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Jason Ware shares why he's a long-term tech bull, especially when it comes to Oracle. Will Koulouris @TanvirGill2 Jason Ware | MBA, BFA™ @AlbionFinGrp $GOOGL $AMZN $MSFT $AAPL $ORCL $ACN $IJR $LVHD

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#Mag7 + $PLTR Selling pressure is building. The time to buy is coming — but not yet. $MSFT Closed below a 4-year channel bottom. Low $200s in play if $344 doesn't hold. $META approaching critical support at $466.96 — hold it or 350's in play $GOOGL — Six weeks into a sell signal and still falling. Targeting $235–$242 by end of April. $AMZN — Holding up, but just barely. $198 is the floor. Lose it and $182 comes fast. $AAPL — No compelling reason to be long. $289.23 is resistance. Mid-$190s potential objective. $TSLA — Five weeks into a sell signal and nearly at target. This week it gets interesting. $NVDA — Below channel support for the second straight week. $154 is next. $PLTR — Fresh sell signal. $124–$125 in range.

#Mag7 + $PLTR Selling pressure is building. The time to buy is coming — but not yet. $MSFT Closed below a 4-year channel bottom. Low $200s in play if $344 doesn't hold. $META approaching critical support at $466.96 — hold it or 350's in play $GOOGL — Six weeks into a sell signal and still falling. Targeting $235–$242 by end of April. $AMZN — Holding up, but just barely. $198 is the floor. Lose it and $182 comes fast. $AAPL — No compelling reason to be long. $289.23 is resistance. Mid-$190s potential objective. $TSLA — Five weeks into a sell signal and nearly at target. This week it gets interesting. $NVDA — Below channel support for the second straight week. $154 is next. $PLTR — Fresh sell signal. $124–$125 in range.

Wicked Stocks

69,013 views • 4 months ago

Member of the House Intelligence Committee Rep. Jason Crow (D-CO), who voted against a long-term extension of FISA – a key surveillance authority that allows U.S. intelligence agencies to spy on foreigners without a warrant – says he is “not willing to give a very long runway to this administration on a very powerful intelligence tool, when they have routinely shown to the American people, and to us, that they violate the law and don't respect the law.” “I will do a short-term extension, and then, we will oversee that program…I will look at it hard every single month,” he says. “And if they're abusing it, if they're straying from the law, then we pull it back.”

Member of the House Intelligence Committee Rep. Jason Crow (D-CO), who voted against a long-term extension of FISA – a key surveillance authority that allows U.S. intelligence agencies to spy on foreigners without a warrant – says he is “not willing to give a very long runway to this administration on a very powerful intelligence tool, when they have routinely shown to the American people, and to us, that they violate the law and don't respect the law.” “I will do a short-term extension, and then, we will oversee that program…I will look at it hard every single month,” he says. “And if they're abusing it, if they're straying from the law, then we pull it back.”

Face The Nation

20,661 views • 2 months ago

Here’s my BBC interview: I went over how the OpenAI deal validates $AMZN AWS GenAI capabilities & shared my takeaway from the $PLTR thesis post-earnings. Every story you see about $GOOGL, $MSFT, $META, $ORCL or OpenAI building new compute factories connects directly to why Palantir can report a Rule of 40 score of 114. The trillions in AI infrastructure CapEx are creating raw capacity but capacity alone doesn’t create productivity and Palantir sits exactly at that conversion point. So yet it trades rich but it’s the only pure play with leverage to every dollar the hyperscalers spend. You’re not paying for today’s revenue but you’re paying for the right to own the switchboard that will orchestrate trillions in future AI infrastructure.

Here’s my BBC interview: I went over how the OpenAI deal validates $AMZN AWS GenAI capabilities & shared my takeaway from the $PLTR thesis post-earnings. Every story you see about $GOOGL, $MSFT, $META, $ORCL or OpenAI building new compute factories connects directly to why Palantir can report a Rule of 40 score of 114. The trillions in AI infrastructure CapEx are creating raw capacity but capacity alone doesn’t create productivity and Palantir sits exactly at that conversion point. So yet it trades rich but it’s the only pure play with leverage to every dollar the hyperscalers spend. You’re not paying for today’s revenue but you’re paying for the right to own the switchboard that will orchestrate trillions in future AI infrastructure.

Shay Boloor

62,985 views • 8 months ago

Why Exercise Matters from Dr. Peter Attia A clip from the Rich Roll Podcast, longevity expert Dr. Peter Attia shares why exercise stands above almost everything else when it comes to long-term health. 3 years ago Dr. Attia is a physician focused on preventive medicine and longevity, helping people improve not just lifespan, but healthspan how well we live as we age. His message is simple and powerful: exercise plays a critical role in brain health, physical strength, metabolic health, and overall quality of life.

Why Exercise Matters from Dr. Peter Attia A clip from the Rich Roll Podcast, longevity expert Dr. Peter Attia shares why exercise stands above almost everything else when it comes to long-term health. 3 years ago Dr. Attia is a physician focused on preventive medicine and longevity, helping people improve not just lifespan, but healthspan how well we live as we age. His message is simple and powerful: exercise plays a critical role in brain health, physical strength, metabolic health, and overall quality of life.

