Tom Landstreet

Stock jockey, worked for Arthur Laffer. Macro/long/short hedge fund manager, public speaker, musician in "The Cameroons." Skeptic. Father of 3 well-behaved kids

[Dr. Maalouf ‏ @realMaalouf]

This is Jamey Carney, a 43-year-old woman from New York who became involved in the pro-Palestinian movement and decided to move to Ireland.

There she met her partner, Ahmad Al-Saqar, a Palestinian refugee from Jordan, and converted to Islam. She frequently posted on social media about their trips together.

It didn’t last long. She was brutally beaten to death by him. Her disfigured body was found by her 13-year-old daughter. The suspect has been on the run since Tuesday.

Western leftist pro-Palestinian women and those willing to convert to Islam need to wake the fuck up. Or they could end up like this.

[Frank @justfactstruth]

@Pharmdca You should do more work on $FTAI. They will do ~8.5x the EBITDA as IREN next year and deliver 3x the amount of power. For $7B more TEV. Also EPS positive, pays a dividend etc etc

[Vivek Sen @Vivek4real_]

PALANTIR CTO:

“FOR $10 BILLION, ELON MUSK PUT 300 ROCKETS IN ORBIT.”

“FOR $11 BILLION, THE STATE OF CALIFORNIA HAS BUILT 1,600 FEET OF ELEVATED RAIL...

WITH NO RAIL.”

[Tom Landstreet @TLandstreet]

@Rory_Johnston TACO bombs?

[Neel Khokhani @neel_epochal]

Today I published an open letter to David Bartholomew, Chairman of $IREN.
Two requests: an independent review of the 18.2M RSU grant to the co-CEOs — time-vested, no performance conditions, ~5% dilution — and a board-level review of director conduct on this platform.
Written constructively. I'll publish the Board's response with the same prominence.
Full letter below. 👇

[The Pamphleteer, Nashville ✰ ✰ ✰ @realpamphleteer]

We published an interview between @j_rod_delrey and Tom Provost, screenwriter of Young Washington, in this afternoon's newsletter. Read the full thing below. https://t.co/fQs10awhxM

[Lyn Alden @LynAldenContact]

In related news, July 4th 2026 was intended to be the original end-date of DOGE, where they would have cut over a trillion dollars from the annual federal budget.

But instead it dismantled, because nothing stops this train.

[Dr Jordan B Peterson @jordanbpeterson]

To the Americans:

I've travelled all over the world. I've familiarized myself with many places, and met many people. And I'm a Canadian, although I’m privileged to reside once again in the States.

And here's something I've noticed, and it’s a key element of America's continuing greatness:

You bloody Americans value success, and you believe in its existence.

This is something that doesn't really happen anywhere else in the world. Even in other free democracies—the United Kingdom; Finland, Sweden, and Norway; Australia, New Zealand and Canada; Germany, France, and the Netherlands (great countries all)—a counterproductive cynicism too often reigns.

Success is equated with exploitation.
Ambition is looked upon with contempt.

This happens sometimes in the United States too—particularly among the miserable progressives, who confuse their resentment, ingratitude and unearned skepticism with wisdom.

But in your great country, by and large, striving is admired and success celebrated.

This means that more people strive and succeed in the US than anywhere else. And it's increasingly obvious. You remain stunningly more innovative and productive than any people anywhere else on the planet.

And so I say, as all should who are fortunate enough to live in the western world, let alone America:

Thank God for the United States.

Thank God for the wisdom of its founders.
Thank God for its faith in the free market and in the natural rights of man.
Happy birthday, you damn Yankees and Southerners.

Long may your admirable country dominate the world.

Long may your freedom and hope provide an example to those suffering everywhere at the hands of their malevolent states.

May your two and a half centuries of unparallelled success be just the beginning.

Your country is the light of the world, and the city on the hill.

Thank God for the USA.

Happy 250th.

Dr. Jordan B. Peterson

[Tom Landstreet @TLandstreet]

@johntamny @mazemoore @BarackObama I just found it ironic.

[MAZE @mazemoore]

Reminder that if you are fully vaccinated and up to date on boosters, you are allowed to celebrate the Fourth of July.

Those vaccinated are even permitted to have a very small backyard barbecue. Five person maximum.

[MAZE @mazemoore]

2006. Senator Obama slams the Bush Administration for not doing more workplace raids to catch and deport illegal immigrants.

It appears that the Democrat party has changed a little bit over the past 20 years. 🤪

[Marc Andreessen 🇺🇸 @pmarca]

Interesting.

[Vincent Geloso @VincentGeloso]

🧵And its now available -- the funniest title of a paper I ever co-authored. And also a pretty good thing to add on Cuba (narrowly) and the relationship between development, the environment and the role of institutions

[Tom Landstreet @TLandstreet]

Angie is so helpful! @angienashville

[NWS Nashville @NWSNashville]

Extreme heat is expected through the week. Take care of yourself and others!

🥵Heat safety info: https://t.co/CLXFFy6e7R

[Tom Landstreet @TLandstreet]

Tell us about how racist Democrat LBJ sucked the very life out of the (then called black) community with his welfare and other laws.

[Be A King @BerniceKing]

62 years ago today, the Civil Rights Act of 1964 was signed into law.

It was not a gift. It was won through courage, sacrifice, organizing, marching, and the refusal to accept legalized discrimination.

But civil rights laws do not protect us by merely existing. They must be enforced, defended, and strengthened.

Today, those protections are being threatened by efforts to weaken enforcement, dismantle equity work, restrict voting power, and distort history. We cannot honor the Civil Rights Act while being passive about efforts to undermine it.

We must stay informed. We must vote. We must pay attention to courts, legislatures, school boards, executive orders, and policies that shape people’s lives.

Freedom is not self-sustaining. Justice must be guarded by every generation.

#CivilRightsAct #MLK #Vote #Nonviolence365 #BelovedCommunity

[Tom Landstreet @TLandstreet]

@BerniceKing And then LBJ enacted welfare laws that sucked the life out of the (then called black) community. Tell me about that.

[Tom Landstreet @TLandstreet]

Clown.

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

Ethereum ecosystem large and mature enough to warrant creation of stand alone orgs and initiatives

[Tom Landstreet @TLandstreet]

@reactiveoptions Looked at RIVN thanks to you but they're burning $1b per quarter and have about $4b in cash. How do they shore up that balance sheet?

[Tom Landstreet @TLandstreet]

@atrupar @angienashville Angie, focus on local issues.

[Tom Landstreet @TLandstreet]

Check your math.

[Shay Boloor @StockSavvyShay]

Here are the current 2030 revenue estimates for companies capitalizing on compute capacity as the AI overflow layer

• $CRWV ~$66.9B revenue w/ 68% EBITDA margins
• $NBIS ~$39.7B revenue w/ 90% EBITDA margins
• $IREN ~$10.9B revenue w/ 74% EBITDA margins
• $WULF ~$4.3B revenue w/ 70% EBITDA margins
• $DOCN ~$3.1B revenue w/ 63% EBITDA margins
• $CIFR ~$1.5B revenue w/ 31% EBITDA margins
• $APLD ~$521M revenue w/ 48% EBITDA margins