Lenka

@WalshFreedom Belong to the evangelical cult?

Am Yisrael Chai!🇮🇱

@brhodes x.com/BenSwann_/stat…

This has never been about the nuclear program it's been about regime change

Iran Deal put a lid on the nuclear program. It's loudest opponents in Israel and US needed to kill it bc they needed Iran to have an active program to justify war.

@kampeas Speak for yourself. I've known several Jewish people who absolutely insisted Jews are their own race. I knew a non-Jew married to a Jew who believed it!

Mehdi, we don’t define ourselves as a race but as a people. Race is an ugly construct, one you are perhaps unintentionally indulging here. Palestinians by the way are also diverse - not to the same extent perhaps, but diverse. I would never mock a Black Palestinian.

The @theallinpod is the most influential podcast in the tech world. They are obsessed with talking about government grift & corruption. Utterly obsessed. All 4 of them: @chamath, @jason, @davidsacks & @friedberg Their blood boils talking about how California state employees abuse the state pension system. Hardly a show goes by without a rant on how corrupt California's and San Francisco's governments are. Yet they worship at the feet of the most corrupt president in US American history by an order of magnitude. Yet they are true Trump sycophants. How do they manage the cognitive dissonance?

@anthonyzenkus I keep thinking that the violent abhorrent culture within the IDF didn’t just arrive in the last 2-3 years. It had to have been in the making or existed for quite awhile longer. And since military service is required in Israel, what does that say about the wider culture?

Thinking that all that is wrong with Israel stems from Netanyahu is like thinking that all that is wrong with America stems only from Donald Trump.

Declassified UK just described the horror of aid distribution in Gaza. US troops in Gaza were controlling aid delivery like a deadly game of "Squid Games." Green light means run for food. Red light means stop-or get shot at. US veteran said "I've never heard as much gunfire and ordnance being dropped as I've seen over there. It's non-stop" The aid delivery system in Gaza is designed to fail. Declassified UK explains: they have the facilities. They have the logistics. They could feed everyone. But the troops stop them

@skaushik100 @TheAtlantic Yes!!

This @TheAtlantic article is about what happened at charter school systems around the country, but the story it tells - of schools prioritizing anti-racism over academic excellence, leading to lower performance and widening achievement gaps - conforms almost perfectly with the story of what happened with Seattle’s public schools. I am working on a piece now where I attempt to tell the story of what went wrong with Seattle’s public schools over the last decade, and what that teaches us about the state of public education in blue America. It’s a self-inflicted wound.

@brhodes Or maybe it’s been about Israel border expansion and/or oil control

@solace_eternal @academic_la Something like that! It is mind boggling.

@academic_la Ashkenazi are acting out their traumas to feel in power

There has been a good deal of speculation on the matter of the Israeli systematic use of dogs to violate prisoners. One of the main claims against it, is that it is physically impossible. But of course, there is another well known case of the use of dogs for sexual abuse. Chile under Pinochet. But also in the Holocaust: 1) This specific form of sexual violence was primarily carried out at secret detention centers by agents of the DINA (National Intelligence Directorate), Pinochet's secret police. 2) Ingrid Olderöck, a DINA captain was known as "the Woman of the Dogs." She trained her German Shepherd, named Volodia, specifically to rape and maul detainees. 3) Much of this abuse occurred at a secret facility in Santiago officially known as Irán 3037, but nicknamed Venda Sexy ("Sexy Blindfold") by the guards due to the pervasive sexual torture inflicted on blindfolded prisoners. 4) The Valech Report (the National Commission on Political Imprisonment and Torture) officially documented these testimonies, confirming that sexual violence—including the use of animals—was a systematic method used to break the will of political dissidents. 5) Holocaust survivors have testfied that Klaus Barbie trained German Shepherds to bite and rape naked women at his headquarters in the Hôtel Terminus. 6) There are similar cases in apartheid South Africa and Central African Republic. Unfortunately, this is a well documented form of dehumanization and torture. Unless all these people are lying, it is possible. As we have learned, there is no form of treatment too awful for Israelis to use against Palestinians.

