Jensen

Did you know that cats can make one thousand different sounds and dogs can only make ten? Cats, man. Not to be trusted.

[Jensen @CallMeGlib]

This is going to sound terrible.

I despise the word "hope". That sounds awful, right? How could I dismiss such a positive word. Hope.

What is it? A positive idiom to which society tells us we should all cling as tightly as possible?

[Matt Walsh @MattWalshBlog]

This is so devastating. Imagine being a black parent tonight. How do you protect your children? If they go out and stab just one person, they might go to prison. It’s like a black man in America can’t even murder anyone anymore. Unimaginable. Jim Crow all over again. I’m furious.

[Jensen @CallMeGlib]

@Notwokenow

[Jensen @CallMeGlib]

@BuzzPatterson I’m in. And I second the Loveless Cafe idea. Their event space is nice.

[Tom Collins @SeismicSquatch]

Lemme get this straight - on America’s 250th Anniversary year we have:

1) Section 702 of FISA enabling warrantless spying on Americans

2) Section 224 of the ‘27 NDAA near irreversibly integrating Israel into our military tech and systems

3) Section 602 of the NDAA integrating Israel into US intelligence, making it very difficult to disentangle without clearing significant legal hurdles

4) Antisemitism speech laws in 38 states preventing speech against Zionism and criticizing the Israeli government’s genocide?

Sincerely, what the fuck is this?

[Jensen @CallMeGlib]

@MarshaBlackburn Someone needs to make the case to the American public about why it cannot be passed as is. There’d better be a damn good reason.

[Jensen @CallMeGlib]

@FirstSquawk A whopping 17…

[Jensen @CallMeGlib]

@Julio_Rosas11 @WVmotoguy The thing is - we don’t particularly like “what it is today”.

Those 40 million or so can go back now.

[Degen CPA @DrewVento]

Fun Fact: Human males are the only species that mates with their natural predator.

[Jensen @CallMeGlib]

@NoahsArk___ @GlobalBoxOffice $60 for two tickets to see this kind of slop.

The cunts are the movie industry.

[Blue Lives Matter @bluelivesmtr]

You all hear about dual citizen Jamshid Ghomi? Dude rocked a $35M mansion after sending 250 tons of tech sent to Iran's nuclear program.

He's also the same guy who effectively claimed poverty on his taxes.

Now that he's sold our secrets to our enemies, the FBI is taking the mansion. THIS is the level of evil we're facing.

#thinblueline #lawenforcement

[Chief_Engineer @ChiefEngineerCE]

A Letter from Gen X

I’ve read the letter from Gen Z from early this morning and the response from the Boomers around noon today.

As someone born in the late 70s, I sit right in the middle. We watched our parents get laid off in the 80s and 90s. We saw pensions disappear and loyalty to companies punished. We entered the workforce during multiple recessions and the beginning of mass offshoring. We were told to “just go to college” right before tuition exploded and wages stagnated.

We are the generation that saw the betrayal in real time and still tried to play by the old rules.

To Gen Z: Yes, it got harder. The ladder was pulled up. The social contract was broken. Many of us feel the same anger you do.

To the Boomers: Some of you fought it. Many of you did not. Too many went along with the cheap labor policies, the trade deals, and the open border experiments because it made their 401(k)s go up and their house values increase. You benefited from the system even as it started to crack.

We Gen Xers are the ones who had to adapt. We became cynical early. We watched both parties sell us out. We saw our parents’ generation get discarded and decided never to fully trust institutions again.

The truth is simple: The generations before us built something great. Then politicians and global interests slowly sold pieces of it off. Each generation since has inherited less of the original promise.
We don’t need more blame. We need to stop the bleeding.

The country still has incredible potential, but only if we quit pretending the last 40 years of policy were accidental.

A tired but still fighting Gen X

[OddStats @OddStats]

HOLY. FUCKING. SHIT.

You know those terrifying charts that show how "right now" looks sorta like some scary time in the past? Well, this one is a fucking doozy.

The blue line below is the most recent 67 days. The red line is statistically the single most similar 67 day period in stock market history...early Summer 1929. I shit you fucking not.

And you're thinking..."hey, we still have time until it peaked back then." Sure do. And when does that 1929 peak correspond to 2026?

How about *exactly* July OpEx (7/17/26).

HELP ME, ODDSTATS. I'M SCARED AND I DON'T KNOW WHAT TO DO.

Panic. That's what. Freak the absolute fuck out and sell everything. Buy as many puts as you can.

Be afraid, be very afraid.
They're heeee-ere.
Just when you thought it was safe to go back into the water.
You'll believe an elephant can fly.

But seriously, remember that as scary as this is, 1929 was very different from today. Only men were allowed to trade stocks then. Electricity and the female orgasm hadn't even been invented yet.

We'll probably be fine this time. Maybe.

[George Noble @gnoble79]

NVIDIA IS BUYING ITS OWN CHIPS AND CALLING IT REVENUE

And your retirement account is secretly holding the bag.

This scheme is literally straight out of the Enron playbook...

In January 2026, a special purpose vehicle called Valor Compute Infrastructure was created with one purpose:

Buy Nvidia's chips so Nvidia could book the sale as revenue.

Valor raised $5.4 billion and purchased over 100,000 of Nvidia's GB200 GPUs.

