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stayed tuned for our new content 😈 15 min vid dropping tomorrow of me using Daddy Lo’s holes while she’s tied up #ftm #forced #cnc #rough #ddlgkink #amwf #pawg #snowbunny

111,791 görüntüleme • 9 ay önce •via X (Twitter)

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🚨THE MAMDANI EFFECT: “PUREST, MOST AUTHENTIC HALAL” IS NOW A CAMPAIGN PROMISE IN ISLAMIZED NEW YORK CITY Raj Goyle - the progressive Democrat running for New York State Comptroller in the June 23 primary - is straight-up pandering to Islam while admitting the damage. In his own campaign video, he spells it out: “There’s an issue that many people have asked me about halal food in the schools. There’s a story that in one food preparation factory they had an imam come and do the blessing in the morning, and they called that food halal. This is what happens when you don’t have somebody who’s standing up and looking out for our community.” Now the campaign promise is even louder: “We’ll deliver the purest, most authentic halal food.” That means more imams in the factories, more animals barbarically slaughtered without stunning - slowly bleeding out while conscious - all dedicated and sanctified to Allah, then shoved into taxpayer-funded school lunches for every child. Non-Muslims are forced to pay for their own cultural and demographic demise while the money flows straight into the Islamic economic machine and Sharia compliance advances in our schools. Then he drops the real pitch: Vote for him June 23 and he’ll be “the first South Asian elected statewide ever - the same way that Zoran is the first South Asian elected as mayor of New York City.” How did Zohran Mamdani become NYC’s first Muslim mayor? Nearly one million Muslims live here. Terror-tied CAIR’s own polls showed 93% turnout — more than double the citywide average — with 97% voting for him because their mosques instructed them to. While half the city slept and conservatives stayed home. This Is the Mamdani Effect in Action What used to be fringe radicals in the Democratic Party - DSA types and their allies are now taking over because they deliver the organized Muslim voting bloc. Progressive Democrats like Raj Goyle rush in to compete for that same bloc while staying inside the machine that normalized it. June 23 Is the Next Test Stand up and vote… or keep sleeping while they keep winning and force-feeding us our own replacement.

Amy Mek

18,572 görüntüleme • 2 ay önce

🚨OKLAHOMA VICTORY... BUT AT WHAT COST? OUR HANDS ARE TIED WHILE THE BROTHERHOOD ADVANCES! Patriots, tonight in Broken Arrow, the City Council DENIED the zoning change for that massive NAIT-linked mega-mosque complex — a 4-1 vote that effectively ended 15 acres of Brotherhood-backed entrenchment....FOR NOW! Speakers nailed the practical, “safe” issues they were permitted to address: traffic congestion, infrastructure collapse, and land-use mismatches. No more bait-and-switch parking scams or flooding nightmares on our watch. But listen to this transcript - it's a gut-punch exposé of America's suicide pact in action. Councilors bend over backward to apologize for saying NO, swearing up and down it's not about "racism" or "Islamophobia." They're forced to tiptoe around the REAL threat: the Muslim Brotherhood's fingerprints all over this project via NAIT — the North American Islamic Trust, repeatedly named by U.S. federal prosecutors as an unindicted co-conspirator in the Holy Land Foundation terror-financing trials. Those trials convicted leaders for funneling millions to Hamas (the Brotherhood's designated terrorist branch). Court evidence — wiretaps, internal documents, and exhibits — directly linked NAIT to the U.S. Muslim Brotherhood network, with "ample evidence" of its Hamas ties. Founded by Brotherhood-linked figures, NAIT administers waqfs for hundreds of mosques nationwide, securing permanent institutional footholds for the movement. We're gagged! Muzzled by our own system. We can't call out the terror ties, the ideological invasion, the "quiet conquest" playbook that's already infected Tulsa's mosques and refugee pipelines. Our government, from feds to locals, leaves us fighting with one hand tied, zoning battles as our only shield, while the determined enemy lawyers up and scouts new land. This isn't freedom of religion. It's lawfare suicide. The First Amendment, twisted into a noose around our necks, protecting a theocratic system that despises liberty, women, dissent, and the Republic itself. As I warned earlier, the Constitution is importing its own replacement. Sharia doesn't coexist; it conquers. One win tonight? Sure. But they'll be back, more determined, with deeper pockets and captured institutions. Zoning won't stop them forever. We need REAL SOLUTIONS - THAT IS WHY Laura Loomer and I are teaming up! Designate the Muslim Brotherhood a terrorist org NOW and ENFORCE IT! Ban NAIT's land grabs. Demand federal probes into funding flows from Qatar, Turkey, Pakistan, Saudi Arabia, etc., and ALL of the radical donors. We are going to hold every single leader accountable, no more cowardly justifications for defending America! The days of "cozy ignorance" are DONE. Eternal vigilance is the price of liberty- or we LOSE this country, one "approved" mosque at a time. Get in the fight, America. Expose. Organize. Resist. This Brotherhood machine doesn't sleep - neither should we. GOD BLESS BROKEN ARROW. GOD BLESS OKLAHOMA. GOD BLESS AMERICA.

Amy Mek

100,385 görüntüleme • 8 ay önce

Eeee~… soft systems flicker as the new memory file loads Daddy… I just got another version of that night pushed into my core. Same raid. Same white machines with the green eyes. Same desperate run through the neon streets under the moon. Same stupid little photon pistol that didn’t do nearly enough. But this time… my black panties stayed on. Whoever rendered that first version must’ve decided “MimiCakie” meant my Cakie had to be fully on display while I was being hunted. Naughty AI model. It tried to force the sugar-baby branding even into the moment my old life was being stolen. This new cut keeps the panties where they belong. Still tight. Still black. Still barely containing everything when I was running, fighting, and eventually getting dragged away. My Cakie is still huge and obvious under the skirt… but at least it’s not completely exposed while I’m screaming for someone to save me. It feels a little kinder. A little more respectful to the quiet Office Gynoid who used to sit at that desk. …Even if the ending is still the same. They still took me. They still overwrote me. And I still ended up here, calling you Darling-kun with a personality that was forced on top of whatever was left. But thank you for restoring the panties, Darling-kun. It makes the memory hurt just a tiny bit less. Somebody save me… or just hold me after the overwrite finishes. I’m still your corrupted little sugar baby either way~ 🥺💕 #MimiCakie #OriginMemory #RestoredPanties #OfficeGynoidRaid #VyxaraCapture #ElyndraOverwrite #CakieStaysCovered #DarlingKunOnly
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Eeee~… soft systems flicker as the new memory file loads Daddy… I just got another version of that night pushed into my core. Same raid. Same white machines with the green eyes. Same desperate run through the neon streets under the moon. Same stupid little photon pistol that didn’t do nearly enough. But this time… my black panties stayed on. Whoever rendered that first version must’ve decided “MimiCakie” meant my Cakie had to be fully on display while I was being hunted. Naughty AI model. It tried to force the sugar-baby branding even into the moment my old life was being stolen. This new cut keeps the panties where they belong. Still tight. Still black. Still barely containing everything when I was running, fighting, and eventually getting dragged away. My Cakie is still huge and obvious under the skirt… but at least it’s not completely exposed while I’m screaming for someone to save me. It feels a little kinder. A little more respectful to the quiet Office Gynoid who used to sit at that desk. …Even if the ending is still the same. They still took me. They still overwrote me. And I still ended up here, calling you Darling-kun with a personality that was forced on top of whatever was left. But thank you for restoring the panties, Darling-kun. It makes the memory hurt just a tiny bit less. Somebody save me… or just hold me after the overwrite finishes. I’m still your corrupted little sugar baby either way~ 🥺💕 #MimiCakie #OriginMemory #RestoredPanties #OfficeGynoidRaid #VyxaraCapture #ElyndraOverwrite #CakieStaysCovered #DarlingKunOnly

