الحطّابون لا يعرفون الخوف، فهم يجرؤون على السير حيث... لا يجرؤ الآخرون! ترقّبوا الموسم الثاني من برنامج The Last Woodsmen ابتداءً من 8 ديسمبر! Loggers are fearless where they dare to walk where others don't! Stay tuned for The Last Woodsmen season 2 starting December 8!show more

In early November, Ilhan Omar said she’s “not the... 8-year-old who escaped war anymore… I’m grown, my kids are grown, and I can thrive anywhere.” Last night Trump ended TPS for Somalis in Minnesota, pointed to billions stolen through Somali fraud, and declared: “Send them back to where they came from. It’s OVER!” Hours later Omar fires back: “I am a citizen and so are majority of Somalis in America… we are here to stay.” Amazing how fast “I can thrive anywhere” turned into “you can’t send us anywhere” the moment Trump made it real.show more

Last year Justify👑 and I (Harmony Bloodstock) gave out... our top 8 colts from the 2 year old sales, ranging from 250K in now G2 winner Crude Velocity up to 3 million dollar G1 winner Brant. 6 of 8 were TDN Rising Stars & 7/8 are winners. 💫 This year tho we are going to switch it up & give out a few horses that sold for 50K or under that we believe were the best “value buys” of the season. I believe that if you put in the hard work, have the passion & humbly learn from the best that you can still find a very nice runner at a value. So here are 4 value plays that we have high hopes for if they stay healthy: 1. Omaha Beach x Force To Excel - 40K at March OBS 2. Mo Donegal x Lucy Buckner - 50K March OBS 3. Mind Control x Gather Round - 20K March OBS 4. Rogueish x Gray Nicole - 45K June OBSshow more

There’s literally thousands and thousands of you trying to... get into this server to the point where you guys are SOMEHOW breaking Roblox’s servers… So, since this is becoming a real issue, I’m going to end Wave 8 here. But Wave 9 will be very soon, and it’ll be the last “wave.” This time though, I won’t make it a private server where I have to personally hand it out. Instead, I’ll open a game where you guys can join, get a badge, and receive the skin through that. That way, there won’t be as many restrictions or barriers for people who can’t join the server because of their device, connection, or any other issues. Sorry Roblox decided to tweak today for some reason, but that’s not going to stop me from giving this thing I love with my heart to y’all, especially knowing how many of you love it too. Soon, I’ll be opening the badge game. Stay tuned...show more

The Play-to-Airdrop campaign is airdropping MILLIONS $$$ and is... starting in 2 weeks 💰 Introducing the INSANELY ambitious game @aiarena_ and how they are airdropping 8% of their $NRN token supply for their upcoming competition. Here's how to get your airdrop 👇 1. Play the upcoming @aiarena_ competition and win games (4%) 2. Refer people to @aiarena_ for the launch (4%) Pretty simple! Now where this gets fun is the game dynamics. @aiarena_ is a new genre AI game, that is similar to super smash but the twist is you train your character using AI 🤯and your AI will battle your character versus other AIs The skill aspect is being able to train your character using the AI the best. (check out the video for INSANE AI action, trained by apix🎮) @aiarena_ are also no strangers to success with their NFT floor prices at 3.25 ETH!!! The last thing is you will have to join 1 of 8 teams for the competition. You can sign up to any team you want, but only 1 team is announced so far. I will be playing & bringing BullRunBaron to a team unannounced as of now so lets connect if you are interested in teaming up for this new game format! NOTE: I am estimating millions of airdrop, but this is subject to the market fluctuations as $NRN token is still unreleasedshow more

🚨 WARNING: MONDAY COULD BE THE WORST MOMENT OF... 2026!! Make sure to take a look at this before June 8, that’s tomorrow. The $SPCX IPO is coming on June 12. And markets open this Monday, June 8. This is the first real trading week before one of the biggest IPO events in market history. SpaceX is expected to go public at around $1.75 TRILLION to $2 TRILLION valuation. That one number explains everything. Because money does NOT appear from nowhere. If funds want to buy $SPCX, they need cash. And where does that cash come from? They sell what they already own. Stocks will dump. Crypto will dump. High beta tech will dump even harder. This is NOT just an IPO. This is a liquidity drain. Everyone sees the Elon hype. Almost nobody sees the forced selling. There are only a few ways this goes from here, and they are NOT equal. - LIGHT SHOCK: funds sell small positions, stocks get hit first, crypto follows, then markets try to stabilize. - HEAVIER SCENARIO: funds raise cash before June 12, high beta tech dumps, Bitcoin loses support, and retail gets trapped. - WORST CASE: everyone rushes into $SPCX at the same time, liquidity disappears from crowded trades, stocks dump HARD, crypto gets hit first, and people get liquidated. That last one is the REAL danger. Because none of this is happening in a vacuum. Stocks are already crowded. Crypto is already weak. Liquidity is already getting worse. And now one of the most hyped IPOs in history is about to absorb even more money. Now connect the dots. If everyone wants $SPCX, they need dollars. To get dollars, they sell assets. And when everyone sells at the same time, markets do NOT dip slowly. They dump. This is NOT a theory. The $SPCX IPO is June 12. Markets open Monday, June 8. And this is when positioning starts. Markets are NOT pricing the liquidity drain now. But they will. I usually do the opposite of what the masses are doing. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.show more

