Vector

Christian, conservative, family. Revelation 19:16.

[Vector @VectorTrue]

i've been waiting in anticipation!

[Elon Musk @elonmusk]

Grok @Bot now has a voice

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US deficit is now up to $1.97 trillion in the first 11 months of FY2026, the 4th-largest deficit at this point in the fiscal year in history.

This is already higher than the full-year FY2025 deficit of $1.78 trillion.

In August, the US Treasury's budget deficit technically fell -$178 billion YoY, or -51%, to $167 billion.

This comes as government outlays dropped -$162 billion YoY, to $527 billion, but the decline was largely due to a calendar shift, as August 1st fell on a Saturday, pushing Medicare and Social Security payments normally made on the first of the month into July.

However, adjusting for these payments, which account for some of the largest federal outlays, the monthly deficit rose +$7 billion YoY, to $248 billion, according to the US Treasury.

The US is on an unsustainable fiscal path.

[Charlie Bilello @charliebilello]

Forward P/E Ratios...
Costco $COST: 45
Walmart $WMT: 36
Nvidia $NVDA: 17

Which one is the bubble?

[Shay Boloor @StockSavvyShay]

Morgan Stanley thinks $TSLA Semi software could generate ~150x more monthly revenue per vehicle than consumer FSD.

That could turn autonomous Semis into a $15B+ software business by 2040.

[Sawyer Merritt @SawyerMerritt]

Next week, the SpaceXAI team will build a company from the ground and livestream it.

“We'll use Grok Bot for every part of the build - from ideation and product development to real engineering work and deployment.”

[The Kobeissi Letter @KobeissiLetter]

Former and current Anthropic employees are now posting that they “earnestly believe AI could kill all humans.”

This company is expected to hit $2.5 trillion in market cap in its upcoming IPO.

What part of the cycle is this?

[unusual_whales @unusual_whales]

Three Anthropic researchers went public last night say it could destroy humans this decade, per Axios

[Vector @VectorTrue]

Self-improving autonomous systems, smarter than humans, are far more dangerous than current military capabilities.

[Jacob Coxon @hilbertspaess]

I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.

[Massimo @Rainmaker1973]

A single bird has just accomplished one of the most extraordinary feats in the animal kingdom — flying nearly one-third of the way around the Earth without stopping to eat, drink, or rest.

The record-breaker is a five-month-old Bar-tailed Godwit that flew nonstop from Alaska to Tasmania, Australia. Covering 8,425 miles in just over 11 days, it set a new record for the longest nonstop flight ever documented in any bird.

What makes this journey even more astonishing is that it was the young godwit’s very first migration. The entire route took place over the open Pacific Ocean, with no chance to land. Despite that, the bird navigated thousands of miles of featureless water with pinpoint accuracy.

This incredible endurance is made possible by remarkable physiological adaptations. Before takeoff, the godwit packs on enormous fat reserves — nearly half its body weight — to fuel the flight. At the same time, many of its internal organs, including parts of the digestive system, temporarily shrink to lighten the load and maximize energy efficiency.

Unlike many seabirds that depend heavily on gliding, this godwit flapped continuously for the entire journey, battling shifting winds and weather systems the whole way.

Researchers at the Pūkōroro Auckland Shorebird Centre say discoveries like this are transforming our understanding of migratory birds. Their astonishing endurance, navigation skills, and energy management demonstrate biological capabilities that can match — and in some ways surpass — even the most advanced human engineering.

[Massimo @Rainmaker1973]

Deep in Asuka, Japan, the massive 800 ton Masuda-no-Iwafune carved stone remains a mysterious ancient enigma.

[📹 Megalithic Marvels]

[Danny cheng @dannycheng2022]

$SPY (September 6, 2026-Weekly Chart)

Each year, there are typically one or two significant market downturns that I consider generational buying opportunities for long-term investors, with recent examples being the drawdowns in April 2025 and in March and April 2026. Therefore, the next time you see a massive downturn, try not to panic; instead, take the opportunity to buy your own high conviction stocks.

Will $SPY surpass $780 this month?