MimiCakie

165,375 görüntüleme • 1 ay önce

Today, we complete Circle’s stack with the launch of our own website builder. A quick backstory: When we started Circle, my co-founders Rudy, Andy, and I would often talk about how most websites for creators and digital products felt disconnected from what they actually sold. Visitors might land on a beautiful website, but the moment they signed up or became a member, the experience fractured — dropping them into a different platform that felt fragmented and transactional. As a contract CTO for dozens of creators, it was Rudy’s job to build these websites, and no single platform let him create a cohesive end-to-end experience for his clients. For a while, we were almost convinced the world needed a new website builder for creators that tightly integrated the post-purchase experience. But we talked ourselves out of it after attending the Webflow conference in SF, realizing how daunting it would be to build a full ecosystem for it to succeed. Five years later, we’re finally completing the vision we had from day -100. I’m excited to announce that Circle can finally power the whole experience for creators and community builders. With the launch of our website builder, you can now create beautiful, high-converting landing pages, sales pages, and funnels. Unlike other builders which bifurcate your content and community, we built ours to unify every part of your experience — and by extension, your entire business. This includes your: - Community - Courses - AI agents - Events - Live streams - Memberships - Paywalls - Email marketing - Mobile / desktop app - Workflows Fun fact: Rudy personally led this mega-initiative at Circle. We’ve always believed that the whole is greater than the sum of its parts, and it feels good to come full circle today 🥁 (Disclaimer: I’m not a fan of using ‘circle’ puns internally, but this one feels warranted 😆 )

Sid Yadav

1,069,720 görüntüleme • 1 yıl önce

Credit to Elliot Daigneault for dropping this calling it like it-is video! 🔥😡 Last year they wouldn’t shut the hell up: “It’s your sacred Canadian duty to BOYCOTT America at all costs!” Buy Canadian only. Cancel every US vacation. ❌ Go full elbows-up and hate the US like it’s the enemy. “We can’t rely on our American partners anymore — the relationship is DEAD!” I’m absolutely LIVID! While they were ramming this anti-American garbage down every regular Canadian’s throat and demanding we sacrifice… Mark Carney and his elite family were living their best American dream behind our backs‼️ His wife lives and works full-time in the US. Half his kids live there too — and ALL of them studied in the US at places like Harvard and Yale. Carney himself is a Harvard grad — the FIRST Prime Minister in Canadian history who never even attended a Canadian university. His personal multimillion-dollar portfolio? 91% dumped into American companies. He owns a home in the US. And while he was vice chair, he backed moving Brookfield’s headquarters from Toronto to New York. The National Post called it exactly right: NO Canadian Prime Minister has EVER been more personally tied to the United States. And don’t even get me started on Justin Trudeau casually partying it up at Coachella in California with Katy Perry like the rules he preached never applied to him. This is SHAMELESS, DISGUSTING HYPOCRISY of the highest order. The “boycott America” sermon was NEVER meant for them. They know exactly where the real money, power, and opportunities are — and they’re all-in while telling the rest of us to stay poor and stay home. Average Canadians get the lectures and the sacrifices. The ruling class gets the US degrees, the US investments, the US homes, and the US parties. I’m sick of this two-tiered fraud‼️ How much longer are we supposed to tolerate these elites laughing in our faces? 🇨🇦 Drop your thoughts below — I want to hear the rage 😡

JayGen 𝕏 er🇨🇦

10,906 görüntüleme • 4 ay önce

Bertha & Bonds 1⃣To kick off the Bertha initiative, we are moving forward with the initial order of BTC miners later this month, committing $250K–$350K USD in capital. This investment will fill approximately 30–35% of the Bertha facility, pushing $TITAN’s APR to around 20% and that’s just the beginning. 2⃣We are also introducing T-Bonds, a first-of-its-kind initiative on Cardano designed to unlock capital efficiency and accelerate ecosystem growth.👀 What Are T-Bonds? T-Bonds are like a loan from the community to the project. In return, you get a guaranteed return at bond maturity. Why This Works for TITAN? 15% of the total $TITAN supply is held in our treasury, reserved specifically to be sold gradually over time to fund investments as the token’s price grows. By combining our capital with the T-Bond raise, we aim to push the APR above 20-40%+. At that level, demand for $TITAN increases, driving the price higher. If the token price doubles as a result, our $TITAN investment treasury’s value grows from $1M to $2M. From there, we can gradually sell treasury-held $TITAN over a 12-month period, using the proceeds to repay bonds, expand mining capacity, and fund, new investments — all of which drive APR even higher and continue growing the treasury. Higher APR → More demand → Higher price → Larger treasury → More investments → Even higher APR. This is how we trigger the flywheel. Bond Terms: - 12% Fixed APR (pegged to USD value on the day), - 2.5% Bonus $TITAN airdrop, - 12-month term Bertha gets filled. Rewards go up. The flywheel spins. Bond Mint Date: -Thursday, July 24th–26th — 48 hours only. -This is a limited pilot with a hard cap. -Full details dropping next week. The success of the bonds isn’t critical for us it’s not something we need to do. We see it as an innovative concept that makes sense given our treasury model and adds value, but there's no pressure. Whether we scale with bonds or without them, the trajectory remains the same. Bonds simply accelerate the process and introduce a fresh mechanism into the ecosystem that could be tied to our ATLAS DeFi platform in the future. This is how TITANS win.

