John Michael Kane

I belong to this party 👇

$IREN 🔥🔥🔥 GPU spot rates are exploding 🚀 B200 on-demand rentals +50% in one month. H100s +20% since November. Meanwhile $IREN is sitting on 150,000 NVIDIA GPUs (including >50k fresh B300s), a $9.7B Microsoft AI cloud deal, and cheap renewable power. Compute is getting scarcer and more valuable by the day. The AI infrastructure winners will be printing.

@SFarringtonBKC @projectorgroup We are a market maker. Not a prop desk. That’s someone else’s job.

@RonDeSantis It is almost like the market requires a market maker to help it clear. Maybe a Florida HQed company called @Opendoor.

@WhiteHouse Is this supposed to lower oil prices?

📱🔉

No one who believes the United States would have annexed Greenland by force belongs anywhere near power. Complete inability to understand reality. The fact that this was what the Europeans thought was going to happen should set off alarm bells.

@MikeLevin Maybe Denmark is just paranoid and retarded?

This is truly insane, and it should be front page news across America.  Denmark secretly deployed soldiers to Greenland prepared to blow up airport runways to stop a U.S. invasion. They brought blood supplies to treat the wounded. France, Germany, Norway, and Sweden quietly coordinated against us. This was not a drill. This was our closest allies preparing to fight Americans. Let that sink in. NATO allies. Countries whose soldiers have fought and died alongside ours for decades. They looked at this president and decided they had to prepare for the worst. Fewer allies does not make America great. It makes us more isolated, more vulnerable, and it hands Russia and China exactly what they have always wanted: an America abandoned by its friends. The American people deserve to know how badly this president has damaged our standing in the world.  bbc.com/news/articles/…

Nick Shirley just Posted this Video exposing another Somali Daycare for getting shut down and REOPENING under a different name When they reopened… they got $2.4 million dollars ‘We The People’ want a REFUND. Do you firmly support Nick Shirley on this? A. Huge Yes B. No IF Yes, Give me a THUMBS-UP👍!! MAKE THIS GO VIRAL ON 𝕏. LET’S GO 👏

My father fixed air, conditioners and refrigerators for a living. Do you know who the fuck I ran all of my briefs and Legal arguments by before he died? Every move I made in life, I asked for his advice. @jimmykimmel - choke on a bag of rotten working class dicks.

SpaceXAI + Tesla TERAFAB Project Goal is a trillion watts of compute/year Most must necessarily go to space, as US electricity is only 0.5TW

Sequoia's @shaunmmaguire on Why Elon's TERAFAB is Underrated: "I’m gonna sh*t on a lot of other investors for a second." “I’m watching people come in with what I’d call 8th grade level education on the industry, trying to make definitive statements.” "I’ve been obsessed with semiconductors since I was a little kid. I literally bought Nvidia shares in the IPO in 1999. I was obsessed with semiconductor fab as a kid, got really deep into the chemical processes that go into making wafers." "People are assigning way too low a probability that it will work.” Hill & Valley Forum 2026 (@HillValleyForum) / @elonmusk . . . “I think it’s underrated because I think people don’t think it’s gonna work. Like I think a lot of people view it—and again, this is a systems-level problem—and I’m gonna just go get sh*t on a lot of other investors for a second. It’s been pretty wild for me as chips became all the rage again. To brag for a second, I’ve been obsessed with semiconductors since I was a little kid. I literally bought Nvidia shares in the IPO in 1999. I was obsessed with semiconductor fab as a kid, got really deep into the chemical processes that go into making wafers. If you think about the silicon industry, from the mid-50s to the mid-90s, the bottleneck was actually chemical steps. It was not lithography—it was making ultrapure wafers, which require 20+ chemical steps. Then it flipped to lithography, and EUV became probably the hardest single step in semiconductor manufacturing. But there’s all these investors that, three years ago, had never done anything in hardware, had never thought about semiconductors, that are brand new and think that they’re experts. I’m not trying to say I’m an expert—there’s a lot I need to learn—but I’ve at least been paying attention to this field for a very long time. And I’m watching these people come in with what I’d call eighth-grade-level education on the industry, trying to make definitive statements around what the bottlenecks are, what’s gonna be hard. They’re basically just parroting each other. It reminds me a lot of when people were trying to assess the likelihood of reusable rockets working in 2014, or Starlink working in 2019–2020, where everyone would tell me to my face: it will not work. Or when people were saying self-driving will never work. Especially with camera-only—where Elon was a contrarian doing camera-only rather than vision plus lidar. All these things fit the same pattern of people thinking superficially when they’re brand new to a field, then having strong opinions on how things are gonna work. And I think that on TERAFAB, people are assigning way too low a probability that it will work. I personally feel confident that it will. Timeframe—there are questions—but I’ve thought through all the different steps. Almost everyone, when you talk about TERAFAB, they’re like, ‘but what about EUV?’ And EUV is something they first learned about in the last 18 months. It’s comical to me."

"Oh my God, it's just a little boy." Except he was 18 and got caught smuggling 50 pounds of Meth. C'mon man! Gimme a break!

@Cjpearson Now do AOC

Jimmy Kimmel: "Before he was elected to the Senate, Markwayne Mullin was plumber. That's right. We have a plumber protecting us from terrorism now." The elitism of Hollywood summarized in one moment. 👇

Carl, you do know that the price of oil & gas hit $130.50/bbl 3/6/2022 under Biden & the weekly national average hit $5.107/gallon 6/13/2022. The weekly national avg is $3.961/gallon. Perhaps you can point me to a post by you about unaffordability from 2022.

Every child forevermore will get a private investment acct at birth w $1000. Today, all kids under 18 can claim their free acct in 2 mins @TrumpAccounts. All kids under 10 get $250 from @MichaelDell. All kids under 2 get $1000 from the US Treasury. Ring the bell! 🇺🇸🚀@NYSE

@SchmittNYC Food, clearly

How does this get power?

@NYCMayor Are you also outraged by your wife’s racism?

I’m outraged by this hateful, anti-Muslim attack in our city. No one should be targeted with slurs, threats, or violence—ever. Muslim New Yorkers deserve to move through this city in safety and dignity. Islamophobia has no place here, and we will not tolerate it.

@NYCMayor I’m still waiting for you to comment on the fact that two ISIS terrorists tried to murder protesters outside Gracie Mansion….

Your wife literally used words like nigga and faggot....

Palantir CTO @ssankar in 2024: “For $10 billion, @elonmusk put 300 rockets in orbit.” “For $11 billion the state of California has built 1600ft of elevated rail, with no rail.”