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base:0xb200000000000000000000cfbdf64a8706a94a01 | Update Almost 100% up since my last post. Back then I was waiting for $0.00579 to flip. It did, held and price eventually touched roughly $0.0117. Now things get more interesting. Look at the comparison below. The three stock-narrative coins are worth a combined $110.1M. AI on...

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Arjantit

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23,903 görüntüleme • 1 gün önce •via X (Twitter)

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Here is the play folks are asking about, and I don't see an error here. Triolo doesn't make an attempt at the runner going to second, so it cannot be a fielder's choice, and the struggle to get the ball out of his glove isn't an error unless there is a complete loss of contact/bobble with air, and I don't see that either, and Happ then beat out the play at first. I don't see where the error is because Happ is on the base before the ball gets to first. There is an error for the advancements after the bad throw, but I have a single and not an assumed out here.
0:13

Here is the play folks are asking about, and I don't see an error here. Triolo doesn't make an attempt at the runner going to second, so it cannot be a fielder's choice, and the struggle to get the ball out of his glove isn't an error unless there is a complete loss of contact/bobble with air, and I don't see that either, and Happ then beat out the play at first. I don't see where the error is because Happ is on the base before the ball gets to first. There is an error for the advancements after the bad throw, but I have a single and not an assumed out here.

MLB Scoring Changes

93,401 görüntüleme • 3 ay önce

Not a change, but I've had a TON of folks asking if this is getting changed from June 10. This is a ball hit by Mookie Betts of the Los Angeles Dodgers and it was ruled an error on Jake Mangum of the Pittsburgh Pirates. The only thing I can think of is that Mookie didn't appeal, because this is a base hit, it's always been a base hit, and it will continue to be a base hit. Except on this one play. There is no way a sliding attempt like this is an error. I know Mangum broke the wrong way, but that doesn't factor it ... it's the catch, the physical catch, and there is ZERO CHANCE this is ordinary effort. I know we talk changes here, but this non-change is the most confounding one for me since Aaron Judge's first career walk-off hit, which was the most obvious fielder's choice of all time, but because it was the last play of the season, it didn't get appealed or changed.
0:14

Not a change, but I've had a TON of folks asking if this is getting changed from June 10. This is a ball hit by Mookie Betts of the Los Angeles Dodgers and it was ruled an error on Jake Mangum of the Pittsburgh Pirates. The only thing I can think of is that Mookie didn't appeal, because this is a base hit, it's always been a base hit, and it will continue to be a base hit. Except on this one play. There is no way a sliding attempt like this is an error. I know Mangum broke the wrong way, but that doesn't factor it ... it's the catch, the physical catch, and there is ZERO CHANCE this is ordinary effort. I know we talk changes here, but this non-change is the most confounding one for me since Aaron Judge's first career walk-off hit, which was the most obvious fielder's choice of all time, but because it was the last play of the season, it didn't get appealed or changed.

MLB Scoring Changes

40,679 görüntüleme • 2 ay önce

🚨 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.
0:14

🚨 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.

DANNY

960,511 görüntüleme • 2 ay önce

$BNB turns 9 today! On July 14, 2017, $BNB launched as an ERC-20 token on Ethereum. It started out as a utility token for a young exchange, and nine years later it sits at the center of one of the most active onchain ecosystems in crypto. Here’s a quick breakdown of that journey: 2017 - Launched on Ethereum at $0.15 with a 200M total supply 2019 - Migrated to its own chain and became a native asset for the first time 2020 - Binance Smart Chain went live, bringing EVM smart contracts and making $BNB the gas of a fast-growing dApp ecosystem 2021 - The DeFi and GameFi boom put the chain at the center of onchain activity, and $BNB reached $690 2022 - Binance Smart Chain became BNB Chain, and BNB took on a new meaning: Build N Build 2023 - The stack expanded with opBNB for scale and BNB Greenfield for storage 2024 - Beacon Chain fusion brought staking, governance, and everything else onto one chain 2025 - Pascal, Lorentz, and Maxwell cut block times from 3s to 0.75s, DEX volume set records, and $BNB hit a new all-time high of $1,370 2026 (so far) · Blocks now land in 450ms with 650ms finality, roughly double the throughput the chain had in January Along the way, over 65M of the original 200M $BNB supply has been burned, on the road to a final supply of 100M. The H2 2026 roadmap keeps the focus where it has been all year: doubling mainnet throughput again, and building a next-generation L1 designed for 100K+ TPS with transactions confirmed in under 50ms. Nine years in, and $BNB has never been faster to use, cheaper to move, or scarcer to hold. Happy birthday, $BNB.
0:16