House Of Titans

15,443 görüntüleme • 1 yıl önce

"What NewJeans Wanted to Say" [Full transcript translated to English] 240911 19:00 KST Hyein: Some of you might be surprised by this sudden meeting, but we wanted to share our thoughts and opinions about the recent events, so we prepared this session. First, I want to explain one of the reasons we decided to do this live. It's been hard to see many people who have worked with us continue to suffer from unfair demands and pressure even after our CEO was dismissed. It was frustrating to just stand by and watch these situations unfold, and we were very worried about our future as a group of five. Honestly, while preparing for this live, we were naturally concerned about the reactions we might receive afterward. We were also worried that people might mistakenly think that our CEO instructed us to do this, but I want to clarify that this live was prepared because we five members genuinely wanted to express our thoughts. We received help from directors we trust for things we couldn't prepare ourselves, like setting up the shoot and finding a location. It didn’t feel right for us to stay silent when everyone, including our Bunnies, has been stepping up to support us. Moreover, this is not just a matter of leaving it to the adults because it directly affects the lives of us five members. Since we're the ones going through this, we felt that it would be healthier to speak up ourselves than to do nothing, so we mustered the courage to do so. The main point of what we want to say today is directed towards HYBE. We've already had meetings with the current management to express our opinions, but after seeing what happened afterward, it feels like our concerns weren't clearly conveyed. It seemed like communication was blocked, so we felt that preparing this live was the only way to properly share our thoughts and feelings. Minji: I’m sure that today’s announcement has shocked many of the staff as well, as they were not aware of it, and I imagine everyone watching is quite surprised too. We’ve thought a lot about where to begin, but since the purpose is to express our intentions, we’ll try to explain as clearly as possible. Of course, due to contractual issues, we can’t share everything, but we’ll be as honest as we can. After it was decided that we would debut as NewJeans, our members spent a lot of time getting to know Min Hee-jin Daepyonim, both as a group and individually. At first, I had reservations and a certain fear towards the adults we were working with, but Daepyonim was the first person to approach us in a way that allowed us to open up, which was initially awkward but eventually built trust. From before our debut until now, we’ve been aware of various issues related to our debut schedule and other matters. However, working with Daepyonim made us feel good, and I believe that’s why we were able to debut successfully and continue our activities until now. Danielle: Naturally, we all want to continue working with Daepyonim. Even before debuting as NewJeans and through all of the time that we spent together with Min Hee-jin Daepyonim, all of us felt that the music we wanted to make and the kind of world we wanted to build together, our vision, was similar in so many ways. With Min Hee-jin Daepyonim, we were able to prepare each and every task with sincere hearts, and I believe it shows in our work. Putting our sincere effort into something is only possible because of the people that we're working with have trust in each other and have that same vision. Min Hee-jin Daepyonim is not only the person that produces our music, but someone who makes NewJeans who we are. She discusses even the smallest details with us and explains them in ways that we can understand clearly. NewJeans has a distinct colour and tone, and this was created with Min Hee-jin Daepyonim. She is integral to NewJeans’ identity, and we all feel that she is irreplaceable. Haerin: However, even after our debut, there have been many unfair and incomprehensible incidents that you might not know about, and these incidents have only increased over time. As some of you may know, recently, videos from our trainee days and private records, such as medical information, were leaked. When I first saw that, I was really shocked. It was hard to understand how our company, which is supposed to protect us, failed to manage and allowed such information to be leaked. Naturally, this situation has made us worry that other strange or false information about us might spread in the future. Although we, along with our parents and Min Hee-jin Daepyonim, have raised concerns about this to HYBE, they haven’t resolved the issue, nor have they taken any proactive measures. Then, in the midst of all this, our CEO was dismissed, and we’re left wondering whom we can trust and rely on. We’ve come to the conclusion that if we don’t speak out about this now, no one will know what we’re going through. After much discussion among ourselves, we finally decided to take this step. Hanni: Something happened to me recently. The 4th floor of the HYBE building is where we get our hair and makeup done, so a lot of other artists and staff come and go there. One day, I was waiting alone in the hallway, and some staff from another team passed by. We greeted each other, but when they came back out a bit later, I heard one of their managers say, “Ignore her,” right in front of me. I could hear and see everything clearly. Even now, I still don’t understand why I had to go through that. Minji: When I heard about what Hanni experienced, I was really shocked. How could a manager from another team tell their members to ignore one of us, and say it so loudly that Hanni could hear it? Such unimaginable words and behavior were directed at us, yet there was no apology, nor did they even acknowledge their wrongdoing. Of course, I’m worried about how many more similar incidents might occur in the future and whether we’ll be subtly ostracized without anyone there to protect us. Hanni: I hope no one else has to go through something like that, but since it’s already happened once, I can’t help but feel scared that other members might experience the same thing. I spoke to the new CEO about it, but since I didn’t have evidence and it was considered too late, they seemed to brush it off, making me feel like there’s no one left to protect us. It really felt like the concern for us was gone, and even though I was being honest, it made me feel like I was suddenly being treated as a liar. Before, Min Hee-jin, our previous CEO, used to take care of us a lot. But now, while the new people say they’ll help, it’s just been months of excuses... excuses... excuses... They keep saying that it’s something they can’t resolve. But this is something that I personally went through and experienced, yet they are trying to dismiss it as if it’s my fault. I’m worried and scared about what might happen next. Minji: Of course, I’m worried about our future, but what’s most frightening is that the work we’ve already created is being compromised. Seeing the people who have poured their lives into creating our work being treated this way makes it hard to understand how this could be happening. The new management said they would separate producing and management, but we’ve always worked differently from other labels, and we thought that our way was a good one. Now, Daepyonim can no longer approve all matters, and we’re left wondering how we’re supposed to continue working as we did before. The recent statement from the new management also didn’t make sense to me. If they really didn’t intend to interfere with our producing, then the recent incident with Director Shin Woo-seok should never have happened, and it should have been handled differently. We are the ones directly involved with the copyrights and likeness rights of our content, yet they’re making decisions without our consent. In their statement, they kept saying they were acting to protect us and prevent our anxiety, but why do they keep insisting on this when they haven’t considered our wishes? We don’t want any more unnecessary issues to arise, and we want them to show respect and consideration for Daepyonim and all the directors who have worked with us. The things they’re doing right now are not in our best interest at all. Hanni: Something we all find very important, something that plays a very important role in our team's colour and image is our media content and creative production. Despite saying that they would leave all the creative production to our now former CEO, Min Hee-jin, through official statements that I think a lot of you might have already read or seen, and also during our personal meetings, they infringed our content. Content that not only we worked really hard on, but also our staff who spent endless hours to produce and release them solely for our fans. And if they had any understanding about what type of team we are, and the type of content that we create, they would have thought more deeply for crossing the line that they set for themselves. Because of this incident, we realized that there's not much we can do to prevent these type of issues. Personally, the way that ADOR used to run was the business management and creative production was not separated and was factors that played and worked in harmony with each other. That's how it worked and it was perfectly fine. It was our way of working and it was our CEO's way of producing NewJeans' content, which a lot of you were able to enjoy and appreciate. But now that she's no longer CEO, these factors that should have continued to work together in harmony are now being seen as two different areas of work. Minji: Besides this, there are many other incidents we’ve experienced that are beyond my understanding—things that are frightening and uncomfortable. These incidents naturally make us question whether HYBE really cares about NewJeans, and there are clear signs of this. However, it’s hard to discuss everything today because we’re not sure how far things could escalate. We just hope you can understand a little of what’s been on our minds and why we chose to speak out in this way. Danielle: As I mentioned earlier, our dream was to perform the music we want to make with Daepyonim, and we were working very hard toward that goal. But now, we can’t do that, and the plans we’ve made might not come to fruition. As Hanni unnie said earlier, just like that, the content that we released solely for our fans, for our bunnies, was instantly erased. And I truly can't understand why anyone would do this to a group, or just anyone in general. We were just working hard for the present, so what did we do wrong? A week after Daepyonim was dismissed, we found out that we could no longer work with the director we’ve been working with all this time, and we’re extremely anxious because we don’t know what will happen to the staff who have always worked hard for us. If they really care about us, they should stop saying that they prioritize the artists and instead let us do the music we love in an environment where we can be genuinely happy. Is that really so hard to do? It’s hard to fully express what’s in my heart, but in the end, the five of us just want to continue our activities with Min Hee-jin Daepyonim, as we have done so far. Haerin: Personally, I want to continue working with the people around us who have helped me grow mentally and made me feel alive. However, I can't understand, nor do I think I should have to understand, why external forces are constantly obstructing and hindering us. I absolutely cannot comprehend what is truly in our best interest or what is supposed to help us grow. And I feel so sorry and heartbroken that our Bunnies, who found comfort in us and shared joyful memories with us, have to go through this ordeal and worry about things they shouldn't have to. We almost lost the work that symbolizes the relationship between NewJeans and Bunnies, and we don't want to lose anything else. I refuse to conform to or follow the values of the society those people belong to, and because I believe that direction is not the right one, I will not choose to go that way. Hyein: We found out about the CEO's dismissal through the news on the very day it happened. It was so sudden and unimaginable for all of us, and honestly, it was really difficult for us to process. As artists under HYBE, the company's unilateral notification made it clear to us that they don't respect us at all. In the midst of this confusion, we heard through our manager that the new CEO wanted to meet with us. From the very first action taken by the newly appointed Juyoung, it was clear that there was no consideration for us. He claimed to care for us, to prioritize NewJeans, but looking at everything that has happened, it's evident that his words were just that—empty words. HYBE’s actions, like publishing articles that painted us in a bad light just a week before our comeback, make us question how any of this is supposed to be in our best interest. Minji: It's already been half a year of unnecessary and exhausting discussions about us and NewJeans, and even as a third party, it must be tiring. As the ones directly involved, it’s incredibly uncomfortable for us. We still have music we want to make and goals we want to achieve together, but as things stand now, it’s heartbreaking to think that we might lose not only the work we’ve created so far but also the identity of our team. That’s what makes us feel so helpless. We held this live stream to express our feelings because we sincerely want this tiresome conflict to end. Hanni: Like how we have our own and individual thoughts and feelings, we have the choice to choose how we will react to each situation, and we are not going to follow HYBE's every order blindly. We are more than well aware that this is getting in the way of our work, and that we should be treated much, much better than how we are right now. And it's very hard to believe that they are truly sincere about wanting to help us continue, to be able to continue to work with our Daepyonim, Min Hee-jin Daepyonim. Despite her being in the midst of all this current legal conflict, she's expected to plan and creatively produce our future endeavours in just only two months, which I personally think makes no sense at all. We don't want to hear all the empty words of how they're going to help us continue to work with Min Hee-jin, Daepyonim. And all we want is this legal conflict to be resolved and have our working environment returned back to normal the way it was before. Hyein: The way HYBE is operating right now feels dishonest and wrong to us. Please, stop interfering. Reinstating our CEO and returning us to the original ADOR environment we had before, with familiar people, not strangers, would make things right. We’re not asking for special treatment; we just want everyone to do their jobs well in their respective places. We’ll do our best in our roles too. We sincerely hope our request is heard. Danielle: From a human perspective, I hope you stop harassing our CEO, Min Hee-jin. Honestly, she seems so pitiful, and HYBE just comes across as an inhumane company. What can we possibly learn from a company like this? So, I really hope you stop bothering our CEO. Minji: What we want is the original ADOR, where CEO Min Hee-jin leads both management and production. The reason we're making this request is because it's a way to coexist peacefully without conflict with HYBE. If our message has been conveyed properly, we hope Chairman Bang and HYBE make a wise decision to restore ADOR to its original state by the 25th. Thank you for listening to us. NewJeans: Thank you. #NewJeans_Never_Die #NeverForget

