vincent

The astonishing part is that the guy running the most resource-rich fund of “smart money” in the world, apparently didn’t see this coming until last Friday.

According to Bloomberg, the SpaceX IPO is expected in mid-June. SpaceX will reportedly start attracting investors starting June 8th. This promises to be the largest IPO in history. I have identified 5 companies that will benefit from the IPO and the growth of SpaceX. 1. Filtronic SpaceX and Filtronic are deeply intertwined contractually. SpaceX manufactures 85% of its components in-house. They only outsource when they feel that a third party's technology is crucial. Filtronic builds GaN E-bands on SiC for Starlink. The scaling of LEO networks directly benefits Filtronic. The E-band is used to send large amounts of data to space stations and back. Although E-band amps are needed in limited quantities, SpaceX and Filtronic have started a research collaboration to work on V-band, Ka-band, and Q-band amps. If the partnership proves successful and SpaceX purchases a specific volume from Filtronic, SpaceX holds the right to acquire a 10-15% stake in Filtronic.

Rebuild Strength After 50 With These 3 Shaolin Isometric Holds No Weights

@ChrisCamillo @Breaking911 I really don’t get it. What did it solved? Is it for the blinds?

@Breaking911 Was not on my radar but genius

Autonomous wheelchairs are now operating independently in major U.S. airports, including Miami (MIA), Los Angeles (LAX), Seattle (SEA), and Detroit (DTW), with further expansion underway.

@VictorKvert2008 @TheDeadDistrict lol. People still believe whatever came out of Orange’s? Cultists will be cultists.

The US never sent Ukraine $200 billion $35 billion in economic aid was sent, and $67 billion in mostly overvalued military aid was pledged. Half of what he is claiming How is he elected to office, if he does not know what is in Congressional bills?

@BoringBiz_ Who the heck would even show Chamath now.

Chamath on Mag 7 capex numbers and what means for capital allocation "These companies will now get levered and highly sophisticated around the financial engineering. They will have more debt and all kinds of different vehicles. Term loans and revolvers, and all of this stuff. And so they will look like these big bulky industrial businesses in 5 years. And I am not sure if there is a good valuation case to be made"

We agree with @ewg - the “FRESH and Affordable Act” is nothing but a thinly veiled threat to food safety. Our food system needs to get stronger, not weaker.

Kasparov: Ukraine was thrown to the wolves. Washington and Europe were preparing for Putin to be in Kyiv in three days. Then a miracle happened: free people held their ground. Ukraine stood up against what all the probabilities said should have crushed it. 1/

Warren Buffett, in his first sit-down since stepping down as Berkshire CEO, gave the cleanest indictment of legalized gambling in a decade. He called it a tax cut for the wealthy. The math proves him exactly right. Americans wagered $165 billion at legal sportsbooks in 2025. They lost $16 billion of that. FanDuel pulled $6 billion of the losses. DraftKings pulled $5.3 billion. Every state with legal mobile sports betting collected a tax on the bettor side. New York alone took in over $1.2 billion in 2025 sports betting tax revenue. Layer the lottery on top. State lotteries generate over $90 billion a year. The bottom half of income earners account for roughly 70% of total spend. The average lottery player makes $38,000. A household earning $20,000 spends three times more on tickets than one earning $30,000. The implicit tax rate, meaning whatever the state keeps after prizes, runs 30 to 50% depending on the game. No other revenue source in America has that base and that rate. The structural design is the engine. A single straight sports bet carries a hold of 4 to 5%. A four-leg parlay carries a hold above 30%. FanDuel and DraftKings spent five years rebuilding their apps to make parlays the default product. FanDuel's blended hold rate hit 11.4% in 2025, up from roughly 7% in 2022. The product got worse for the customer and the customer wagered more anyway. Now look at the substitution. Nine US states have no state income tax. Seven of those nine run state lotteries. Seven of those nine have legalized sports betting. The states most committed to never taxing wealth are the same states running the largest extraction machines on people who cannot afford to lose. Read it as policy. Here is what Buffett is actually pointing at. The state needs revenue. It can raise income tax on the top decile, or it can run a lottery plus a sports betting tax. The second option raises the money from the people who can least afford it. The first option becomes politically optional. New York's $1.2 billion in 2025 sports betting tax is $1.2 billion the state did not have to ask of someone earning $5 million. DraftKings and FanDuel sell a privatized collection mechanism for a regressive tax that the state never has to defend at the ballot box again. Voters approve legalization once. Collection runs forever. The state takes a cut. The wealthy get a quieter top bracket. The bettor's cut shrinks every quarter as the parlay menu gets pushed harder. The function of a government, Buffett said, is not to play its people for suckers. Thirty-nine state governments now do.

.@mcuban exposes the opaque healthcare system and how hospitals and insurers fail to provide price transparency: “Not one of you knows the price you will pay for anything… your employers [have] no clue what they pay…” This must change. Americans need upfront prices.

