As semis go parabolic, the AI bubble talk is again rising on X. Everyone is dusting off their Kindleberger Manias, Panics, and Crashes book. But as AI agents dominate market action, both through earnings and as the new emotionless traders in this world, I believe the better cycle lens is now Bubbles, Parabolas and Speed Crashes. This is a different market structure. This is a different world. Investor cycles and regime shifts will always be here, but with AI, the rules of the game are changing in real time. Watch my latest video on the implications for investors: youtu.be/Sopf31BOP4U

The next chapter of space computing is here 🛰️ NVIDIA and its ecosystem are advancing AI from Earth-to-space across: ✔️ Earth Orbit and Infrared Imagery ✔️ Radio Frequency and Synthetic Aperture Radar ✔️ Autonomous Space Operations Leading commercial space companies and mission-grade, radiation-hardened partners are scheduling deployments of NVIDIA Jetson Orin, IGX Thor, and the Vera Rubin Space-1 module for on-orbit AI inference and ground data processing. Explore the final frontier of AI 🔗 nvda.ws/4wb6qQd

Why did xAI hand over a 220,000-GPU cluster to Anthropic? The technical backdrop to xAI's decision to hand Colossus 1 over to Anthropic in its entirety is more interesting than it appears. xAI deployed more than 220,000 NVIDIA GPUs at its Colossus 1 data center in Memphis. Of these, roughly 150,000 are estimated to be H100s, 50,000 H200s, and 20,000 GB200s. In other words, three different generations of silicon are mixed together inside a single cluster — a "heterogeneous architecture." For distributed training, however, this configuration is close to a disaster, according to engineers familiar with the setup. In distributed training, 100,000 GPUs must finish a single step simultaneously before the cluster can advance to the next one. Even if the GB200s finish their computation first, the remaining 99,999 chips have to wait for the slower H100s — or for any GPU that has hit a stack-related snag — to catch up. This is known as the straggler effect. The 11% GPU utilization rate (MFU: the share of theoretical FLOPs actually realized) at xAI recently reported by The Information can be read as the numerical fallout of this problem. It stands in stark contrast to the 40%-plus MFU figures achieved by Meta and Google. The problem runs deeper still. As discussed earlier, NVIDIA's NCCL has traditionally been optimized for a ring topology. It works beautifully at the 1,000–10,000 GPU scale, but once you push into the 100,000-unit range, the latency of data traversing the ring once around becomes punishingly long. GPUs need to churn through computations rapidly to keep MFU high, but while they sit waiting endlessly for data to arrive over the network fabric, more than half of the silicon falls into idle. Google sidestepped this bottleneck with its own custom topology (Google's OCS: Apollo/Palomar), but xAI, by my read, has not yet reached that stage. Layer Blackwell's (GB200) "power smoothing" issue on top, and the picture comes into focus. According to Zeeshan Patel, formerly in charge of multimodal pre-training at xAI, Blackwell GPUs draw power so aggressively that the chip itself includes a hardware feature for smoothing power delivery. xAI's existing software stack, however, was optimized for Hopper and does not understand the characteristics of the new hardware; when it imposes irregular loads on the chip, the silicon physically destructs — literally melts. That means the modeling stack must be rewritten from scratch, which in turn means scaling is far harder than most of us imagine. Pulling all of this together points to a single conclusion. xAI judged that training frontier models on Colossus 1 simply was not efficient enough to be worthwhile. It therefore moved its own training workloads wholesale onto Colossus 2, built as a 100% Blackwell homogeneous cluster. Colossus 1, on the other hand — whose mixed architecture is far less crippling for inference, which parallelizes more forgivingly — was leased in its entirety to an Anthropic that desperately needed inference capacity. Many observers point to what looks like a contradiction: Elon Musk poured enormous capital into building Colossus, only to hand the core asset over to a direct competitor in Anthropic. Others read it as xAI capitulating because it is a "middling frontier lab." But these are surface-level reads. Look at the numbers and a different picture emerges. xAI today holds roughly 550,000 GPUs in total (on an H100-equivalent performance basis), and Colossus 1 (220,000 units) accounts for only about 40% of the total available capacity. Colossus 2 — built entirely on Blackwell — is already operational and continuing to expand. Elon kept the all-Blackwell homogeneous cluster (Colossus 2) for himself and leased out the older, mixed-generation Colossus 1. In other words, he handed the pain of rewriting the stack — the MFU-11% debacle — to Anthropic, while keeping his own focus on training the next generation of models. The real point, then, is this. Elon's objective appears to be positioning ahead of the SpaceXAI IPO at a $1.75 trillion valuation, currently floated for as early as June. The narrative SpaceXAI now needs is that xAI — long the "sore finger" — is not merely a research lab burning cash, but a business with a "neo-cloud" model in the mold of AWS, capable of leasing surplus assets at high yields. From a cost-of-capital perspective, an "AGI cash incinerator" is far less attractive to investors than a "data-center landlord generating cash." As noted above, the most important detail of the Colossus 1 lease is that it is for inference, not training. Unlike training, inference requires far less tightly synchronized inter-GPU communication. Even when the chips are heterogeneous, the workload parcels out cleanly across them in parallel. The straggler effect — the chief weakness of a mixed cluster — is essentially neutralized for inference workloads. Furthermore, with Anthropic occupying all 220,000 GPUs as a single tenant, the network-switch jitter (unanticipated latency) that arises under multi-tenancy disappears. The two sides' technical weaknesses end up complementing each other almost exactly. One insight follows. As a training cluster mixing H100/H200/GB200, Colossus 1 was an asset that could only deliver an MFU of 11%. The moment it was handed over to a single inference customer, however, that asset transformed into a cash-flow asset rented out at roughly $2.60 per GPU-hour (a weighted average of the lease rates across GPU types). For xAI, what was a "cluster from hell" for training has become a "golden goose" minting $5–6 billion in annual revenue when redeployed for inference. Elon's genius, I would argue, lies not in the model but in this asset-rotation structure. The weight of that $6 billion becomes clearer when set against xAI's income statement. Annualizing xAI's 1Q26 net loss yields roughly $6 billion in losses per year. The $5–6 billion in annual revenue generated by leasing Colossus 1 to Anthropic, in other words, almost perfectly hedges xAI's loss figure. This single deal effectively pulls xAI to break-even. Heading into the SpaceXAI IPO, this functions as a core line of financial defense. From a cost-of-capital standpoint, if the image shifts from "research lab burning cash" to "infrastructure tollgate stably printing $6 billion a year," the entire tone of the offering can change. (May 8, 2026, Mirae Asset Securities)