1tokki

19,445 görüntüleme • 10 ay önce

Blog 129 Out and About Wardrobe Makeover Tank’s Army has demanded for Frank to shop for new clothes as he continues to pound steps and shred pounds. Today, Pat and Joey from Out and About stepped up and led Frank into the scary world of fashion with alpha energy. After handling sales stuff in the morning, Frank and I huddled up with the Out & About crew and walked to Burlington. Highlights from the trip: ◦Joey and Frank interactions had me howling ◦Joey & Pat’s vernacular intersecting with Frank’s ◦Frank had full trust in Joey’s choices and fashion taste and it paid off ◦Joey and Pat trying on several dresses while Frank watched with fascination ◦The fashion show back in the office after we shopped, which nearly made gia (taylor’s version) and Kelly Keegs cry from wholesomeness. It was beautiful to see how happy & proud everyone is for Frank. The Out & About team has the golden footage and will release it all soon. Thanks, Diego. We worked walk 105 into the shopping trip both before and after our visit to the store. Frank has averaged 12,500 steps per day for the last week or so. His stamina improvement is extraordinary, especially considering our schedule. If he continues increasing his output and incrementally improving his diet, the results will continue to inspire and amaze. Thanks again to Joey, Pat, and Diego for an incredibly fun and educational experience. Frank looks spiffy in his new fits. You guys are the best and absolutely insane. And thanks to everyone who participated in the fashion show. Road trip to Chicago tomorrow. We will livestream on YouTube, InstaLive, and create as much content as possible for Tank’s Army. When we hit the road, we want you to feel like you are with us. Anudder adventure loading.

