Sambo

No advice, just friendly ideas sharing with like minded people. Always do your own work

[Sambo @Sambo_mac41]

@treasureh8nter Agreed. BofA double upgrade likely investment banking led

[amit @amitisinvesting]

TRUMP:

I HAVE CANCELED THE STRIKES ON IRAN FOR THIS EVENING BASED ON PRODUCTIVE DISCUSSIONS WE HAVE HAD

markets flip fully green, S&P up 1% 😂

[First Squawk @FirstSquawk]

TRUMP: IRAN NEGOTIATING WITH US TO MAKE A DEAL

[Robert Jenrick @RobertJenrick]

This Government has all the money in the world for Ed Milliband’s mad plans, foreign aid, and benefits for foreigners. But nothing for our armed forces.

Good on John Healey. Shame on them. Reeves and Starmer should go too. And with them this wretched Labour Government.

[Kevin Hollinrake MP @kevinhollinrake]

Labour's own people are telling you everything you need to know.

Wes Streeting: Reeves has no plan for growth.

Pat McFadden: all Labour want to do is tax more to pay more benefits.

John Healey: Starmer won't fund our armed forces.

Jess Phillips: PM only acted to protect women and girls when it needed to save his own skin over Mandelson.

A government turning in on itself.

[Commentary Donald J. Trump Truth Social Posts On X @TrumpTruthOnX]

The United States will be hitting Iran (Whose Navy, Air Force, Radar, Anti Aircraft, and all other forms of Defense, together with most its offensive capability, are GONE!), VERY HARD TONIGHT. At some point in the not too distant future, we will be taking Kharg Island, and other oil infrastructure points, and assume total control of their Oil and Gas Markets, much like we have with Venezuela, which is working out brilliantly for both Venezuela and the United States of America. Thank you for your attention to this matter! President DONALD J. TRUMP

( TS: Jun 11 2026, 8:22 AM ET )​​​‍​​‌‍​​‌‍​​​​​​​‌‍​​​​​​​​‌‍​​​​‌‍​​‌‍​​​​​��‍​​​​​‌‍​​​​​​​​‌‍​​‌‍​​​​‌‍​​​​​​​​​​‌‍​​​​​​​​​​‌‍​​​​​​​​‌‍​‌‍​​‌‍​‌‍

[Yossi BenYakar @YossiBenYakar]

A migrant in Britain openly explains how he arrived by small boat.
He then casually says the British government pays for his apartment, his food, and gives him cash every month, even though he’s not working.
All of this is funded by hard-working British taxpayers.
This is the broken reality of Britain’s asylum and welfare system.
When will the government finally put its own citizens first?

[Sambo @Sambo_mac41]

$PLTR Comrade Sadiq Khan way over his head once again making decisions that makes London less safe so to pander to his anti-capitalist backers

[Sophy Ridge @SophyRidgeSky]

🚨Sir Mark Rowley has just told me London will be “less safe” by the end of the year because he’ll have to lose 500-700 officers from doing frontline jobs after Sir Sadiq Khan blocked plans to use Palantir AI

Q - You wanted to roll out AI provided by Palantir to try and speed up tasks in the Met like searching through reports, searching through phone data. Sadiq Khan, mayor of London, said, no, that's not happening. You've been blocked from doing it. So what does that mean?

ROWLEY: I'm having to shrink the Metropolitan Police because of our budget, so we've shrunk by 3,300 people in 3 years. We're going to lose another 1,150 people this year. We had a plan to avoid doing any damage to the policing of the streets by using technology to automate behind the scenes, as well as improving what officers could do. Now that's been blocked we're going to be taking between 500 and 700 officers out of frontline services equivalent…. 500 to 700 officers and staff who were part of delivering services to London, maybe from call handling through to street policing, we're going to have to reduce that. That will have an effect on the streets of London. That's why we were trying to do a sort of a sort of rapid tech procurement to make a difference for Londoners.”

SOPHY RIDGE: Will it make London less safe?

SIR MARK ROWLEY: “Well, we're going to be smaller at the end of the year. So it'll be less safe at the end of the year than it was otherwise.”

[Sambo @Sambo_mac41]

@HyperTechInvest $BWTX

[Avery Daye @AveryDaye]

We gain NOTHING from mass migration from third-world Islamic countries. They don’t assimilate. They openly say they want Sharia, call us dirty infidels, and aim to conquer. They rape us, stab us, behead us, for being white, then demand we pay for it all.

Tolerance of their intolerance will erase us.

[Mike @MikeLongTerm]

Only $AMD chips allow @OpenAI to do this.

The only company that cares about TCO, TDP, and $/M tokens.

At the end of the day, doesnt matter how much revenue @OpenAI @AnthropicAI grow, they need to show profit and operating leverage to investors.

[Clandestine @WarClandestine]

THERE IT IS!!!

I knew Trump was up to something!