$BNB turns 9 today! On July 14, 2017, $BNB launched as an ERC-20 token on Ethereum. It started out as a utility token for a young exchange, and nine years later it sits at the center of one of the most active onchain ecosystems in crypto. Here’s a quick breakdown of that journey: 2017 - Launched on Ethereum at $0.15 with a 200M total supply 2019 - Migrated to its own chain and became a native asset for the first time 2020 - Binance Smart Chain went live, bringing EVM smart contracts and making $BNB the gas of a fast-growing dApp ecosystem 2021 - The DeFi and GameFi boom put the chain at the center of onchain activity, and $BNB reached $690 2022 - Binance Smart Chain became BNB Chain, and BNB took on a new meaning: Build N Build 2023 - The stack expanded with opBNB for scale and BNB Greenfield for storage 2024 - Beacon Chain fusion brought staking, governance, and everything else onto one chain 2025 - Pascal, Lorentz, and Maxwell cut block times from 3s to 0.75s, DEX volume set records, and $BNB hit a new all-time high of $1,370 2026 (so far) · Blocks now land in 450ms with 650ms finality, roughly double the throughput the chain had in January Along the way, over 65M of the original 200M $BNB supply has been burned, on the road to a final supply of 100M. The H2 2026 roadmap keeps the focus where it has been all year: doubling mainnet throughput again, and building a next-generation L1 designed for 100K+ TPS with transactions confirmed in under 50ms. Nine years in, and $BNB has never been faster to use, cheaper to move, or scarcer to hold. Happy birthday, $BNB.

BNB Chain

95,221 görüntüleme • 1 ay önce

At 54, here’s something I think about a lot: The good old days don’t feel like it at the time. It feels more like struggle. From the age of 25 to 45, you’re in the thick of it—building a career, raising kids, trying to get ahead (or just keep up with life). It’s so easy to lose perspective and forget that… You’re in the sweet spot. One day you’ll look back on that struggle as the best of times. Every season of life has its pros and cons—triumphs and challenges—but there’s nothing quite like the prime adult years. So what are we to do about it? Simply recognize that you’re living your good old days right now. Slow down. Savor it. Smell the roses. Because I’m here to tell you… The days are long, but the years fly by. 🎥: First flight for my younger daughter. I thought I was climbing the mountain—little did I know I was standing on the peak.
0:13

At 54, here’s something I think about a lot: The good old days don’t feel like it at the time. It feels more like struggle. From the age of 25 to 45, you’re in the thick of it—building a career, raising kids, trying to get ahead (or just keep up with life). It’s so easy to lose perspective and forget that… You’re in the sweet spot. One day you’ll look back on that struggle as the best of times. Every season of life has its pros and cons—triumphs and challenges—but there’s nothing quite like the prime adult years. So what are we to do about it? Simply recognize that you’re living your good old days right now. Slow down. Savor it. Smell the roses. Because I’m here to tell you… The days are long, but the years fly by. 🎥: First flight for my younger daughter. I thought I was climbing the mountain—little did I know I was standing on the peak.

Kevin Dahlstrom

604,620 görüntüleme • 1 yıl önce

During training, you visit many of the facilities that will eventually play a role in your mission. Kennedy Space Center’s Launch Complex 39A was one of them. This visit felt different. Standing at the base of the tower and looking up, I was reminded that this is the very place from which Neil Armstrong and his crewmates began their journey to the Moon. The facility has evolved over the decades and has been modernized for a new era of spaceflight, but it still carries the weight of its history. You can feel it. Then there is the elevator. Inside, there are only two buttons: Earth and Space. A simple design choice, perhaps, but one that feels remarkably profound when launch day finally arrives. What you see here is me at the top of the launch pad, with the Falcon 9 yet to make its way out. The rocket is transported to the pad horizontally and then raised to a vertical position before launch. Standing there, it was impossible not to imagine the events that would soon unfold. At this very time last year, all of this was happening in real time. Looking back now, it feels both distant and incredibly close. #shux #space #shubhanshushukla #india #axiom4
0:18

During training, you visit many of the facilities that will eventually play a role in your mission. Kennedy Space Center’s Launch Complex 39A was one of them. This visit felt different. Standing at the base of the tower and looking up, I was reminded that this is the very place from which Neil Armstrong and his crewmates began their journey to the Moon. The facility has evolved over the decades and has been modernized for a new era of spaceflight, but it still carries the weight of its history. You can feel it. Then there is the elevator. Inside, there are only two buttons: Earth and Space. A simple design choice, perhaps, but one that feels remarkably profound when launch day finally arrives. What you see here is me at the top of the launch pad, with the Falcon 9 yet to make its way out. The rocket is transported to the pad horizontally and then raised to a vertical position before launch. Standing there, it was impossible not to imagine the events that would soon unfold. At this very time last year, all of this was happening in real time. Looking back now, it feels both distant and incredibly close. #shux #space #shubhanshushukla #india #axiom4