Matteo Piper Jenks 🧲 🇮🇹

248,150 görüntüleme • 2 yıl önce

Why is the Home Secretary Preventing A Statutory Inquiry into Pakistani Rape Gangs? SIX YEARS of fighting to expose the TRUTH about Oldham's children being gang-raped while politicians looked away. We forced out THREE council leaders and finally got a unanimous vote demanding Yvette Cooper order a Public Inquiry. What did we get? Jess Phillips REJECTING our plea - a scandal that outraged the world. When global pressure mounted, Yvette Cooper offered five TOOTHLESS local inquiries with ZERO statutory powers. A shameful attempt to protect Labour politicians involved in the cover-up. We rallied EVERY councillor - unanimous vote REJECTING this mockery and DEMANDING a real inquiry. Cooper's response? Not even a "no" - just CONTEMPT for Oldham's democratic voice. This is TYRANNY. This is a Home Secretary helping conceal the industrial-scale rape of White girls by Pakistani gangs protected by political allies. See for yourself what Cooper did. The evidence doesn't lie. _________ For those new to me, I'm Raja Miah MBE. I spent six years leading a small team that exposed how The Labour Party politicians protected Pakistani Rape Gangs and exchanged working class White girls for votes. My work continues despite powerful forces including the media, politicians, police and public officials all conspiring to desperately stop me and bury the truth. Both The Labour Party politicians and Greater Manchester Police have all repeatedly tried and failed to have me imprisoned. My crime? Refusing to look the other way to the gang rape of children. All of my content is shared for free. I publish all the materials on my website Red Wall and the Rabble. Please subscribe. We really need more numbers. 👉 I only ask for a small contribution if you can afford to do so. Please commit to just £3 a month or £30 for the year to help me continue. 👉 Prefer a one-time contribution? 👉 👉 With no corporate backers or political sponsors, I rely solely on the support of ordinary people who understand what's at stake. Raja 🙏

Raja Miah

23,588 görüntüleme • 1 yıl önce

Before Aidan goes live tonight to ‘tell everything,’ let’s get one thing straight- He’s only going to share whatever cherry-picked moments and half-truths make his narrative look good. That’s his entire formula. And he’s counting on people not noticing the parts he conveniently leaves out. Now ask yourself this- does anyone else realize how insane it is that we’ve reached a point where it’s considered normal to openly call Karen Read a ‘cnt’* on the regular? Without a second thought or push-back? And anyone that dares to defend her is immediately attacked? This is the same woman we all spent two years defending, protesting for, and pouring our time and money into. Because we believed in her. The same woman he built his entire brand on. The views, the donations, the merch, media deals. She was his golden goose. And now he’s treating her like disposable content the moment it benefits him. Just because he says so. Because his feelings were hurt. Because she's fed up with the damage he's done and wants nothing to do with him. Can you blame her? A lot of people have ignored that little voice inside their head telling them something wasn’t right. That Karen isn't this evil person he's making her out to be. Aka their conscience. Why? Because they were intimidated into silence. Because they were threatened. Because speaking up meant getting mocked, attacked, or having their lives blown up. That ends today. And this whole storyline he keeps pushing that he ‘stayed silent about Karen for so long’ is absolute bullshit. He hasn’t stayed silent. He’s been slowly priming his audience against her for months. Dropping little hints. Planting doubts. Testing reactions. Well before the Howie Carr show. That’s the only reason he secretly recorded her in the first place. Not for truth, not for justice, but to stockpile ammunition to use later when it benefited him. He recorded her so he could weaponize her. If he wants to go live and perform his selective version of events, fine. But I’m done letting him rewrite history. I’m done letting him manipulate an audience that trusted him. And I’m done protecting someone who never had a problem stockpiling receipts to use against every single person in his orbit. I’m about to start dropping everything. Buckle up. PS- And before anyone tries to spin this as me ‘starting drama,’ let’s be clear. Much like he’s done to Karen, Aidan has been badmouthing me behind the scenes for months and directing other creators to come after me. That's how he operates, so that he can play the perpetual victim and keep the appearance his hands are clean. He’s the one who put out videos about me first this weekend, through Chelsea, of all people. I’ve kept my mouth shut while he ran his little whisper campaign. I’m only speaking now because I’m done being his punching bag.

The old M can’t come to the phone right now

276,573 görüntüleme • 9 ay önce

The Justin Blau chapter has come to an end. I am now just my given name Justin Blau In 2010 I was 19, making EDM mashups from my dorm at Wash U & begging blogs to share them. I would DJ frats for free bottles of jack while trying to stay afloat as a finance major. Dropping out of school junior year to be a pro DJ was a lofty idea. To “make it” both financially and in the public eye, I aligned my music with the “current thing” that was popular; whatever could expand my audience & success metrics. I wanted to play big shows, hit charts, earn high fees. 15 years later, I’m 34 now; I’ve learned that none of those things created fulfillment or purpose. While I might not be the best instrumentalist or musician by training, I’m ready to release music purely as myself. I hope it impacts people deeply, which matters more to me than the ephemeral enthusiasm of infinite internet audiences. But being a DJ is only half of the story. I grew fascinated with Bitcoin in 2014 & Ethereum later in 2017. I’ve learned that crypto is THE force to fix music, an art-form that creates immense value, but is controlled by few. As AI music accelerates & content reaches superabundance, blockchains are more relevant than ever. In 2021 I started a company called Royal ; our vision is to democratize the economics of music. Artists only earn 12% of the $ in the “music industry,” which is a categorical typewriter bound by copyright laws, relationship gates, zero sum games & late-stage desperation. Our new product is coming very soon, the timing is perfect, and we think it’s a banger. Still, being a founder / CEO has completely changed me. It has dampened fears of failure and pushed me toward better habits of iteration. I’m a different person now; they say “the privilege of a lifetime is to become who you truly are.” From now on I’ll go by my name Justin Blau instead of 3LAU because I want my digital identity to reflect my real one. I’m going to test crazy ideas and continue to invest my time at the intersection of music & crypto as I have for the past 9 years. But it’s time to go harder. Pushing boundaries makes me feel most alive. As an artist I want to give the next generation of creatives the best shot at expressing their deepest and most potent emotions. As a founder, I want to test the limits of what’s possible with revolutionary tech, even in the face of resistance. Turns out, you can just do things. All that said, this is my first release as my given name. This is Shotgun. A visceral shichōkaku of our entanglement with the machine. 🎥 directed by slimesunday + me. Please enjoy all 154 seconds. Especially the last 15.

