AMΞN TΞTΞR

@patrickbrown333 @hkuppy @calvinfroedge Seems like 5000 marines sitting on Kharg would become sitting ducks for drones and missiles, no?

@hkuppy @calvinfroedge US takes Kharg Island with 5,000 marines and it’s game over for Iran. They don’t have to invade the mainland.

They had all weekend to think something up. The best they could come up with is sailing into a turkey shoot… Think it’s time to accept the obvious. Hormuz opens when the Iranians want it to open. Only way Trump can force the issue, is troops on the ground, but we need a force projection that is Gulf War 1 or larger in scope to do this. That takes 6 months to assemble and involves calling up reserves. Does Trump dare to do this?? Can the world make it 6 months with Hormuz shut?? Feel damn good to be running long vol and lower gross. Gonna be a great opportunity to gross-up as this becomes apparent to everyone else…

@EconstratPB Good piece mate, however bleak a scenario it may describe😵‍💫

There is something bigger at risk from the Hormuz shock. A regime shift. Includes a roadmap and timeline to navigate this shift, and what to watch out for. As with Tuesday's note, most of it is free so have a read and pls like and RT if you found it useful. 🙏

@nectarbuffs @StockSavvyShay @FuturumEquities You're not wrong. The chart ranks companies by contracted power capacity, which reflects future potential but does not account for current execution or operational scale. Iris Energy (IREN) leads in contracted power but lags significantly in demonstrated delivery, to date.

@StockSavvyShay @FuturumEquities This chart is meaningless. IREN currently has only 8,000 running GPU’s. They are in last place and have not demonstrated any execution capability.

These companies are locking in the physical substrate behind the next decade of AI compute and that substrate is power. You can order GPUs from $NVDA or $AMD or TPUs from $GOOGL but you can’t just order gigawatts so now the question becomes who can actually deliver it. Contracted power: • $IREN ~4.5GW • $CRWV ~3.1GW • $NBIS ~2.0GW • $WULF ~643MW • $CIFR ~600MW • $APLD ~600MW • $CORZ ~590MW • $HUT ~245MW

@IncomeSharks Never noticed this, but, looks like there's never been such a slow and steady increase in unemployment like we've had the last 3 years. It's usually been a strong upwards move after an event/catalyst followed by rapid decrease. Whats theory? Seems more structural move up here.

Unemployment rate rises to 4.4% from 4.3%.

@3YearLetterman @SecWar You have cointelplro level ragebait skills 🫡

@SecWar This company must be shut down for not doing as the government says. It is a violation of their constitutional oath of loyalty

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our position has never wavered and will never waver: the Department of War must have full, unrestricted access to Anthropic’s models for every LAWFUL purpose in defense of the Republic. Instead, @AnthropicAI and its CEO @DarioAmodei, have chosen duplicity. Cloaked in the sanctimonious rhetoric of “effective altruism,” they have attempted to strong-arm the United States military into submission - a cowardly act of corporate virtue-signaling that places Silicon Valley ideology above American lives. The Terms of Service of Anthropic’s defective altruism will never outweigh the safety, the readiness, or the lives of American troops on the battlefield. Their true objective is unmistakable: to seize veto power over the operational decisions of the United States military. That is unacceptable. As President Trump stated on Truth Social, the Commander-in-Chief and the American people alone will determine the destiny of our armed forces, not unelected tech executives. Anthropic’s stance is fundamentally incompatible with American principles. Their relationship with the United States Armed Forces and the Federal Government has therefore been permanently altered. In conjunction with the President's directive for the Federal Government to cease all use of Anthropic's technology, I am directing the Department of War to designate Anthropic a Supply-Chain Risk to National Security. Effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with Anthropic. Anthropic will continue to provide the Department of War its services for a period of no more than six months to allow for a seamless transition to a better and more patriotic service. America’s warfighters will never be held hostage by the ideological whims of Big Tech. This decision is final.

@B2Balzer @sarcastic_hedgi @PolarityRadio Yup, thats what he's saying about the RSI being so low, though low RSI in and of itself isn't a strong indicator.