HealthAI

12,414 views • 6 months ago

🇮🇷 WHY KILLING KHOMEINI NOW WOULD BE A MISTAKE Patrick Bet-David, entrepreneur and journalist, shares his views on the situation in Iran and why removing Khomeini might not be the answer: "If you're going to take out a leader, don't go for an 86-year-old man about to die. If you're going to do it, take out someone younger with a long future ahead. Why take out Khomeini now? He's had a 40-year run. Who cares if he's got 3 more years? If you're going to do it, take out someone with a 60-year run ahead of them. Look at history. The Soviets took out their biggest threat when he was 31, because they knew he would keep getting smarter and more dangerous. Why waste time taking out someone like Khomeini? He's not the real threat anymore. Focus on the young leaders with long-term power." Patrick Bet-David

🇮🇷 WHY KILLING KHOMEINI NOW WOULD BE A MISTAKE Patrick Bet-David, entrepreneur and journalist, shares his views on the situation in Iran and why removing Khomeini might not be the answer: "If you're going to take out a leader, don't go for an 86-year-old man about to die. If you're going to do it, take out someone younger with a long future ahead. Why take out Khomeini now? He's had a 40-year run. Who cares if he's got 3 more years? If you're going to do it, take out someone with a 60-year run ahead of them. Look at history. The Soviets took out their biggest threat when he was 31, because they knew he would keep getting smarter and more dangerous. Why waste time taking out someone like Khomeini? He's not the real threat anymore. Focus on the young leaders with long-term power." Patrick Bet-David

Mario Nawfal

58,266 views • 6 months ago

People disagree with me when I say the obese should all get on GLP-1. I'll hear lots of ridiculous comments like "that's cheating they need to earn it" or "we don't know what the long term effects are." You know what we do know the long term effects of? Being obese. A large coffin and young friends attending your funeral. It even benefits society by helping to reduce hospital strain from the obese needing much more frequent care. These people are gigantic because they're both lazy and have no self control. It's why they fail constantly. Sounds harsh, but it's true. They're going to die very young. This will save your life if you fall into that category. This guy, especially if he stays the course just had a lot of years added to his life.

People disagree with me when I say the obese should all get on GLP-1. I'll hear lots of ridiculous comments like "that's cheating they need to earn it" or "we don't know what the long term effects are." You know what we do know the long term effects of? Being obese. A large coffin and young friends attending your funeral. It even benefits society by helping to reduce hospital strain from the obese needing much more frequent care. These people are gigantic because they're both lazy and have no self control. It's why they fail constantly. Sounds harsh, but it's true. They're going to die very young. This will save your life if you fall into that category. This guy, especially if he stays the course just had a lot of years added to his life.

9mmSMG

33,706 views • 5 months ago

HOLD MORE CASH - says legendary tech investor Dan Niles in this week’s episode of The Master Investor Podcast, just six weeks after he correctly called for a more aggressive risk-on approach at the end of March, since when Nasdaq has surged 25%. SEMIS: “So in the short term, are semis at the most overbought they've been since 2000 or 1995 before they had horrific corrections? Absolutely.” IRAN WAR: “If it going to take a lot longer for this situation at the Strait of Hormuz to get sorted out, then you're going to see stock prices collapse to catch up with where bond yields & oil prices are. I don't think that's the case. But, I'm viewing things as you should be sitting with a lot of cash.” MEGA CAP WINNER: “It's obviously Google. They have the full stack & they're the ones you should bet on...they've got everything & they've got the massive cashflow to fund it.” However, the shift to Agentic AI should sustain earnings upgrades this year, making today more like 1998 than 99/00, but be prepared for 30-50% AI trade pull-back in early 2027. We also discussed what the shift to Agentic AI means for $NVDA (not ideal), Intel $INTC (great) and $AMD (good); why concerns over $META are NOT overdone; why $AAPL fortunes should improve; why $AMZN & $MSFT are struggling short term, & why $GOOGL shines bright. Timestamps: 00:00 Intro 02:39 Why today feels like 1998, NOT 1999/2000 05:25 Agentic AI suggests more upside to bull market 07:52 But Iran War could derail things 11:18 Agentic AI means CPU’s over GPU’s 13:35 Semis are overbought 17:51 Is shift to CPUs bad for Nvidia? 19:13 Google the standout performer 21:15 Apple leadership transition 23:45 Meta concerns not overdone 25:37 Google best placed 27:36 30-50% AI crash by early 2027 30:01 Concerns about OpenAI 34:27 Upcoming IPOs, oil, bonds signal problems 36:16 Hold more cash 37:48 Kevin Warsh a positive, but watch bonds 45:44 Conclusion: 1998 or 1999?