Mark Cuban on a lack of Washington support for the Break Up Big Medicine Act: "A lot of wimps in this town." "Until you break those companies up ... there is no chance we will improve the quality and cost of care in this country," @mcuban tells our @alexanderburns. More from their chat at @POLITICOLive's Health Care Summit👇

The greatest problem in healthcare ? Hospitals, even market dominant hospitals, won’t walk away from the big ins companies that underpay, late pay, clawback, deny claims, waste their time in denial appeals, and require them to pay up to 8 pct of revenue to RCM consultants so they think they are getting what they are owed. Here is the crazy part. The ins companies ARE NOT THE ONES ACTUALLY PAYING THEM on commercial plans. Employers are. 60 pct of employees get their insurance from their self insured employers. The ins carrier is just a middleman that pretends to add value. All the clinical “value” they add, the hospital could do better, for both medical and pharmacy. Most hospitals have no idea whether they make or lose money with their big ins contracts. They are just afraid to lose patient flow. But. They actually know which companies their patients are coming from. They actually know or can find out, how much more the employers are paying the ins company, than what the ins company pays them (the spread, just like in pharmacy ) And to make it worse, those ins companies negotiate their rates as a discount from the “charge master “, which is like WAC in pharmacy. Just a made up list price. Because the hospitals are afraid or too uninformed to walk away from these deals, the hospitals use the inflated charge master prices as the basis to charge uninsured , or out of network , or insured but not covered for their care, at charge master rates. Which of course the patients can’t afford. And it crushes their finances or they go without care I’ll summarize. Employers , and their members , are paying far more than they should to companies they don’t like working with , that effectively rip off both the employer and hospital , and they could eliminate the middlemen if they went directly to to the employer. It’s so simple. Sell your services to the employers that use your services at a price that is less than what nine companies charge for your services and you will make MORE money and employers will save a ton And if they did this, they could dump the chargemaster and reduce the price they bill patients when they are at their most vulnerable But they don’t want to change. And don’t get me started on how much hospitals over pay for drugs and devices because of the GPO deals they do. It’s just stupid. Which in turn leads to the hospital being a bad actor with 340b , facilities fees and afraid of their doctors who demand they pay more for things like glue and implants so they can get vacations. If you are a politician and reading this. Now you know why this is so fucked up and it’s not about capping rates. The insurance companies are smarter than you. They will just move the money to other places. It’s not about giving money to patients. You can’t shop for care from hospitals that are too gutless to walk away from the ins companies that distort all of healthcare economics Go to your local hospitals , particularly those at risk of closing and ask for their profitability by carrier. Fully burdened. Ask how much they spend on RCM and consultants. In many cases they could survive if they ran like a real business and hired execs that could do the work rather than just manage consultants. They could work out contracts in their communities rather than with ins companies and benefit everyone. The middlemen are not needed. Get rid of them

Woe to those who manipulate religion and the very name of God for their own military, economic, and political gain, dragging that which is sacred into darkness and filth. #ApostolicJourney #Cameroon vatican.va/content/leo-xi…

STOP Stretching Your Sciatica!

This supply chain has 6 stages from raw substrate to live hyperscaler network. Every company in stages 3, 4, and 5 competes for a socket. $COHR or $LITE wins the laser. $AVGO or $NVDA wins the switch. $TSEM or TSMC wins the foundry. Stage 2 and Stage 6 are different. They are not competing for anything. Every photonic wafer produced by every company at every foundry passes through Stage 2 before it ships. Every network built on that hardware passes through Stage 6 before it goes live. $AEHR owns Stage 2. $VIAV owns Stage 6.

@Tesla I doubt “Tesla continuously estimates the wetness of the road” is accurate. Visions can’t see the depth of water. Once, FSD kept veering to the left lane in a hvy rain even when I was in the middle lane where the crown of the rdwy is the highest. FSD actually caused a hydroplane

Dr. Boz on Diary of a CEO dropped the 4 insulin resistance signs nobody talks about: • Skin tags with a little “neck” (armpits, groin, neck) → Literally grown by high insulin. Patients watch them fall off when insulin drops. • Dark, thick, velvety skin on the back of the neck & creases → Acanthosis nigricans. Looks like permanent dirt. Now super common, even in teenagers. • Hair disappearing from toes → ankles → lower legs → After 15–20 years of high insulin the body quietly stops sending resources there. • Premature gray hair & accelerated aging → She has seen full gray reversal on sustained ketosis because cells finally take the trash out. Not medical advice — just the clearest visible clues a doctor sees every single day. Which one made you pause and check yourself just now? Drop it below (I read every reply)

Stop doing useless pull-ups Do this instead to fix your posture fast.

Simple Neck Pain Relief here 👇 👇

Three PBMs control 80% of prescription volume. Three wholesalers control 90% of distribution. The physician who actually prescribed the drug controls 0% of the margin. In any other industry, we’d call this a cartel. In healthcare, we call it the supply chain. Same thing. Better branding.