bvdstms

@KarlWuckert Obviously Nick Fuentes

Current American Patriots: -Alex Jones -Theo Von -Dan Bilzerian -Thomas Massie -Tucker Carlson -Candace Owens Who else belongs on this list?

@MarkJCarney @ZelenskyyUa Please stop

Today, we announced $270 million of new military support to Ukraine. Ukraine’s fight is our fight. Their cause — freedom, democracy, sovereignty — is our cause. Good to see President @ZelenskyyUa today in Yerevan. 🇨🇦🇺🇦

@CuriosityonX Billy Meier

If aliens requested a meeting with a sole individual to represent the human race, whom should we send?

@Cynthia1227494 2nd one will most certainly not die behind bars. Will be out by his mid to late 30’s

Actors Who Will Die Behind Bars — No Chance of Freedom

@RT_com This shit is fire.. What a goat

Fuentes: 'they tried to kill me'

@RobKuhn_ $5M American?

THE BIGGEST POT IN CASH GAME HISTORY WOW

@AJNlive @EricSpracklen Should I unfollow infowars now?

ɴᴇᴡ ʜᴏᴍᴇ. sᴀᴍᴇ ᴍɪssɪᴏɴ: alexjoneslive.com

@videothread3 Wonder if they’re hiring anymore piss on the part guys

We are your experts in custom forging.

@MorbidKnowledge A little excessive on the *’ing out of words

Chilling footage of Brandi Celenza and her husband Keith Johansen just days before he mu*dered her. On April 7, 2018, Brandi Celenza, 25, was fat*lly shot in her Palm Coast, Florida, home while her six-year-old son was in the next room. Her husband, Keith Johansen, initially claimed to 911 dispatchers that she had accidentally shot herself while he was in the shower. However, his story shifted multiple times during the investigation, eventually moving from blaming a neighbor and his young son to a final claim of self-defense at trial. Prosecutors secured a conviction primarily through home surveillance footage recovered from the security company's servers. Although Johansen had removed a camera from the bedroom shortly before the m*rder, the recovered audio and video evidence directly contradicted his claims of an accident or a threat. In October 2021, a jury found him guilty of first-degree m*rder after less than three hours of deliberation, resulting in a sentence of life in prison without parole.

@hayasaka_aryan I don’t think you’re seeing what you think you’re seeing

The Trump shooter is balding 😭

@6ixbuzztv Employed entirely of foreign workers and lgbt

The Canadian government just announced the ‘Canadian Space Launch Act,’ that could potentially create a $40 billion space industry. 🇨🇦 This would allow commercial rocket launches from Canadian soil.

@stats_feed Also, the endless tires that drive on them, slowly eroding into particulate, everywhere, all the time

Asphalt releases toxic airborne compounds that can harm respiratory health, neurological damage and increase long-term disease risk, especially in aging pavements and heat/sun.

@NolaDemand @PokerNews @junglemandan @HCLPokerShow You’re right, you didn’t make that point. Still, I think it’s probably just casino rules. Jungleman seemed understanding, not mad at all, and will most likely be back.

@bvdstms @PokerNews @junglemandan @HCLPokerShow If it was done intentionally yes but he didn’t mean to do it and immediately apologized for it and tipped the dealer. I said nothing about him being a “notable” player you did. These players are humans not robots and should be allowed to have a human reaction.

🥾 A frustrated @junglemandan was booted from the @HCLPokerShow stream for angrily throwing his cards at the dealer. Full story 👇 pokernews.com/news/2026/04/j…

@HCLPokerShow @junglemandan Didn’t end well for him lol

TONIGHT— @junglemandan returns to HCL on High Stakes Friday. Do you think he’ll wear a special costume? 🤔

@dbongino Bro, these posts are so goddamn cringe

Today is April 25th, 2026 and Donald J. Trump is the President of the United States of America.

@NolaDemand @PokerNews @junglemandan @HCLPokerShow Wouldn’t that just be the casino policy though? If any player throws their cards and they hit the dealer you get walked. Seems like a good rule for a casino to have to me. Him being a notable poker player is irrelevant, and the rules shouldn’t change because of that

@PokerNews @junglemandan @HCLPokerShow @HCLPokerShow that was complete bullshit!!! @junglemandan he a normal poker reaction. I was never visit HCL again.

@realspeckzo I’m talking to you 🫵 🤣

Nick’s message to targeted individuals

@ChinUpGoAgain Doug Polk’s brow so strong he doesn’t need shades

"Ivey was caught by surprise there."😵‍💫 Rare to see Phil Ivey this vocal at the table.🧠👀

@officialrnintel Did he post that picture?

🇺🇸⚡️- "Candace Owens’ stock, which was never very high, has fallen a long way. Her attack on the First Lady of France is despicable. I believe, in this case, without verification, she is an extremely Low IQ individual!" - President Trump on Truth Social.

