Reade Hulburd

20+ yrs in Addiction Recovery, specializing in Veterans' services. 20+ yrs sober, no relapse.

[The Federalist @FDRLST]

The American Bar Association Is Unfit To Accredit Law Schools, And The Trump Admin Can Stop Them
https://t.co/JR7sXtmFdn

[New York Post @nypost]

Kate Middleton goes head-to-toe in powder blue at Trooping the Colour 2026 https://t.co/vJCcqiPpB2

[Not the Bee @Not_the_Bee]

This Arizona man found a credit card in a gas pump. It belongs to Alice Cooper.
https://t.co/IGtn0x7AGA

[TaraBull @TaraBull]

"My son didn't intend to hurt anyone. My son was defending himself."

"What stuck out to me was the all-white jury, but I was trying to be like it's not that big of a deal, the truth is on our side."

The jury wasn't all-white, it included Indians, Asians

[Turning Point USA @TPUSA]

🚨 Somali World Cup Referee Denied U.S. Entry Over Alleged Ties to Suspected Members of Terror Organizations

[Tom Cotton @SenTomCotton]

To be frank, failing to extend FISA Section 702 could be fatal.

Democrats need to put politics aside and support this vital national security tool.

[ladyperpetual @ladyperpetuall]

She was worth her weight in gold and even if her time with him was brief she made Harvey a better man. 😭😭

Tv show called: SUITS

[NRM84 @Mappy6984]

Can't even have a shed in your backyard without the government up your ass decorating

[Milk Road AI @MilkRoadAI]

Alex Karp was asked the question every Palantir investor has been dreading, can the large language model companies just replicate what Palantir does? (Save this).

His answer was that the investors asking that question are reading reports about something they do not understand technically.

The LLM companies solve the simplest, easiest problems that sell tokens and they fundamentally do not understand how disliked they are outside of San Francisco.

There is a real product argument underneath that.

When you need to put a missile on an adversary's head and bring Americans home safely, you do not hand that task to a probabilistic model built to be right 51% of the time.

Manufacturing a car part, launching a rocket, running battlefield intelligence, these are problems where being wrong is catastrophic, and no serious enterprise would trust that to a system designed to generate convincing text.

He also dropped a line that most people missed.

Most of what Anthropic talks about in public is actually running on Palantir.

Dario Amodei builds the frontier model, Karp likes him personally but the deployment layer underneath is Palantir's.

The frontier model and the operating system are two different businesses, and Karp is betting the next seven years belong to whoever controls the operating system.

The bull case is not subtle at this point.

Palantir just reported 85% revenue growth in Q1 2026, its fastest expansion since going public with US revenue up 104% year-over-year and US commercial revenue up 133%.

They posted a Rule of 40 score of 145%, raised full-year 2026 guidance to $7.65 billion implying 71% growth, and the US business is on pace to double again in 2027.

The reason Palantir is hard to replicate is exactly what Karp described, it is not a software product, but rather an embedded operating system for the world's most complex organizations.

Switching costs are enormous, trust takes years to build, and the cultural gap between Palantir's defense-first DNA and a San Francisco LLM startup is not something you close by hiring good engineers.

That is not a company being disrupted by large language models but rather the company that everything else runs on top of.

Come join Milk Road Pro for our full breakdown on Palantir, what the Anthropic partnership means for long-term revenue, and our entire AI thesis.

Link below!

[Black Edge @BlackEdgeFund]

Warren Buffett on why chasing yield on cash is a mistake:

A Berkshire shareholder, Ed Schmidt, asks where all the sidelined money is being held, pointing out that every option looks bad:

Banks paying nothing, risky corporate bonds, and government bonds that "seem less and less sound as each day passes."

Buffett agrees the choices are poor, but says it doesn't matter, because Berkshire treats short-term money completely differently from most investors.

"He's certainly right that all the choices are lousy for short-term money now, but we don't play around with short-term money."

He explains that in 2008, before the crisis hit, Berkshire owned no commercial paper and no money market funds.

The big money stayed in treasuries, earning almost nothing, and Buffett is blunt that the temptation to reach for a little more is exactly the trap to avoid:

"The last thing in the world we would do at Berkshire is to try and get five or 10 or 20 or 30 basis points more by going into some other things with our short-term money."

His framing for why is simple:

"It is a parking place. It's an unattractive parking place, but it's a parking place where we know we'll get our car back when we want it."

The reason that matters became clear in September 2008. Berkshire had committed $6.5 billion to the Mars-Wrigley deal months earlier, long before anyone knew what that autumn would bring.

When the date arrived, the form of the money was everything:

"I had to show up with $6.5 billion. I couldn't show up with a money market fund or some commercial paper or anything of the sort. I had to show up with cash."

That's why his conviction lands where it does:

"Virtually the only thing I feel good about in terms of having large amounts of ready cash is treasury bills."

Charlie Munger puts it more sharply, reframing the whole question as a discipline issue rather than a yield issue:

"I think it's really stupid to try and maximize returns on short-term money if you're an opportunistic game the way we are, where we want to suddenly deploy money."

He points to pipelines that came up for sale on a Saturday and had to close by Monday.

There was no room to be stuck in "some dubious instrument" when the cash was suddenly needed.

Buffett adds his own version of the same story, a pipeline whose seller feared bankruptcy the following week and needed the money immediately, with regulatory clearance still pending. Berkshire offered to close early and let the regulators review everything afterward, even unwind the deal if required. The point being that readiness, not return, is what closes deals:

"Our ability to come up with cash when people need it, and when the rest of the world is petrified for some reason, has enabled several deals to get done."

And that is the entire logic behind holding tens of billions in treasuries earning almost nothing:

"When somebody comes to us and they say we need a deal right now, we can do it, and they know we can do it, and it can be big. It just has to be attractive."