Shubhanshu Shukla

13,428 görüntüleme • 2 ay önce

The past year has seen me have a renaissance, in the truest sense… I won’t go into details now but will at some point before long. What has brought so much happiness to my life and those around me this past year has been my falling back in love with sport. Cycling has, and always will be, my number one. Yet I’d forgotten that I simply love sport, not for results but for the sheer joy of doing it, I’d completely forgotten that the health of my mind is intrinsically connected to the health of my body. I’ve rediscovered the love I had for sport that existed before the world of professional cycling took over in the way it did. I’ve been pushing myself and trying new things this past year, indifferent to the results, just out having fun and at times going deeper than I thought I was capable of anymore. Last week I got on a TT bike for the first time in a decade, Factor Bikes built me a bike, I’ve been looking at it for two years and decided it was time to get fitted, getting back on it felt like going home. Anyway, the long and the short of this is that it’s inspired me to create a club to inspire and be inspired. A community for us to share our love for getting out there and doing it, because I’ve realized that although I spend most of my sporting life on my own I derive the most pleasure when feeling part of something. It’s in its early days, I’ve called it Sporting Club CHPT3 aka SCC3, I’d love you to check it out and join. It’s still in its infancy, but I hope it’s going to grow into something that will inspire you as much as me.
0:19

The past year has seen me have a renaissance, in the truest sense… I won’t go into details now but will at some point before long. What has brought so much happiness to my life and those around me this past year has been my falling back in love with sport. Cycling has, and always will be, my number one. Yet I’d forgotten that I simply love sport, not for results but for the sheer joy of doing it, I’d completely forgotten that the health of my mind is intrinsically connected to the health of my body. I’ve rediscovered the love I had for sport that existed before the world of professional cycling took over in the way it did. I’ve been pushing myself and trying new things this past year, indifferent to the results, just out having fun and at times going deeper than I thought I was capable of anymore. Last week I got on a TT bike for the first time in a decade, Factor Bikes built me a bike, I’ve been looking at it for two years and decided it was time to get fitted, getting back on it felt like going home. Anyway, the long and the short of this is that it’s inspired me to create a club to inspire and be inspired. A community for us to share our love for getting out there and doing it, because I’ve realized that although I spend most of my sporting life on my own I derive the most pleasure when feeling part of something. It’s in its early days, I’ve called it Sporting Club CHPT3 aka SCC3, I’d love you to check it out and join. It’s still in its infancy, but I hope it’s going to grow into something that will inspire you as much as me.

David Millar

111,710 görüntüleme • 2 yıl önce

🚨 WARNING: YOU’RE NOT READY FOR THIS 99% chance we will see this exact pattern. The S&P 500 is giving one of the cleanest bearish setups of 2026. Look at this chart for 30 seconds. The Dot-Com crash overlay is still tracking today's market almost perfectly. The next major support sits around 4,600. And nothing about this rally is healthy. Five stocks are keeping the entire S&P 500 alive. → Apple → Nvidia → Amazon → Microsoft → Meta Remove those five stocks, and the S&P 500 is already in a downtrend. The structure is bearish. This rally is only delaying the inevitable. Bookmark this post. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.
0:17

🚨 WARNING: YOU’RE NOT READY FOR THIS 99% chance we will see this exact pattern. The S&P 500 is giving one of the cleanest bearish setups of 2026. Look at this chart for 30 seconds. The Dot-Com crash overlay is still tracking today's market almost perfectly. The next major support sits around 4,600. And nothing about this rally is healthy. Five stocks are keeping the entire S&P 500 alive. → Apple → Nvidia → Amazon → Microsoft → Meta Remove those five stocks, and the S&P 500 is already in a downtrend. The structure is bearish. This rally is only delaying the inevitable. Bookmark this post. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.

