My prayer everyday..5.30am.

The clown INVADER Sriram Krishnan, the former White House Ai advisor was an Indian fake-degree holder?

SCAM India born Sriram Krishnan, Senior Policy Advisor on Artificial Intelligence, is "voluntarily leaving the position. Reportedly, he purchased his degree in India and entered the US on a VISA to work with Microsoft. Krishnan was a huge advocate for the India tech pipeline and removing per-country caps for green-card employment based permanent residency, to clear the massive backlog of Indian applications to enter the US. Allegedly, there were tensions about the H1B reform and 60 day waiting period. How much more will it take to convince you that the India-US corridor and those involved, doesn't benefit the US AT ALL? Ohio this is to you. Either you want your jobs, or you want to elect this. Vivek is selling data centers and automation. Tech jobs. Do you think you will get them? Vivek is selling ending Ohio engineering programs, to remove any competition from Ohio American graduates. Vivek is selling vocational training, so you can work for them.

6月15日　曇りのち、お昼からは青空も出てきました。 ougatou.jp/photograph/2026/0…

$MU FactSet just updated FY 2029 EPS and all I have to say is wow! Its a meaningful raise to 124 from the previous EPS estimate of ~68 for that year, the "memory is cyclical" narrative is dead.

Singapore plans to launch a gold-clearing system this year, with banks including JPMorgan and Deutsche Bank set to participate in the city-state’s push to become a hub in the global bullion market bloomberg.com/news/articles/…

ゼミの研究で、清家清設計のザ・プリンスプ軽井沢に行ってきた。敷地への応答、動線の捌き方、圧巻のレストランの空間。全てが完璧。

Two global powerhouses? Oh please, I see only ONE. Singapore is what competent governance actually looks like. It's pro-growth and has strong rule of law. They CANE vandals, graffiti scumbags, and anyone who thinks they can trash a world-class city. Imagine that? The streets are clean and safe for families. Merit and results are favored over feelings and cheap sloganeering. You? You took one of the greatest cities in human history and ran it straight into decay and decline. Knife crime has exploded on your watch, phone snatchings have soared, and the rate of robberies and violent crime with injury are way up. Young Londoners are so terrified to walk certain streets that many have moved to safer towns in the countryside. The streets are filthier, the tube is far more unreliable and chaotic, and businesses and talent are fleeing London. Your woke policies are the EXACT OPPOSITE of Singapore's and the results are clear. And don't get me started on how you've poisoned race relations. London is now a seething cauldron of division and resentment. While Singapore builds unity through shared standards, forced integration, and zero-tolerance enforcement, you've peddled woke grievance politics that pit communities against each other. You've obsessed over "structural racism" and "anti-Blackness," pushing narratives that scream institutional guilt at every turn, all the while anti-white sentiment and antisemitism have surged to horrifying levels on your watch. Jewish Londoners living in fear, synagogues needing extra security, streets filled with chants that call for their destruction. You downplay it, equivocate, and let the marches roll on with kid gloves. Two-tier policing has gone off the charts with police being harsh on some protests, soft on others depending on the identity or cause. Native Londoners and white working-class communities feel abandoned and demonized, while certain groups get a free pass. Your own office even put out garbage claiming a White family "doesn't represent real Londoners." You've fanned the flames of resentment instead of demanding assimilation, excellence, and color-blind law and order. So sorry, but London *was* a powerhouse, but that was before your tenure. It's not anymore. In 1946, a young Lee Kuan Yew stepped off the boat into a battered London still licking its wounds from war. Amid the mess, he witnessed something miraculous - an unsupervised newspaper stall at Piccadilly Circus. People stopped, dropped their coins, took their paper, and walked on. There was no attendant, no fear of theft. “This,” he thought, “is civilisation. A high-trust society where men police themselves.” He carried that vision home. In the 1960s, as Singapore stumbled out of colonial rule - poor, swampy, fractious - Lee vowed to forge his city state into that London he saw first hand. Over time, Lee transformed Singapore into an orderly, courteous, disciplined, garden of trust rising from a chaotic swamp. Now the tables have turned as London, once the beacon, slides into low-trust decay. It's only accelerated under your leadership. It went from high-trust to low-trust to now, negative trust. There's actually a huge trust deficit now. The former colony has now surpassed its former colonial master as the latter forgot how to govern. Singapore actually has the playbook. Since you're there, you might as well learn from the best.

