Philip Tom

Let me ask a serious question. Do you think Amazon or Tesla or any other company would accept gold if anyone was stupid enough to offer it to buy something? Question is self answering. #STAYLOUD

lots of useful information in here. thanks stan.

Cathie Wood might be the most expensive lesson retail investors have ever paid for. Her flagship ARK Innovation ETF is down 23% in the last 5 years. The S&P 500 is up 77% over the same period. She has underperformed the index by 100 percentage points. And she has done it while collecting BILLIONS in management fees. A quick reminder of the highlight reel: – She predicted Tesla would hit $3,000 per share by 2025. It is currently $432. – She predicted Tesla revenue would hit $234 to $367 billion in 2025. The actual number came in under $100 billion. – She made Teladoc her single largest position around $80 per share. It trades at $7 today. – She loaded up on Zoom near $300. It trades at $110. – She dumped almost her entire Nvidia position in January 2023 around $20 per share. Nvidia is now at $220, which means she sold the single greatest stock of this generation right before it 10x’d. Morningstar officially labeled the ARK family of funds a “value destroyer,” noting that her funds lost roughly $14 billion in shareholder value from 2014 to 2024. But here’s the part nobody talks about: ARK Investment Management has been one of the most profitable asset managers of the last decade. Wood has personally made tens of millions in fees while her investors have collectively lost real money. This is the part of Wall Street most retail investors do not understand. You’re not paying for performance, you’re paying for marketing. The people who win are the ones running the fund, not the ones holding it. This Friday, May 15, every fund managing over $100 million is legally required to disclose their Q1 2026 trades to the SEC. We will be breaking down EVERY major filing right here the moment they drop. Follow us with notifications before it’s too late. If you don’t follow us, you might regret it.

Shorts remain trapped, $PCT is making real sales to major players (P&G, Starbucks/Tim Hortons). Market is massive, PCT is the only player. Growth for the foreseeable future! Lower cost than virgin coming. Stand back, I dont know how big it can get.

🚨🚨BREAKING: The Pharmaceutical Industrial Complex is going to MELT DOWN HARD… Children’s Health Defense just EXPOSED THE SCAM…Ivermectin is CRUSHING cancer like chemotherapy NEVER could. Nearly 200 patients. Multiple cancer types. 84% POSITIVE OUTCOME.

My seemingly healthy, strong father Daniel “Dad Timpf” Timpf died very unexpectedly on the evening of May 7 at just 69 years old.   It does not seem like enough to simply call him my father, because he was so much more than that. He was my rock, my hero and my best friend. He was loyal, funny, kind, selfless, hard-working, and so devoted to his children that it was impossible to be near him and not find yourself inspired. He was a writer, a painter, a sailor, and somehow knowledgeable on every subject from world history to literature to accounting. He was the most dependable person anyone has ever met. I always felt like, as long as I had his phone number, there was not a problem I could not solve. I needed him here with me; I am not okay, and I am far from the only person who feels this.   The birth of my son in February 2025, his first grandchild, was supposed to be a happy new beginning for our family. A family that had been already once devastated by an untimely loss: the loss of my mother Anne Marie to a rare disease in 2014 just a matter of weeks after her diagnosis.   The joy of my son’s birth was, of course, complicated by my also very unexpected breast cancer diagnosis just a matter of hours before going into labor with him. During this time, my dad did what he did best, which was to save the day. As soon as he heard about my diagnosis, he simply got into the car and started driving to New York -- making it through the tunnel just as my  son was born…on the day that happened to be his own birthday, as well.   In the tumultuous time of a simultaneous new cancer diagnosis and new baby, my dad was the sole reason for our stability, rushing in to help care for our son, and returning to do so again for my double mastectomy, reconstructive surgery, and any time that we ever needed him. It was an awful, awful year… but I found so much joy and hope throughout it by watching the beauty of a very special relationship form between my son and my father. This horrible thing that was happening was creating such a very special bond between the two of them -- almost making the terrible thing worth it -- and I was so excited to see how that bond would grow.   The bond was of top priority for my father, who visited from Michigan often. I saw him last on the Monday before he died, and my son was so proud to help his grandfather push his suitcase down to the car as he left. The goodbyes were quick. Why wouldn’t they be? We would all see each other again at the beginning of June, when we would all head to Texas for my shows and to see my grandpa. We wanted to make sure that my son could spend as much time as he could with his great-grandfather. He is, after all, 93.   I was certainly not over the trauma of my cancer or having to amputate the breasts I so badly wanted to feed my son with, but the one thing I could always count on to get me through my worst moments was seeing my son’s and my father’s faces light up when they saw each other, be it during the visits or our routine morning and bedtime FaceTime calls.   That is, at least, until I had to hear over the phone from a doctor I had never met in an emergency room in the same town up north that I’d previously announced to my father that I was pregnant that my dad was dead; I would never see him again, and neither would my son. It would turn out that last year was not the hard one, after all. Rather, it was the one I would now do anything to relive. I would amputate my breasts every year just to be able to speak with him one more time, even for five minutes.   I am currently living an unimaginable horror. For many people, this is a tragic story. For me, it’s my life. I do not know how I will recover from it. I only know that I have to for the sake of what is left of my family.

