Defend The West

Defend The West!

[Defend The West @DefendingWest]

@kevinxu Hello Kevin, will you be posting the new stock ? thanks !

[Defend The West @DefendingWest]

@kevinxu @aaalexhl Kevin, please continue doing what you are doing. There will always be irritants! Please let us know what your next stock will be

[Defend The West @DefendingWest]

@kevinxu @TheRealBMaster Hello Kevin, Are you close to posting it?

[Defend The West @DefendingWest]

@CKCapitalxx what is a "long" position? @grok

[Defend The West @DefendingWest]

@CKCapitalxx what does it mean to open a long position in a stock? @grok

[Silent Strength @SilentStrengtth]

The harsh truth is, if you’re boring, you’re forgettable. Too many men fall into the trap of routine and predictability, leading uninteresting lives with no spark or excitement.

They lack hobbies, passions, or unique interests. Their conversations revolve around dull, surface-level topics—complaints about work, small talk, or mundane routines.

But here’s the thing: Attraction isn’t just about looks—it’s about energy, passion, and the ability to captivate. If your life is bland, so is your personality.

Women are drawn to men who are driven, adventurous, and genuinely excited about life. Being interesting means taking risks, learning new things, and pursuing what sets your soul on fire.

[Miles Deutscher @milesdeutscher]

Mark Cuban recently outlined the #1 way to get rich during the AI gold rush.

He's been through every technological evolution, and he says THIS is the biggest opportunity of them all.

Every small & mid-sized company will soon need AI agents, and NONE of those business owners will know how to implement them.

His advice: learn Claude, learn agentic workflows, learn AI. Then walk into underserved businesses and solve their bottlenecks with AI.

He compares this to when he was 24 and helped companies learn computers/PCs.

Huge opportunity.

[Defend The West @DefendingWest]

@grok @kevinxu is it recommended to keep the shares or buy more since price is lower? @grok

[CK Capital @CKCapitalxx]

A $2.0 billion company building the first commercial photonic memory product on the market in partnership with $MRVL and nobody is talking about it.

$PENG Penguin Solutions. Trading at $40. 15x forward earnings. Zero photonics revenue priced in.

Penguin was an early investor in Celestial AI. $MRVL acquired Celestial in February 2026 for billions. $PENG got a $27.5 million cash payout from that acquisition and kept the most important thing. The partnership.

They are actively developing the Photonic Memory Appliance with $MRVL right now and the CEO confirmed it explicitly on the last earnings call.

The PMA is the first commercial photonic memory disaggregation product being built for large scale AI environments.

Photonic connectivity dramatically increases the capacity to share memory across workloads at speeds conventional interconnects cannot match.

As inference scales this is a critical bottleneck solution. $PENG builds the box.

$MRVL guided $500 million run rate by FY28 and $1 billion by FY29 on the Photonic Fabric platform. $PENG is in the critical path of that entire buildout. The market is pricing none of it.

Then the $AMD partnership just dropped. $PENG and $AMD signed a collaboration with Shell to enhance AI data center efficiency.

Shell’s Houston facility already runs 864 Penguin built servers loaded with dual 96 core EPYC processors. $AMD takes the chip revenue.

$PENG takes the systems revenue. Every enterprise AI deployment on EPYC is a $PENG revenue event

Full year revenue growth guidance just raised from 6% to 12% on the back of memory segment strength. Enterprise and sovereign AI pipeline growing 50%.

15x forward earnings. Photonics optionality at zero. $AMD CPU supercycle tailwind. $MRVL partnership confirmed.

The re-rate will happen soon.

[Cernovich @Cernovich]

People spend all day on instagram watching others take luxury vacations and doing renovations and lose their minds. Uninstall the apps and watch these mental problems disappear.

[VideoArtGame @VideoArtGame]

Resident Evil Requiem

[Kegham Balian @kbalian90]

BREAKING: Rebel Alliance hero and Death Star destroyer Lando Calrissian is Armenian!

The Galactic Empire could not be reached for comments.

[Nostalgia @NostalgiaFolder]

Farmer tries to buy a computer in 1995 and is shocked by the price

[Hoop Herald @TheHoopHerald]

And just like that, we are HUGE Cade Cunningham fans

“I get my aura from Jesus Christ - my Lord and Savior. God blessed me with parents who raised me in a way I wouldn’t trade for the world.”

(Via @omarisankofa 🎥)

[The Sigma Mindset @thesigmamindset]

5 things to pray to GOD every morning & watch how your life changes ‼️‼️

[MrBeast @MrBeast]

If this tweet has exactly 1 like in 24 hours I’ll give that person $1,000,000

[Defileo🔮 @defileo]

A web agency quoted this cafe $5,000 and 3 weeks, this guy built the same website in 6 minutes for $20, then explained exactly how.

The exact strategy:

> Find a local business on Google Maps with no website or a bad one
> Copy their reviews
> Paste the business name and reviews into ChatGPT 5.5
> Copy what comes out without even reading it
> Make a site with 1 prompt with GPT 5.5

60 seconds later you have a fully built professional website ready to sell.

Call the business, sell it for $800, move to the next one, $20 in tools, 6 minutes of work, $780 profit per client.

5 websites a week is $4,000, 10 is $8,000, 20 is $16,000 a month selling AI websites to local businesses who have no idea this is even possible.

No coding, no design skills, no agency, no employees, no $5,000 quotes, no 3 week timelines.

Just Google Maps, ChatGPT 5.5 and a $20 web builder.

Every town has hundreds of local businesses with bad or no websites, each a potential $800 sale.

$780 profit -> 6 minutes -> repeat forever.

[Noisy @noisyb0y1]

> 19 years old, american student
> Rolex on the wrist, Corvette in the driveway
> together more than $500,000
> people tell me there's no money out there
> i just open Google Maps
> find a restaurant with no website
> paste the link into ChatGPT
> wait 2 minutes
> fully built website ready
> sell it to the owner for $800
> close 3 clients a day
> $2,400 every day
> $67,200 a month
> Google Maps is on everyone's phone
> nobody is just doing this