Bitcoin Aurelius
Every woman wants him, every bitcoiner wants to be him. George interacts with a bitcoin legend on twitter
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Senator John Fetterman responds to El-Sayed attacking his appearance, calling him an "ogre on a pike."
"I never worked out in male modeling. Call me Senator Shrek. Whatever! This guy is really the Pontiac Platner!"
"And now he's running to be the head of our emerging pro-Hamas wing here in the party!"
"Some of the things that he's done or said are unacceptable to me."
"I'm not really sure what I've really done or voted for that has offended the little guy so much."
"These same people like Bernie Sanders...created that Platner disaster!"
"He has no regrets...? Supporting an accused racist...a guy with a Nazi tattoo on his chest...roughed up his ex girlfriends."
"There's a level of arrogance and they believe they feel like they have some weird mandate!"
🚨 AWKWARD: Joe Kernan Puts Dr. Scott Gottlieb on the Spot Over the Fauci Diaries
KERNAN: “How about your buddy Fauci that you've defended?”
GOTTLIEB: “To see those emails where he is evidencing some pleasure in the notoriety, that's disappointing … The Tony Fauci I saw in those emails is not the Tony Fauci I knew over the years.”
Beaucoup de figures de gauche, aux US comme en Europe, qualifient Musk d'extrême droite. Certains vont jusqu'au mot « nazi ».
J'ai fait l'inverse de l'accusation : lire avant de juger. Deux biographies. Des dizaines d'heures d'interviews et de documentaires. Zéro once de racisme détectée.
Ce que j'ai trouvé, c'est une obsession constante pour la liberté : rachat de Twitter au nom de la liberté d'expression, réintégration des comptes bannis, publication des Twitter Files, ouverture du code de l'algorithme, open-source de Grok, brevets Tesla libérés en 2014, Starlink rallumé pour les Iraniens coupés du net pendant les manifestations et pour l'Ukraine, refus répété des demandes de censure étatiques.
Maintenant, faisons l'expérience de pensée que ses accusateurs ne font jamais. Imaginez que Musk soit réellement evil.
Cet homme possède un réseau de satellites qui couvre la planète, soit une capacité de surveillance quasi totale. Il possède la place publique numérique la plus influente du monde. Il possède la première fortune à 1000 milliards de l'Histoire, depuis l'IPO de SpaceX le 12 juin. Aucun individu n'a jamais concentré autant de leviers.
Un Musk réellement malveillant, avec ça dans les mains, ne tolérerait pas une seconde qu'on le traite de nazi H24 sur sa propre plateforme. Il bannirait. Il surveillerait. Il écraserait. On serait déjà dans 1984.
Or regardez la réalité : les comptes qui l'accusent de nazisme tweetent toujours. Tous les jours. Sans entrave. Sur son réseau. Avec son algorithme. La dystopie totalitaire qu'on lui prête se démontre par l'absence du goulag.
Voilà le retournement. 1984 le contrôle de la parole, la surveillance de masse, la désignation publique des hérétiques ce n'est pas son projet. C'est le fantasme de ceux qui l'accusent. L'accusation décrit toujours l'accusateur.
C'est du Girard à l'état pur : on désigne un bouc émissaire pour ne pas voir le mécanisme qu'on porte soi-même. Celui qui hurle « nazi » rêve souvent, en silence, du pouvoir de bannir, de ficher, de faire taire.
L'homme qui aurait tous les moyens de bâtir 1984 est précisément celui qui laisse ses pires détracteurs parler. Demandez-vous qui, dans cette histoire, rêve vraiment du télécran.
@BillAckman In a nutshell, paying depositors a fraction of a percent so Chase can lend money that got them to an $800B mkt cap, while building a skyscraper in NYC and now lobbying to skew stable coin laws in the banks' favor; all to keep banks at the top of the food chain.
@ArtOfDialogue_ To begin with, Kevin Hart is so unfunny, most overrated comic ever. Compared to Norm, Pryor, Rock, Carlin etc, Kevin Hart is literally not funny at all. Steve A. Smith is excellent at what he does and he's much funnier than Hart. Consider the source on the racist thing.
HOLD MORE CASH - says legendary tech investor
@DanielTNiles in this week’s episode of The Master Investor Podcast, just six weeks after he correctly called for a more aggressive risk-on approach at the end of March, since when Nasdaq has surged 25%.
SEMIS: “So in the short term, are semis at the most overbought they've been since 2000 or 1995 before they had horrific corrections? Absolutely.”
IRAN WAR: “If it going to take a lot longer for this situation at the Strait of Hormuz to get sorted out, then you're going to see stock prices collapse to catch up with where bond yields & oil prices are. I don't think that's the case. But, I'm viewing things as you should be sitting with a lot of cash.”
MEGA CAP WINNER: “It's obviously Google. They have the full stack & they're the ones you should bet on...they've got everything & they've got the massive cashflow to fund it.”
However, the shift to Agentic AI should sustain earnings upgrades this year, making today more like 1998 than 99/00, but be prepared for 30-50% AI trade pull-back in early 2027.
We also discussed what the shift to Agentic AI means for $NVDA (not ideal), Intel $INTC (great) and $AMD (good); why concerns over $META are NOT overdone; why $AAPL fortunes should improve; why $AMZN & $MSFT are struggling short term, & why $GOOGL shines bright.
Timestamps:
00:00 Intro
02:39 Why today feels like 1998, NOT 1999/2000
05:25 Agentic AI suggests more upside to bull market
07:52 But Iran War could derail things
11:18 Agentic AI means CPU’s over GPU’s
13:35 Semis are overbought
17:51 Is shift to CPUs bad for Nvidia?
19:13 Google the standout performer
21:15 Apple leadership transition
23:45 Meta concerns not overdone
25:37 Google best placed
27:36 30-50% AI crash by early 2027
30:01 Concerns about OpenAI
34:27 Upcoming IPOs, oil, bonds signal problems
36:16 Hold more cash
37:48 Kevin Warsh a positive, but watch bonds
45:44 Conclusion: 1998 or 1999?
We're in The Fourth Turning, People.
If you're confused about why SOME of us see very positive outcomes occurring under the surface, here's a small, current example.
The Imperialist machine is being dismantled! A real-time battle.
Pray!
Empire. Resistance. Oil cartel. All three pillars cracked in one Tuesday.
🇬🇧 King Charles arrives BEGGING Trump
⚖️ DOJ indicts Comey + Fauci's bagman, raids Dem fraud networks
🛢️ Iran admits "State of Collapse" — UAE walks out of OPEC
@BarbaraMBoyd has the play-by-play 👇
A big snake showed up, and this cat didn’t run.
She stood her ground.
Not because she’s stronger.
Not because she’s fearless.
But because her babies were behind her.
In that moment, it wasn’t about survival anymore, it was about protection.
That’s what motherhood looks like.
No training. No backup.
Just instinct and sacrifice.
Mothers don’t wait to be ready.
They become whatever they need to be.
And that’s a kind of strength you can’t teach.