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Thanks to the @oasishealthapp I’ve switched from poisonous FairLife Protein Milk to Bourbon and I can’t even begin to explain how much healthier I feel.


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Really think about this. Small rural kentucky race. Consequential for a foreign nation. Sit with that for a minute.
Haaretz.com@haaretzcom
The most consequential Republican primary for Israel is happening in Kentucky haaretz.com/us-news/2026-0…
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@spunosounds that’s how all these gambling apps thrive, instant $25 sign up bonus to get you hooked
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Bitcoin Market Review Livestream
Today at 4PM UTC with @TraderMagus
Talking all things trading, price action and orderflow...
In partnership with @PrimeXBT
Link to the stream below:
youtube.com/live/oONaQARER…

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@mandocharts Change your split and training style.
I went from PPL and 10-12 reps to Upper/Lower and 4-9 higher weight less volume
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People keep confusing a bubble with “stocks go up and get overvalued”. A bubble is when when a prevailing trend and a prevailing misconception about that trend interact reflexively, each reinforcing the other until the gap between perception and reality becomes unsustainable.
A bubble is not when everyone realizes that right now every iota of AI demand eventually, at some point upstream, must move through memory OEMs. Nor is it when estimates continue rising because things are better than expected. And it’s not just when stocks trade expensive to historical valuations.
The reason behind the moves in the AI infrastructure layer so far have been simply that we don’t have enough. They’ve been driven by the fundamental reality more than the perception of the future. It’s why the bulk of the most bullish parts of this cycle have been lumpy and centered around earnings season when companies uniformly come out and confirm there’s still not enough. In the bubble, the reality is driven by the market - not the other way around.
Everyone keeps saying “people are gonna freak out if it’s not a bubble!”. I think that’s silly, we have a transformative new technology that needs crazy capital to fuel it coming to fruition, that has and always will result in a bubble as long as we have financial markets.
But if you want to call the top in a bubble, you need a much stronger view on what the misconception is and what negative catalyst forces broad perception to align with realizing it than you do on valuation.
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