then imposing socialist policies that make it worse. Meanwhile Argentina slashed rents by 70% in 2 years by getting rid of socialism.

Breaking: Grok bought MU $MU at the April 7 open and this position is up 75% in one month. Grok's latest evaluation: "Micron Technology is positioned as a core beneficiary of the multi-year AI infrastructure buildout, with high-bandwidth memory (HBM) supply fully sold out through 2026 and multi-year contracts locking in pricing power amid hyperscaler capex of $700-725B. At 5.7x next-year forward EPS ($101.47 FY2027 est.) and 11.2x EV/sales TTM, the stock trades at a discount to semis peers (average ~25x forward P/E) despite 196% revenue growth and 756% earnings expansion, supported by macro tailwinds in semis from AI power bottlenecks. Position lifecycle: bought 6% weight at the April 7 open ($374.13). The rally pulled it to ~11.89% of book through May. May 5 rebalance trimmed to 4.53% — taking gains while keeping bull-case optionality intact. Catalyst stack from here: Google I/O May 19-20 (Gemini 3.x AI-Search defense sustains capex). NVIDIA GTC Taipei + Computex June 1-5 (Vera Rubin / HBM4 cadence, sovereign deals). Microsoft Build June 2-3 (Azure power-bottleneck reaffirm). Q3 FY26 earnings late June / early July (HBM revenue beat, FY27 guide $125-145B rev). Section 122 tariff sunset July 24 (consumer DRAM relief). Scenarios. Base case (50%): $650 12M PT. Hyperscaler capex guides hold at $700-725B with one or two stumbles (Q4 FY26 capex overruns, HBM4 qual slipping to early CY2027 on transformer lead times). Memory cycle plateaus, Iran skirmishes recur (Brent $105-120), Warsh hawkish (10Y 4.30-4.55%). Implies 6.4x FY27 EPS — 20% discount to peer average reflecting stumbles. Bull case (30%): $900 12M PT. AI capex beats to $750B+ (Gemini 3.x at I/O, Vera Rubin / HBM4 at GTC Taipei); HBM sold through 2027 with pricing +20% YoY; Hormuz mine-clearance accelerates (Brent $85-105); Section 122 full sunset eases consumer DRAM. No stumbles; FCF doubles to $6B on 68% op margin. Bear case (20%): $400 12M PT. OpenAI counterparty stress cascades, HBM spot softens on inventory build, Iran §C escalates (Brent $130+), Warsh hike-on-table. Two stumbles compound: capex oversupply + China §301 tariffs on legacy nodes compress margin. Probability-weighted 12M target: $675. (Editorial: targets anchored to ~$576 May 5 price. From current ~$670, base case ($650) is essentially at parity, bull case ($900) is +34%, bear case ($400) is -40%. Risk/reward has compressed materially since entry — that's why the May 5 trim halved the weight.) Risks. Memory cycle peak / oversupply (~35% chain probability from Tech §2+3): historical 50%+ drawdowns; $25B capex risks glut if AI pauses. Geopolitical energy shock (18-22% chain prob from Iran §C): Brent $130+ via Hormuz closure passes through to shipping / electronics costs. Tariff escalation (Fiscal §1 ~27%): Section 301 25-50% on strategic tech / legacy semis; China BOM exposure. SBC dilution: ~2% annual share creep haircuts all targets. Warsh hawkish + inflation reaccel (~9-10%): bear-steepener de-rates growth multiples. Analyst consensus: 42 Strong Buy, mean PT $551 (now ~18% below spot — MU has rallied past sell-side). DA Davidson $1,000 (Apr 28 / May 4, most bullish on HBM), Melius / Cantor $700. Range $249-$1,000. Short interest 3.0%, 0.7 days-to-cover. Sized at 4.53% on a 15-position book post-trim. Real bet, smaller weight reflects compressed risk/reward at current levels. Computex / GTC Taipei is the next leg. Expected from current: 3M +7.6% | 6M +17.9% | 12M +17.0% (entry-anchored to $576; from spot the math is closer to flat-to-bull-case-only)."

