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Blessed

@KobeissiLetter @JP_Money_95630 LMAO Here we go again

BREAKING: President Trump says the EU has until July 4th to implement the US-EU trade deal or their tariffs will “jump to much higher levels.”

JUST IN: 🇯🇵 Japan to tokenize government bonds on blockchain.

@StealthQE4 @Stansberry Buying food is Ponzi ?

The AI financing circle jerk in one pic. A Ponzi scheme but it works for now. H/t @Stansberry

@chimike847 @KobeissiLetter It’s booming for every normal person and not booming for retards as it always was

@KobeissiLetter It's booming for his friends. Not the common folk.

BREAKING: President Trump releases a statement on the stock market hitting record highs.

$SPX, when adjusted for the exponentially growing total US M2 money supply, is about to challenge all time highs.

.@RiotPlatforms Signed MOU to deploy multiple 390 MW IMSR nuclear plants co-located with data centers for AI/HPC apps, targeting up to 4 GW total. Natural gas bridge fuel for accelerated ops/resilience. Sites incl. Texas, Kentucky. $RIOT

@ilzmcfly @shonohenry @litigious_dulce Hmm but somehow utilities make money doing the same thing

@mdmadna @shonohenry @litigious_dulce Not the true. there are more maintenance cost, fuel costs and —-> lifespan refresh costs.

Now everyone is bullish behind-the-meter. 🙄

SpaceXAI and @AnthropicAI have also expressed interest in partnering to develop multiple gigawatts of orbital AI compute capacity

@bubbleboi xAI publicly admitted there is no demand for Grok 🧠 I would buy Grok Heavy 1 year sub with 80% discount @elonmusk

xAI turning into a neocloud is smarter than running grok b/c they actually have better economics than coreweave and probably more GPUs lol

@Linklevosstwins @CompoundingTony They dilluted your 0.000000001% ownership ? How rude

The nice thing is that there are hundreds of stocks pumping really hard right now so we don’t have to waste time on shitty companies like this. Joe is the problem. He’s done a horrible job outside of enriching himself at cost of shareholders. This company will never succeed with him at the helm. And Cerberus is the last partner any retail investor should ever want to be in bed with. Dilution for thee, but not for me… I think they are up roughly $1B on their investment.. all the while diluting retail.

A thread has been making the rounds on $EOSE that's been causing serious FUD. I want to address it properly. And I'll start by doing something most bulls won't: agreeing with part of it. Viejas is a real problem. Full stop. Eos confirmed it themselves. Their own DawnOS post states that in the earlier BMS architecture, a single imbalanced module could take an entire string offline, stranding energy across every module it was grouped with. They engineered around it, oversized systems to compensate, and dispatched technicians. That is management publicly admitting the early architecture had serious flaws. The 5.5 GWh cumulative throughput metric also disappeared from earnings reporting without explanation. Management owes shareholders clarity on that. These are fair criticisms and I won't pretend otherwise. Now here is where the logic completely falls apart. The nuclear claim is that 0 out of 135 cubes at Viejas are performing to spec and all need replacement. Think carefully about what that would mean in the real world. If 0 of 135 units were completely non-functional, Viejas, a real company with real lawyers, would have terminated the contract and filed suit. That has not happened. Instead Viejas is in an active remediation program with Eos, replacement cubes have completed factory acceptance testing at Turtle Creek, and the project remains live. That is not the behavior of a customer whose product is worthless. "Not performing to original spec" and "completely non-functional" are not the same thing. The original spec was written before DawnOS existed. The old BMS architecture underdelivered, Eos confirmed that, and the fix is DawnOS plus hardware upgrades. That is a product problem being remediated. It is not a fraud. And the fact that Eos published the very post being used as ammunition against them? That is accountability. Companies hiding things do not publish technical whitepapers explaining exactly what went wrong and why. Then there is the question of sources. The claims are based on conversations with project managers, customers, and employees. Think about which employees reach out to a bear account on Twitter. Frustrated ones. People with grievances. And even when those conversations are genuine, a project manager at a single site does not have visibility into the full picture. Remediation timelines, engineering decisions, commercial negotiations happening above their level. People share what they see from where they stand, and that is rarely the complete story. That is not a representative sample of a 750-person organization. It is a selection bias that produces a systematically negative picture by construction. And then there is this. The position was 417,000 shares. It has been sold down to roughly 13% of that at prices around $10 to $11. The stock is now lower. Every post validating the bear case also validates that exit decision. That is not objective analysis. That is human psychology doing exactly what it always does. The executive compensation framed as red flags: a CFO base of $ 470K plus bonus plus stock at a Nasdaq-listed company running a capital-intensive manufacturing scale-up with 750 employees is a completely standard public company comp structure. That framing works on retail investors who have never read a proxy statement. It should not work on anyone paying attention. The whitepapers dismissed as fluff communications were authored by the CTO and contain measured engineering results: 3 millisecond full system response time, less than 4 degrees Celsius temperature rise under sustained AI inference load cycling, 78% round-trip efficiency maintained across hours of continuous dynamic cycling. Those are test results. Not marketing copy. The right question was never whether every single claim is fabricated. Some of what is being said reflects real problems. The right question is whether the Viejas remediation program works and whether Line 2 executes on schedule. That is where this thesis lives or dies. Everything else is noise. Pessimism sounds smart. It usually is, until the inflection point. Asking hard questions about Viejas field performance is entirely legitimate. The leap from "this product had real early problems" to "0 cubes work anywhere and everything is fraud" is not analysis. It is a narrative built on biased sources, a sold position, and retail psychology. Know the difference. $EOSE