I really learnt from the best If your content... is averaging 700 views it’s of two things 1. It’s either you did not warm up your account well to the hashtag you are posting with 2. You have a general content problem , you need to find content that has been pushed in the last 1 month max and post I have 4 iPhones , 3 iphone 8 and 1 iPhone 7 , I post content on all everyday been doign this for the past 2 years I use the iPhone 7 to post for one of my brands And I use the 3 iPhone 8 to post for one brand The most important thing is , find what works for one phone and spread it across others It took me years to learn this One big lesson, don’t tell your vpn to X , you will hate yourself , not telling people the vpn I am using so they don’t overcrowd it If you post a content in your main niche, you should be averaging 1k+ - 5k+ views Trust me it’s a lot of work I also started posting on instagram and YouTube and they work differently , don’t post the same video content on both without observing hashtags I also posted on lemon8 , one of my post average 10k+ views Daily I get around 50 users , I have gone viral several times, one of my biggest virality is 700k+ views I really want to buy more iPhone 7 and 8 , It costs me arround $50-70 for each locally here Recently I have been thinking of how do I get clippers locally to do this and train them but it looks like it’s hard because you have to train them Taking advice from the legend Alex Nguyen I have not made a lot but trust me , it works This is proof from one of the apps , we ask during onboarding where they find usshow more

2. Teasers / MV / Live presentations We believe... all the content should include all members. Not some content, but all of it. We see some people excusing the exclusion of Lee Know in some content because "he will appear in other content", we don't understand why he would be excluded out of any content when the group includes 8 members. There isn't an excuse for this to happen all the time. We will only talk about recent releases and God's Menu to not make this even longer. a) Gods Menu - A title track where they gave him zero lines and screen time (song that they continue to sing, so the company could have made a redistribution of the lines). b) Megaverse - They gave him lines in the initial release, but then they cut his part to 3 seconds, and decided to delete his center part leaving him with half of a line. c) Hall Of Fame - Every live presentation they would cut Lee Know on his own part recording from below all of the other members and only listening to Lee Know's voice without being able to look at him. d) S-Class - They stopped recording the kick he does and instead they record the other members, Lee Know sings there. e) JJAM - When it was dance racha time, Lee Know got almost no time, during the life presentation the moment he goes to the center he says his line "I know..." and while he says it, the screen gets black, so he doesn't have that time on screen, later he is placed at the back covered during the dance break. He is the dance leader. f) Walkin on Water' - During the live presentation, they decided to record everyone on his part, and cut it from his own fancam. g) Recent teasers - He was completely excluded from the first teaser and only included in the second one, he got no solo recording on the MV like the other members. h) Giant - There is a part on the video where all the members are shown, Lee Know is covered and the lights are lowered where he is, making him invisible. During the live presentation, they record other members on his part, they put the dance focus on others, being the only part he has where he sings alone. i) YOUTH - After the release of the MV, the company decided to edit the video causing views to freeze and deleting a very important part where it thanked the people involved. The time from when the video was finished to when it was published was enough to arrange all the details, and the part deleted was so big, it was impossible to miss it. This happened before with his other individual work “Dawn”, which was deleted after some time, and re-uploaded, deleting all the views it had accumulated. This means one of two things, the company puts less interest and effort in Lee Know's work, or the company is purposefully hindering Lee Know's work. Either of the two is unacceptable by a company with so many resources and that claims to be a leader in the industry. This only shows a lack of professionalism and care. j) Dance leader - We know he is the dance leader, and K-stays and the members have talked a lot about how involved he is and how hard he works in that position, but the company refuses to include any footage of him doing it, and even cuts the parts where he gives his all. Just recently K-Stays were raving about how hard Lee Know worked as the dance leader and how much effort it took, One Label cut all of that footage from the Talker. It appears they don't want stays to look at anything he does, or to not give him recognition for anything.show more

🚨 Space X and Elon's alarming ties to the... Darkest Money in the East 👇 SpaceX is sending Satofishi (Chun Wang) to Space, a Chinese Born, early Chinese Mining Pool founder, Maltese citizen who has some of the darkest Crypto ties to money, and money laundering, that I've ever seen. SpaceX, and Elon's ties to Dark crypto money don't start, nor stop there. For instance, the Silk Road 2.0 operator, Blake Benthal, who helped restart Silk Road 2.0 after Ross Ulbricht was arrested, was a SpaceX employee at the time. One of the alias' names on Silk Road 2 was Tang. Tang.eth is owned by thee Crypto Cartel responsible for the majority of hacks in Crypto. Blake worked directly with the government in exchange for an 8 month sentence, while others were sentenced for decades for the same crimes. He went on to Co-found a Crypto company called, GET THIS, Fathom(X), and the same Special Agents who arrested him, and offered him the out, went on to Invest in his startup once he was released. But some would argue that SpaceX's, and Elons ties don't stop there. North Korean sanctioned wallets tied to Lazarus, and Satofishi, are who launched Crypto Tokens $STARLINK, $yTESLA, $SHIB, $F9 named after Falcon9, and others. This very same group, ALSO is tied on-chain to the corrupt Silk Road Agent who was the largest ETH Whale during the ICO. This agent would serve years in Prison, but was also released since then, with Billions in hidden Crypto wealth. Satofishi, or Chun Wang, will be attending the Flight, Fram2. Oddly enough, FramJPEG Capital, is a money laundering operation tied to Satofishi, and this same Dark Network of money, who isn't just money laundering, but literally stealing, or "rugging", CEX's and DEX's for the better part of the last Decade. Of course, these ties could all be just a mathematically near impossible coincidence, or they could be just mocking every one of you without you even knowing it. 👇show more