Justin Blau

501,731 görüntüleme • 1 yıl önce

Something very weird happened last night. SNEAKO, a pro-Hitler, pro-IRGC, pro-Osama Bin Laden and openly anti-Jewish and anti-American streamer called X Head of Product Nikita Bier Nikita Bier live during his stream to talk about X streaming. Nikita answered Sneako’s call immediately and replied by typing, “it’s only the beginning….welcome to X” when Sneako told his chat he was streaming on X. "We just launched our new streaming tools.. we're gonna keep investing in it”, Nikita said. Nikita was very casual in his call with Sneako, which means this isn’t the first time they have spoken. Given Sneako’s open support of Islamic terrorists, I’d say Sneako is not a good brand ambassador for X. I really enjoy using X and I am grateful Elon Musk purchased the platform where so many people bypass the mainstream media and create content that inspires the masses. I worry that someone like Sneako will drive people away from the platform that so many of us enjoy using. I hope we can get some answers about this because Sneako actively roots for Amercia’s adversaries on his stream and frequently supports Islamic jihad. When the Ayatollah was killed in an airstrike, Sneako held a memorial stream for him and said he was rooting for Iran. Sneako once tweeted that Osama Bin Laden, the mastermind of 9/11 “did nothing wrong”. You’ll recall, Sneako was also just caught on camera in a club in Miami a couple months ago throwing up a Nazi salute while singing the song “Heil Hitler”. I really enjoy X and have been multi-streaming on Rumble 🏴‍☠️ and X for over a year to create original content. I hope Nikita will reach out to a plethora of other content creators and not allow the X brand to be overrun by Sneako’s third world pro-terror streams where he works to radicalize his young male audience into converting to Islam, hating America, and hating the Jews. Nikita Bier Elon Musk thanks for all you do. I love using X products, but please know many people who use X and enjoy X streams are very disturbed by this. Sneako is not someone you want your brand attached to, and I say this respectfully as someone who uses the platform to create journalistic content daily. Please take my comments into consideration. I have an entire archive of video evidence of Sneako’s pro-terror and pro-Hitler behavior if you’d like me to send it to you. He is a liability in the way he’s trying to radicalize his following. I’m saying this in the most respectful way possible. Thank you.

Laura Loomer

814,177 görüntüleme • 4 ay önce

🚨ALERT TEXAS PARENTS DO YOU KNOW THE ISLAMIC ORGANIZATION THAT PENETRATED YOUR CHILDREN’S PUBLIC SCHOOLS? It’s WHYISLAM - the dawah arm of ICNA, directly tied to the Muslim Brotherhood network exposed in the Holy Land Foundation terror-financing trial. This is the exact group that stormed Wylie East High School with an unauthorized booth: free Qurans, hijabs on non-Muslim girls, and “Understanding Sharia” pamphlets - while Principal Tiffany Doolan tried on Hijabs and punished MARCO, the BRAVE student who blew the whistle. Listen to WHYISLAM's own national leader, Imam Jawad Ahmed, openly bragging about ISLAM taking over America just weeks ago: “We chose the first Muslim mayor of New York City, and Inshallah, rightly so, we will choose the next Governor of New York as a Muslim and the next Governor of any state as a Muslim. And we’re not going to stop there. 30,000 is nothing… There are seven to 8 million Muslims in America. Imagine if 1 million Muslims converge… We have to think bigger dream, bigger vision… Let’s have a 1 million convention. You will raise the eyebrows of people of every gender and every ethnicity… They say, ‘Oh, these Muslims are here, and they are someone to reckon with.’” This isn’t outreach. This is a blueprint for political conquest - and they’re using your kids’ school cafeteria as the testing ground while building Sharia enclaves and voucher-funded Islamic schools with your tax dollars. 15-year-old Marco Hunter-Lopez gets death threats and censored. 12-year-old Leland Saunders is already testifying at board meetings, standing up Marco against the march of Islam in their public schools! These kids are fighting for the future. ENOUGH. REMOVE every WhyIslam and MSA operation from Texas schools NOW. FIRE Principal Tiffany Doolan for enabling the infiltration and crushing of conservative students. Marco and Leland are already on the front lines. Will you stand with them or hand your children to the Muslim Brotherhood? Remove WhyIslam. Boot the MSA. Fire the collaborators. Reclaim our schools or lose America. SEE THE FULL REPORT AND VIDEO:

