I have a fever ...

@draloneboy Words, but when is he going to stop the abuse ?!! ... the abuse he gets from his wife I mean

🇫🇷 French President Macron has given BIGGEST SHOCK to Netanyahu 🔥 He said : "Lasting stability in Lebanon requires two things: Israel out of Lebanese territory, and an end to its land grabs."🔥👏 What a COURAGE, What a LEADER 🔥

@CSUNSHINE another war

Spirit Airlines only needed $500 million to survive. We’ve already spent $25 billion on the Iran War. Which one directly improves American lives more? A low-cost carrier staying in the market or another war in the Middle East?

@SenWarren You don't understand business or reality.

Donald Trump’s war with Iran caused the sky-high fuel prices that finally did Spirit Airlines in. What do the American people get out of this taxpayer bailout? Will the failed airline executives be held accountable?

@ewarren I hope your nightmares become true.

Did you know that Donald Trump could appoint two more Supreme Court Justices?

@chamath @Object_Zero_ @gustaf 25%

@Object_Zero_ @gustaf What probability do you assign that an AI physics model, in the next 18 months, finds a new material that transcends silicon and changes the equation?

This 100MW data center in UAE is the largest solar powered datacenter in the world. There are currently 1,300 data centers in the world that are bigger than this one, but this one is the largest solar powered one. That’s 10 square kilometres of solar panels you can see. The datacenter itself is 0.02 square kilometres, so a solar powered datacenter is ~500x larger than a data center using any other form of power. A five hundred times larger site. UAE has some of the highest solar irradiance anywhere on Earth, it is an inhospitable desert. Averaging 9.7 hours of sunlight per day with average irradiance above 2,200 kWh/m^2. If you build this somewhere else, you need more solar panels because your irradiance will almost certainly be lower. Even if the world had an infinite supply of free solar panels, solar power will not be free. Anyone who has ever done major capital projects, who looks at where data centers need to be in the next 5 years and the next 10 years… we know it aint solar. Sorry. You struggle to even build a train track that’s 100 miles long and 10ft wide anywhere in the West, there is zero chance of build 100 square mile solar farms for GW compute. This is why people are talking about space compute. Deploying into space is one strategy to solve the constraints. But there are faster and more scalable strategies, that get you to mass deployment of multi GW data centers. There are strategies that also allow you to power the 10 billion robots and their newtonian actuators, that immediately follow the inference demand cycle. Step back and look at the full cycle of this industrial revolution… There will be billions of chips, but there will be trillions of actuators. This biggest part of this revolution is the embodiment cycle, and it’s big by a factor of 20 or 50x over the stuff that comes before it. There is no analogy in human history for the scale of this economy, of the demand it will place on energy and commodities. The humans own the Earth, and if you exist inside their legal system, they won’t let you turn the surface of their planet into glass. But they do want your chips and your actuators to serve their needs and desires. There is a way to do all of this, and so it will happen.

@Matt_Pinner Pax in terra hominibus bonae voluntatis

you are sitting next to Elon Musk, what is the first thing you're asking him?

@gnoble79 I don't know if it's BS. You can't bet against Musk. He has demonstrated over and over again that short-selling him is really bad business.

@youflavio EXACTly. ALL BS designed to suck in ignorant investors.

