Top Shelf Koolaid

Clickbait is everywhere ... we are all star dust ... got to see Curry, Montana, Rice, Posey, Ricky and Marleau play ... eat right, keep good health, see the 🌎

[gooseworx gooseworx gooseworx gooseworx gooseworx @GooseworxMusic]

I'm back from being buried in stillborn cow orbs for three months.

[Top Shelf Koolaid @cujo1050]

@GooseworxMusic 57 year old father of two early 20s guys here ... we all grew up with Digital Circus. Thank you for the fantastic therapy, hours of conversations we still have, and the connection we have from that show.

[Top Shelf Koolaid @cujo1050]

@Super70sSports Couldn't get past the Steelers ... damn shame

[Top Shelf Koolaid @cujo1050]

@PpollingNumbers Nothing fake about the allegations. Apparently this country has decided to reward cheaters, sexual abuse physically or verbally, and grifting of tax payer money with public office.

[Top Shelf Koolaid @cujo1050]

@BeckDylan9 @CharlesMBlow A maga sycophant with DDS ... Democrat derangement syndrome it appears.

[Top Shelf Koolaid @cujo1050]

@KRAE_USA @BulwarkOnline @kwelkernbc She asked questions that deserved answers, and he could not provide them. She had the objective stance, and he is the one that looks foolish. Trump is the bully and tries to be the victim. Tactics learned from Roy Cohn backfired this time.

[Top Shelf Koolaid @cujo1050]

@atrupar You know the other side is worried when they start criticizing masculinity.

[Christophe Barraud🛢🐳 @C_Barraud]

🇺🇸 The United States is now building almost as many “roads for AI” as physical roads.

💰 This chart is probably one of the most telling ones right now to understand what is really happening behind the AI frenzy. Construction spending on data centers in the US has now surpassed $50 billion on an annualized basis, to the point where it is rivaling public spending on transportation infrastructure.

📈 The white line on the chart is quite striking. Spending related to data centers was still marginal ten years ago, then started to accelerate, before becoming almost vertical from 2022-2023 onwards. This has become a real physical investment cycle, driven by hyperscalers, cloud demand, compute needs and the race to secure enough capacity to train and run AI models, and this is where the financing question becomes central.

⚠️ As long as the free cash flows of the large tech companies are enough to absorb the capex, the market can remain relatively comfortable. However, if investment needs continue to rise faster than cash flows, we enter a phase with fewer buybacks, more debt, partnerships with private investors, dedicated vehicles, structured financing, and probably, at some point, forms of securitization or monetization of these infrastructures.

➡️ In the short and medium term, this is obviously very positive for the entire AI infrastructure value chain. This capex is real, visible and already measurable in the US economy, but it is also a risk signal. When a single private investment vertical reaches the size of a major public infrastructure category, the question of return on capital inevitably comes up.

Will each dollar invested generate enough incremental revenue? Will AI monetization happen fast enough? Will final demand truly justify the level of spending currently being committed?

*Bloomberg link: https://t.co/Sf2kiR8G24

[Top Shelf Koolaid @cujo1050]

@Coach_Yac @c_dot_g Dissapointed? Yes ... freaking pissed? Good grief man it's a freaking game ... a damn game. There is no way a game should get you that upset where your pissed off at a player. And fans who send death threats aren't fans, seek therapy.

[Joyce Alene @JoyceWhiteVance]

Rough times for Trump in court: His name has to come off of the Kennedy Center by 6/12, the Pentagon's anti-trans policy got blocked, an Alabama judge lectured prosecutors about their duty, & Trump's slush fund is imploding.

It's Hard to keep track of all the losses, so I did it for you:
https://t.co/9De4IwaWSF

[Tamie @RealTamie]

ALL BROKEN PROMISES!

[God @TheTweetOfGod]

Now he's telling the country what he used to tell teenage girls.

[Top Shelf Koolaid @cujo1050]

@JerryBaJB @GOP__Ls You don't understand the case ..perhaps you should read up on it.

[Top Shelf Koolaid @cujo1050]

@Acyn That's cologne Waters is wearing is desperation

[Top Shelf Koolaid @cujo1050]

@ThomasCM45 @ChrisMurphyCT

[Top Shelf Koolaid @cujo1050]

@RpsAgainstTrump They will be down to Kid Rock at this rate. The Trump Presidency is nothing but a giant scam ...

[Top Shelf Koolaid @cujo1050]

@SixSeedStudio @PeteHegseth Matthew 5:19 Therefore whoever relaxes one of the least of thesecommandments and teaches others to do the same will be called least in the kingdom of heaven, but whoever does them and teaches them will be called great in the kingdom of heaven.

[Top Shelf Koolaid @cujo1050]

@SixSeedStudio @PeteHegseth Matthew 5:3

“Blessed are the poor in spirit, for theirs is the kingdom of heaven.

[Top Shelf Koolaid @cujo1050]

@SixSeedStudio @PeteHegseth Galatians 5:19-Now the works of the flesh are evident: sexual immorality,impurity, sensuality,idolatry,sorcery, enmity,strife, jealousy, fits of anger, rivalries,dissensions, I warn you, as I warned you before, that those who do such things will not inherit the kingdom of God.

[Top Shelf Koolaid @cujo1050]

@SixSeedStudio @PeteHegseth Matthew 18:3

And said, “Truly, I say to you, unless you turn and become like children, you will never enter the kingdom of heaven.