The Trump family has made $4 billion off the presidency. Crypto: $3.02B Persian Gulf deals: $425.8M Qatari jet: $150M Legal fees/merch: $127.7M Mar-a-Lago: $125M Corporate deals: $91M Hanoi hotel: $40M Truth Social: $25M Don Jr: $19.6M Unprecedented kleptocracy.

Insider trading is legal for: ✅ President ✅ President’s family ✅ President’s friends ✅ President’s cabinet ✅ Congress ❌ Military

@haaretzcom Always the biggest victims

Could Israel be the only country in the world facing an 'existential threat'? haaretz.com/israel-news/is…

@literallysup @OrenKessler Exactly

@OrenKessler He’s talking about you, not your grandfather. You see what you’re doing right now? Co-opting suffering that you didn’t experience and using it to victimize yourself, despite being an extremely privileged white person? That’s what he’s referring to. You’re doing it.

It must have been my grandfather's "white privilege" that spared his life in Poland, but not those of his parents, all of his brothers and sisters, all of their children, and all of his cousins.

@Justin_G0rd0n @NME @thestrokes Can we just assume everything is antisemitic and call it a day?

@NME @thestrokes This is wildly antisemitic. That little coward should just come out and say Jew.

.@thestrokes’ Julian Casablancas calls out the “white privilege” of “American Zionists” “American Zionists get the benefits of white privileged people but talk like they are Black people during slavery,” the NYC frontman argued nme.com/news/music/the…

@gnoble79 @scidood Thought it would have crashed awhile ago. Even lost some money betting on that crash. This stock is a cult stock, not the least bit tied to fundamentals or reality

