Solomon “Joey” Sager

@JKeynesAlpha I love this price point but don’t foresee any major near term catalysts- doubt it moves like it did last year. Biomed companies can be static. Watching closely.

$TEM Tempus AI. ARK has been loading this aggressively. Now their 3rd largest position. My 2nd largest. Not surprised they loaded at this price as it's heavily oversold due to macro sentiment. High conviction name at the intersection of AI, proprietary healthcare data, and precision medicine.

Jews, I beg you: Buy guns. Buy ammo. Train. Carry. Do it now.

You were told Israel bombed homes and tents full of civilians in “safe zones” after telling them to flee there. That false claim is totally collapsing. Hamas & PIJ "martyr notices" are now confirming those strikes targeted their operatives hiding among displaced civilians.

🚨BREAKING Red Cross has CONFIRMED that the Palestinian toddler (the one the media claimed was tortured by the IDF) - was healthy and happy at the time he was handed over to the Red Cross. All the Pro-Palestinian movement does is lie.

BREAKING: The Red Cross confirms the Palestinian toddler—previously claimed to be tortured by the IDF—was healthy when handed over. Any injuries occurred after his return or were pre-existing. Another viral lie that has been debunked.

The idea of taxes on unrealized capital gains for illiquid assets is the stupidest economic policy ever dreamed up. It would be an economy-destroying measure that would basically eliminate the concept of privately owned companies (i.e., companies with equity not traded on the public markets). The death of private companies would result in the death of the major innovation engine that has made the USA the greatest economy in the world. Had such a scheme existed 50 years ago, Apple, Meta, Google, Tesla, Space-X, etc. etc. would never have come into being because they would never have been able to raise VC start-up capital. If this law were to come to pass, unemployment will skyrocket, innovation will plummet, standards of living will be reduced to third world levels, and capital will flee offshore. The nation will tumble into a decades-long Depression and none of the "social justice" ideas Big Chief Lizzie is speaking about will be affordable or even possible. This is the worst economic idea anyone has suggested in any of our lifetimes. But don't worry, Big Chief Lizzie will still get rich off of campaign contributions from the big banks and publicly-trade companies who will be the few beneficiaries of this nation-destroying idea.

Two years ago, almost 0 schools were interested in even considering going phone free. Now, whole school systems are phone free. The rest are scrambling to get on board We owe @JonHaidt a tremendous debt of gratitude. What he achieved - this quickly - is almost unimaginable.

By publishing this explicitly false story, the @FT has officially become tabloid trash for market participants. Despite my direct, on-the-record denial of ever having advocated, explored, or espoused the idea that Chancellor-Bank of England statute serving as a prototype for a Treasury-Federal Reserve relationship, FT journalists manufactured a story with the headline, “Scott Bessent praised Bank of England as model for tighter oversight of the Federal Reserve.” These pathetic journalists have clearly fabricated a story to give the impression that both I and the Trump Administration are setting “about restructuring the relationship… at a time when President Donald Trump has launched an unprecedented assault on the world’s most important central bank.” Their mendacious assertion is based on vague statements from unnamed “financial industry executives familiar with the matter.” In short, FT has literally manufactured an entirely fake policy position for me and the Administration. Other than furthering a maliciously false narrative of dysfunction and divisiveness, it baffles the mind as to why they would shred their already diminished journalistic credibility. Over the past 10 years, I have written more than 20,000 words opining on the Federal Reserve decisions, personnel, structure, and modifications. Nowhere have I ever mentioned this ridiculous notion. The Governor’s letters to the Chancellor have proven to be a useless and perfunctory device. There is much to be said about the storied Bank of England, but any recreation of its operating framework on this side of the Atlantic has never been contemplated. The shameful journalists and editors at the FT are shocking in their meretriciousness, lack of standards, and general intellectual libertinism. It is the worst tradition of Fleet Street to manufacture news rather than report on it. They have brought irredeemable shame to their parent organization, Nikkei Inc., with whom I had previously held excellent relations. In 2025, I laid out a comprehensive 6,000+ word review of each and every policy reform that I believe should be adopted by the Federal Reserve. Read my actual, real thoughts on and proposals for Federal Reserve reform at the International Economy: international-economy.com/TIE_Sp25_Besse…

Milwaukee Rabbi Peter Mehler and his son Zechariah were just sentenced by Judge Jack Davila for tearing down an antisemitic mural that merged a swastika with the Star of David. The Muslim "artist" Ihsan Atta, admitted in court the mural was about the Gaza war and proudly declared his support for Hamas. Removing blatant Jew-hatred gets you punished, while glorifying Nazis and terrorists is "free speech." Disgusting.

Where I said “in the war”? I always emphasize that this is not a war; this is a rescue mission. The reason I lost my cousin is only and only the Islamic regime and no one else. Shame on you, Clash Report, for spreading false information! Report their account!

@SenWarren The problem is twofold. One, more taxes never works. Two, your ideas for how to spend the money are terrible and un-American

Today, I'm introducing my wealth tax — and more than 50 members of Congress are joining me. It’s time for the government to start working for American families, not just the ultra-rich.