水晶淵　高知県

Micron is going to be a $4,000 stock and the CEO just told you exactly why in one interview (Save this). Micron is no longer a chip company but rather a America's monopoly on the most strategically critical material in the AI buildout. It's the only western company manufacturing memory at advanced nodes, sitting on $200 billion in committed domestic capex, with every unit of its highest value product already sold. let's start with the supply reality, Mehrotra said Micron can currently meet only 50% to two thirds of the demand from its key customers. That shortage will last well beyond 2027, and meaningful new supply from anyone in the industry does not arrive until 2028 at the earliest. Two more years of demand outpacing supply in a market growing 168% year over year and that is the floor on the bull case. Now layer on what makes this cycle structurally different from every one before it. Micron is the only American memory manufacturer on earth, Samsung and SK Hynix are South Korean. In a world where AI infrastructure has become a declared national security priority where Commerce Secretary Lutnick and Trade Ambassador Greer personally showed up to a fab dedication in Manassas, Virginia being the only US memory company is not just a competitive advantage. It is a government backed structural monopoly on the most critical input to the US AI buildout, backed by $6.2 billion in CHIPS Act subsidies across Idaho, New York, and Virginia. The $200 billion buildout spans Manassas for DDR4 defense and industrial memory, Boise for leading-edge DRAM with first wafers out mid 2027, a second Boise HBM fab with first wafers by end of 2028, and the Syracuse megafab, the largest semiconductor facility in US history, breaking ground January 2026 with up to four fabs over time. Combined, these sites take Micron's domestic production from 10% of its total output today to 40% over the next decade, and create 90,000 jobs in the process. The business model transformation is the real story. Come join Milk Road Pro for our full breakdown, our complete Micron valuation model incorporating the $200 billion domestic buildout and our entire AI thesis. Link below.

They folded the towels & everything 🙌 After a draw with the Netherlands, Japan’s national team once again drew attention for what happened after the final whistle. The squad left their locker room spotless, continuing a World Cup trend that has seen Japanese players and fans praised for their emphasis on cleanliness, discipline, and respect beyond the pitch. [📸: via/ GettyImages]

Sharp contrast 😭

Respect! 这些都不用教，刻在骨子里的”公民意识”，赞！

$MU $DRAM Unbelievable $707,000,000,000. That is the projected 2027 operating profit of 3 memory companies. Apple Microsoft Google Amazon Meta Tesla combined? ~$661 Billion. The Memory Trio beats the Magnificent 6. Not revenue. Operating profit.

