thecollected

AmFirst Christian 🇺🇸 | Single dad raising 2 warriors | Fighting woke lies, Islam’s threats & cultural decay | Armor of God on. Pray hard, fight harder | 2A

[Tyler O'Neil @Tyler2ONeil]

🚨READ IT

The Justice Department just secured a superseding indictment against the Southern Poverty Law Center, and it reveals some new bombshells

🧵1/20

https://t.co/uRCbnWaBzr

[Breanna Morello @BreannaMorello]

🚨JUST IN🚨

Obama-appointee Judge John J. McConnell Jr is ordering the Trump administration to RESUME taking asylum applications.

The ruling strikes down the pause on cases from 39 countries.

McConnell ordered the restart of processing, emphasizing that the policies unfairly burdened those who followed legal procedures.

[Muskonomy @muskonomy]

JUST IN: Elon Musk lays out why SpaceX is going public, in a live conversation with JPMorgan CEO Jamie Dimon

[Abhishek B R @abhitwt]

Every company’s AI workflow rn be like 😭💀

[Eric Daugherty @EricLDaugh]

🚨 BREAKING: In a STUNNING moment, Sec. Rubio reveals USAID not only helped NGOs commit fraud but PURPOSEFULLY UNDERMINED and CONTRADICTED US State Department directives and interests in foreign nations

THAT IS DE FACTO TREASON!!

"It operated almost as an independent State Department, and often times USAID was operating in contravention and contradiction of what the Embassy was trying to accomplish in the host country!"

"And one of the complaints you would get from many developing countries is that they would get flooded with NGOs that were picked for them, these NGOs would then operate in the country without even coordinating with the government, doing whatever they wanted and pursuing what they wanted."

"In some cases, it extended well beyond food and medicine, it extended to political interference and all sorts of other activities in these countries that were undermining the national interest and the credibility of the United States."

[thecollected @TheCollected_]

“Will you kindly add time back to the clock?”
“NOPE”

HAHAHAHAH

[Aaron Rupar @atrupar]

MADELEINE DEAN: How many people were killed simply trying to access food sites in Gaza?

RUBIO: Well, since Hamas killed them, you should ask what their role was

DEAN: IDF soldiers shot some of them. Propaganda ain't gonna work with me

[thecollected @TheCollected_]

Burchett lol

[Tracy Smith @TracyJSmith13]

Split Grip Drill: Helps you train to “stay on the ball”.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

🚨 We may be looking at the rarest market setup in 50 years.

The S&P 500's four historic drawdowns since 1972:
– 1973 Inflation: -43%
– 1987 Liquidity: -30%
– 2000 Tech: -47%
– 2008 Credit: -55%

Each one was driven by ONE dominant risk.

Right now, all four are present at the same time.

1. INFLATION
A commodity supercycle. Energy, metals, agriculture all in multi-year base breakouts. The Fed's preferred inflation gauge has been above 2% for 18 of the last 24 months.

2. LIQUIDITY
The largest equity supply shock since 2000. SpaceX, OpenAI, Anthropic raising ~$275B combined. Google flipping from $60B/year buybacks to $80B net issuance. Over $1 trillion of IPO and lockup supply hitting the Russell 3000 in 2026.

3. TECH
Semiconductors trading 73% above their 200-day moving average – the largest stretch since March 2000. Climax run signals across the AI complex. Micron, Palantir, SMCI, the SOX index, all showing the textbook O'Neil sell pattern.

4. CREDIT
Apollo, KKR, BlackRock, Blue Owl, Cliffwater, Partners Group – all gating redemptions on their evergreen funds in the last 90 days. The private credit machine is freezing in real time.

Never in 50 years have all four risks been simultaneously present.

But here's the part nobody talks about

While the AI Big 10 has gone vertical, quality stocks have been left for dead.

– Berkshire Hathaway: trailing the S&P 500 by hundreds of basis points
– Coca-Cola, Procter & Gamble, Pepsi: trading at multi-year relative lows
– HEICO, Union Pacific, MSCI: making boring new highs while everyone watches Nvidia
– Healthcare vs. S&P 500: 25-year relative low

The last time this happened?

December 1999. Barron's ran a cover titled "What's Wrong, Warren?" – mocking Buffett for being a dinosaur, for missing the internet, for refusing to pay for growth at any price.

Berkshire was down 19% in 1999 while the Nasdaq was up 85%.

What followed:
– Berkshire +29% over the next 24 months
– Nasdaq -78% over the next 30 months

The setup today

Four historic risks stacked simultaneously, while the boring, durable, cash-flowing businesses that always survive these regimes have been treated like dead money for years.

The math doesn't get more asymmetric than this.

Quality stocks aren't out of style.

They're being orphaned.

That's when generational positions are built.

The boring stuff hasn't worked for a long time.

History suggests that's exactly the moment it starts to.

[Indu Tripathi @InduTripat82427]

GAME DEVELOPERS ARE OFFICIALLY COOKED 🤯

Someone just vibe-coded a full pixel pirate game with Claude Opus 4.8.

