So... let me get this clear Buffett's indicator that... was never wrong, says sell Meanwhile he increases $GOOGL investment by 83% Google became his 3rd-largest position. I just spent 6 hours researching WHY he did that And what I found out is kinda scary... The same gauge Buffett called the best measure of valuation is flashing red. For years he's sat on a near-record cash pile because of it. So why an 83% increase in Alphabet (~$37.8B) right now? Two things. First: conviction. He made a huge bet here, 83% is not a hedge. Berkshire (Warren's investment holding) was a net seller of stocks for 14 straight quarters. Nearly four years of hoarding cash This Alphabet buy is the wait breaking. And ~$10B of it was a private placement directly funding Google's AI buildout (He did it with Goldman in '08 and BofA in '11) Second: value Google trades around 25x forward earnings (below the S&P 500.) Google didn't get cheap because it got worse. It got cheap because the market got scared of the exact spending that makes it stronger. Buffett just bought a mispricing. Your job is to find them before the 13F reveals he already did.show more

Warren Buffett is sitting on $373 billion in cash.... That is the most bearish macro signal I have ever seen. I don’t need charts. I don’t need indicators. I watch what the greatest investor alive does with his money. And right now he’s telling you everything without saying a single word. - sold 75% of his Apple position - dumped billions in Bank of America - net seller of stocks for 12 straight quarters - retired with the largest cash pile in corporate history - parked it all in US Treasuries while everyone else chased AI - the S&P 500 is down 11% in 2026. - Berkshire is up 12%. His cash position is now worth more than 477 of the 500 companies in the S&P 500. Wall Street called his cash pile a mistake. Now every fund manager in the world wishes they had done the same. Every single time Buffett hoards cash, markets bleed. 2000. 2008. 2020. Now 2026. The pattern never changes because human greed never changes. He waits. They panic. He buys the bottom. They buy the top. This is not panic. The greatest investor of all time is moving in silence.show more

Sold 32 coins. Bought 1,550. 48 times more, at... a 15% discount, into the crash the market blamed on the sale. Strategy disclosed today that while everyone panicked over its $2.5 million Bitcoin sale, it was quietly buying the dip that panic created. 1,550 Bitcoin for $101 million, at $65,332 a coin, far below the $77,135 it sold for and below its own cost basis. The bears called the sale the first crack, a forced liquidation, the start of the death spiral. The answer was a buy 48 times the size of the sale that scared them. This is the machine we described: a state-contingent allocator. Above its funding line, it turns market access into Bitcoin. The sale was the exception. The buy is the rule. It also closed the question the sale opened. The cash reserve behind the preferred dividends had thinned to $900 million, about six months of cover. He rebuilt it to $1 billion in the same week. But watch how, because that is the real story. He funded none of it with coins. He funded it with $181 million of freshly issued stock, then spent it on Bitcoin and the reserve. The coins were never the funding source. The equity is. That is the flywheel working exactly as built, and the cost of it surfacing at the same time. Every turn now runs on issuing shares, and the premium that once made each share buy more Bitcoin than it diluted has compressed hard. He bought low. He sold his own stock low to do it. So the question quietly turns. It was never whether Saylor sells his Bitcoin. He just proved again that he buys far more than he sells. It is what each turn of the engine now costs in dilution, and how long the market keeps paying a premium worth that cost. He bought the dip. The dip was partly his own making. And he paid for it in equity, not coins.show more

A 24-year-old guy made $9,420 trading the S&P in... just two weeks, without looking at a chart even once he'd blown up two small accounts first, both times drawing the same support lines and "order blocks" everyone else draws. none of it worked, because none of it moves the market. so he stopped watching the picture and started watching the people forced to hedge: > he tracked Net GEX, the map of where dealers are short gamma and have to hedge > at one strike a wall of negative gamma had piled up, the zone where a dip forces them to sell into it > when price touched it, the market makers sank it themselves, covering their own risk > he was already in cheap same-day (0DTE) puts, and the move ran them +470% in hours he sized tiny every time, because the leverage that paid him could zero the position by lunch. $9,420 didn't come from a secret indicator. they came the day he saw the crowd was staring at drawings while the market was being moved by the math of hedging billion-cap positions.show more

