Exterminate!

6.9K posts

Exterminate!

Exterminate!

@epitaeph

Katılım Ocak 2013
872 Takip Edilen91 Takipçiler
Kyle Griffin
Kyle Griffin@kylegriffin1·
BREAKING on MS NOW: James Comey has been indicted by the Trump Justice Department — again. This time, Comey has been indicted on charges alleging he made threats against Trump in that May 2025 social post of a picture of shells on the beach that spelled out "8647."
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Jo
Jo@JoJoFromJerz·
@IngrahamAngle @LaraLeaTrump After grandpa joked for the umpteenth time about Paul Pelosi’s attack, someone sent me photos of my house and then called me to say they were on their way to “Paul Pelosi me next.” That didn’t happen in a vacuum either, Lara. But please do go on clutching those pearls.
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Laura Ingraham
Laura Ingraham@IngrahamAngle·
🚨 SOBERING: @LaraLeaTrump on the toll this is taking on her family. “I’ve had to sit my kids down THREE times and tell them someone tried to kill their grandfather.” “Politics used to be dirty… now it’s DANGEROUS.” “This is the THIRD attempt in two years — and it didn’t happen in a vacuum.”
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Gandalv
Gandalv@Microinteracti1·
Europe paid for the weapons. Signed the contracts. Transferred the funds. Then waited. Nothing! Washington kept them. Redirected to a war Europe explicitly refused to support, as punishment for a democratic decision made in broad daylight. Baltic nations and Scandinavian countries, within artillery range of a militarised Russia, were told their delivery was postponed. The explanation wasn't diplomatic. It was punitive. open.substack.com/pub/gandalv/p/…
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Andrew Lonsberry
Andrew Lonsberry@AndrewLonsberry·
Weld Anything. Weld Anywhere. We have been building for years to make our foundational model Obsidian capable of Welding Anything. Today we are extending our model to be able to run on any robotic platform and giving it the capability to Weld Anywhere.
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Exterminate!
Exterminate!@epitaeph·
@AndrewKolvet @harryjsisson Post the videos of them encouraging violence. Oh and cite the source of the video so we can see the full context (please remember to cite the timestamps in you just post the source video)
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Andrew Kolvet
Andrew Kolvet@AndrewKolvet·
Trump never called for vigilante assassinations. The left has. Trump said mean things about people who died who were very vicious to him. You can disagree with it. You can call it in bad taste. I did. But he never called for, or justified, cold blooded murder. The left has.
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Exterminate!
Exterminate!@epitaeph·
@cmasonOC @WatcherGuru Uh Dems dont fucking care they way you think. Fetterman should be investigated for insider trading,Tillis, Trump, Pelosi, Jordan, WE DONT CARE. Heres the thing corruption kills trust in the process. Trump and his brood have more than tripled their worth in the year...
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Independent Thinking
@WatcherGuru But Dems are mad at Trump's family for profiting on insider info. And before all the Dems come at me, I firmly believe all insider trading should be shut down. If Martha Stewart can't do it, then neither should Trump, Pelosi, or Fetterman.
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Watcher.Guru
Watcher.Guru@WatcherGuru·
Earlier this month, Senator John Fetterman disclosed a purchase of Micron Technology stock $MU. Micron was awarded $6.1 billion through the CHIPS Act, the largest grant made under the program. Fetterman serves on the Senate Commerce Committee, which has oversight authority related to CHIPS Act funding. The stock has increased more than 60% since his reported purchase.
Watcher.Guru tweet mediaWatcher.Guru tweet media
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AstrO
AstrO@Mi_Astronauta·
@epitaeph @Andiders @TheOmniLiberal At no point have I suggested Jan 6th didn't happen Jan 6th happened. It was Real. It was criminal and bad. Also.... Biden won, he was sworn in and he was the last President
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Exterminate!@epitaeph·
@DCK165 @Microinteracti1 @Brasher46 If you gas tank is empty and no one is willing to sell gas or trade with you how can you be first. If everyone stops dealing with us it means we are no longer able to be first.
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AstrO
AstrO@Mi_Astronauta·
@epitaeph @Andiders @TheOmniLiberal I'm well aware of the charges. They weren't changing the fact that Biden won Biden won, he was the last POTUS. RW (or LW) losers rioting don't change the process or Constitution
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Exterminate!
Exterminate!@epitaeph·
@DCK165 @Microinteracti1 @Brasher46 Ypu realize th8s just makes us thieves right. That our word means shit That we are no better than a conman or grifter. Aaaaand we're going to attract businesss back.... Are you high on Mennonite meth?
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Exterminate!@epitaeph·
@Mi_Astronauta @Andiders @TheOmniLiberal You are aware that the leaders of The Oathkeepers, Proud Boys and others were arrested and charged with sedition conspiracy 20+ years. Not for protesting. This meant there was enough evidence to charge them for trying to stop the transfer of power.
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AstrO
AstrO@Mi_Astronauta·
@Andiders @TheOmniLiberal Nothing. They were stopped, house reps left, the riot was over after a few hours and Biden won