[SleeperCommanders @SleeperWSH]

49ers SI reporter @grantcohn was on with @BMitchandFinlay and gave his thoughts on why the Brandon Aiyuk situation went nuclear:

He says SF has a "frat boyish, corporate" culture where you have to "bend the knee," and Aiyuk refused.

"De'Vondre Campbell straight up quit the team mid-game a couple of years ago and people called him crazy, but it's like when it's one guy after another, it makes you feel like there's a clique of in-group players on this team, and then there's everyone else."

Highly recommend watching the full interview as Grant provides a ton of insight on the situation. Full interview will be linked in the replies.

🎥: @BMitchandFinlay | #RaiseHail #FreeAiyuk

[Grace🇺🇸 @X_Grace_G]

His Parents Are Using Him For The Family Business (Part 2)

[The Nerve with Maureen Callahan @TheNerveShow]

Jason Sudeikis gets sent to The Nerve’s Woodshed after co-star exposes his true character.

Watch below and download the full episode: https://t.co/vLdZvzswSl

[HENRY @Henrytheefirst]

Caller: “I inherited $1.5 million, should I sign a prenuptial agreement?”

Dave Ramsey: “If you’re asking the question, you already know the answer. Yes.”

Dave Ramsey: “You’re talking about blending a significant amount of assets into a marriage. A prenuptial agreement isn’t about expecting the marriage to fail; it’s about having a clear, mature plan for your future.”

“When you have $1.5 million at stake, you need to protect that foundation. It allows you to enter the marriage with total peace of mind, knowing that your financial future is secure and clearly defined.”

“Don’t let the awkwardness of the conversation stop you. If this person is the right one, they will understand that being responsible with your financial blessings is part of who you are.”

[Defiant Ghost @TheDefiantGhost]

Joey Diaz and Joe Rogan just had a raw conversation about the rapidly deteriorating situation in Cuba and growing U.S. pressure on the regime.

“They’re not surviving. No power. No gasoline.”

According to Joey, Cuba used to get its oil from Venezuela — until that flow was cut off. Now the U.S. is ramping up pressure.

The Trump administration indicted Raúl Castro on May 20, 2026, over the 1996 plane shoot-down. Joey calls it “the beginning.”

“They’re trying to get rid of the communist government.”

Most striking part: Reports say Cuba has begun distributing weapons to civilians and is urging them to prepare for a potential invasion.

JOEY: “That’s what they should do!”

[E X X ➠A L E R T S @ExxAlerts]

ALERT: 'OutKick' founder and Fox News contributor Clay Travis torches the NFL for gouging their fans while violating the Sports Broadcasting Act of 1961.

"Most of your constituents are frustrated. They don't know how to find games, and they are having to pay far too much when they have the opportunity to actually watch those games. I don't know how many of you remember back in the day when you can have one remote control in your hand, and you can easily flip to any different game... They just want to be able to watch their favorite team and not have to struggle to do so."

To watch all the NFL games in 2025 on streaming, you would have needed Sunday Ticket, Netflix, Peacock, Amazon Prime Video, ESPN Unlimited, and NFL+, for a minimum price of $575, according to Fox News.

[cinesthetic. @TheCinesthetic]

Ben Stiller on how he got Tom Cruise to do Tropic Thunder. 🎥

[HENRY @Henrytheefirst]

Caller: “I recently made $1.1M from trading stocks, and honestly, I’m feeling a bit lost. I’ve never had this kind of money before, and I’m worried about whether I should keep pushing my luck with more trades or if I should change my strategy entirely to protect it.”

Dave Ramsey: “You just won the lottery, but you’re still standing in the casino.”

Dave Ramsey: “The problem is that you’re treating this like a job, but in reality, you’re playing a game of chance. You got lucky, and now you’re confusing luck with skill.”

“You need to take that $1.1M, get it out of the volatile market, and move it into solid, long-term investments. Don’t gamble away your financial freedom just because you think you have the ‘magic touch.’”

“Stop trading, preserve the wealth you’ve been blessed with, and start building a real plan for the future. You’ve been given a golden opportunity to never have to worry about money again… don’t blow it by trying to get rich twice.”

[Wall Street Apes @WallStreetApes]

WOAH 🚨 MASSIVE Democrats ActBlue money laundering scam uncovered

Democrats are pretending to buy $200,000 houses and CREATING $200 MILLION DOLLAR MORTGAGES and then laundering the money through wire transfers

This isn’t uncommon, THEY’RE FOUND ALL OVER THE NATION RAN THROUGH ACTBLUE

“Magic mortgages — Let's imagine you buy a house — for $200,000 and it's funded by one of the North American banks. We'll just say Wells Fargo, please don't sue me. All the records, including the mortgage, the deed of trust, the Alta insurance policy, all of those records are recorded in the county record.

Then just a few minutes later, your $200,000 house suddenly has a $200 million magic mortgage that comes through. It's nothing but a wire that goes through the title company. There's no lender involved because it's a hard money loan, what they call a cash hard money loan. But because it goes through a title company, there's no notation of who the lender is and it goes on through the system.

Now what's interesting is, and this is what caught our attention, these are ActBlue officers, corporate officers.

Once we found one, it led to another and, and another, and another and another. So we have them all over the nation. And this is just one small fragment of the human map. You leave this digital dust, if you will. This is one small fragment.“

This is one of the many ways Democrats launder Dark Money

And to explain this in ver simple terms that makes this easy to understand,

- Democrats have homes that aren’t very expensive
- They take out massive loans against these homes, this happens around election cycles
- Now they have tons of money for their campaigns

It’s fraud

[Grace🇺🇸 @X_Grace_G]

A house should not cost you your peace. There is a way forward. It starts with focusing on the facts and taking one right step at a time.