Insane chart on the death of marriage:

SHOCKING SENATE EXPOSÉ: Pediatricians are getting PAID BONUSES to jab your kids — and they’ll DUMP your family if you say NO! In explosive testimony before Sen. Ron Johnson’s subcommittee, Polly Tommey and Dr. Brian Hooker just blew the lid off the vaccine racket: Pediatricians pocket **$200–$600 PER CHILD** in bonuses for hitting vaccination quotas. Some are raking in **OVER $1 MILLION A YEAR** pushing shots. Refuse? They drop you like a bad habit. Parental rights? Crushed. Ethics? Non-existent. The fear-mongering lies they feed terrified parents: - “Your newborn will BLEED OUT without Vitamin K!” - “Your child will DIE of cancer without the HPV shot!” This isn’t healthcare — it’s a **greedy, quota-driven medical cartel** treating your babies like profit centers. They don’t care about your child’s health. They care about their **BONUS CHECKS**. Parents: **WAKE UP.** Do your own research. Say NO to experimental shots. Protect your kids from this corrupt system. This is medical tyranny for profit.

🇺🇸Unfortunately, this is what happens to beautiful cities when Liberal Democrats refuse to accept law and order policies.🇺🇸

Know why you own gold/silver miners. Don't think like an investor who is trying to steadily make money Qtr after Qtr, Year after Year.  Think about the prize. Be patient. Wait for everything to align.  The key is to prepare for the outcome and not to aggressively try to create your own. That is the mentality of an investor or a trader.  Most of us are not investors or traders. We are speculators trying to maximize our returns of THIS gold/silver bull market.  Again, know why you own gold/silver miners.  Most of us own them because we know in our gut that gold and silver are going a lot higher, and this is an incredible opportunity not to squander.  So, how do we not squander it? Here are a few rules: 1) Avoid exploration stocks (or keep your allocation low). 2) Do not focus on the near term (the next 12 months). 3) Own quality with big alpha (the best quality are producers).  4) Allocate according to risk. Higher risk, less allocation.  5) Stay diversified. Do not over-allocate.  6) Don't try to pick winners.  7) Do not under-allocate to your favorite stocks.  8) Prepare for dips, and buy them.  9) Do not sell early. Let most of your winners ride.  10) Do not chase. You make your money when you buy, not when you sell.

