Zcapman

Strong opinions, weakly held

[Zcapman @ZCapital3]

@icejuicecertain @ChrisMurphyHQ Either one of you get a sense from the call that the $AMD $CBRS combine architecture is quite significant. Especially giving what’s happening.

[Zcapman @ZCapital3]

@TMTLongShort Truly the worst time for you to be in time out. Dayum lol

[Zcapman @ZCapital3]

@BullTheoryio Is that a man?

[Sandman @Sandman7591]

yeah it's called Perma-Fix $PESI already addressing Hanford the worst nuclear waste situation in American history. The operation commences Jan. 1st 12-14 years $4B all to $PESI

[Zcapman @ZCapital3]

@zerohedge @grok what does $PESI do

[Zcapman @ZCapital3]

@ChrisMurphyHQ @icejuicecertain This was my main take away from their first earnings call. Andrew hinted at it multiple times. And I believe the crwdstrike deal was shortly before or after

[Zcapman @ZCapital3]

@jast3rs @joedab12 found, thanks no thanks. not sure if thats bullish honestly if already a licensee

[Zcapman @ZCapital3]

@jast3rs @joedab12 Please share! Thanks!

[Zcapman @ZCapital3]

@0xBriann @andrewdfeldman @sama @OpenAI @grok put this fool in his place. Is this statement accurate or should maybe this person not take advice from someone named @bubbleboi let alone anyone on social media

[Zcapman @ZCapital3]

@bubbleboi @zerohedge You’re either retarded or purposefully misleading

[Zcapman @ZCapital3]

$NVO limit up

[Donald J. Trump @realDonaldTrump]

BREAKING NEWS: I am pleased to announce that the United States of America has entered into an Agreement with The Kingdom of Denmark, and Greenland, that gives the United States permanent control over security, and all other needs, in Greenland, completely addressing ALL of our many U.S. concerns. There will be NO COST to the United States! At my direction, we worked with representatives of Denmark and Greenland to guarantee that the United States will FOREVER have the complete ability to do what is necessary in Greenland in order to secure and defend the security of Greenland, and the United States of America. Additionally, from now on, no U.S. adversary can EVER have a base in Greenland, have a military presence in Greenland, or make sensitive investments in Greenland, without our express written approval. For over 100 years, Presidents have known the strategic importance of Greenland, but NONE of them were able to do anything about it. I am proud to be the President that permanently and conclusively addressed this very important situation. This is an “Infinite Life” Agreement, there is no end! We are very honored and proud of what has just taken place, and everything agreed to today will be cherished by the American People. We will immediately begin the process of developing a large Military presence in the appropriate part of Greenland, of which there are many. We will work with the people of Greenland in its development and construction. This solution is a great one for the United States of America, Denmark, Greenland, and all of our Allies. We look forward to working with the wonderful people of Denmark and Greenland toward a magnificent future with respect to this large, and highly strategic, parcel of land. We will be very protective of it! This is a dream come true for the United States of America, one that is very important, historic, and special. Thank you for your attention to this matter! President DONALD J. TRUMP

[Zcapman @ZCapital3]

@PharmD_KS Zyn prices selling way below VAL

[Sean M. Pond @seanmpond]

COLORADO’S BALLOT IS FINAL

People keep asking how I am voting on the statewide ballot measures. Here it is, plain and simple.

✅ AMENDMENT 81: YES

If someone is charged with a violent crime and police cannot determine whether they are legally in this country, federal immigration authorities should be notified.

✅ AMENDMENT 82: YES

You should have the right to use natural gas to heat your home, cook your food, or run your business. Government should not take that choice away.

✅ AMENDMENT 83: YES, WITH RESERVATIONS

This puts the right to hunt and fish in the Colorado Constitution. It also says hunting and fishing are a preferred way to manage wildlife. I do not like all the power it still leaves with the state, but protecting hunting in our Constitution is better than leaving it completely exposed.

✅ AMENDMENT 84: YES

Mail ballots should require voter identification. If information is missing or wrong, the voter will have a chance to fix it.

✅ AMENDMENT 85: YES

Ballot questions should be written in plain English. Voters should not need a lawyer to understand what they are voting on.

✅ AMENDMENT 86: YES

Politicians should not be able to redraw congressional districts in the middle of the decade just to help their own party.

❌ AMENDMENT 87: NO

This ends Colorado’s flat income tax, creates tax rates as high as 8.4 percent, and increases state taxes by an estimated $2.7 billion every year. Government already takes and spends enough.

❌ PROPOSITION NN: NO

They say it does not raise taxes. What it really does is let the state keep billions of dollars that could otherwise be returned to taxpayers through TABOR. The education promises focus on ten years, but the higher government spending limit is permanent.

✅ PROPOSITION 132: YES

Fentanyl is killing people and destroying families. Dealers need stronger punishment, and people addicted to fentanyl need real treatment.

✅ PROPOSITION 133: YES

Anyone who knowingly buys or sells sexual activity involving a child deserves life in prison.

✅ PROPOSITION 134: YES

Girls deserve fair sports. Female sports should be based on biological sex.

✅ PROPOSITION 135: YES

Children cannot understand or consent to permanent, life changing surgery. Adults can make their own decisions. Children need protection.

✅ PROPOSITION 136: YES

This caps Colorado’s income tax rate at 4.4 percent. Government can lower the tax rate, but it cannot raise it above 4.4 percent.

❌ PROPOSITION 137: NO

This lets the state keep about $175 million a year that could otherwise be returned through TABOR. It locks that money into government controlled conservation programs. In Colorado, “conservation” too often becomes restrictions, closed roads, and locked gates.

There it is.

11 YES votes.

3 NO votes.

Read them for yourself. Make your own decision. Then vote.

#SeanPond

[Zcapman @ZCapital3]

@gnoble79

[Zcapman @ZCapital3]

@zerohedge

[Zcapman @ZCapital3]

@ClayTravis

[Zcapman @ZCapital3]

@MacauleyJim you must be the only person that has done the math and no one else has a clue.

[Zcapman @ZCapital3]

Operating leverage & scalability without massive capex

[Zcapman @ZCapital3]

The biggest positive in the notes: Strategic shift from prototypes/one-offs → recurring production