Josh Danesh

[Rihard Jarc @RihardJarc]

I just published my article on how hyperscalers like $AMZN, $MSFT, and $GOOGL will benefit in the token optimization era and why I believe the companies will re-rate much higher.

https://t.co/CQjUnFH3FD

[Bill Ackman @BillAckman]

@MohammadSalhut Success is not a straight line up. It is how you deal with failure that determines your destiny.

[Josh Danesh @DaneshJosh]

@sweetgreen just checked out your new location 18th/Broadway. Excellent experience. I suggest all your future locations to replicate this one. Store size not too big, a few seats, infinite kitchen, self order / checkout, few staff members. Fast, clean, efficient!!

[Bill Ackman @BillAckman]

Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend.

One of the best times in a long time to buy quality.

Ignore the bears.

[Vivid.🇮🇱 @VividProwess]

Benjamin Netanyahu to the Iranian people:

“We are hitting the terror operatives on the ground, in the crossroads, and in the squares, to enable the people of Iran to celebrate. So celebrate and Happy Nowruz. We're watching from above.”

🇮🇷❤️🇮🇱

[Vivid.🇮🇱 @VividProwess]

🚨BREAKING: Benjamin Netanyahu:

“We eliminated Ali Larijani. He was the boss of the Revolutionary Guards that actually runs Iran. Alongside him, we also eliminated the commander of the Basij.

“There are many more surprises in store.”

[Reza Pahlavi @PahlaviReza]

اعضای تیم ملی فوتبال زنان ایران پس از اقدام شجاعانه‌شان در خودداری از خواندن سرود رژیم، با فشارهای شدید و تهدیدهای مداوم از سوی جمهوری اسلامی روبه‌رو هستند و در صورت بازگشت به ایران ممکن است با پیامدهای بسیار جدی مواجه شوند.

من از دولت استرالیا می‌خواهم امنیت آنان را تضمین کند و هرگونه حمایت لازم را در اختیارشان قرار دهد.

[Ben Carlson @awealthofcs]

The private equity complex is in the midst of a pretty nasty crash

Current drawdowns from the highs:

Carlyle -25%
Apollo -39%
Ares -42%
Blackstone -43%
KKR -44%
Blue Owl -61%

[Hillel Fuld @HilzFuld]

A WhatsApp from a US navy seal. Incredible.

[David Keyes @DavidMKeyes]

In Iran, they call him "Esmail Qaani," head of the IRGC Quds force. But in LA at Hebrew High in '95, I called him Rabbi. Thank you, agent "Qaani," for decades of service in the shadows.

[Gregory Zuckerman @GZuckerman]

Apollo, Blackstone and KKR down 40%, 42% and 46% from their all-time highs just over a year ago 😬😬

[Samantha Smith @SamanthaTaghoy]

The Iranian women’s national football team refused to sing the anthem of the Islamic Regime. Tonight. At the opening match of the Asian Cup. In front of the entire world.

So, to all liberal Western women:

Watch and learn.
THIS is what real feminism looks like.

[Bill Ackman @BillAckman]

So let me get this straight. You support the Khamanei regime that killed 38,000+ protesters and maimed hundreds of thousands more. A regime that has repeatedly called for Death to America and has killed thousands of our servicemen and citizens. One that has taken away women’s rights and freedoms for the Iranian people.

And then you call our efforts to destroy the evildoers a catastrophic escalation.

You also support those who attack our police force. You take the side of the criminals rather than the victims of violent actors in our city.

How is it that you can’t differentiate between good and evil?

Why is this so hard for you?

[Reads with Ravi @readswithravi]

“In order to be successful, you have to make sure that being rejected doesn't bother you at all.”

— Bill Ackman

[Daniel @danielisdizzy]

As Stanley Druckenmiller says, making money isn’t that hard.

“The biggest mistake investors make is they invest in the present instead of looking forward.

It’s very important never to invest in the present. Always try to envision the situation as you see it in 18 to 24 months.”

That’s exactly what’s happening with the AI frenzy right now.

The market is obsessing over this year’s free cash flow and ignoring what AI will unlock over the next few years.

[Bill Ackman @BillAckman]

@DrEliDavid Don’t forget the move in the currency! I am a U.S. dollar investor.

[Jared Kushner @jaredkushner]

The successful recovery of Police Officer Ran Gvili’s body in Gaza closes one of the darkest chapters of the Middle East conflict.

For the first time since 2014 there are no Israeli hostages held in Gaza. All 20 live hostages and all 28 deceased hostages in Gaza have now been returned home.
Under @realDonaldTrump leadership, @SEPeaceMissions and I worked closely with @CIA, @Netanyahu and his team, @IDF, Egypt’s GIS, Turkey, Qatar, and many cooperative Gazans to make possible this unthinkable outcome. Coordination and trust were built between individuals and organizations where none previously existed. This produced tangible results.
Helping the people of Gaza start a new chapter free from the tyranny of Hamas is a critical mission to prevent future death and destruction for Israelis and Palestinians. This will also eliminate a flashpoint manipulated by disingenuous actors to mobilized antisemitism and other forms of division and hatred.

We are trying new approaches, hoping to achieve new outcomes. This is an end, but also a new beginning.

[Dave Portnoy @stoolpresidente]

As we prepare for our 13th AFC title game in 23 years nobody knows better than us it’s gonna take total team effort today. Let’s all lock in + be laser focused. Every chore, every snack, every snap make it count We do that and we’re SB bound again.

[Best Movie Moments 🍿 @BestMovieMom]

Matthew McConaughey walked away from $14.5M to kill his "rom-com guy" image. He almost quit acting to become a teacher. The gamble paid off: his refusal to settle paved the way for True Detective, Interstellar, Dallas Buyers Club, and an Oscar.

[Anthony Pompliano 🌪 @APompliano]

Inflation is 1.2% and GDP is over 5%, yet the economists will promise you that another recession is right around the corner.

Insane.