ALLDAYYY
10.4K posts
Dear America, this is a safe space.
What did you think of President Trump’s State of the Union Address?
English
English
English
Icy storm in D.C., but it's the ice cold heart of the administration that has the Nation's capitol discouraged. We came with love, fearless. We are the Fight Against Federal Overreach. @LarryKrasnerDA @SteveDescano @MaryMoriarty
English
@stephenasmith In the year 2026 people still care what animals they get their heads pinned to.
English
Donald Trump’s actions on social media need to be universally condemned.
Silence on this matter is simply not an option
English
“It brings up mixed emotions to represent the U.S. right now… Just because I wear the flag doesn't mean I represent everything that's going on in the U.S.”
- Team USA Olympic Skier Hunter Hess
The anti-ICE, liberal athletes are already insufferable at the Olympics…
If you’re not proud to represent the red, white, & blue, stay home.
English
昨晚有几个信息的发酵：
1.美光对 2028 年产能的下注。
2.Meta 和康宁签署了 60 亿美元的数据中心光纤电缆订单。
3.希捷和德州仪器都公布了财报，希捷的财报超预期，德州仪器的q4业绩略微不及预期，但下一季度指引很不错。
首先是台积电，美光都在真金白银的投入，以年为单位的布局，这是长期需求的确定性。
Meta就很有代表性了，市场一直担心 Meta 每年数百亿美金的资本开支会拖累业绩，但当广告主发现每一分钱都能带来更高转化时，Meta 的营收能力就增强了。
这是一个良性循环，强劲的Cash Flow支撑了向康宁买光纤、向英伟达买芯片，只要AI->广告效果提升->营收增加这个逻辑一直在，Meta 的投入就不会停止。
Meta 签下康宁，强调了美国产能，以及光纤价格的暴涨，说明在美国本土建立 AI 基础设施的成本远高于海外，这种硬科技的通胀是实实在在的。
拥有美国本土产能的公司，比如康宁、美光部分产线会获得更高的订单优先级。
中文
Silver just did the unthinkable: it blew through $100 and closed around $102.50—an all-time record high.
schiffgold.com/friday-gold-wr…
English
Silver deliveries are surging and metal is leaving COMEX vaults. Backwardation and record notional deliveries signal strain in the physical market.
schiffgold.com/interviews/sch…
English
ALLDAYYY retweetledi
I wish I could like this a thousand times
American is spending his days “going around on the internet finding people making fun of Charlie Kirk’s death and I go and report them to their employers so they get fired”
“We have sent out over 300 emails to employers and we have gotten now 15 confirmed fires”
“Now truth being told, I've probably lost about 50,000 followers throughout all social medias while I'm doing this, but I would rather have every single one of my accounts hit zero before I give in to these people. So if you want to try and affect me or affect my income by unfollowing me, I don't care.”
“I would much rather go back to a 9-5 job than let this kind of sh*t slide”
He names the names in this video. We need Americans like this
English
ALLDAYYY retweetledi
PBS News correspondent Stephanie Sy describes what she saw inside the arena:
"We did see Mr. Musk during that speech and we saw the gesture. I don't know whether the audience here interpreted it the way it was subsequently interpreted on social media. It certainly appears to be a 'Heil Hitler.' At the time, what he was saying— we went back to the transcript, and I remember him saying it, he was saying, 'My heart goes out to you.' So he was gesturing to his chest and then there was the hand straight out, which harkens back for a lot of folks to the Nazi salute. But we didn't see that reaction here. There wasn't a gasp or a pause or any even reinforcement of the gesture. So, it's a little hard to tell, from where we sat, the meaning of it."
English
Billionaire Elon Musk gave what appeared to be a fascist salute Monday while making a speech at the post-inauguration celebration for President Donald Trump at the Capital One Arena.
“Some elections are important, some are not. But this one, this one really mattered and I just want to say thank you for making it happen,” Musk said before putting his hand on his chest and then raising it in a salute that appeared similar to the “Sieg Heil” used by Nazis at their victory rallies.
“It is thanks to you that the future of civilization is assured," Musk said.
Trump named Musk and entrepreneur Vivek Ramaswamy to lead the "Department of Government Efficiency," an outside commission aimed at identifying federal programs and spending to cut. After Trump was sworn in, multiple lawsuits were filed against the Trump administration claiming that the move violates federal transparency laws.
English
ALLDAYYY retweetledi
Hard to believe 15 million Democrats evaporated. They didn’t appear in Trump’s numbers – so either 15 million Democrats chose not to vote, or something is up. I know the last thing the Democrats want to do is become the stolen-election conspiracists, but they can’t shrug it off.
English
ALLDAYYY retweetledi
ALLDAYYY retweetledi
ALLDAYYY retweetledi
It's MELTDOWN time for Jonathan Capehart on PBS. I am "mystified" that Trump is gaining support from 2020, the twice-impeached, four-times-indicted, convicted of 34 felony counts. After Madison Square Garden!? "Who are we as a country?...I'm not sure I like it!"
English
ALLDAYYY retweetledi
I don’t care how much you love or hate President Donald Trump, now is not the time to play politics. Pray for him, his family and anyone else impacted by today’s shooting.
English
ALLDAYYY retweetledi