Last night was the biggest disaster in the history of Tesla. Let me walk you through what actually happened on that earnings call, because the headlines are doing you a disservice: Elon Musk got on the call and admitted (his words) that Hardware 3 "simply does not have the capability to achieve unsupervised FSD." He said he wished it were otherwise. He said the memory bandwidth is one-eighth of what Hardware 4 has. And that's the end of the conversation. Approximately 4 million Tesla vehicles on the road right now have Hardware 3. Many of those owners paid $8,000 to $15,000 for Full Self-Driving capability based on Musk's repeated promises (going back to 2016) that the hardware was sufficient for full autonomy. As recently as 2022, Musk was publicly assuring owners that HW3 had the processing power to get it done. BUT IT DIDN'T Those promises are now officially broken. The solution is a "discounted trade-in" toward a new car with Hardware 4. Not a refund or a free upgrade... A discount on buying ANOTHER Tesla. Investor Ross Gerber said it too - all HW3 owners got screwed, and with roughly 285,000 FSD purchasers affected, the potential liability runs into the BILLIONS. But that's not even the worst part. Musk was asked if the current FSD v14.3 was ready for unsupervised deployment. He said yes. Then immediately walked it back and admitted Tesla has "major architectural improvements" in the pipeline that would significantly improve safety. What he really means: the software isn't SAFE ENOUGH to deploy without a human watching. Full unsupervised FSD for consumer cars is pushed to Q4 2026. At the earliest... Maybe. How many times has this deadline been pushed? I've lost count. And trust me, I've seen a lot of broken promises. But this one takes the cake. Now let's talk about the numbers everyone is celebrating: Tesla reported $22.4 billion in revenue and $0.41 in non-GAAP earnings. A "double beat." The stock popped 4% after hours. Victory, right? WRONG Dig into the actual filing: The number one driver of operating income improvement wasn't cost reductions, wasn't volume growth, wasn't FSD revenue. It was - and Tesla listed this FIRST in their own shareholder letter - "one-time benefits related to warranty and tariffs." They released warranty reserves. They booked tariff refund windfalls. They stretched supplier payments by 10 days. They took on billions in new debt. Then they presented everything through non-GAAP metrics that strip out over $1 billion in stock-based compensation. GAAP net income was $477 million on $22.4 billion in revenue. That's a 2.1% net margin. On a $1.4 trillion market cap. Let me put that in perspective: 3.75 billion shares outstanding. Annualize the Q1 GAAP profit and you get roughly $1.9 billion. That's a trailing P/E ratio north of 700. Use the adjusted number - strip out stock comp, which is a REAL cost to shareholders through dilution - and you're still at around 250x earnings. All of this is extremely bad, but I didn't even talk about the CAPEX BOMB yet... 3 months ago, Tesla guided to "over $20 billion" in 2026 capital expenditure. Last night they raised it to over $25 billion. A $5 billion increase in a single quarter. That's 3x their historical annual capex run rate - $8.5 billion in 2025, $11.3 billion in 2024. The CFO confirmed on the call that Tesla expects NEGATIVE free cash flow for the rest of the year. So you have a company generating roughly $6 billion in annual free cash flow on a good year, and they're about to spend $25 billion. The math doesn't work. They will almost certainly need to issue equity. Which means dilution. Which means the $1.9 billion in annual earnings gets spread across even MORE shares. The core auto business is literally deteriorating in real time: Tesla delivered 358,000 vehicles in Q1 (missed estimates again). They produced 408,000. That's 50,000 cars sitting on lots that nobody bought. Inventory days jumped from 10 to 27 in just a few quarters. California (their most important US market) saw registrations crash 24% year over year. Their market share in the state fell from 9.2% to 7.7%. That's on top of a Q1 2025 that was ALREADY weak from Model Y retooling. They're declining off a decline. And here's what really kills the bull case... The entire valuation rests on robotaxis, Optimus robots, and autonomy. So let's put numbers on it: Waymo - the actual leader in autonomous driving with 15 million completed rides in 2025 alone, over 127 million autonomous miles driven, operating commercially across 6 US cities with plans to expand to 20 more - just raised $16 billion at a $126 billion valuation. That's the market's verdict on what the LEADING robotaxi company is worth. $126 billion. And Waymo is YEARS ahead of Tesla in actual deployment. Tesla has 3.75 billion shares outstanding. So even if you assign $126 billion in robotaxi value (giving Tesla full credit for matching Waymo despite being nowhere close) that's $33 a share. Add the auto business at generous auto-industry multiples, maybe $20 a share. Throw in energy storage and services, $10-15. Sum of the parts gets you to roughly $65-70 a share if you're feeling generous. Maybe $50 if you're not. The stock is $387. So what exactly are you paying for? You're paying for a STORY. You're paying for PROMISES that keep getting pushed back, technology that keeps falling short, and a business plan that requires spending $25 billion a year while the core product sells fewer units at declining margins in a market where California sales just fell 24% and the federal EV tax credit is gone. I managed the number one mutual fund in America. I founded two billion-dollar hedge funds. I've been doing this since 1981. And I am telling you: Tesla at $387 is one of the most egregious mispricings I have seen in my entire career. THE CRASH WILL BE EPIC

@BriannaWu Call it what you want, murdering tens of thousands of civilians, and destroying their land, infrastructure and property so they can’t recover is pure evil. No better than the nazis.

If you think Israel is committing a genocide you have fallen for propaganda.

@Partisan_12 They fool themselves alone.

@5149jamesli Did he get his eyebrows microbladed red??

Ben Shapiro says the U.S. has been an "unreliable ally" to Israel. We literally give them billions of dollars every year, supply them with all the bombs they want, start wars on their behalf, and pass laws banning criticism of Israel. Is it ever enough with these people?! 😩

Israel killed every single person in this photo in Lebanon. Every. Single. One. All journalists. Targeted and assassinated intentionally. For reporting the truth from the frontlines.

Israel didn't just kill Lebanese journalist Amal Khalil; they hunted her down and dropped grenades on the medics who tried to save her. In other news, Europe - in its infinite moral void - voted against imposing even minor consequences on Israel for its countless war crimes.