Nate Johnson

[Trader Theory @tradertheory]

Goldman Sachs trader Anton Kriel explains how professional traders ACTUALLY act:

[The All-In Podcast @theallinpod]

David Sacks: Everything Kathy Hochul Said About Datacenters Was a False Accusation

@DavidSacks: “These data centers become the scapegoat for all of the angst that people have about AI.

Everything she's saying there is a false accusation on datacenters. So let's just go one by one.”

POWER:

So she's saying that they eat up all of the power. Well, yeah, if you connect to the grid without producing more power and you force datacenters to compete with residential ratepayers, then yeah, you could drive up utility prices.

However, if you do what Chamath said and let them build behind the meter, then they bring their own power. And that's what the president has advocated for since the beginning of his administration, is let the AI companies become power companies.

So that is the way to solve the energy problem or the utility problem.

LAND:

Then, she's talking about eating up land. The reality is these datacenters are a model of land use efficiency.

We have a ton of land in this country, obviously.

NOISE POLLUTION:

The supposed noise pollution, that's largely made up. That can be dealt with.

You obviously don't want to put these things right next to a residential area, but create a little bit of distance, and it's fine.

WATER CONSUMPTION:

The whole water consumption thing is largely a hoax.

Modern datacenters recirculate the water.

AIR POLLUTION:

One final thing just on the point that Hochul is making. She said it created a lot of pollution.

Natural gas, which is how most of these data centers are powered, is one of the most clean burning sources of power that we have.

“When you compare economic impact to all these different things, datacenters are honestly one of the best things we could be building as a nation.”

[kuno @kunoo]

Is trading really gambling?

[Cattleman🪓 @cattleguy92]

Pay attention Consumers!!
We’ve lost a lot of price on live cattle this month so you had better be seeing a drop in the stores!!
If not you know damn well the corporate packers are playing us all yet again!
I don’t see the cattle in the countryside so i guess we’ll see.

[Tommy Robinson 🇬🇧 @TRobinsonNewEra]

"The American is under attack".

Legacy media interviewed this guy and he dropped so many hard facts they weren't expecting, in under 2mins.

[Wall Street Apes @WallStreetApes]

American Preacher uses common sense to explain how far off track America has become

“If you can get arrested for hunting and fishing without a license, but you can enter this country and remain in this country illegally, you got a country run by idiots

If you have to get your parents' permission to go on a field trip and get an aspirin at school, but you don't have to get their permission to get an abortion, you got a country run by idiots

If you must show identification to board an airplane and cash a check and check out a library book, But you don't have to show identification to vote in our elections. You got a nation run by a bunch of idiots

If the government wants to prevent and they want to take our guns away and turn around and send F-16 fighter jets to our enemy countries, take our guns away and give ammunition to our enemy countries, you have a country run by idiots.

— If your government believes the best way to eradicate trillions of dollars in debt is to spend more trillions of dollars in debt, you got a country run by idiots.”

[Dustin @r0ck3t23]

Elon Musk just said the one thing about America they made sure you’d never learn.

The one thing that should’ve made you proud, not ashamed.

Musk: “After World War 2, the US could have basically taken over the world and any country. Like we got nukes, nobody else got nukes. We don’t even have to lose soldiers. Which country do you want?”

One nation held a weapon no civilization had ever possessed.

Total monopoly on destruction. No rival. No consequence. No limit.

Every empire in history that held that kind of power did the only thing empires know how to do.

They took until there was nothing left to take.

America had a greater advantage than all of them combined.

And rebuilt the nations it just defeated.

Musk: “The United States actually helped rebuild countries. So it helped rebuild Europe, it helped rebuild Japan. This is very unusual behavior, almost unprecedented.”

Not almost unprecedented.

It had never happened. Not once in 5,000 years of recorded civilization.

The nation with the power to take everything chose to rebuild instead.

Enemies became allies. Rubble became economies. Surrender became partnership.

Germany went from ashes to the economic engine of Europe in a single generation.

Japan went from unconditional surrender to the third largest economy on earth.

Three years after the war, America was flying food into Berlin.

Into the capital of the country that just tried to end the free world.

That decision reshaped every economy, every alliance, and every trade route on the planet.

Billions of people lifted out of poverty over the next half century trace back to one moment. One nation choosing restraint over domination.

No other country in history can make that claim. Not one.

Musk: “There’s always like, well America’s done bad things. Well of course America’s done bad things, but one needs to look at the whole track record.”

Every nation on earth has blood in its history.

But the measure of a nation was never its worst chapter.

It’s what it does when nobody can stop it.

When nobody could stop America, it fed its enemies and rebuilt their cities.

You’re being told every day that this country is something to be ashamed of.

By people who have no idea what the world looks like without it.

Every free market. Every open border for trade. Every democracy that took root outside Europe stands in the shadow of that single decision.

The values that built this country didn’t just shape America.

They shaped the modern world.

AI is about to hand a small number of people a power advantage that makes nuclear monopoly look primitive.

1945 was the first test.

AI is the last.

