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@danielbumsoe
Always in search for truth & value.. family #1. the stock market, Unc Tarheels, Tesla, and baseball dad. 👊. Unc/Nyc. #tarheelnation #tesla #warrenbuffett
nyc/unc Katılım Mayıs 2013
1.2K Takip Edilen206 Takipçiler
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Highest average 4-seam perceived velocity leaders among SP:
101.9 MPH - Jacob Misiorowski
98.9 MPH - Bubba Chandler
98.5 MPH - Cam Schlittler
98.5 MPH - Shohei Ohtani
DeRo breaks down the @Brewers phenom after his fifth double digit strikeout game of the year!
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Delta Airlines = morons.
I am so upset at them.
Sawyer Merritt@SawyerMerritt
38 airlines have now partnered with SpaceX to bring @Starlink to their fleets, and based on my research, more than 6,300 commercial aircraft already have Starlink installed or are under contract to receive it. • American Airlines • Southwest Airlines • United Airlines • British Airways • Singapore Airlines • Emirates • Qatar Airlines • Air France • Hawaiian Airlines • Alaska Airlines • Virgin Atlantic • Lufthansa • Korean air • Air Baltic • Air Canada • Aer Lingus • Air Busan • Air Dolomiti • Air New Zealand • flydubai • Air Seoul • Asiana Airlines • Austrian Airlines • SWISS Air • Scandinavian Airlines • Gulf Air • Iberia • Discover Airlines • ITA Airways • Vueling • Brussels Airlines • Jin Air • LEVEL • WestJet • Edelweiss Air • JSX • ZipAir • Eurowings and no doubt more to come 😎
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A Democrat congressional candidate refused to say the Pledge of Allegiance and repeatedly turned her back on the American flag at Sacramento City Council meetings.
My message for Mai Vang and to anyone who thinks about serving in elected office:
That flag is NOT a prop.
It represents the sacrifice of generations of Americans who bled, fought, and died so that free people could disagree openly in this country.
And the least we can do, the absolute bare minimum, is stand for 30 seconds and say the Pledge of Allegiance.
That flag is the one thing that is supposed to unite all of us.
So yes, we should say the pledge.
In Every committee.
Every public meeting.
Every generation of Americans has stood up willing to fight and die for that flag.
The least we can do is stand up and HONOR it.
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biznum 🐏 retweetledi
A great way to see Van Gogh's "Starry Night" is to stare at the center of the spiral for 20 seconds and then look at the painting.
Why Starry Night was so famous: bit.ly/49VNzyl
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biznum 🐏 retweetledi
Wolves kept eating his sheep, so he fitted them with spiked armor and sent them back to graze🛡
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biznum 🐏 retweetledi
Watch Starship's twelfth flight test twitter.com/i/broadcasts/1…
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@FBIDirectorKash @usarocks_c LETS GOOO bro jumped 4 floors and broke his ankle to only be caught in a few hours 😂💀
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After today’s interagency press conference announcing 15 public healthcare fraud indictments in Minnesota, the below subject who fled when FBI executed today’s raid - Muhammad Omar - has now been arrested.
He is charged with healthcare fraud (18 U.S.C. § 1349, 18 U.S.C. § 1347) involving a Housing Stabilization Services company - with fraudulent claims for services not provided and diverting the proceeds for personal benefit. Subject was located arrested within 2 hours.
@DAGToddBlanche @FBIDDRaia @VP @SecKennedy @DrOzCMS @WHFraudTF
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@FromValue you might be right, you might be wrong... the ones that act like they know when they actually don't are the dangerous ones to listen to. not too wise. 🤔
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I still see people excited about the $SPCX SpaceX IPO.
Know this:
Each IPO creates as much FOMO as possible, because that's the incentive.
Once the lock-up period expires, insiders will drown the market with shares, as many have wanted to sell down their position for years. Not because it's a bad company (NEVER bet against Elon) but because it's simply too big of a position in their portfolios. This will crater the stock price.
I once read (but can't find the source now) that just 3 stocks never went under their IPO price. $NFLX was one.
If you have that source, please share it with me. 🙏
Elon is a visionary founder and CEO but I'm pretty sure that SpaceX will be much more attractive at another moment than the IPO.
Thank me later.😊
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@JoshWest247 @elonmusk thanks for capturing that! Good to see you there up front
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The legend @FutureJurvetson receives the keys to his Signature Model S from @elonmusk
The very last one.
