Gavin

Just some guy trying to laugh through the day.

[International Cyber Digest @IntCyberDigest]

‼️ BREAKING: Journalists hid an Airtag in a rare book shipment and confirmed Amazon to be one of the buyers behind the bulk orders destroying rare-books to feed their AI.

They tracked it to Amazon's LAS8 warehouse in Las Vegas, home to VGT3 (see logo below), a scanning operation feeding Amazon's AI training data, where workers say they cut the bindings off books to scan them faster.

Amazon won't say why the books are destroyed.

[Jaga behera - NISM Certified @jagaa_official]

🚨 $22B valuation for a betting market.

Kalshi isn’t just raising money.
It’s monetizing uncertainty.

Elections. Rates. Wars.
Everything becomes a tradeable event.

This is the shift:

From markets reflecting reality
→ To markets betting on reality

The future of finance?
Trading outcomes, not assets ⚠️

[Vlad @VladTheInflator]

HOLY FUCK it wasn't even close.

I'm going to tell my kids this is Epstein Island

[Ryan Cohen @ryancohen]

The Hollow Men

American capitalism is rotting from the head down. We have replaced the "Owner-Operator"—the risk-taker-with a new, parasitic class of corporate bureaucrat: The Risk-Free Insider.

By "Insider," I am not referring to a specific title. I am referring to the entire administrative state that has captured the modern corporation. This includes the Directors who exist solely to collect fees, the Executives who exist solely to collect bonuses, and the Managers who exist solely to hire consultants.

These are the hollow men of the boardroom. They are masters of PowerPoint. They wear the right suits. They say the right buzzwords about "governance" and "ESG." But they are mercenaries fighting a war with someone else’s ammunition.

In a functioning economy, authority is tied to liability. If you make a bad decision, you lose your own money. That fear of loss is the only thing that keeps a business honest. It forces you to cut waste, obsess over the customer, and stay late to fix what is broken.

Today, we have severed that link.

We have rigged the game so that heads, the Insider wins; tails, the shareholder loses.

If the stock goes up, the Insider collects a massive performance bonus. If the stock crashes due to their own incompetence, they are fired with a "Golden Parachute" worth tens of millions. They are gambling with the house’s money, and they never leave the table poorer than they arrived.

This looting starts in the boardroom.

We have normalized a "Country Club" culture where directors are selected based on social profiling rather than their ability to build a business. The modern board member is often a professional tourist—paid an average of $350,000 a year.

Let’s be brutally honest about what that number represents. The average director is paid nearly five times the GDP per capita of the United States. They earn more for attending four quarterly lunches than the vast majority of Americans earn in five years of hard labor.

And for what?

Most of these directors are "over-boarded," sitting on three or four boards simultaneously. They treat directorships as a gig economy for the elite. They fly in, rubber-stamp a compensation package they didn't read, and fly out. They collect checks from companies they do not understand, do not use, and certainly do not love.

They are not there to ask hard questions. They are there to be collegial. They are there to protect the other Insiders.

And what happens when these boards hire executives who also have no personal capital at risk?

We get the Delegation Economy.

When a Risk-Free Insider faces a crisis—bloated expenses, a broken supply chain, or a stale product—they do not roll up their sleeves. They hire a consultant. They pay a strategy firm millions of shareholder dollars to produce a 100-page deck telling them what they already know.

This is not management. It is intellectual money laundering.

They use shareholder capital to buy an insurance policy for their own careers. If the plan fails, they can blame the consultants. They delegate the work because they are terrified of the responsibility. They would rather preside over a slow, comfortable decline than risk a bold mistake.

While American Insiders are busy optimizing their severance packages, our global competitors are optimizing their products. They are not slowed down by bureaucracy. They are not waiting for a slide deck. They are outworking us.

If we continue to fill our C-suites with administrators instead of operators, we will lose our edge. We will see iconic American franchises hollowed out by fees, managed for the benefit of the Insiders, while the true owners—the shareholders—are left holding the bag.

The time for polite governance is over.

If we want to save the American economy from mediocrity, we must demand a return to the "Owner’s Mentality." We need leaders who treat shareholder capital with the same reverence they treat their own savings. The era of the Risk-Free Insider must end.

[Steve 🇺🇸 @SteveLovesAmmo]

Perfect explanation!

[Gavin @GavtehNav]

@DeItaone Mayo man Griffin? Fuck him

[Roberto Rios @peruvian_bull]

Evil.

[Markus Enblaum @markusen]

I may be wrong – as I often am. Those of you who have any interest in history should know that these words “work will see you free”, was a propaganda tool used in Nazi forced labor camps to trick the Jews into believing they would be set free if they worked hard.

I wonder if Ryan was drawing a correlation between this, and the promise that the corporate machine has programmed into all of us. Ie, work hard, then enjoy a prosperous retirement. Yet we are only working harder for longer, saving less (if anything at all), and retiring later in life (if at all).

Just a thought. 🤷‍♂️

[The White House @WhiteHouse]

Power to the Players

[Susanne Trimbath PhD @SusanneTrimbath]

The ‘Warren Buffett Indicator’ has surged above 200%, meaning the market’s price is far ahead of the economy’s size https://t.co/U5ilzTunE2

[Ryan Cohen @ryancohen]

not bad for a piece of crap retailer

[koip.base.eth🏴‍☠️🦍🕳🐇💜🦋👐🐲 @koip741]

@ryancohen 7 figures for the one experience that all GME holders dream of

[Sky Brockmoller @SkyBrockmoller]

🚨BREAKING: RYAN COHEN, CEO OF $GME AND SELLER OF $BBBY IS OFFERING THE STAPLER TO $BBBY FOLKS WHEN THEY GET THEIR 7 FIGURE PAYOUT IN THE NEXT FIVE DAYS!!!

[MD @MorgenHatton]

The rocket’s built.
The fuel is loaded.
And the countdown has begun.
GameStop isn’t a meme—it’s a fuse.
Here’s the thread Wall Street doesn’t want you to read:
🧵

[MD @MorgenHatton]

🧵THREAD: Why GameStop’s Balance Sheet Is One of the Most Insane in Market History #GME $GME @ryancohen

[Susanne Trimbath PhD @SusanneTrimbath]

South Korea remains focused on long term reforms, not "one-off" rule changes, including "regular audits of proxy voting practices" -- something desperately needed in U.S.
https://t.co/2t9y2Gnq1z

[Gavin May @gavinmayreal]

can we just take a moment to collectively agree that these notes being oversubbed only supports the original theory that $gme is shorted 10-20x over

the last offering u could argue plausible deniability in that buying the notes could be a way of indirect btc exposure with capped risk (principal returned by maturity)

but with this new round, stated to be for ‘general purposes’ again instantly oversold. who is saying ‘hey i’m gona tie up billions at 0% for 7 years for a chance to convert to stock 30+% higher’

SOMEBODY WITH NO WAY OUT

[Neil deGrasse Tyson @neiltyson]

What we value in CIVILIZATION: Agriculture, Architecture, the Arts, Transportation, Communication, Health, Wealth, Security.

All pivot on enlightened investments in Science, Technology, Engineering, the Arts, & Mathematics. "STEAM".

Without them, we descend into the Dark Ages.