This is a sneak peek of the 'Yoni' statue that will soon be unveiled at Entebbe International Airport. Godbless Uganda and Israel.

𝗕𝗜𝗟𝗟 𝗢'𝗥𝗘𝗜𝗟𝗟𝗬: 𝗪𝗛𝗔𝗧 𝗧𝗥𝗨𝗠𝗣 𝗔𝗖𝗧𝗨𝗔𝗟𝗟𝗬 𝗞𝗡𝗘𝗪 𝗕𝗘𝗙𝗢𝗥𝗘 𝗛𝗘 𝗦𝗧𝗥𝗨𝗖𝗞 𝗜𝗥𝗔𝗡 There are facts surrounding Operation Epic Fury that most people either don't know or are choosing to ignore because they don't fit a preferred narrative. Bill O'Reilly laid them out this week, and they matter regardless of where you stand on the war. Fact one: the United States destroyed approximately 75% of Iran's nuclear capacity in the Israeli strikes last June. Not all of it. Seventy-five percent. Other labs were working on the same program that were not destroyed. Fact two: by February 2026, U.S. intelligence determined Iran was weeks away from enriching enough uranium to produce a low-level nuclear device — one that could be handed off to a proxy. Trump received that intel. Fact three: Israel and other intelligence sources then informed Trump that the entire mullah leadership would be gathered in one location at one time. A window that would not last. Fact four: this came on the heels of six weeks of negotiations in which Iran delivered a clear message to American representatives in Geneva. They were not going to stop. They gave Witkoff and the American team the middle finger in the final meeting. Fact five — and this is the one that reframes everything. O'Reilly spoke to Trump privately, one on one, by phone, one week before the strikes were launched. His description: the entire conversation was about making a deal. Trump did not want to use military force. They discussed multiple pathways — including O'Reilly's own idea of using Beijing as leverage over Iran. Trump was still looking for an exit from confrontation. Then Iran walked out of Geneva. Then the intelligence came in about the leadership gathering. Then the decision was made. This is not the portrait of a president who campaigned on peace and secretly wanted war. This is a president who pursued every diplomatic option available, received intelligence that the threat was imminent and the window was closing, and made the call. You can disagree with that call. But you cannot honestly claim it was made recklessly or eagerly — not with this timeline in hand. 𝗧𝗿𝘂𝗺𝗽 𝗱𝗶𝗱𝗻'𝘁 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗱𝗼 𝘁𝗵𝗶𝘀. 𝗜𝗿𝗮𝗻 𝗺𝗮𝗱𝗲 𝗵𝗶𝗺.

Unfortunately this is not the entrepreneur we want or need trying to transform healthcare care. We need more doctors and doc advocates to pioneer change. Real transformation will be driven by entrepreneurs like @noahkaufmanmd @SurgeryCenterOK @DutchRojas et al

The Nixon thing is a lie. Full quote below. What Nixon actually said: (1) Jewish-Americans see US-Israel interests as perfectly aligned. (2) In fact, they're usually aligned, but not always. (3) When they're not aligned, he ignored the lobby and acted in U.S. interests.

$NBIS GPU Hour SemiAnalysis: Is the Rest of Market Just Dumb? AWS charges $3.93/hr for on-demand H100 (1). Nebius charges $2.00/hr for on-demand H100 (2). Common Sense Litmus Test: 1. All those customers using AWS are just generously paying 2x prices on GPUs? 2. The whole market is short GPUs and all Clouds and Neoclouds are throughly investigated as options based on availability. Yet Nebius has 50% lower pricing because they are not yet well known? 3. This isn't a 10% or 20% premium. This is a 100% premium. Do 100% premiums exist for no reason in a market where the customers are lean startups and enterprises fighting for margin? Big Picture 1. Does Anthropic have performance degradation as they move from GCP to AWS to Azure? No they bring their own orchestration and inference stack. 2. Does OpenAI have performance degradation as they move from AWS to Azure to Coreweave? No they bring their own orchestration and inference stack. 3. Does Shopify have performance degradation as they move from GCP to Nebius? No they bring their own orchestration and inference stack. 4. If Nebius stack is better than MSFT, why does Nebius sell compute to MSFT and then MSFT sells compute to end customer? Why not Nebius just sell compute to end customers for higher margin? (1) aws.amazon.com/ec2/capacitybl… (2) nebius.com/prices

Doctors - how can we utilize AI the way Zack does? Brilliant.

@EpshtainItay @ggreenwald What I would recommend is to give specific examples rather than spewing leftist buzzwords. Would spark an actual convo rather than clicks and rage. Is there a reason you chose international law rather than practicing the law of your sovereign land?

I did not expect to find myself nodding along to Tzipi Livni, Israel's former, and hawkish, Foreign Minister. Yet here we are. She is right on this: A State that treats the rule of law as optional, and human rights as conditional on race or nationality, irreparably corrodes itself. The decades-long project of violently subjugating Palestinians has not only harmed its victims. It has consumed Israel, from within.

@TheMossadIL Also the value of distance running. Vastly overrated.

This post should single handedly weaken the value of a Harvard PhD.