Wimar.X

86,164 görüntüleme • 1 ay önce

here we go again. It’s a pretty common theme to attack me and discredit everything I do, regardless of what I share to prove otherwise. Why? Because it gains traction for all the influencers. i wanted to address the “paper trading” allegations on X, but before i do i want to point out that the ones capitalizing on the engagement are the same ones who have flip flopped their narrative on me again and again. the same people saying i’m a paper trader suddenly decide my trading is real when im losing or in drawdown. whatever positioning gets them the most engagement is the narrative they run with. I’ve been trading for 11 years now and have a longer track record than most in this space. If you go back and watch my YouTube videos you’ll see my broker statements presented. I can appreciate healthy skepticism and will continue to show the statements to those it benefits. Now let’s address the paper trading allegation. A video is floating around that I posted where you see “paper trading” on my screen. Yes, I had paper trading open. But why is the first assumption that I’m a paper trader? Am I not allowed to open paper trading? If I do, I’m immediately a paper trader? That window was open because I tell everyone in my community to paper trade first and I walk them through how to do it. See the attached video that I recorded for my community where you can clearly see paper trading open while I’m walking them through TradingView paper trading. Now let’s assume I’m lying about that and people still want to call me a paper trader simply because I had paper trading open while teaching my community. That would mean I don’t trade real money and that I’m not profitable. Well I’ve posted my broker statements for the last four years, all on YouTube. See attached. Let’s also address my recent trade where I made $18k. When I posted it, people on X said it was fake and that it was paper trading because of certain settings. Here is the attached order ID number for that trade. I’m up $57k this year so far and I’ve stopped sharing trades and updates with the trading community because regardless of whether I share or not, people will continue to come at me because it gets views. All items are attached below. I’ll make a YouTube video soon to address this as well. But give it a break at this point.
0:13

here we go again. It’s a pretty common theme to attack me and discredit everything I do, regardless of what I share to prove otherwise. Why? Because it gains traction for all the influencers. i wanted to address the “paper trading” allegations on X, but before i do i want to point out that the ones capitalizing on the engagement are the same ones who have flip flopped their narrative on me again and again. the same people saying i’m a paper trader suddenly decide my trading is real when im losing or in drawdown. whatever positioning gets them the most engagement is the narrative they run with. I’ve been trading for 11 years now and have a longer track record than most in this space. If you go back and watch my YouTube videos you’ll see my broker statements presented. I can appreciate healthy skepticism and will continue to show the statements to those it benefits. Now let’s address the paper trading allegation. A video is floating around that I posted where you see “paper trading” on my screen. Yes, I had paper trading open. But why is the first assumption that I’m a paper trader? Am I not allowed to open paper trading? If I do, I’m immediately a paper trader? That window was open because I tell everyone in my community to paper trade first and I walk them through how to do it. See the attached video that I recorded for my community where you can clearly see paper trading open while I’m walking them through TradingView paper trading. Now let’s assume I’m lying about that and people still want to call me a paper trader simply because I had paper trading open while teaching my community. That would mean I don’t trade real money and that I’m not profitable. Well I’ve posted my broker statements for the last four years, all on YouTube. See attached. Let’s also address my recent trade where I made $18k. When I posted it, people on X said it was fake and that it was paper trading because of certain settings. Here is the attached order ID number for that trade. I’m up $57k this year so far and I’ve stopped sharing trades and updates with the trading community because regardless of whether I share or not, people will continue to come at me because it gets views. All items are attached below. I’ll make a YouTube video soon to address this as well. But give it a break at this point.

Tori 💜

453,678 görüntüleme • 5 ay önce

The next iPhone will cost more, and the reason has almost nothing to do with Apple. The chip that stores your photos cost Apple about 13 dollars last year. This year it runs around 51. Multiply that across every phone, laptop, and console on earth, and you are looking at the first consumer bill for the AI boom, arriving in the pocket of someone who never asked for it. Tim Cook, who has run Apple's supply chain for forty years, called it a hundred-year flood, something he has never seen. Memory prices have quadrupled in places. The cause is brutally simple. AI data centers are now expected to swallow roughly 70 percent of the world's memory production this year. Seven chips in ten go to server farms. Phones, cars, and laptops fight over the three that are left. This is one force wearing two faces. The same AI demand making the device in your hand more expensive is minting record fortunes for the handful of companies that feed it. Memory makers in Seoul just hit all-time highs in the same week Apple warned you to brace for higher prices. The shortage and the windfall are the identical event, seen from opposite ends. Then comes the part almost no one traces all the way down. Beneath the chips sit rare earth minerals, and one country controls them. China processes around 90 percent of the world's rare earths and makes roughly 94 percent of the high-performance magnets that spin inside every fab and cooling system. The polishing compound that finishes a wafer, the magnets in the machines that build it, run through Beijing. And through 2025, China has been turning that grip into leverage, licensing what leaves. So the chain is complete. AI wants memory, memory needs minerals, and the minerals answer to one government. The price of your phone is now a foreign policy.
0:10