MR. IG🐻Prescription Play #2🏀 Ja Morant o11.5 Reb+Ast (+100)... #GrindCity vs #LakeShow Film. Data. Narratives. What a great play. Show love if you want another play❤️ Lets start with the data because this man is averaging 16.8 Potential Assists across his last 9 games with 25+ minutes. We have also hammered the idea of the Lakers being a horrendous transition defense this season, and we know Ja Morant is at his most fun when he gets out in transition. Expect some easy assists on those plays here. Now as far as the Lakers, they don't hide their strategy of "you are either shooting or passing but you are not driving." While that last matchup was the one that started the drama with his comments about the coaches chewing him out mid-game, it did look like he was figuring out how to read it in the 2nd half. The Grizzlies would put Ja Morant on the wing in an ISO position, with everyone cleared out to the other side. The Lakers would have the big show EARLY help on the near side block. Ja Morant would then read the help of the big man and the weakside corner If the big and corner were helping early, he would drive and find the corner. If the big was helping and the corner wasn't, he would find the big on the opposite block. If the big AND the corner were waiting for him to drive before showing help, he would force the switch onto a lesser defender and put the Lakers into a position where they had to show help. And as far as the rebounding, Ja Morant's defensive role is simple: When there is a corner camper, matchup with the corner camper. With no Reaves, and not matching up on Luka/Lebron, we know this will be the case and should keep him in uncontested weakside rebounding position on any deep shot attempts. This is why he has had 11+ Rebound Chances in 3/4 against the Lakers.show more

It's 2030 and you are reviewing humanoid robots. A... Tesla. A Google. An Apple. An OpenAI. A Meta. A Figure. And a bunch of Chinese-made ones. Which one is best, and why? I think the Tesla understands the world much better. Why? There were eight Teslas around me on the freeway today. Start there. No other robot company has that data. But my robot is parked at the local high school twice a day. Its cameras see humans in all of our weirdness. How we move. Where we go. Where we walk. Who we talk with. What you are wearing. Whether your hair was combed this morning. That data will lead to robotics breakthroughs. Apple might keep up with its Vision Pro data, but it is too freaked out by the privacy implications of using said data. (On the front are six cameras and a couple of TOF -- Time Of Flight -- sensors that can see everything in your home in great detail). Google has a lot of data, for sure. All my: 1. Email. 2. Calendars. 3. Photos. 4. TV watching behavior. 5. Contacts. 6. Documents and spreadsheets. 7. Files. 8. Location data. So I expect Google's robot will be attractive to many. But how do you see the others shake out over the next five years? Make some guesses. But remember what an AI pioneer told me years ago about AI: it's all about the data. The Chinese ones have huge advantages: the Chinese have more data on their citizens, and many more citizens to boot AND they can make robots cheaper than we can. But now that you know OpenAI is building its own robot you have caught wind of what I've heard from many in San Francisco and Silicon Valley: that humanoid robots are the real prize of AI and will be highly profitable for those that can make them and find customers willing to buy them. Here, too, I learned long ago never to bet against Elon Musk. Will you?show more

You don't need a GPU for fast studio grade... voice cloning anymore. Qwen3 TTS (1.7B Q4_K_M) + mainline llama.cpp is officially the fastest way to generate zero shot voice clones using 100% pure CPU execution. Following up on my last post where we ran the Q8 model on a GPU, we just took local C++ voice synthesis a massive step further. The open source community quantized Alibaba's SOTA Qwen3 TTS model down to Q4_K_M GGUF, completely freeing local audio pipelines from dedicated graphics hardware. Here is the real world benchmark and hardware breakdown of running SOTA voice cloning on CPU: # Architecture & Model Setup Using Qwen3-TTS-12Hz-1.7B-Base-Q4_K_M.gguf paired with the 8 bit multimodal projector (mmproj-Q8_0.gguf), llama.cpp executes the entire pipeline in pure C++. No PyTorch, no CUDA dependencies, and no VRAM bottlenecks. # Real-World Memory Footprint - Baseline RAM: 1.6 GB system idle. - Peak Generation RAM: 8 GB RAM during active voice synthesis. - Requirement: Any basic machine with at least 8 GB of system RAM can run this easily. # Real World CPU Benchmarks - Google Colab Free Tier (Throttled 2 Core CPU): Synthesizes a 5 sec studio quality audio clip (~8 words) in 45 seconds. - Modern Consumer CPU (Intel i5/i7 13th/14th Gen or AMD Ryzen 7000/9000): generation should drop to 5 to 20 seconds (nearly 1:1 real-time generation speed!). # Zero Shot Voice Cloning Quality Pass any 5 to 20 second .wav audio sample to the C++ engine using the --tts-speaker-file flag. It yields clean, natural sounding cloned speech with virtually zero quality loss compared to unquantized FP16 weights. To make testing seamless, I built an updated zero config Google Colab notebook. It pulls the official pre built llama.cpp CPU binaries (zero compilation time!) launches a live Gradio web app right in your browser. Record a 5 second clip from your mic (or drop a .mp3, .wav file), type text, and generate cloned audio on CPU. Native C++ audio models are making edge based, offline AI voice agents a reality. Links to the free Q4 CPU Colab notebook and the Q4_K_M GGUF HuggingFace repository are in the replies below! Which models have you been running on your CPUs? What CPU hardware are you using for local inference?show more