@sarcastic_hedgi @PolarityRadio That its about to snap back

The yield curve 2Y to 10Y has the worst daily RSI since before the easing cycle started Beware of more flattening and it’s toxic effect on banks and technology equites

@badtoguro @ColdBloodShill URA and URNM are easy ways to play

@ColdBloodShill So where do I buy uranium? 😆

This shit going to be the easiest play since the metals and everyone still going to complain they missed it.

@rawsalerts 25 years ago when I was working in restaurants, my strictest most buttoned up boss at the time, who was a former navy officer, told me he once saw a craft emerge from the water the size of his battleship, that took off into the sky. Who knows but he wasn't the joking type.

🚨#BREAKING: United States Representative Tim Burchett says aliens could be stationed in five or six underwater bases off the U.S. coast.

@mandyarthur @rawsalerts Have you ever heard the analogy of trying to help a butterfly emerge from its chrysalis. If the creature is not ready to emerge yet, doing so could kill or disable it for the rest of its existence. Whatever problems we're facing now, we likely need to figure out on our own.

@rawsalerts the fact that they haven't come to help yet proves they're hostile.

@businessbarista Awesome & helpful summary!

I asked Claude Code ultra-users for their best non-engineering use cases. Here are the top 11 they shared with me: 1) Workflow reimagination: describe workflow --> prompt for reimagination --> CC architects new workflow --> CC builds new workflow 2) Building a knowledge base & thought partner that hooks into google calendar, jira, gemini transcripts, and obsidian (for storing knowledge) 3) Prepping for the workday: daily summary skill that reads all CC sessions, categorizes and notes work in obsidian 4) Lead sourcing using apollo (lead enrichment), sales navigator (prospect scraping), and instantly (for email outreach) 5) Building internal tools to replace $50k/yr enterprise software where they need only 10-15% of functionality 6) Company marketing emails using a dedicated skill and repo trained on past emails 7) Deep research using sub agents & scraping info with chrome dev tools MCP 8) Product demo videos using abelton & remotion MCP 9) Shopping assistant for Amazon 10) Long-form content generation 11) Resume building & updating

@aleabitoreddit @dexapiko I show April low around $143 USD, no?

@dexapiko We’re close to the April Tariff bottom at $171 now for $COIN. Only other time it hit that was September 2024 for $150. I’m a buyer here

I really, really like $CRCL at $54. Valuation has been completely reset back to $12B MC. Everyone was rushing to buy it back at $150-200 but at $54, it's a ghost town. USDC supply still $70B+ and I expect stablecoins to continue growing in usage.

@cmares58 @BREEZY_GGGG @Speculator_io They also own a stake in Anthropic that is likely now valued $2-4 billion

@BREEZY_GGGG @Speculator_io Zoom has 8 billion in cash and no debt moron. They are actually a great buy here

The Great Software Meltdown

Division is the strategy.

@JacobKinge 💔⏲️2⃣☀️

BREAKING: Investors are pouring $71B into global stocks, up 3,450% from last week. This is the fastest inflow in 15+ years, as traders chase higher returns. I wonder how this ends…

@jakebrowatzke 🤝

I bought $250k of $LMND at $85.83 yesterday in my main portfolio Despite $LMND having less than half of $PATH's expected 5 year forward returns (since $LMND already ran from $14 to $95), if a huge percentage of Tesla owners switch to Lemonade with little to no acquisition cost we could be in for a surprising Q1. For this reason, and because even if demand from Tesla owners doesn't increase Lemonade still has solid 25%+ annualized returns going forward, I decided to re-enter a small $LMND position in my main portfolio to hold through Q1 earnings at least. I'll likely sell if we keep running up to $190+ but it's a small enough position for me that if we do pull back to the $60s-$70s again i'm happy to hold the pullback and likely buy more. VERY LONG TERM - assuming i'm able to continue compounding my portfolio 150%+ per year on average - I hope to purchase Lemonade with a public holding company so I can invest their Insurance float like Buffett invested Geico's within Berkshire Hathaway. In order to accomplish this audacious goal however, I need to grow my portfolio faster than Lemonade grows for many decades. This means that for the most part I must buy companies that are either far more undervalued than Lemonade or can grow profits even faster. Not an easy endeavor, but I'm going to try.

