I do not understand, in 2026, why anyone is shorting anything, and I have, over the last several years, watched a generation of intelligent, well-credentialed, technically sophisticated investors set fire to their capital on the short side of a market that has been telegraphing its direction with the subtlety of a marching band, and the only explanation I have ever been able to construct is that none of these people have read a single page of monetary history written before 1990. The setup is not subtle. The federal government is running a 7% structural deficit with no political coalition in either party willing to address it. The Treasury is issuing debt at a pace that will push publicly held debt-to-GDP past 130% within five years, which is the level at which, historically, every government in recorded history has either inflated its way out, defaulted, or both. The Fed is, regardless of what it says in public, the marginal buyer of that debt, and the only mechanism it has to fund the purchases is the creation of new dollars. The money is being printed. The debt is being monetized. The currency is being debased. And asset prices, which are denominated in the currency being debased, are doing the only thing they have ever done in any country that has ever tried this, which is going up. Every country that has run this experiment has produced the same chart. Weimar Germany in 1922 and 1923 produced one of the most violent equity bull markets in recorded history in nominal terms, as the mark collapsed and the Berlin exchange repriced upward by orders of magnitude. Argentina, across four separate inflationary cycles since 1975, produced in each cycle a nominal rally that outran every short thesis published, while the peso lost 99.9% of its purchasing power. Zimbabwe in 2007 and 2008 produced an equity market that rose so violently the exchange had to be closed because the calculations could not keep up. Turkey, right now, in front of the entire world, has produced a Borsa Istanbul up 1,400% in lira terms while the lira has lost 85% against the dollar, and every short of Turkish equities has been carried out in nominal terms even when they were right in real terms. The lesson is not that asset prices are going up because the businesses are getting better. The lesson is that asset prices are going up because the unit they are measured in is getting smaller, and any investor who positions short against this dynamic is betting against the will and capacity of a government to debase its own currency, which is the single most reliable bet you can lose in 4,000 years of recorded monetary history. The government always wins. The government always debases. The currency always loses purchasing power. The assets always reprice upward in nominal terms, on a path the shorts always insist is unsustainable and that always, somehow, sustains. You can short individual frauds. You cannot short the market. You cannot short the currency itself without being on the wrong side of the largest force in modern capital markets, which is the slow, politically inevitable destruction of the dollar’s purchasing power against everything that cannot be printed. The shorts have been wrong for five years. They will be wrong for the next five. The only investors who will, in real terms, preserve and grow their wealth are the ones who understood, early, that the game is not about being right on valuation, it is about being on the right side of monetary debasement, and the right side has always been owning real assets, productive businesses, scarce commodities, and the one monetary metal that has functioned as money continuously for 5,000 years, while the people on the other side continue to insist this time is different. This time has never been different. The math is the math. The shorts will continue to lose. The owners will continue to win.

I disagree. Her own constituents didn’t vote for her BECAUSE they knew her

What do you think the combined net worth at MSG is tonight???

This is really stupid, and it’s not getting enough attention. The Trump administration is pulling a working $368 million ocean monitoring system out of the water, equipment taxpayers already bought, built, and sank into the deep ocean. And they are doing it right when the oceans are behaving in ways that alarm the scientists who study them. Record-breaking temperatures. A system of Atlantic currents that may be lurching toward collapse. The response? Yank out the instruments and walk away. That is not budgeting. That is smashing the gauges while the engine is on fire and calling it efficiency. For what? The Trump administration dressed it up as a “nimbler approach” and “smart lifecycle management,” which is fancy nonsense for “we shut it off and hoped nobody would ask why.” There is no return-on-investment analysis. They cannot show taxpayers save a dime, because the gear is already paid for and the science it produces protects real money and real lives. The kicker: the same people killing the monitors want to mine the deep sea for minerals. So they are destroying the only tools that could measure what that mining does. That is not an accident. That is the point. You cannot see the damage if you break the instruments first. cnn.com/2026/06/03/climate/o…