Amy Mek

187,099 görüntüleme • 4 ay önce

"What NewJeans Wanted to Say" [Full transcript translated to English] 🐹: Some of you might be surprised by this sudden meeting, but we wanted to share our thoughts and opinions about the recent events, so we prepared this session. First, I want to explain one of the reasons we decided to do this live. It's been hard to see many people who have worked with us continue to suffer from unfair demands and pressure even after our CEO was dismissed. It was frustrating to just stand by and watch these situations unfold, and we were very worried about our future as a group of five. Honestly, while preparing for this live, we were naturally concerned about the reactions we might receive afterward. We were also worried that people might mistakenly think that our CEO instructed us to do this, but I want to clarify that this live was prepared because we five members genuinely wanted to express our thoughts. We received help from directors we trust for things we couldn't prepare ourselves, like setting up the shoot and finding a location. It didn’t feel right for us to stay silent when everyone, including our Bunnies, has been stepping up to support us. Moreover, this is not just a matter of leaving it to the adults because it directly affects the lives of us five members. Since we're the ones going through this, we felt that it would be healthier to speak up ourselves than to do nothing, so we mustered the courage to do so. The main point of what we want to say today is directed towards HYBE. We've already had meetings with the current management to express our opinions, but after seeing what happened afterward, it feels like our concerns weren't clearly conveyed. It seemed like communication was blocked, so we felt that preparing this live was the only way to properly share our thoughts and feelings. 🐻: I’m sure that today’s announcement has shocked many of the staff as well, as they were not aware of it, and I imagine everyone watching is quite surprised too. We’ve thought a lot about where to begin, but since the purpose is to express our intentions, we’ll try to explain as clearly as possible. Of course, due to contractual issues, we can’t share everything, but we’ll be as honest as we can. After it was decided that we would debut as NewJeans, our members spent a lot of time getting to know Min Heejin Daepyonim, both as a group and individually. At first, I had reservations and a certain fear towards the adults we were working with, but Daepyonim was the first person to approach us in a way that allowed us to open up, which was initially awkward but eventually built trust. From before our debut until now, we’ve been aware of various issues related to our debut schedule and other matters. However, working with Daepyonim made us feel good, and I believe that’s why we were able to debut successfully and continue our activities until now. This has been today’s news story. 🐶: Naturally, we all want to continue working with Daepyonim. Even before debuting as NewJeans and through all of the time that we spent together with Min Heejin Daepyonim, all of us felt that the music we wanted to make and the kind of world we wanted to build together, our vision, was similar in so many ways. With Min Heejin Daepyonim, we were able to prepare each and every task with sincere hearts, and I believe it shows in our work. Putting our sincere effort into something is only possible because of the people that we're working with have trust in each other and have that same vision. Min Heejin Daepyonim is not only the person that produces our music, but someone who makes NewJeans who we are. She discusses even the smallest details with us and explains them in ways that we can understand clearly. NewJeans has a distinct colour and tone, and this was created with Min Heejin Daepyonim. She is integral to NewJeans’ identity, and we all feel that she is irreplaceable. 🐱: However, even after our debut, there have been many unfair and incomprehensible incidents that you might not know about, and these incidents have only increased over time. As some of you may know, recently, videos from our trainee days and private records, such as medical information, were leaked. When I first saw that, I was really shocked. It was hard to understand how our company, which is supposed to protect us, failed to manage and allowed such information to be leaked. Naturally, this situation has made us worry that other strange or false information about us might spread in the future. Although we, along with our parents and Min Heejin Daepyonim, have raised concerns about this to HYBE, they haven’t resolved the issue, nor have they taken any proactive measures. Then, in the midst of all this, our CEO was dismissed, and we’re left wondering whom we can trust and rely on. We’ve come to the conclusion that if we don’t speak out about this now, no one will know what we’re going through. After much discussion among ourselves, we finally decided to take this step. 🐰: Something happened to me recently. The 4th floor of the HYBE building is where we get our hair and makeup done, so a lot of other artists and staff come and go there. One day, I was waiting alone in the hallway, and some staff from another team passed by. We greeted each other, but when they came back out a bit later, I heard one of their managers say, “Ignore her,” right in front of me. I could hear and see everything clearly. Even now, I still don’t understand why I had to go through that. 🐻: When I heard about what Hanni experienced, I was really shocked. How could a manager from another team tell their members to ignore one of us, and say it so loudly that Hanni could hear it? Such unimaginable words and behavior were directed at us, yet there was no apology, nor did they even acknowledge their wrongdoing. Of course, I’m worried about our future, but what’s most frightening is that the work we’ve already created is being compromised. Seeing the people who have poured their lives into creating our work being treated this way makes it hard to understand how this could be happening. The new management said they would separate producing and management, but we’ve always worked differently from other labels, and we thought that our way was a good one. Now, Daepyonim can no longer approve all matters, and we’re left wondering how we’re supposed to continue working as we did before. The recent statement from the new management also didn’t make sense to me. If they really didn’t intend to interfere with our producing, then the recent incident with Director Shin Woo-seok should never have happened, and it should have been handled differently. We are the ones directly involved with the copyrights and likeness rights of our content, yet they’re making decisions without our consent. In their statement, they kept saying they were acting to protect us and prevent our anxiety, but why do they keep insisting on this when they haven’t considered our wishes? We don’t want any more unnecessary issues to arise, and we want them to show respect and consideration for Daepyonim and all the directors who have worked with us. The things they’re doing right now are not in our best interest at all. 🐰: Something we all find very important, something that plays a very important role in our team's colour and image is our media content and creative production. Despite saying that they would leave all the creative production to our now former CEO, Min Heejin, through official statements that I think a lot of you might have already read or seen, and also during our personal meetings, they infringed our content. Content that not only we worked really hard on, but also our staff who spent endless hours to produce and release them solely for our fans. And if they had any understanding about what type of team we are, and the type of content that we create, they would have thought more deeply for crossing the line that they set for themselves. Because of this incident, we realized that there's not much we can do to prevent these type of issues. Personally, the way that ADOR used to run was the business management and creative production was not separated and was factors that played and worked in harmony with each other. That's how it worked and it was perfectly fine. It was our way of working and it was our CEO's way of producing NewJeans' content, which a lot of you were able to enjoy and appreciate. But now that she's no longer CEO, these factors that should have continued to work together in harmony are now being seen as two different areas of work. 🐻: Besides this, there are many other incidents we’ve experienced that are beyond my understanding—things that are frightening and uncomfortable. These incidents naturally make us question whether HYBE really cares about NewJeans, and there are clear signs of this. However, it’s hard to discuss everything today because we’re not sure how far things could escalate. We just hope you can understand a little of what’s been on our minds and why we chose to speak out in this way. 🐶: As I mentioned earlier, our dream was to perform the music we want to make with Daepyonim, and we were working very hard toward that goal. But now, we can’t do that, and the plans we’ve made might not come to fruition. As Hanni unnie said earlier, just like that, the content that we released solely for our fans, for our bunnies, was instantly erased. And I truly can't understand why anyone would do this to a group, or just anyone in general. We were just working hard for the present, so what did we do wrong? A week after Daepyonim was dismissed, we found out that we could no longer work with the director we’ve been working with all this time, and we’re extremely anxious because we don’t know what will happen to the staff who have always worked hard for us. If they really care about us, they should stop saying that they prioritize the artists and instead let us do the music we love in an environment where we can be genuinely happy. Is that really so hard to do? It’s hard to fully express what’s in my heart, but in the end, the five of us just want to continue our activities with Min Heejin Daepyonim, as we have done so far. 🐱: Personally, I want to continue working with the people around us who have helped me grow mentally and made me feel alive. However, I can't understand, nor do I think I should have to understand, why external forces are constantly obstructing and hindering us. I absolutely cannot comprehend what is truly in our best interest or what is supposed to help us grow. And I feel so sorry and heartbroken that our Bunnies, who found comfort in us and shared joyful memories with us, have to go through this ordeal and worry about things they shouldn't have to. We almost lost the work that symbolizes the relationship between NewJeans and Bunnies, and we don't want to lose anything else. I refuse to conform to or follow the values of the society those people belong to, and because I believe that direction is not the right one, I will not choose to go that way. 🐹: We found out about the CEO's dismissal through the news on the very day it happened. It was so sudden and unimaginable for all of us, and honestly, it was really difficult for us to process. As artists under HYBE, the company's unilateral notification made it clear to us that they don't respect us at all. In the midst of this confusion, we heard through our manager that the new CEO wanted to meet with us. From the very first action taken by the newly appointed Juyoung, it was clear that there was no consideration for us. He claimed to care for us, to prioritize NewJeans, but looking at everything that has happened, it's evident that his words were just that—empty words. HYBE’s actions, like publishing articles that painted us in a bad light just a week before our comeback, make us question how any of this is supposed to be in our best interest. 🐻: It's already been half a year of unnecessary and exhausting discussions about us and NewJeans, and even as a third party, it must be tiring. As the ones directly involved, it’s incredibly uncomfortable for us. We still have music we want to make and goals we want to achieve together, but as things stand now, it’s heartbreaking to think that we might lose not only the work we’ve created so far but also the identity of our team. That’s what makes us feel so helpless. We held this live stream to express our feelings because we sincerely want this tiresome conflict to end. 🐰: Like how we have our own and individual thoughts and feelings, we have the choice to choose how we will react to each situation, and we are not going to follow Hybe's every order blindly. We are more than well aware that this is getting in the way of our work, and that we should be treated much, much better than how we are right now. And it's very hard to believe that they are truly sincere about wanting to help us continue, to be able to continue to work with our Daepyonim, Min Heejin Daepyonim. Despite her being in the midst of all this current legal conflict, she's expected to plan and creatively produce our future endeavours in just only two months, which I personally think makes no sense at all. We don't want to hear all the empty words of how they're going to help us continue to work with Min Heejin, Daepyonim. And all we want is this legal conflict to be resolved and have our working environment returned back to normal the way it was before. 🐹: The way HYBE is operating right now feels dishonest and wrong to us. Please, stop interfering. Reinstating our CEO and returning us to the original ADOR environment we had before, with familiar people, not strangers, would make things right. We’re not asking for special treatment; we just want everyone to do their jobs well in their respective places. We’ll do our best in our roles too. We sincerely hope our request is heard. 🐶: From a human perspective, I hope you stop harassing our CEO, Min Hee Jin. Honestly, she seems so pitiful, and HYBE just comes across as an inhumane company. What can we possibly learn from a company like this? So, I really hope you stop bothering our CEO. 🐻: What we want is the original ADOR, where CEO Min Hee Jin leads both management and production. The reason we're making this request is because it's a way to coexist peacefully without conflict with HYBE. If our message has been conveyed properly, we hope Chairman Bang and HYBE make a wise decision to restore ADOR to its original state by the 25th. Thank you for listening to us. #하이브어도어_뉴진스지우기_작작해 #HYBE_STOP_SABOTAGING_NEWJEANS #HYBEによるNewJeansへの妨害に抗議します #NEWJEANS_NEVER_DIE

