Stardust chain reaction discovering ourselves

Joined April 2012
49 Photos and videos
Perry Schmidt retweeted
NEW @IEA data: clean energy investment is now more than double fossil fuels. $2,155bn vs $1,008bn in 2025. The crossover happened around 2016. Since then the gap has only widened. What was a narrow lead a decade ago is now a >2-to-1 split.
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Replying to @PerrySchmidt
REM for the west lives in a paper world. Executive orders, stocks, agreements, treaties and bluster. The physical world of 20 years away and is one of the great challenges we face
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Perry Schmidt retweeted
The AI pricing war is about to get very ugly for closed-source AI companies. DeepSeek V4 Pro: $0.87 Grok 4.3: $2.50 GLM 1.5: $3.08 Qwen 3.7 Max: $7.50 Opus 4.7: $25 GPT-5.5: $30 And people still think these margins survive long term? Open source models are getting intelligent, cheaper, faster, and enterprises care way more about cost than benchmarks. This is exactly why I keep saying the AI math feels weird. The tech is real. The current economics around it? not so sure.
People are acting like questioning AI economics means denying AI itself. Some of the biggest financial analysts and investors in the world are already debating this openly: Michael Burry comparing it to dot-com, Jeremy Grantham warning about bubble dynamics, WSJ questioning whether current AI infra spending will ever justify returns. Even during the internet boom, the technology was real. The bubble was also real. Both can exist together.
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Perry Schmidt retweeted
American Bankruptcy Institute interview with Daniel Gallagher of All Things Financial on the Five Factors abi-podcast.s3.us-east-1.ama…

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Perry Schmidt retweeted
The last stage of a lost material war is the war of certificates, contracts & currency 4-23-2026
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Perry Schmidt retweeted
Cut corners on data, and your model will charge compound interest in failure. 3-27-2026
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Breaking the Loop: How to Exit the U.S.–Iran Standoff The Unwinnable Ignition War: Why the U.S.–Iran Conflict Has No Exit open.substack.com/pub/perrys…

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Perry Schmidt retweeted
Hiding structural problems with a cosmetic fix, where the real issue underneath is worse. 3-22-2026
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Perry Schmidt retweeted
Buy when there is blood in the street but make sure you have staunched your wounds 3-20-2026
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Perry Schmidt retweeted
Sign for stability today, so you can walk away tomorrow. Canada & Japan walk different paths 3-17-2026
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Perry Schmidt retweeted
CME’s latest suspicious halt flipped veteran trader @PeterLBrandt. He is now a believer in silver manipulation. Another “conspiracy theory” proven true We’ve posted hundreds of real time examples of manipulation in equities Physical vs. paper silver just makes it blatantly obvious. Trade Settlement is rarely enforced. _______ April 2025 $AEHL -Float is 660,000 -So how do 36 million shares traded by 11:43am 4/9/25? x.com/kshaughnessy2/status/1… _________ October 2025 $VCIG -Float is 1.08 Million Shares -50.7 Million Shares Traded by 12pm 10/30/25 “Your willful ignorance from obvious manipulation is laughably obvious” x.com/kshaughnessy2/status/1… - @FlyEaglesFly529 ________ @chrismartenson @Hamnakedshorts

