Chris Zaharias

[Stephan (1) @springfield1952]

Wist je dat?

Moslims bidden niet op straat in Iran, Saoedi-Arabië of andere moslimlanden—het is illegaal en onbeleefd, omdat het anderen stoort.

Ze doen het alleen in landen die ze veroveren, als een dominantie-strategie.

[Ricardo @Ric_RTP]

Wall Street just pulled off the exact move that turned 2008 from a housing problem into a global collapse.

They turned Nvidia graphics cards into bonds, stamped them investment grade, and started selling them into the funds that hold retirement money.

Here is what happened while everyone was busy arguing about whether AI stocks were overvalued:

The company at the center is CoreWeave, which rents out Nvidia chips to AI companies.

To buy those chips, it borrows enormous sums, and the collateral on the loans is the chips themselves. That alone is alarming because a graphics card LOSES most of its value within a few years as the next generation makes it obsolete.

You are lending against an asset built to rot.

In January, Nvidia invested $2 billion straight into CoreWeave, which then used borrowed money to buy more Nvidia chips.

On March 31, CoreWeave closed an $8.5 billion loan backed by its chips, and for the first time the rating agencies stamped that chip-backed debt investment grade, with Moody's assigning it an A3.

Debt secured by depreciating graphics cards was rated nearly as SAFE as a blue-chip corporate bond.

Then on May 18, CoreWeave closed the first chip-backed facility designed to be publicly syndicated and traded on secondary markets.

And that's the part that really matters because it means this debt can now be sliced up, passed around, and bought by anyone, including the bond funds and pension managers who are required to hold "safe" investment-grade paper.

On June 11, it announced another $3.5 billion in bonds on top of all of it.

Now compare this to what happened in the past:

Subprime mortgages in 2007 were not dangerous because some people got loans they couldn't repay...

They became a global bomb the moment that debt got rated AAA and sold into the wider financial system, because the rating is what let it bleed into money market funds, pensions, and bank balance sheets that were supposed to be boring and safe.

The bad loans were the spark but the packaging and rating were the detonator.

And that detonator just got built for AI.

Debt backed by graphics cards is now rated investment grade and trades on secondary markets, which means the AI bubble is no longer trapped inside tech stocks you can choose not to own.

It has been quietly converted into bonds and routed toward the retirement accounts of people who have never typed a single prompt in their lives.

And the whole structure rests on a backlog of customer "commitments" that CoreWeave values at nearly $100 BILLION, backed by a $21 billion Meta deal and a $6 billion Jane Street deal.

Those are promises to pay over many years, made by AI companies that are themselves mostly unprofitable and burning cash. If even a few of those customers slow down or walk away, the collateral sitting under all this rated debt is a warehouse of chips losing value by the month.

The AI bubble used to be a stock-market story you could opt out of. But as of this spring, that isn't the case anymore.

So here's the real question:

When the people packaging this debt swear to you that it's safe, who do you think is standing on the other side of that trade?

[Isaac @isaacrrr7]

Este es el mejor video que vi en mucho tiempo.

Soldados israelíes se hacen pasar por terroristas de Hamás en EEUU y comienzan a detallar con orgullo las atrocidades del 7 de octubre a personas que apoyan a Hamás.

Miren las reacciones, es imperdible.

[Chris Zaharias @SearchQuant]

Finally some common sense!

[Isaac @isaacrrr7]

Los musulmanes de toda Europa están conmocionados tras la histórica y valiente decisión de Suecia: dejará de usar el término «islamofobia», acuñado por los Hermanos Musulmanes, por considerarlo un concepto manipulado políticamente para silenciar las críticas al islam.

La ministra de Asuntos Exteriores sueca, Maria Malmer Stenergard, anunció que su gobierno presionará a la Unión Europea y a las Naciones Unidas para que dejen de usar este término fraudulento.

El concepto de «islamofobia» fue diseñado deliberadamente para equiparar la crítica legítima a la doctrina islámica con el racismo. Se utilizó como arma para silenciar el debate sobre textos islámicos fundamentales que contienen mandamientos para hacer la guerra, violar y someter a los no musulmanes.

Suecia acaba de reconocer lo que millones de europeos ya saben: criticar una religión que abiertamente llama al asesinato y la esclavitud sexual de los no creyentes no es una fobia, sino sentido común y autoconservación.

