Movie critic, shareholder advocate; Contributing Editor at @ebertvoices; #corpgov #movies @miniverpress @valueedgeadvsrs @moviemom @awfj @criticschoice @wafca

Joined April 2007
10,403 Photos and videos
Nell Minow (she/her) retweeted
Emil Bove told career prosecutors: sign this motion and you'll be promoted. The person who signed now runs the section. Bove told Congress he didn't do that. Barrett has the recording. Barrett talked to people who watched Bove testify. They believed he wasn't telling the truth.
"The Department of Revenge" pulls back the curtain on President Trump’s Justice Department and the way he has used it as a tool to settle political scores. to.pbs.org/3QC7e0r
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Nell Minow (she/her) retweeted
On Wednesday, Anthropic told 50,000 contractors across 56 countries to start using Claude. On Friday, the United States government told Anthropic that no foreign national on earth was allowed to touch its two most powerful models. Same company. Same week. Read the two announcements back to back and you are watching the global AI economy and the national security state collide in real time. Here is what actually happened, stripped of the panic. The models are Fable 5 and Mythos 5, the most capable systems Anthropic has ever shipped, live for three days. At 5:21 on Friday evening, Commerce Secretary Howard Lutnick sent an export control directive citing national security. It barred access by any foreign national, inside or outside the United States, including Anthropic’s own foreign-national employees. Because a company cannot reliably sort its users by citizenship in real time, the only way to comply was to switch the models off for everyone, everywhere. The most advanced public AI on earth went dark worldwide because of a clause in a letter. The internet immediately decided this meant green-card holders, including a famous foreign-born researcher, were locked out of their own lab’s models. That part is almost certainly wrong, and the error matters. Under the same export law the directive draws on, a green-card holder is a US person, not a foreign national, and the deemed-export rule explicitly does not apply to permanent residents. The people actually swept up are visa holders. H-1Bs. The engineers on temporary status who hold up a huge share of every American AI lab. Now hold the two announcements together and the absurdity sharpens. The trigger, by Anthropic’s own account, was a single demonstration where the model was asked to read a codebase and fix its flaws, and it surfaced a handful of previously known, minor vulnerabilities. That is the capability. Finding bugs in code, the thing defenders do every day, the same kind of work a researcher used two weeks ago to catch a four-year-old hole in Zcash before it could be drained. Anthropic says the identical task runs on OpenAI’s GPT-5.5, which sits under no control at all. One lab’s model is pulled from the entire planet. A rival’s model, doing the same thing, stays online. This is the contradiction the United States has not resolved and is now living inside. It wants its champion labs to win the world, so it blesses a deal to push Claude to 50,000 workers across 56 countries. It wants those same models treated as munitions, so it bars every foreign national from the strongest ones. You cannot run an export regime built for physical weapons and classified blueprints on a product used by hundreds of millions of people in every country at once. The two goals are now openly at war, and a frontier model is the battlefield. Step back and the pattern is the one that keeps repeating. A zero-knowledge proof hid a four-year flaw. A clean audit hid a redemption gate. And an export rule written for missiles turns out to have no clean answer for who, inside a global company, is even allowed to use the software. The safest lab in AI shipped its most powerful model, signed its biggest global deal, and got that model switched off by its own government in the same week, over a bug-finding trick a competitor runs untouched. Anthropic calls it a misunderstanding and says it is working to restore access. As of now the models are dark, the contradiction is not, and the kill switch turned out to belong to the state.
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Nell Minow (she/her) retweeted
Agree, but this ain't that. This (Space X) is the apotheosis of a massive 30-year financial bubble fueled by the central bank money-printers, whose relentless fiat credit emissions have turned Wall Street into a wild west gambling hall. There is no rational universe in which a company with $18 billion of revenue and NEGATIVE $17 billion of free cash flow is worth the $2 trillion market cap it reach in yesterday's first day trading frenzy. This kind of barking insanity does not better humanity in any way, shape or form.