Fmr CIA officer here. Let me share how elections get stolen — and the role of intel agencies. We all know that the CIA and NSA create and execute clandestine operations that are designed to go undetected. That ranges from recruiting human spies, tapping phone systems, and altering devices of all kinds. Yes, that necessarily includes voting machines. The CIA and NSA have teams to execute all of these operations and missions at the direction of a President, even those ops that are deemed impossible… like machines locked in rooms that are inside secure facilities, unhooked from the internet or whatever device that could tether them to the outside world. Those tough intel operations require extensive planning, exquisite trade craft, supporting operations (HUMINT, SIGINT, MASINT), and a degree of luck. For many years, everything that I’m saying was understood by both Democrats and Republicans on Capitol Hill. Historic footage from Congressional hearings show both Ds and Rs saying that they were alarmed about voting systems with so-called “unhackable machines.” They knew then — correctly — that such a suggestion or claim was ridiculous. They were briefed by NSA and CIA teams on how they “hack the unhackable” every month without leaving a trace. This is why Taiwan and others are resolute on conducting elections the old fashioned way: same day voting only, in person, IDs, paper ballots, a counting process that is open to the public to watch and monitor, and results announced that same night. If Taiwan can do it with ~24M people, any US state can do it. Refusal to do so is an intentional choice to open your electoral systems to vulnerabilities. That's what we’re now seeing across the United States, and primarily in Democrat-dominated locales. Including Los Angeles. Those politicians choose broken systems. California’s ~30 day process to tally votes is obviously and intentionally vulnerable that a reasonable person understands that it allows for manipulation and assured electoral outcome by a dominant power (Democrats, in this case). And like any good intel op, you do it such that there are no fingerprints left behind — whether that be with machines, mail-in ballots, harvested ballots, etc. If you own the ops environment, anything is possible. Still, mistakes happen in any op. In the event of disclosure, you do what we often see Democrats and the media do: deny, smear, and make counter-accusations to preserve intentionally broken systems. Folks, this is not about Spencer Pratt. This is about the future of what’s left of our Republic. Evil, seditious forces have broken our electoral systems and gained great power using them. Mayor Bass is but one, using the machine that her Democrat Party has built to sustain her and Leftist power. It’s the modern, Golden State version of old Chicago, NJ, or Huey Long corruption. They will deny it, obviously. Because admission means loss of power, money, and likely prison time. There’s no incentive for them to clean up what’s broken. Bottom line: Mr. Pratt’s earnest desire to run a righteous race to fix his city faces long odds. He didn’t just run against Karen Bass. He ran against a corrupt machine. But if nothing else, he has shown his fellow Angelinos and the nation that, once again, we have an existential problem in our electoral system with intentional vulnerabilities and electoral fraud that naturally flows from the brokenness. Now it’s up to the rest of us to fix it. There are solutions, none easy or polite. But we must do so — and by whatever means necessary — or the Republic falls to Communists and Cuba-trained agitators like Karen Bass. Those are the stakes. Time is short.

My 6 year old has been following the LA mayor's race He had questions Two weeks ago he said "daddy, the man from TV said the city spends $1 billion a year on homeless people" I said "that's true" He said "did it get better?" I said "no" He said "where did the money go?" I said "a federal judge ordered an audit. The city couldn't account for over $2 billion" My wife said "it's more complicated than that" It isn't. That's what the audit said. He said "the man from TV said one guy who was supposed to help got $23 million" I said "also true" He said "what did he buy?" I said "a $7 million house and a Range Rover" He said "what did the homeless people get?" I said "ramen" The analyst texted me unprompted "Sir I read the indictment. The unit economics actually work. Just not for the homeless" I said "do not share that" He said "sir I already sent it to 9 people" He said "daddy the man from TV said most of them need treatment, not more tents" My wife said "that's an oversimplification" I said "which part is wrong" She didn't answer Election night he came running downstairs "Daddy he's winning. By 40,000 votes" My wife said "well I guess a lot of people are upset" They were. The mayor was in Ghana when the fires started. By Friday the lead was 20,000 By Saturday it was 7,000 He said "daddy they're still counting" I said "it's been four days" He said "at school if you turn something in late you get a zero" I said "California has different rules" He said "why" Nobody answered By Sunday the man from TV was losing by 3,000 My son came downstairs and said "daddy what happened" I said "the votes that showed up late all went the other way" He said "all of them?" I said "enough of them" My daughter looked up from her cereal and said "I liked the man who said he'd clean up the parks" She's 4 My wife was quiet Last night my son asked "daddy, why do they keep counting until the person who was winning isn't winning anymore" I didn't answer He already knew Sent from my iPhone