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Exterminate!@epitaeph·
@Mark54875136 @iky_fwjett Pray New Zealand doesnt pass an IQ test for residency. You'd be dumped into the ocean to feed higher life forms....
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Mark
Mark@Mark54875136·
@iky_fwjett I hate to tell you this but he correct, and your wrong so go pronoun that concept
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Jett 🜲
Jett 🜲@iky_fwjett·
My moms bf tore up my little sisters homework because it was about pronouns It wasn't even about changing somethings pronouns it was literally just the basic concept of them and when he found out he got so pissed off that the school was teaching this stuff that he ripped it up and told her it was better to get an f than to be learning about it. When I confronted him about it he started going on a rant about schools being too liberal and that pronouns didn't exist until my generation made them up. I wrote a note for her teacher explaining that my sister did the homework and did it correctly and explained why she wouldn't be able to turn it in. Hopefully she doesn't get in trouble for this
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Exterminate!@epitaeph·
@hawks112233 @FluentInFinance This would require greed and profit to be removed. This would be the ultimate equivalent of equitable pay Example A: product costs 1% of your worth. NO MATTER WHAT. $3 or $30,000
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No Second Best
No Second Best@hawks112233·
@FluentInFinance Am I the only one not afraid of this? This would actually help more than hurt. Supply and demand. Gets me more likely to purchase a good. Stupid for the government to get in the way.
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Andrew Lokenauth | TheFinanceNewsletter.com
BREAKING: Maryland becomes first state to ban AI ‘dynamic pricing’ in grocery stores. This means 49 other states still allow it. Dynamic pricing already runs airlines, hotels, and rideshares. Groceries are the next frontier. Here's how it works: Grocery stores use AI, digital price tags, and cameras to track YOUR behavior. Then they set the price based on what they think YOU will pay. Not what the item is worth. AI technology is making this possible: - Digital shelf tags that update in real time - Aisle cameras that track shopper behavior - Apps that shift from search-based to predictive - AI that learns your purchase history, income signals, and price ceiling - Real-time cart tracking to spot when demand is surging The store's AI takes all of that and figures out YOUR price. Not the market price. Not a fair price. YOUR price, based on what you're willing to pay. This is terrifying. This manipulation is pure greed. Maryland just banned it. The Protection from Predatory Pricing Act makes it the first state to outlaw dynamic pricing in grocery stores. Technology should serve us. We should not serve technology.
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Exterminate!
Exterminate!@epitaeph·
@Gremlin0104 @hawks112233 @FluentInFinance Oh and let's not forget the coordinated manipulation of prices and no compete agreements between companies. Not to also forget the times governments decides not to weigh in or bury anything regarding such matters in the courts till it dies forgotten. But sure AI IS GREAT! Idiot
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Gremlin
Gremlin@Gremlin0104·
@hawks112233 @FluentInFinance Like the free markets of cable TV. Telephones. Cell phone services. All of them buying out all the competition then raising prices... So much for your "free market".
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Exterminate! retweetledi
Harry Eccles
Harry Eccles@Heccles94·
This.
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Exterminate!@epitaeph·
@mind_talkss @Emarged So wait, youre spewing fking nonsense even though you dont know the source material? Typical engagement troll...
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Uncle Ruckus
Uncle Ruckus@Emarged·
I never truly understood the concept of black Viltrumites. How did they get the colour and the hair?
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Exterminate!@epitaeph·
@VirtualViewIn @gnoble79 Wait, you are a service that gives realistic views of interiors of locations....but You are offended that that someone would a realistic view on a stock price and how it may be a risk. Yeah....cope
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Virtual View Inside
Virtual View Inside@VirtualViewIn·
@gnoble79 Hey dumb dumb nobody ask you to invest in Tesla so if you’re not investing in Tesla, why are you putting this junk out there? I know what Tesla is. I know what Tesla will be and that’s why I invest in Tesla.
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George Noble
George Noble@gnoble79·
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
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Capt. Sternn
Capt. Sternn@SternnCapt30363·
@allenanalysis Wrong, Phelan broke the chain of command. Period. End of Story. Traitor, Thief and Liar.
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Brian Allen
Brian Allen@allenanalysis·
🚨 MAJOR BREAKING: Pete Hegseth fired the Secretary of the Navy yesterday. The reason: he refused to ignore a federal judge’s order. The judge ruled that punishing Sen. Mark Kelly for reminding military officers of their duty to refuse illegal orders violated the First Amendment. Phelan followed the law. Hegseth fired him for it.
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