@gnoble79 This guy talks like heath ledger’s joker 🤡

Last night was the biggest disaster in the history of Tesla. Let me walk you through what actually happened on that earnings call, because the headlines are doing you a disservice: Elon Musk got on the call and admitted (his words) that Hardware 3 "simply does not have the capability to achieve unsupervised FSD." He said he wished it were otherwise. He said the memory bandwidth is one-eighth of what Hardware 4 has. And that's the end of the conversation. Approximately 4 million Tesla vehicles on the road right now have Hardware 3. Many of those owners paid $8,000 to $15,000 for Full Self-Driving capability based on Musk's repeated promises (going back to 2016) that the hardware was sufficient for full autonomy. As recently as 2022, Musk was publicly assuring owners that HW3 had the processing power to get it done. BUT IT DIDN'T Those promises are now officially broken. The solution is a "discounted trade-in" toward a new car with Hardware 4. Not a refund or a free upgrade... A discount on buying ANOTHER Tesla. Investor Ross Gerber said it too - all HW3 owners got screwed, and with roughly 285,000 FSD purchasers affected, the potential liability runs into the BILLIONS. But that's not even the worst part. Musk was asked if the current FSD v14.3 was ready for unsupervised deployment. He said yes. Then immediately walked it back and admitted Tesla has "major architectural improvements" in the pipeline that would significantly improve safety. What he really means: the software isn't SAFE ENOUGH to deploy without a human watching. Full unsupervised FSD for consumer cars is pushed to Q4 2026. At the earliest... Maybe. How many times has this deadline been pushed? I've lost count. And trust me, I've seen a lot of broken promises. But this one takes the cake. Now let's talk about the numbers everyone is celebrating: Tesla reported $22.4 billion in revenue and $0.41 in non-GAAP earnings. A "double beat." The stock popped 4% after hours. Victory, right? WRONG Dig into the actual filing: The number one driver of operating income improvement wasn't cost reductions, wasn't volume growth, wasn't FSD revenue. It was - and Tesla listed this FIRST in their own shareholder letter - "one-time benefits related to warranty and tariffs." They released warranty reserves. They booked tariff refund windfalls. They stretched supplier payments by 10 days. They took on billions in new debt. Then they presented everything through non-GAAP metrics that strip out over $1 billion in stock-based compensation. GAAP net income was $477 million on $22.4 billion in revenue. That's a 2.1% net margin. On a $1.4 trillion market cap. Let me put that in perspective: 3.75 billion shares outstanding. Annualize the Q1 GAAP profit and you get roughly $1.9 billion. That's a trailing P/E ratio north of 700. Use the adjusted number - strip out stock comp, which is a REAL cost to shareholders through dilution - and you're still at around 250x earnings. All of this is extremely bad, but I didn't even talk about the CAPEX BOMB yet... 3 months ago, Tesla guided to "over $20 billion" in 2026 capital expenditure. Last night they raised it to over $25 billion. A $5 billion increase in a single quarter. That's 3x their historical annual capex run rate - $8.5 billion in 2025, $11.3 billion in 2024. The CFO confirmed on the call that Tesla expects NEGATIVE free cash flow for the rest of the year. So you have a company generating roughly $6 billion in annual free cash flow on a good year, and they're about to spend $25 billion. The math doesn't work. They will almost certainly need to issue equity. Which means dilution. Which means the $1.9 billion in annual earnings gets spread across even MORE shares. The core auto business is literally deteriorating in real time: Tesla delivered 358,000 vehicles in Q1 (missed estimates again). They produced 408,000. That's 50,000 cars sitting on lots that nobody bought. Inventory days jumped from 10 to 27 in just a few quarters. California (their most important US market) saw registrations crash 24% year over year. Their market share in the state fell from 9.2% to 7.7%. That's on top of a Q1 2025 that was ALREADY weak from Model Y retooling. They're declining off a decline. And here's what really kills the bull case... The entire valuation rests on robotaxis, Optimus robots, and autonomy. So let's put numbers on it: Waymo - the actual leader in autonomous driving with 15 million completed rides in 2025 alone, over 127 million autonomous miles driven, operating commercially across 6 US cities with plans to expand to 20 more - just raised $16 billion at a $126 billion valuation. That's the market's verdict on what the LEADING robotaxi company is worth. $126 billion. And Waymo is YEARS ahead of Tesla in actual deployment. Tesla has 3.75 billion shares outstanding. So even if you assign $126 billion in robotaxi value (giving Tesla full credit for matching Waymo despite being nowhere close) that's $33 a share. Add the auto business at generous auto-industry multiples, maybe $20 a share. Throw in energy storage and services, $10-15. Sum of the parts gets you to roughly $65-70 a share if you're feeling generous. Maybe $50 if you're not. The stock is $387. So what exactly are you paying for? You're paying for a STORY. You're paying for PROMISES that keep getting pushed back, technology that keeps falling short, and a business plan that requires spending $25 billion a year while the core product sells fewer units at declining margins in a market where California sales just fell 24% and the federal EV tax credit is gone. I managed the number one mutual fund in America. I founded two billion-dollar hedge funds. I've been doing this since 1981. And I am telling you: Tesla at $387 is one of the most egregious mispricings I have seen in my entire career. THE CRASH WILL BE EPIC