$SMCI will be my last all-in long hold position prior to @anduriltech going public. Once that’s occurred I will sell my equities and commodities physically and digitally to go all-in on @anduriltech Don’t make it complicated. This is the obvious path.

🚨 Gavin Newsom’s wife was laundering herself so much money from her NGO she was actually in the top 5% for pay from all charities in the entire nation But that’s not all, Gavin Newsom “bought his $3.7 million Sacramento estate, it was done through an LLC, but that LLC doesn't seem to have appeared on his tax returns — There’s a lot of questions” “He’s released at least partly to journalists in closed-door viewing sessions, his tax returns. And if you look at that, his income, it's about $1.2 to $1.4 million a year. And it just doesn't add up for all of his expenses. He's got massive mortgages, $625,000 in mortgage payments and he's got at least $1 million in living expenses, and the two just don't add up” “When I had a look at Jennifer Newsom's charity, I found that she was paying herself since 2012, $3.7 million. And this is a lot of money when you look at the amount that the charity brings in. It's sort of $1-$1.7 million a year. And she's paying up to a third of that to herself and her own company—$300,000 a year. Now, I did a bit of data analysis looking at what charities that size usually pay their executives, and she was in the top 5% of all charities in the nation for pay” In the video I included more instances where Gavin Newsom laundered money to his wife - $1 million to block a casino project - $5 million to an office for his wife that he created - He sent $300,000 from his donor PG&E to his wife’s NGO And more, it never ends. They need to go to jail

$SPCX is looking to raise $40B of debt to buy $NVDA chips as it scales AI compute without issuing more stock. If that capacity rents anywhere near ~$50 per watt then SpaceX can use debt to fund another cash generating layer across launch, power, connectivity & compute.

President Trump is set to award Elon Musk the nation’s highest honor for scientific and technological achievement on Thursday. The recognition comes as Musk’s companies expand across space, AI, energy, robotics and transportation.

$AMD CEO Lisa Su is heading to Korea to secure HBM4 supply from $SKHY and Samsung as MI450 ramps with 432GB of memory per GPU. That makes HBM supply a big piece of AMD’s 2027 ramp while Samsung’s push for a major AI customer gives Su more leverage on allocation.

D.A. Davidson expects $MU to nearly triple to $3,000 saying “If you don’t buy it, they will” as memory stays tight through 2027 and 2028. The interesting part is they see de-specing as bullish because customers cutting memory to ship more systems today can create even more demand later when they try to restore performance. The note basically argues Micron will stop trading like a normal memory cycle and rerate toward ~20x earnings as long-term agreements spread across $AMZN, $MSFT, $GOOGL, $NVDA and $AAPL.

BREAKING: SpaceX, $SPCX, is in talks with banks and investors to raise $40 billion of debt to buy chips from Nvidia amid "insatiable demand" among AI developers, per Bloomberg. The company is seeking to raise about $10 billion in bank loans and $30 billion in investment-grade debt to pay for the chips. The AI Revolution is even stronger than most people realize.

so what. if you had $180k in the sp500 since 2016 it'd be 750k today.

BREAKING: US business spending on computers and peripheral equipment, a key GDP measure of AI CapEx, jumped +$20.5 billion in Q2 2026 to a record $420.1 billion. This includes spending on physical computing hardware, including servers, data storage, personal computers, and peripherals, making it a useful proxy for AI-related hardware investment. This marks the 6th consecutive quarterly increase, totaling +$233.6 billion, or +125%. Since Q3 2023, spending on computers and peripheral equipment has nearly tripled. Furthermore, this metric does not fully capture AI CapEx, including AI data centers, communication equipment, and software. The AI investment boom is reaching unprecedented levels.

Mass exodus out of Leander and cedar park texas! @Saltytattoomom Subscribe to our free newsletter - Nicksrightpodcast.substack.c… Use the code NRP for a free month on us with Patriot Mobile! They will even pay off your phone up to 1500 dollars! Click the link - patriotmobile.com/nrp Full episode is on YouTube - youtu.be/crmXoqug8QI?is=jROc… #news #foxnews #conservative Rumble - rumble.com/v7gdpwa-live-ai-i… Apple Podcast - podcasts.apple.com/us/podcas… Spotify - open.spotify.com/episode/6ox…

Artificial Analysis has been given access by Reflection and is independently benchmarking Beam Early indicators suggest Beam will be one of the most token-efficient open models we've seen for its level of intelligence. Congratulations @reflection_ai on the announcement!

Reflection just launched Beam which is a 501B open weight model for coding, reasoning and agents that it says can match GLM-5.2 while using ~4x less inference compute. The more interesting part is RL used 10,500 $NVDA GB300s versus 6,144 for pretraining and generated 100M+ rollouts showing agent training is becoming a huge inference workload. That helps explain why Reflection locked in $7B+ of compute across $SPCX and $NBIS through 2029 while positioning Beam as a U.S. open model for enterprises and sovereign AI.

Introducing Beam: a highly efficient agentic open model with 501B total parameters and 23B active. - Frontier reasoning efficiency - Advances the Western open frontier on coding & agentic tasks - Trained end-to-end from scratch Full weights release this month. Learn more about Beam: reflection.ai/beam

Banks seize 42% more homes as Americans fall behind on mortgages - with one state hit the hardest trib.al/VhRUhxs

RT @Osint613: GRAPHIC WARNING: Houthi terrorists getting absolutely destroyed by the Saudi backed Giants Brigades in Yemen today. https://t…

There’s a near zero percent chance I’d be short this market.

USAID engaged in election interference and regime change around the world, causing massive strife

The share of gasoline cars in global vehicle sales fell below 50% for the first time ever. In the first half of this year, sales of gas-powered vehicles, excluding hybrids, slumped by 10% from a year earlier, to 20.25 million cars, and their share of total global automotive sales fell by 3% to 49%. As many as 90 countries saw annual growth in EV sales in the first half of the year. finance.yahoo.com/energy/art…

HILTON: $928 Million for Solar Panels Went to Ballot Harvesting "A hundred million a year since 2015. By 2025 that's $1 billion. The invoices for actual solar panels were $72 million. $928 million went to nonprofits doing 'environmental justice.' When you look at what that is, it's voter registration and ballot harvest. And that's what the scam is."

$PLTR operating profit is expected to more than 4x to ~$11B by 2028 as AIP moves deeper into production with very little incremental cost. Its a great example of how Palantir’s ontology gets embedded deeper into how customers actually operate so as AI agents move into real workflows the software gets stickier while more of each incremental dollar can drop to profit.

40ish % is what several of us have found. I’ve looked at over 800k at this point, 40% are labeled as white.