He just confirmed that every night, the US MIL are taking “millions of barrels of oil” out of Iran, and he only revealed this because Iran figured it out.

Meaning, that the US MIL have been conducting covert operations during this ceasefire. That explains why Trump has seemingly been content with Iran stalling during negotiations. There was a purpose. We are taking the oil!

I wouldn’t be surprised if we are also already in the process of extracting the uranium. I wouldn’t be surprised if we just wake up one day, and Trump announces we have it.

So while it may seem like nothing is going on, and we are just in limbo, I can assure you, many things are in motion behind the scenes. Trump holds all the cards, and he is positioning himself to have massive momentum leading into the midterms. Gas will be down, stock market will be up, and MAGA will be surging.

[Daniel Romero @HyperTechInvest]

$AMD to Reach Financial Targets Two Years Earlier

Bernstein’s Stacy Rasgon, previously skeptical on $AMD, now expects AMD to reach around $20 in EPS by 2028, which was originally AMD’s 2030 target

The main reason is not GPUs, but server CPUs, where AMD continues taking share from Intel while the server CPU TAM has expanded significantly

The key points:

AMD’s Data Center segment is now the main growth engine, with strong revenue growth, expanding server CPU share, and Lisa Su raising the long-term server CPU market opportunity from $60B to $120B

The GPU story is more complicated. Rasgon sees AMD improving from a marginal AI GPU player to a more relevant one, potentially reaching 10–11% share, but NVIDIA still dominates through CUDA

The conclusion is that AMD’s CPU business alone is now strong enough to support a much bigger earnings path, while GPUs are additional upside if AMD can close the software and ecosystem gap with NVIDIA

[Susan Hall AM @Councillorsuzie]

Good Lord, surely this can’t be correct 👇

[tae kim @firstadopter]

AMD strikes back! $AMD

"Under the modeled 100 kW rack scenario, AMD EPYC 9965 delivers an estimated 2.37x the rack-level throughput of the NVIDIA Vera baseline and roughly 1.6x that of Intel Xeon 6980P. Next-generation AMD EPYC “Venice” is projected to extend the Vera comparison to 3.30x" https://t.co/76i6mBARPA

[Daily Mail @DailyMail]

Burnham facing fresh scrutiny as country's second-highest court hears his £140m loan deal for Manchester developers was 'obviously' unlawful https://t.co/IueP6Qhxj0

[Stuey Beef 🇬🇧🏴󠁧󠁢󠁥󠁮󠁧󠁿 @stuey_beef]

359 civil servants.

Currently working from Greek and Spanish holiday resorts.

140 of them from Ed Miliband’s department.

The same department whose minister said “further slippage is not acceptable.”

Meanwhile ordinary British families are skipping holidays this summer because they can’t afford them.

This is not flexible working. This is one rule for them.

Another for everyone else.

[Louis Mosley @louismosley]

I welcome scrutiny. On our NHS work, the FT has done plenty of it. I haven't always agreed with where their reporting has landed, but today I have to agree with their Editorial Board:

‘it is clear that NHS data management has improved during the period of Palantir’s contract. So exercising next year’s break clause would be the wrong decision.’

Their editorial, however, does repeat many of the Science, Innovation and Technology Committee’s concerns. So let me answer them head on:

1/ ‘Palantir is ���far from the only company capable” of providing the data analysis UK public bodies need’.

Asserting there should be a British alternative is not the same as there being one. The NHS ran an 18-month, fully open and competitive tender for the FDP. Every major tech company bid, thirty independent evaluators assessed the field, and Palantir won. For what it’s worth, the companies that came second and third in that competition were also both American.

2/ ‘confirm the nature of Palantir’s access to NHS patient data.’

From the headlines you’d think our engineers can pull up anyone’s full patient record. That is simply not true. My rebuttal: https://t.co/KCbZoRfEmE and Tom Bartlett's independent analysis: https://t.co/alPJAv5lhX

3/ ‘the UK is getting “locked in”’

Dependency and lock-in are not the same thing. We become dependent on things because they are useful. Lock-in is a technical problem: ie data and logic that can’t be exported from one system to another. Palantir is built on open formats with open languages, and the contract guarantees the NHS can take its data and logic anywhere it wants. There is no technical lock-in. If a better system emerges, the NHS can migrate there.

4/ ‘It should also explain why Palantir won a £240mn defence contract without a competitive tender.’

This was because it was an extension of an existing three-year programme, not a new award. Extending a programme that is performing avoids the cost, delay, and operational risk of re-procuring work already underway. That is a standard and responsible use of public money, not a lack of scrutiny.

I’ll end where the Editorial Board began with a line I would happily sign my name to:

‘Britain should endeavour to use the best available technology for any task.’

[zerohedge @zerohedge]

*IRAN DECLARES END OF MILITARY OPERATIONS AGAINST ISRAEL: FARS

[amit @amitisinvesting]

folks we got a new ceasefire and that’s why premarkets are green 😂