I am now a believer
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Perry Schmidt retweeted
China burns electrons at home & exports tokens abroad. Data centers are the new oil fields 2-25-2026
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Perry Schmidt retweeted
Fed Chair pick Hassett, in or out? Takaichi places her bet and the JGBs raise 12-5-2025
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Perry Schmidt retweeted
NEW: Epstein survivors release the most powerful PSA I have ever seen. Make this go viral so every member of the House of Representatives sees it.
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Perry Schmidt retweeted
Moral hazard is the distortions introduced by the prospect of not having to pay for your sins. 11-3-2025
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Perry Schmidt retweeted
Why isn’t anyone in power - on either side of the aisle - holding FINRA accountable? It’s easy to look the other way but retirements, pensions and housing are at stake here “Over $5.4 TRILLION flowed through that hidden TRACE rail in a single month. The same off-exchange system that erased MMTLP is now being used on Fannie & Freddie. Why has there been no public acknowledgement — when tens of millions of Americans’ pensions, retirements & housing stability are at risk? This demands transparency now..” @anna_trades
29 Oct 2025
@pulte — with genuine respect — it’s urgent this part of the Fannie Mae story is addressed publicly. Right now, both Fannie Mae & Freddie Mac are being routed almost entirely through FINRA’s private OTCBB and XOTC market venues — tied directly to FINRA’s own SWIFT bank code XOTCUS31XXX (meaning FINRA is acting not just as regulator, but as the banking infrastructure handling execution). I already sent everything directly to your Principal Deputy Assistant Secretary at HUD on 8/7/2025 — his exact reaction was “this is huge.” Just like the 65,000 MMTLP investors were blindsided and financially slaughtered — FNMA & FMCC holders are now being placed in the same undisclosed off-exchange danger. Over $5.4 TRILLION flowed through that hidden TRACE rail in a single month. The same off-exchange system that erased MMTLP is now being used on Fannie & Freddie. 🔗 x.com/anna_trades/status/198… 🔗 x.com/anna_trades/status/198… Why has there been no public acknowledgement — when tens of millions of Americans’ pensions, retirements & housing stability are at risk? This demands transparency now. @POTUS @FINRA @SECGov @FBI @FBIDirectorKash @FBIDDBongino @DNIGabbard @AGPamBondi
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Perry Schmidt retweeted
It's been more than a month and not one reporter or politician has publicly demanded to know why FINRA, a U.S. regulator, is funneling money to a hedge fund in the Cayman Islands? How did High Vista, a hedge fund in Boston, get involved in this? @f1finra @Caveatlector12 @Stef_carpedm @XsyLocke @FlyEaglesFly529
#3 What is FINRA Hiding In Its Secret Offshore Accounts? Monday Questions 1. Was FINRA CEO Robert Cook's Total Compensation Package In 2023 Around $3.84 Million? 2. Is Robert Cook's Compensation Linked To FINRA's Offshore Investment Vehicles, And If So, Why? 3. Are There Additional Unreported Earnings For Cook, Or Anyone Else Associated With The Offshore Accounts? 4. What, If Any, Involvement Has Cook Had In FINRA's Offshore Accounts? _____________ June 21,2025 (also has link for 1st set of questions) #2 What is FINRA Hiding In Its Secret Offshore Accounts? More Questions x.com/kshaughnessy2/status/1… Link to Dark Money Podcast Below (It's 6 Minutes) @f1finra @Caveatlector12 @Stef_carpedm.
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Perry Schmidt retweeted
What is missing from this article reveals so much about the financial media. 1) It blames retail investors and shady public companies for short sellers rough year. Let's be clear. Institutional investors move stocks - not retail. The media knows this, but consistently blames retail. 2)This article doesn't haven't one word about the counterfeit shares flooding our financial markets, or trade settlement not being enforced. 3)This article never mentions the CAT - the Consolidated Audit Trail- that has picked up billions of trading errors in a single day. It doesn't question why Wall Street, regulators and politicians, who get big donations from WS, fight so hard against it. 4)The article never mentions how good public companies are being destroyed. Even ones working on medical treatments or cures. Why doesn't it talk about how counterfeit shares destroy American innovation? 5)The article never mentions the micro-cap stocks used to hide counterfeit shares The only quote that really resonates is this one - “For short sellers, there are just fewer places to hide.” That is true. Because the fraud has been allowed for so long. Because public companies and retail investors who beg regulators to enforce trade settlement are ignored. Ask yourself why, after nearly three years, $MMTLP investors' money is still locked up? Regulators and politicians refuse to give them the independent audited share count - because they are protecting brokers who sold way too many shares. Ask yourself why the financial media stays far away from that story?
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Perry Schmidt retweeted
So be it, a reluctant nod in the theater of inevitability - our acquiescence, draped in irony's finest veil 10-12-2025
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Perry Schmidt retweeted
Rare Earth Minerals - The Five Factors - Options for the US for negotiations 10-11-2025
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