In 2012 Steve took delivery of the very first Model S Signature and now brings the Model S saga full circle and takes delivery of the very last Model S in 2026.
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biznum 🐏 retweetledi
Gavin Baker (@GavinSBaker): "The most important thing in the next 3-4 years is data centers in space.
In every way, data centers in space, from a first principles perspective, are superior to data centers on earth.
In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense, which results in six times more irradiance than on Earth. So you don't need a battery.
The cooling in these data centers is incredibly complicated. Space cooling is free. You just put a radiator on the dark side of the satellite.
The only thing faster than a laser going through a fiber optic cable is a laser going through absolute vacuum.
Link satellites with lasers, and you have a faster and more coherent network than any data center on Earth."
From our conversation in December 2025.
Patrick OShaughnessy@patrick_oshag
In our last conversation, Gavin said data centers in space will be the most important thing in 3-4 years. He explains that means "racks in space" and thinks orbital compute will solve the watts shortage: "When people hear data centers in space, they picture a Pentagon-sized building in space. That's not what it is. A Blackwell rack weighs 3,000 pounds. It's eight feet high. Four feet deep. Three feet wide. It's racks in space. It has these solar wings that are probably 500 feet long on each side. You keep it in a Sun-synchronous orbit, so those solar panels are always in the sun. And then because it's in an exactly Sun-synchronous orbit, the radiator, which extends behind it for hundreds of feet is in the shade. You link these racks using lasers traveling through vacuum which are already on every Starlink. SpaceX operates the world's largest satellite fleet, which is 98 or 99% of all satellites in orbit. Every Starlink, they're cooling it today. I think Starlink V3 is going to operate at 20 kilowatts. A Blackwell rack is only 100 kilowatts. And people talk a lot about density. Well, if you're connecting the racks with lasers through vacuum, you can make the rack bigger physically. In space, there's all sorts of things that SpaceX can do. They also now operate the largest data center on Earth. I've spent a lot of time at Starbase over the years, and I've talked to a lot of SpaceX engineers. It is the most talented group of engineers on planet Earth, and they're very confident they have solved this."
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$NU dropped 35%.
The bears are screaming things that sound convincing:
provisions surging
margins compressing,
Brazilian credit getting risky.
They're reading the wrong numbers and reading the numbers wrong
In my new article, I break down what's really happening. 💡
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@marcuslemonis @rdd147 hrmm. 🤔 regardless... the fate of the biz is not looking all that great. a little disappointed in Marcus's ablity to run a business because hseemse very savvy. oh well...
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biznum 🐏 retweetledi
In our last conversation, Gavin said data centers in space will be the most important thing in 3-4 years.
He explains that means "racks in space" and thinks orbital compute will solve the watts shortage:
"When people hear data centers in space, they picture a Pentagon-sized building in space. That's not what it is.
A Blackwell rack weighs 3,000 pounds. It's eight feet high. Four feet deep. Three feet wide.
It's racks in space. It has these solar wings that are probably 500 feet long on each side.
You keep it in a Sun-synchronous orbit, so those solar panels are always in the sun.
And then because it's in an exactly Sun-synchronous orbit, the radiator, which extends behind it for hundreds of feet is in the shade.
You link these racks using lasers traveling through vacuum which are already on every Starlink.
SpaceX operates the world's largest satellite fleet, which is 98 or 99% of all satellites in orbit. Every Starlink, they're cooling it today.
I think Starlink V3 is going to operate at 20 kilowatts. A Blackwell rack is only 100 kilowatts.
And people talk a lot about density. Well, if you're connecting the racks with lasers through vacuum, you can make the rack bigger physically.
In space, there's all sorts of things that SpaceX can do. They also now operate the largest data center on Earth.
I've spent a lot of time at Starbase over the years, and I've talked to a lot of SpaceX engineers.
It is the most talented group of engineers on planet Earth, and they're very confident they have solved this."
