Smart Investor

[JD Vance @JDVance]

Henry Nowak died the same way a civilization dies: abandoned, handcuffed by authorities who neither trusted nor cared for him, and accused of hate crimes he did not commit. His murder is as tragic as it is enraging. He should still be alive today, and he would be if the last few generations of European elites had stood their ground against the politics of self-hatred and the mass invasion of migrants, many of whom despise the West and the people who love it.

Henry was far from the first to so needlessly lose his life, and I fear he won’t be the last. Each time a life like his is lost, the proper response—the only response—is righteous anger. One of the most important things the Trump administration has proven to the world is that stopping the flow of mass migration and defending national sovereignty is a matter of political will and leadership. Anything else is an excuse.

It is because we love the West that we want to preserve it. We love our civilization. We love our country. We love our children. And nobody—nobody—should ever die the way that Henry Nowak died. May God comfort those who loved him, and may God rest his soul.

[Smart Investor @SmrtInvestor]

@Nasir_Amany @grok verify

[Azat @AzatAlsalim]

When he was caught and arrested for attempting to rape a 14 year old British girl! He said “I am Muslim, this is my religion, we have our rules”!

[Black Hole @konstructivizm]

Monthly variations in global temperature from 1880 to 2021

[Rapid Response 47 @RapidResponse47]

.@VP: "Do you think that it's respectful to come to the Oval Office of the United States of America and attack the administration that is trying to prevent the destruction of your country?"

@POTUS: "You don't have the cards right now. With us, you start having cards ... You're gambling with the lives of millions of people! You're gambling with World War III!"

[Donald J. Trump @realDonaldTrump]

On Trade, I have decided, for purposes of Fairness, that I will charge a RECIPROCAL Tariff meaning, whatever Countries charge the United States of America, we will charge them - No more, no less!

For purposes of this United States Policy, we will consider Countries that use the VAT System, which is far more punitive than a Tariff, to be similar to that of a Tariff. Sending merchandise, product, or anything by any other name through another Country, for purposes of unfairly harming America, will not be accepted. In addition, we will make provision for subsidies provided by Countries in order to take Economic advantage of the United States. Likewise, provisions will be made for Nonmonetary Tariffs and Trade Barriers that some Countries charge in order to keep our product out of their domain or, if they do not even let U.S. businesses operate. We are able to accurately determine the cost of these Nonmonetary Trade Barriers. It is fair to all, no other Country can complain and, in some cases, if a Country feels that the United States would be getting too high a Tariff, all they have to do is reduce or terminate their Tariff against us. There are no Tariffs if you manufacture or build your product in the United States.

For many years, the U.S. has been treated unfairly by other Countries, both friend and foe. This System will immediately bring Fairness and Prosperity back into the previously complex and unfair System of Trade. America has helped many Countries throughout the years, at great financial cost. It is now time that these Countries remember this, and treat us fairly – A LEVEL PLAYING FIELD FOR AMERICAN WORKERS. I have instructed my Secretary of State, Secretary of Commerce, Secretary of the Treasury, and United States Trade Representative (USTR) to do all work necessary to deliver RECIPROCITY to our System of Trade!

[Smart Investor @SmrtInvestor]

@jjbover @brewmarkets It doesn't include wholly owned firms like Geico and many others.

[Smart Investor @SmrtInvestor]

OpenAI is now Closed AI. Deepseek and Llama are real Open AIs.

[CNBC @CNBC]

An AI lab out of China has ignited panic throughout Silicon Valley after releasing AI models that can outperform America’s best despite being built more cheaply and with less-powerful chips.

Learn more about China’s DeepSeek here: https://t.co/A0heEiPYfk

[BRICS News @BRICSinfo]

JUST IN: 🇷🇺 🇺🇸 Vladimir Putin calls for long-term peace with Ukraine and says Russia is "open for dialogue" with US President Trump on the conflict in Ukraine.

[Geiger Capital @Geiger_Capital]

December 2020.

Jake Tapper asks President-elect Biden about Trump possibly issuing preemptive pardons…

Biden: “It concerns me, the type of precedent it sets. How the rest of the world looks at us as a nation of laws. You won’t see me doing that.”

