Matthew Theobald

[Matthew Theobald @SkinInTheGme]

Good advice to follow

[TraderLion @TraderLion]

William O'Neil's risk management rules

[Dr Rahmeh Aladwan @doctor_rahmeh]

The IOF demolished the home of another native Palestinian family because they're not jews.

Lady: you want to take our land. You are jealous of us. By God, we will build better. We are stronger than you.

Her son: we will stay on this land, even in a tent.

[Matthew Theobald @SkinInTheGme]

@Oceanbreeze473 Wash your dishes by hand 🖐️

[Polymarket @Polymarket]

NEW: 23-year-old New Orleans man becomes the first in Louisiana to be functionally cured of sickle cell disease through gene therapy.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: South Korea’s stock market falls over -10% as tech stocks pull back.

[Windward @WindwardAI]

Hormuz is reopening, not back to baseline. Center corridor carried 8 of 14 outbound transits today, its strongest since Epic Fury. Northbound traffic on the IRGCN-permission lane has gone quiet. Neutral flag states routing through again. Early-stage normalization, not full reopening.

[The Kobeissi Letter @KobeissiLetter]

Talk about a turn of events.

There is now a 25% chance that the Fed raises interest rates next month, at the July 29th meeting.

At the start of 2026, markets had been pricing-in 2 interest rate CUTS by the July meeting.

"Higher for longer" is officially back.

[Matthew Theobald @SkinInTheGme]

@BasilTheGreat Ouch! 🫣

[National Review @NRO]

Amid controversies large and small, the administration is moving diligently to dismantle decades of woke racial discrimination. | @InezFeltscher

https://t.co/V23WifC5oq

[Nassim Nicholas Taleb @nntaleb]

I started refusing all forms of "networking" or gathering of hotshots w/o specialized focus (squid ink, medical probability) after I attended Davos & was shocked at the mediocrity of courtiers (coupled with the illusion of running the world). Helped escape Epstein & this shit.

[Faytuks Network @FaytuksNetwork]

President Trump has signed two executive orders to accelerate U.S. quantum computing development, setting an ambitious 2028 goal for a powerful system capable of advanced scientific research. The move also mandates federal agencies migrate to post-quantum cryptography by 2031 to thwart future cyber threats.

[Isaiah Taylor - making nuclear reactors @isaiah_p_taylor]

Good morning.

Last night at 8:51pm Mountain Time, the Valar Atomics Nuclear Operations team brought Ward 250 to 10kW thermal output. We held this power level throughout the night.

This is another historic milestone from the Valar team, marking first nuclear power by a startup.

[Matthew Theobald @SkinInTheGme]

Omg 😆 so funny

[Matthew Theobald @SkinInTheGme]

Fascinating!

[Devon Eriksen @Devon_Eriksen_]

Yesterday I told you about Starfall, and how bringing orbital material to Earth is critical to the post-terrestrial economy.

Today, I'm going to talk about the Valar reactor.

In the future, we build things in space because space has infinity free power. Build a solar panel once and milk it forever.

Elon Musk is trying to sell you solar panels on Earth so he can develop them for space. Solar panels are awesome in space.

But they suck on Earth.

What's awesome on Earth is fissionable material. These special rocks just radiate free power. And I don't mean a little bit of free power. I mean a huge amount.

Like, you may think your modern automobile is pretty cool because it gets 30 miles to the gallon of gasoline. But a gallon of gasoline weighs 6 pounds.

If you could run your car on HALEU nuclear fuel instead, then those same six pounds would drive you 11.3 million miles.

You know, just in case you wanted to drive to the Apollo landing site and back.

23 times.

But that's only 17 years of continuous driving, so you should probably put that six pounds of fuel in your Tesla instead. That way you could drive to Mars. In 69 years.

At the end of your journey, you would have a bunch of highly dangerous radioactive waste, of course... six whole pounds of it.

You would have to dispose of it by taking extreme precautions, such as handling it with gloves. And burying it one meter deep. In a coffee can.

Do I have your attention yet?