Eric Clapton Took the Shot So He Could Go on Tour. Now He Can't Play the Guitar. One of the greatest guitarists of all time. Peripheral neuropathy so severe he cannot hold a pick. He did the right thing, he said. He wanted to perform. He wanted to tour. He got the shot. He wrote a song about it called "Enough's Enough." The UK media crushed him for saying it out loud. He said it anyway. Join the Fight: mcculloughfnd.org Courtesy of The Sage Steele Show @sagesteele Watch the Full Episode: youtube.com/watch?v=KDygr3… #MedicalFreedom

The AI supercycle will last 15 years. We're in year 3. Most investors are still buying Phase 1 names while the real money is already rotating into Phase 3. I mapped the entire cycle into 4 phases with the tickers that matter at each stage: The AI supercycle is the biggest investment theme of our generation. Bigger than mobile. Bigger than cloud. A 15 year structural shift that will reshape every sector of the global economy. Hyperscalers just committed $725 billion in capex for 2026, nearly doubling last year. Microsoft, Google, Amazon, and Meta each spending over $100 billion individually. This is not speculation. I've mapped the entire supercycle into four phases so you know exactly where we are and where the asymmetric opportunities sit. 🔴 Phase 1: Already Ran (2023 to 2025) The foundation layer is complete. $AMD ran 78% in 2025, $NVDA 39%, and $INTC just posted a blowout Q1 that sent the Philadelphia Semiconductor Index above 10,000 for the first time. Chips still power every phase but the generational entries are gone and risk/reward has compressed. - $NVDA, $AMD, $ARM, $INTC, $AVGO, $MU, $GLW - Semiconductors, Memory & Storage,Photonics/Optics - Foundation complete. Still growing but priced for it. 🟠 Phase 2: Peak Buildout (2025 to 2027) The phase most investors just woke up to. $CEG acquired Calpine to become the largest U.S. private power producer at 55 GW. $GEV up over 200% in a year. $VRT co engineering cooling for NVIDIA's Rubin architecture. $GLW up 74% YTD on optical fiber demand. Nuclear SMRs are the breakout with $OKLO, $SMR, and $BWXT positioning to power data centers directly. Still upside but the obvious names have moved. - $CEG, $GEV, $VRT, $VST, $TLN, $ANET, $GLW, $MOD, $EQIX $OKLO, $SMR, $BWXT, $NNE - Power/Grid, Cooling, Networking, Nuclear/SMR Peak buildout. - Nuclear SMRs are the sleeper. 🟡 Phase 3: The Positioning Window (2026 to 2028) Where AI escapes the data center and enters the physical world. Most will be late. Tesla converting Fremont to Optimus production, $25B capex, mass production targeted H2 2026. Rocket Lab posted record $602M revenue with $1.85B backlog. $LUNR up 47% YTD with $943M in contracts. $KTOS Valkyrie drone selected for the Marine Corps. The window to position is open right now. - $TSLA, $RKLB, $LUNR, $KTOS, $AVAV, $PATH, $ISRG $MP, $FCX, $ALB, $ASTS - Robotics/Autonomy, Space/Defense/Drones, Rare Earths - This is where the asymmetric risk/reward lives. 🟢 Phase 4: Final Frontier (2028+) The endgame. Microsoft capex $190B. Alphabet $190B. Amazon $200B. Meta $145B. Google Cloud backlog past $460B. They're building the rails for AI software dominance and AGI. Quantum still early but $IONQ and D Wave are laying groundwork. The platforms that control the software layer win the entire supercycle. - $MSFT, $GOOGL, $AMZN, $META, $ORCL, $IONQ - AI Software Dominance, AGI Infrastructure Decade long thesis. - Accumulate on weakness. 💊 Key Takeaway - Phase 2 is confirmed ($725B hyperscaler capex) - Phase 3 is where the smart money positions nowRobotics, space, defense, nuclear - SMR are the 2026 to 2028 trades - Most will rotate into these names 12 months too late 15 year supercycle. Not a trade. Phase 1 ran. Phase 2 is priced. Phase 3 is where you want to be.

