Suprem3SH

Protecting capital is as important as making profits.

[st1ne @SolSt1ne]

Peter Thiel turned $500K into ~$1B on Facebook, built PayPal, and then told a room full of Stanford students that competition is a trap

- if you're fighting for scraps in a crowded market, you've already lost

His whole framework: escape competition, build something so different it becomes a monopoly, and capture the value nobody else can

50-min and you'll see why investors quietly hunt for the boring businesses that own their entire market

Bookmark & watch - required viewing before you start or back another "me too" company

[Fabrizio Romano @FabrizioRomano]

🚨🇦🇷 Alejandro Garnacho, also open to leaving Chelsea as club prepares to sell him in case of permanent deal proposal.

AS Roma want Garnacho but on initial loan, Chelsea insist on permanent to open doors.

Garnacho would be keen on Roma move.

[WOLF @WOLF_Financial]

Druckenmiller thinks diversification is nonsense.

Most portfolios make 7-8% from just 2-3 ideas while holding 30-40 positions.

His fix: own the 2-3, size them up, watch them closely.

“The present is already in the price. Visualize 18-24 months out.”

[Face The Nation @FaceTheNation]

Minneapolis Police Chief Brian O’Hara says the federal government is “not sharing any information with us” and “blocked state law enforcement” from accessing the scene where 37-year-old Alex Pretti was shot and killed.

“I don't know how I'm supposed to share information with the public that they are not sharing with us,” he adds.

[Gold Telegraph ⚡ @GoldTelegraph_]

An ounce of silver now outranks a barrel of oil.

Let that sink in.

Silver up 144% in 1 year.
Gold up 70% in 1 year.

[Sue River @SueRiverC]

The beautiful thing about life is you can work on yourself in different ways

[Sue River @SueRiverC]

@krakenfx is a Pioneer. BTCfi pioneer

[Coin Bureau @coinbureau]

🚨NEW VIDEO ALERT🚨

2024's craziest crypto action? Not BTC — it was https://t.co/lcUQgLqXjI. Millions of memecoins launched, and now a $PUMP token might be coming.

Is this the final exit or something bigger? Let’s break it down: https://t.co/EdxCWiDY1B

[Jurrien Timmer @TimmerFidelity]

The loss of earnings momentum that was priced in a few months ago as the Tariff Tantrum was raging will now be put to the test as Q2 earnings seasons gets going in another week, while the 90-day cooling off period comes to an end. Based on the historical pattern, 2nd quarter earnings growth could potentially improve 300-500 bps from the current 2.8%, which would bring us to the average long-term growth rate of 7%.

Barring another tariff tantrum there are reasons to expect earnings growth to improve from here. For one, the dollar index is down 8% year-over-year, which could help earnings growth re-accelerate.

Furthermore, with financial conditions loosening, earnings revisions (which are clearly correlated) could bounce as well. The new fiscal bill should also lift earnings, as well as capex.

[Forbes @Forbes]

FBI Warning Issued As 2FA Bypass Attacks Surge — Get Prepared https://t.co/7esZJx14sI

[Suprem3SH @Suprem3SH_]

They literally plugged money into every application on the internet.

[Coin Bureau @coinbureau]

🇮🇳INDIA’S RULING PARTY CALLS FOR BITCOIN RESERVE PILOT

BJP Spokesperson Pradeep Bhandari urges the government to explore a national Bitcoin reserve and proactive crypto regulation — aiming to boost innovation and economic strength.🔥

[Bloomberg @business]

Simon Property Group bought the retail and parking segments of Miami’s Brickell City Centre for roughly $512 million. https://t.co/I13KKe8IHf

[Koyfin @KoyfinCharts]

Warren Buffett loves share cannibals.

"The math isn't complicated. When the share count goes down, your interest in the businesses goes up. Every small bit helps if repurchases are made at value-accretive prices".

[LiveSquawk @LiveSquawk]

Russian Pres Putin: Ready For Third Round Of Talks With Ukraine In Istanbul

[Megatron @Megatron_ron]

BREAKING:

🇮🇱🇮🇷Israeli Defense Minister Israel Katz, says Israel won't respect Ceasefire with Iran

Israeli Defense Minister Israel Katz says he has instructed the IDF to implement the "Lebanon model" in Iran. Where even after the ceasefire, the IDF will continue striking targets it sees as potential threats.

"I directed the IDF to prepare an enforcement plan against Iran that includes maintaining Israel's air superiority, preventing nuclear advancement and missile production, and responses against Iran for supporting terrorist activities against the State of Israel."

[Bloomberg @business]

German Chancellor Friedrich Merz warned EU leaders that the mounting debts of governments and companies are fueling the risk of a new financial crisis https://t.co/7f2ZvGFcOl

[NEXTA @nexta_tv]

⚡️⚡️BREAKING: Putin says “Russia is ready for a new round of talks with Kyiv”

Only the time and place need to be agreed on, claims the Kremlin patient.

Will he show up himself — or send his little minions again?

[SoFi Tech Solutions @SoFiTechSol]

Banks have accepted the idea that most of their profits come from only a small percentage of customers. But what if you could flip that script? Today’s digital-first environment gives banks the opportunity to unlock value from each and every account they open. But growth isn’t just about acquiring new customers, it’s about reducing acquisition costs, improving activation, and driving long-term value across the entire customer lifecycle. Take a look inside our new playbook to learn more: https://t.co/ZUIJFtYNWD
#DigitalBanking #CustomerEngagement #FintechGrowth #BankingInnovation

[Partyhats ∞ @PartyhatsICP]

BREAKING: World’s highest IQ record holder, YoungHoon Kim, has announced that he believes $ICP is by far the most advanced blockchain in existence.

In his words:
"ICP isn’t just ahead — it’s the only chain built to host AI natively at scale."