HOLD MORE CASH - says legendary tech investor Dan Niles in this week’s episode of The Master Investor Podcast, just six weeks after he correctly called for a more aggressive risk-on approach at the end of March, since when Nasdaq has surged 25%. SEMIS: “So in the short term, are semis at the most overbought they've been since 2000 or 1995 before they had horrific corrections? Absolutely.” IRAN WAR: “If it going to take a lot longer for this situation at the Strait of Hormuz to get sorted out, then you're going to see stock prices collapse to catch up with where bond yields & oil prices are. I don't think that's the case. But, I'm viewing things as you should be sitting with a lot of cash.” MEGA CAP WINNER: “It's obviously Google. They have the full stack & they're the ones you should bet on...they've got everything & they've got the massive cashflow to fund it.” However, the shift to Agentic AI should sustain earnings upgrades this year, making today more like 1998 than 99/00, but be prepared for 30-50% AI trade pull-back in early 2027. We also discussed what the shift to Agentic AI means for $NVDA (not ideal), Intel $INTC (great) and $AMD (good); why concerns over $META are NOT overdone; why $AAPL fortunes should improve; why $AMZN & $MSFT are struggling short term, & why $GOOGL shines bright. Timestamps: 00:00 Intro 02:39 Why today feels like 1998, NOT 1999/2000 05:25 Agentic AI suggests more upside to bull market 07:52 But Iran War could derail things 11:18 Agentic AI means CPU’s over GPU’s 13:35 Semis are overbought 17:51 Is shift to CPUs bad for Nvidia? 19:13 Google the standout performer 21:15 Apple leadership transition 23:45 Meta concerns not overdone 25:37 Google best placed 27:36 30-50% AI crash by early 2027 30:01 Concerns about OpenAI 34:27 Upcoming IPOs, oil, bonds signal problems 36:16 Hold more cash 37:48 Kevin Warsh a positive, but watch bonds 45:44 Conclusion: 1998 or 1999?

Wilfred Frost

293,343 views • 2 months ago

$NBIS and $CRWV growing like crazy shouldn't be surprising. Satya Nadella publicly explained 6 months ago on a podcast that $MSFT would be leasing a lot of capacity going forward rather than building all itself. Here is what I think is happening: These neo-cloud businesses, both $NBIS and $CRWV, exist solely because $NVDA wants them to exist. Nvidia has an equity stake in both companies, and they are both members of the Nvidia Partners Program. Nvidia grants early access to its chips to the partners. Nvidia does that because it knows all hyperscalers, especially $MSFT and $AMZN, are racing to develop their own cutting-edge GPUs, as this is their biggest cost in scaling cloud operations. Nvidia knows that if they are allowed to control the supply, it will prolong the upgrade cycles and reduce orders to gain time to develop its own chips. This is why it's providing early access to the neo-clouds that are 100% dependent on Nvidia chips. Hyperscalers know that if they delay orders for the fresh capacity, the demand will shift to the neo-clouds that can build capacity fast with the support of $NVDA. Thus, $NVDA corners hyperscalers and strategically compels them to put new orders and cripples their ability to focus on their own chips. $MSFT sees this and says, "If this is the case, I'll just lease the capacity from the neo-clouds." It's basically a strategic response to $NVDA. It leases the bulk of their capacity, making them dependent on it. So, if $MSFT backs down, they'll have a really hard time staying alive. There is a small window of opportunity here for neo-clouds. If they can scale beyond hyperscalers and form a fragmented customer base, they may keep thriving even if hyperscalers reduce leases. Currently, $NBIS has a better shot at it than $CRWV, as $MSFT already makes up 72% of its revenue. I am long $NBIS, and I have already made 4x of money in the stock. I'll remain long $NBIS and even grow my position, but I'll remain skeptical of $CRWV for its unfavorable strategic position, as I explained above.

$NBIS and $CRWV growing like crazy shouldn't be surprising. Satya Nadella publicly explained 6 months ago on a podcast that $MSFT would be leasing a lot of capacity going forward rather than building all itself. Here is what I think is happening: These neo-cloud businesses, both $NBIS and $CRWV, exist solely because $NVDA wants them to exist. Nvidia has an equity stake in both companies, and they are both members of the Nvidia Partners Program. Nvidia grants early access to its chips to the partners. Nvidia does that because it knows all hyperscalers, especially $MSFT and $AMZN, are racing to develop their own cutting-edge GPUs, as this is their biggest cost in scaling cloud operations. Nvidia knows that if they are allowed to control the supply, it will prolong the upgrade cycles and reduce orders to gain time to develop its own chips. This is why it's providing early access to the neo-clouds that are 100% dependent on Nvidia chips. Hyperscalers know that if they delay orders for the fresh capacity, the demand will shift to the neo-clouds that can build capacity fast with the support of $NVDA. Thus, $NVDA corners hyperscalers and strategically compels them to put new orders and cripples their ability to focus on their own chips. $MSFT sees this and says, "If this is the case, I'll just lease the capacity from the neo-clouds." It's basically a strategic response to $NVDA. It leases the bulk of their capacity, making them dependent on it. So, if $MSFT backs down, they'll have a really hard time staying alive. There is a small window of opportunity here for neo-clouds. If they can scale beyond hyperscalers and form a fragmented customer base, they may keep thriving even if hyperscalers reduce leases. Currently, $NBIS has a better shot at it than $CRWV, as $MSFT already makes up 72% of its revenue. I am long $NBIS, and I have already made 4x of money in the stock. I'll remain long $NBIS and even grow my position, but I'll remain skeptical of $CRWV for its unfavorable strategic position, as I explained above.

