Mbarī ya Mbogo

[Mbarī ya Mbogo @felixkirathe]

The infinite intelligence in my subconscious mind, will reveal everything I need to know at all times, everywhere.

[Mbarī ya Mbogo @felixkirathe]

@KijanaYaODM jomo was a conman, thief, stupid etc. Nothing good came from him.

[DekmarTrades @DekmarTrades]

The AI Ecosystem. Everything You Need to Know!

AI Hardware
• $NVDA — Designs the GPUs that power most large-scale AI training and inference.
• $TSM — The world’s leading contract chipmaker, fabricating advanced processors for Nvidia and others.
• $ASML — Makes the extreme-ultraviolet lithography machines required to produce cutting-edge semiconductors.
• $INTC — U.S. chip designer and manufacturer expanding foundry capacity for AI and high-performance computing.
• $AMD — Sells CPUs and GPUs that compete with Nvidia in data-center and AI workloads.

AI Security
• $MSFT — Enterprise software and Azure cloud giant with a large cybersecurity franchise.
• $CRWD — Cloud-native endpoint and identity security platform used to detect and stop breaches.
• $PANW — Broad cybersecurity suite spanning firewalls, cloud security, and AI-driven threat detection.
• $NET — Operates a global edge network that provides internet security, performance, and zero-trust access.
• $RBRK — Data-security company focused on backup, recovery, and cyber-resilience after attacks.

AI Applications
• $PLTR — Builds AI software that helps governments and enterprises analyze data and automate decisions.
• $SNOW — Cloud data platform used to store, share, and run analytics and AI on enterprise data.
• $MDB — Developer of MongoDB, a widely used document database for modern applications.
• $ZETA — Marketing and customer-intelligence platform that uses AI to target and convert consumers.
• $PATH — Automation software company known for robotic process automation and AI agents.

Robotics
• $TSLA — Electric-vehicle maker also developing humanoid robots and autonomous driving systems.
• $AMZN — E-commerce and cloud leader that deploys warehouse robotics at massive scale.
• $ISRG — Maker of the da Vinci system, the leading platform for robotic-assisted surgery.
• $SYM — Builds AI-powered warehouse robots and automation systems for retailers and logistics firms.
• $RR — Richtech Robotics develops service and delivery robots for commercial settings.

Nuclear
• $OKLO — Developing small advanced fission reactors aimed at reliable, carbon-free power.
• $CCJ — One of the world’s largest uranium miners and nuclear-fuel suppliers.
• $UUUU — U.S. producer of uranium and rare-earth materials used in energy and defense.
• $GEV — GE Vernova supplies power equipment, including nuclear and grid technology.
• $LEU — Provides uranium enrichment and nuclear-fuel services in the United States.

Critical Materials
• $MP — Operates the only scaled rare-earth mine and processing site in the United States.
• $CRML — Critical-metals developer focused on materials used in energy and technology supply chains.
• $IDR — Idaho miner with gold and rare-earth exposure in the U.S.
• $FCX — Major global copper producer, a key metal for electrification and data centers.
• $UAMY — U.S. antimony company tied to defense and energy-critical mineral supply.

Space
• $RKLB — Launch company providing small- and medium-lift rockets and space systems.
• $ASTS — Building a space-based cellular network to connect standard phones from orbit.
• $PL — Operates a large fleet of Earth-observation satellites for daily imagery.
• $BKSY — Satellite-intelligence firm providing real-time Earth monitoring and analytics.
• $LUNR — Lunar lander and space-services company flying NASA and commercial missions to the Moon.

Drones
• $ONDS — Develops autonomous drones and private wireless networks for industrial and defense use.
• $UMAC — Supplies drone components and systems, including motors and NDAA-compliant parts.
• $AVAV — Leading maker of military drones and loitering munitions.
• $KTOS — Defense-technology firm specializing in unmanned systems and drone warfare.
• $DPRO — Builds drones and UAV systems for public-safety, industrial, and defense customers.

AI Utility
• $IREN — Bitcoin miner converting power and data-center capacity toward AI compute.
• $NBIS — AI cloud company offering GPU infrastructure and full-stack model-training services.
• $CIFR — Crypto miner expanding into high-performance computing and AI hosting.
• $CRWV — GPU-cloud provider that rents specialized AI compute to labs and enterprises.
• $GLXY — Digital-asset firm with exposure to crypto markets and related infrastructure.

AI Power
• $EOSE — Makes zinc-based batteries for long-duration energy storage.
• $VST — Large U.S. power producer selling electricity to the grid and data-center customers.
• $BE — Builds solid-oxide fuel cells that generate on-site power for data centers and industry.
• $CEG — Largest U.S. nuclear-fleet owner, a major supplier of always-on clean power.
• $VRT — Provides power, cooling, and infrastructure equipment that keeps data centers running.

[Mbarī ya Mbogo @felixkirathe]

@GeneralWaitish
Very sad news indeed! Rest in peace general!

[Mbarī ya Mbogo @felixkirathe]

@Rusia_HD Yes.

[Dr. Novo 🍌 @novocrypto]

Yo, lemme break this shit down for the homies in the back:

WHO TAYLOR?

Ain’t Swift, bitch. JOHN TAYLOR. Old-school rate plug who wrote the Fed a recipe for when prices start trippin’.

i is the cost of borrowin’ bread.

r* is the rate when the economy neither lit nor dead.

π is inflation wildin’, robbin’ every till.

π* is its 2% curfew, tellin’ that hoe “CHILL.”

y−y* is the output gap, the block too hot or broke.

1.5 says inflation twitches, the Fed swings back with smoke.

0.5 says growth too turnt? Add half another hit.

That’s the Taylor Rule, homie:

PRICES FUCK AROUND → INTEREST RATES HANDLE THAT SHIT.