Esto supone un duro golpe para el lobby islamista en toda Europa.

¿Estás de acuerdo con la decisión de Suecia?

[Chris Zaharias @SearchQuant]

@KnicksMuse An alley oop is NOT a shot

[🇺🇸RealRobert🇺🇸 @Real_RobN]

Mark it.

“Ladies and gentlemen, you will not hear a better argument for the President of the United States than those five minutes and twenty-five seconds right here:

Cut it. Mark it. Drop it in.

Are you a Leftist?
Are you a Communist?
Are you a Marxist?
Are you super Right-wing? Doesn’t matter.

You can’t disagree with that. That is the best argument you will ever hear—condensed, distilled, like proof alcohol—into why Charlie Kirk believes in this President.”

[Eric Daugherty @EricLDaugh]

🚨 HOLY SMOKES. ActBlue just PLED THE 5TH and REFUSED to answer about getting foreign donations infiltrating US politics on behalf of Democrats

She wouldn't even refute getting RUSSIAN money! 🤯

ActBlue is a FRAUD group. Shut it down!

REP. JIM JORDAN: Your board chairman said ActBlue accepted up to 38 million contributions in 2024 that had the signs of foreign origin. How much fraud is too much fraud?

ACTBLUE: On the advice of counsel, I respectfully declined to answer the question pursuant to my Fifth Amendment rights under the Constitution.

JORDAN: How many foreign contributions did ActBlue accept?

ACTBLUE: On the advice of counsel, I respectfully declined to answer the question pursuant to my Fifth Amendment rights under the Constitution.

JORDAN: How much money did ActBlue accept from Russia?

ACTBLUE: On the advice of counsel, I respectfully declined to answer the question pursuant to my Fifth Amendment rights under the Constitution.

JORDAN: Why did your entire legal team quit? Your in-house legal team?

ACTBLUE: On the advice of counsel, I respectfully declined to answer the question pursuant to my Fifth Amendment rights under the Constitution.

JORDAN: Did your legal team quit because of reduced fraud standards?

ACTBLUE: On the advice of counsel, I respectfully declined to answer the question pursuant to my Fifth Amendment rights under the Constitution.

JORDAN: We won't keep you here all day, but let me just do one more. Did you weaken your fraud standards to help Democrats?

ACTBLUE: On the advice of counsel, I respectfully declined to answer the question pursuant to my Fifth Amendment rights under the Constitution.

Absolutely insane.

[Todd Saunders @toddsaunders]

Mythos / Fable is unbelievable.

Was on a customer call today and had Claude transcribing in the background.

As they were telling me about the features they wish their current software had, Claude was building the features in real time.

By the end of the call I was able to show a fully working product, with the exact workflow they mentioned 15 minutes earlier.

Autonomous looped building triggered from a customer call. 🤯

[Chris Zaharias @SearchQuant]

Not all tech startups have ~20% employee options pools, but IMHO virtually every startup that meets or beats investor expectations does.

[Investing Addict @InvestingAddict]

POV: Me and the SpaceX lunch lady when she becomes a millionaire after the IPO.

[Rawan Osman روان عثمان @RawaneOsmane]

I grew up in a Hezbollah stronghold in Lebanon’s Bekaa Valley. Israel was not a country in my education. It was a crime. A wound kept open on purpose. Every funeral, every slogan, every sermon pointed in the same direction: there, across the border, is the source of your suffering. Believe it. Repeat it. Pass it on.

I believed it. I repeated it. For years.

Then I moved to France. And I met Jews.

Not the abstraction. Not the enemy. People. Neighbors. Colleagues. And the collision between what I had been taught and what I was seeing in front of me was so violent — so intellectually embarrassing — that I had no honest choice but to start over. To read. To ask. To dismantle, brick by brick, everything I had been given as truth.

What I found on the other side of that dismantling was not just the absence of hatred. It was something I had not expected: admiration.

Let me be precise about what I am defending and what I am not.

I am not defending every Israeli policy. I am not defending any government unconditionally. I am not asking anyone to check their critical faculties at the door.

I am defending what Israel is. What it represents. What it has built, against every conceivable pressure, in a region that has largely failed its own people.