Elon Musk used a joke to perform an autopsy on the American economy. Two economists go for a hike. They find a pile of shit. One pays the other $100 to eat it. They keep walking. Find another pile. The second economist pays $100 back to eat that one. They stop. Neither man gained a dollar. Both ate shit for nothing. But on paper they just generated $200 in GDP. Musk: “That basically would count as a job. This is to illustrate the absurdity of economics.” That is not a punchline. That is the operating system of the federal government. Every time a politician celebrates “record job creation” this is what they are describing. Not output. Not value. Not progress. Motion. The entire bureaucratic machine exists to manufacture friction and then invoice for it. Compliance layers built to justify the next compliance layer. Oversight committees that produce nothing but the need for more oversight. Consulting firms hired to audit the work of other consulting firms. Trillions circulating through systems that have never produced a single thing you can hold in your hands. But the GDP number ticks up. So everyone applauds. The shit gets eaten. The scoreboard moves. Nobody asks what actually got built. This is why Washington treats AI like a five alarm fire. AI does not play the friction game. It does not form a committee. It does not schedule a review. It does not file 400 pages of paperwork no one will ever read. It just solves the problem. And that is the one thing the machine cannot survive. The government does not tax results. It taxes the process. The longer the process, the deeper the cut. AI compresses a ten day workflow into seconds. There is nothing left to bill. Nothing left to tax. Nothing left to skim. So they will spend the next decade warning you that AI threatens the economy. What they will never say is what it actually threatens. The illusion that activity equals progress. The $200 economy where both men ate shit and called it a job. The machines are not coming for your purpose. They are coming to prove that half the economy never had one.

$RKLB CEO Peter Beck said ~30% of everything that went to space last year had a Rocket Lab logo on it somewhere. Rocket Lab is already far more embedded in the space economy than most people realize.

A guy calls his broker and asks about egg futures. Broker says they’re at 25 cents. Guy says, “Alright, buy me 100 contracts.” A week later he calls again. Broker says, “Good call. They’re at 35 cents now.” Guy gets excited and buys 1,000 more. Few days later, he calls again. Eggs are at 50 cents. Now he thinks he’s a genius, so he buys 100,000 contracts. Next day they’re at 65 cents. He buys a million. Then they’re at 95 cents. He buys another million. Then $1.25. He buys another million. Next day, eggs are trading at $1.75. He finally thinks, alright, this is probably enough. Time to take profit. So he tells his broker, “Sell 2 million contracts.” After a long silence, broker finally says: “Sell to who? You’re the egg guy.”

JENSEN HUANG SOLD A $249 AI COMPUTER ON STAGE THAT KILLS YOUR $200/MONTH OPENAI BILL. THE VIDEO HAS 217,000 LIKES the box is called the jetson orin nano super. 70 trillion ai operations per second, 25 watts, smaller than a wallet. it runs llama 3, mistral, gemma and deepseek locally with no api fees and no data leaving your house a developer running automations and coding assistants pays $200 a month to openai. the same workload on this box costs $2 a month in electricity and breaks even on the hardware in 10 weeks you install ollama with one command. change one line in your code. point it at localhost instead of openai. everything else works identically 7 billion parameter models handle 80% of what people use chatgpt for. summarization, drafting, coding, document q&a, automation pipelines. the hard 20% you keep claude or gpt for. total monthly cost drops from $200 to $22 cloud subscriptions keep getting more expensive and rate limits keep getting tighter. the people who set this up in 2025 are going to look very smart in 2027 bookmark this and read the article below