Homeland Attack: Live, Work & Play 🟥5 to 7... Man Teams & 8 to 10 Man teams 🟥Supermarkets, Shopping Complexes, Night Clubs, Churches & Public Transportation 🟥Hospitals - Sidelining First Responders 🟥Road Blocks To Ambush First Responders 🟥Back Up Teams 🟥Trained In The 360-degree Ballistic Shoot Houses 🟥 Trained Heavily In Close Quarters Battle 🟥 Training Like Terrorists Had in Fallujah. 🟥 Spontaneous Decisions Making 🟥 Real Time Communication Between Attackers 🟥Fights To The Death 🟥 Tip Of the Spear Attacks 🟥First Responders Move In & Then Another Guy Walks In & Blows Up 🟥Dressing Up Like Law Enforcement & First Responders 🟥Booby Traps 🟥Attackers On Drugs 🟥10% Suicide Bombers 🟥Chemicals Within Suicide Vests 🔻The following Information illustrates The Upcoming Homeland Attack from observing terrorist training & lessons learned from The Oct 7 Attack, Mumbai Attack & Fallujah 🟥 Attack Where Americans Live, Work & Play “They want to take what they felt on the battlefield and they want you to feel that in towns in America. So they want to bring it to your home. They want you to feel these war zones, but in America, because they don't feel like Americans felt it. They feel like, ‘yeah, you have these wars with us on our soil. So now you're going to get it on your soil.” 🟥5 to 7 man teams and 8 to 10 man teams “5 to 7 man teams and 8 to 10 man teams. Our community has never even had attacks where there's more than five - So it's going to be a whole different scenario we need to deal with.” 🟥Supermarkets, shopping complexes, nightclubs, churches & public transportation 🟥Hospitals - Sidelining first responders as the goal. “They actually also trained on hospitals and we look at hospitals in terms of sidelining first responders as the goal.” 🟥Road Blocks To Ambush First Responders “In Israel, they basically set up on the roads and waited for first responders to come and attack them while responding” 🟥Back Up Teams “Another really interesting thing when we brings up the ISIS Russia attack - They trained multiple teams for that attack. And the first team essentially got thwarted or wrapped up so the Russians thought they stopped the plot and the back up guys came in and did that attack , which is very smart and we're not used to those kind of tactics. 🟥Trained In The 360-degree Ballistic Shoot Houses “The facilities that they're using to train in are the facilities that we left behind. So the state-of-the-art ranges that we used when we were deployed, they're using. The 360-degree ballistic shoot houses that we used to perfect CQB and explosive entry, they're training in. 🟥 Trained Heavily In Close Quarters Battle “All indications are that they have trained heavily in close quarters battle and local distributed attack.” 🟥 Training Like Terrorists Had in Fallujah. “One of the things we're focusing on and telling people right now is a lot of the terrorists who are coming to the US homeland have training like the terrorists had in Fallujah. And you need to go sit down with people who served in Fallujah because you've never seen those kinds of terrorists here in the United States. And law enforcement actually needs to learn how to fight now that type of enemy and they're very far behind because we weren't honest about what our troops faced there the type of attackers that occurred and came at them there.” 🟥 Spontaneous Decisions Making “The interesting thing about it is they can change the location they are attacking and they can change the modus operandi they are using. So for example, in Mumbai - when they went in the train station, it was supposed to be a bombing. When they got in there, they said, ‘wow, we can kill more people just shooting them than putting the bomb together’. 🟥 Real Time Communication Between Attackers “Real time information was being passed to the attackers during the Mumbai. So when they were in the Taj Mahal, they were being told what the police were doing, and they changed basically some of their movements in the hotel to make the attack last longer.” 🟥Fights To The Death "it's not like in Israel, you'll go and do an attack, you can kidnap someone and leave and go back into Gaza. When they come to the United States, they're here to do the attack and they're here to die. There's no exit plan. So now we need to talk to law enforcement about how to fight someone who wants to fight to the death" 🟥 Tip Of the Spear Attacks “You're actually looking at operators that have more advanced training than Hamas. What you will be facing is a much more refined combatant, much more committed combatant, for multiple reasons. The combatants that are going to Europe and the United States, they're the cream of the crop. They're the tip of the spear” 🟥First responders move in and then another guy walks in and blows up “The bomber blew up and then everyone starts moving in, the first responders and then another guy walks in and blows up.” 🟥Dressing Up Like LEO & First Responders “They are dressing like IDF soldiers and law enforcement and, police and ambulance operators. As I'm driving, and I see a checkpoint, So I get my weapon and I'm ready for a gunfight. Yeah, that needs to be in your head - this could be a trick, you need to be ready for a gunfight.” 🟥Booby Traps There were booby traps that they setup teddy bears and backpacks with traps.” 🟥Attackers On Drugs “We saw this in the Hamas attacks, a lot of the attackers were on drugged while they were attacking. So it's like they're almost taking this other angle of, we could alter the mind in some way and make them even more extreme and make them do something they might not have done.” 🟥10% Suicide Bombers “I do believe 10% is going to be suicide bombers, and I feel strongly about that . So I think suicide bombers are between 75 and 100. I think that number is pretty accurate.” 🟥Chemicals Within Suicide Vests "Another thing is within the suicide vest, there are reportedly chemicals. A lot of our agencies aren't even prepared to deal with the right hazmat situations when they respond to this. So they need to be prepared if they think maybe a suicide vest blew up.” Information Provided By: Dave 'Boon' Benton, @RooftopLeader & Doron Keidarshow more