[Epic Maps 🗺️ @theepicmap]

17. These three regions make up 50% of world GDP

[Dr Danish @operationdanish]

$TRUMP coin is a scam and embarrassing for all US citizens.

Essentially, it allowed insiders to snipe the entire supply at launch.

We should hope for better from our leaders. Just because the other side is corrupt doesn’t give you a license to do the same.

I hope people on the right speak out.

[Tom Rees @tomelleryrees]

The UK has seen gilt yields rise sharply in early 2025 no doubt but they don't look quite as horrific when you look at it like this. Gloomy UK narrative looks overdone
- 2-yr yield in line.
- 10-yr yield 5bps above average
- 30-yr yield a bit worse, 7bps above average

[Amjad Taha أمجد طه @amjadt25]

Islamist terrorists, we ban them, you welcome them. Today, my country, the UAE, placed 19 individuals and entities on its Local Terrorist List for their direct ties to the terrorist organization Muslim Brotherhood. Shockingly, these groups operate freely in Britain under Keir Starmer's watch. The West must realize that Islamists are evolving, living among you, learning your expectations, and waiting for the right moment to strike.

For example, Islamist terrorists now use deceptive names like "Cambridge Education and Training Center Ltd.," which my country has banned but the UK has not. This so-called "Cambridge Education and Training Center Ltd." is an Islamist front exploiting education to turn your children into hostages of Hamas Gaza-like propaganda, using your city’s proud name to spread racism and antisemitism, poisoning minds under the guise of learning. Astonishingly, your government allows Cambridge’s name to be tarnished by hate.

Why is the London police not investigating these dangerous Islamists, who hide behind corporate fronts like Yas for Investment and Real Estates LTD and Holdco UK Properties Limited? They are buying properties, displacing citizens, and maybe opening the door for former Al-Qaeda members and illegal immigrants to seize control of your city.

The UAE has banned the Muslim Brotherhood because we recognize them for what they truly are: breeders of extremism, the root from which Hamas, Al-Qaeda, and ISIS emerged. How many more warnings will it take before you stop prioritizing political correctness over your people’s safety?

A terrorist in the West is a terrorist in the East, North, and South. Do not make him a property seller or an educator. No one plants a poisonous seed and expects to harvest good fruit. Wisdom teaches us that evil breeds evil; delay in action only strengthens its roots.

Here’s the link to today’s banned Islamist entities in the UAE:
https://t.co/YoiMGakbdu

[Rohit Agarwal 🇮🇳 @ragarwal]

@Official_PIA This will go into the hall of fame (shame?) for advertising

[Smart Investor @SmrtInvestor]

@elonmusk Here is a link to the full doc for interested folks to read and reflect

https://t.co/NU82gvH3Km

[Kakashii @kakashiii111]

Nvidia H100 GPUs Saga: American Cannabis Company's Billion-Dollar Mirage

American Cannabis Company, an OTC ($AMMJ) company that provides advisory and consulting services to the cannabis industry, announced on September 5, 2023, its merger with a newly incorporated datacenter company, "HyperScale Nexus Holding Corp," incorporated in Nevada just on July 3, 2023, two months before the announcement of the merger.

When we look at the incorporation data of HyperScale in Nevada we see that its President, Secretary, Treasurer and Director and the only employee is Tad M. Mailander, which is coincidentally also an Independent Director in American Cannabis Company, owns 10.563% of the Company's common stock.

This leads to the conclusion that with the establishment of HyperScale, American Cannabis Company is planning a shift in its core business with this merger. Upon the completion of this acquisition agreement, it aims to provide services and management of Datacenters.

American Cannabis Company has a rich history of changing its core business. The company was incorporated on September 24, 2001, with the name Naturewell, Inc., to develop and market clinical diagnostic products using immunology and molecular biologic technologies.

On March 13, 2013, Naturewell, Inc. completed a merger transaction, acquiring 100% of Brazil Interactive Media, Inc. (“BIMI”), which operated as a Brazilian interactive television company and television production company through. After the merger, Naturewell changed its name to "Brazil Interactive Media, Inc."

The Company has been in the business of producing live TV shows using interactive media technology to generate revenue with an interactive telephone calling component using its own unique and proprietary television programs that include quiz shows, games, psychics and live chat formats.