NEW: Recently released January 6 footage shows one of... the J6 protesters flashing something as he appears to be leaving the Capitol building. Many online are suggesting that the item he is holding is a badge and that he is a Federal agent. The man in the video is Kevin James Lyons and he was sentenced to over four years in prison. Lyons admitted to taking a wallet from then-Speaker Pelosi's staffer as well as a framed photo of Pelosi with late Congressman John Lewis. Lyons was an HVAC technician and was arrested in his home state of Illinois just one week after J6. On the evening of J6, Lyons shared a photo of the picture frame he took with his friends and said: "I'm pretty confident I am now a multiple Federal felon." It is very unlikely that the item he is holding is a badge and if it is, it is probably one that doesn't belong to him. Source assist: Brick Suitshow more

🚨 WARREN BUFFETT IS WARNING US AGAIN!!! 26 years... ago, when he did this, an entire generation of investors got wiped out Not rage bait, see for yourself: Dotcom (1999) - "Euphoria is the enemy" Then Nasdaq crashed 75%. Took 12 years to recover AI Bubble (2026) - "We've never had people in a more gambling mood than now" He's saying it again. And he's backing it up Berkshire Hathaway now is sitting on $397 BILLION in CASH Not stocks. Not assets. CASH! The man who called Dotcom is not buying a single thing When the smartest money alive goes to the sidelines - I go too Keep your eyes open because most people will notice this after it’s too late. I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job. Pay close attention. If you still haven’t followed me, you’ll regret it.show more

Alphabet is raising 80B to buy compute “to meet... unprecedented customer demand” Berkshire put in 10B of it Read that again The most patient capital on earth just underwrote a GPU bet Jensen says compute equals revenue Buffett just priced the collateral $GOOGL $BRK.A $NVDAshow more

I asked Rohan Oza how he keeps hitting winners... in beverage. He got into Vita Coco early, when nobody was drinking coconut water in America. His read was that it wasn't a coconut water trend, it was a hydration trend. He got in around a $30m valuation and got out at $700m. He made 20 times his money. The company is now worth north of $2b.show more

Last Thursday I was having dinner with a friend... at a regular shawarma spot near the subway. A guy he knew was sitting with us. Around 21, maybe 22. Hoodie, AirPods, beat-up backpack When the check came he grabbed it without a word. No discussion. Just tapped his phone and paid for all 3 of us My friend was not even surprised. Apparently this was not the first time I asked: what do you do? He said: "I copy wallets on Polymarket" I thought it was a joke. Or some trading guru with a $500 course But he explained it simpler than I expected "On Polymarket there are wallets that are consistently in profit. Not on 1 bet but on dozens in a row. I do not try to guess who wins the election or what the weather will be in Dallas. I just look at what a wallet with a 70+ win rate is doing and repeat it" He did not build models. Did not write scripts. Did not analyze news He opened Telegram and showed me a channel. Simple messages: wallet X entered position Y, price Z cents, market such and such Then he opened Polymarket and showed me his balance I am not going to name the exact number because he did not ask for that. But I will say this: it is enough for a guy in a rented apartment with 3 roommates to casually pay for dinner for 3 and not think twice I asked: "How did you figure out which wallet to follow?" He shrugged "That is the easiest part. Polymarket is blockchain. All trades are open. You go to the leaderboard, filter by win rate, look at history. If a wallet consistently enters positions at 3 to 8 cents and closes at a dollar that is not luck. That is an information edge" Then he added something that made me freeze "The funniest part is I do not even need to understand why he bets. I do not know where he gets his information. Maybe he is an insider. Maybe he has a model. Maybe he just reads news faster. I do not care. I see that he entered and I enter a minute later. The price usually has not moved yet" I came home and could not fall asleep Opened Polymarket. Went to the leaderboard. Started digging An hour later I found the wallet he was talking about → Starting balance was negative. Current balance is a 5-figure number. Win rate above 73%. Average entry 4 to 7 cents. Average win covers 10 to 15 losses I started monitoring it manually. Set alarms. Checked every 2 hours By day 3 I realized I cannot live like this I needed the same thing that guy had. A signal in Telegram that comes on its own the moment the wallet opens a position I found a bot that does exactly that → No delays. No manual monitoring. Wallet enters and you get a notification What you do with it is up to you. Copy it exactly, use it as a signal, or just observe 2 weeks have passed. I have not become that guy from the shawarma spot. Yet But I stopped guessing. And started copying Right now somewhere a smart wallet is opening a new position. The question is whether you find out about it in a second or in 24 hours when the price has already movedshow more

