Jason Burack

CEO of WallStforMainSt, LLC. Research Ninja. Financial Detective. Entrepreneur, Financial Historian, Austrian School Econ & OG Financial YouTuber. VT Hokie.

[Jason Burack @JasonEBurack]

For the people who claim that there's no inflation...
Global M2 rocketed up to $100 trillion and the Saint Louis Fed website admits the purchasing power of the Dollar has been destroyed systemically for decades

[The Defence Blog @Defence_blog]

The company that builds the F-35 shot down an Iranian-style attack drone using an AI system and a missile launched from a shipping container — and built the entire system in 45 days. This is what modern air defense looks like.

https://t.co/j7HHEEG9my

[Jason Burack @JasonEBurack]

Obviously more countries should be buying gold pretty much each month to hedge US Treasury bond losses and currency debasement

[zerohedge @zerohedge]

Since 2022 Just A Handful Of Countries Have Driven All Sovereign Gold Demand https://t.co/e9Tdd9D3s4

[Jason Burack @JasonEBurack]

@RawBooty2 Thanks. Nvidia is booking larger deals for fiber optic cables w Corning. 3D printed copper sheets 1 atom thick like graphene, graphene, fiber optic cables & carbon nanotubes are all being tested now as replacements for copper wiring. There are improvements w those in the labs

[Jason Burack @JasonEBurack]

What is going on in copper?

I know many data centers are using a lot of copper wiring for now, but there is a large Nvidia deal for new fiber optic cables that can replace some copper wiring. Graphene, fiber optic & carbon nanotubes also being tested for wiring at data centers

[Jason Burack @JasonEBurack]

There's many new jobs created here with the capex spending. And many of the jobs multiple college degrees and student loan debt are not required

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US data center construction spending jumped +28% YoY in April, to a record annualized rate of $50.7 billion.

At the same time, public spending on transportation came in at $49.9 billion.

This means data center construction spending has outpaced government transportation spending for the first time in history.

Since 2022, spending on data centers has surged by +357%.

Over the same period, government spending on transportation has increased +16%.

As a result, data centers now account for 2.3% of all US construction spending.

The AI buildout is reshaping US infrastructure spending.

[Jason Burack @JasonEBurack]

No problem for the world's reserve currency

[Breaking Defense @BreakingDefense]

A Cyber Force budget would require at least $10 billion, new commission report says https://t.co/IA2n8lbimn

[Jason Burack @JasonEBurack]

CCP lies often to Westerners

[Michael Ron Bowling @mrbcyber]

China has promised to buy billions more in farm purchases. They also promised to leave Hong Kong independent and to not militarize the South China Sea. Not to mention, they failed to live up to the last trade agreement

All CCP promises are worthless
https://t.co/GQ1SWkmqFz

[Jason Burack @JasonEBurack]

I like this pullback in gold. Good for gold companies with good free cash flow to buy additional assets in M&A. Sentiment cooling off with trend traders leaving the trade is good for base building above $4k/oz and a move higher long term

[Otavio (Tavi) Costa @TaviCosta]

Copper now diverging from gold in a meaningful way.

Yes, AI, industrial demand, and onshoring are part of the story.

But the real driver is a tightening supply-demand imbalance that the market is only beginning to price in.

That said:

Metals rarely stay disconnected for long.

This gap is setting the stage for gold to become the next catch-up trade, in my view.

https://t.co/sJjIAEqwqb

[Jason Burack @JasonEBurack]

The quality and diversity of materials that can be 3D printed including sheets of copper, hypersonic missiles and other different metals and materials seems to have drastically improved recently with alloys, metals and composites

[The Defence Blog @Defence_blog]

A Hawaii startup 3D-printed a military boat hull from volcanic rock and sent it to the Navy for testing. No molds, no factory, no fiberglass — just a printer, basalt fiber, and a digital file.

https://t.co/OYsaHZ8doZ

[Jason Burack @JasonEBurack]

Silicon Valley venture capital business model at the Pentagon now funding lots of DARPA style projects. Small $10 million to $40 million prototype contracts are being handed out like candy now to any company with a good prototype

[zerohedge @zerohedge]

Goldman Sits Down With Anduril As 'War Unicorns' Reshape Defense Tech https://t.co/uictjy12aq

[Hedgeye @Hedgeye]

Central banks resumed gold buying in April

[Christina Pushaw 🐊 🇺🇸 @ChristinaPushaw]

Ah yes, the Soviet Union. Famous for cutting taxes and protecting private property rights.

[Jason Burack @JasonEBurack]

For those that care I am suffering from severe burnout for awhile. So after making over 2k YouTube videos for 15+ years w over 11 million views I am questioning if I should make anymore YouTube videos & why I should spend hrs of work per video on work that doesn't pay the bills

[Jason Burack @JasonEBurack]

What could possibly go wrong?

[Steve Everley @saeverley]

🚨 Trump signs AI executive order asking companies to give government early access to models https://t.co/ZLj0I1fmCF

[Jason Burack @JasonEBurack]

Starting to look a lot like Project Zimbabwe or Venezuela from years ago or Weimar Republic Germany @hkuppy

[Barchart @Barchart]

WARNING 🚨: Stock Market reaches most expensive valuation in history, surpassing the Dot Com Bubble and the run-up to the Great Depression 🤯👀

[zerohedge @zerohedge]

Alphabet Raising $80BN In Equity To Fund Capex, Including $40BN ATM Offering And $10BN Deeply Discounted Deal With Berkshire https://t.co/bQvfiQRs0V

[Jason Burack @JasonEBurack]

This will create some jobs. Just not the 6 figure consulting for HR jobs where you need multiple degrees from a woke university

[unusual_whales @unusual_whales]

Spending on data-center construction in the US eclipsed $50 billion in April for the first time, per Bloomberg.

[Jason Burack @JasonEBurack]

@ReiiValentinaa I met him in person for 30 minutes about a decade ago. He is big into bio hacking and anti-aginging or de-aging supplements and other outside the box medical ideas. He looks a lot younger than his biological age

[Jason Burack @JasonEBurack]

I am shocked he was banned there

[Leading Report @LeadingReport]

Far-left commentator Hasan Piker has been banned from entering the UK.