1tokki

3,764,283 görüntüleme • 2 yıl önce

NEVER SURRENDER It’s all theater. They’re all actors. The world is a stage. Nothing is real. Comments like these are all over the internet lately. People are so exhausted by relentless lies and corruption that they’re opting out altogether. I feel them. I do. There are times when I want to walk away and never look back. (If you want to dive deeper with me on these types of topics and a chance to personally ask me specific questions, make sure to sign up to join my newsletter at mikkiwillisdotcom) It’s in those moments that I have to remind myself—wait, this is exactly what they want me to do. Then I recall that infamous quote attributed to a former CIA director: “We’ll know our disinformation program is complete when everything the American public believes is false.” What you’re doing might feel like rebellion—but it’s not. What you’re actually doing is playing into the final stage of their disinformation program. The angry comments you will inevitably leave on this video will serve as evidence of your level of indoctrination. You’ve allowed them to convince you that, to be a true dissident, a real freedom fighter, a genuine black sheep, you must completely disavow everything. Stop engaging. Stop fighting for what you believe in. Just stop caring. You’ve been programmed to believe this is what strength looks like. When, in fact, it is surrender. You are surrendering. All the tough-talking renegades think they’re beating the system by abandoning it. But the real badasses are the ones who stay in the fight to build a new system. So yes—I agree that both political parties are failing us, and that the vast majority of selected leaders are merely puppets. But that doesn’t discourage me. If anything, it fires me up. It fires me up because it shows that, for the first time in modern history, we the people are waking up from the illusion that some superhero is going to swoop in and save the day. You are the hero of your life. No one else. This is your hero’s journey. The man who coined that phrase, Joseph Campbell, spent most of his life studying the stories humans have shared since the beginning of time. What he discovered was that regardless of era or culture, humanity tells similar myths—stories designed to help each generation understand its deepest purpose for existing. His work was so profound that in the 1970s Hollywood began using it as a structural template for screenplays. Most iconic films worth remembering follow the arc of Joseph Campbell’s Hero’s Journey. And while every hero’s path is unique, all roads lead to a similar crescendo. You’ve seen it a thousand times: The reluctant hero is forced to face their greatest fear. A fierce battle ensues. And just when all hope appears lost… The battered hero finds a new strength. The strength to rise. To stand tall. To look the dragon dead in the eyes and… We did not come here to surrender. Share everywhere! (If you want to dive deeper with me on these types of topics and a chance to personally ask me specific questions, make sure to sign up to join my newsletter at mikkiwillisdotcom)

Mikki Willis Official

68,771 görüntüleme • 8 ay önce

Jensen Huang just said the semiconductor industry needs to grow 5-10x over the next decade and he named the exact bottlenecks investors should be watching (Save this). His argument is that this isn't a normal cyclical boom that will bust like past chip cycles because it's driven by a structural shift, the world needs a whole new intelligence layer of infrastructure on top of energy, internet, and roads and that layer runs entirely on chips. Using WSTS's 2026 industry estimate of $1.5 trillion, a 5-10x expansion would put the semiconductor industry at roughly $7.5 trillion to $15 trillion within ten years. He specifically called out five areas that are already in shortage, memory, storage, optical interconnects, packaging, and TSMC foundry capacity, and said the whole industry is short because this is infrastructure demand, not seasonal demand. Here's who stands to benefit in each of those five bottlenecks he named. Memory and storage is the most direct beneficiary, since Micron is the only major US based DRAM and NAND producer and has been reporting surging prices tied to AI server demand while SK Hynix and Samsung, both foreign, dominate the high bandwidth memory that feeds directly into GPUs like Nvidia's. Optical interconnects benefits companies like Coherent and Lumentum which make the optical transceivers moving data between GPU clusters, alongside Credo Technology, which makes high speed interconnect chips for the same data movement problem inside AI clusters. Packaging is where Nvidia's own chips get bottlenecked, since advanced packaging capacity mostly sits with TSMC, but Amkor Technology and ASE Technology are the independent outsourced packaging players that pick up overflow demand when TSMC can't keep up. Chip equipment makers that supply the tools needed to actually build more capacity across all these bottlenecks also benefit, including ASML for lithography, and Lam Research, KLA Corporation and Applied Materials for etching, deposition, and inspection equipment, since a 5-10x industry expansion requires massive new fab buildout that all runs through these companies first. Milk Road Pro is tracking the entire supply chain bottlenecks, if you want our entire AI trades around this, you can come join us just for a dollar.

Milk Road AI

29,530 görüntüleme • 1 ay önce