$MU: “LP5 to LP6, DDR5 to DDR6 and newer generations of HBM all come with rising bit costs. This trend... is projected to cause the DRAM cost per bit to rise from current levels.”
“Industry data center DRAM & NAND bit shipments in CY26 [are] expected to more than double from 2Yrs ago.”
don't spend all of your time trying to take breakout trades this summer
trade the range and ENJOY your summer
come back in august/sept and clean up the BLOOD
The richest guy on Earth SHOULD be the guy making cutting edge cars and rockets instead of dudes who sell purses and perfumes or dudes who run investment firms or dudes who made Facebook.
What does this mean?
Hyperscaler discloses $20 billion in securities that are distributed to get $100 billion through credit markets to build 10x 10 MW data centers.
$100 billion securities ends up in pensions, as the hyperscaler struggles they just discontinue paying the SPV lease, pension bagholds
The Pentagon raised threat of Israeli spying on the U.S. to the highest level and AIPAC is openly cheering Republicans for section 224 in the NDAA that merges our military with Israel’s military.
Our government is being captured.
https://t.co/kn27xVrGep
It’s all talk. Just withhold foreign aid to Israel for a month and they’ll stop bombing their neighbors - instant peace, the Strait of Hormuz can be opened, and gas drops $2 a gallon. Israel has been, and continues to be, the biggest welfare recipient from American tax payers.
Brazil is going viral with ‘running raves’
Sao Paulo’s PACETRONIK events mix group runs with electronic music and club energy
The running rave concept is already backed by ASICS Brasil
Footage: PACETRONIK
The mainstream media is now confirming we are being robbed at grocery stores and Walmart
Product after product they take off the shelves and weigh is always short
They test Walmart shrimp, bring it to the studio and every bag is half a pound short
This has to be an intentionally large scale scam to defraud Americans at the grocery store
One or two items is a mistake. Every item they pull off the shelves being underweight at specific locations is fraud
And the amount products are underweight isn’t a small amount, it’s a huge amount
We are being robbed blind
Spirit Airlines died tonight at the hands of the socialist crusader, Elizabeth Warren
She must be so proud to add another casket to her achievements.
Tonight at 3am, Spirit turns off the lights. 14,000 jobs gone. 30+ smaller airports lose service.
JetBlue offered $3.8 BILLION in cash to buy Spirit in 2022. Shareholders, flight attendants union, literally everyone voted yes.
The combined company would have held 9% of the US market against a Big 4 that already owned 80%.
For anyone who understands numbers: 9% isn’t a monopoly against 80%.
Warren said no.
She wrote letters. She pressured Buttigieg. Biden’s DOJ sued. A federal judge killed the deal in January 2024.
Her argument: the merger would cost consumers $1 billion a year.
Now look at her collateral damage she dusts under the rug.
510 pilots gone in the months after. 1,800 flight attendants furloughed in December.
14,000 jobs in 2023. 7,500 last week. Zero tonight.
And that’s just the people in Spirit uniforms.
Catering goes. Fuel guys go. Baggage crews, gate agents, airport coffee shops, hotels and rental cars in 70 cities Spirit flew to. Every airline job carries 3 more on its back.
40,000 people out of work because of one woman’s moronic crusade against the market.
And the math ain’t mathing.
Spirit abandoned 90 routes during the death spiral. Fares on those routes are up 14% on average. Oakland to Newark: $135 to $288. Fort Myers to San Juan: $92 to $219. Kansas City to Newark up 66%.
That’s reality. Not some BS number from a “study.”
So @SenWarren tell me how this saves the consumer money?
Cheap carriers in a market drop fares 21% across the board. Southwest did this in the 90s and saved Americans $68 BILLION over 20 years.
Warren killed it. That’s what moronic politicians led by socialism do.
Then with her own blind arrogance, she tweeted Spirit’s collapse is “a Biden win for flyers.”
A win.
14,000 people are reading termination letters tonight.
And she’s taking credit.
This is socialism in 2026.
