BullWarrior

[Don Winslow @donwinslow]

1 US milk is illegal in Europe
Too many chemicals

2 US bread is considered cake in Europe
Too much sugar

3 US eggs are illegal in UK
They wash off the natural protection

4 US meat is banned in 160 countries
Due to hormones

5 US apples are coated with wax also used for cars

6 In US, 60% of food contains stuff banned in other countries
-@SydesJokes

[Mandy @rabbimandyx]

Hey @Grok, is this goyslop plant in some third world country or Kentucky?

No spin or commentary.

[Alonso Gurmendi @Alonso_GD]

It’s amazing how much of the evil this man causes is just the result of him being an idiot, not a genius

[Thomas Massie @RepThomasMassie]

Please everyone, calm down. Lindsey Graham’s sister will be MAGA too!

[BullWarrior @bullwarrior70]

@Amnesty_Norge @Asorloth Go fuck yourself

[Anonymous @YourAnonNews]

He's a parasite.

[Vlad @VladTheInflator]

WHAT THE FUCK

This is real

[Vatnik Soup @P_Kallioniemi]

The Donald Trump Portfolio Tracker has already been suspended.

The account collected Trump's stocks, etc. from open sources.

The most transparent administration in history!

[Cuckturd @CattardSlim]

Remember when the DHS account showed it was registered in Israel?

Then DHS & Elon said it was a lie?

Then Elon immediately changed the rules so government accounts don't show registration location?

That was weird. 🤔

[Exec Sum @exec_sum]

BREAKING: Donald Trump Jr's venture firm 1789 Capital grew from $200M to $3.5B AUM in one year

The firm bought stakes in Databricks, Ramp, Deel, Groq, Anduril, SpaceX, xAI, and Reflection AI

It is targeting $10B and positioning itself as the new Carlyle Group

[Bull Theory @BullTheoryio]

🚨 LEOPOLD ASCHENBRENNER IS OFFICIALLY BETTING BILLIONS THAT THE AI HARDWARE BOOM HAS PEAKED.

The exOpenAI researcher who was fired for warning that China could steal their AI models then turned $225 million into $5.5 billion in 12 months just filed his Q1 2026 13F with the SEC.

One quarter ago he had $5.5 billion in disclosed equity exposure. As of March 31, 2026 that number is $13.67 billion. The portfolio nearly tripled in a single quarter across 42 positions.

He initiated $7.46 billion in put options against every major semiconductor company between January 1 and March 31, 2026.

None of these positions existed in his Q4 2025 filing.

- SMH VanEck Semiconductor ETF PUT: $2.04 billion
- Nvidia PUT: $1.57 billion
- Oracle PUT: $1.07 billion
- Broadcom PUT: $1.01 billion
- AMD PUT: $969 million
- Micron PUT: $583 million
- Taiwan Semiconductor PUT: $535 million
- ASML PUT: $494 million
- Intel PUT: $159 million

For the past 18 months Aschenbrenner was betting only on electricity, memory, compute, and physical data center infrastructure. That made him one of the best performing fund managers in the world. And his long stock book still reflects that exact same thesis.

- Bloom Energy: $878 million
- SanDisk: $724 million
- CoreWeave: $556 million
- IREN: $401 million
- Core Scientific: $389 million
- Applied Digital: $320 million
- Riot Platforms: $142 million
- CleanSpark: $104 million
- Solaris Energy: $62 million
- T1 Energy: $43 million
- Bitfarms: $38 million
- Bitdeer: $29 million
- Power Solutions: $26 million
- WhiteFiber: $20 million
- Babcock and Wilcox: $19 million
- SharonAI: $18 million
- ProPetro: $13 million
- Hive Digital: $6 million

He is also running call options on specific names at the same time as his puts, which means he is not simply betting against semiconductors everywhere.

- Micron CALL: $422 million
- SanDisk CALL: $388 million
- Taiwan Semiconductor CALL: $354 million
- CoreWeave CALL: $140 million
- Bloom Energy CALL: $55 million

This means he believes the companies supplying power, storage, and compute to the AI industry still have years of growth ahead of them.

But the chip companies that Wall Street has been buying for the past two years at record valuations have already priced in everything good that is going to happen to them.

The man who has been right about every major AI trade for the past 18 months is now betting that the biggest names in semiconductors are about to fall.

If his track record means anything, the chip stocks Wall Street has been buying for the past two years may be in serious trouble.

[BullWarrior @bullwarrior70]

@spectatorindex

[Lucas Sanders 👊🏽🔥🇺🇸 @LucasSa56947288]

OMG! Who made this? 🤣

[Anonymous @YourAnonNews]

Melania: "Jeffrey who?"

[BullWarrior @bullwarrior70]

@Breaking911 FSD will be the 2nd best Darwin's competition of the decade after covid-19

[BullWarrior @bullwarrior70]

@tankman2002 我家外甥女侄女都喜欢看，我就机会教育她们这就是为什么中国人踢球永远不会赢日本与韩国。东亚病夫的后代就是崇拜娘炮

[Not Jerome Powell @alifarhat79]

Wake up babe, a new Iran movie trolling Pete Hegseth just dropped

[Jesus Chrysler @JesusChryslerII]

🤘😂