LtCol, USMC

U.S. Marine (Ret). FFRDC research analyst/scientist—naval tactics and integration. Love this country and its extraordinary achievements. MAGA

[LtCol, USMC @BenbowRobert]

Reference

[Wyze @WyzeCam]

Your window is a security camera now.

No drilling. No wiring. No outdoor outlet.

Just stick the Wyze Window Cam to the glass and watch your driveway from your couch.

[LtCol, USMC @BenbowRobert]

Reference

[Molly O’Shea @MollySOShea]

David @friedberg says billionaires didn't cause the wealth inequality gap:

"People think there's this small cabal of people that have everything in America."

The reality:
› $183 Trillion: Total net worth of Americans
› $8 Trillion (4%): Net worth of billionaires
› $4 Trillion (2%): Net worth of bottom 50%
› $170 Trillion (93%): Net worth of middle class

"So it is true that the billionaires have 2x as much as the bottom 50%."

"But it's $170 trillion that the middle class of America has."

" So the middle class is really where all of the net worth in America accumulated."

"Yes, there's an ultra-rich group that has a lot of assets, but this is really what won in America in the last half century—that middle class. But the problem is the bottom 50% left behind."

"That's I think, what is really driving and motivating this socialism today."

"While there is wealth inequality, the statistics are a little bit different than what everyone groks."

[Molly O’Shea @MollySOShea]

David @friedberg reacts to @JTLonsdale saying he would pay 90% in taxes if it meant the US would become a functioning society:

"Right.. if your money goes to something good."

"But as soon as you let the government take it, it gets destroyed in the system."

"It's like a fucking shredder of money."

"You're taking all your money, you put it in the paper shredder, and then you get like a little bit out and it's damp and covered in coffee grounds and you're like, 'Okay, I got my value back.'"

"That's what the government is."

[Kyle Reidhead | Milk Road @KyleReidhead]

The market is massively underestimating SpaceX's revenue potential (according to @GavinSBaker)

"If they bring on three gigs next year at their announced monetization rates, that's $150B of revenue that's not in the model."

What most are missing is that SpaceX is probably the best in the world at monetizing gigawatts of installed power

They have the best margins and they can build this faster than anyone else. the potential for revenue from their compute business is massive

Yet most of the models focus on rocket launches and starlink, which are both great businesses and both likely to accelerate next year too

but its the compute business that the market seems to be missing

$SPCX currently sits around $120 and most analysts are pricing the stock closer to $200, but even that is missing the potential from the compute business

If SpaceX nails the compute business, then I think most analysts will be raising this stock much higher

Over the next year we could see meaningful growth in the rocket launch business, Starlink, compute and who knows whats possible with xAI now that they have Cursor under the hood

Yes, the unlock are a concern, but at $1.5T market cap, thats becoming less relevant

I haven't bought SpaceX yet, but Milk Road PRO members know exactly when I'm looking to start buying and building a position

SpaceX starting to look real good here

[WWG1WGA🇺🇸♥️ @WWG1WGA_QQ]

🚨 WOW! VP JD Vance CALLS OUT Supreme Court Justice Amy Coney Barrett for upholding birthright citizenship for illegal aliens

REPORTER: Some conservatives are angry with Barrett. Are you one of them?

VANCE: "Do I think she made a mistake in the ruling? I do! I don't know how ANYBODY can say that if a person who is an illegal alien or a person, for example, who's pregnant and comes to the United States on a vacation, they have a baby and all of a sudden their entire family gets the benefits of American citizenship?!"

"I DON'T think that's what the framers of the 14th Amendment had in mind. I don't think it's the right case."

"But look, it was 5-4. Sometimes the Supreme Court makes mistakes. We're going to try to correct that mistake, but nobody's perfect, including the Supreme Court."

[Milk Road AI @MilkRoadAI]

Tom Lee just went on CNBC and said buy every dip in Korea, SK Hynix, and Samsung and here is why he is right (Save this).

SK Hynix controls approximately 60% of the global HBM market and reported an operating margin of 72% in Q1 2026 and its entire HBM supply through 2026 is fully contracted.

The selloff is technical driven by Korean retail leveraged ETF mechanics not a deterioration in the underlying business.

The ADR listing is the structural event that changes the stock's trajectory.

SK Hynix listed on Nasdaq under ticker SKHY on July 10, raising $29.65 billion, the largest foreign ADR offering in history, surpassing Alibaba's 2014 debut.

Until this listing, most American institutional capital was categorically unable to own SK Hynix.

Pension funds, index funds, and insurance companies operating under US listed only mandates had no direct path to the dominant AI memory company in the world and that changes overnight.

SK Hynix trades at 6.2x forward P/E versus Micron's 7x, despite holding the superior position in HBM and that discount closes as passive inflows materialize.

The core argument across all of it, unless memory and semiconductors are no longer central to AI and there is no replacement in sight there is no reason to be worried about Korea, SK Hynix, or Samsung.

Every dip is buyable and Milk Road Pro members are up massively on these trades, come join Milk Road Pro for just a dollar using the link below to get our full trades.

[Andy Stumpf @AndyStumpf77]

Matt Bissonnette grew up in a remote Alaskan village, read every SEAL book he could find, and made it all the way to SEAL Team 6. Fourteen years in the Navy, 13 straight combat deployments, team leader at the command, and one of the operators on the third floor of the bin Laden compound. In 2012, writing as Mark Owen, he published No Easy Day — and spent the next decade paying for it. The DOJ came after him for skipping pre-publication review, took every penny the book made, and left him on a 15-year payment plan.

We get into what he actually saw that night in Abbottabad, the audio-recorded debrief, and why the competing narratives don't hold up tactically. Then the aftermath: 10-hour DOJ interrogations, being cut off from his own community, and getting to the point of putting a gun to his head.