Elon Musk deserves to be the world's first trillionaire! All of his capital is productively focused on bettering humanity From space travel, electric cars, robotics, free speech, AI & energy Socialism cannot replicate it; only capitalism creates as much prosperity for all! 🔥
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"Flag Day" is a modest but meanginful documentary about the biggest Flag Day parade in the US, in tiny Three Oaks, Michigan. rogerebert.com/reviews/flag-…
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Nell Minow (she/her) retweeted
🚨 NEW: As Wall Street prepares for SpaceX’s record-breaking IPO, regulators quietly gave brokerages relief from a key rule meant to protect customer cash if firms go bankrupt. Experts warn everyday investors could be exposed to more risk in Musk’s Wall Street moonshot.
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Nell Minow (she/her) retweeted
SpaceX's valuation has risen ~150x since 2015 — from ~$12B to $1.77T at today's IPO. Increases that steep are rare. This one outruns the fundamentals: ~90–105x revenue on ~$19B of sales, and still lossmaking (–$2.6B operating last year).
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Jun 12
Everybody should watch this video. These Trump voters are exactly the sort of people that Dems are trying to reach with the polling and research in red House districts that I report on here. What they say syncs neatly with what the research shows: newrepublic.com/article/2116…
Morning Joe interviewed 3-time Trump voters who have become disillusioned: "It's been two years now. You said you'd bring down the grocery prices. I must be the most angry person when I grocery shop." "He's backtracked on every single pitch point he had during his election ... I'm not a big supporter of him at this point"
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Nell Minow (she/her) retweeted
I'm blown away by this EXCELLENT piece of @CNN reporting. This journalist @katie_polglase demonstrates how to conduct interviews with Epstein associates. She had this guy sweating, because she did her homework. Bravo. (Worth getting through the ad to watch.)...cnn.com/2026/06/11/world/vid…
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Nell Minow (she/her) retweeted
The "Trump Kennedy Center" apparently repeatedly ignored the terms of a contract with the Washington National Opera, locked the WNO out from viewing their own financial records, and is now refusing to return$17 million of their own money — and even already spent some of it!
Breaking News: A lawsuit claims Kennedy Center officials have refused to release $17 million the Washington National Opera says it is owed. nyti.ms/3Snmn6l
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Nell Minow (she/her) retweeted
BREAKING: In a shocking maneuver, Senate Republicans just BLOCKED a Democratic effort to BAN federal troops from entering polling stations or seizing ballots or voting machines. Makes you wonder what they’re planning this November…
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Nell Minow (she/her) retweeted
SOMETHING VERY BAD IS HAPPENING SpaceX went public this morning. The biggest IPO in history. $75B raised. Done. The market keeps pretending nothing changed. But the math is now exposed. OpenAI and Anthropic at $2.1T. SpaceX at $1.77T. Combined, nearly $4T sitting in pre-revenue narratives. $450B burned per year across AI. Against $50B in actual revenue. SpaceX itself just reported a $4.2B net loss in Q1 alone. $41.3B accumulated deficit. The entire AI bull case depends on one assumption. Inference gets cheaper. It's not. Memory is getting expensive. Compute is not scaling fast enough. Inference is not falling the way the models predicted. The loop is obvious. OpenAI funds Microsoft. Microsoft funds OpenAI. Nvidia invests in companies that buy Nvidia chips. SpaceX just raised $75B from retail. Insiders sit on $1.6T in paper wealth. Waiting to dump. The signs were everywhere. Everyone calls it growth. I call it the final stage of mania. In 2000, companies added ".com" to the name. Nasdaq collapsed 80%. The dump is now mechanical. July: QQQ rebalance forces selling of everything else. September: lockup #1 expires. Insiders sell into the inflated bid. December: lockup #2 brings a bigger wave. If you've been following me, you already caught the $16K bottom and the $126K top. The next call is coming. And bubbles don't warn you before they break. Follow me and turn notifications on.
AI BUBBLE IS BIGGER THAN DOTCOM. Shiller CAPE: 42.32. Last seen in 1999. Buffett Indicator: 229.9% vs 146% in 2000. 1.6x worse. Top 10 stocks: 41% of S&P vs 23% in 2000. Margin debt: $1.28T = 4.1% GDP vs 2.7% in 2000. Margin debt peaked Jan 2026 and dropped 4.5% in two months. S&P dropped 5.9% in the same window. Last time margin debt rolled over before the market? 2000. 2007. In 2000, Lucent helped finance customers who bought Lucent equipment. In 2026, Nvidia invests in companies that buy Nvidia chips. Same loop. Different label. Buffett is sitting on $325B in cash and selling stocks. He is reading the same math. One bad earnings report on AI spending and the repricing starts. With 41% of the index in the same trade, there is nowhere clean to hide. When the next move becomes clear, I'll post it here first. Follow and turn notifications on.