@NBA__Courtside Wilt is the GOAT

Skip Bayless has LeBron ranked 9th all time: 1. Jordan 2. Magic 3. Shaq 4. Kareem 5. Tim Duncan 6. Bill Russell 7. Kobe 8. Larry Bird 9. LeBron 10. Wilt “The 8 players above him are all cold blooded killers. LeBron James over many years has proven to be the most mentally fragile superstar I have ever closely observed”

BREAKING | Dit is de echte waarheid over Donald Trump — let goed op. Want onlangs stond een man genaamd Rand Paul — met tranen in zijn ogen — voor de hele wereld. En hij zei iets over Trump waar ik nog steeds van moet huilen. Senator Rand Paul voerde in 2015 bijna 200 staaroperaties uit in Haïti. Bij mannen en vrouwen die in volledige duisternis hadden geleefd. Mensen die al jaren het gezicht van hun kinderen niet meer hadden gezien. Mensen die elke ochtend wakker werden in een wereld die voorgoed grijs was geworden. En toen Rand Paul financiering nodig had voor die missie — pakte hij de telefoon en belde hij Donald Trump. Die nog geen kandidaat was. Die er niets bij te winnen had. Die geen stemmen te winnen had en geen camera’s achter zich aan had. En Trump zei ja. Onmiddellijk. Hij werd een van de grootste financiers van die hele reis. En hield er vervolgens volledig zijn mond over. Geen enkele post. Geen enkele aankondiging. Geen enkel woord. En toen, jaren later, stond Rand Paul in NBC's Meet The Press, met tranen in zijn ogen, en vertelde hij de hele wereld wat Trump had gedaan. Hij zei: "Ik weet zeker dat Donald Trump heel veel om de mensen van Haïti geeft. Omdat hij hielp bij de financiering van een reis waarbij we 200 mensen hun gezichtsvermogen konden teruggeven." Tweehonderd mensen. Die op een ochtend wakker werden – terwijl het verband langzaam werd verwijderd – en hun families voor het eerst in jaren weer zagen. Een oude man genaamd Saint Fleur zat volkomen sprakeloos. Toen fluisterde hij: “Ik zie. Ik zie.” En hij reikte met trillende handen uit – en omhelsde iedereen om hem heen. Dat ene moment gebeurde omdat Donald Trump stilletjes een cheque uitschreef. Zonder camera’s. Zonder erkenning. Zonder aankondiging. En hij heeft er nooit iemand iets over verteld. Mijn vrouw hoorde dit vanavond, pakte mijn hand en zei: “Een man die 200 vreemden hun gezichtsvermogen teruggeeft en het aan niemand vertelt – dat is geen show. Dat is gewoon wie hij werkelijk is.” Bid vanavond voor die 200 mensen in Haïti die de wereld weer konden zien. En bid nog harder voor de man die ervoor zorgde dat ze dat konden. Is er iemand in je leven die stilletjes iets voor een vreemde heeft gedaan dat alles heeft veranderd – en daar nooit erkenning voor heeft gevraagd?

$PCT Positioning set up. This is where it gets fun. Weve got 50m shares short, with gives you a MINIMUM 50% SI. Shorts were expecting the stock to crack here and you’ve got convicted longs who are coming off a low of five bucks and see a 100 dollar stock. Meanwhile, if you’re short you have nothing to bank on until the next Q (when I suppose you expect the stock to break), while at any time DEP approval/blue chip PO can come and blow you out of the water. You get to pay 10-20% for this luxury and have limited borrow available to fight back. FUN! Next few weeks months we will (in my opinion): 1) Get NJDEP approval 2) Get more PO PRs 3) Cash Warrants 4) Create a global monopoly with regulatory tailwinds and a premium product while having a cost of product <= the commoditized version of that product in a $150b+ market.

The ramp has officially begun! Maintenance shut down completed ahead of schedule and Ironton now ready to run 100% commercial has we ramp towards 100% utilization at EOY. We have 60-75m ramping guaranteed, and then once NJ is completed, we will have 85-125m LBs ready to roll. On NJ DEP, as I have said government takes time unfortunately. PCT doing all the right things and at the end of the day, PCT IS what NJ wants – this will get done.