Yıllar sonra yine aynı cümleyi kurmamak için yazıyorum “Keşke zamanında Apple, Amazon, Nvidia’yı görseydik…” Bu cümleyi kurdugunuza pişmansanız bu tweeti okuyun. Çünkü önümüzdeki 10 yılın hikâyesi net yapay zekâ ve savunma teknolojileri. Geçen yıl 5–6 dolar seviyesindeyken $SKYT ve $PLTR için aynı şeyi söylemiştim. Bugün yine söylüyorum Bazı hisseler şimdiden yolun başında 10x yaptı bile. Bazıları ise hâlâ kimsenin dikkat etmediği yerde duruyor. Ama hikâye aynı Büyük hareketler, kimsenin henüz inanmadığı yerden başlar. Benim yakından takip ettiğim bir liste bu. Kendi analizimde kullandığım, ara ara grafiklerini de paylaşacağım. Bu tweeti çıktı alın asın duvarınıza. Kaydedin veya kendi sayfanızda paylaşın ama kaybetmeyin. $PLTR- Savunma Sanayii Yapay Zeka Analitik Lideri $RKLB- Küçük Uydu Fırlatma Lideri $NBIS- Yapay Zeka Bulut Altyapısı Lideri $IONQ- Kuantum Bilişim (Tuzaklanmış İyon) Lideri $MRVL- Silikon Fotonik Lideri $BE Yapay Zeka Veri Merkezi Enerji Lideri $SATL- Dünya Gözlem Uydusu Lideri $LMN- Yapay Zeka Sigorta Platformu Lideri $AMPX- Silikon Anot Batarya Lideri $STX- Yapay Zeka Veri Depolama Lideri $ONDS- Hava İstihbaratı ve Otonom Drone Savunma Lideri $CRDO- Yüksek Hızlı Bağlantı Lideri $IREN- Yapay Zeka Veri Merkezi Lideri $TE- Solar PV Modül Lideri $ALAB- Yapay Zeka Bağlantı Yarı İletken Lideri $PL- Günlük Dünya Görüntüleme Lideri $LWLG- Elektro-Optik Polimer Lideri $CIFR- Yüksek Performanslı Hesaplama (HPC) Veri Merkezi Lideri $EOSE- Çinko Batarya Depolama Lideri $AAOI- Optik Alıcı-Verici Lideri $FLY- Dinamik Uzay Fırlatma Lideri $LITE- Fotonik Bileşenler Lideri $OSS- Dayanıklı Uç Bilişim (Edge Computing) Lideri $LPTH- Hassas Optik Lideri $AXTI- Yarı İletken Malzeme Lideri $SIVE - Ağlar için çipler Favorim ve yatırım yaptıgım $SIVE şuanda 2x geçti.

best 18 traders to follow on X: @amitisinvesting = finX king @citrini = deep research king @aleabitoreddit = bottleneck-maxxer @michaelsikand = asymmetric king @kevinxu = swing trading king @ChrisCamillo = 8 figure king @ChairmansLedger = 9 figure king @cantonmeow = charting king @KawzInvests = AI infra king @Gubloinvestor = small cap king @CKCapitalxx = early to lots of names @jiahanjimliu = best $IREN poster @BryzonX = first to $HLIT @JKeynesAlpha = $QS king @bubbleboi = tpot finance poaster @alc2022 = great guy to inverse @Liathetrader = daily setup queen @StockSavvyShay = media mogul follow them all and learn.

Never forget when Brian “Mayor” Keaton, a U.S. Army Sgt threw out the first pitch like throwing a grenade 😅

I’d loved to have been in the morning @espn @SportsCenter production meeting. “Hey did you guys see the Indy 500 finish? Amazing last lap! We’ve got to put that #1 in the Top 10” “I don’t know. I’ve got 2 English soccer highlights, a women’s lacrosse goal & an ultimate frisbee catch. Indy 500 probably won’t make it” Your program is a joke.

This might be the greatest call I've ever heard to end a motorsports event. Absolute chills @wbuxtonofficial

The entire Lower 48 U.S. grid peaks at roughly 759 GW. Texas alone has reportedly received ~440 GW of interconnection requests. That is the scale of the AI/data center power boom.

You're much more of a slave to the 1% that commit 50% of crimes than you are to the 1% that create 40% of the wealth.

Rosenqvist race finish on-board #Indy500 #IndyCar

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For a few minutes each year, sunlight makes this Yosemite waterfall look like a river of fire. - @maniaUFO