El Cognito

[El Cognito @classy_search]

Hard day w the kids - watch this

[Bearded Tesla @BeardedTesla]

If you have kids, this will hit hard. You’ve been warned 😭

[El Cognito @classy_search]

@BowTiedMara @grok can you color this?

[unusual_whales @unusual_whales]

"A software engineer was granted a religious exemption from using AI at work. Legal experts say others may follow now that the Pope has raised concerns about the tech's impact on humanity," per BI

[Bracco ⚡️ @Braczyy]

Went back and studied the Nasdaq parabolic advance following the November 1999 breakout. Wanted to see what the first real pullback looked like after the big down move in markets on Friday.

Nasdaq went vertical for 10 weeks, reaching nearly 10x ATR's above the 50SMA before its first close below the 20EMA, which came after a sharp 12% pullback in two sessions.

$SOXX just fell -12% in two days after hitting just over 10x ATR multiples above the 50SMA on Wednesday... First close below the 20EMA on Friday.

Wanted to compare the two as $SOXX $SMH and semiconductor stocks share many striking similarities with the Nasdaq and internet leaders of the 90's.

Also worth noting that many of the leaders during the first parabolic advance on the Nasdaq in 1999 did NOT make new highs again, even though the index grinded another 30% higher.

If using as precedent it's likely we saw some capitulation on Friday and could find a low next week. Would expect wide ranges, volatility, and tougher trading conditions. Just for studying and entertainment purposes.

[El Cognito @classy_search]

@Reformed_Trader More temp jobs which at lower quality and sector reads that much of this governmental, not industry.

[El Cognito @classy_search]

@Globalflows Quality of the jobs could clearly be better. People need to analyze the data more.

[El Cognito @classy_search]

@PeterMallouk @grok now do quality of life, safety, and freedom of speech

[Governor Mike Braun @GovBraun]

Hoosiers, help me welcome the Chicago Bears to our great state!

We look forward to building a partnership as strong as the '85 Bears defense, creating opportunities and economic growth that will benefit our state and the Bears organization for decades to come.

An NFL franchise in Northwest Indiana will be an economic boost to the entire region like we haven’t seen before.

Thank you to Speaker Huston, the legislature, and Mayor McDermott for their partnership. I also want to thank the entire Chicago Bears organization for their partnership and commitment in making this move a reality.

Welcome to Indiana!

[KingPinDon @StockyStockman1]

No legit companies will touch deepseek with a 10 foot pole, and if they do they may have some pissed off customers

PER GROK

Data Storage and Legal Risks
DeepSeek’s privacy policy explicitly states that user data—including prompts, conversations, uploaded files, chat history, device info, IP addresses, and even keystroke patterns—is collected and stored on servers in mainland China.

China’s National Intelligence Law (and related laws like the Cybersecurity Law and Data Security Law) requires organizations and citizens to “support, assist, and cooperate” with state intelligence efforts. This creates a legal obligation for Chinese companies like DeepSeek to provide data access to the government when requested, often without transparency or user notification.

[El Cognito @classy_search]

@agnostoxxx 3 pm headline incoming

[Michał Podlewski @trajektoriePL]

Now we know why Peter Thiel packed his bags for Argentina.

Milei just submitted his AI legislative framework to Congress, where he proposes:
- zero regulation on AI development,
- a brand-new "non-human corporation" category for AI/robot-operated entities with limited liability
-a low-tax regime with flexible governance rules.

The Dutch East India Company gave the world the limited liability company in 1602. Milei wants Argentina to do the same for autonomous AI agents in 2026.

[Atlas Press @realAtlasPress]

“To conceal anything from those to whom I am attached, is not in my nature. I can never close my lips where I have opened my heart.”

— Charles Dickens

[El Cognito @classy_search]

@ZaStocks This will make for a great retweet in a few months

[Mario Nawfal @MarioNawfal]

🚨🇺🇸The Senate just killed the SAVE Act, 48-50.

Voter ID and proof of citizenship, supported by over 80% of Americans, dead.

Four Republicans voted no: Tillis, Murkowski, McConnell, Collins.

The uniparty showed its face today...

[Liz Ann Sonders @LizAnnSonders]

The most elite undergraduate institution attended by Fortune 500 CEOs is … the University of Figure it Out (UFO)
@StrategasRP

[El Cognito @classy_search]

@edgaralandough I’m a decade past that point at 41, but yes was very much me 👆🏻

[El Cognito @classy_search]

@IterIntellectus Would be epic to see the first Grok movie release the same day as Nolan’s woke garbage

[Derek Thompson @DKThomp]

This has quietly been a miracle month in medicine.

In the last 5 weeks we’ve got news on:

- retatrutide, the triple agonist GLP-1 from Lilly, basically melting fat and body-wide inflammation at record levels
- RevMed’s new pancreatic cancer drug showing unprecedented abilities to extend life
- small trial of a one-and-done PCSK9 gene editing therapy for slashing LDL cholesterol
- Mayo’s AI-assisted radiology showing vastly improved cancer detection
- this new therapy for metastatic solid tumors

This stuff is at varying levels of evidence. Retatrutide is ~100% on its way, other stuff needs more clinical trial data. But put it together and we’re maybe on the verge of majorly reducing the mortality of heart disease and cancer, the two leading causes of death in America.

[Tanner @TannersTrades]

Jensen mentioned $MRVL as a company he sees growing to $1T, a key partner of $NVDA in the Networking and interconnect section seen below.

Familiarizing yourself with how these companies interact with each other is SO important when assessing the impact of news within the theme.

Furthermore, NVDA has a stake in MRVL, shocker!

[El Cognito @classy_search]

@Jake__Wujastyk You have one for $IMSR

[Mrs Fox 🕊️ @CaliforniaFrizz]

The world we live in is so unnecessarily and purposefully corrupt and divisive. All by design.

It’s a spiritual war.