We also cover the hypocrisy of leadership selling their own stories, the award system, funerals he couldn't attend, and why he's now raising Wagyu cattle and self-publishing his third book, No Easy Way.

No Easy Way: https://t.co/tufHvO0Ik2

Join the Cleared Hot newsletter: https://t.co/tDnbV7mzkv
Take the Operator Code Assessment: https://t.co/0RKqBnhRde

[Yarchi @undefinedKi]

An ex-Google Search engineer quietly built a $7.2B company almost nobody outside tech has heard of. And he just gave away the whole playbook

His main rule: Make the AI giants work for you

Arvind Jain helped build Google Search. Then he watched his own startup grow and productivity collapse, because nobody could find anything across Slack, Drive, Salesforce, Jira. So he built the search engine again, this time inside the company.

That's Glean. Under the hood, it's RAG. The model knows nothing about your company, so you retrieve your company's context and let it answer from that, with the source attached.

The part he admits out loud: Glean doesn't train models. On purpose. Let OpenAI and Anthropic burn billions there. Spend your engineering time on the retrieval layer nobody else wants to touch.

$100M ARR, then $200M, then $300M in 16 months. Valued at $7.2B.

An entire $7.2B company built on the system in the article below.

Bookmark this

[LtCol, USMC @BenbowRobert]

@Sabiha1278 It may be a problem if you are truly 66 and born in 1973. Do the math.

[Khairallah AL-Awady @eng_khairallah1]

Anthropic engineer:

"You're not supposed to prompt Claude. You're supposed to build a system that prompts itself."

In 45 minutes she shows exactly how to build an agent that improves itself.

Most people are still doing all of this by hand.

Watch the session, then save the guide below.

[Khairallah AL-Awady @eng_khairallah1]

this is f*cking gold

Andrej Karpathy joined Anthropic five weeks ago.

A friend on his team just showed me the exact LOOPS.md file he actually uses.

I dropped it into my setup. The very first response was different.

Not slightly different. Completely different.

Claude stopped giving generic answers and started working exactly the way I think.

You don't talk to the model anymore. You build the system that talks to the model for you.

Bookmark it before it gets lost in your feed.

Read it now, then check the article below.

[Anatoli Kopadze @AnatoliKopadze]

Anthropic engineer:

"You can build 5 assistants in one afternoon. Each one handles a task you've been doing manually every single day."

In 45 minutes he shows exactly how to do it from scratch, step by step.

Most people are still doing all of this by hand.

Watch the session, then save the guide below.

[LtCol, USMC @BenbowRobert]

Claude workshop

[Anuj @anujcodes_21]

🚨Anthropic just showed a 24-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now.

[LtCol, USMC @BenbowRobert]

Claude Analysis of Excel Workbooks

[Oliver Crest @OlivercrestAI]

🚨 Claude can now do the Excel work most teams hire analysts for.

Analyze spreadsheets.
Generate formulas.
Build dashboards.
Find hidden insights.
Create executive reports.

All from a few prompts.

Here are 8 prompts that turn Claude into your personal Excel expert 👇🧵

[LtCol, USMC @BenbowRobert]

Claude learning ladder

[Rahul @sairahul1]

stop asking Claude one question and thinking you understand the topic. you don't.

this 6-prompt system below was built to fix exactly that. peer-reviewed learning science. zero fluff. open prompts.

the trick: don't just read AI answers. force the AI to map you, test you, compress you, and correct you.

> the ladder: where are you actually starting from?
> the 20-hour plan: what's the 20% that gives 80% of the result?
> the examiner: what do you think you know that you don't?
> the cheat sheet: can you explain it in 5 minutes flat?
> the curator: which 5 resources actually matter?
> the feynman loop: can you explain it to a 12 year old?

6 prompts. 20 minutes. no software. no GitHub. just paste into Claude.

single questions give you what you already half-know.
this system gives you what you'd otherwise never catch.

this article has all 6 prompts ready to copy. pick your hardest topic. paste prompt 1. you'll understand more in 20 minutes than people who spent days reading.

[LtCol, USMC @BenbowRobert]

Claude Looos Explained

[Anatoli Kopadze @AnatoliKopadze]

NVIDIA CEO, Jensen Huang:

"Nobody writes prompts anymore. The new job is to write and handle loops."

This is the shift that's going to define the rest of 2026.

53 minutes of pure insight from one of the richest men on earth.

Watch it, then read the full guide on how to actually use loops below.

[LtCol, USMC @BenbowRobert]

Reference

[Swati Gupta @hrswatigupta]

🚨Anthropic just showed a 24-minute workshop on how to actually write prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now!

Then read the article below on why the U.S. just forced Anthropic to shut down access to its most advanced AI models globally.

[LtCol, USMC @BenbowRobert]

Reference

[Eric Smith @Eric_Smith08]

THAT'S WHY AIRLINES HATE CLAUDE 4.6

Flight for $879. I paid $299.
No points. No affiliations. No VPN.

Here are 8 prompts I used to travel like a pro↓

[Ishika Rawat @Ishh_021]

🚨Anthropic just showed a 24-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now.

[Khairallah AL-Awady @eng_khairallah1]

Anthropic pays $750,000+ a year for engineers who can build LLMs from scratch.

Not how to prompt them.
Not how to fine-tune them.
Not how to build RAG pipelines.

But how to build them from scratch.

This 2-hour Stanford lecture teaches you everything.

Scaling laws.
Data collection.
Architecture design.
Post-training alignment.

Free. From Stanford.

Watch first. Then read this.

The lecture is the theory.

full guide in the article below