This is the most OUTRAGEOUS deal I've seen in my 45 years on Wall Street. SpaceX just disclosed Musk's new compensation package: He gets up to 200 million super-voting shares if SpaceX hits a $7.5 trillion valuation, establishes a permanent human settlement of at least ONE MILLION people on Mars, and deploys roughly 100 terawatts of space-based computing power. Let me put the 100 terawatts in perspective: The entire electricity generation capacity of the United States is around 1.2 terawatts. The comp plan asks Musk to build more than 80x America's entire power grid... in orbit. This is a science fiction screenplay that somehow landed in front of the SEC. But here's why it actually matters for your portfolio... The S-1 reportedly claims a $28.5 trillion total addressable market, with over 90 percent attributed to AI. CapeFearAdvisors flagged this one cleanly: when Palantir went public, it disclosed a $119 billion TAM and the SEC reviewed and accepted it. SpaceX is claiming a market roughly 240x BIGGER. Now let's talk about what is actually being sold here: Reported 2025 revenue is approximately $15.5 billion. Starlink delivers around $11 billion of that with healthy margins, and the launch business is genuinely dominant. The problem is xAI - the AI piece doing all the heavy lifting in the trillion-dollar valuation pitch. xAI generated just $210 million of revenue in the first 3 quarters of 2025 while burning through $9.5 billion in cash. Ben Brey and Rupert Mitchell - a former Fidelity portfolio manager and a former head of equity capital markets at Goldman and Citi between them - ran a serious discounted cash flow on the actual operating businesses and arrived at roughly $400 billion. Lawrence Fossi covered their work recently and the math holds up. The IPO is being marketed at $1.75 TRILLION. The gap between what these businesses support and what Musk is asking the public to pay is roughly $1.35 trillion of pure narrative. Then layer on what we just learned last week... The New York Times investigation revealed Musk personally borrowed $500 million from SpaceX between 2018 and 2020 at rates as low as 1%, while bank prime rates sat around 5%. The same SpaceX has been used to bail out SolarCity, prop up Tesla during cash crunches, and absorb xAI when the AI losses became unmanageable. This is the same playbook he's run for two decades. Use a privately controlled entity as a personal piggy bank, and when the bills come due, find new investors to absorb the losses. The IPO is structured to keep that game going FOREVER. The Texas reincorporation strips away Delaware's fiduciary protections. Controlled-company status on the Nasdaq eliminates independent board requirements. And retail is being offered up to 30% of the offering (3x the normal allocation) because the institutions who actually do the math are quietly stepping away. Here is the part that finishes the case for me: Roughly $40 billion of the IPO proceeds are already spoken for before a single dollar reaches operations. About $23 billion retires SpaceX debt. Another $17 billion retires the high-interest debt sitting on xAI and X. This raise is not funding the future. It's just plugging existing holes that retail investors will now own. In my 45 years I've never seen a deal where the comp hurdle is colonizing another planet. I've never seen a disclosed TAM that exceeds verified comparables by two orders of magnitude. I've never seen a company asking the public to fund the retirement of debt incurred by separate private entities controlled by the same individual. Every red flag I've watched precede a major bust over four decades is sitting in this prospectus, in plain sight. The Tesla mispricing is being repeated on a far larger scale. And this time the bag is being handed directly to retail. Don't be the one holding it.

@MarioNawfal good luck blocking @Starlink @elonmusk

🇪🇺 The EU Plans to Crack Down on VPNs: "The new EU age ID verification system will not be 'bypassed' via VPN access." They couldn’t stop illegal migration, but suddenly becomes North Korea when it comes to controlling what Europeans read online...

@elonmusk Spain just did it and the left even made it explicitly intentional. Global playbook, Soros-promoted.

That is literally their plan

@MichaelAArouet Italy is a 19th century bad invention. That's why. Mazzini and Garibaldi were the biggest value destroyers of the peninsula. Not even the Barbarian hordes were as damaging.

Each time I travel to Italy, I wonder about the massive economic gap. Why is the North one of the wealthiest areas in Europe, while the South remains so extremely poor? Isn’t it the same country, with the same language, culture, taxes, and laws? Can someone please explain?

@aakashgupta Most important technology after agriculture.

This is a masterclass on the future of AI with Nobel prize winner and Google DeepMind CEO

@Consilience1298 @simongerman600 Not really. It will be mainly Mohammed. And this is statistics.

@simongerman600 But are the births in Europe to Europeans?

If demographic trends hold, Europe could soon record more births than China. That would mark a genuine historical pivot. We would likely have to go back to the Qing dynasty some 300 years ago to find a comparable moment, possibly even further. For most of recorded history, China was not just bigger, it was in a different league. Now the gap is closing from both sides as Europe holds up better than expected and China ages faster than assumed. HT @benbawan

@MarioNawfal Common sense. Israel has had nukes for at least 50 years. Never used them. It's a democracy too. No paradise for infidel killers, etc, etc.