Oguz Erkan

180,169 views • 10 months ago

5/28/2026 Daily Recap: When Drones Fly! - We were given some news that the U.S. government could be investing directly into drone companies. $AVEX $RCAT $RDW $AVAV $DRS $KTOS $UMAC $ONDS and just about every aerospace and defense name had a great day today! - Software continues to act like a group that has bottomed $MSFT $ORCL $TEAM $NOW $RBRK - Industrial metals are really acting incredible $STLD $NUE $AA $CENX $ATI $TECK $RIO $SCCO. - $MAGS continue to act fantastic $AAPL $GOOGL $AMZN $TSLA and $NVDA trying to reclaim the 20sma. - Crypto both down on the day while markets push into new all time highs. Easy avoid for now. $BTC $ETH - $CLOU ETF starting to look a heck of a lot better. Names in that group have already been acting well $DDOG $DOCN $AKAM $TWLO - $ARKG genomics incredible past few sessions $TXG $TWST $CRSP $PSNL $ILMN - $TAN continues to speed up $FSLR $SEDG $ENPH - $QQQ getting back towards 10x ATR from the 50sma so keep new positions on a tight leash - $CL_F continues to weaken which is reducing inflation fears and helping drive names higher. - Ignoring what the index is doing and focusing on your entries will pay you far better than being worried about how stretched the Q's might be. - Getting stopped out in quick succession on new positions and seeing leaders have failed breakouts would be the only reason to get negative. We haven't seen much of that yet.

5/28/2026 Daily Recap: When Drones Fly! - We were given some news that the U.S. government could be investing directly into drone companies. $AVEX $RCAT $RDW $AVAV $DRS $KTOS $UMAC $ONDS and just about every aerospace and defense name had a great day today! - Software continues to act like a group that has bottomed $MSFT $ORCL $TEAM $NOW $RBRK - Industrial metals are really acting incredible $STLD $NUE $AA $CENX $ATI $TECK $RIO $SCCO. - $MAGS continue to act fantastic $AAPL $GOOGL $AMZN $TSLA and $NVDA trying to reclaim the 20sma. - Crypto both down on the day while markets push into new all time highs. Easy avoid for now. $BTC $ETH - $CLOU ETF starting to look a heck of a lot better. Names in that group have already been acting well $DDOG $DOCN $AKAM $TWLO - $ARKG genomics incredible past few sessions $TXG $TWST $CRSP $PSNL $ILMN - $TAN continues to speed up $FSLR $SEDG $ENPH - $QQQ getting back towards 10x ATR from the 50sma so keep new positions on a tight leash - $CL_F continues to weaken which is reducing inflation fears and helping drive names higher. - Ignoring what the index is doing and focusing on your entries will pay you far better than being worried about how stretched the Q's might be. - Getting stopped out in quick succession on new positions and seeing leaders have failed breakouts would be the only reason to get negative. We haven't seen much of that yet.

Ariel Hernandez

27,047 views • 2 months ago

🚨 WE’RE NOT BULLISH ENOUGH! 56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY. Spend 45 seconds watching this clip, and you’ll know why. 1. $CIFR has an elite team of ex-hyperscaler specialists from $GOOG, $META, and $AAPL optimizing every site. 2. The next couple of years will see more acquisitions, more sites, more deals in AI data centers. 3. $IREN secured a $9.7B AI cloud contract with $MSFT. $CIFR inked a $5.5B lease with $AMZN AWS and has a stake from $GOOG. 4. $NBIS landed $3B with $META and multi-billion with $MSFT. 5. J.P. Morgan forecasts AI infrastructure capex for data centers hitting $1.4 trillion annually by 2030, tripling near-term levels. 6. Jon Gray, President and COO of Blackstone Inc., stated in his latest presentation: “It starts with the picks and shovels, with things like chips, data centers, and power at massive scale. We have really focused on the right two circles here.” (Refering to data centers and power) 7. $NVDA’s Jensen Huang: “We wish we had more compute energy.” 8. The current administration pushes AI, energy, and defense with plans for massive power plants to fuel the AI boom. Onwards, -BP Not financial advice. Turn on notifications 🔔 for alerts on new posts.

🚨 WE’RE NOT BULLISH ENOUGH! 56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY. Spend 45 seconds watching this clip, and you’ll know why. 1. $CIFR has an elite team of ex-hyperscaler specialists from $GOOG, $META, and $AAPL optimizing every site. 2. The next couple of years will see more acquisitions, more sites, more deals in AI data centers. 3. $IREN secured a $9.7B AI cloud contract with $MSFT. $CIFR inked a $5.5B lease with $AMZN AWS and has a stake from $GOOG. 4. $NBIS landed $3B with $META and multi-billion with $MSFT. 5. J.P. Morgan forecasts AI infrastructure capex for data centers hitting $1.4 trillion annually by 2030, tripling near-term levels. 6. Jon Gray, President and COO of Blackstone Inc., stated in his latest presentation: “It starts with the picks and shovels, with things like chips, data centers, and power at massive scale. We have really focused on the right two circles here.” (Refering to data centers and power) 7. $NVDA’s Jensen Huang: “We wish we had more compute energy.” 8. The current administration pushes AI, energy, and defense with plans for massive power plants to fuel the AI boom. Onwards, -BP Not financial advice. Turn on notifications 🔔 for alerts on new posts.

