Richard Weiss 🌻🍉

BREAKING: Ferrari $RACE is down -7.57% today after unveiling its first fully electric car. The company officially debuted the "Ferrari Luce," a 1,050-horsepower vehicle starting at a price of €550,000. While the car boasts extreme acceleration numbers, investors are highly skeptical that traditional buyers want a silent, heavy electric vehicle. Its 2030 revenue projection also came in at €9 billion, nearly €800 million below what analysts were expecting. The stock is now down 41% from its February 2025 peak, One of the worst stretches in Ferrari's history as a public company. Ferrari's entire brand is built on scarcity, combustion engines, and exclusivity. Investors are not convinced its customers want a silent electric car, no matter how expensive it is.

🚨🚨US reports higher COVID hospital admissions for ages 0-4 in 2026 than 2024! COVID now reigns, with more hospital admissions compared to either RSV or Influenza! Admissions are down from last week. State map shows that darker states are worse.

🚨 THE FIRST COMPANIES TO ACTUALLY USE AI AT SCALE ARE NOT ABLE TO AFFORD IT. Big Tech created a manufactured demand bubble by giving billions to AI startups under strict contracts that force them to hand that exact cash right back to buy cloud servers. Because this money simply travels in a circle, these startups never had to face the real, staggering expense of running giant AI models. This round trip loop created a protected environment where companies could burn through infinite data because they were essentially playing with house money. But the exact moment this technology leaves the safe loop and hits a normal company with a hard budget constraint, the unit economics break completely. Real enterprise customers do not get their cash recycled back to their own balance sheets. Every token bill is a final cash outflow. This is why Uber gave AI coding tools to 5,000 engineers and exhausted its entire annual AI budget by April, with power users burning up to $2,000 a month each. The invoices are so high that even Microsoft just ordered 100,000 of its own engineers to stop using Claude Code by June because the uncapped token billing became completely untenable. Microsoft has a multi-billion dollar partnership with Anthropic, yet had to cancel internal usage because the tool costs too much to run. Nvidia's VP of applied deep learning admitted that the cost of compute for his team is now far higher than the actual salaries of his human workers. Wall Street thinks that falling chip prices will automatically fix this, but the math behind agentic AI makes that assumption impossible. Gartner confirms that even if per-token prices drop 90% by 2030, total corporate bills will keep rising because active AI agents run continuously and resend massive conversation histories, multiplying token consumption up to 30 times per task. The circular loop successfully fabricated a massive growth story to pump up a $2 trillion cloud backlog, but it hid a product that is structurally too expensive for the real economy to actually deploy. The massive gap between optimistic earnings call statements and the actual invoices landing on corporate desks is the most mispriced risk in global finance today.

Flock cameras don’t just grab your license plate. They log: • Dents/stickers/damage/decals on car • Likeness of driver (clothing & facial details) • Direction, speed, duration of time on roads • Accompanying passenger count These cameras are Orwellian & unconstitutional.

Geopolitical Chessboard Flipped as Russia Thwarts Alleged Israeli Strike on Iran A failed high-stakes Israeli aerial operation against Iran has triggered a seismic shift in the Middle East's balance of power, according to a recent analysis. The incident suggests that Russian military intervention has established a new strategic reality, effectively neutralizing Israel's long-held air supremacy and placing the region on high alert. In what is being described as a monumental event, Israeli strike formations reportedly moved toward Iranian airspace but were intercepted and completely neutralized before they could execute their mission. The failure was not attributed to pilot error or technical malfunction, but to a sophisticated, integrated air-defense network. Putin's "Invisible Line" The analysis claims that the decisive factor was the deployment of Russia's advanced S-400 anti-air defense system, which was secretly integrated with an Iranian radar web. This move is interpreted as Russian President Vladimir Putin drawing a hard "invisible line in the sky," placing Iranian airspace under the direct protection of the Russian Federation. This Russian-backed defense grid allegedly blinded and dismantled state-of-the-art Israeli stealth aircraft mid-air, a development that caught Western intelligence completely by surprise. This event is not being seen as a random glitch but as a meticulously planned "strategic trap." It represents a real-world application of the military concept of "anti-access/area denial" (A2/AD), where a superior technological force is prevented from entering a specific operational area. Israel's Air Supremacy Broken For decades, Israel's military doctrine has relied on its absolute and unchallenged air supremacy as its ultimate deterrent. The successful neutralization of its most advanced fighter jets shatters this cornerstone of its national security. What was once Israel's greatest military strength has now become its most glaring vulnerability. The incident sends an irreversible message to both Washington and Tel Aviv: the old playbook is obsolete. With its ability to project air power now in question, Israel's strategic options have been severely curtailed. The coming days are deemed absolutely critical. Global observers are now closely watching for Washington's reaction and the response from global markets as the world grapples with a geopolitical chessboard that has been irrevocably flipped.

