"You can ignore reality, but you can't ignore the consequences of ignoring reality."

Joined April 2020
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Replying to @pmarca
I'll never stop posting this: "Most people, when they have a crisis of faith (religion or political identity) will elevate subjectivity over reason. They will find a way to modify any data that counters their beliefs. They go with what they want to believe, not the logic. This explains the postmodernist movement. The far left has been pushed into crisis seeing their Marxist identity systematically proven wrong. Instead of following the data they decide to massage data, bracket the evidence, and simply 'believe' they still have the best model." - Stephen Hicks
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Check and mate.
And then the monkeys would starve because they’d realize there weren’t actually 1 trillion bananas, but only the promise of 1 trillion bananas that could be produced by a special banana tree that only the dead monkey knew how to grow.
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Tim Purcell retweeted
Jun 13
the spacex ipo irks libs because they think meritocracy is a lib thing and it turns out meritocracy doesn’t actually exist and the closest thing thing to actual meritocracy is capitalism and they’re bad at it because it rewards risk-taking not credentialism
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Probably the best explanation I've heard so far.
SpaceX IPO basically boils down to people with spreadsheets debating with people who believe in Elon. History suggests the spreadsheets have been wrong when it comes to Elon companies.
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Europeans experiencing Americana over the next month just might be the thing that brings us back together. Fuck the politics. This is what we’re here for.
Some proper Chicago food bro they have a milkshake with cake in the cup it‘s ridiculous 😭
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There's a nuclear renaissance ground swell forming, and most investors are still FOMOing into NVIDIA, tech, AI supply chains, and soon SpaceX at 100x revenue. Meanwhile, none of that stuff works without power. Position accordingly.
Cannot stress enough how much our federal government made this moment possible.
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Wait until the data center water people find out about almond milk.
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Imagine the analyst putting together these proposals… EndtheWarProposal_v438_Final_partially executed
Iran has submitted a new proposal to the United States to end the war. The terms include five demands: U.S. troops leaving areas close to Iran, the U.S. paying war reparations, lifting sanctions on Iran, releasing Iran's frozen assets, and ending the U.S. blockade. - Reuters
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Tim Purcell retweeted
$ONDS Q1 EARNINGS • Revenue: $50M vs. Est. $39M • EBITDA: ($11M) vs. Est. ($20M) • Backlog: ~$457M • Cash position: ~$1.5B FY26 Guidance • Revenue: $390M vs. Est. $379M Ondas expects to reach company-wide profitability by Q1 2028.
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In a fracturing world, the U.S. is the TINA trade. Energy independent. A singularly dominant private sector. Geographically insulated. Top FDI destination for 20 years.
Overseas investors are piling into US stocks: Foreign investors now allocate a record 63% of their US financial assets to equities. This percentage has more than DOUBLED since the 2008 Financial Crisis. This also surpasses the 2000 Dot-Com Bubble peak by ~10 percentage points. By comparison, the long-term average allocation is ~40%. As a result, foreign investors now own a record $21.3 trillion in US stocks and equity funds, surging 170% since 2020. Foreign investors are doubling down on US markets.
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Tim Purcell retweeted
We Asked AI To Show America Without Republicans
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Fantastic.
A must watch
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This is the only type of gun violence when the left doesn’t call for second amendment overhaul.
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Two SMRs are currently being built, and 4-5 microreactors are going critical by July 4th, with DoD orders already placed. Now streamlined licensing for micros. Nuclear supercycle incoming.
Apr 24
#NRCNews: We've announced a groundbreaking proposed rule that enables the safe, rapid deployment of microreactors and other reactors with comparable risk profiles. nrc.gov/sites/default/files/…
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The nuclear renaissance is still so early. The AI industrialized future of the west simply does not happen without a nuclear backbone. It’s a multi-generational theme with plenty of winners to pick from.
X-ENERGY PRICES IPO AT $23/SHARE, ABOVE RANGE…LISTS ON NASDAQ AS $XE · Upsized offering: 44,254,659 Class A shares priced at $23.00 · Above range: initial guidance was $16–$19/share · Overallotment option: underwriters have 30 days to purchase up to 6.6M additional shares · Gross proceeds: ~$1.02B at offering price · Trading begins: April 24, 2026 on Nasdaq Global Select Market under $XE · Expected close: April 27, 2026, subject to customary conditions · Bookrunners: J.P. Morgan, Morgan Stanley, Jefferies, Moelis & Company Advanced SMR developer X-energy priced well above its marketed range, signaling strong institutional demand for pure-play nuclear exposure ahead of key deployment milestones. $XE
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Tim Purcell retweeted

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Tim Purcell retweeted
The Air Force and DIU selected the first microreactor developers under the ANPI program 🤘 @RadiantNuclear in Colorado @WECNuclear in Montana @AntaresNuclear in Texas Goal: "at least one advanced nuclear reactor operating on at least one DAF installation by 2030 or sooner"
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Tim Purcell retweeted
GE VERNOVA RAISES 2026 GUIDANCE ACROSS ALL METRICS AFTER STRONG 1Q • Orders $18.3B - up 71% organic YoY; equipment orders up 106% • Revenue $9.3B, up 7% organic; Adj. EBITDA margin 9.6%, 390bps • FCF $4.8B in a single quarter - more than all of full-year 2025 • Power segment backlog now $99.7B; EBITDA margin 16.3%, 500bps YoY • Nuclear Power revenue grew to $757M vs $661M; large upgrade orders cited • Electrification backlog $42.4B, up 70% YoY; driven by HVDC, transformers, substations • Wind drag continues: $(382)M EBITDA loss, margin (26.7)%; tariff and volume headwinds • 2026 guidance raised: revenue $44.5B-$45.5B, adj. EBITDA margin 12%-14%, FCF $6.5B-$7.5B Grid infrastructure demand is accelerating faster than most expected. GEV's Power and Electrification segments are capturing it with expanding margins. The Nuclear Power upgrade order volume is a signal worth watching. $GEV
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A few months after U.S. automakers effectively gave up on producing EVs, they're now exploring weapons manufacturing for the DoD. Microsoft announced last week they'll effectively end its carbon credits purchases and instead invest in nuclear reactors. Reality is back.
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Why is it that class warfare only plays out in democracies? Because politicians of democracies understand that in order to maintain power, they must turn the people against each other, lest the people realize, that united, they have the power, and politicians serve us.
"Eat The Rich" avec 11.000€/mois, soit le top 2% à 26 ans. La lutte des classes, mais en classe affaires.
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They're no longer taxing you to fund programs. They're taxing because it's cool. It's trendy. It's what the mindless masses now deem 'retribution.' This guy is a cancer to the country.
Happy Tax Day, New York. We’re taxing the rich.
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