Black Panther Capital

57,828 views • 6 months ago

🚨 WARNING: ANTHROPIC'S IPO WILL CRASH THE MARKETS! This is the BIGGEST liquidity drain in WHOLE market history. Anthropic is expected to go public at a ~$1.5 TRILLION valuation. And if you think it's just another scary headline YOU'RE COMPLETELY WRONG. Money does NOT appear from nowhere. If investors want exposure to $ANTH, they will sell what they already own. - Microsoft, Google, Meta shares. - OpenAI and other AI-adjacent positions. - High beta tech. - Crypto. That one fact explains a lot. Because this is NOT just an IPO. It is a capital extraction event. Everyone sees the Claude hype. Almost nobody sees the forced selling. And it gets worse. Anthropic is ~80% owned by strategic giants. Amazon and Google. The public float will be microscopic. That means insiders are sitting on over a TRILLION in paper wealth. Once lockups expire, the quiet unwind begins. Exactly when retail piles in on the hype. Now connect the dots. - Existing AI stocks get sold. - Capital rotates out of $MSFT, $GOOGL, $NVDA. - High beta assets dump. - Strategics take liquidity. - Retail holds the bag. This is NOT a normal IPO. It is one of the largest liquidity events in tech market history. Markets are NOT pricing this in right now. But they will. I've studied macro for 10 years. I've called almost every major top. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.

🚨 WARNING: ANTHROPIC'S IPO WILL CRASH THE MARKETS! This is the BIGGEST liquidity drain in WHOLE market history. Anthropic is expected to go public at a ~$1.5 TRILLION valuation. And if you think it's just another scary headline YOU'RE COMPLETELY WRONG. Money does NOT appear from nowhere. If investors want exposure to $ANTH, they will sell what they already own. - Microsoft, Google, Meta shares. - OpenAI and other AI-adjacent positions. - High beta tech. - Crypto. That one fact explains a lot. Because this is NOT just an IPO. It is a capital extraction event. Everyone sees the Claude hype. Almost nobody sees the forced selling. And it gets worse. Anthropic is ~80% owned by strategic giants. Amazon and Google. The public float will be microscopic. That means insiders are sitting on over a TRILLION in paper wealth. Once lockups expire, the quiet unwind begins. Exactly when retail piles in on the hype. Now connect the dots. - Existing AI stocks get sold. - Capital rotates out of $MSFT, $GOOGL, $NVDA. - High beta assets dump. - Strategics take liquidity. - Retail holds the bag. This is NOT a normal IPO. It is one of the largest liquidity events in tech market history. Markets are NOT pricing this in right now. But they will. I've studied macro for 10 years. I've called almost every major top. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.

Wimar.X

21,372 views • 2 months ago

RAW VIDEO: I Cornered Pritzker About The Chicago Bears — And He Refused To Answer 🚨 I went to Gov. Pritzker's presser today and here's what happened: Gov. Pritzker said he didn't want taxpayers spending billions to help a billionaire family keep the Chicago Bears in Chicago. But he's a billionaire himself. 💰 And he's been more than happy — even proud — to spend billions of taxpayer dollars on illegal aliens. So I asked him: "We all know the Bears generate revenue. Illegal aliens typically are a drain on taxpayer dollars. Do you think long-term, especially when you're running for President of the United States, losing the Chicago Bears will be a bad decision?" Pritzker refused to answer. Instead, he blamed Greg Abbott and defended spending billions on illegal aliens. So I followed up: "Would those taxpayer dollars have been better spent on American citizens?" Pritzker refused to answer that, too. When a governor can't answer a straight question from a reporter, taxpayers should ask themselves why. #thatreporter

RAW VIDEO: I Cornered Pritzker About The Chicago Bears — And He Refused To Answer 🚨 I went to Gov. Pritzker's presser today and here's what happened: Gov. Pritzker said he didn't want taxpayers spending billions to help a billionaire family keep the Chicago Bears in Chicago. But he's a billionaire himself. 💰 And he's been more than happy — even proud — to spend billions of taxpayer dollars on illegal aliens. So I asked him: "We all know the Bears generate revenue. Illegal aliens typically are a drain on taxpayer dollars. Do you think long-term, especially when you're running for President of the United States, losing the Chicago Bears will be a bad decision?" Pritzker refused to answer. Instead, he blamed Greg Abbott and defended spending billions on illegal aliens. So I followed up: "Would those taxpayer dollars have been better spent on American citizens?" Pritzker refused to answer that, too. When a governor can't answer a straight question from a reporter, taxpayers should ask themselves why. #thatreporter

Reporter William J. Kelly #thatreporter

345,966 views • 1 month ago

Jason Calacanis: The bottom half of H-1Bs are “a giant scam” and in some cases “indentured servitude” @jason on E244: “The Trump administration announced a new $100K fee for all future H-1B applications.” “It’s a one-time fee. This is a huge jump. The current fee is nothing. It's like $2-5K.” “Every discussion I've ever had about H-1Bs in relation to IT and consulting has always been about saving money.” “It's a giant scam on the bottom half of these.” “I witnessed it firsthand when I was in IT in the early 90s.” “The abuse was happening all the time, and it was indentured servitude. It was disgraceful.” “The IT people would hire typically Indians and they would say stuff to the effect of, ‘These guys are gonna work for half as much and twice as long. And they can't say no. That's the best part of it. They can't say no when we put them on weekend coverage because we can kick 'em out of the country and they have 30 days to find a new job.’” “And the truth is, it's been abused.” “And I talked about this in 2015 on CNBC when Trump first started to talk about it. He's been on this for a while.” “This hits on a lot of the Trump campaign promises, tougher on immigration, looking out for US workers.” “They had an interesting Polymarket: ‘Will courts block Trump's $100K H-1B by September 30th?’” “3% chance of that happening. So it looks like everybody's kind of aligned with this program.”