my 8 GB VRAM gaming laptop is absolutely going... to hate me for this. but I still did it. ran a 31b dense model (Gemma 4 31b Q4) with only 8 GB VRAM last week I ran Gemma 4 26B A4B a mixture of experts model on my RTX 4060 and hit 25–28 tokens/sec using llama.cpp's new MTP support. smooth. snappy. but MoE has a secret: it only activates 4B parameters per token despite having 26B total. that's why it flies. so the real question started haunting me. what if I throw a full, no tricks, every parameter fires on every token, 31B DENSE model at the same machine? # Hardware: GPU: NVIDIA RTX 4060, 8 GB VRAM RAM: 16 GB CPU: Intel Core i7 H Laptop. Gaming. Modest. The model: gemma-4-31B-it-qat-UD-Q4_K_XL.gguf (model's unsloth huggingface link in the comments) This is Google DeepMind's flagship dense model in the Gemma 4 family that can run on single consumer GPU. It packs a hybrid attention architecture, supports up to 256K context natively, and is QAT (Quantization Aware Training) optimized, meaning it retains far more quality than standard post training quants at the same bit depth. This is NOT the MoE. This is 31 BILLION dense parameters, every single one of them loaded. # the flags I used: -m gemma-4-31B-it-qat-UD-Q4_K_XL.gguf -cnv --spec-type draft-mtp --spec-draft-model mtp-gemma-4-31B-it.gguf --spec-draft-n-max 8 --spec-draft-p-min 0.6 -c 6000 -v Multi Token Prediction (MTP) is still active here. Separate draft GGUF required, same as the 26B setup. # Results: → Decode: ~3 tokens/sec → Prefill: ~2 tokens/sec → Context: 6000 tokens → Hardware crying quietly in the corner: yes so is 3 tps actually usable? For real time back and forth chat? Not ideal. You're not having a fluid conversation at 3 tps. but slow ≠ useless. And this is where it gets genuinely interesting. think about how senior devs actually work in a real team. But when something is architectural, deeply complex, or needs serious reasoning? they walk down the hall and escalate to the senior. That's exactly the local AI agent architecture this unlocks: → Fast orchestrator model (Gemma 4 26B MoE at 25+ tps) handles routing, simple queries, tool calls, memory. The junior dev. → Gemma 4 31B dense is the senior, called only when the fast model genuinely hits a wall. Hard multi step reasoning. Complex code generation. Deep architectural decisions. The agentic loop stays fast. Only the hard hops touch the 31B. That's a legitimate production grade local AI architecture on a budget hardware. (requires 2 8gb gpus) other workflows where 3 tps is completely fine: - overnight batch jobs. summarize documents, extract structured data, review code. Fire it off. Sleep. wake up to results. - One shot deep reasoning - Silent code audit loops, you write and test, the 31B reviews diffs and flags issues in the background between your sprints - Any workflow where output quality > output speed A few weeks ago, nobody was running a 30B+ dense model on a single consumer GPU with 8 GB VRAM. At all. Now we're doing it on an Intel i7-H gaming laptop with a NVIDIA RTX 4060, thanks to llama.cpp + QAT quants + MTP speculative drafting. Google DeepMind said the Gemma 4 31B targets "consumer GPUs and workstations." They were not exaggerating. The hardware bar to run serious frontier class models locally keeps dropping. the tools are here. the models are here. you just have to be willing to abuse your laptop a little. what workflows would you actually run on a local 3 tps 31B dense model? genuinely curious. drop it below.show more

$IREN "we haven't disclosed the specific amount of GPUs"... 1. 🤮 reminds me of $NBIS 2. Setting a terrible precedent here for future deals 3. Making it purposely difficult, to not let analysts properly value your 2027 revenue 4. Increasing the polarized view on IREN by the market However: "approximately 60MW of air-cooled Blackwells" 1. You typically don't talk about gross capacity in a deployment like this 2. If it would be gross capacity, the GPU hour rate at IT level would be crazy high (at PUE 1.2, $680m / 50 = 13.6m/MW) 3. At 60MW IT load, and ~14kW draw at DGX server level, we can get to ~4,286 DGX systems with 8 GPUs per. 4. Based on this we can conclude that 60MW of IT load can run approximately 34k DGX B300. 5. 34k DGX B300 at $680m/yr, would represent a GPU hour price of $2.28 Now this is the problem with not disclosing your GPU quantity. You purposely make your business model look bad, because by approach, you get to a GPU hour price that would imply a payback period of 4 years, where only the last year of the contract is 100% margin. But of course, we can also take "the glass is half full" approach. IREN has ordered 50K B300s from Dell. They have 2 purchase orders for this, 1 between Dell Canada and IE CA Leasing Ltd for 4 phases, and 1 between Dell USA and IE US Hardware 1 Inc (amended from IE US Hardware 4 Inc on April 27, 2026). The order for Canada is divided in 4 phases, and are going to Mackenzie for 80MW of gross capacity, which happens to be 4 buildings of 20MW. The order for Childress is divided in 2 phases, and are going to DC35 and DC36, (as depicted in the earnings presentation) and those are 50MW gross. The purchase price of the order for Childress was $1.2B, and for Canada it was $2.3B If we go with 50,000 B300s for a total of $3.5B then $1.2 would represent 34.285% of the 50,000 GPUs, or 17,140 B300s rounded down. For this calculation I will consider that $IREN will deploy 17,140 GPUs in 50MW gross capacity in DC35 and DC36 of block 3 in Childress.. That would imply at 1.2 PUE, IREN can run 17,140 B300s in 41.67MW IT load. Now by that ratio, they can run 24,680 GPUs in 60MW IT load — a massive difference with 34k units through the Nvidia DGX reference calculation. If common sense is applied, you can still get to 2 completely different outcomes, that show a difference of more than 9k GPUs. The GPU hour rate at 24.68k GPUs would be $3.145 per B300, as MASSIVE difference from the earlier calculated $2.28. Sure, the DGX system may be a factor here. And I'm sure that the reality is somewhere in the middle. But I personally hate this as an investor, to be unable to calculate profitability on unit economic basis. After all, contracts are signed on a $/GPU hour basis. Why hide this from your investors? Not being able to calculate payback periods, unable to calculate ROIC. And most importantly, we cannot properly assess the $NVDA deal on a contract basis. I really hope the payback period of this contract is not 4 years. I want the glass to be half full, but by starting to censor the purchases, IREN is taking a step in the wrong direction. Not a fan of this.show more