The next iPhone will cost more, and the reason has almost nothing to do with Apple. The chip that stores your photos cost Apple about 13 dollars last year. This year it runs around 51. Multiply that across every phone, laptop, and console on earth, and you are looking at the first consumer bill for the AI boom, arriving in the pocket of someone who never asked for it. Tim Cook, who has run Apple's supply chain for forty years, called it a hundred-year flood, something he has never seen. Memory prices have quadrupled in places. The cause is brutally simple. AI data centers are now expected to swallow roughly 70 percent of the world's memory production this year. Seven chips in ten go to server farms. Phones, cars, and laptops fight over the three that are left. This is one force wearing two faces. The same AI demand making the device in your hand more expensive is minting record fortunes for the handful of companies that feed it. Memory makers in Seoul just hit all-time highs in the same week Apple warned you to brace for higher prices. The shortage and the windfall are the identical event, seen from opposite ends. Then comes the part almost no one traces all the way down. Beneath the chips sit rare earth minerals, and one country controls them. China processes around 90 percent of the world's rare earths and makes roughly 94 percent of the high-performance magnets that spin inside every fab and cooling system. The polishing compound that finishes a wafer, the magnets in the machines that build it, run through Beijing. And through 2025, China has been turning that grip into leverage, licensing what leaves. So the chain is complete. AI wants memory, memory needs minerals, and the minerals answer to one government. The price of your phone is now a foreign policy.

Shanaka Anslem Perera ⚡

58,900 görüntüleme • 2 ay önce

I actually first heard of $RBNT from Gilbert back in 2019 He mentioned an impressive project being closely watched by the Australian Government.. one claiming transaction throughput in the hundreds of thousands Had my eye on their developments ever since.. Yes, its been a terrible start for the token and execution has been incredibly poor, to say the least.. which is why the token deserves the price its currently sitting at.. But I have no doubts about Redbelly Network from a technical pov.. Formally verified, fork-proof, instant finality.. one of the fastest, most secure and scalable blockchains in the world, already securing assets in the billions on chain.. I could go on $RBNT was always going to be a long term conviction hold for me It’s been on my radar for 6 years.. and it’s one of those assets I fully expect to still be holding in some capacity 6 years from now It's not how it starts.. it's how it ends $RBNT
0:15

I actually first heard of $RBNT from Gilbert back in 2019 He mentioned an impressive project being closely watched by the Australian Government.. one claiming transaction throughput in the hundreds of thousands Had my eye on their developments ever since.. Yes, its been a terrible start for the token and execution has been incredibly poor, to say the least.. which is why the token deserves the price its currently sitting at.. But I have no doubts about Redbelly Network from a technical pov.. Formally verified, fork-proof, instant finality.. one of the fastest, most secure and scalable blockchains in the world, already securing assets in the billions on chain.. I could go on $RBNT was always going to be a long term conviction hold for me It’s been on my radar for 6 years.. and it’s one of those assets I fully expect to still be holding in some capacity 6 years from now It's not how it starts.. it's how it ends $RBNT

𝗗𝗥𝗘𝗔𝗗 𝗕𝗢𝗡𝗚𝗢

36,640 görüntüleme • 1 yıl önce

I genuinely think the Terafab is going to end up being one of the biggest moves ever made in human history to secure the future of AI... and I think most people still don’t fully see what Elon is trying to do here. The signs are clear to me. This is Tesla, xAI, and SpaceX essentially hinting to us that they are not going to wait on the world to give them the compute the team needs. They are going to build it themselves at a scale no one has ever attempted. When you really break it down, it gets a bit nutty. This is going to be a fully vertically integrated chip factory that will be producing over 1 terawatt of AI compute per year. This is NEXT LEVEL BIG. Today, AI is limited by chips. You can have the best models, the best engineers, the best everything... but if you don’t have enough compute, you will eventually hit a wall. Elon told us, the world can only supply a tiny fraction of the chips his companies will need. So this is the solution. Terafab puts everything under one roof like design, manufacturing, memory, packaging, testing, which means that they can build chips very fast.. like really fast. I'm talking about 100-200 billion custom AI chips per year at full capacity. Chips designed specifically for: • Tesla cars and Optimus robots • xAI models • Space-based compute You see, while other companies and CEOs are thinking Earth, Elon is planning for AI in space. Around ~80% of the compute is expected to go orbital, powered by solar energy bc Earth simply doesn’t have enough electricity. The U.S. grid is only about ~0.5 terawatts, while space has basically UNLIMITED energy if you can capture it. And this is the steps to get it: Starship launches → space compute → solar-powered AI → feeds back into everything to Earth. Bro... Elon and his companies are playing at a whole different level... And this is why I keep telling people that the Terafab is going to be the secret ingredient that will be the real unlock for everything: • Robotaxis at scale • Billions of Optimus robots • Massive AI models running 24/7 • Future off-world, other planet infrastructure Without these chips, none of this can happen... but with the Terafab, all of this becomes possible. That’s why Elon is calling it “the final missing piece.” I agree.
0:10