32 coins. $2.5 million. 0.0038% of the stack. That... is the sale the market is now blaming for a $3 billion liquidation cascade and a Bitcoin price nearly halved from its peak. A $2.5 million sale cannot move a trillion-dollar asset. It is a rounding error. In the same week, Strategy raised $128.3 million selling its own stock, 50 times larger. It did not need to sell coins. It chose to. The crash has real drivers: a record 13-day run of ETF outflows, a rotation into AI, a Fed in no hurry to cut. But the accelerant the market keeps naming is 32 coins. The coins were never the point. The signal was. And the signal was deliberate. Michael Saylor told the Q1 call he would “probably sell some bitcoin to pay a dividend just to inoculate the market and send the message that we did it.” His logic was sound: prove the Bitcoin is usable capital, not a vault that can never be opened, and show he is not a prisoner of his own vow. His “never sell” always meant be a net accumulator. He is up more than 170,000 coins this year against the 32 he sold, and he scores himself on one number, Bitcoin per share. By that math, defending the dividend with a sliver was discipline, not distress. The market read it as the opposite. The dose became the catalyst now blamed for the crash. The inoculation became the infection. Because what changed was never Strategy’s solvency. It was its identity. The market has stopped pricing a permanent holder and started pricing what the filings always described: a state-contingent allocator now funding its own preferred dividends, at the margin, from the Bitcoin beneath them. And the buffer is thinning. The cash reserve behind those dividends has fallen from $2.25 billion to $900 million. Against a preferred bill near $1.7 billion a year, that is roughly 6 months of runway. Be precise. This is not a death spiral. Strategy still holds 843,706 Bitcoin, worth more than $50 billion even now, and has more funding levers than almost any company alive. A real rally makes this a footnote, and the sell-side calling the reaction overdone is not wrong on the fundamentals. But the regime has changed. The question is no longer Bitcoin’s price on any given day. It is the cadence of the dividend declarations and the path of that reserve. Bitcoin did not acquire a yield. The wrapper acquired liabilities. This week the market learned that difference costs far more than 32 coins.show more

THIS FEELS ILLEGAL AND I LOVE IT A GitHub... repo with 61,030 stars defeats Google's Play Integrity check. GPL-licensed and last updated eight days ago. The repo is called Magisk. It roots your Android phone and hides root from banking apps. It runs Netflix on a phone the Play Store says is uncertified. Also, passes the same fraud detection Google built to stop it. Here is the part nobody is talking about. ↳ The man who built it is John Wu. ↳ He has been maintaining Magisk for nine years. Since November 2023 he has been a Senior Software Engineer at Google. On the Android Platform Security team. The exact team that builds Play Integrity. Google hired the person who defeats their root detection. He still ships the tool that defeats it. The repo is still online after nine years, hasn’t been taken down, and you should not install it because your phone is supposed to belong to Google.show more

🩸 HUGE WARNING: 🇺🇸 Warren Buffett says that we... have never had people in a more gambling mood than now. $380,000,000,000 in cash is his answer because he believes things are about to get MUCH worse. The last time Warren Buffet was selling SO aggressively? RIGHT BEFORE THE GREAT RECESSION IN 2008.show more

🚨 GOOGLE JUST DROPPED A $205 BILLION PROBLEM Alphabet's... stock just crashed 14% in a single day after earnings. $127.6B in revenue. Free cash flow? -$9.1B. So what’s the actual problem? Alphabet is about to spend up to $205 billion on capex in 2026. And 2027 might be even heavier. Meanwhile, the ad business just missed expectations. That’s the part that bugs me. The cash cow that was supposed to fund this whole AI race is starting to stall. Let that sink in. Google, Microsoft, Amazon, Meta… all of them are throwing hundreds of billions at the same future. Building the infrastructure is the easy part. Making enough money from it to justify these bills is a completely different story. And right now that second part is still wide open. Wall Street is pricing in the AI payoff. But the spending is real. The returns are still a gamble. Remember, I've called every major turn for 10 years, including the Bitcoin bottom at $16,000 and the top at $126,000. My next call will be more important. I’ll post it here publicly like I always do. Stay close.show more