Just one year after the merger, the company embarked on another significant endeavor, entering into an agreement to acquire American Cannabis Consulting, a specialized provider of cannabis-related services. Following the merger with American Cannabis Consulting and the disposal of EsoTV on September 29, 2014, BIMI underwent a transformation, rebranding itself as American Cannabis Company, Inc.
On October 10, 2014, American Cannabis Company, Inc. changed its stock symbol from BIMI to AMMJ.

Now, after a decade, they are changing their core business again to focus on Datacenters.

let's get into the twist:

American Cannabis Company is a $2 million market cap company with annual revenue for 2022 of $18 million USD, with a net income of -$600k.

It's a very small company, but they are aiming big!

1. On August 26, 2023, The company, through HyperScale, entered a Memorandum of Understanding with a Thailand-based company, Silicon Tech Park of Bangkok, to operate and manage data center facilities in Bangkok. The non-binding MOU provided for each party to contribute cash of $800,000.
How can a company with around $400K cash contribute $800,000? Luckily, it's a non-binding MOU!

And that's not all. They also agreed to provide STP with 128 NVIDIA H-100 GPU chipsets as part of the Joint Venture.

128 H-100 GPUs cost almost $5 million USD. How does HyperScale or in its original name, American Cannabis Company, plan to raise the fund to pay for 128 GPUs?

Let's move to the most interesting part of the thread:

2. Just a month before the merger announcement between HyperScale and American Cannabis Company, their merged-company HyperScale Nexus, a new company without any employees (per September 21 filing), entered into a Memorandum of Understanding (MAU) with xFusion Digital Technologies, together with its distributor, Redington Ltd, to supply 30,000 Nvidia H100 GPUs worth $1.1 billion to Hyperscale (!)

How does a $2 million company plan to buy GPUs worth $1.1 billion? Wrong answer only, please!

Let's continue

Who is xFusion Digital Technologies? It's a Chinese-owned company headquartered in Singapore that provides computing infrastructures and services.

So, how can xFusion commit to supplying Nvidia H100 GPUs, which can't be sold to Chinese-owned entities since October 2022?

That's very simple; the agreement will be done with the UAE's branch, and the GPUs will be provided by their "authorized" distributor, Redington Limited, a publicly listed Indian company.

Redington Ltd is an IT company, a provider of technology products and services.

The question that arises here is: If Redington Ltd can supply $1.1 billion USD worth of Nvidia H100 GPUs, why is Nvidia not listed among their brands on their website? Furthermore, why is Nvidia not mentioned as one of their top vendors in their latest earnings report, similar to how they highlight partnerships with Apple and Dell? It seems logical that if they are a distributor for xFusion and capable of supplying 30,000 GPUs, they would also engage in supplying Nvidia GPUs to other companies.

Finally, according to the MAU between HyperScale and xFusion, Nvidia must approve all terms.
This raises a key question: Does Nvidia support the strategy of bypassing restrictions on AI chips? It's important to note that the UAE is one of the countries where exporting Nvidia H100 GPUs is not allowed since October 2023.

This intricate arrangement involving China, Singapore, India, and the UAE may raise some eyebrows, but rest assured, it will likely receive approval from Nvidia.

So, it seems like that American Cannabis Company, leveraging its latest "acquired company", HyperScale, is joining the list of companies like "Yotta," a small Indian firm (for more details on "Yotta," please search in my profile), and numerous others in the endeavor of purchasing Nvidia AI GPUs. However, there remains uncertainty regarding where and how they will raise the funds for these purchases.

$NVDA

https://t.co/LVx10uqEdQ
https://t.co/zCJ4dMaaO7
https://t.co/KyQXvlhzfD

[Genevieve Roch-Decter, CFA @GRDecter]

🚨Container shipping rates skyrocket 173%

Carriers divert +$200 billion in trade from the Red Sea due to Houthi militant threats

Shipping a 40-foot container from Asia to northern Europe now costs over $4,000, up +173%

Supply-chain issues back...

Will inflation re-accelerate?

(Important to note: cost of shipping from Asia to northern Europe AND to Mediterranean cost 2x more than the levels in January 2019, but are still well below their peaks during pandemic)