David Berna

Owner St Germain Storage

[David Berna @DavidBerna]

@TeslaBoomerMama Schwab 24 of 500 💩

[David Berna @DavidBerna]

@CernBasher Thanks Cern! Will definitely check into this. Something else to consider is if this income is considered return of capital then it will also have no effect on the cost of health insurance if the current system stays in play.

[David Berna @DavidBerna]

@CernBasher Thanks much Cern ✅😎

[Rosanna Prestia, MBA @RosannaInvests]

Everyone wants to buy $SPCX SpaceX on day one.

Almost nobody has read the lockup structure.

Here’s what the S-1 actually says:

SpaceX’s lockup isn’t a single 180-day cliff. It’s staggered across multiple unlock events between July and December 2026.

The schedule:

→ Q2 earnings (~Jul-Sept): up to 30% unlocks (20% standard + 10% performance bonus if stock is +30% above IPO)

→ 70/90/105/120/135 days post-IPO: 7% unlocks at each tranche

→ Q3 earnings (~Oct-Dec): additional 28% unlocks

→ Day 180 (~mid-December): the final remainder

Elon stays locked the full 6 months. Excluded from all early releases.

Translation: SpaceX won’t have ONE capitulation day. It’ll likely face rolling supply pressure for 6 months.

The structure was designed to avoid a single-day flood. That cuts both ways.

The smartest potential entries aren’t June 12. They’re:

1.The post-Q2 earnings reaction (~Aug-Sept)

2.The late-October stretch after 5 weekly tranches

3.The Q3 earnings or 180-day final unlock (~December)

Bought $PLTR around $9 after its lockup unwound. Same playbook, different schedule.

Day one is for the hype crowd.

Months 3-6 are for the patient ones.

Set your alerts for August, October, December. 👀

[David Berna @DavidBerna]

@elonmusk @SpaceX Awesome 👏🏼 thank you 😎

[Rand Group @randgroup]

The AI supercycle will last 15 years. We're in year 3.

Most investors are still buying Phase 1 names while the real money is already rotating into Phase 3.

I mapped the entire cycle into 4 phases with the tickers that matter at each stage:

The AI supercycle is the biggest investment theme of our generation. Bigger than mobile. Bigger than cloud. A 15 year structural shift that will reshape every sector of the global economy. Hyperscalers just committed $725 billion in capex for 2026, nearly doubling last year. Microsoft, Google, Amazon, and Meta each spending over $100 billion individually.

This is not speculation. I've mapped the entire supercycle into four phases so you know exactly where we are and where the asymmetric opportunities sit.

🔴 Phase 1: Already Ran (2023 to 2025)

The foundation layer is complete. $AMD ran 78% in 2025, $NVDA 39%, and $INTC just posted a blowout Q1 that sent the Philadelphia Semiconductor Index above 10,000 for the first time. Chips still power every phase but the generational entries are gone and risk/reward has compressed.

- $NVDA, $AMD, $ARM, $INTC, $AVGO, $MU, $GLW
- Semiconductors, Memory & Storage,Photonics/Optics
- Foundation complete. Still growing but priced for it.

🟠 Phase 2: Peak Buildout (2025 to 2027)

The phase most investors just woke up to. $CEG acquired Calpine to become the largest U.S. private power producer at 55 GW. $GEV up over 200% in a year. $VRT co engineering cooling for NVIDIA's Rubin architecture. $GLW up 74% YTD on optical fiber demand. Nuclear SMRs are the breakout with $OKLO, $SMR, and $BWXT positioning to power data centers directly. Still upside but the obvious names have moved.

- $CEG, $GEV, $VRT, $VST, $TLN, $ANET, $GLW, $MOD, $EQIX $OKLO, $SMR, $BWXT, $NNE
- Power/Grid, Cooling, Networking, Nuclear/SMR Peak buildout.
- Nuclear SMRs are the sleeper.

🟡 Phase 3: The Positioning Window (2026 to 2028)

Where AI escapes the data center and enters the physical world. Most will be late. Tesla converting Fremont to Optimus production, $25B capex, mass production targeted H2 2026. Rocket Lab posted record $602M revenue with $1.85B backlog. $LUNR up 47% YTD with $943M in contracts. $KTOS Valkyrie drone selected for the Marine Corps. The window to position is open right now.

- $TSLA, $RKLB, $LUNR, $KTOS, $AVAV, $PATH, $ISRG $MP, $FCX, $ALB, $ASTS
- Robotics/Autonomy, Space/Defense/Drones, Rare Earths
- This is where the asymmetric risk/reward lives.

🟢 Phase 4: Final Frontier (2028+)

The endgame. Microsoft capex $190B. Alphabet $190B. Amazon $200B. Meta $145B. Google Cloud backlog past $460B. They're building the rails for AI software dominance and AGI. Quantum still early but $IONQ and D Wave are laying groundwork. The platforms that control the software layer win the entire supercycle.

- $MSFT, $GOOGL, $AMZN, $META, $ORCL, $IONQ
- AI Software Dominance, AGI Infrastructure Decade long thesis.
- Accumulate on weakness.

💊 Key Takeaway

- Phase 2 is confirmed ($725B hyperscaler capex)
- Phase 3 is where the smart money positions nowRobotics, space, defense, nuclear
- SMR are the 2026 to 2028 trades
- Most will rotate into these names 12 months too late

15 year supercycle. Not a trade. Phase 1 ran. Phase 2 is priced. Phase 3 is where you want to be.

