@FelipeGuirao Thanks so much for sharing Felipe... interesting to follow your journey... I was looking at your 2020 returns and taking month by month... compounding the returns... I get 150%+ ... dont get to the 180.91%
Are you constantly compounding and deploying entire capital as it grows ?
Scam Altman didn’t tell the OpenAI board that he OWNED the OpenAI Startup Fund.
Altman lied in congressional testimony that he didn’t have financial gain from OpenAI.
ANTHROPIC JUST BANNED A 110 PERSON COMPANY OVERNIGHT WITHOUT WARNING
monday morning at an agricultural tech company, every single employee wakes up to an email saying their claude account has been suspended
110 people locked out at the same time with zero warning and the email even pretended it was an individual ban with a link to a personal appeal form
it took them 10 minutes on slack to realize the entire org had been wiped at once.
not even the account admins were told it was coming
they submitted the appeal form and got no response, even after 36 hours later there was still nothing
AND it gets worse:
> their separate API account is still active and still billing them
> their admins can't log in to view usage or billing because the email addresses are banned
> they got hit with a renewal invoice the day AFTER the team account was suspended
> they have no idea what triggered it. fertilizer conversations? GPS satellites? agriculture in general?
so they're paying anthropic to get banned by anthropic while anthropic ignores their support tickets
the founder of the company laid out the bigger problem perfectly
banning an entire organization for one user's behavior means a single employee or careless intern can revoke claude access for your whole business.
there's no per seat guardrail, no admin override, no way to limit the ban radius
his words: "you have to ask yourself if this is a platform you can entrust your daily workflows to as a business"
every founder reading this who runs claude through their company should be checking right now what their actual exposure looks like
billion dollar AI company with zero enterprise customer support
🚨🇺🇸 BREAKING:
A massive gas pipeline EXPLOSION in Texas is happening alongside a FREAKING TORNADO on the ground!
At the same time!
The huge explosion has turned into a raging inferno, lighting up the night sky.
Flames shooting high, thick black smoke everywhere, and as if that wasn’t insane enough, there’s literally a tornado touching down right there in the middle of it all.
This hits right in the middle of that bizarre wave of “random” energy infrastructure hits we’ve been seeing worldwide the past few weeks.
I'm talking about India refinery/power plants, Australia Geelong fire, Mexico Pemex, Romania… and now another one in Texas.
Coincidence… or is something bigger going on with global energy supply right when tensions are already high?
Source: @RapidReport2025, @WW3_Monitor
This should be on the front page of every newspaper in America.
A Syrian billionaire needed U.S. sanctions lifted so he could cash in on $12 billion in reconstruction contracts.
In an attempt to influence American foreign policy, he proposed a Trump-branded golf course, cut Jared Kushner & Ivanka Trump into a multibillion-dollar real estate deal for a resort in Albania, and had someone physically deliver a stone engraved with the Trump family crest to a Republican Member of Congress with instructions to take it to the White House to get the President's attention.
Trump threw his weight behind repealing the sanctions. They were lifted. The contracts are moving, the Trump family’s deals are expanding, and not a single Washington Republican is willing to say a word about any of it.
This is a corruption of everything the office of the presidency is supposed to stand for, and the American people deserve to know about it.
https://t.co/A4lQE3ktoG
When Sarah Barratt was threatened with rape by 3 men while poolside at the @MarriottIntl in Qatar, her husband Craig complained to the front desk, and they were told the men hd been kicked out.
It was a lie. Days later, coming off the elevator, the Barratts encountered the men again. Craig was furious, and posted a negative review on TripAdvisor.
Craig is a businessman who operates in the Middle East, and when he next returned to Qatar, he was arrested, detained, fined, and deported, having been convicted in absentia of damaging the Marriott’s reputation.
Worse, his inability to work in Qatar has destroyed his financial security. He and his wife are selling possessions online, and are considering selling their home.
Marriott International, a Western company, used the draconian laws restricting speech in Qatar in order to have Craig Barratt punished for leaving a negative review on TripAdvisor - a review that was fully justified and supported by the facts. This is appalling behavior on their part, and I sincerely hope that this story will be circulated as widely as possible. All Marriott had to do was apologize. Instead, they destroyed a guest’s life for daring to complain about having been lied to, and about having been made unsafe on Marriott property by the actions of Marriott staff.
https://t.co/bdwoTVlrID
Total devastation in Dubai.
Business owners are now denied permission to leave the city.
Thousands of foreigners are trapped.
They can't leave. Their passports have been seized.
Not long ago, a British businessman Albert Douglas was arrested.
Because he wanted to visit his sick mother.
Dubai thought he was going to leave permanently.
So they arrested him.
His company had some debt.
They used that as an excuse to arrest him.
Then the torture began.
Dubai police fractured his skull in jail.
He didn't even have water to drink.
Then he was forced to drink from the toilet.
His shoulder was destroyed.