A senator who’s never made payroll thinks she knows how to run a market better than the people who own and work in the company.
She saved you a billion on imaginary paper.
She cost you ten times that in real life.
She didn’t protect consumers from anything.
14,000+ will go from working to welfare.
She will make sure to blame billionaires, hardworking tax payers, AI, capitalism and whatever monster they will make up tomorrow hiding under your bed.
Higher taxes. Fewer jobs. More expensive everything.
She called it a win. I hope you enjoy winning.
This is insane.
The historic Église Saint-Cyriaque church in Montenach, France, was just set on fire.
Survived both world wars but couldn’t survive diversity.
Leopold Aschenbrenner has done it again
Bloom Energy is up 24% today on crushing earnings
According to his recent 13F, he entered the year owning $875,505,552 of $BE
That position is now worth ~$2,732,664,338
I am still the Web3 Ambassador at World Liberty Financial.
The dashboard has 9 columns now.
When we sold the tokens, the sale materials said they were non-transferable. They could remain locked indefinitely. Unlocks would require a governance vote. We did not specify when. That was by design.
80% of the tokens sold to investors are still locked. 18 months later. The investors paid real money. The money is not locked. The money left immediately. The tokens stayed.
These events are unrelated.
To unlock the tokens, you need a governance vote. The governance vote on staking passed with 99.12% approval. 76% of the voting power came from 10 wallets. The 80% who are locked can vote. They cannot earn staking rewards. They cannot access Node tiers. They cannot sell. They can participate in the governance of their own captivity. I designed the distinction.
Last week our CTO borrowed $75 million against 5 billion of our tokens. He borrowed on Dolomite. Dolomite is the 13th-largest lending platform in crypto. Our CTO co-founded Dolomite. He borrowed from his own platform using our tokens as collateral. Our collateral is now 55% of Dolomite's total value. He did not disclose the conflict. These events are unrelated.
He borrowed so much of our own stablecoin that other depositors cannot withdraw theirs. We told them our positions are "nowhere near liquidation." We told them we would "simply supply more collateral." The token hit its all-time low that same week. These events are unrelated.
WLFI is $0.078. Down 83% from $0.46. The Co-Founder called it good news in my replies. I am adding that to the dashboard.
The treasury spent $65 million buying back 435 million tokens at an average of $0.15. The tokens are now worth $0.078. The buyback is 48% underwater. The treasury's money came from investors. The investors cannot sell their tokens. The project used investor money to buy tokens that lost half their value and the investors cannot sell the tokens the project bought with their money. That is called a protocol.
Justin Sun invested $75 million. He received 545 million tokens. He transferred a small number to an exchange. We froze all 545 million. There is a blacklist function in the smart contract. We did not disclose the blacklist function. He called it "a trap door marketed as an open door." He called it "the antithesis of decentralization." He is correct on both counts. He is also our advisor. These events are unrelated.
In November we partnered with AB DAO. AB DAO is connected to individuals sanctioned by the United States for ties to Cambodia's Prince Group. The Prince Group is a designated transnational criminal organization. The sanctions were imposed October 14th. We announced the partnership November 12th. 29 days later. We said we were unaware. AB DAO held $10 million of our stablecoin. After journalists called, it dropped to $3.6 million. We did not ask where the $6.4 million went. That is not in my job description.
The GENIUS Act created the 1st federal stablecoin framework. Our stablecoin complies. The President's party advanced the legislation. The President's family collects 75 cents of every dollar the stablecoin generates. The regulation that governs our product enriches the family that governs the regulation. That is compliance.
The tokens are locked. The money is gone. The CTO borrows from his own platform. The buyback is underwater. The biggest investor is frozen out. The partner is sanctioned. The regulation is self-dealing. The stablecoin funds the deals. The deals require the pardons. The pardons free the partners. The partners fund the platform. The President signs the orders. The orders inflate the assets. The assets fund the family.
600,000 wallets bought in. They lost $3.87 billion. 2 families cashed out.
America First. You're America. They're First.
I am the reason these events are unrelated.