Jason Calacanis: The bottom half of H-1Bs are “a giant scam” and in some cases “indentured servitude” @jason on E244: “The Trump administration announced a new $100K fee for all future H-1B applications.” “It’s a one-time fee. This is a huge jump. The current fee is nothing. It's like $2-5K.” “Every discussion I've ever had about H-1Bs in relation to IT and consulting has always been about saving money.” “It's a giant scam on the bottom half of these.” “I witnessed it firsthand when I was in IT in the early 90s.” “The abuse was happening all the time, and it was indentured servitude. It was disgraceful.” “The IT people would hire typically Indians and they would say stuff to the effect of, ‘These guys are gonna work for half as much and twice as long. And they can't say no. That's the best part of it. They can't say no when we put them on weekend coverage because we can kick 'em out of the country and they have 30 days to find a new job.’” “And the truth is, it's been abused.” “And I talked about this in 2015 on CNBC when Trump first started to talk about it. He's been on this for a while.” “This hits on a lot of the Trump campaign promises, tougher on immigration, looking out for US workers.” “They had an interesting Polymarket: ‘Will courts block Trump's $100K H-1B by September 30th?’” “3% chance of that happening. So it looks like everybody's kind of aligned with this program.”

The All-In Podcast

145,651 views • 10 months ago

Naval Ravikant shares the common thread he sees across the great companies “I definitely believe that, as an entrepreneur, you’ll never accomplish anything great in life unless you stick with it through the end.” In this clip from a 2011 interview with Jason Calicanis on This Week in Startups, Naval shares that he was reminiscing on the several amazing companies he had seen in his career: Dropbox, Twilio, Airbnb, Square, Twitter, etc. “I was thinking to myself: What was the common thread amongst each of them? It’s very hard to draw a common thread across such a large group. And I realized that the entrepreneurs were extremely deliberate in every early decision that they made. They were not haphazard. And the reason is because they really felt like they were laying the foundation for a 10-year business. None of them were thinking of it as something they would try and flip.” He continues: “That’s necessary, but not sufficient. There are plenty of entrepreneurs who are forward-looking who will not make it. But I think that unless you’re extremely forward-looking, in it for the long haul, and you ooze that with every fiber of your being, you’re never going to build a great business.” The best founders, he argues: “Work every detail out: the name, the logo, every investor, every person they hire, where they put the office. Every little detail really matters to them because they’re laying bricks to a foundation.” And the less forward-looking founders will “sell when they get the first offer or shut down when they hit the first speed bump.” Video source: This Week in Startups @jason (2012)

Startup Archive

90,365 views • 9 months ago

🚨Scott Ritter: Russia Is Winning the War - and Winning Decisively 🚨Zelensky will be dead or in jail or, or run away. Syrskyi is gone. Zaluzhnyi, history. Budanov. 🚨All of these players are dead men walking. 🚨They have no future. Denazification is a reality, and denazification means the literal liquidation of everybody. Vladimir Putin has said, "We are collecting names. Your names are on the list. We will hold you to account." Take him at his word. This is why there will no be... there will not be a Zelensky government post-conflict. Anybody affiliated with the Nazi regime, the Banderist regime, is gone. There will be no rump state in, West Ukraine. Lviv, you know. Every single Banderist in Ukraine will be eradicated. sort of a bastion of Banderist ideology. That's how this war ends. You say, how long will it take? It doesn't matter. It will take as long as needed. Vladimir Putin is looking for long-term stability. That means that this war cannot end in a way that allows it to be rekindled five, ten years down the road. When this war is over, a red line is drawn. That means it will never happen again. And that's the foundation of stability, Putin needs to be doing the growth going forward. People need to put that in their thick skulls. Vladimir Putin cares about everybody in Russia, but the idea that he's going to dramatically change the trajectories on because two people in Feodosia are stuck on a hill without gasoline is the dumbest thing I ever heard in my entire life.

🚨Scott Ritter: Russia Is Winning the War - and Winning Decisively 🚨Zelensky will be dead or in jail or, or run away. Syrskyi is gone. Zaluzhnyi, history. Budanov. 🚨All of these players are dead men walking. 🚨They have no future. Denazification is a reality, and denazification means the literal liquidation of everybody. Vladimir Putin has said, "We are collecting names. Your names are on the list. We will hold you to account." Take him at his word. This is why there will no be... there will not be a Zelensky government post-conflict. Anybody affiliated with the Nazi regime, the Banderist regime, is gone. There will be no rump state in, West Ukraine. Lviv, you know. Every single Banderist in Ukraine will be eradicated. sort of a bastion of Banderist ideology. That's how this war ends. You say, how long will it take? It doesn't matter. It will take as long as needed. Vladimir Putin is looking for long-term stability. That means that this war cannot end in a way that allows it to be rekindled five, ten years down the road. When this war is over, a red line is drawn. That means it will never happen again. And that's the foundation of stability, Putin needs to be doing the growth going forward. People need to put that in their thick skulls. Vladimir Putin cares about everybody in Russia, but the idea that he's going to dramatically change the trajectories on because two people in Feodosia are stuck on a hill without gasoline is the dumbest thing I ever heard in my entire life.