You can sail ships, battle enemies, explore the open sea, and play it right in your browser — even on mobile.

A few years ago, this would've taken an indie studio, artists, sound designers, and months of work.

Now it's one person, Claude Code, and a weekend.

The barrier to building real games is disappearing faster than most people realize. 🚢🔥

[dax @thdxr]

someone made a fork of opencode that routes through the unsecured ai endpoints from chipotle

[Rohan Varma @TheRohanVarma]

We just launched Sites into Codex!

Software creation was always about more than writing code. Sites in Codex fundamentally gives the power of end-to-end software creation to every user, no matter their technical fluency.

These Sites are fully deployed to a URL, private to workspaces, come with authentication, can have static files, and can store dynamic data in databases.

It is in preview for business and enterprise teams and will be rolling out to all workspaces over the next day. Give it a try by typing @ Sites into Codex and ask it to build anything!

This project took a massive amount of effort across hundreds of people at OpenAI - proud that we were able to get this out and excited to see what you all build with it!

[thecollected @TheCollected_]

I preordered.

[Candy樂兒 @candyyueliu]

Introducing Monako Glass 👓

The world's first wearable Linux computer in glasses form.
Run Claude Code, Codex, and any coding agent — anywhere.

[Google @Google]

Today we’re introducing Gemma 4 12B — our latest open model that brings advanced agentic reasoning, vision and audio directly to your laptop.

It delivers performance nearing our larger Gemma models with a much smaller total memory footprint, while being small enough to run locally with just 16GB of VRAM. It’s open and accessible for everyone to use under a permissive Apache 2.0 license.

This is all made possible by our new, unified architecture that removes separate multimodal encoders. Here’s how we did it 🧵

[aditya @adxtyahq]

for anyone asking where to learn this stuff:

• RAG → https://t.co/4bzbUIwV5g
• Agentic RAG → https://t.co/IotOiGmV1Y
• AI Agents → https://t.co/nEeMnVJQbk
• Multi-Agent Systems → https://t.co/pavDPVJEFj
• LangGraph → https://t.co/3miEqqFzF0
• LangGraph (code) → https://t.co/v7kxHZXqba
• MCP → https://t.co/lKawRb4etX
• Memory Systems → https://t.co/LSaT2UaPAS
• Evals → https://t.co/vxChxa1kqQ
• Context Engineering → search "Context Engineering Survey" on arXiv

and please skip the "build an ai agent in 10 minutes" videos
build something, watch it fail, then figure out why.

[Matt Van Horn @mvanhorn]

https://t.co/95lFnAyw0e

[Zona Baseball - Trent Otis @Zona_Baseball]

Nu’u Contrades - Arizona St

2025 (right) - .304, 6 HR, .519 SLG, 16.5% k rate

2026 (left) - .370, 21 HR, .770 SLG, 13.5% k rate

#hittingtalk

[Jake Scott @jscotthitting]

Stay in front of the wall as you load

This can be a good cue for hitters who struggle with swaying back during the load

Elite hitters look like they are loading forward instead of shifting back

[Jermaine Curtis @JermaineCurtis]

When I was with the St. Louis Cardinals, I saw Troy Glaus doing a drill I'd never seen before.

The tee was set ridiculously deep.

Almost under his belly button.

Honestly, it looked weird.

When he swung, it looked like he was letting the ball get way too deep.

But every ball he hit was a line drive back through the middle.

So I asked him:

"What are you working on?"

He said:

"My front hip is flying open."

Then he pointed to the tee.

"This keeps me closed."

That was it.

Simple.

The drill forced him to let the ball travel.

It forced him to stay closed longer.

It forced him to keep his direction through the baseball.

At the time, I wasn't struggling with that issue.

But I logged it away.

A few weeks later, I started noticing the same thing in my own swing.

My front hip was leaking open.

I was getting pull-happy.
I was cutting myself off.
I wasn't letting the ball travel.

So I went back to the Troy Glaus drill.

Deep tee.
Middle of the field.
Line drives.

And almost immediately things started cleaning up.

I was staying through the baseball.
I wasn't rushing to pull everything.
I was letting the ball travel deeper.

One thing I've learned:

The best hitters I've ever been around didn't panic when something broke.

They had a tool for the problem.

That's why I always tell players:

Don't just collect drills.

Understand what problem the drill solves.

Because when the problem shows up...

You'll know exactly what tool to pull out of the toolbox.

If your front hip is flying open...

Try setting the tee deeper than normal.

Your goal isn't to pull the ball.

Your goal is to drive line drives back through the middle.

You might be surprised how quickly it cleans things up.

Thank you for reading,
Jermaine Curtis

P.S. - If this was helpful, share it. That tells me you want more content like this.

[College Football Alerts  @CFBAlerts_]

This is one of the craziest stories of the offseason 😳

Former 8-year MLB player Jordyn Adams has enrolled at SMU and will join the football team. Adams was a 5-star WR recruit in the class of 2018 and was ranked above Ja’Marr Chase before deciding to skip college and go to the MLB. 😱