TESLA × SPACE-X "The Berkshire Hathaway of the 21st Century" A combined Tesla–SpaceX merger would create an unprecedented vertically integrated powerhouse spanning terrestrial energy, autonomous mobility, global logistics, and orbital infrastructure—effectively forming the Berkshire Hathaway of the 21st century but built on exponential-growth technologies rather than legacy cash-flow businesses. Unifying advanced manufacturing, AI, robotics, satellite networks, launch capability, and energy systems under one operating and capital-allocation umbrella would produce a diversified, synergistic ecosystem with moats no competitor could replicate. Such a merger would position the company as the core infrastructure layer of both Earth and space economies, making it a compulsory allocation for global investors seeking exposure to the next century’s dominant industrial and technological frontier. $TSLA is currently entering a high-conviction buy zone because it has officially broken out of a five-month falling channel, a technical shift that mirrors the consolidation phase preceding its massive 1,400% run in 2019. The stock is currently compressing within a macro ascending triangle and is sitting directly on a major trendline that has acted as consistent support since 2023, offering an attractive risk-to-reward ratio for entries. With the technical "apex" suggesting an imminent volatility expansion, a confirmed monthly candle close above the $483 resistance level would validate a blue-sky breakout, setting a technical measured move target of $1,100 per share. Investing in Tesla isn't just buying an EV car company; it's buying a stake in a diversified "physical economy" giant that scales global energy, orbital satellite networks, and the future of autonomous robotics and AI. You are essentially getting exposure to a vertically integrated tech empire that powers everything from the home to the stars. Tesla Products & Business Units ​Automotive: Model S, Model 3, Model X, Model Y ​Cybertruck ​Tesla Semi ​Tesla Energy: Megapack, Powerwall, Solar Roof, Solar Panels ​Tesla Bot (Optimus) ​Full Self-Driving (FSD) ​Dojo Supercomputer ​Tesla Insurance ​Supercharger Network ​SpaceX Products & Business Units ​Starlink (Residential, Business, Roam, Mobility, Maritime, Aviation) ​Starshield ​Starship ​Falcon 9 & Falcon Heavy ​Dragon Spacecraft (Cargo & Crew) ​Raptor & Merlin Engines ​SpaceX GPU/Semiconductor Division ​Major Contracts & Partners ​NASA Artemis (HLS) ​U.S. Space Force (National Security Space Launch) ​National Reconnaissance Office (NRO) ​Sourcewell Public Agency Fleet Agreement ​Terafab AI Joint Venture ​xAI (Integrated Partner) ​Cursor AI (Integrated Partner) To me this is a MANDATORY investment. ​We are at a historic crossroads where the "Physical Economy" meets the "AI Revolution." With SpaceX reportedly filing for a confidential IPO at a $1.75 trillion valuation and securing the rights to acquire Cursor AI for $60 billion, the gravity of Elon’s empire is becoming impossible for institutional capital to ignore. ​Whether these entities officially merge into a @elonmusk Megacorp or continue as a tightly integrated ecosystem, the technicals on $TSLA are clear: we are at the apex of a macro triangle. A breakout above $483 isn't just a price move—it’s the market finally pricing in the most dominant tech conglomerate of the 21st century. ​Accumulation Zone: $335.00 – $385.00 ​Thesis: This range represents a high-probability "Support Flip" and "Mean Reversion" zone. Following the breakout of the 5-month falling channel, the price is currently undergoing a structural retest of the descending resistance-turned-support. Invalidation Point: $330.00 (Weekly Candle Close) ​Thesis: A definitive breach of the $330.00 level signals a structural breakdown of the 4.5-year Ascending Triangle. ​Risk Management: A weekly close below this threshold invalidates the bullish macro-sequence, confirming that the trendline has shifted from support to resistance. At this point, the "Mandatory Investment" thesis is technically void, necessitating a full capital exit to mitigate downside exposure and prevent a "Value Trap" scenario during a potential move to lower liquidity zones.

