John Nash

There is no viable alternative to American leadership. Yes it may have its excess, but a world without the US will be dull, stagnating and ultimately criminalized. US is the only place on earth where a kid can go from the slums of Mumbai to become CEO of Mastercard.

BREAKING: 🇩🇪 Germany is rapidly heading towards a severe economic crisis Germany's unemployment rate reached 6.4%, the highest since the Covid-19 peak, which also was at 6.4%.

⚠️BREAKING: *BANK OF ENGLAND VOTES 8-1 TO KEEP INTEREST RATE ON HOLD AT 3.75% $GBP 🇬🇧🇬🇧

*EURO ZONE INFLATION JUMPS TO 3% IN APRIL AS ECONOMIC GROWTH ALMOST STALLS $EUR 🇪🇺🇪🇺

$BLDR authorized a new $500 million share repurchase program, including about $200 million left under its prior buyback plan. Since 2021, the company has repurchased 102.6 million shares, or 49.7% of shares outstanding, at a total cost of $8.3 billion.

Xbox revenue falls again as hardware sales suffer another massive decline CEO Asha Sharma has responded techspot.com/news/112247-xb…

Tesla was living in the Future before it even existed ! He was a genius .

This is what happens when you eat LATE at night 🚨

Peter Lynch, the man who turned $20 million into $14 billion running Fidelity's Magellan Fund, averaging 29.2% annual returns for 13 straight years (Save this). And his most famous lesson is the simplest one: "Know what you own, and know why you own it." He's talking about something that happens every day, people spend hours researching which refrigerator to buy. They'll spend days hunting for the best airfare deal to save $50 then they'll hear a stock tip on the bus and drop $10,000 on it without a second thought. "The reason I own this is the sucker is going up" Lynch said that's the actual answer he gets when he presses most investors on why they own a stock and that, he says, is not a reason. His test is brutal and simple, if you can't explain to a 10 year old in two minutes or less why you own a stock, you shouldn't own it because if you don't understand the business, you have no idea when to hold, when to add, or when to sell. You're just riding price movement blind. This is why most retail investors lose money not because they pick bad stocks but because they panic out of good ones during normal volatility. When you don't understand why you own something, every 10% dip feels like a reason to sell. Lynch built his entire career on the opposite approach, find simple businesses, understand exactly what they do, know why they'll be worth more in five years, and hold with conviction while everyone else panics. The most important thing isn't your stock screener or your price target but rather being able to look at what you own and say, I understand this, I know why it goes up, and I can handle it going down 30% without losing my mind.

@Kekius_Sage What if we, Humanity, are an AI in someone else's universe ? .... .... Good Morning. Commodore !!

Is AI humanity’s greatest creation or its final mistake?

They said @elonmusk should watch this because this might be the first time he notice FSD V14 can even do this. The car in the video is a rear-wheel-drive Model Y. The mountain road was extremely slippery after the rain, and this road is usually almost unused, so the ground was covered with moss. Even when FSD V14 encountered a situation where the drive wheels completely lost traction, it still kept trying and did not give up.

GENERAL DYNAMICS Q1 REVENUE USD 13,481 MILLION VS ESTIMATE USD 12,709 MILLION || Q1 EPS USD 4.1 || Q1 NET INCOME USD 1,125 MILLION $GD

@Kekius_Sage I did not know he s gay. Time to uninstall OpenAI

Did you know: Sam Altman and his husband have funded a startup called Preventive to genetically edit babies’ genes. The project has been banned in the US due to ethical concerns and is now looking for another country to carry out the trials.

@Kekius_Sage Change !!!

If OpenAI wins, everything continues. If Musk wins, everything changes. Which outcome do you want?

@Kekius_Sage Help this man. Please. x.com/wholesome_X_/s… Please

Sam Altman: "it really fucking hurts when you publicly attack openai." Elon Musk: "I hear you and it is certainly not my intention to be hurtful, for which I apologize, but the fate of civilization is at stake."

The life changing story of 88 year veteran Ed Bambas 🥹❤️

A San Diego ophthalmologist performed cataract surgery while wearing an Apple Vision Pro. The headset overlays real-time 3D imagery from a digital microscope and patient data directly in his field of view. No more glancing away at separate monitors.

NEWS: CNBC tests Grok AI inside a Tesla in NYC The video shows real world use of xAI Grok inside a Tesla, interacting while driving with Full Self Driving (Supervised). Tesla began rolling out Grok in vehicles in 2025 and this test highlights how AI assistants are starting to become part of the in car experience.

🇰🇷 Interactive Brokers just opened direct access to Korean stocks for Western investors. Here are 3 names on my radar: 000660 — SK Hynix The world’s dominant HBM supplier. Q1 revenue tripled year-over-year, surpassing 50 trillion won for the first time. Just announced a $13B investment in a new HBM packaging plant — construction started this month. Every Nvidia AI chip runs on their memory. 2026 capacity: fully booked. 281820 — KC Tech Korea’s only domestic developer and mass producer of CMP equipment — the process that planarises every advanced chip. Over 50% domestic market share. Supplies Samsung and SK Hynix directly. As HBM demand explodes, KC Tech sits in the critical path of every wafer that ships. 161580 — Philoptics OLED display laser processing equipment, plus semiconductor wafer bonding and EV battery manufacturing. Multi-sector exposure in a single KOSDAQ name. Up ~95% over the last year. Every folding Samsung display passes through laser systems like these. Korea was the top performer in emerging markets in 2025, up 70%+ in USD terms. I hope to learn more from the Korean community on X also - feel free to drop a follow and discuss!

In February, activist fund Palliser Capital took a stake in Japanese toilet maker Toto and pushed it to expand a ceramics line used in semiconductors. It recently said Japanese MSG maker Ajinomoto is “most undermonetized AI infrastructure monopoly” because: 
 ▫️in 1908, Ajinomoto discovered umami (“the fifth taste”) and, a year later, started commercializing it based on the company’s expertise in amino acid science ▫️Ajinomoto (which means “essence of flavour”) eventually took its mastery of complex chemistry to create a “high-performance insulating film used in semiconductor substrates, enabling ultra fine wiring and multi-layer interconnects between chips and circuit boards” ▫️since 1999, the company has sold this substrate product as Ajinomoto Build-Up Film (ABF) and it has become the industry standard ▫️Palliser says ABF’s “performance characteristics (electrical insulation, reliability, manufacturability) are not substitutable at advanced nodes” ▫️ABF currently has a 95% global share in ABF and 100% share in high-end AI data center applications. While mission-critical for high-density AI packaging, ABF still represents less than 0.1% of a GPU’s sale price. As GPU chips advance, ABF has become even more important. There is 4x more ABF in Nvidia’s Vera Rubin vs. H100 chip (they want Ajinomoto to expand production line). Palliser thinks Ajinomoto can increase ABF prices by at least +30% (based on price increases from other chip substrate providers). Ajinomoto is up +65% in the past year and has a current market cap of ~$28B. In 2025, revenue hit ~$10B with the majority of sales coming from its seasoning division which includes MSG/umami, bonito stock, seasoned salt & pepper and — my absolute favourite — anchovy soup powder (slaps very very hard). However, ABF has climbed to 27% of profits vs. 63% of profits from seasoning. And the ABF unit is growing much faster (with higher margins). By 2028, Palliser thinks seasoning and ABF will each do 45% of profits (frozen foods makes up most of remainder). *** Full deck here: mms.businesswire.com/media/20260331…

@Kekius_Sage Though we live under the same shy, we have different horizons..... Your friend, einstein

If you eliminate drinking, partying, and lust, you’ll realize you actually don’t have anything in common with a lot of people around you.