Jesse

@MTGSecretLair I'm stoked to play this hyped limited commander release! Logged in my wotc account about 20 minutes before launch, added deck to cart, waited in line and was able to checkout around 25 minutes after launch. #MTGSecretLair

Is that the pitter patter of little goblin feet? Goblin Storm is here, limited to one per customer. Harness a flurry of chaotic spell-slinging momentum to create the perfect storm. Now available at the link below, limited to one per customer. ⚔️secretlair.wizards.com

Here's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution. This was a fascinating & inspiring conversation, in parts super-technical on engineering of every part of the AI stack, memory, power, supply chain (TSMC, ASML, etc), in parts about leadership & psychology, and in parts personal & philosophical about life, consciousness, mortality, and human nature. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:33 - Extreme co-design and rack-scale engineering 3:18 - How Jensen runs NVIDIA 22:40 - AI scaling laws 37:40 - Biggest blockers to AI scaling laws 39:23 - Supply chain 41:18 - Memory 47:24 - Power 52:43 - Elon and Colossus 56:11 - Jensen's approach to engineering and leadership 1:01:37 - China 1:09:50 - TSMC and Taiwan 1:15:04 - NVIDIA's moat 1:20:41 - AI data centers in space 1:24:30 - Will NVIDIA be worth $10 trillion? 1:34:39 - Leadership under pressure 1:48:25 - Video games 1:55:16 - AGI timeline 1:57:29 - Future of programming 2:11:01 - Consciousness 2:17:22 - Mortality

Recent FTC actions show that regulators are focusing less on company size and more on how healthcare pricing systems operate. Enforcement efforts are targeting rebate structures, pricing transparency, and incentive alignment reinforcing that healthcare costs are driven more by system design than by any single participant. $UNH

Vertical integration is both a competitive moat and a regulatory lighting rod. Those can coexist. Right now the market is pricing regulatory fear faster than structural advantage. The probability of a forced breakup is extremely low. $UNH

@mcuban @HawleyMO @SenWarren @POTUS CostPlusDrugs likely needs UNH weakened more than consumers need $UNH broken up.

Great job @HawleyMO & @SenWarren LOVE THIS. Anyone in Congress that doesn’t support this, doesn’t want lower cost healthcare for Americans. This is a no brainer. Let’s hope @POTUS puts his weight behind this

Mark Cuban is an effective provocateur, not a serious healthcare policy architect. $UNH

THE GREAT HEALTHCARE PLAN. President Donald J. Trump unveils the Great Healthcare Plan to lower costs and deliver money directly to the American people. 🇺🇸

Scrutiny and investigations are not the same thing as a legal finding of fraud. Many reports show how incentives in Medicare Advantage can be exploited without necessarily breaking the law. That’s a system design problem, not just a compliance problem. Real reform comes from aligning incentives and improving transparency . . .not from assuming wrongdoing without proof. $UNH grassley.senate.gov/news/news-rele…

“empty PBM offices” clips are misleading. Insurers and PBMs don’t operate like retail stores. Their infrastructure is data, contracts, and claims systems. PBM GPOs deserve scrutiny for transparency, not because they’re secret shells. Structural breakups alone don’t guarantee lower prices. $UNH

Mr. Cuban competes directly with PBMs, so his framing is not neutral. Breaking up insurers or PBMs alone does not fix incentives. His pharmacy model avoids PBMs, but only works for Generics, Cash-pay patients, Non-acute, non-specialty drugs. It cannot replace insurance for biologics, cancer drugs, injectables, or complex care.

NEW: Insurance giants are hiding billions meant to lower Americans’ drug costs. Our year-long investigation details how CVS, UnitedHealth, and Cigna created shell companies to evade reform efforts and hide payments received from drugmakers. Cc: @mcuban

Mr. Cuban overstates when he says it's, "the only way." Breakups don't guarantee lower prices. Manufactures still set lists prices, Patent law still protects brands, and Medicare rules still restrict negotiation in many areas. PBMs aren't bad just make them better.

Not just hype. $next

Dr. Scott Gottlieb to join board of directors. Bullish! $UNH

“Generosity of Uncle Sam”? Come on. UnitedHealth and every major carrier runs the programs Uncle Sam designed. Medicare Advantage and Medicaid aren’t subsidies; they’re contracts to manage America’s most complex patients. $UNH

@mcuban The hospitals and providers would have a hard time collecting from private pay. Health insurance is not the bad guy here, $19,200 Family OOP for 5 is $3,840 per person. That's better than a hospital bill of over $100,000.