I was in the Oval Office today for the... launch of the Invest America / Trump Accounts initiative. Here are my takeaways: 1. This program may have the most bipartisan support of anything I have ever seen. Everyone, regardless of political party, understands the power of giving young children money to compound over decades. 2. While the government and current administration should get immense credit for the program, there were many private citizens like Brad Gerstner, Michael Dell 🇺🇸 and others that persistently pursued the idea until it became reality. They quite literally changed the course of millions of lives with this idea. 3. It will quickly become a game of status for people to donate to fund the accounts. The Dell Family gave over $6 billion. SpaceX’s Gwynne Shotwell gave more than $300 million today. Brad Gerstner is adopting every child in the state of Indiana to give money to their accounts. The list goes on and on already… 4. Companies will begin making contributions core parts of their perk packages for employees. Corporations like Bank of America, JPMorgan, Robinhood and others have already announced these efforts. 5. The Oval Office is surprisingly small in size, but the historical significance of the room is palpable the second you walk into it. The President called it “the most important room in the world” today and I walked away thinking that was accurate. 6. This idea of Invest America accounts has become a magnet for the world’s most successful people. I saw Larry Fink, David Solomon, Lisa Su, and many other Fortune 500 CEOs in attendance for the Rose Garden lunch. It is hard for an idea to fail when this many people are behind it. 7. The Rose Garden was very nicely done. I had been to the White House before, but never to the Oval Office or the Rose Garden. Both seemed elevated compared to the rest of the White House and surrounding buildings. It sounds like the new ballroom will also be a modern structure that mirrors this elevated approach. 8. The staff and admin team in the White House are generous and genuine. Each person was kind, gracious, and seemed to be at the top of their game. Sometimes you go to places and are disappointed with the let down from your expectations, but this was not the case with the White House team. All professionals doing their job. 9. The media loves Trump way more than they let on publicly. Many of the mainstream hosts and anchors were joking around with him like it is one big club, while simultaneously laughing at his jokes and being much more friendly than I expected. He seems to be good for their business, so it makes sense why the public narrative and private interactions don’t appear to match. 10. I never thought I would see a day where NYSE 🏛 and Nasdaq collaborated on an event like this, including the ringing of both bells by one person at the same time. I guess anything is possible if kids are involved. Overall, this was an awesome experience. I know some people like this administration and some people don’t. I learned from Kevin O'Leary aka Mr. Wonderful to focus on policies, not politicians. And the Invest America accounts are objectively a great idea that will hopefully spread like wildfire in the years to come.show more

NEW ALL IN: $PALU @ 33.60 This is the... 2X Palo Alto Networks $PANW ETF. I entered roughly when $PANW was at $270. The thesis is simple: they have earnings on Tue 6/2 and could pull a SNOW or DELL like move. (Breaking my rule here on leverage. The implied move on earnings is +/- 8% so a 2X leveraged ETF makes this +/- 16%. I think that is still survivable if I'm wrong) - Anthropic Mythos is causing havoc finding 10K+ security exploits and that is legitimately scaring EVERYONE - Palo Alto Networks is one of the main security partners helping Anthropic find and fix things before its release. They are publishing so many blog posts and deep dives and really establishing themselves as the main name for this new era of AI cybersecurity - Project Glasswing started on April 7 so while the price is already up 69% since then, I think (just like every other crazy earnings) they will somehow surprise us even more - Hedge fund 🐐 Gavin Baker started a new $90M position along with dozens of hedge funds increasing positions in Q1 2026 - CEO is so badass he bottom-ticked his own stock on March 27 for $10M. Robinhood has this labelled wrong (it shows only 100 shares bought on open market but I checked the actual SEC filing and confirmed he did buy the whole $10M on open market) - Board also authorized an extra $1B stock buyback program on March 10 which is always nice to see Earnings have been massive re-rating events for software names these past few days. If you read my late night free alpha post you might've got a wiff of where my spidey senses are at. 1. Cybersecurity underloved ✅ 2. Software rotation ✅ 3. Insider buy ✅ TLDR: Market is rotating back into software and rewarding high quality category leaders. Note: $ZS and $S had bad earnings and tanked but are incomparable in quality and market cap to $PANW. Plus $PANW has had time to learn how to structure their earnings calls. They're also beating $CRWD to the punch with their earnings a day earlier. I literally stumbled upon this ticker last night and learned they have earnings on Tue. Hence the late night alert and urgent trade. You have to turn the bell on if you're following me. Subscribing gets you my first thoughts and drafts. Sold $HLIT @ 16.32 right when I woke up for an 8% gain. Still believe in the thesis (I stand by every thesis I publish) and would love to jump back after the earnings play (same with any stock I talk about). --- As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. Now at $71k. As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells.show more