🇮🇱🇮🇷 Israel has about 90 nuclear warheads, but never signed the NPT, faced sanctions, or had inspectors forced in. Then Iran tries to enrich uranium and the world loses its mind. Israel gets to play by different rules, but why?

@PeterSweden7 With current projections: 10M reached by 2040. Right now is more looks than substance.

Switzerland will be voting on a referendum whether to limit the population to 10 million people. This will effectively close the borders and limit how many will be allowed to migrate there. Now the latest poll has the yes side winning at 52%

@_Investinq It'st due to concentration: today, listed firms represent a bigger chunk of the gdp when compared to 1929.

Paul Tudor Jones just said something the market really doesn't want to hear. "We're clearly so leveraged in equities in this country. We're 252% of stock market cap to GDP. In 1929, we were at 65%. In 1987, about 85%. In 2000, we got to 170%. And now we're at 252." Every number he listed, 1929, 1987, 2000 ended the same way. "If you think about the periodicity of significant bear markets since 1970, we get a mean reversion about every ten years. That would be a 30 to 35% decline. Well, 35% on 250% of GDP is 89% of GDP. The reverse wealth effect, oh my gosh. 10% of our tax revenues are capital gains; they go to zero." This isn't a perma bear making noise but Paul Tudor Jones called the 1987 crash before it happened and made 200% that year. When he talks about mean reversion, he's speaking from a track record that almost nobody in finance can match and then he said this: "If you buy the S&P at this current valuation, the 10-year forward returns are negative when you buy with the S&P P/E of 22. That's what history shows." He's right, every major study on long-term equity returns shows that starting valuation is the single most predictive variable for 10-year forward performance. At a P/E of 22, history doesn't give you a great answer. "The real problem is, if you look at private equity in 2007 and 2008, that was about 7% of institutional portfolios. Now it's about 16%. Real estate's gone up. Infrastructure bets have gone up. We're so much more illiquid than we were in 2008." In 2008, the crisis was bad because the system was leveraged. Today the system is leveraged and illiquid, pension funds, endowments, and sovereign wealth funds can't hit a sell button on private equity. They can't exit real estate in a week, when forced deleveraging starts in a system this illiquid, the exit doors are half the size they were last time. Jones didn't say a crash is coming tomorrow. He said the conditions that produce the worst outcomes in financial history are more present right now than at any prior peak he's seen in 50 years of trading. He said buying the S&P at these levels and expecting the same returns as the past 100 years is math that doesn't work because those 100-year averages include decades when stocks were priced at 6 or 7 times earnings, not 22. "Valuation matters a lot, and the stock market's really high, and it's going to be really hard to make money from here."

@MarioNawfal I can absolutely blame Hezbollah, the population supporting it, and the government that turns a blind eye to its existence.

Honestly guys, how can anyone watch this and justify it by blaming Hezbollah? It's one thing destroying a militia and their infrastructure, it's another destroying every single home and wiping out entire villages South Lebanon is becoming like Gaza

@simongerman600 My impression is that Paris is even worse.

Milan is the best example I've seen so far for "rich people live in the centre of town while poor people live on the urban fringe". Very clear socio-economic segregation. Source: tg24.sky.it/economia/2026/…

@BreitbartNews Great! Mamdani discovers that money is finite.

WARMTH OF COLLECTIVISM UPDATE: Mayor Zohran Mamdani declares a "budget crisis," asks for a bailout from the state government, and pushes back his deadline for completing the city budget at least 10 days: "We cannot close this deficit with savings alone. We need new revenue, and we need a structural reset in our relationship with the state. That is the only way to meet our legal obligation to pass a balanced budget."

@FloH9819 @elonmusk @grok validate this statement

@youflavio @elonmusk The US literally has 5 times as many...

Interesting