Dave

Views are not my own. They are my genetics, materialized, and then refined by experience.

[Dave @DavesAdvocate]

$NBIS and $META seem to work well together. Could Nebius help them sell some of that excess compute at a premium to the market? I would never discount just how smart the Nebius management is and their ability to turn this into an opportunity in one way or another.

[Sam Lyman @SamLyman33]

NEW: BPI research reveals that a Marxist-Leninist group with documented ties to China has been a critical mobilizer in efforts that have blocked or delayed $23.6 billion in AI investment in the US.

Its scalps include 10 data center moratoria, 1 permanent data center ban, and 4 rejected or scrapped AI projects.

In Part II of our foreign influence investigation, BPI exposes the Party for Socialism and Liberation (or PSL) as the political arm of Shanghai-based Neville Singham, and lays bare a national campaign launched by the party to stop America’s data center buildout.

Singham is the subject of multiple federal investigations into his reported ties to the CCP. Our research uncovers the anti-data-center organizing of his activist vehicle, the PSL, across 21 campaigns in 14 states, in roles ranging from lead organizer to one member of a broader coalition.

This report adds to the mounting evidence that China and its surrogates are committed to stopping America’s data center buildout so that Beijing can gain the advantage in the AI race.

[Dave @DavesAdvocate]

All of these fin-twit accounts are loading up on the $NBIS pullback because of the META news. I get it, but it’s not exactly rational. Earlier this month prices were lower than they are today, and these accounts weren’t all screaming buy, buy, buy!

[Dave @DavesAdvocate]

@paulg Both the far left and the far right blame Israel for everything. I can see how he might be confused.

[Dave @DavesAdvocate]

@AnaKasparian Just a grifting whore…https://t.co/VsG4MwzLxl

[Eyal Yakoby @EYakoby]

They literally switched their entire position for clicks.

Biggest grifters.

[Eyal Yakoby @EYakoby]

They literally switched their entire position for clicks.

Biggest grifters.

[Dave @DavesAdvocate]

@ConservativeKFC They were too busy trying to cary on his mission while people like you were trying to destroy it. Perhaps you’re just evil.

[Dave @DavesAdvocate]

This is how I treat people with Trump Derangement Syndrome.

[Dave @DavesAdvocate]

Marco Rubio is perhaps the only politician in America whom I would be incredibly proud to shake hands with. It is as if he came here from another time when our country knew what was important, and what needed to be done to preserve our most noble goals.

[Dave @DavesAdvocate]

My wife just told me that our 3-month old is her best friend…she doesn’t lack for friends. How amazingly beautiful ❤️

She is truly an amazing mother!

[Ally @AllyJKiss]

Back when Cenk Uygur had VERY different thoughts about Hezbollah in Lebanon, Iran, Syria, Israel and “Palestine.” 🤡

[Dave @DavesAdvocate]

@BrianFeroldi Happy Endings -> Happy Employees

[Dave @DavesAdvocate]

@joecarlsonshow The Wire!

[Dave @DavesAdvocate]

@farzyness Oh…and the eyesore

[Dave @DavesAdvocate]

@farzyness Theft
HVAC noise
Bandwidth

It will probably work to an extent. Others are already advertising that they’re doing this today.

[Dave @DavesAdvocate]

@HolySmokas You may be right, but you still sold $NVDA too soon, Mr Prognosticator.

[Dave @DavesAdvocate]

@_RageMonkey @SpencerGuard

[Dave @DavesAdvocate]

This👇🏼

[Mosab Hassan Yousef @MosabHasanYOSEF]

Vance and his team fully understand the implications of their approach.

They understand that by granting Iran sanctions relief and legitimacy upfront, they are squandering critical leverage before addressing the most important issue, Iran’s nuclear program.

Their real priority is not stopping a nuclear Iran.

Their priority is withdrawing America from the Middle East, even if it means the IRGC comes out strategically stronger.

This is not a negotiation error. It is a deliberate choice of priorities.

[Dave @DavesAdvocate]

@cardinals150 @ChristianHeiens Absolutely wrong. The goal is to weaponize the people of Iran, and help them achieve a revolution with the help of Israel and the USA from the air and perhaps special ops missions.