@ThrillaRilla369 Hoosiers

Name a movie you’ve watched at least 5 times… and would still watch again tonight if it came on. No overthinking 🎬

MES AMIS ! C'EST OFFICIEL !!! PFIZER VIENT DE PUBLIER LA LISTE DES EFFETS SECONDAIRES POSSIBLES, DE SON « VACCIN CONTRE LE COVID » !!! C'EST CRIMINEL ! 1) Thrombose sanguine, 2) Lésion rénale aiguë, 3) Myélite flasque aiguë, 4) Anticorps anti-spermatozoïdes positifs, 5) Embolie du tronc cérébral, 6) Thrombose du tronc cérébral, 7) Arrêt cardiaque (des centaines de cas), 😎 Insuffisance cardiaque, *** 9) Thrombose ventriculaire cardiaque... 10) Choc cardiogénique, 11) Vasculite du système nerveux central, 12) Décès néonatal, 13) Thrombose veineuse profonde, 14) Encéphalite du tronc cérébral, 15) Encéphalite hémorragique, 16) Épilepsie du lobe frontal, 17) Psychose épileptique, 18) Paralysie faciale, 19) Syndrome de détresse fœtale, 20) Amylose gastro-intestinale, 21) Crise tonico-clonique généralisée, 22) Encéphalopathie de Hashimoto, 23) Thrombose vasculaire hépatique, 24) Réactivation du zona, 25) *** Réactivation de cancers... 26) Turbo cancers, 27) Hépatite à médiation immunitaire, 28) Maladie pulmonaire interstitielle, 29) Embolie de la veine jugulaire, 30) Épilepsie myoclonique juvénile, 31) Lésions hépatiques, 32) Faible poids à la naissance, 34) Syndrome inflammatoire multisystémique chez l'enfant, 35) Myocardite, 36) Crise épileptique néonatale, 37) Pancréatite, 38) Pneumonie, 39) Mortinatalité, 40) Tachycardie, 41) Épilepsie du lobe temporal, 43) Auto-immunité testiculaire, 44) Accident vasculaire cérébral thrombotique, 45) Diabète sucré de type 1, 46) Thrombose veineuse néonatale, 47) Thrombose de l'artère vertébrale, 48) Péricardite, 49) Mort subite du nourrisson. CONSÉQUENCES GRAVES d'un pseudo vaccin qui ne protège, ni de la maladie, ni de sa transmission, ni des formes graves ! " J'ai été insulté, traité de dangereux complotiste, j'ai perdu des amis pour avoir dit que, pour n'importe quel médicament, il y a des effets secondaires, pour avoir clamé haut et fort qu’un pseudo vaccin, qui tue plus que la maladie, n’a aucune raison d’être utilisé, ni rendu obligatoire. J'ai perdu mon mėtier de chirurgien pour cela ! " Docteur RESIMONT

🚨 WOW! Retired professional golfer Gary Player just gave an INCREDIBLE endorsement of President Trump in the Oval Office "I've been around almost every president for the last 65 YEARS — and I've NEVER seen a president who loves this country as much!" "I've never seen a president who loves the country as much as you do — and I say thank you, because I've traveled more miles than any human being before without being repetitive and I've never seen a country like this." "To Mr. Kennedy, who I have absolute utmost respect for...I always talk about the importance of fitness...to eat properly, this is so important, what you put in your body." "And the big thing that I wish, and I pray every day, and wherever I talk, and I do a lot of talking—I say to the young people, just love this country, because you don't realize what's going on around the world. Even the students of the great universities of America really don't understand what's happening around the world today." "There is a silent war taking place against America today, and what we've got to do is make these kids realize that freedom and exercise and education start reading some books." "Listen to what Mr. Kennedy has said: what you put in your body is so important. What a wonderful job he's done and all your cabinet members, of which I say — thank you for maintaining this great word, this cherished word, freedom!"