I genuinely think the Terafab is going to end up being one of the biggest moves ever made in human history to secure the future of AI... and I think most people still don’t fully see what Elon is trying to do here. The signs are clear to me. This is Tesla, xAI, and SpaceX essentially hinting to us that they are not going to wait on the world to give them the compute the team needs. They are going to build it themselves at a scale no one has ever attempted. When you really break it down, it gets a bit nutty. This is going to be a fully vertically integrated chip factory that will be producing over 1 terawatt of AI compute per year. This is NEXT LEVEL BIG. Today, AI is limited by chips. You can have the best models, the best engineers, the best everything... but if you don’t have enough compute, you will eventually hit a wall. Elon told us, the world can only supply a tiny fraction of the chips his companies will need. So this is the solution. Terafab puts everything under one roof like design, manufacturing, memory, packaging, testing, which means that they can build chips very fast.. like really fast. I'm talking about 100-200 billion custom AI chips per year at full capacity. Chips designed specifically for: • Tesla cars and Optimus robots • xAI models • Space-based compute You see, while other companies and CEOs are thinking Earth, Elon is planning for AI in space. Around ~80% of the compute is expected to go orbital, powered by solar energy bc Earth simply doesn’t have enough electricity. The U.S. grid is only about ~0.5 terawatts, while space has basically UNLIMITED energy if you can capture it. And this is the steps to get it: Starship launches → space compute → solar-powered AI → feeds back into everything to Earth. Bro... Elon and his companies are playing at a whole different level... And this is why I keep telling people that the Terafab is going to be the secret ingredient that will be the real unlock for everything: • Robotaxis at scale • Billions of Optimus robots • Massive AI models running 24/7 • Future off-world, other planet infrastructure Without these chips, none of this can happen... but with the Terafab, all of this becomes possible. That’s why Elon is calling it “the final missing piece.” I agree.

Teslaconomics

25,494 görüntüleme • 5 ay önce

Georgia has fallen. I just went to a mall that I grew up going to. It was completely overrun by blacks and Mexicans. Why are the men of Georgia and the U.S. overall not standing up this this racial and cultural replacement? It makes me see red. The politicians don’t care, they have money to make for themselves so they can live in their gated communities away from all of the racial sludge. The only thing that can save this country is mass deportation of MOST minorities (citizen or not). I certainly will work behind the scenes to save this country and the west in general because it is absolutely INFURIATING to look around and see only people who don’t look like me and my family, just absorbing the glory of my ancestors.
0:11

Georgia has fallen. I just went to a mall that I grew up going to. It was completely overrun by blacks and Mexicans. Why are the men of Georgia and the U.S. overall not standing up this this racial and cultural replacement? It makes me see red. The politicians don’t care, they have money to make for themselves so they can live in their gated communities away from all of the racial sludge. The only thing that can save this country is mass deportation of MOST minorities (citizen or not). I certainly will work behind the scenes to save this country and the west in general because it is absolutely INFURIATING to look around and see only people who don’t look like me and my family, just absorbing the glory of my ancestors.

Prêstón Alfónső Párra Mejia Luca Matteo del Tóro

529,179 görüntüleme • 9 ay önce

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.
0:10

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.

Shanaka Anslem Perera ⚡

17,270 görüntüleme • 2 ay önce

Morningstar ran a discounted cash flow model on SpaceX and got $780 billion. Damodaran's range tops out near $1 trillion. The market says $2.65 trillion. Same company. That gap is not a verdict on rockets. It is about who is doing the buying. Retail was handed more than 20 percent of this IPO, against a 5 to 10 percent norm, and threw over $100 billion of orders at it. Then the index funds, fast tracked into the benchmarks, forced to buy an estimated $22 to $27 billion of the stock at any price, because a rule says so, not because anyone ran a model. Now the calendar. About 4 percent of the company trades today. The first insider unlock opens around August and keeps coming through December, eventually freeing multiples of that float. So the forced money and the chasing money arrive at almost exactly the moment the earliest investors and employees can finally sell. A loss-making company at 140 times sales, trading at roughly three times the value those cash flow models can find, held up by buyers who mostly had no choice or no spreadsheet. Whether that demand swallows the unlock or chokes on it is the only open question left. The supply was always going to arrive. The piece is about who is on the other side of that trade.
0:10