With all due respect, there is Nothing The Fed can do to overcome the Healthcare Insurance Tax every individual and company paying for insurance faces. A Family of 5, making 125k per yr pays an effective federal income tax of 3.3%. Their insurance $9600 per yr WITH taxpayer subsidies. PLUS $19,200 ANNUAL out of pocket Max. No subsidies and their premiums go up to 25k per yr. Plus 19.2k OOP max. It can be 10x their fed inc tax. It's horrific for so many families This is why homes are unaffordable. This is why Tariffs hurt more. This is why companies have a hard time giving raises and retaining employees. This is why medical debt causes more bankruptcies Mr Secretary, the big insurance companies DICTATE THE FLOW OF FUNDS FOR A 5 TRILLION DOLLAR INDUSTRY. They determine the flow of patients to providers. The prices paid to doctors and hospitals. The flow of medications and the prices paid. They determine who can afford care via deductibles and OOP max, knowing if patients can't afford their deductible , the premiums paid go right into their bank accounts. Which is more important to a family trying to buy a home, a .5 or 1 pct interest rate reduction or their insurance going up $1500 dollars per month because subsidies disappear ? Or facing a 19k out of pocket risk ? It's all fixable

THE NVIDIA AI GPU BLACK MARKET | Investigating Smuggling, Corruption, & ... youtu.be/1H3xQaf7BFI?fe… via @YouTube $NVDA

$UNH holders that get to month end will have diamond hands. This week it’s Bill Ackman recycling 2011 news. Last week it was WSJ. Who knows, maybe next week it will be the Guardian again? When I first saw the post from Dr. Potter and Bill Ackman in February 2025, I instantly sided with them for courageously exposing a wrongdoing by the insurance company. I thought they created a public spotlight for the right reasons. I still do today. After reading the entire 6 page defamation letter provided by United Health’s (“UNH”) legal counsel, important evidence provided there remain unresolved and outstanding without proof. The letter is so detailed I believe UNH has a recording of the entire call. All their evidence and statements are clearly sourced and footnoted. UNH was prepared for the potential scenario this letter was shared to the public. UNH claims to of NEVER asked or expected Dr. Potter to leave mid surgery to take a call with their phone rep. Their rep asked to leave a message to call him back when convenient. (It’s juicy, I attached an image with green highlighted area) First, if Bill Ackman had simply provided proof to everyone, the discussion would be settled and their version of the story becomes cemented reality. But no proof was provided, only Ackman’s personal opinion of who is more truthful based on evidence not shared with the public. This doesn’t make sense, practically. Why would anyone ask a surgeon to leave mid surgery for a claims processing error phone call? The answer is probably it never happened and/or somebody at her office misunderstood the phone rep. Generally it’s a very human thing not to demand a call mid surgery with the surgeon. I don’t think anyone agrees some rep was crazy enough to demand this. An actual recording of the call probably exists at UNH since all claims calls are recorded as standard industry practice. I guess the recording will emerge if it ever goes to court. According to UNH their phone rep was actually transferred multiple times to different departments. He didn’t call the surgery room himself. We’ve all been on hold and then transferred endlessly into oblivion by a hospital before. Let’s be realistic here, he likely called the number on file. Dr. Potter to this day still hasn’t explained to the public her response to the evidence provided in the UNH defamation letter. Or attempted to deny its accuracy. Understandably, there may be legal reasons why she hasn’t addressed it. She was requesting an overnight stay to be approved for a patient in surgery. Which she attempted to charge an additional $110,000+ gross billings for the extra night stay. If insurance approves this they would negotiate this amount down some and pay it. According to Ackman if insurance denies coverage the cancer patient it could be “wiped out financially” and on the hook for the entire face value of the extra overnight stay of $110,000. What Ackman doesn’t mention is who would wipe them out? Yup—Dr. Potter’s one year old business would wipe out the cancer patient financially, not the insurance company. The same cancer patient she left mid surgery to “advocate” for coverage. Yes—they attempted to bill that patient an additional $110,000+ for an overnight stay (in addition to the original outpatient surgical revenue billing). I was surprised to see the financial health of Dr. Potter’s business not included in any narrative or analysis by Ackman. Which is not only relevant but should be considered for an unbiased and truth seeking assessment. This is material because it’s the psychology behind the circumstance of her actions leading to the post. This is also public information pieced together from Dr. Potter’s other posts on social: Her new business was struggling to keep up with expenses. As all entrepreneurs in this situation understand, cashflow is the lifeblood and the lack of it means death. (Continues in thread)

witch-hunt $UNH

BONCHANNNNNNNNNN

@SelfMadeMastery UNH

You have $1M you need to invest today. You can only pick ONE single stock. It can't be an ETF. What do you pick?