🔥METAPLANET MOON MATH🔥 Metaplanet had a 568.2% BTC Yield... last year. Their small size helped. Even assuming they never trade at a huge multiple, and assuming a much lower BTC Yield, the returns are still ridiculous over the next 5 years. 1× mNAV returns with a 75 % BTC Yield + 30 % Bitcoin CAGR over the next 10 years are flat-out insane: Year 0: 35,102 BTC, $2.64 Year 1: 61,428 BTC, $6 Year 2: 107,500 BTC, $14 Year 3: 188,125 BTC, $31 Year 4: 329,218 BTC, $71 Year 5: 576,132 BTC, $161 Year 6: 1,008,231 BTC, $366 Year 7: 1,764,405 BTC, $833 Year 8: 3,087,708 BTC, $1,894 Year 9: 5,403,489 BTC, $4,310 Year 10: 9,456,106 BTC, $9,804 Halfway through the decade gets you as 61x here with those inputs. Lots of unknowns with this trade, keep in mind that they aim to have 210,000 BTC by end of 2027 and this is projecting about half that with 107,500. 75% BTC Yield for 10 years also will not happen. If you look at the results from this input, years 5-7 is where it starts to get ridiculous. Strategy was able to achieve more than Metaplanet's Year 5 number in a harder currency and by trailblazing... but getting around 1 million Bitcoin by year 6 will be much tougher with prices being higher past 2030. W/ the 75% BTC yield input I think this is a somewhat reasonable result for the first 5 years. Still small enough for plenty of yield. Of course, you could imagine a multiple. Or an even higher BTC Yield initially, then lower. Or a steeper BTC CAGR. Adjust whatever inputs you want. All I know... We’re going a LOT higher, kids. $MPJPYshow more

🔊Church: WE’RE LIVING IN THE FINAL STAGE! Acceleration is... happening - Satan is accelerating deception, and God is accelerating EXPOSURE!! The scale of evil being revealed through the Epstein files is proof that the restrainer, the Holy Spirit, is losing His grip on evil. In His mercy, God is exposing darkness so people can see what has been operating behind the scenes and who they are truly following. This is the final call to come to Jesus!!! For those who reject Him, the next chapter is the 7-Year Tribulation — the worst time in human history! The atrocities we are seeing now will be nothing compared to what the world will endure during those days!! KEEP LOOKING UP!! OUR SAVIOR IS AT THE DOOR! We need to talk about the dark season we’re living in! 👉🏼The Epstein files have revealed some of the most revolting and gut-wrenching evil we have ever seen. I hope you’re not digging too deeply into them or reading too much, because the details are extremely disturbing. ⚡I will not go into details, but everywhere we look, deeply disturbing layers of satanism, corruption, abuse, deception, and darkness are surfacing. Many wealthy and powerful figures — presidents, royalty, tech moguls — along with major institutions such as the United Nations, Harvard University, Massachusetts Institute of Technology (MIT), Goldman Sachs, the International Peace Institute, and others, have come under intense scrutiny. Things that have operated for decades behind closed doors are now being brought into the open. This is NOT random! We need to pause and think: 👉🏼Why is so much darkness being exposed? 👉🏼Why are these extremely disturbing revelations surfacing across governments, institutions, and elites? 👉🏼Why is corruption no longer hidden, but now openly displayed? First, let’s quickly review the prophetic timeline and framework that ties all of this together: ✅Increasing deception ✅Moral and spiritual decline ✅Rise of global instability and lawlessness ✅Collapse of trust in worldly systems ✅Exposure of evil ⏹️The Rapture of the Church ⏹️Rise of the Antichrist (false savior) ⏹️7 year peace treaty with Israel ⏹️The 7-Year Tribulation/Wrath of God ⏹️Execution of a global system of control ⏹️The Second Coming of Christ ⏹️The Millennial Reign of Christ WHERE DOES THIS EXPOSURE OF EVIL FIT? Let’s step back and look at history — the Bible shows a very consistent pattern: 💣Before the Flood 👉🏼Wickedness filled the earth 💣Before the destruction of Sodom and Gomorrah 👉🏼Moral corruption and depravity reached its peak 💣Before Israel went into captivity 👉🏼prophets exposed corruption, idolatry, and rebellion 💣Before the fall of Jerusalem (70 AD) 👉🏼Warnings, tensions, and spiritual blindness intensified 📜From this, we can see that before major biblical judgments, God consistently reveals and exposes evil. Therefore, before the greatest and final judgment in history falls upon the earth, all evil must be brought into the light. That is exactly what we are witnessing today. This exposure of evil is unfolding in the time leading up to the 7-Year Tribulation, following the same pattern Scripture has shown throughout history. ⚠️Just to clarify: Just as Noah became an heir of righteousness by faith, and Lot is called righteous, we — the Church — have been justified by faith in His blood, which makes us righteous. Therefore, we will not experience the wrath of God. We will not be here for the 7-year-tribulation 📖“For God did not appoint us to wrath, but to obtain salvation through our Lord Jesus Christ.” 1 Thess 5:9 WHY NOW? The exposure of evil prepares humanity for The Savior — and for a false “savior.” Before people will follow a new leader or system, they must first lose complete faith in the existing leadership and structures. Right now, governments, media, medical systems, financial systems, and even religious institutions are being exposed and started to become widely distrusted. This is not random collapse — IT’S DEMOLITION! GOD IS PULLING BACK THE VEIL!! Jesus says: 📖“For nothing is secret that will not be revealed, nor anything hidden that will not be known and come to light.” Luke 8:17 💙Exposure is actually an act of mercy before judgment. God reveals corruption so that people can see who they have been following and place their faith in Jesus. Victims can also be vindicated. In a sense, God is separating light from darkness, shattering the illusion that human leaders are saviors and showing the world what it’s like to live in a world without Him. WE CAN SEE THE RESTRAINER LOOSENING Paul describes a “restrainer” that holds back full-scale lawlessness UNTIL a certain time: 📖“For the mystery of lawlessness is already at work; only He who now restrains will do so until He is taken out of the way.” 2 Thess 2:7 👉🏼The mystery of lawlessness has always existed, it’s always been there, but something is shifting right now in our world, we can feel that the restraints are weakening, shame is diminishing, evil is becoming bolder, it doesn’t hide anymore. Sin today is not only practiced, but celebrated, defended, and even legislated! ❌I wish I could unhear this TEDx talk at the University of Würzburg in Germany, where medical student argued that pedophilia is an “unchangeable sexual orientation” and that society should accept people with that attraction. This is the restrainer losing its grip on evil, and evil becoming bolder!!! WHAT WILL HAPPEN NEXT? 🌍The world will begin to see global control as safety. The evil surfacing right now is so extreme that even those who embrace wickedness find it unacceptable. In their fear, they will accept global oversight as a measure of protection. 👉🏼We know the Beast system requires global economic integration, centralized identification, digital transactions, and behavioral compliance. People will not accept this if they feel free — but when they feel endangered, they will gladly trade freedom for security. Fear will demand control, control will be marketed as protection, and protection will come at the cost of freedom. This conditions humanity to say: “Just fix it. I don’t care how!! Just do it!!” This mindset is the perfect mindset for welcoming the Beast system!!! 🔊We are not watching random headlines! We are witnessing God accelerate the exposure of evil on a massive scale — a world being shaken and destabilized, with numerous elites stepping down or being compromised. The world is seeing what has been hidden behind the veil — true evil at work! Soon, people will be looking for someone (a.k.a the Antichrist) to step up and bring peace! They will be searching for a savior — and this is where the enemy will accelerate his maximum deception plan! 🔊Church: A global separation is happening, and light and darkness are no longer blending quietly!!! But the same God who is revealing corruption is the God who is redeeming the very last souls of the Church age of grace! There is no middle ground left!!! 🔊If the Restrainer is beginning to lift His restraint, how close are we to the Rapture when that restraint is fully removed??!! Time is almost UP!! KEEP PRAYING! KEEP PREACHING THE GOSPEL! KEEP LOOKING UP FOR THE ONE TRUE SAVIOR, JESUS CHRIST — KING OF KINGS AND LORD OF LORDS! Maranatha!! COME, LORD JESUS, COME!!! 🤍show more