Now, the spicy rocks are really great because they're super spicy, but the traditional way of using them involves building a great big power plant that weighs about hundreds of thousands of tons, has to be built on a full square mile of wherever you want your power to be, and, for legal reasons, needs to be covered in the thick layer of federal bureaucrats to make sure things cost more, take longer, and generally suck.

So that's where this dude, @isaiah_p_taylor, comes in.

And he says "Wait a minute... if the spicy rocks are so goddamned spicy... why do we need a whole bunch of them in a huge containment vessel surrounded by acres of power plant?"

That's old thinking. Based on our preconceived notions of what a power plant is, which we got from burning coal and oil and other stuff that can't bring you to Mars with one coffee can.

Why not build a little tiny power plant? Like, a power plant the size of a train car? A power plant that you can load onto a train car, or a the back of a semi-rig, take it wherever you need it, and just set it down right there?

Each one holds a wee bit more than that 6 pound coffee can. Like, maybe 90 of those. That'll get your Tesla to Neptune, if you have 4000 years to spare.

Of course, that's not San Onofre. It won't power New York City by itself.

But that's what the word "modular" means. Bring as many as you need. Need one? Bring one. Need ten, bring ten.

If you actually do need to power New York City, bring 2000.

And 2000 isn't an unrealistic number. Because that's also what the word "modular" means.

Standardized.

Interchangeable.

Perfect the process with one, and then churn them out systematically. At scale.

No individualized custom site design. No years of construction. No environmental impact study committees. No thick layer of bureaucrats.

One design. One set of safety standards and protocols. One approval process. Then you crank them out forever.

The concept is already proven. How do you think the Navy gets from San Diego to the Strait of Hormuz? Immigrant galley slaves? Sailcloth?

And that's exactly where you get your workforce of modular plant operators... Navy vets who were running submarine reactors when they were twenty-two years old.

Except you can put these on a construction site because they're not a big box of weapons-grade plutonium. They're a barrel of low-grade fuel you have to handle with... gloves.

In the Robert Heinlein future, you run your factories in space with solar panels, because don't even get me started on how much power the sun gets from six pounds of hydrogen.

But on Earth, you run your air conditioner like this.

[Nassim Nicholas Taleb @nntaleb]

1) Technically, under int. law, "terrorist" activities in "Judea and Samaria" (W Bank) are legal resistance.

2) Israelis are good at creating enemies. By triggering Turkey they will build a new "Global South Alliance" beyong the Turkey-SA-Pak-Egypt quadriga: will incl. Iran.

[Nassim Nicholas Taleb @nntaleb]

"All rumors are false until officially denied".

For the files:
Starmer quit only 3 days after denying the rumors that he would do so, and "vowing" to remain in his post.

[Matthew Theobald @SkinInTheGme]

Interesting. These restrictions will increase the productivity gap between countries that use new technology and those that do not.

[Interesting AF @interesting_aIl]

Norway bans AI access in schools for kids ages 6-13, while also restricting AI for kids 14-16 to prevent academic decline

[Bill Madden @maddenifico]

This is an extremely bad look for Mark Zuckerberg and Meta. Netanyahu and the Israeli government ordered Zuck to remove anti-Israel and pro-Iran posts — and like a Zionist cuck, he did.

[Matthew Theobald @SkinInTheGme]

@AlexTaylorNews Too bad you won’t be allowed to run the AC. Have fun sweating!😓

[Matthew Theobald @SkinInTheGme]

@JustineBateman 😂😂

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US Economic Surprise Index is up to 63.2 points, the highest since August 2023.

This index measures economic data relative to consensus estimates, turning positive when data beats estimates and negative when data misses.

This metric has risen +57.6 points since late April, posting the largest 7-week increase since Q1 2022.

The move comes amid stronger-than-expected jobs data, ISM Services PMI, factory orders, ADP employment, job openings, and ISM Manufacturing PMI.

The US Economic Surprise Index is now approaching the 79.6 peak recorded in July 2023, which would mark the highest level since the early 2021 pandemic recovery.

US economic data is crushing expectations.