China Tries To Assert Dominance Over Canada After Carney Trade Deal zerohedge.com/geopolitical/c…

Cutting taxes on Gas will increase inflation. Canadian media is terrible at propaganda! I can’t stop laughing!!! 🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣

Why Socialism Doesn't Work, Explained for a 10-Year-Old. You're in a class of 30 students. One kid works like crazy and gets an 18 average. Another does nothing and gets a 4. The teacher decides it's unfair and gives everyone the class average: 11. The one who had 18 stops working. Why bother if it changes nothing? The one who had 4 keeps doing nothing. Why work if you're handed 11 for free? The next year the class average is 7. Then 5. Then 3. The teacher doesn't get it. He thinks the problem is that the students aren't supportive enough of each other. So he starts punishing those who don't put in enough effort. He monitors everyone. He decides who studies what. He bans switching classes. That's exactly what happened. Every time. In every country. No exceptions. USSR, China, Cuba, Venezuela, North Korea, Cambodia, Ethiopia, East Germany. 40 attempts. Same result. Every time. Socialism punishes those who produce and rewards those who don't. Everyone ends up producing nothing. And when no one's producing anymore, the government uses force to make people work. It's not an accident. It's the design. - @brivael

MAJOR BREAKING: Pierre Poilievre went on Diary of a CEO Europe's No. 1 podcast and a top 10 podcast globally, boasting over 8 million YouTube subscribers. Joe Rogans Podcast was a WARM UP This interview BLOWS that one out of the PARK. THIS IS HUGE 🔥

Just created a complete workbook of AI infrastructure opportunities covering chip manufacturers, power companies and system integrators. For 24 hours, it's yours for FREE. Like comment "WORKBOOK" and I'll DM it to you. (must be following RT for priority)