🚨12 HOUR NEWS RECAP 1.⁠ Trump returned to the... White House, still full of energy, despite a marathon Middle East peace tour where he saw the last Israeli hostages released from Gaza and then flew to Egypt for the Sharm El-Sheikh Peace Summit with world leaders. 2.⁠ Screams of joy filled the air as Israeli hostages freed from Gaza after 2 years of captivity were finally reunited with their families. World leaders were united in their praise for Trump in bringing an end to the war. 3.⁠ Leaders from at least 27 countries gathered in Egypt to witness the signing of the historic peace agreement that brought to an end the Gaza war. Trump announced the Trump Declaration for Enduring Peace and Prosperity, declaring the war officially over and a new chapter of stability beginning. 4.⁠ Hamas accused Israel of violating the ceasefire agreement after airstrikes killed several people in Gaza, and the fatal shooting of 5 Palestinians who crossed a ceasefire line and approached Israeli forces. 5.⁠ Trump is due to posthumously award Charlie Kirk the Presidential Medal of Freedom at the White House later today. The ceremony falls on what would have been Charlie’s 32nd birthday. His widow, Erika, will attend with family and conservative leaders. 6.⁠ SpaceX’s latest Starship test flight completed one of its main objectives - opening its side payload door and releasing several dummy satellites while traveling at near-orbital speed. The booster executed its final landing maneuvers smoothly splashing down in the Indian Ocean, marking the second time a Version 2 Starship has completed a full flight profile. 7.⁠ Following Trump’s historic peace deal in Gaza, Time put him on its front cover using a picture he slammed as “the worst of all time. I never liked taking pictures from underneath angles, but this is a super bad picture and deserves to be called out.” 8.⁠ Torrential rains slammed central and Gulf Coast Mexico, killing at least 64 people and leaving 65 missing. Over 100,000 homes were flooded, power went out across 5 states, and entire roads and bridges were literally washed away. 9.⁠ A powerful nor’easter, the type of massive winter storm known for heavy coastal flooding and fierce winds, tore up the East Coast, hammering Long Beach with waves up to 16 feet and gusts reaching 45 mph. Reporters on scene described relentless surf and flooding from the Carolinas to New York. 10.⁠ Three police officers are dead and 13 others injured after a booby-trapped farmhouse exploded during an eviction raid in Castel D’Azzano, Italy. Police say 3 siblings refused to leave - and instead turned their home into a death trap, detonating gas cylinders as officers entered.show more