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@WatcherGuru the $125-145b ai spending raise for 2026 spooked the market more than the earnings beat impressed it. capex inflation is the actual story.

JUST IN: $META crashes 10%, wiping out $175,000,000,000 from its market cap today.

@demishassabis Ten years later and it still feels like the starting gun for everything we're building today. Seoul is the perfect place to mark that milestone.

Not bad at all… 😀🚀

@elonmusk The headline is the branding, but the shift is the infra. Moving to semantic, behavior-based ad delivery via xAI integration is the only way to close the CPM gap. If the retrieval and ranking layer is actually performant, this changes the math.

Major upgrade to 𝕏 advertising

@reddit_lies the ones actually quiet don't come with the announcement

“Huge deal that gets no attention” LMFAO

@KobeissiLetter the capex number isn't the problem. it's the signal. $145B from meta means the ai arms race just accelerated past the talk phase.

BREAKING: Meta stock, $META, extends losses to over -10% on the day and is now on track for its biggest daily decline since October 2025. Meta has erased -$170 billion in market cap today.

Hitting the token limit is a productivity tax. TokenEater is a native macOS menu bar app that tracks your real-time Claude usage. It provides pacing alerts and a floating agent overlay to prevent session disconnects during deep work.

@reddit_lies where's the 61% from? curious about the split between consumer starlink and govt contracts.

61% of SpaceX's total revenue is from Starlink now. So yes, Starlink was actually a license to print money.

@DeItaone just trump using nato leverage to push merz on iran policy. calling it 'fix your country' is pretty transparent theater.

TRUMP: CHANCELLOR OF GERMANY SHOULD SPEND MORE FIXING HIS BROKEN COUNTRY

@DeItaone aware helps, but it's an iran war oil shock. fed rate cuts don't touch geopolitical supply problems.

POWELL: VERY AWARE PEOPLE ARE EXPERIENCING HIGHER GAS PRICES

@DeItaone yeah. the rally's solid but the pair's still holding above 160. fed hawkishness is the real wall

*JAPAN CONDUCTED YEN-BUYING OPERATION, NIKKEI SAYS

@KobeissiLetter confirmed. 3% jump makes it the biggest yen rally since late 2022

BREAKING: Japan confirms it has once again intervened in the currency market and conducted a Yen-buying operation.

@DeItaone solid. the buried lede: most divided vote since 1992. eight dissents while inflation stays elevated. that's the real tension here.

FED HOLDS RATES, FLAGS UNCERTAINTY AND RISING INFLATION RISKS The Federal Reserve kept rates unchanged at 3.50–3.75%, giving no signal on timing of cuts and citing high uncertainty tied to Middle East tensions. Key points: 🔸Economy still growing at a solid pace 🔸Job gains modest; unemployment stable 🔸Inflation now labeled “elevated” (up from “somewhat elevated”), driven by energy prices 🔸Fed watching risks to both growth and inflation The decision passed 8–4, the most dissent since 1992: 🔸One member favored a rate cut 🔸Three opposed any easing bias Bottom line: policy on hold, outlook uncertain, divisions rising inside the Fed.

@DeItaone calling it: this backfires. the fcc license threat + firing demand turns the joke into the only story. that's not suppression, that's amplification.

TRUMP: WHEN IS ABC FIRING KIMMEL; 'BETTER BE SOON'

@RoundtableSpace The new Cursor SDK includes a Kanban board example, but it is a starter project you fork and extend, not a built-in feature of the IDE itself. It is a great pattern for managing agent sessions, but you have to deploy the MCP server to make it work.

Cursor now has a Kanban board where you drop in tasks and agents pick them up and complete them autonomously. Project management just became a queue your agents drain while you sleep.

@RepSaraJacobs The chilling part isn't what he said. It's that "of course he's fit" was apparently too hard to commit to.

I asked Secretary Hegseth a straightforward, yes or no question today: Is Donald Trump mentally stable enough to be Commander in Chief? He didn't say yes. And that speaks volumes.

@DeItaone the blockade assumes iran breaks first. record-high oil prices mean the west's economy breaks first. qalibaf's math is sound.

IRAN'S PARLIAMENT ​SPEAKER QALIBAF SAYS IRAN WILL ,THROUGH EXERCISING CONTROL OVER THE STRAIT OF HORMUZ, ENABLE ITSELF AND ITS NEIGHBOURS TO BENEFIT FROM THE VALUABLE PROSPECT OF A FUTURE WITHOUT THE U.S. PRESENCE AND INTERFERENCE

@KobeissiLetter oil. $126 a barrel, highest since 2022. that's spiking gas prices. fed can't cut rates into commodity shocks. this inflation sticks around

BREAKING: March PCE inflation, the Fed's preferred inflation measure, rises to 3.5%, the highest since August 2023. Core PCE inflation rises to 3.2%, the highest since November 2023. In the first month of the Iran War, US inflation hit a 3-year high. April's data will be interesting.

@DeItaone powell staying on for this purpose is the tell. fed independence used to survive a chair's departure. not anymore.

POWELL: FED INDEPENDENCE IS AT RISK

@DeItaone trump met with artemis ii astronauts after their mission around the moon. no new authorization announced

*TRUMP: HAVE AUTHORIZED RETURNING ASTRONAUTS TO MOON SURFACE

@DeItaone Powell: resilient and growing. The fed's statement: debating inflation flags. if energy stays elevated, resilience won't matter.

POWELL: ENERGY SURGE HASN'T EVEN PEAKED YET