Not Serious

All-in Tesla. MAHA.

[Calley Means @calleymeans]

@bennyjohnson 🎯

[Benny Johnson @bennyjohnson]

EXCLUSIVE: White House Chief of Staff Stephen Miller Has Enacted a Total BAN On Unauthorized Meetings with Lobbyists and Special Interests by White House Staff

This is a marked break from his predecessor and a signal that there is a massive crackdown coming against corrupt DC influence. Here is the memo just sent to all White House Staff:

“No President in history has fought more relentlessly, selflessly or courageously for the American People than President Trump.”

“Following his example, White House staff are expected to dedicate their time unwaveringly to the working people of the nation.”

“White House staff must receive prior approval from the Office of White House Counsel for meetings on the White House complex with registered lobbyists related to government policy.”

“For any questions regarding industry outreach, please consult the Office of Public Liaison (OPL), which will continue to serve as the primary point of contact for engagement with external stakeholders.”

[David Sacks @DavidSacks]

Bombshell story. The spy narrative is collapsing already.

Is there clear & convincing evidence that Alice Huang was a Chinese spy?

- AG says no. (“no conclusions reached”).
- CIA says no. (“not yet convinced”).
- DNI says no (“not entirely accurate and over-torqued”).
- Ranking Democrat on House Intelligence (incoming Chairman) says no. (“today, at least, I don’t know”). This was immediately after he was briefed.

Who argues otherwise? Anonymous officials tell CNN “it strains credulity to believe that she was not acting as an agent of the Chinese government — simply by virtue of the fact that she is a successful Chinese businesswoman working with one of America’s most powerful companies.”

This is their proof after a year of investigating and surveillance? That she was a “successful Chinese businesswoman”?

At this point, the only crime that we know for sure happened is the leaking of the classified memo. Who did that and why?

An investigation should be opened.

[NOBUNAGA🇯🇵🏯 @japan_nobunaga]

Stop and look closely at the young Marine officer climbing over the concrete seawall on that wooden ladder.

He has less than two minutes left to live.

His name is First Lieutenant Baldomero Lopez, twenty-five years old, the proud son of Spanish immigrants from Tampa, Florida, and a graduate of the U.S. Naval Academy.

On September 15, 1950, during the amphibious landing at Red Beach in Inchon, Lopez was the very first man in his platoon up the scaling ladder into enemy fire. A combat photographer snapped this frame as Lopez vaulted over the wall with his M1 carbine in his left hand, leading the 1st Battalion, 5th Marines forward.

Moments after this shutter clicked, Lopez crawled up to a North Korean concrete pillbox that was pinning his Marines down on the beach. He pulled the pin on a hand grenade and cocked his right arm back to hurl it through the firing slit.

At that exact split second, a burst of automatic fire tore straight through his right shoulder and chest.

Lopez dropped into the trench, bleeding heavily, while his live, primed grenade rolled loose near the boots of his own Marines. His shattered right arm was paralyzed; try as he might, he could not lift it high enough to throw the grenade over the wall.

With only seconds left on the fuse, Lopez refused to shout for someone else to grab it. Instead, he swung his broken right arm in a low arc across the dirt, swept the hissing grenade underneath his own chest, and pressed his body tight over the blast.

Every single Marine around him walked away alive. Whenever someone asks what American leadership looks like, show them the young man at the top of that ladder.

[AleXandra Merz @TeslaBoomerMama]

Where do we stand on the potential merger of SPCX and TSLA?

[AleXandra Merz @TeslaBoomerMama]

What are you all doing?

LOL, you never do this to my polls. More than 4,500 responses already.

Vote and share, please

[Lee Kuan Yimby @LeeKuanYimby]

If you have a refrigerator with food, you are rich enough to be afraid of socialism.

[Sawyer Merritt @SawyerMerritt]

Morgan Stanley’s Adam Jonas in new @SpaceX note on flight 15:

“We do not believe the stock market fully appreciates the significance. A successful catch of both the booster and the ship is likely to be a material positive for the stock, and an even bigger positive for the business, de-risking the greater TAMs across each major segment of the company.

Starship is a key scale enabler for SpaceX. The "Space" segment represents just $8 of our $300 price target, but we believe Starship is the #1 TAM expansion opportunity for both the Connectivity & Enterprise AI businesses (95% of PT) - enabling orders of magnitude more bandwidth per launch and opening the doors to orbital compute and the much wider space-related TAM (lunar infrastructure, orbital manufacturing, resource extraction, etc.).”

[Elon Musk @elonmusk]

SpaceX community benefits

[Eric Daugherty @EricLDaugh]

🚨 JUST IN: In a HUGE move, HHS Sec. Bobby Kennedy announces MILLIONS of dollars for psychedelic treatment Ibogaine for veterans with PTSD, following the Trump executive order inspired by Joe Rogan

MAHA! 🇺🇸

HHS just committed up to $4.9 MILLION to get U.S. clinical trials ready

"If this work succeeds and the medicine earns FDA approval, our pricing will be comparable to that of other generic drugs thanks to the agreement that we've made with Mark Cuban."

Trump signed that order April 18, with Rogan in the Oval Office

Rogan had texted him about ibogaine. Trump's reply: "Sounds great. Do you want FDA approval? Let's do it." 🔥

Mark Cuban's company will make it HERE IN THE UNITED STATES, with the data open-sourced

ROGAN A FEW MONTHS AGO: "With one dose of Ibogaine, more than 80% of people are free of that addiction. With two doses, it's more than 90%. I sent him that information."

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Nvidia, $NVDA, CEO Jensen Huang has resigned as CEO, President, and member of the Board of Directors, effective immediately.

[WOLF @WOLF_Financial]

NEBIUS $NBIS EXPECTS ITS REVENUE TO ROUGHLY QUADRUPLE IN 2027

Its first outlook for next year:
- Revenue: $12-13 billion, above expectations of $11.98 billion
- Capex: $40-45 billion, far above expectations of about $28 billion
- Pre-tax profit: breakeven in Q4 2027

This year got weaker. Nebius now expects 2026 revenue at the low end of its $3.0-3.4 billion range, below expectations of $3.37 billion, as some third-party capacity slipped into 2027. That implies roughly $1 billion of revenue in Q4, vs. the $1.49 billion analysts expected.

Q3 itself beat: revenue of $980.8 million vs. $908 million expected, and adjusted EBITDA of $465.8 million vs. $353 million.

The stock is down about 14% premarket, and fellow neoclouds CoreWeave and IREN are falling with it.

[Not Serious @NotSerious7465]

@SPCX100T @grok what dates did state street buy SpaceX?

[Palmer Luckey @PalmerLuckey]

China wants Jensen out, so I want him in.

[C3 @C_3C_3]

Photo 1: A man who calls for investigations into Elon Musk.

Photo 2: A man who sold his Nvidia stock right before the 30% drop.

[Robotaxi @robotaxi]

Robotaxi now runs 24/7

Every city we're available in

[Elon Musk @elonmusk]

Robotaxi works 168 hours a week

[Elon Musk @elonmusk]

Starship Super Heavy rocket booster moved to launch pad

[Elon Musk @elonmusk]

@XFreeze Much appreciated, Mississippi ❤️

[Elon Musk @elonmusk]

@aaronburnett We would be happy to take the compute back. No problem.

But I think the opposite is going to happen.