He was malnourished. Barely could walk.
The UN pressured Dubai to release him.
Thousands of foreigners are stuck in Dubai for similar reasons.
Dubai authorities are holding their passports.
And they are forcing their companies to keep operating.
Albert Douglas had too much money.
He used his influence and escaped.
But not everyone will.
Source: The Guardian.
Hegseth: "Europe needs the Strait of Hormuz more than we do. Get in a boat. This is their fight, not ours"
The US closed the Strait which was open before the war. So, it's now Europe's fight?
More than 800 comments.
Plenty of people agreeing and bringing up even more points.
But look at the ones disagreeing.
Not one argument. Not one number. Not one counter-thesis.
Just insults and recycled claims I literally debunk in the post.
That's the entire case for Tesla in 2026.
I spent 45 years on Wall Street. I worked as Peter Lynch's assistant at Fidelity. I ran the #1 mutual fund in the country in 1984. I founded two hedge funds that each crossed a billion dollars. I've watched the Nifty Fifty, the 1987 crash, the Japan bubble, the dot-com mania, and 2008 play out in real time.
And the most sophisticated response the Tesla cult can bring up is a slur.
But what NO ONE did in these comments:
Nobody challenged a delivery number. Nobody defended the 50,000 vehicle inventory gap. Nobody explained why a company with shrinking revenue deserves a $1.5 trillion market cap. Nobody addressed the 38% sequential collapse in energy storage deployments. Nobody made the case for 300x earnings on a business that just discontinued two of its flagship vehicles.
And none of the dozens of other arguments.
BECAUSE THEY CAN'T
They don't own Tesla because they ran a DCF. They own it because a billionaire on social media told them to.
This is nothing more than a fan club with a brokerage account.
And every great bubble in financial history has looked exactly like this in its final innings.
Tulip traders didn't debate horticulture. Pets .com shareholders didn't model unit economics. Bear Stearns clients didn't stress-test the mortgage book.
They got angry at anyone who asked questions. They called the skeptics names. They treated doubt as heresy.
Then the math showed up like it ALWAYS DOES.
I don't need anyone in my replies to agree with me. I'm writing down what I see and letting the scoreboard do the talking.
Energy up 24% this year. Gold at all-time highs. Since I called Valaris and Tidewater on December 24, VAL is up 65% and TDW is up 50%.
The unglamorous, "boring", cash-generating corners of the market have been DESTROYING the crowded narrative trades.
Meanwhile the people screaming at me are down 14% YTD and holding.
Who's the delusional one here?
Cenk Uygur just read the testimonies that the media refuses to report. A 42-year-old Palestinian woman was bound naked to a metal table and raped by Israeli soldiers for two days. A 35-year-old Palestinian man was forced to strip, had dogs urinate on him, and then a dog penetrated his anus. There are dozens of such testimonies.
Cenk argues that the media does not report these because they do not view Muslim lives as important. They have internalized the propaganda that Muslims are terrorists who deserve what they get.
This is the reality of Israeli detention and Western media complicity
I'll tell you what, Dinesh. Even if you had 400 kilos of 90% U-235 and a box of matches, the length of time it would take you to make a nuke is NEVER.
The fact is, 60% enriched uranium like the Iranians had isn't even 10% of the way to a bomb. The rest--- engineering, machining, fabrication and assembly of the watch-like innards of a nuclear implosion bomb---is the real hard part. And even that ignores the fact that no one in their right mind---even the mullahs---would attempt to launch against the USA a beginners bomb that had never been tested and which no Iranian missile could carry for the 10,000 kilometer trip to the US in any event. And that's to say nothing of reentering the atmosphere successfully under blistering heat and percussion. In short, Iran's possession of 10 bombs worth of HEUs was not remotely an imminent threat, and that's according to the repeated attestations of the 17 US intelligence agencies, including DNI Tulsi Gabbard's testimony to Congress in March 2025. So what in the hell are you gumming about in year pathetic, self-evidently barking ignorance?
The sheer audacity of Benjamin Netanyahu is staggering. He stands at a podium and condemns "terrorists who deliberately target innocent civilians." The irony is sickening. Israel has decimated Gaza, yet he projects his own war crimes onto others. Every accusation is a confession.
This is VERY BRUTAL 🔥
🇮🇱Netanyahu at 3:00 PM: " I will ensure Iran cannot develop nucléar weapons."
🇮🇷IRAN at 3:30 PM : "Israel can have nucléar weapons and commit genócide in Gaza, but Iran can’t have them for peace in Middle East. Hypocrites."🔥
🚨 @DeepYellowLtd may have just exposed the dirty secret in #uranium.
Tumas looks ready.
Management still won’t build it.
So what’s really broken here?
Because if a permitted, advanced project with cash behind it still doesn’t clear FID, then a lot of “future supply” in this sector may be far less real than investors think.
That’s the question I tackled in the article 👇🏼