Patrick OShaughnessy@patrick_oshag
This is my sixth conversation with @GavinSBaker. As always with Gavin, the conversation covers a lot of ground, but we spend the most time on watts and wafers. We discuss: - Why the wafer shortage may prevent an AI bubble - Data centers in space (reframed) - Elon's Terafab and the new chip companies challenging Nvidia - Usage-based pricing - The disaggregation of GPUs - DRAM, frontier tokens, and open source Enjoy! Timestamps: 0:00 Intro 7:55 Anthropic and OpenAI Valuations 12:58 Watts, Wafers, and Infrastructure 14:39 Orbital Compute and Data Centers in Space 22:49 Avoiding the AI Bubble 28:26 Terafab and the Future of US Manufacturing 32:16 Returns to the Frontier 37:23 Continual Learning 42:03 New Chip Companies 48:52 Extending GPU Lifespans and Private Credit 51:22 The Application Layer 57:32 The Token Path and Open-Source Dynamics 1:01:37 Cybersecurity 1:05:46 Diversity Breakdown 1:11:59 Assessing the Big Tech Players in AI 1:19:02 Geopolitics, Personal Safety, and the AI Horizon
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SpaceX IPO: Everything You Need To Know!
• Deep Dive Into SpaceX IPO Prospectus (S-1)
Timestamps:
0:00 Elon Musk Explains INSANE SpaceX Opportunity Ahead of IPO
7:05 SpaceX IPO: Space/Launch Highlights & Timeline
8:17 SpaceX IPO: Connectivity (Starlink) Highlights & Timeline
9:32 SpaceX IPO: AI (xAI) Highlights & Timeline
10:06 The SpaceX Mission & 3 Pillars (Space, Connectivity, AI)
19:14 Recap: Why SpaceX Has NO Competition & ALL The Leverage
21:04 The Numbers: SpaceX TAM, Revenue, Growth etc
24:45 INSANE Deal Disclosed: Anthropic To Pay SpaceX Almost $50 BILLION For AI Compute?!?!? WHAT THE
28:05 Elon Musk’s Voting POWER In SpaceX After IPO (GREAT NEWS)
29:00 SpaceX & Tesla: Collaborations, Partnerships, Terafab, Macrohard And MORE
32:53 How To Secure SpaceX Stock Before IPO (how to “lock in” the IPO price on shares)
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Watch Starship's twelfth flight test twitter.com/i/broadcasts/1…
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Jeff Bezos on NYC:
"If we ran Amazon the way New York City runs their school system, your packages would take six weeks to arrive, and we'd have to charge you a $100 delivery fee."
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biznum 🐏 retweetledi
SpaceX reportedly accounts for ~45% of D1 Capital's venture and private equity book.
At a $1.75T IPO valuation, that stake would be worth about $20B.
When we spoke with Dan Sundheim in February, here's how he described the investment:
"SpaceX was pretty obvious to me that the launch business, at a minimum, was going to be a very good business.
What they had achieved, just from an engineering perspective, was insane.
If I could buy a company that had achieved the most amazing engineering feat I'd ever seen, at some multiple of revenue with very little cash burn at that point, I didn't know what was going to come, I just knew that the skew was very good.
The initial prognosis was just always that they were going to be a low cost provider of launch.
Starship is a game changer, which we knew about fairly early on, but didn't know if it would work.
And what that means, very simply, is that the cost of launching everything goes down dramatically, 97% or whatever.
And the engineering that they've done with the satellites to harness solar power and be able to deliver really high-speed bandwidth has surprised me to the upside.
And there's a lot of software that goes into that too, just given these networks of satellites are all communicating.
The ramification of that is that the telecom market globally is now the TAM.
They've come so far down the cost curve, I think that in a relatively short amount of time they're going to be dramatically cheaper than any other form of delivering broadband."
Patrick OShaughnessy@patrick_oshag
My conversation with Dan Sundheim (@dsundheim). He is the founder and CIO of D1 Capital Partners, which manages over $30B across public and private markets. There's no one as passionate about investing as Dan. We had a really wide-ranging conversation and discuss: - Public vs. private markets in 2026 - Anthropic, OpenAI, and SpaceX - How Dario reminds him of Jeff Bezos - The future of hyperscalers - The software selloff and what comes next - GameStop and the LP dinner that followed - China vs. US: the risk of Taiwan Enjoy! Timestamps: 0:00 Intro 1:05 Public vs. Private Markets 9:10 LLMs as a Business Model 23:23 The Future of Hyperscalers 27:45 AI's Impact on Traditional Software 36:31 Surviving the GameStop Short Squeeze 49:54 Big Private Bets: Rivian and SpaceX 54:26 The Art of Short Selling 1:04:28 Early Career 1:17:11 Geopolitics and the Semiconductor Collision Course 1:22:05 Traits of Great Leadership 1:23:20 The Kindest Thing
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