Morningstar ran a discounted cash flow model on SpaceX and got $780 billion. Damodaran's range tops out near $1 trillion. The market says $2.65 trillion. Same company. That gap is not a verdict on rockets. It is about who is doing the buying. Retail was handed more than 20 percent of this IPO, against a 5 to 10 percent norm, and threw over $100 billion of orders at it. Then the index funds, fast tracked into the benchmarks, forced to buy an estimated $22 to $27 billion of the stock at any price, because a rule says so, not because anyone ran a model. Now the calendar. About 4 percent of the company trades today. The first insider unlock opens around August and keeps coming through December, eventually freeing multiples of that float. So the forced money and the chasing money arrive at almost exactly the moment the earliest investors and employees can finally sell. A loss-making company at 140 times sales, trading at roughly three times the value those cash flow models can find, held up by buyers who mostly had no choice or no spreadsheet. Whether that demand swallows the unlock or chokes on it is the only open question left. The supply was always going to arrive. The piece is about who is on the other side of that trade.

Shanaka Anslem Perera ⚡

98,414 görüntüleme • 2 ay önce

The architecture of this new world model is one of the most interesting things I've seen lately: Let me first explain how most world models work: They predict and render one frame at a time. If you are navigating in one of these worlds, and you look left, the model draws whatever looks right in the moment. Every time you change your viewpoint, the model has to imagine what should be there again, so it's very common for these models to "forget" what's in the world. For example, if you put a toy on the table, look away, then look back, the toy might not be there anymore. Tripo AI is releasing its Project Eden model, which works very differently: The model builds the world first, and then renders it based on that map. That map holds the real state of the world: the geometry, every object, where things are, what's already happened. The picture you see on screen gets generated from the map. This architecture flips the whole thing. Now, you get the following: 1. The world stops forgetting. Leave, come back, and the toy is still on the table because it lives in the map, not in the last frame you saw. 2. You can edit the world, and those changes persist for anyone who enters later. 3. Multiple people and AI agents can coexist in the world and see it from different perspectives. This is early research, but it's looking really promising. They just raised nearly $200M across two rounds to build it out. Tripo will be at SIGGRAPH 2026 (July 19–23, Los Angeles Convention Center). If you work in 3D, embodied AI, simulation, or anything spatial, go connect with them there.
0:10

The architecture of this new world model is one of the most interesting things I've seen lately: Let me first explain how most world models work: They predict and render one frame at a time. If you are navigating in one of these worlds, and you look left, the model draws whatever looks right in the moment. Every time you change your viewpoint, the model has to imagine what should be there again, so it's very common for these models to "forget" what's in the world. For example, if you put a toy on the table, look away, then look back, the toy might not be there anymore. Tripo AI is releasing its Project Eden model, which works very differently: The model builds the world first, and then renders it based on that map. That map holds the real state of the world: the geometry, every object, where things are, what's already happened. The picture you see on screen gets generated from the map. This architecture flips the whole thing. Now, you get the following: 1. The world stops forgetting. Leave, come back, and the toy is still on the table because it lives in the map, not in the last frame you saw. 2. You can edit the world, and those changes persist for anyone who enters later. 3. Multiple people and AI agents can coexist in the world and see it from different perspectives. This is early research, but it's looking really promising. They just raised nearly $200M across two rounds to build it out. Tripo will be at SIGGRAPH 2026 (July 19–23, Los Angeles Convention Center). If you work in 3D, embodied AI, simulation, or anything spatial, go connect with them there.

Santiago

30,244 görüntüleme • 2 ay önce

BREAKING: Iran named a warship after the general who spent his career threatening to close the Strait of Hormuz. The US just lit it on fire in the Strait of Hormuz. The IRIS Shahid Sayyad Shirazi, a Soleimani-class corvette, is burning at Bandar Abbas right now. Footage is out. The smoke is visible from the port. Bandar Abbas is not a random target. It is Iran’s primary naval base. It sits directly at the mouth of the strait that carries 20% of the world’s oil. This is not a ship that was sunk in the Indian Ocean four thousand miles away. This is Iran’s naval guardian, on fire, at the gate it was built to defend. A week ago, Admiral Brad Cooper said the US had destroyed 17 Iranian ships. Then the IRIS Dena went down near Sri Lanka. Now a corvette is burning at the crown jewel of Iran’s entire naval posture. Here is what the Strait of Hormuz looks like right now. 85% reduction in maritime traffic. Iran threatening closure. The vessel specifically designed to enforce that threat is on fire at the base that commands the chokepoint. Iran cannot close the Strait. Iran cannot defend the Strait. Iran cannot patrol the Strait. The force built to do all three is being systematically destroyed at its own piers. Every tanker captain, every shipping insurer, every energy desk pricing this conflict as a 4-to-5-week regional event needs to look at that footage and ask a different question. Not when does the war end. When does the traffic come back. Those are not the same question. And only one of them is priced.
0:11