I know with conviction that the true church of... Christ does not sit idly by while darkness consumes its lands. I know this because the deepest joy I have ever experienced almost never happened. I almost traded it away. I bought the lie that secular America sells to the young. "Wait to have kids until you are established. Have your fun first. Live for yourself in your twenties." I believed it. I delayed. And I came within inches of forfeiting the one good that no career, no comfort, no pleasure could ever replace. That joy has a name. It is fatherhood. It is the weight of a child in my arms and the whole future he carries. Now I watch others walk the road I almost walked to its end. I watch them miss the divine joy because they were promised something better and the promise was hollow. There is a grief in me that does not leave. My joy cannot be multiplied without limit. I started too late. I will never have the large family I now know I was made for. So hear me clearly. I want to destroy secularism in this country. Not because I hate the people caught in it. I was one of them. I want to destroy it because it is a disease, and the birth collapse around us is the fever. So yes, I mean to make war on it. I mean to tear down the lie wherever it stands. And I mean to baptize the millions it has stolen.show more

JUST IN: Bank of America just told its clients... to take profits. About 70% of its bear-market signals are flashing, a level it typically reaches only near market tops. Weeks earlier, BofA's own fund manager survey showed the largest one-month jump into stocks ever recorded, with cash down to 3.9%, under the 4% line the bank treats as a sell signal. Read those together. Investors made their biggest dash into equities in the survey's history at almost the exact moment BofA's own indicators say the top is near. But the number that should actually stop you is buried in the note, and almost nobody is quoting it. The companies driving this entire rally, the AI hyperscalers, are on track to spend nearly 100% of their operating cash flow on capex by year-end. In 2023 that figure was 40%. Sit with that. Big tech used to throw off cash and hand it back through buybacks, which lifted the stocks. Now it is pouring almost every dollar it generates into chips and data centers. BofA notes buybacks have slowed and cash conversion has flat-lined. The engine of the rally is consuming the fuel that powered the stocks. It is the same $725 billion build that companies are now blaming for layoffs. The whole market is priced on one bet, and that bet has grown large enough to eat the cash that used to support the share prices. This is not a crash call. BofA's year-end target is 7,100, about 4% below today, and the median outcome after this cash signal since 2011 has been a 1% dip, not a collapse. The posts screaming sell everything are wrong. The real message is quieter. You are being paid less and less to stay, while the engine runs hotter and hotter.show more

George Russell got booed on the Monza podium. 😮‍💨... For second place. In a Mercedes 1-2. After his teammate just won from P19 in front of all of Italy. After George spent most of the race on hards, got jumped late on fresher tyres, then still clapped the kid who beat him. 👏 So... why? Because Kimi is the home story and George is standing next to it. That's it. That's the crime. He didn't crash him. He didn't steal the win. He didn't refuse to clap. He just finished second in the same car and somehow became the villain of a fairy tale that already had a happy ending. 📖 If your guy wins and you still need to boo the other silver car, that's not passion. That's insecurity with a grandstand ticket. 🎟️ Mercedes need to stand in front of him. Not with a polite "superb P2" clip. With an actual line: this is our driver, he drove a proper race, the noise is cheap. Protect the one who just lost a home Grand Prix like a professional while half the grandstand acted like he'd burned the flag. And to the people doing it online too — sit down. Your guy won. The other guy still showed up, still scored 18, still said congratulations. If that bothers you, the problem isn't George. #ItalianGP #Mercedes #F1show more

A lot of what I say in interviews never... becomes a post. Turning hours of recordings into useful ideas is a separate job, and there is always something newer to cover. So I gave Viktor one of my Google I/O interviews. He compared the transcript with everything I had already published, found three unused ideas and linked each one to the exact moment in the interview. I dropped one. The other two were worth developing. Viktor did not invent opinions for me. He found mine and showed me where they came from. See what an AI employee can do: Viktorshow more