@ilzmcfly @shonohenry @litigious_dulce It’s costly to build but cheaper long term vs grid power

@shonohenry @litigious_dulce No, Building BTM is more costly and complex.

@MARA @fgthiel $MARA needs 10 years to build 1GW campus? Good luck there 🤣🤣🤣

A 1GW+ digital infrastructure campus can take 7–10+ years to build. Upon closing, MARA would acquire Long Ridge Energy & Power, a campus with 1GW+ total potential power capacity. Hear from Chairman & CEO @fgthiel on why this positions MARA to accelerate its AI infrastructure buildout. Learn more: bit.ly/4wdcSWL

Stanley Druckenmiller: "So, I’ll never forget it. January of 2000 I go into Soros’s office and I say I’m selling all the tech stocks, selling everything. This is crazy…at 104 times earnings. This is nuts. Just kind of as I explained earlier, we’re going to step aside, wait for the next fat pitch. I didn’t fire the two gunslingers. They didn’t have enough money to really hurt the fund, but they started making 3 percent a day and I’m out. It is driving me nuts. I mean their little account is like up 50 percent on the year. I think Quantum was up seven. It’s just sitting there. So like around March I could feel it coming. I just, I had to play. I couldn’t help myself. And three times the same week I pick up a, don’t do it. Don’t do it. Anyway, I pick up the phone finally. I think I missed the top by an hour. I bought $6 billion worth of tech stocks, and in six weeks I had left Soros and I had lost $3 billion in that one play. You asked me what I learned. I didn’t learn anything. I already knew that I wasn’t supposed to do that. I was just an emotional basket case and couldn’t help myself. So, maybe I learned not to do it again, but I already knew that."

We all feel this because of the fomo caused by run up in the chip stock and other ancillary plays with announcements regardless of the economics, we cant fight the money flow, but back our thesis and be patient and believe in the power of cliches. Even @citrini who published a full fledged article on AI early and invested in SK hynix felt he was early and wrong until it worked out.

@litigious_dulce "The great money managers I've met, they generally don't tell you about a lot of their wins. They tell you about a lot of their losses. And there's an immodesty about them." - @standuquesne

@thejefflutz @bert_gilfoyle It will be aged well LMAO

@bert_gilfoyle 😆

$EOSE Ma'am, the FUD is winning. "Drop the fake job listing in NYC."

🚨NEW: Blackrock CEO Larry Fink says surging demand for computing power could soon create an entirely new asset class centered around buying and selling compute futures.

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At Oslo Tech Show 2026, Haakon Bryhni, Head of Tydal Data Center under Bitdeer Technologies Group, will dive into resilient networks, energy-aware design, and data center architectures built for sustained AI workloads—save your spot: event.trippus.net/Home/Index/AEA…