SpaceX a clôturé son premier jour de cotation à 2 100 milliards de dollars, 19%. Tout le monde regarde le chiffre. Personne ne regarde ce qu'il price réellement. Laissez-moi vous dire ce que le marché vient d'acheter, et pourquoi je pense que cette boîte vaudra 30 à 50 trillions d'ici 5 ans. D'abord, le symbole. Cette IPO est un référendum. D'un côté, 20 ans de discours sur la décroissance, la sobriété, la redistribution, la fin de l'histoire gérée par des comités. De l'autre, un homme qui a dit "je vais rendre l'humanité multiplanétaire", que tout le monde a traité de clown, et qui vient de créer la plus grosse entreprise cotée de l'histoire en partant d'un entrepôt à El Segundo. Le marché a voté. Le wokisme avait des départements RH, SpaceX avait des fusées. Les fusées ont gagné. Ensuite, la mécanique économique, parce que c'est là que tout le monde se trompe. Les analystes valorisent SpaceX comme une entreprise de lancement plus Starlink. C'est comme valoriser Internet en 1995 sur le marché du fax. Starship ne réduit pas le coût du kilo en orbite de 20%, il le divise par 100. Et chaque fois dans l'histoire qu'un coût d'infrastructure est divisé par 100, ce n'est pas le marché existant qui grossit, ce sont des industries entières qui naissent. Le coût du calcul divisé par 100 a donné Internet, le smartphone, l'IA. Le coût de l'orbite divisé par 100 va donner une économie spatiale complète. Faisons la liste de ce qui devient rentable quand le kilo en orbite coûte le prix d'un billet d'avion. Les data centers orbitaux, avec énergie solaire continue et refroidissement gratuit, au moment exact où l'IA fait exploser la demande énergétique terrestre. La fabrication en microgravité de semi-conducteurs, de fibres optiques, d'organes imprimés impossibles à produire sous gravité. Le tourisme orbital de masse, puis les hôtels lunaires, qui passeront du fantasme au business plan exactement comme la croisière de luxe au 20ème siècle. Le transport point à point terrestre, Paris-Tokyo en 40 minutes. L'industrie minière des astéroïdes, dont un seul corps de classe M contient plus de métaux que tout ce que l'humanité a extrait depuis le néolithique. Et Mars en ligne de mire, pas comme destination touristique, mais comme le plus grand projet d'infrastructure jamais entrepris, avec tout ce que ça implique de demande en énergie, matériaux, robotique, IA. SpaceX ne participera pas à ces marchés. SpaceX possède le péage d'entrée de tous ces marchés. C'est AWS, mais pour la civilisation. Apple vaut 3 500 milliards en vendant des rectangles de verre sur une seule planète. Le premier monopole d'accès à une frontière infinie à 30 ou 50 trillions dans 5 ans, ce n'est pas de l'exubérance, c'est une simple règle de trois sur l'expansion du marché adressable. Et maintenant, la partie que je préfère. Ce futur n'a pas besoin de bureaucrates. Il n'y a pas de comité consultatif en orbite. Pas de commission Théodule sur Mars. Chaque dollar de cette nouvelle économie sera créé par des ingénieurs, des techniciens, des soudeurs, des pilotes, des entrepreneurs. Les diplômés en gestion de la norme vont devoir apprendre un métier utile, et franchement, c'est une excellente nouvelle pour eux aussi : construire est infiniment plus fun que contrôler. Parce que c'est ça, le vrai signal d'aujourd'hui. Pendant 50 ans on nous a vendu un futur rétréci : moins d'énergie, moins d'enfants, moins d'ambition, gérer le déclin proprement. Et là, d'un coup, le plus gros actif financier du monde est un pari sur l'abondance, l'expansion et l'aventure. Le pessimisme vient de passer en position vendeuse sur lui-même. Le futur sera méga fun. Il y aura des hôtels avec vue sur la Terre, des honeymoons en orbite, des gamins qui diront "papa, c'était comment avant les fusées réutilisables" comme on dit "c'était comment avant Internet". Et quelque part dans les années 2030, un humain marchera sur Mars en livestream devant 5 milliards de personnes, et ce jour-là plus personne ne se souviendra du nom d'un seul de ses détracteurs. Achetez de l'optimisme. C'est encore sous-valorisé.

I’ve probably watched this 100 times. Dan Shay need to sing the National Anthem before every big sporting event. Incredible.

Quality clip of Scotland fans at the Boston fan park singing Flower of Scotland… 😍 Best National Anthem in world football? 🤔

The Tartan Army are a credit to Scotland. Here they are in full voice singing ‘Loch Lomond’ in Boston Stadium last night for the World Cup match between Scotland and Haiti. Absolutely glorious.

حذفت المقطع الماضي لاني ابي انزله من الملعب و صوت الجمهور نفسه بعيداً عن القنوات ارفع صوت جوالك و استمتع عزيزي القارئ ، أمامك نشيد من اجمل الأناشيد الاوروبية وقد يكون العالمية بصوت جماهير أسكتلندا العريقة احبهم جداً 🏴󠁧󠁢󠁳󠁣󠁴󠁿💙

Kinnoull Tower and the River Tay, Perth, Scotland!💙🏴󠁧󠁢󠁳󠁣󠁴󠁿

長野の美しい緑が好きなんです