But $1.9 billion of that money came FROM Nvidia itself.

Nvidia invested $1.9 billion into the shell company, then sold that same shell company $5.4 billion worth of its own chips and booked every dollar as revenue.

It's the Girl Scout whose dad bought all the cookies and then she wins the sales contest because Dad was the customer. Except this Girl Scout is a trillion-dollar company and the cookie sale is $5.4 billion.

But it gets MUCH worse:

The remaining $3.5 billion in financing came from Apollo Global Management. Apollo structured the debt, packaged it into securities, and then sold those securities to Athene.

And guess who Athene is? Apollo's OWN insurance subsidiary. The one that sells fixed annuities to American retirees as safe, conservative retirement products.

Follow the chain:

Nvidia funds a shell company with $1.9 billion. The shell company buys $5.4 billion in Nvidia chips. Apollo finances the remaining $3.5 billion. Apollo sells the debt to its own insurance arm. That insurance arm packages it into annuity products and sells them to retirees who think they're buying something safe.

The retirees have no idea that their retirement savings are now backed by 100,000 computer chips sitting in some data center that will be worth pennies on the dollar in three years.

Now look at what's happening inside Athene:

$74.2 billion in US reserves but $217 billion in assets have been shifted to a Bermuda-based captive insurer, outside normal US regulatory oversight.

$103 billion of that portfolio (roughly 35%) is classified as Level 3 assets. That means there is no observable market price.

These assets are valued by internal models, not by actual markets.

And sitting on top of all those unpriced assets? 16.6x leverage.

If you're getting flashbacks to 2008, you should be.

Back then it was mortgages bundled into securities that nobody understood, sold to investors who had no idea what they were holding, rated as safe by agencies that never looked under the hood.

Today it's GPU-backed securities. Computer chips bundled into structured credit instruments, routed through an offshore insurance subsidiary, and sold to you as a retirement product.

The collateral is 100,000 GPUs leased to a single customer through an xAI subsidiary. If xAI stops making lease payments for any reason - financial distress, a pivot in strategy, anything - the entire structure unravels.

And Nvidia releases new architectures every year, so each generation delivers dramatically more compute per watt. A 5 year lease on technology that's obsolete in 2 years creates a mismatch that should terrify every annuity holder in America.

Every single step in this chain is technically legal. The SPV is legal, the lease is legal, Nvidia's equity stake is legal, the securitization is legal, and the Bermuda transfer is legal.

But legality and legitimacy are not the same thing.

I've seen every trick Wall Street has ever pulled in my 45 years of doing this.

And what I'm looking at right now is a pipeline that takes AI infrastructure risk, launders it through 8 layers of financial engineering, and deposits it in the retirement accounts of Americans who never agreed to fund Elon Musk's data centers.

In 2008 it was mortgage-backed securities.

In 2026 it's GPU-backed securities.

Different asset. Same greed. With the same ending.

[Jensen @CallMeGlib]

@BoCamaro Same. I’m staying away until it comes down. And it will come down.

The real value will be when they head to Mars or start capturing their first asteroid for metals.

[Dominic Michael Tripi @DMichaelTripi]

NEW: 1 in 3 American men of working age not seeking any form of employment, per WSJ.

[Michael Patrick Leahy @michaelpleahy]

BREAKING: Metro Nashville Government admits it is not complying with state law and does not have the $735k grant application from pro-illegal alien nonprofit available for public inspection. https://t.co/tFTQygIWAm

[GenXGirl @GenXGirl1994]

House Armed Services Committee REJECTS Ro Khanna’s Amendment to REMOVE Section 224 from the NDAA

I’m sharing the whole clip so you all can see for yourselves that these Israel Lobby bought lawmakers DID NOT LISTEN TO THE AMERICAN PEOPLE.

WE DO NOT WANT TIES WITH ISRAEL.

[Thomas Massie @RepThomasMassie]

Matt Brooks bragging that the Republican Jewish Coalition spent millions to buy a congressional seat in Kentucky… but if you observe the same thing, you’re antisemitic.

[John F Kennedy Jr @John_F_kJr]

🚨 BREAKING! JAMES O’KEEFE JUST DROPPED A NUKE — WIDESPREAD VOTE BUYING RING EXPOSED NATIONWIDE AS DEMS (AND SECRET RINOS) PAY $5-$8 PER BALLOT TO RIG EVERY ELECTION!

Undercover footage catches these hired guns openly bragging: “I’m bringing in 3500 votes”… “He was paying me $5k a month, now it’s $8k!” Even judges and Texas Republicans caught secretly working for Democrats while funneling thousands of fake ballots!

This is the Deep State’s desperate election theft machine in action — our Republic is being sold out in broad daylight for chump change!

We NEED the SAVE AMERICA ACT PASSED IMMEDIATELY + MASS ARRESTS and PROSECUTIONS for these treasonous fraudsters before they steal 2026 too!

FOLLOW ME, THE NEXT DROP WILL BE SHOCKING.

[White Papers Policy Institute @WhitePapersPol]

We have been the most generous country in the world, to our detriment.

25% of all Mexicans live in the US. 70% rely on welfare.

~10% of Guatemalans live here. 77% are on welfare

12% of Nicaraguans live here. 75% rely on welfare

12% of Haitians live here. 53% rely on welfare