NickInvest

[Elon Musk @elonmusk]

@peterrhague Among other things, @Neuralink will enable quadriplegics to use their hands and walk again and the completely blind to see.

Jesus-level miracles.

[Rothmus 🏴 @Rothmus]

Harvesting just one kidney from 20% of America’s politicians would give a new kidney to EVERY SINGLE PERSON currently on the transplant waiting list.

[Geiger Capital @Geiger_Capital]

Elon employs ~160,000 Americans and in one morning created thousands of millionaires…

You have done nothing for America.

[Mike Solana @micsolana]

men look at the accomplishments of great men in awe. they feel proud, inspired, and want to be great as well. parasites rub their greedy little insect hands together and say "that's mine." ro khanna is a parasite.

[Bill Ackman @BillAckman]

@Geiger_Capital @SavvyAuntie Worse than nothing. She has done considerable harm to the country.

[Martin Shkreli @MartinShkreli]

@SenWarren u need to stfu is what you need

[Jeff Bezos @JeffBezos]

Thank you. The important part is zeroing out taxes on the bottom half. Best way to put money in someone’s pocket is to not take it out in the first place. Bottom half is only 3% of total tax revenue. But it’s very meaningful to that person. Zero it out.

[Jeff Bezos @JeffBezos]

Yes, the United States has the most progressive tax system in the world. The top 1% pay 40% of taxes, the bottom 50% pay 3% of taxes. We can make it even more progressive by zeroing out taxes on the bottom half. It’s a small amount of the total tax revenue but very meaningful to people in this group.

[JT @jiratickets]

"Semiconductor stocks can't keep gapping up 10% every day"

Semiconductor stocks:

[el gato malo @boriquagato]

the current TSA mess is american politics in a nutshell.

the basic issue itself is manufactured and either side could break this deadlock but neither will.

the dems added policy terms/riders to a "must pass" funding bill to try and force them through.

the GOP are refusing to pass it because of those terms which would limit and hamstring ICE, provide asylum, etc.

the dems offer to split the bill and fund TSA. the GOP is saying no.

and everything deadlocks.

and so DHS goes unfunded and the pain gets piled on us while the donkeys and elephants play at brinksmanship.

they both love it.

the GOP get to yell and fundraise on "the donkeys won't limit immigration or let us arrest illegals!"

the dems get to yell and fundraise on "the GOP shut down the airports with bill riders!" and claim that "the jackboot republicans want to arrest your gardener!"

both sides think they are benefiting from the positioning and neither seems to care that there is a country full of people attached to their partisan poo flinging and the wreckage it inflicts.

this whole "and now it takes 3 hours to check in at the airport" is a contrived and needless problem. they generated it to play politics by inflicting pain on americans because this stuff is cash contribution gold and it benefits them.

the entire american political class has become a vicious parasite. they do not care what happens to we the people so long as their money keeps flowing.

and if you doubt this, consider: wev'e seen 1000 stories about corruption, graft, theft, mysterious $30 or 3000 million fortunes accumulated in a few years on a $175k salary. everyone sees it. they agree it's an issue, talk about it on TV, stump speech about it, but has anyone actually done a damn thing to stop it?

has anyone been investigated, held accountable, arrested? has any of the money been taken back? nope. nada. zilch. all the outrage is fake. there is just the swamp. and the swamp will lie and accuse and its dwellers will vilify one another and accuse each other of every kind of immorality and stupidity. but it's a just a cacophony of calumny played as pantomime and devolving to farce.

congress and the permanent state is a rancid and corrupt aristocracy. nothing more.

they do not serve the people, their serve themselves.

they will not solve the problem because they are the problem.

and they will never allow accountability because, above all else, the swamp protects its own.

[Elon Musk @elonmusk]

I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country

[Matt Van Swol @mattvanswol]

Anyone else having trouble getting up to go to work today after watching Nick Shirley's video?

Pretty sure 30% of everything I make today is going to some sort of insane daycare, hospice, SNAP, or Medicaid fraud.

We shouldn’t be paying taxes until this is fixed.

[America @america]

These are The Five Republican holdouts on the Save America Act in the Senate.

Call Your Senator:

Lisa Murkowski, AK: [phone]
Dan Sullivan, AK: [phone]
Mitch McConnell, KY: [phone]
Susan Collins, ME: [phone]
Thom Tillis, NC: [phone]

[Elon Musk @elonmusk]

To the stars!

@SpaceX & @xAI are now one company

[Documenting Saylor @saylordocs]

Raise $10M in seed funding.
Put it in a 4.5% yield checking account.

Three days later, tell investors:
“We’re at a $450K run rate.”

They give you another $50M.

Three days later, tell them:
“You won’t believe this, but we’re at a $2.7M run rate.”

Repeat until you IPO.

[Rihard Jarc @RihardJarc]

A must-read interview with an employee at a hyperscalers explaining what the bottlenecks in terms of semis and data centers look like today ( $AMZN, $MSFT, $GOOGL):

1. According to him, right now HBM is considered the most critical commodity and is facing the most severe supply constraint. Because of that, HBM is commanding one of the highest price margins. He believes HBM will remain in very tight supply even for the next 2-3 years. In terms of margins, he thinks companies such as $MU, SK Hynix, and Samsung will be able to have even 70-80% price margins.

2. He mentions that even $TSM is struggling right now with achieving the high yield level at two nm and 1.8 nm. The three nm-based node, even today, is considered one of the most high-yielding generating nodes and one that is being used to manufacture the majority of the semiconductors. The problem with 3nm is that it has higher power consumption and does not provide the level of price that they are looking for.

3. According to him, $TSM has promised that for a 2nm node, they want to reach yield levels around 80% by early 2026, but they are right now still operating at 65-70% yield.

4. He is confident that the demand for semis will continue to rise in the next 3-6 months and that if the supply situation doesn't improve, the supply/demand gap will be even wider than it is today.

5. HBM has been the biggest reason why they have delays and longer lead times across categories.

6. According to him, the players that are gaining the largest market share are $NVDA, $AVGO, $ARM, $AMD, and $GOOGL. In the HBM market, he thinks SK Hynix is gaining the most share, while Samsung is the number one player in DDR and will continue to dominate there.

7. The biggest driver of demand right now is AI inferencing. AI inferencing requires a significant amount of storage capacity, memory, and high-performance networking at a very, very low latency. Implications are strong not only on memory capacity requirements but also on SSD storage and networking speed.

found on @AlphaSenseInc

[Anduril Industries @anduriltech]

Today we’re announcing the AI Grand Prix. The fully autonomous drone racing competition inviting the boldest engineers from around the globe to compete for $500,000 and a job at Anduril.

No human pilots.
No hardware mods.
Identical @neros_tech drones.
Software is the only path to victory.

If you win, it’s because your autonomy stack is better. Full stop.

Season 1 kicks off this spring, leading up to the AI Grand Prix Ohio.

[Kalshi @Kalshi]

JUST IN: European Union readies trade "bazooka" against the US

[Steve Byrne @stevebyrnelive]

French Troops have arrived in Greenland to help train locals how to surrender to the U.S.