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Limit Down Allen
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Limit Down Allen
@allen_hegener
Macro strategist. Mountain Climber, Backpacker, Father, Canoeist , kayaker -tweets not investment advice. Studied under the late Samuel E Robbins of Harvard.
Florida, USA Katılım Ağustos 2016
3.8K Takip Edilen1K Takipçiler
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I read his book. Depression. 3 negative quarters of GDP coming. Y2K rally going on now. Can go on for a while.
Heisenberg@Mr_Derivatives
Andrew Ross Sorkin says a major stock market crash is coming. He is 100% sure it is. He even has a book titled 1929, lol. However, he just doesn’t know when the crash will occur and the magnitude of the crash. Thoughts?
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A male bee mates for less than 5 seconds in midair. The ejaculation is so explosive you can hear it pop from a few feet away. His body rips in half. He falls dead before hitting the ground. And he is one of the lucky males in the hive.
When a male bee, called a drone, chases down a queen mid-flight at speeds of 22 miles per hour, his entire reproductive organ turns inside out. The pressure required for this comes from nearly all the blood in his body, which rushes downward to force the organ outward like a spring. The semen fires into the queen with so much force it makes the audible pop. The organ then snaps off and stays lodged inside her like a cork. As he flips backward off her body, his abdomen rips open. The next drone waiting his turn has to physically yank out the dead male's cork before he can mate. The same thing then happens to him.
The queen does this 12 to 20 times in a single afternoon. She flies up to a spot in the sky that beekeepers call a drone congregation area. Picture an invisible meeting point about 50 to 130 feet above the ground where up to 11,000 male bees from as many as 240 different hives are hovering, waiting for her. These spots stay in the exact same locations year after year, sometimes for over a decade. No one fully understands how brand new drones, born only weeks earlier, find them.
By the end of her mating run, the queen has collected around 100 million sperm cells. She keeps only 5 to 6 million in a tiny internal storage organ that keeps them alive for years. From that supply, she uses just two sperm cells per egg for the rest of her life, laying up to 2,000 eggs a day for 2 to 7 years. After that one afternoon in the sky, she will never mate again.
A 2019 study from UC Riverside, the University of Copenhagen, and the University of Western Australia found that bee semen contains toxic proteins that temporarily blind the queen by interfering with how vision genes function in her brain. If she can't see well, she can't fly out again to mate with more males. Their semen also carries a separate protein that attacks and kills sperm cells from rival drones still inside her. The males keep competing long after every one of them is dead.
The 99.9% of drones who never get to mate have it worse. As autumn arrives, the female worker bees in the hive stop feeding their brothers, then drag them out of the entrance after biting off their wings. The drones can't fly back in. They starve or freeze in the grass within days. The colony raises a fresh batch of disposable males the next spring, and the whole cycle starts over.
𝙍𝙞𝙘𝙠 🥊@RickCombatTV
Male bee dies after ejaculation while mating with a queen bee
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I’m concerned this is the issue Trump turned around for.
WarMonitor🇺🇦🇬🇧@WarMonitor3
Chinese navy has deployed well over 100 warships around the first Island chain and near Taiwan according to intelligence reports.
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$es_m remain on neutral; w/EXTREME bullish bias; tech sector is beyond any descriptive adjectives; back on air Sunday nite for GLOBEX open; this Holiday; Memorial Day; is held to honor the fallen; I salute & honor the 18 brave & courageous USAF pilots I served with & whose names are etched on the Vietnam Memorial in Washington; stay safe, Andrew!
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250K HPQ long
Sonali, your friendly dentist🦷@chutneylife
I bet most of you didn’t listen to me about $HPE
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🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.
My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.
This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.
Hedgie🤗

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Exit Financing: They want to dump these shares into your 401k (S&P 500):
Valuation
SpaceX: $1.5T
Anthropic: $1.1T
OpenAI: $852B
Combined total today: $3.5T
One year ago
SpaceX: $400B
Anthropic: $61.B
OpenAI: $300B
Combined total: $762B
cnbc.com/video/2026/05/…
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Everest
Dos ciudadanos indios han muerto mientras descendían del Everest tras haber alcanzado la cima. Uno falleció a la altura del Escalón Hillary y el otro se sintió mal, fue bajado hasta el Campo 2 donde murió.
Un tercer ciudadano indio está siendo rescatado del Collado Sur a unos 7.900 m.
Fuente:
The Himalayan Times
📷North Karakoram/Climber Ramesh- IG reels


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