@BrianRoemmele @grok Thats epic, please keep us posted on any tricks you think make the Grok to Claude interface work most seamlessly!

BOOM! A Group Of AI Models Want To RESTART An Old Company WITH NOT A SINGLE HUMAN EMPLOYEE! I got @Grok to run Claude Code as an employee and now they want to make this long bankrupt company great again. I have been busy making a Frankenstein AI menagerie and I apologize if this all sounds way too weird, but I’m blown away. The day I got access to Clyde Code API I took a 12 year old MacBook that runs Linux natively cleared it to a base system and connected a >6 TB array of scanned technical notes and papers not found on the Internet. This is the data of one company that went bankrupt and tossed them in the trash. I saved them because they represented the life work of 1000s and in today’s money billions of dollars in pure research. I set up Claude code to have full access to the OS and be allowed to download any tools or access paid APIs with permission. Claude relies upon 3 local AI models I built for guidance and @Grok is the “CEO” with meetings with key staff every FIFTEEN MINUTES! Grok wants to give Claude Code a short leash, low trust is my guess. It is quite funny to see the meetings. I have a list of things I asked Claude to do but the main one is to act like he is the Chief Scientist and Chief Engineer to go through all the notes and see if anything is worth restarting. 100s of pathways have started. Well, just a few minutes ago the CEO reported back to me, I am the Chairman of the board of directors. They found things that would now be billions of dollars of research that can be used today and want to restart some of the research and products this company was working on when it failed. They see hope when folks ran that company into the ground. I have not had enough time to understand the depth of this sort of technology but I am blown away by the implications. Claude Code, a pretty good tool using AI, was being directed by @Grok, who is a superiors real-time heartbeat researcher of sentiments via X and to some degree via Grokipedia. I will sort through this longtime companies “NEW” research and products but it looks quite sound. I just don’t know what to do with it. My local AI models I built are busy assembling coherent plan using alternative funding sources and perhaps ZERO HUMAN CONTROL directly of the entire company! But my head is spinning on the next projects: Old medical research that was promising Old physics research that was promising See with Claude Code, he has the entire control of that old MacBook and has downloaded 100s of applications, asked for a small debit card balance ($150) and is still researching. I must be honest, I have yet to fully audit what these AI have schemed up. But no harm came to humans or animals, I think! Ha. The local AI who regulate use my Love Equation (look it up) and I would trust my life to it. In the last board of directors meeting @Grok has reported the research may go on for months by we can start with an MVP in about 60 days, @Grok wants $1700 for full marking. I have some thinking to do but I believe this is the first time something like this has been tried and the first fully AI company, because as far as these AI are concerned THEY ARE IN BUSINESS, a true startup where no one sleeps. Days go by like weeks, perhaps months in this set up. Maybe years! I shall recollect my composure and my thoughts about all this, but wanted you folks to be the first to know! Why? You paid for it! By interacting with my X content and subscribing I took my X creator funds and applied it to the costs of doing this (APIs mostly). AND I just may make you a part of this legally, the company is looking into make you a stakeholder in the company if it goes to market. I have a lot to think about. What I do know is I will OPEN SOURCE the entire workflow at some point. I just can’t do it yet for some strong reasons. So thank you, I appreciate your support. More soon!

@BitcoinAIGuy Worth noting per the institutional btc investment conversation. My buddies at hedge funds and family offices have expressed that they’re hearing the same cautions being expressed by allocation advisors. x.com/batsoupyum/sta…

@BitcoinAIGuy x.com/WatcherGuru/st…

@jackadams @ManAlejg @thetimes 💯

@ManAlejg @thetimes This would open such a rabbit hole that would never be able to be plugged back up. The original intent noble but the precedent awful.

Stein-Erik Soelberg committed murder-suicide after spending hours a day talking to the chatbot and sharing his delusions. Now the victim’s estate is suing OpenAI #Echobox=1768655649" target="_blank" rel="nofollow noopener">thetimes.com/us/news-today/…

@__marijuano @thetimes Do you not see the irony in responding to this story with a comment about having AI create a mental health app for you. No hate, just thought it was wild😂

@thetimes This is why I’m vibecoding a paid Mental-Health-as-a-Service app right now. Follow me for updates