Ignorance, the root and stem of all evil

129,913 views • 15 days ago

── Letters from Midsummer 《盛夏来信》 Li Youlin x Dong Yueyu Binge-watched this last night, and it was such a sweet slow-burn romance filled with everyday warmth and affection. The way their relationship develops is so well written, taking them from strangers, to friends, to lovers in the most natural way He suffers from a hereditary disease but initially hides it from her because he's planning to end his life in three months. His mother and younger brother both died from the same illness, and his condition leaves him unable to stand for long periods due to weakness in his legs. But when she and her family learn about his illness, they don't abandon him—instead, they shower him with even more love and care. He's calm, gentle, and kind, while she's optimistic, cheerful, independent, and strong. She truly becomes his salvation, helping him find hope again. They both have their own wonderful qualities, so it makes perfect sense why they're drawn to each other. Their interactions are incredibly sweet, especially when he's already fallen for her but keeps acting cool and aloof—it's both adorable and hilarious. I couldn't stop smiling while watching them 😆 After they officially get together, she thinks he no longer wants to die. But then she discovers that he's still planning to go through with it. He even writes a will, leaving everything to her. Furious, she writes a breakup letter and leaves. He lets her go because he still believes that short-term pain is better than long-term suffering. But afterward, he starts imagining her becoming a rich widow after his death, spending his money on new boyfriends every day and burning paper money for him during festivals. Suddenly, he doesn't want to die anymore 🤣🤣 060终于有好本子了，董玥妤也特别可爱

── Letters from Midsummer 《盛夏来信》 Li Youlin x Dong Yueyu Binge-watched this last night, and it was such a sweet slow-burn romance filled with everyday warmth and affection. The way their relationship develops is so well written, taking them from strangers, to friends, to lovers in the most natural way He suffers from a hereditary disease but initially hides it from her because he's planning to end his life in three months. His mother and younger brother both died from the same illness, and his condition leaves him unable to stand for long periods due to weakness in his legs. But when she and her family learn about his illness, they don't abandon him—instead, they shower him with even more love and care. He's calm, gentle, and kind, while she's optimistic, cheerful, independent, and strong. She truly becomes his salvation, helping him find hope again. They both have their own wonderful qualities, so it makes perfect sense why they're drawn to each other. Their interactions are incredibly sweet, especially when he's already fallen for her but keeps acting cool and aloof—it's both adorable and hilarious. I couldn't stop smiling while watching them 😆 After they officially get together, she thinks he no longer wants to die. But then she discovers that he's still planning to go through with it. He even writes a will, leaving everything to her. Furious, she writes a breakup letter and leaves. He lets her go because he still believes that short-term pain is better than long-term suffering. But afterward, he starts imagining her becoming a rich widow after his death, spending his money on new boyfriends every day and burning paper money for him during festivals. Suddenly, he doesn't want to die anymore 🤣🤣 060终于有好本子了，董玥妤也特别可爱

biee🎐*:.⋆°

20,026 views • 1 month ago

Such a wrong take on Apple by Chamath Palihapitiya and @jason unfortunately. Apple has already won XR race with VisionOS and a wearable race on your face gents, you just don’t realize it yet since you probably don’t use it (but you will). They have basically already won next big device race. Regarding AI they are again ahead of everyone because they build on privacy first. Right now it slows them down, but in the future privacy will be one of the biggest differences in consumer choices when deciding on which AI to use. Apple today has incredible combo of hardware (M4 is a beast) and local models. They will push it even further. My spatial persona is being generated locally within 30 seconds and looks exactly like me. Insane 🤯 Google has great chance with their AndroidXR wearables and AI models. Meta is quite screwed. They failed VR race, now he is panicking and trying to buy his wait out but they lack platform play which is the most important one. So no, Apple is not loosing, they are just playing long term play and they do it masterfully.

Such a wrong take on Apple by Chamath Palihapitiya and @jason unfortunately. Apple has already won XR race with VisionOS and a wearable race on your face gents, you just don’t realize it yet since you probably don’t use it (but you will). They have basically already won next big device race. Regarding AI they are again ahead of everyone because they build on privacy first. Right now it slows them down, but in the future privacy will be one of the biggest differences in consumer choices when deciding on which AI to use. Apple today has incredible combo of hardware (M4 is a beast) and local models. They will push it even further. My spatial persona is being generated locally within 30 seconds and looks exactly like me. Insane 🤯 Google has great chance with their AndroidXR wearables and AI models. Meta is quite screwed. They failed VR race, now he is panicking and trying to buy his wait out but they lack platform play which is the most important one. So no, Apple is not loosing, they are just playing long term play and they do it masterfully.