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Nell Minow (she/her) retweeted
Amazing: KPMG wrote a report describing the successful use of AI by businesses. But the case studies turned out to be AI hallucinations. giftarticle.ft.com/giftartic…
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Nell Minow (she/her) retweeted
BREAKING: Judge Angel Kelley blocks Interior Sec. Doug Burgum's “Restoring Truth and Sanity to American History” Order as "a dangerous precedent of censorship and sanitization" and orders DOI to "restore and reinstall" removed materials "forthwith." ORDER: storage.courtlistener.com/re…
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Nell Minow (she/her) retweeted
Elon Musk held up a chainsaw, fed USAID into the wood chipper, and at least 600,00 people have already died as a result - two-thirds of them children. History's first trillionaire.
Elon Musk has become the first trillionaire in history.
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Nell Minow (she/her) retweeted
BREAKING: Donald Trump just filed his emergency stay in the DC circuit to keep his name on the Kennedy Center & it is batsh** crazy He clearly wrote big pieces himself We have filed our opposition, fighting for the rule of law & the American people
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Nell Minow (she/her) retweeted
DO NOT FALL FOR IT Today SpaceX goes public at $1.75 trillion In the last 20 years the overwhelming majority of hyped IPO's were a DISASTER in first year SpaceX is 10x hyped and 20x a big IPO's valuation Meta: −30% in the first year Uber: −25% in the first year Rivian: −60% in the first year Coinbase: −55% in the 1st year (since day 1) It is not designed for retail to win You buy at the top, early investors are up 100x to 1000x Bankers will win, investors will win, early employees will win AT YOUR EXPENSE SpaceX is a great company, and you'll easily buy it at a discount in the next 365 days Just be patient
Jun 11
JUST IN: SpaceX valuation nearly equals the combined value of every major US IPO since 2000
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Nell Minow (she/her) retweeted
The “winners” of a rigged game: Elon Musk: $750 billion Valor Equity Partners: $75 billion Google: $12 billion Luke Nosek: $5 billion Gwynne Shotwell: $1.9 billion Bret Johnsen: $1.4 billion Ira Ehrenpreis: $205 million Tax the rich.
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Nell Minow (she/her) retweeted
For those wondering: I am not buying SpaceX. I am not shorting SpaceX. I am staying the F away. Why? Because the “float” is so thin, it’s easy to manipulate the stock. (If you don’t know what that means, you are definitely in for a ride.) I want no part of it.
SpaceX’s IPO offered a mere 4.3% float, leaving only a small fraction of shares tradable on Day One One of the lowest free floats in IPO history $SPCX For additional context Google (2004 IPO): ~18% Facebook (2012 IPO): ~18% Alibaba (2014 IPO): ~15% Saudi Aramco (2019 IPO): 1.5%
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Nell Minow (she/her) retweeted
🚨 THIS IS HOW THE SPACEX IPO WILL ACTUALLY PLAY OUT Day 1 opens with a pump Retail buys the hype Insiders sell into it That's not a prediction - that's every major IPO in history Then comes 6 months of slow bleed while retail holds and hopes Then hype dies Everyone who bought Day 1 is underwater That's when institutions quietly start accumulating at the price they actually wanted No, no! Not at $1.77T valuation At whatever the market decides it's actually worth There are two ways to play this Buy the launch and hand insiders a perfect exit Or wait 6 months until nobody is talking about SpaceX anymore - and buy from the people who bought from the insiders And today, that price is $1.77 trillion You know what to do! If you've been following me closely you knew when and why S&P 500 would start correcting Many of my followers also took profit from the GOLD pump The next stock market updates will be the most important ones The reason is simple - we're entering a correction phase Turn on notifications and you'll realize how much valuable info you've been missing by not doing it sooner
Jun 12
BREAKING: Our traders forecast Elon Musk to be worth $1.46 trillion this year — an all-time high
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