A heartfelt plea to my fellow Canadians: The cognitive dissonance in Canada is off the charts. Nearly all objective metrics regarding the health of a country show our beloved Canada is a disaster. I would like to propose a radical idea, Instead of accepting what the media tells you, or what any politician says, from either side of the political divide, rely on objective metrics, and make decisions based on data and results. Data doesn’t lie, people do! This Information is readily available on OECD, IMF and other sites. Canada’s economic statistics are at the bottom of the OECD and is projected to be the worst performing country out of 38 OECD nations for the next 30 years. Crime has risen, your beloved social services have collapsed. Countries such as Mexico and Panama provide healthcare that far exceeds health care in Canada. The mainstream media would paint these places as scary, dangerous and unstable. But statistics don’t like. Google crime rates in places like Panama City, Panama or Playa Del Carmen, Mexico and compare those to large cities in Canada such as Winnipeg or Vancouver. What will you find when you do an objective data driven analysis of the crime rates? You will find the crime rate is twice as high in Winnipeg then Playa Del Carmen or Panama City. In other words you are twice as likely to be the victim of crime in a Major Canadian city. Why do they sensationalize the one story of something bad that happened to a tourist? Because they don’t want you to know the truth, the truth is we have been gaslit for over a decade. We have been told we are amazing, best economy, best health care, smartest people. But the fact is my friends, that is the furthest thing from the truth. My advice is to travel. See how much better it is in other countries. Trust data, not words. Travel and trust your own experiences, not the media. The reason we have been misled and gaslit is because they don’t want us to leave Canada. I’m sorry to be the messenger of hard truths, but the Liberal Government views as cattle to be milked for taxes. Their Ponzi scheme of buying votes with social programs and handouts collapses if they don’t keep growing the population and the tax base. That is why they are bringing millions of immigrants in at all costs, because their Ponzi would collapse without it. They are sacrificing any chance at a future where Canada is prosperous for short term political power. History teaches us that centralizing control, and making people reliant on social handouts to survives always leads to a devastating collapse of that society. So what benefit does the government get from going down this path? They get to play the virtuous hero that is willing to expand social programs and support Canadian Families who cannot support themselves. There would be nothing wrong with this, except for the truth, and their actual motivations. How do you exert complete and total control over a population without firing a shot? You make the population reliant on you to survive, to put food on the table, to feed your children. What would you do to feed your child? The answer is anything. Canada’s decline is not accidental. It’s a managed decline that is designed for totalitarian control over civilian populations. How do you think the Soviet Union, the Cuban revolution and other socialist and communist schemes gained momentum? Empty promises of an unattainable utopia. Most importantly, study history, nothing here is new, it’s happened many times throughout history. It ends in famine, poverty, hyperinflation, and totalitarian governments who attempt to hold on to power at all costs, because at this point the population knows they have been duped. I’m sorry to say, Canada is a world leaders in suicidal empathy (@GadSaad), confirmation bias, group think, and cognitive dissonance. Study history, trust data, not words!

🚨🇨🇦 Carney says “Canada thrives because we’re Canadian.” 😆 The IMF says otherwise. 📉 GDP per capita growth (2014–2024): 🇨🇦 0.5% - dead last 🇺🇸 20.7% 🇩🇰 18.9% 🇪🇸 17.8% This isn’t patriotism vs pessimism. It’s numbers vs slogans. Someone is lying to Canadians @MarkJCarney and the chart isn’t.🙄 @MarcNixon24 @MelissaLMRogers @JayGenXer @mario4thenorth #cdnpoli #Canada #Economy #Carney

Pierre Poilievre does a sex JOKE Liberals won’t like it but everyone will find it hilarious 🤣

Made by @grok Imagine @sminston_with your 🦀 model is hopelessly outdated, behold the “Parabolic Quantile Agression Shark Model” 🦈 🦈🦈

Get my TradingView indicator — FREE access 🎯 1⃣ Share this post 2⃣ Drop your TradingView username in the comments. I’ll grant you access as soon as possible, and it’ll show up in your Invite-only Indicators tab on TradingView. (I'll show you in the reply below 👇)

📈 Bitcoin ETF's are seeing massive inflows, a trend that began in mid-April. Over the past 5 weeks, there has been a net inflow of $6.63B across $BTC ETF's. This is historically a bullish sign for future price movement. @santimentfeed ETF Dashboard 👉 queries.santiment.net/dashbo…

Why did Mark Carney “suspend” his campaign and return to Ottawa? Because he is really bad at campaigning and gets angry at journalists asking fair and basic questions. Like yesterday. He’s touchy on China. He’s touchy on his investments and taxes. Why?

What happened Canada? 🇨🇦

Canada On April 28th, remember what life was like under a Conservative government This was from the New York Times in 2014, months before the Liberals came into power:

NOT EVEN CARNEY'S PAID OFF MEDIA CAN STOP THIS! 🌊🌊 This is a tsuanmi movement.