@cantonmeow
@GreatMattsby
@blondebroker1

[Danny cheng @dannycheng2022]

$SPCX Daily Chart: How Volatility Holes, Momentum Bars, and Whale Accumulation Mark the Buy Zone
(September 6, 2026)

Trend Analysis:
The last volatility hole marked the bottom perfectly. Momentum has been building since then, shown by the steady rise in whale accumulation on panel 3, currently at 47.8%.

The momentum bars matter because each one marks a key resistance. Once price clears a bar, it often becomes a reliable buy signal and opens the door to the next leg higher—just as it did at the prior levels around $115 and the $139 area.

SPCX is currently consolidating between $141 and $152 with no decisive breakout yet. A clean break above $152 would put the next momentum bar at $161.60 in play as resistance, followed by $193.02 and then $203.

How to Spot the Reliable buying and accumulation signals:

A volatility hole that forms together with a descending blue ribbon-----This combination has marked important lows and often signals the early stage of the bottoming process. Start to accumulate.

Critical momentum bars at defined price levels----Once the stock price clears one of these bars, it frequently acts as confirmation and a reliable buy signal, opening the way for the next leg higher.

Red candles that appear only when whale accumulation is steadily rising. Isolated red candles without that accumulation backdrop are less meaningful; the alignment of the two is the higher-quality signal.

[Financelot @FinanceLancelot]

3 years ago @RickSantelli warned about the yield curve blowing out to the upside in many large economies.
Today we're seeing that reality.

He's also right that Japan's yen carry trade collapsing could trigger a sudden liquidity shortage in both the bond and stock market.

[Shagun 💰 @shaguncrypto]

Take the job that pays $90K.

Get your evenings back for your kids.

Don’t chase the $180K job that owns every waking hour.

Eat dinner with your kids.
Take random Fridays off.
Go to every school play.
Be home for bedtime.

At 70, you won’t remember the extra money.

You’ll remember who you had time for.

[Vector @VectorTrue]

I'm thankful to God for this statement.

[The Calvin Coolidge Project @TheCalvinCooli1]

🚨Just in: Vice President @JDVance declares America to be a Christian Country:

“The only thing that is truly served as an anchor of the United States of America is that we have been, and by the grace of god, we always will be, a Christian nation!”

[James E. Thorne @DrJStrategy]

Friedman on Hayek. Fantastic context. 👇

[Zanegler @HinrichsZane]

Several companies have received the Tesla semi and either had them for a period of time for a pilot test or longer term and are using them in daily operations.

Pepsico (including subsidiary Frito-Lay): They were the first to receive the initial prototype versions and continue to use them in daily operations.

Martin Brower: Recceived two units in April/May 2024 for a pilot program. Unclear if they are still in possession of these.

DHL: Received at-leat one unit in October 2024 for a two-week pilot. Confirmed 500-mile range with a full load and declared 'ready for prime-time'.

SAIA LTL Freight: Received two units in January 2025 for deployment in their California operations.

WattEV: Received two units in February 2025 for use at the Port of Long Beach. Plans to add 38 more by end of 2026.

US Foods: Received at-least one unit in May 2025 as spotted by @HinrichsZane the Tesla Semi Advocate.

Thyssenkrupp Supply Chain Services: Received at-least one unit in June/July 2025.

ArcBest (via carrier ABF Freight): Received at-least one unit in July 2025 for a three-week pilot.

These are the pool of Tesla semi's that are being deployed to new logistics companies.
@tesla_semi

[The Swing Trader @TheSwingTraderr]

$TSLA

The Cup & Handle on $TSLA is nearly complete after this week measured move points to $600.

Tesla is always the last trillion dollar name to run. Rotation into $TSLA is coming soon.

All we’re waiting on is a clean break of the neckline at $350 to kick off the next leg.

[Sawyer Merritt @SawyerMerritt]

Some people criticize all the government contracts @SpaceX gets, but the Pentagon said that SpaceX has saved the government over $40B. One SLS launch costs billions. One SpaceX launch costs less than $75M.

SpaceX President Gwynne Shotwell on SpaceX's $22B in gov contracts: "We earned that. We bid it, we were the lowest price, best bidder, we won and we execute. It's not a bad thing to serve the U.S. government with great capability and products."

The people complaining that SpaceX's gov contracts were "wasteful" really have no clue what they are talking about.

Starship (video below) will take savings to a new level and open up incredible opportunities.