That power is going to exist. The only question left is who holds it.

The most powerful thing America ever did wasn’t building the bomb.

It was having the power to take everything and choosing not to.

The people trying hardest to tear that story down have never built a single thing worth defending.

[Harlow @Harlowrpe]

Tiger Woods vs. Every Weekend Golfer ⛳️
Would you be too nervous to swing if Tiger Woods was standing right behind you? 🥶

[Massimo @Rainmaker1973]

The history of the United States of America

[THE GREEK TRADER 🇬🇷 @GreekTrader777]

@lululemon please explain to me why my shorts melt because of a flashlight being on it for less than 5 Seconds this does not happen with cotton I've already tested it. These shorts cost me over $100! Maybe time to short $LULU this is absolutely ridiculous and the smell is terrible! Please RE TWEET people need to be aware how fast their shorts can melt from a freaking flashlight. This is actually dangerous.

[B The Trader @Bthestory87]

This is what separates the traders who make it from the ones who don't.

Every morning at SMB Capital, the team was asked to bring their top two ideas for the day, price levels they were watching, and the patterns they thought would play out.

After a few months, this was made optional, so of course most people stopped doing it…

But there were two guys who did it every single morning religiously.
They always showed up with their two ideas.

And those same two guys went on to become seven and eight figure traders.

The ones who stopped doing the prep always flamed out quickly.

(A THREAD)

[Epic Clip Vault @EpicClipVault]

Not the hero we wanted, but the one we got.

[Massimo @Rainmaker1973]

Someone filmed bats upside down and it looks like a goth night club 🦇

[Ricardo @Ric_RTP]

Palantir's CEO just exposed Sam Altman and Dario Amodei for robbing every Fortune 500 company.

Within two minutes, Alex Karp took the entire frontier AI industry apart on national television.

His exact words:

"Every single enterprise in this country, these people are LIVID. They are paying for tokens that create no value. These people are stealing the weights and alpha of my business."

He literally said the entire frontier AI business model is intellectual property extraction dressed up as a subscription.

Then he also destroyed the pricing model with a single question that Silicon Valley still refuses to answer:

"If it was so valuable, let's say I can make you $1 billion tomorrow. Wouldn't I say I'll make you $1 billion and I want 30 percent? Why are they charging for tokens if it's so valuable?"

That question breaks the industry.

If OpenAI and Anthropic's models truly delivered the productivity gains the labs claim, they would take equity or a share of the profit they generate. They would not sell access by the million tokens.

Token pricing is itself the CONFESSION that the product cannot produce reliable value at scale. If it did, they would price for the value. But they price for the compute because that is what they are actually selling.

Karp went even further...

He called the entire arrangement "a wealth tax that does not help the poor. It just punishes."

American businesses are transferring the alpha of their operations, meaning the workflows, the customer data, the strategy memos, the internal models that make them competitive, directly into the training pipelines of a handful of Silicon Valley labs. Once those labs retrain, the customer's own edge becomes the next enterprise product sold back to their competitors.

And the part the AI industry does not want anyone thinking about:

Every enterprise running its confidential documents, its customer conversations, and its financial models through a frontier model is potentially teaching that model HOW to replace them.

The vendor collects the token fee AND the compounding intelligence about that customer's business. That is the mechanism. And that is why Karp used the word "stealing."

He claims this is why every executive he meets is furious in private and silent in public. Nobody wants to be the CEO who called out the labs and then discovered their next competitor was built on their own leaked workflows.

The entire AI industry has been priced for perfection on one assumption:

That frontier labs produce durable, defensible value that justifies infinite compute spend.

But Karp just told us that the customers do not believe that assumption anymore. They believe they are being taxed without benefit, watched without consent, and copied without recourse.

The moment enterprises stop believing, the whole valuation stack shakes.

[NUCLR GOLF @NUCLRGOLF]

Your friend convincing you to play another 9 holes with the boys 🏌️🙌

[True market Leader @TmarketL]

When you fix this bad habit every thing will change.

[Kentucky Girl @Notwokenow]

Y’all, this is hysterical. Everyone in the south will identify.

[The Vigilant Fox 🦊 @VigilantFox]

Gary Brecka, who chairs Bobby Kennedy's MAHA action committee, says America's food system was engineered to make you sick on purpose.

He's careful with his words for most of the interview. Not here. Brecka argues the disastrous dietary guidelines Americans grew up trusting were never an accident.

BRECKA: "That food pyramid wasn't architected by accident. Lucky Charms wasn't more nutritious than grass-fed steak by accident. Highly processed foods didn't make it to the top of the chart. That was intentional."

"We are undoing decades of intentional malfeasance that, in my opinion—not to be a conspiracy theorist—was designed to make the American population sick and more dependent on drugs."

DR. PHIL: "I couldn't agree with you more, and I don't think it's just wild conspiracy theory."

[Capital Flows @Globalflows]

Goldman Sachs CEO explains how to be successful in markets

[Oklahoma Baseball @OU_Baseball]

how can you not be romantic about baseball?