This is Trump’s Watergate.
Today, the @nytimes released a truly stunning report on the Epstein cover-up by the White House.
Collusion, breaking the law, evading subpoenas—it’s all in there:
- Trump quashing the files
- The VP, COS, DOJ, FBI, and others colluding in the Situation Room to stop their release and compliance
- Officials lying to the public
- Admin in-fighting and exits
- Officials who appeared in front of Congress during this time
Read the report here: https://t.co/prgyF2Isfg
BREAKING: President Trump says the US will be "hitting Iran very hard tonight" and announces that the US will be "taking Kharg Island" in the "not too distant future."
President Trump also says the US will "assume total control" of Iran's oil and gas markets, "much like we have with Venezuela."
BREAKING: May PPI Inflation surges to 6.5%, above expectations of 6.4% and the highest level since November 2022.
Core PPI Inflation came in at 4.9%, in-line with April's revised levels.
PPI inflation is now at pandemic stimulus levels.
Odds of rate HIKES continue to rise.
Evidence is growing that Israel shot down the US AH-64 Apache helicopter off the coast of Iran
The Apache has very sophisticated air defenses. Only a few countries could shoot it down
Israel is one of them
BREAKING: President Trump says that the US Military will "hit Iran hard today."
"We are going to hit Iran hard today in case you don't turn on your TV," Trump says.
The US stock market falls to a new low of the day.
Honestly, I feel a lot of disappointment and frustration.
In the full version of my CPO article, I tried to capture what I have been hearing from people actually working in the field. I met with multiple optical industry professionals, interviewed them, researched the topic, and organized those conversations because I believed the article could be helpful to many people.
But many of the responses came back as, “Someone said this,” or “SemiAnalysis said CPO is delayed.”
Of course, I understand. I do not have the same level of credit as those well known names yet.
Still, it is disappointing to feel that the time I spent writing this piece and the voices from the field were dismissed so easily.
I am not asking people to blindly trust me. I just hope people can take the repeated voices from the actual field as seriously as one sentence from a famous source.
Full article: https://t.co/SBRHsXIXr8
After 25 years of brave & brilliant work by hundreds of scientists in my lab to understand then safely reverse aging for the first time, it was moving to witness the first human dose being delivered 🥹 https://t.co/veQsyUEORz
I just launched a longevity Rx platform. Prescriptions I personally use are there.
v1 is live now.
Includes access to:
+ Tadalafil (Cialis)
+ Metformin
+ Oral Minoxidil
+ Tretinoin
+ Estradiol
+ Acarbose
We’re working with licensed doctors and pharmacies to make these medications accessible. Lots more in v2 coming next week.
“Memory was the bottleneck, not the chips” -> exactly right, and it’s why the whole stack matters. Most people own the GPU. The edge is the layers underneath it can’t replace.
Layer 7 is the one I keep circling -> interconnect. The copper-to-optical shift inside the rack is redirecting billions nobody’s pricing. $SIVEF light source, $AAOI module, $CRDO wire. And down on Layer 10, $TRT -> the burn-in and reliability testing nobody covers and every chip needs.
Same thesis, different floors. The buildout has a basement and that’s where the asymmetry is. 🔥
Long the layers, not the logo. 📈
Most people think the AI buildout is just a couple of stocks – Memory, CPU, GPU, NeoClouds, Photonics..
$SNDK, $MU, $ARM $INTC, $AMD, $NBIS, $LITE, $AAOI, $TSEM, $SIVE
The reality is there’s so much more to it.. I built a complete map of the AI buildout – at least the one I’ve been trading around for the last year.. I put that map on my Substack… 12 layers deep.
Since I’ve seen it circulating on here, I’ll just post it myself.
The hard part isn’t knowing the full stack – it’s making sense of it.
Why is photonics down today but memory isn’t? Why is CPO so relevant in the AI buildout?
Bullish AF on AI infrastructure.
Go check out the full article for free on my Substack, and if you’re going to share it – please do, but link back to my article.
Here is the link: https://t.co/AqKTdxnlmJ
Let’s go find the next 1000% stock ⚡️⚡️
Alex Jones says that Israel most likely committed a false flag terrorist attack against the United States Apache helicopter that was taken out near the Strait of Hormuz.
Jones says there is no coincidence that the false flag took place on the anniversary of the USS Liberty.
Jones says this needs to be investigated as a false flag.
“Iran has not taken credit for it.”
The night after 9/11, Netanyahu was asked what the attack meant for Israel.
Scott Horton (@scotthortonshow) explains why his answer is still one of the most revealing quotes of the entire era:
So the doctor who performed a questionable (and incomplete) autopsy on Thomas Crooks is also an Israeli dual-citizen who was involved in the aftermath investigations of 10/7 that produced fabricated reports of beheaded babies???
What in the actual….
Tucker Carlson presses journalist Ken Silva on one question: Why would Trump “shut down the investigation into his own attempted murder”?
He specifically asks for a “non-sinister” explanation.
Here’s how the conversation unfolded:
TUCKER: “If the president wanted this investigation to continue, it would continue, correct?”
SILVA: “Presumably, yeah… He’s got loyalists installed in most of the key positions.”
TUCKER: “Right, so it’s not just that Kash Patel’s incompetent or Dan Bongino is incompetent. This is a statement of fact. Trump shut down the investigation into Butler. So he shut down the investigation into his own attempted murder. And I think that’s the most shocking fact to come out of this Trump term because I don’t see a non-sinister explanation for that. But maybe you have one.”
SILVA: “Sometimes I wonder, did they stumble onto some sort of MKUltra program? Are they threatening Trump’s family? … You’re suggesting something more disturbing going on.”
TUCKER: “Trust me, I’ve brought this to a lot of different people, very knowledgeable people. And I’ve never had one person say, ‘Well, actually, what you’re missing is this… There’s a good explanation.’ And you just wrote a book on it. You don’t see one either?”
SILVA: “No, absolutely not. No.”