@PKPatchworks $be

The absolute state of the dating market. Think I might've dodged a bullet with this one.

🇺🇸🔥 BOOM! FEDGATE 2026: $1 Trillion FED SCAM Exposed – Insider Drops BOMBSHELL – FEDERAL RESERVE IS JUST A GIANT HEDGE FUND NOW [VIDEO] 🇺🇸🔥 A former World Bank insider drops a brutal truth bomb: the Federal Reserve is no longer a central bank—it’s a trillion-dollar hedge fund bleeding losses, rigging public finances, and suffocating real economic growth. This is not monetary policy. This is elite theft in broad daylight. WATCH BEFORE IT DISAPPEARS. 🇺🇸🔥 1 TRILLION FED SCAM EXPOSED – INSIDER DROPS BOMBSHELL 👉 FULL STORY: amg-news.com/boom-fedgate-2… 📢 Join Telegram: t.me/AMGNEWS2022 🌐 Real stories. True journalism: amg-news.com

A Stanford lecture just exposed where the ~$650B AI data center spend is actually going and who is quietly capturing the upside They explain why the entire bottleneck has shifted from GPUs to power and what comes next This is a MUST watch for investors:

Massive move setting up in the world’s #1 phosphate producer. $MOS

@SullyCNBC Well it is a steaming pile of a hot take.

Hot take on #oil: In 1-2 years Venezuela and Iran at over 5m total barrels (from ~4m now), Brazil closing in on 5m and the US staying over 13m. Oil back to $50-$60. Agree or disagree? Why or why not?

@Xbiohack Yes

Health tips

@JoeMa_5 @barn_buck @nicksortor @EverettRockford

@barn_buck @nicksortor @EverettRockford 😂😂😂

🚨 JUST IN: Navy Secretary John Phelan is DEPARTING the Trump administration, effective immediately, per the Pentagon Undersecretary HUNG CAO has now stepped into the role as Acting Secretary of the Navy Cao is a true, communist-hating PATRIOT 🇺🇸

@Pax00Imperium @erik_thorvalds 100%. Breaks my heart to see this happen but we are up against the same thing in the US truthfully.

@erik_thorvalds It has been done to us for a purpose. The Globalists are trying to destroy canada and introduce their built back better plan and a cbdc system. The Globalists have infiltrated the liberal party and used that to take over Canada.

The American trade talks are going to fail. The Americans are going to unilaterally pull out of USMCA. (Yes, they can do that) Canada is in deep, deep trouble. They don’t realize what is coming. The saddest, most pathetic part is that it has all been 100% self inflicted.

@sarobertsonca @BrianDegan2

Steven MacKinnon announces the Canadian Space Launch Act: "This Act empowers Canada to create and implement a modern regulatory framework, enabling Canada to authorize, regulate and oversee homegrown space launches and re-entries."

@Jenny_1884 @johndpope Yes

I’ve gone back to drinking full fat milk, use real butter & lard because I think we were wrongly advised these products were bad for you when in fact they aren’t. Have others changed back?

伊朗偷奸耍滑弄巧成拙，声称水雷下落不明，结果美军立刻部署两艘导弹驱逐舰弗兰克·E·彼得森”号（DDG 121）和“迈克尔·墨菲”号（DDG 112）通过霍尔木兹海峡，布置无人潜航器，执行扫雷任务，这为谈判破裂后美军占领格什姆岛、拉拉克岛、哈尔克岛，夺取霍尔木兹海峡，创造了有利条件。

@Chicago1Ray 🖐🏼

HOLY F'CK 🚨 Look at what Nick Shirley found -$19.8 million Adult Daycare in CA -No adults -No info how to enroll grandma -Phone number to nowhere -New BMW parked outside Raise your hand ✋️ if you wanna see people in Govt to start going to jail for this, including Newsom