Israel is a democracy in a neighborhood of autocracies. It is a state governed by law in a region where law is routinely weaponized against citizens. It is a country where Arabs sit in parliament, where women lead, where dissent is not a death sentence. It is imperfect — as every democracy is — but it is genuinely, structurally different from everything surrounding it.

That difference is not incidental. It is the point.

The so-called Palestinian cause, as it is prosecuted today, is not a national liberation movement. I say this not to dismiss Palestinian suffering; suffering is real, and real people pay its price. I say it because the infrastructure of the “cause” — its funders, its ideologues, its loudest champions — has never been interested in Palestinian statehood. It has been interested in Jewish elimination.

Look at who built the movement’s international architecture. Look at the 1997 Tehran OIC summit, where the language of “apartheid” was first systematically attached to Israel, not by Palestinians, but by the Iranian regime, for export. Look at Durban. Look at who profits when the conflict continues and who loses when it resolves. The answer is never the Palestinian family in Gaza. The answer is always the regime, the militia, the ideological infrastructure that needs the wound open.

The Palestinian cause, as it functions on the world stage today, is a tool of an anti-western civilizational project. Its goal is not a state alongside Israel. Its goal is a world without Israel, and, by extension, a world where the values Israel represents are defeated. Liberal democracy. Jewish self-determination. The idea that a small people can survive, build, and insist on their own dignity against the will of those who would erase them.

When western progressives march under that banner, they are not marching for freedom. They are marching for the annihilation of the only thing in the Middle East that resembles what they claim to value.

I came to Judaism slowly, the way you come to something true, not in a rush, but in accumulation.

It was not the politics that moved me first. It was the texts. The insistence, running through thousands of years of Jewish thought, that the human being is created in the image of G-d, and that this is not a metaphor but an obligation. An obligation to see the other. To argue. To question. To hold power accountable, including your own.

I had grown up in a culture where the highest virtue was submission. To the leader, the militia, the narrative. Judaism confronted me with the opposite proposition…

Read the rest of the essay on my Facebook page.

[The SCIF @TheSCIF]

Nithya Raman tied to HOMELESS NGO in L.A. receiving $600k, with thousands of homeless voters registered at shelters with ZERO beds.

I believe we found where Raman's magical mail-in ballot drops came from. U.S. Attorney launching probes into major fraud.

James O'Keefe and many others showed you that the homeless are being paid for votes. Direct link to Nithya Raman, St. Joseph Center received $600,000 in taxpayer funds from the homeless/housing committee while Raman was chair.

A photo of her presenting the check was quietly removed from the center's website after NY Post article. Raman's campaign and the center did not respond to questions.

7,600 voters registered at homeless shelters and service providers across LA. Midnight Mission, Skid Row, 1,160 registered voters, but the shelter only has beds for 84 men + 36 women.

St. Joseph Center, Venice drop-in center, 185 registered voters at its address, offers no beds or accommodations whatsoever.

Hundreds more tied to supportive/affordable housing projects, with nearly 200 added in the final weeks before the registration deadline.

Over 80 voters registered at four behavioral health/addiction facilities, Corner of Hope, Volunteers of America Alcohol Services, LA Centers for Alcohol & Drug Abuse, Homeless Health Care LA Harm Reduction Center.

313 voters tied to LA County social services facilities. Voter registration drives witnessed outside grocery stores, one homeless man, Norman, claimed he was paid to sign people up and saw cigarettes offered as incentives during "big push" efforts.

One registered voter, Bo Jackson, near Midnight Mission couldn’t remember registering and couldn’t name a single candidate in the LA mayor’s race.

The story ties directly into the heated LA mayor's race and major concerns over California's election integrity with clear ties to fraud.

[Chris Zaharias @SearchQuant]

@Moshaikh @MultiverseCompu is making inference 50-200% more efficient for the publicly-traded ISVs, inference-heavy enterprises and device mfrs we touch.

[Elon Musk @elonmusk]

The magnitude & brazen nature of the government payment fraud is staggering

[Chris Zaharias @SearchQuant]

@themillmac @elonmusk Did your parents teacher you to be a quitter or did you learn that all on your own?