[Rod D. Martin @RodDMartin]

🇲🇽 Cinco de Mayo May Have Saved America — And Almost No One Knows It

Most people think it’s just a drinking holiday.

But on this day in 1862, a small band of Mexican heroes defeated Napoleon III’s elite army… and very likely saved the United States in the process.

Here’s the story you were never taught:

Mexico was broke after years of civil war. France’s emperor saw his chance to colonize it.

With America tearing itself apart in its own Civil War, Napoleon invaded Mexico, planning to install a puppet emperor and use the country as a launchpad to restore France's North American empire.

And from Mexico they could have achieved what Santa Anna only dreamed of a generation earlier.

A 33-year-old Mexican general named Ignacio Zaragoza (born in Goliad, Texas, cousin to Texas revolutionary hero Juan Seguín) led the defense.

At the Battle of Puebla on May 5, 1862, Zaragoza’s outnumbered, outgunned forces delivered a stunning upset against the world’s premier army.

That single victory bought critical time. It inspired fierce resistance across Mexico. By the time the French finally installed their puppet emperor, the Union had already won Gettysburg and Vicksburg.

The window for French intervention had slammed shut.

After Appomattox, the battle-hardened U.S. military enforced the Monroe Doctrine. General Sheridan shipped tens of thousands of rifles to Mexican Republicans. The French withdrew. Their puppet emperor was executed.

The heroes at Puebla didn’t just save Mexico.

They saved America too.

So tonight, when you’re enjoying the tacos, tequila, or Corona… raise a glass to those brave Mexicans who held the line against impossible odds.

They may have saved North America from the colonialist fate of Africa and Asia.

Just like the defenders of the Alamo, they delayed the "inevitable" — and made it anything but.

Feliz Cinco de Mayo, America! 🇲🇽🇺🇸

RT if this surprised you. What other “party holidays” have hidden history? Drop it below 👇

[David Berna @DavidBerna]

@CernBasher It is hard to believe that they would need, I don’t know maybe 100 or a couple hundred to perform that task. But what do I know?

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

Reposting this a second time, because it is so good.

Also because it will finally be seen that the US did not do this to help Israel, but that Israel is helping the US. Yes, read this again.

The Tuckers, Megyns and others will one day understand.

@iliketeslas

[Nate Friedman @NateFriedman97]

The Iran protests in New York City are bought and paid for, here it all is with proof. Watch how they load the signs into the car and at 3:10 the leader confronts me and I expose her salary. She celebrated october 7th, and got paid to do it. Best of luck @LaynaLazar.

[American AF 🇺🇸 @iAnonPatriot]

The Republican Party was founded in a little schoolhouse in Ripon, Wisconsin in 1854.

The purpose was to stop Democrats from expanding slavery across America.

Democrats HATE when I share this.

[David Berna @DavidBerna]

@HomanNews @LeaderJohnThune F !

[Matt Shumer @mattshumer_]

https://t.co/ivXRKXJvQg

[Wall Street Apes @WallStreetApes]

Journalist visits Minnesota Rep Ilhan’s Omar’s winery and CONFIRMS IT’S FAKE

40+ wineries operate out of the same address, but the location owner says Ilhan Omar’s winery isn’t there despite this being the address (FRAUD)

Angela Rose “No business license exists for ESTRCRU (Ilhan Omar’s Winery) at this address. The other wineries here are properly licensed”

“I visited the principal address of ESTCRU winery. This winery is co owned by US Rep of Minnesota Ilhan Omar's husband, Timothy Mynett, yet seems to allegedly be a shell business used to launder funds

— In 2024 they made about $15,000 and in 2025 it exploded to up to $5 million dollars... yet they weren't producing any wine”

[Right Scope 🇺🇸 @RightScopee]

🚨BREAKING: It’s now coming out that Somalis buy homes in Minnesota to use as “home care,” they sit empty, then bill the state for MILLIONS per year

455 homes CONFIRMED.

What's your response to this......??👀

MAKE THIS GO VIRAL ON 𝕏. LET’S GO 👏

[X Freeze @XFreeze]

Tim Walz explicitly rigged the system and architected election fraud

First, he signed a bill giving driver's licenses to every illegal immigrant in the state, erasing the line between citizens and non-citizens

Then, his own administration admitted the truth in a committee hearing: that EXACT same driver's license can be used to "clear a challenge" at the polling station and allow someone to vote

He systematically dismantled the barrier between illegal entry and the voting booth

He created the loophole on purpose

It is a calculated exploitation of the law to dilute the vote of actual citizens

Caught on tape and undeniable

[Reverend Jordan Wells @WellsJorda89710]

🚨 ELON JUST DROPPED THE BOMB: The Most Powerful Video EVER Exposing Decades of Democrats Saying THE EXACT SAME THING About Illegal Immigration That Republicans Say NOW!

Borders secure. Enforce laws. No amnesty. Sound familiar?

Democrats used to AGREE... until they realized open borders = more voters + permanent power.

What changed? NOTHING except their thirst for control.

Watch this and tell me it doesn't make your blood boil 😡🇺🇸

@elonmusk nailed it again. Hypocrisy exposed!

#DemocratHypocrisy #BorderCrisis #IllegalImmigration #ElonMusk #MAGA

[Raoul Pal @RaoulGMI]

Extraordinary post if you are interested in Sui and DEEP. What has been built and the vision is unique and big.