Then Ghalibaf scans that bitch and says:

“THIS FORMULA BROKE.

Y’ALL PRICED MONEY, JOBS AND HEAT…

BUT FORGOT WHO CONTROLS THE CHOKE.”

So he drops α(SOH−SOH*) + β(BEM−BEM*).

HORMUZ IN THE BUILDING.

BAB EL-MANDEB PULLED UP WITH HIM.

The stars mean calm.

The gaps mean drama.

α and β measure how much smoke each strait brings to your mama.

Gate tightens.

Tanker stalls.

Crude jumps.

Petrol jumps.

Freight jumps.

Food jumps.

Plane tickets jump.

Your wallet gets stomped so hard it starts coughing up coins.

Then the Fed sees inflation and reaches for its bitch-ass quarter-point hike:

“FREEZE! 25 BASIS POINTS!” 🔫

Freeze WHAT, FED?

That lil rate hike ain’t opening no sea lane.

Ain’t escorting no tanker.

Ain’t drilling no well.

Ain’t squeezing one barrel outta your bald-ass Excel.

Now your bag gets caught lackin’ from BOTH SIDES:

THE BARREL RUNS YOUR FRONT POCKETS.

THE BANK RUNS YOUR BACK POCKETS.

THE MARKET SNATCHES YOUR PORTFOLIO.

YOUR BOSS LOOKS AT PAYROLL LIKE, “WHO GOTTA GO?”

Oil shock hits first.

Rate hike spins back.

Mortgage gets wicked.

Credit cards go demonic.

Business loans start extorting.

Stocks catch a fade.

Jobs catch a body.

Then Ghalibaf drops the coldest shit in the whole track:

“r* ISN’T NEUTRAL. IT’S SOH RISK PREMIUM, AND WE SET IT.”

Neutral?

NEUTRAL MY ASS.

That rate got jacked at Hormuz and sent back wearing an Iranian price tag.

The Fed might set the number…

BUT TEHRAN PUT THE FEAR IN THE NUMBER.

Then “STAY UNANCHORED!”

That’s inflation expectations hoppin’ the fence with no plates:

Workers demand more.

Companies charge more.

Banks want more.

Bond traders demand more.

Everybody thinks prices finna rise, everybody moves like prices finna rise, and the panic cooks the very inflation they scared of.

The Fed brought basis points to a blockade.

Ghalibaf brought the whole motherfuckin’ gate.

FED GOT THE DIAL.

IRAN GOT THE VALVE.

FED GOT THE FORMULA.

IRAN GOT THE VARIABLE.

YOU SET THE RATE.

WE SET THE HEAT.

NOW TAKE THAT TAYLOR RULE, ROLL THAT BITCH UP, AND SMOKE IT WITH YOUR 25BPS. 🥵 💨 📈💯

@mb_ghalibaf 🫳🎤

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

Straits Taylor Rule:

i = r* + π* + 1.5(π−π*) + 0.5(y−y*) + α(SOH−SOH*) + β(BEM−BEM*), α,β > 0

Let’s see if a hike could open SOH or produce a single barrel :)

You can’t 25bp a chokepoint and r* isn’t neutral. It’s SOH risk premium, and We set it.

Stay unanchored !

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

Straits Taylor Rule:

i = r* + π* + 1.5(π−π*) + 0.5(y−y*) + α(SOH−SOH*) + β(BEM−BEM*), α,β > 0

Let’s see if a hike could open SOH or produce a single barrel :)

You can’t 25bp a chokepoint and r* isn’t neutral. It’s SOH risk premium, and We set it.

Stay unanchored !

[Mbarī ya Mbogo @felixkirathe]

@Rusia_HD Yes.

[Explosive Media @ExplosiveMediaa]

The US war machine has failed, and it's economic war will fail too.

Trump is trapped in Iran’s maze, the ending is in our hands:

Get out of the region or accept defeat.

🎬💥 Our new LEGO music video is out now!

[Mbarī ya Mbogo @felixkirathe]

@clarasoma @CandaceGuardian @RealCandaceO You're clearly intelligent it just doesn't show up where it matters.

[Mbarī ya Mbogo @felixkirathe]

@Liora56613239 @CandaceGuardian @RealCandaceO When it comes to thinking you travel like light.

[Mbarī ya Mbogo @felixkirathe]

@FlyGirlBade @CandaceGuardian @RealCandaceO Don't use that mind to walk, an ant will hit you.

[Will Schryver @imetatronink]

I note again that, when you're dealing with an empire in existential crisis, you must administer death by a thousand cuts in order to not evoke a trapped animal reflex in a beast who, at the very least, could destroy a city in a fit of fury.

These things must be done delicately.

[Will Schryver @imetatronink]

“Man's most valuable trait is a judicious sense of what not to believe.”

― Euripides

[Mbarī ya Mbogo @felixkirathe]

@moneyacademyKE Diversion from the fact that he bombed a wedding.

[Mbarī ya Mbogo @felixkirathe]

@DekmarTrades Any man who watches pornography will perish!

[Mbarī ya Mbogo @felixkirathe]

@SecScottBessent

[Mbarī ya Mbogo @felixkirathe]

@RealCandaceO At this rate, someone make sure Lance Twiggs and Terrell Farnsworth are not suicidal.

[IRAN EMBASSY in KENYA @IRANinKENYA]

President of self-destructive deadlines.

Five-day. Ten-day. Four-to-six weeks. Two-or-three weeks. Any day now. Next week. Sixty days. Last chance.

All expired. All failed.

But honestly, we have missed his deadlines. All of them.
Wish he would set one more for his new D-Day economic state terrorism.

We’re still here.
He’s still talking.

[WF @WhaleFUD]

Iran is back to making its viral Lego videos mocking Trump.