[Elon Musk @elonmusk]

Yes

[Wall Street Apes @WallStreetApes]

This is the PERFECT example of why foreigners should not be allowed to run for office

Zul Mohammed just ran for Mayor of Carrollton, Texas. He’s from Pakistan

“No vet has made any sacrifice. I want to make that clear. I do not support the US military. No, I do not support the United States. I look down on both entities. I want to make that clear”

I can’t think of a better example of why only natural born citizens should be allowed to run for office

Also he is a Muslim, which further enforces the classic “I do not support the United States”

We need new election eligibility laws

[Chris Zaharias @SearchQuant]

@Sabiha1278 I wasn’t even there, and I feel satisfied.

[Mor Edge Insight @MorEdge_Insight]

Even Arab leaders admit it.

Everyone is sharing the Bill Clinton clip where he describes how Yasser Arafat rejected a generous peace offer at Camp David that would have given the Palestinians a state on 96 percent of the West Bank, land swaps, and a capital in East Jerusalem. Clinton says Arafat lied to him and that the Palestinian leadership never actually wanted a two-state solution. They wanted to destroy Israel. It’s a video often shared by people like @VividProwess, and it’s an important one for people to see.

Of course, critics immediately dismiss it. They claim Clinton is biased or he’s pro-Israel. They’ll tell you that you cannot trust the American perspective.

Ok, so let us set that aside.

Now watch this.

In this powerful interview, former Egyptian President Hosni Mubarak, a major Arab leader who was directly involved in negotiations, says exactly the same thing from the Arab side. He talks about the Mena House Conference in Cairo as well as the Camp David negotiations of 1978. All failed because of the Palestinians repeatedly rejecting any offer. The Oslo accords were signed but because Hamas and the Palestinian Islamic Jihad were not involved, they derailed the accords and any chance for peace by initiating 4 years of terrorist suicide attacks in Israel. Then came the second Camp David negotiations in 2000 which Arafat agreed to, then rejected and instead initiated the Second Intifada.

Mubarak explains how the Palestinians refused to even participate in the Mena House conference of 1977. He describes repeated opportunities they were given, including a detailed document that called for Israeli withdrawal from the Samaria, Judea and Gaza, security arrangements during a transitional period, and other major concessions. The Israelis were willing to negotiate on difficult issues like who would control security. The Palestinians, according to Mubarak, kept saying no and wasting chance after chance.

He speaks with clear frustration about how for decades the Palestinian side has rejected peace initiatives and realistic compromises.

The video further shows footage from the PLO representative in 1977, as well as old footage of Egyptian president Sadat who was involved in the Mena House and first Camp David negotiations of 1978.

This perhaps is far more impactful than Clinton’s account because it is not a Western or Israeli voice. It is prominent Arab leaders who lived the negotiations, who represented the broader Arab world, and who had zero incentive to defend Israel.

When leaders from both sides of the table describe the same pattern of Palestinian rejectionism and violence, it becomes much harder to dismiss as bias.

The pattern is clear across decades and across different voices… generous offers, repeated refusals, and continued demands for everything while giving nothing in return.

This is not ancient history. It is the core reason the conflict continues today.

If you value the truth, please share.

[Tironianae 🍊🍊 Z. - Ultra Verbum Vincet @Tironianae]

🚨#ALERT: Everyone needs to be aware of this

Journalist Avery Daye exposes the history of Minnesota Rep Ilhan Omar

“Ilhan Omar — I figured not enough people know about her family’s history, so let’s recap:

Her dad and her grandfather were both high-ranking military officials in the Barre regime, which killed over 200,000 people. They’re most famous for the Isaaq genocide — it was the worst of the worst: aerial bombings, executions, man-made famine.

People massively suffered under this regime, with the help of people like Ilhan Omar’s family who supported the regime and carried out this, this horror.

— They have family ties to this guy known as the Butcher of Hargeisa, and his whole shtick was “kill all but the crows.””

“So the suffering of the people of Somalia was so bad that there was a civil war and the regime was overthrown. Her family fled first to Kenya and then Minnesota, claiming they’re like these asylum seekers.

These poor, poor people. No, no, no, no. They were fleeing to escape being held accountable for what they did. She was not oppressed. Her family, they were the oppressors.”

“So for the Democratic Party to have her as a representative is insane to me — and the way that they’ve like rebranded her as all this poor refugee? No, no. She wasn’t a refugee of war. Her family created the war.”

[Clay Travis @ClayTravis]

These Spencer Pratt videos by @dsonoiki are better than 99.9% of political consultant ads. He does it again.