BREAKING: Iran named a warship after the general who spent his career threatening to close the Strait of Hormuz. The US just lit it on fire in the Strait of Hormuz. The IRIS Shahid Sayyad Shirazi, a Soleimani-class corvette, is burning at Bandar Abbas right now. Footage is out. The smoke is visible from the port. Bandar Abbas is not a random target. It is Iran’s primary naval base. It sits directly at the mouth of the strait that carries 20% of the world’s oil. This is not a ship that was sunk in the Indian Ocean four thousand miles away. This is Iran’s naval guardian, on fire, at the gate it was built to defend. A week ago, Admiral Brad Cooper said the US had destroyed 17 Iranian ships. Then the IRIS Dena went down near Sri Lanka. Now a corvette is burning at the crown jewel of Iran’s entire naval posture. Here is what the Strait of Hormuz looks like right now. 85% reduction in maritime traffic. Iran threatening closure. The vessel specifically designed to enforce that threat is on fire at the base that commands the chokepoint. Iran cannot close the Strait. Iran cannot defend the Strait. Iran cannot patrol the Strait. The force built to do all three is being systematically destroyed at its own piers. Every tanker captain, every shipping insurer, every energy desk pricing this conflict as a 4-to-5-week regional event needs to look at that footage and ask a different question. Not when does the war end. When does the traffic come back. Those are not the same question. And only one of them is priced.

Shanaka Anslem Perera ⚡

237,301 görüntüleme • 5 ay önce

🚨 WARNING: MONDAY WILL BE THE WORST DAY OF 2026!! Trump just OFFICIALLY confirmed that the US will invade Cuba IMMEDIATELY after finishing with Iran. Should I remind you what happened to the markets when the US started strikes on Iran? When markets start pricing that reality, this will NOT be just another headline. This is a geopolitical catalyst hitting an already fragile system. Stocks will dump. Crypto will dump. Risk will get hit all at once. This is no longer just about Iran. It is about expansion. And now the pressure just multiplied. Because when one conflict is still burning and the next target is already being named, markets stop pricing de-escalation. They start pricing EXPANSION. And expansion is where the real damage starts. That one fact explains a lot. This is NOT just a Cuba story. This is about the war map getting bigger, not smaller. There are only a few ways this goes from here, and they are NOT equal. - LIGHT SHOCK: it stays at the headline level, markets panic first, then stabilize if nothing follows. - HEAVIER SCENARIO: Cuba starts getting priced as the next pressure point, and regional risk starts spreading. - WORST CASE: markets start pricing a second front after Iran, and the whole risk picture changes again. That last one is the REAL danger. Because if Iran was phase one, Cuba becomes phase two. Now connect the dots. This does NOT stay political. It hits flows. It hits freight. It hits regional risk. It hits every market that was hoping Iran was the end of the story. That is why this matters so much. Because once markets stop pricing closure and start pricing expansion, the whole framework changes. Not a dip. Not a fake panic. A REAL warning that the geopolitical map is getting bigger again. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.
0:13

🚨 WARNING: MONDAY WILL BE THE WORST DAY OF 2026!! Trump just OFFICIALLY confirmed that the US will invade Cuba IMMEDIATELY after finishing with Iran. Should I remind you what happened to the markets when the US started strikes on Iran? When markets start pricing that reality, this will NOT be just another headline. This is a geopolitical catalyst hitting an already fragile system. Stocks will dump. Crypto will dump. Risk will get hit all at once. This is no longer just about Iran. It is about expansion. And now the pressure just multiplied. Because when one conflict is still burning and the next target is already being named, markets stop pricing de-escalation. They start pricing EXPANSION. And expansion is where the real damage starts. That one fact explains a lot. This is NOT just a Cuba story. This is about the war map getting bigger, not smaller. There are only a few ways this goes from here, and they are NOT equal. - LIGHT SHOCK: it stays at the headline level, markets panic first, then stabilize if nothing follows. - HEAVIER SCENARIO: Cuba starts getting priced as the next pressure point, and regional risk starts spreading. - WORST CASE: markets start pricing a second front after Iran, and the whole risk picture changes again. That last one is the REAL danger. Because if Iran was phase one, Cuba becomes phase two. Now connect the dots. This does NOT stay political. It hits flows. It hits freight. It hits regional risk. It hits every market that was hoping Iran was the end of the story. That is why this matters so much. Because once markets stop pricing closure and start pricing expansion, the whole framework changes. Not a dip. Not a fake panic. A REAL warning that the geopolitical map is getting bigger again. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

125,288 görüntüleme • 3 ay önce