ARC Raider Brasileiro

Heard it again last night. A ping on the radar... East. The High Gain Antenna’s the only way you’ll lock the signal, Speranza needs it built before the end of the month 📟📡

Huey Lewis didn’t want to write a song called BACK TO THE FUTURE so he delivered The Power of Love instead. Robert Zemeckis loved it, built it into key scenes, and it became a No.1 hit.

There is a specific kind of intelligence that is almost never celebrated but is consistently effective: the intelligence that recognizes when the game being played is not the game worth playing.

“Children don’t make you happy” - The Daily Mail I'm no researcher, but I downloaded the dataset and looked for myself. The study's numbers say the EXACT OPPOSITE of the headline 👇🏻

🦔 Oracle laid off between 20,000 and 30,000 employees Tuesday morning, roughly 18% of its global workforce, via a single email sent at 6am EST with no prior warning. System access was revoked almost immediately after. The cuts are expected to free up $8-10 billion in cash flow. Oracle's stock has lost more than half its value since September 2025 and the company now carries over $124 billion in debt, up from $89 billion a year ago, with free cash flow running negative $10 billion last quarter. My Take Oracle posted a 95% jump in net income last quarter and still eliminated 18% of its workforce by email before most people finished their morning coffee. This is not a company in distress in the traditional sense. It's a company that made an enormous debt-funded bet on AI infrastructure and is now converting its workforce into cash flow to service that debt. We've covered Oracle's AI gamble for months. The $300 billion OpenAI deal through Stargate, $50 billion in capital expenditure this fiscal year, over $124 billion in total debt. Multiple US banks have pulled back from financing Oracle-linked data center projects. Bondholders have sued Oracle claiming it concealed how much additional debt the OpenAI deal would require. The credit default swap spread hit a three-year high earlier this year, meaning debt investors are genuinely nervous about getting paid back. The workers who got that 6am email built the products Oracle has monetized for decades. The bet that eliminated their jobs was made by people who were already paid regardless of how it turns out. That is the part of the AI infrastructure race that doesn't show up in the capex announcements. Hedgie🤗

Day 10 of building an IRL ARC RAIDERS Hideout. New skill unlocked.

Channel the resolve of a Roman centurion - The Brigade Set marches into the store today! ⚔️ New threats means you’ll need new threads. The Brigade Set leads the charge, followed by the tactical Vanguard and stealthy Nascosto Sets later this month.