BTS will be forever grateful to Seokjin because he... did not just hold the fort while everyone is gone, he made it stronger! and you know why it’s so effective? because JIN didn’t wait. he knew ARMYs waited long enough and so did he.show more

gunwook and kyehoon first impression of junghwan #소정환 🧸... junghwan was actually one of the people ive wanted to get closer to so i was really looking forward to this opportunity i thought he had a strong image but he's way more of a prankster than I expected so he was really cute. it’s fun, and joking around together is so much fun that it really feels like the three of us became true best friends which is great. 🦊and in junghwan’s case, since he's such a sunbaenim figure, at first... uh he was a bit scary, but now he just feels like a younger brother to me. to be honest, gunwook and junghwan are so cute I could die. this trio has a cuteness agression towards each other 😆 and i understand.show more

Is Michael Saylor about to get a margin call?... No. And the reason is more interesting than the rumor, because what he built instead may be harder to escape than one. A margin call needs a lender who can seize collateral when the price drops. Strategy has none. Its $6.7 billion in debt is convertible notes, the largest tranche due in 2029, with no loan-to-value trigger and no clause that lets anyone take a coin because Bitcoin fell. Saylor learned that in 2022, when he did have a collateralized loan and sweated a liquidation price, then rebuilt the structure so it could never happen again. On the literal question he is right, and the people calling for his liquidation this week do not understand what they see. But killing the fast death created a slow one almost nobody is pricing. To fund his buying, Saylor issued a mountain of perpetual preferred stock that pays a fixed dividend forever, near 11.5 percent, no matter where Bitcoin trades. That annual bill quadrupled from about $300 million in January to roughly $1.2 billion now, while the cash reserve that pays it fell 38 percent this year to near $1.4 billion, after the company spent $1.5 billion in May retiring debt. Put those two numbers together and you get the figure that actually matters, and it is not a Bitcoin price. It is a countdown. Dividend coverage, the time the cash can keep paying that bill, has collapsed from more than seven years in early 2026 to between ten and fourteen months, depending on whose math you use. Months, not years. The market is already pricing it, just not where the rumor is looking. That preferred stock is engineered to sit at $100. Last week it cracked to $82.50, a record 17.5 percent below par. That discount is investors quietly clocking the strain while the timeline screams about a margin call that cannot happen. There is a clean way out, and it is the one door the structure was built to keep shut. Restoring a safe two years of coverage takes about $2.8 billion, roughly double what Strategy holds, and the fastest path there is to sell Bitcoin. But selling crystallizes a $10.6 billion loss, breaks the never-sell promise that gives the stock its premium, and bleeds the very asset the machine exists to hoard. The exit and the wound are the same cut. He already brushed it, selling 32 coins on June 1 to cover a payment. Thirty-two against more than 847,000 is a rounding error in size and an earthquake in meaning, because the company that swore it would never sell, sold, to pay a dividend. And there is a second trigger almost no one has read, buried in the fine print. If Saylor ever simply skips a preferred payment to save cash, the missed amount compounds, the senior layer can ratchet its rate higher, a senior miss freezes payments to every junior layer beneath it, and after enough missed quarters those preferred holders can start taking board seats. No one seizes a coin. But control begins migrating to the people he owes. The clock does not just run down. It hands away the keys at the end. So the honest verdict is the one neither side is shouting. There is no margin call and no imminent bankruptcy. The structure protects him exactly as designed. What it cannot protect him from is a fixed bill that grows while the cash shrinks, where every exit deepens the hole. Sell Bitcoin and break the story. Issue stock into a price near its lowest since 2024 and punish your holders. Skip the dividend and start losing the company by the boardroom. Saylor did not escape the margin call. He traded a cliff for a clock. A cliff takes you in an afternoon and a stranger pulls the trigger. This clock takes months, and at the end the trigger is pulled by the only two forces he swore would never touch it, his own hand, or the people he owes. The rumor asks whether someone is about to call his loan. The real question is how many months he can keep paying before he has to sell the dream, dilute the believers, or hand over the board to keep the lights on.show more