Artur Sychov ᯅ

133,087 views • 1 year ago

🚨NEW EPISODE🚨 with Anthony Anthony Scaramucci: “Expect failure. If you're taking exogenous risk expect that your ass is going to get kicked. And don't be a baby about it & play the victim. When they fired me from the White House, I got torched by everybody. Did I care? No, I faced the music & never played the victim. So you got to have that mentality if you're going to take risk, if you're not comfortable with that, then don't do it.” An absolutely action packed hour with Anthony Scaramucci of career & investment advice on The Master Investor Podcast this week. We covered his more punchy early trading days taking huge short term risks; his evolution to a more careful long term investor focusing on mega trends; why he is a major believer in blockchain & specifically Bitcoin; why he owns & will hold SpaceX for the long term; his belief we will face deflation not inflation in a few years; his tips for young investors; & compelling career advice from someone who has taken big risks, had major lows, & now bigger highs. KNOW YOURSELF: “So first thing I would say to your viewers & listeners is self-awareness. Know who you are & know if you have the ability to take on the pain & the uncertainty of entrepreneurship because entrepreneurs jump off the cliff & they're trying to build the plane as they're descending to earth. You have to be able to do that.” PAY YOURSELF: “What I've been doing since the age of 17 is I've been buying stocks every month. And it could be the SP500, it could be Berkshire Hathaway, it could be Amazon. If you just take that discipline & you buy every month irrespective of where markets are & you sit back and wait five or 10 years, I think you'll be rewarded.” SPACEX & ELON MUSK: “When I have a win like SpaceX, my attitude is I'm not going to bet against Elon Musk. It's almost as if Thomas Edison got together with Henry Ford & John Rockefeller & made Elon Musk in a laboratory. He's got vision, execution skills, he's an engineer, & he's just not somebody I want to bet against. So SpaceX, I get it, I understand how expensive it is, I understand the revenues versus the market capitalization, but I believe this guy could catch up.” BITCOIN: “If you're an investor, you can't just flip off Bitcoin, you have to do the homework. And I submit to people that do the homework, nine out of 10 of them will probably own a little bit of Bitcoin. I've done the homework & I'm a believer in it. I do believe that it could trade to half of the market cap of gold, which is sort of a 10x from here over the next decade.” Timestamps: 0:00 Intro 3:35 Servant Leadership 6:30 Focus on very long term 12:37 Fear deflation more than inflation 15:57 SpaceX – long term holder 20:28 The case for blockchain & $BTC 28:12 $BTC still under-owned 31:46 Inflation vs innovation 37:31 Wall St vs Washington 40:31 Lessons from President Trump 45:26 UK too hard on itself 47:59 Take risk, expect failure

🚨NEW EPISODE🚨 with Anthony Anthony Scaramucci: “Expect failure. If you're taking exogenous risk expect that your ass is going to get kicked. And don't be a baby about it & play the victim. When they fired me from the White House, I got torched by everybody. Did I care? No, I faced the music & never played the victim. So you got to have that mentality if you're going to take risk, if you're not comfortable with that, then don't do it.” An absolutely action packed hour with Anthony Scaramucci of career & investment advice on The Master Investor Podcast this week. We covered his more punchy early trading days taking huge short term risks; his evolution to a more careful long term investor focusing on mega trends; why he is a major believer in blockchain & specifically Bitcoin; why he owns & will hold SpaceX for the long term; his belief we will face deflation not inflation in a few years; his tips for young investors; & compelling career advice from someone who has taken big risks, had major lows, & now bigger highs. KNOW YOURSELF: “So first thing I would say to your viewers & listeners is self-awareness. Know who you are & know if you have the ability to take on the pain & the uncertainty of entrepreneurship because entrepreneurs jump off the cliff & they're trying to build the plane as they're descending to earth. You have to be able to do that.” PAY YOURSELF: “What I've been doing since the age of 17 is I've been buying stocks every month. And it could be the SP500, it could be Berkshire Hathaway, it could be Amazon. If you just take that discipline & you buy every month irrespective of where markets are & you sit back and wait five or 10 years, I think you'll be rewarded.” SPACEX & ELON MUSK: “When I have a win like SpaceX, my attitude is I'm not going to bet against Elon Musk. It's almost as if Thomas Edison got together with Henry Ford & John Rockefeller & made Elon Musk in a laboratory. He's got vision, execution skills, he's an engineer, & he's just not somebody I want to bet against. So SpaceX, I get it, I understand how expensive it is, I understand the revenues versus the market capitalization, but I believe this guy could catch up.” BITCOIN: “If you're an investor, you can't just flip off Bitcoin, you have to do the homework. And I submit to people that do the homework, nine out of 10 of them will probably own a little bit of Bitcoin. I've done the homework & I'm a believer in it. I do believe that it could trade to half of the market cap of gold, which is sort of a 10x from here over the next decade.” Timestamps: 0:00 Intro 3:35 Servant Leadership 6:30 Focus on very long term 12:37 Fear deflation more than inflation 15:57 SpaceX – long term holder 20:28 The case for blockchain & $BTC 28:12 $BTC still under-owned 31:46 Inflation vs innovation 37:31 Wall St vs Washington 40:31 Lessons from President Trump 45:26 UK too hard on itself 47:59 Take risk, expect failure

Wilfred Frost

78,040 views • 1 month ago