🚨 THE FIRST COMPANIES TO ACTUALLY USE AI AT SCALE ARE NOT ABLE TO AFFORD IT. Big Tech created a manufactured demand bubble by giving billions to AI startups under strict contracts that force them to hand that exact cash right back to buy cloud servers. Because this money simply travels in a circle, these startups never had to face the real, staggering expense of running giant AI models. This round trip loop created a protected environment where companies could burn through infinite data because they were essentially playing with house money. But the exact moment this technology leaves the safe loop and hits a normal company with a hard budget constraint, the unit economics break completely. Real enterprise customers do not get their cash recycled back to their own balance sheets. Every token bill is a final cash outflow. This is why Uber gave AI coding tools to 5,000 engineers and exhausted its entire annual AI budget by April, with power users burning up to $2,000 a month each. The invoices are so high that even Microsoft just ordered 100,000 of its own engineers to stop using Claude Code by June because the uncapped token billing became completely untenable. Microsoft has a multi-billion dollar partnership with Anthropic, yet had to cancel internal usage because the tool costs too much to run. Nvidia's VP of applied deep learning admitted that the cost of compute for his team is now far higher than the actual salaries of his human workers. Wall Street thinks that falling chip prices will automatically fix this, but the math behind agentic AI makes that assumption impossible. Gartner confirms that even if per-token prices drop 90% by 2030, total corporate bills will keep rising because active AI agents run continuously and resend massive conversation histories, multiplying token consumption up to 30 times per task. The circular loop successfully fabricated a massive growth story to pump up a $2 trillion cloud backlog, but it hid a product that is structurally too expensive for the real economy to actually deploy. The massive gap between optimistic earnings call statements and the actual invoices landing on corporate desks is the most mispriced risk in global finance today.

🚨 THE FIRST COMPANIES TO ACTUALLY USE AI AT SCALE ARE NOT ABLE TO AFFORD IT. Big Tech created a manufactured demand bubble by giving billions to AI startups under strict contracts that force them to hand that exact cash right back to buy cloud servers. Because this money simply travels in a circle, these startups never had to face the real, staggering expense of running giant AI models. This round trip loop created a protected environment where companies could burn through infinite data because they were essentially playing with house money. But the exact moment this technology leaves the safe loop and hits a normal company with a hard budget constraint, the unit economics break completely. Real enterprise customers do not get their cash recycled back to their own balance sheets. Every token bill is a final cash outflow. This is why Uber gave AI coding tools to 5,000 engineers and exhausted its entire annual AI budget by April, with power users burning up to $2,000 a month each. The invoices are so high that even Microsoft just ordered 100,000 of its own engineers to stop using Claude Code by June because the uncapped token billing became completely untenable. Microsoft has a multi-billion dollar partnership with Anthropic, yet had to cancel internal usage because the tool costs too much to run. Nvidia's VP of applied deep learning admitted that the cost of compute for his team is now far higher than the actual salaries of his human workers. Wall Street thinks that falling chip prices will automatically fix this, but the math behind agentic AI makes that assumption impossible. Gartner confirms that even if per-token prices drop 90% by 2030, total corporate bills will keep rising because active AI agents run continuously and resend massive conversation histories, multiplying token consumption up to 30 times per task. The circular loop successfully fabricated a massive growth story to pump up a $2 trillion cloud backlog, but it hid a product that is structurally too expensive for the real economy to actually deploy. The massive gap between optimistic earnings call statements and the actual invoices landing on corporate desks is the most mispriced risk in global finance today.

Tucker Carlson exposes a terrifying revelation. BlackRock CEO Larry Fink openly admits he fears domestic uprisings against AI data centers. He confirms elites are terrified that ordinary citizens will use cheap drones to completely destroy their billion dollar tech investments.

🚨 THE FIRST COMPANIES TO ACTUALLY USE AI AT SCALE ARE NOT ABLE TO AFFORD IT. Big Tech created a manufactured demand bubble by giving billions to AI startups under strict contracts that force them to hand that exact cash right back to buy cloud servers. Because this money simply travels in a circle, these startups never had to face the real, staggering expense of running giant AI models. This round trip loop created a protected environment where companies could burn through infinite data because they were essentially playing with house money. But the exact moment this technology leaves the safe loop and hits a normal company with a hard budget constraint, the unit economics break completely. Real enterprise customers do not get their cash recycled back to their own balance sheets. Every token bill is a final cash outflow. This is why Uber gave AI coding tools to 5,000 engineers and exhausted its entire annual AI budget by April, with power users burning up to $2,000 a month each. The invoices are so high that even Microsoft just ordered 100,000 of its own engineers to stop using Claude Code by June because the uncapped token billing became completely untenable. Microsoft has a multi-billion dollar partnership with Anthropic, yet had to cancel internal usage because the tool costs too much to run. Nvidia's VP of applied deep learning admitted that the cost of compute for his team is now far higher than the actual salaries of his human workers. Wall Street thinks that falling chip prices will automatically fix this, but the math behind agentic AI makes that assumption impossible. Gartner confirms that even if per-token prices drop 90% by 2030, total corporate bills will keep rising because active AI agents run continuously and resend massive conversation histories, multiplying token consumption up to 30 times per task. The circular loop successfully fabricated a massive growth story to pump up a $2 trillion cloud backlog, but it hid a product that is structurally too expensive for the real economy to actually deploy. The massive gap between optimistic earnings call statements and the actual invoices landing on corporate desks is the most mispriced risk in global finance today.

Artificial intelligence is causing a net U.S. loss of 16,000 jobs per month, per Goldman Sachs.

BREAKING: Verily reports US national SARS-2 levels are UP 20% from 1 week earlier after revisions as of May 14. The West is up 76% from May 7! The South is up 23% from May 7! WWscan hasn't yet updated the heavily weighted West yet past May 13, and will update later today. The Northeast was downgraded to LOW category. Biofire reports 0.8% SARS-CoV-2 positivity for the 3rd time recently, an ALL TIME LOW. Prior reports were all revised upward later.