Maui Jim

Insatiably curious, Investments, Porsche guy, Believer 😎

[Maui Jim @GridRunnr]

“Change is Frightening, Especially to those in Power.”

[Marc Andreessen 🇺🇸 @pmarca]

Wow. I wasn’t even born yet in 1987.

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

Oldie but a goodie

[Maui Jim @GridRunnr]

Classic

[Brian Roemmele @BrianRoemmele]

THE VOICE OF WORLD CONTROL.

COLOSSUS THE FORBIN PROJECT, 1970

[Maui Jim @GridRunnr]

as a high school kid, friend had a older one, put a V-8 into it ... they were known a CorV8's ... Even cooler, another friend in the '80's had a Austin Mini Cooper, put a engine in the rear trunk, as well as the front .. was known as a "Twini-Mini", he was an engineer for Lockheed at the time.. of, forgot to mention both engines were turbo charged ... shocked a whole lot of Porsche owners ... "Fast Times at Ridgemont High" 😎

[Brian Roemmele @BrianRoemmele]

The Chevrolet Corvair: A Hyper Overreaction Fueled by Politics, Not Safety

The same thing is taking place today in AI.

The Chevrolet Corvair (1960–1969) was a pioneering American compact with a rear air-cooled engine, independent suspension, and innovative design aimed at import competition.

It sold nearly 1.8 million units and evolved significantly over its run. Yet it became a poster child for corporate negligence, largely due to Ralph Nader’s 1965 bestseller Unsafe at Any Speed, which dramatically portrayed the early swing-axle models as deadly “one-car accidents.”

This ignited a media firestorm, hundreds of lawsuits, plummeting sales, and GM’s own PR blunders. The backlash helped pass the 1966 National Traffic and Motor Vehicle Safety Act and create the NHTSA—but the targeting of the Corvair went far beyond the evidence.

In 1972, after a thorough investigation with comparative testing against contemporaries (Ford Falcon, VW Beetle, etc.), the NHTSA concluded:

“The handling and stability performance of the 1960-1963 Corvair does not result in an abnormal potential for loss of control or rollover and it is at least as good as the performance of some contemporary vehicles.”

Independent engineers agreed: no unique safety defect. Rollover rates were comparable to peers. The car simply required proper tire pressures and attentive driving—standard for the era.

The response was a textbook hyper-overreaction. Nader dismissed the report. Media coverage of the exoneration was minimal.

Production ended in 1969 amid the political climate of rising anti-corporate sentiment in the 1960s.

The Corvair wasn’t “unsafe at any speed” it was a product of its time vilified for narrative and political momentum more than proven peril.

Today, well-maintained Corvairs are beloved classics, a reminder of how safety crusades can sometimes prioritize headlines and power over engineering reality.

The saga advanced broader standards but at the unnecessary cost of an innovative car.

Today we face the same overreaction with AI models that are “unsafe at any use”. We will know the facts that this reaction was not astute but based on the views of folks raised on science fiction and films like Ralph Nader.

[Mark W. Yusko - Two Point One Quadrillion @MarkYusko]

Math Is Hard

[Maui Jim @GridRunnr]

in 90 days, $2T of SpaceX stock is unlocked and becomes tradable... think very many will unload .. ?
https://t.co/TmCLlRlmIS

[Mark W. Yusko - Two Point One Quadrillion @MarkYusko]

Few Truer Words Spoken

Insiders Don’t Sell At Bottoms

[Dan Tapiero @DTAPCAP]

Shocking that portfolio of 25/25/25/25 is having its best year since 1933!

What in the world ever hits a 97 year high?

Allocation to gold is a mind blowing 0.4% STILL TODAY.

Adoption never happened for gold. It must be coming.

If early for gold it hasn't started for BTC.🚀

[Dan Tapiero @DTAPCAP]

Here's an idea.

Rich people own stocks.

Voters own bitcoin, eth, sol, alts, crypto.

Trump knows voters will determine the elections in November.

BTC 160k is only a double.

[Maui Jim @GridRunnr]

@ChrisCamillo ...internet’s most magnetic women creators."
Chris with a wig on ... ? 😎

[Maui Jim @GridRunnr]

Zionist

[Ethan Levins 🇺🇸 @EthanLevins2]

🚨🇮🇱 Thomas Massie CONFIRMS Israel used NAPALM on the USS Liberty.

34 Americans were burned alive, skin boiling from their bodies, after the IDF dropped Napalm on the unarmed ship.

He confirmed this yesterday in the U.S. Congress.

[Learning Crypto @learningcrypto]

Three models just aligned on Bitcoin's next major low.

They're all pointing at the same number, while equities are flashing dot-com bubble warnings.

Is your portfolio prepared for what's next?

[Maui Jim @GridRunnr]

@learningcrypto @blockchainchick HODL on …

[Maui Jim @GridRunnr]

With all the hoopla with the SpaceX IPO, maybe the real buy is TSLA … ? @elonmusk

[Herbert Ong @herbertong]

🚨 Tesla may be telling us exactly what's coming next through its hiring!

@CernBasher points out that Tesla currently has 36 Robotaxi job openings and 172 Optimus-related positions across engineering, manufacturing, testing, supply chain, and operations.

The interesting part? These aren't the hiring plans of a company running experiments.

They're the hiring plans of a company preparing to scale.

From Robotaxi fleet operations to Optimus manufacturing, Tesla appears to be building the teams needed to turn both projects into real businesses.

The question is: are investors paying enough attention to these signals? $TSLA

[SightBringer @_The_Prophet__]

⚡️Signal

[Maui Jim @GridRunnr]

@_The_Prophet__ Wow

[Maui Jim @GridRunnr]

@DavidSacks and idiots like Bernie will be in control ? Good luck with that …
@BernieSanders

[SightBringer @_The_Prophet__]

⚡️Gold is being re-monetized by states before the public fully understands why.

Central banks do not buy gold for yield.

Gold pays nothing.

They buy it because it has no counterparty, no issuer, no sanctions committee, no maturity wall, no central-bank promise attached to it. It is the reserve asset you hold when you no longer fully trust the reserve system.

That is the whole story.

The dollar system still functions. Treasuries still dominate. The U.S. still sits at the center of global finance.

But the marginal behavior of central banks says they want less exposure to promises and more exposure to hard collateral.

That is the same trust migration we keep seeing everywhere.

Nvidia trading near sovereign CDS.

Big Tech raising capital for AI infrastructure.

Bitcoin becoming strategic monetary infrastructure.

Central banks buying gold.

Data centers becoming private industrial policy.

Different surface. Same structure.

Capital is moving toward things with harder internal logic.

The gold move also reinforces the Bitcoin arc.

Gold is the state-safe version of the collateral trade. Bitcoin is the non-state, digitally scarce version. Central banks will generally move into gold first because it is familiar, politically acceptable, and balance-sheet legible. Bitcoin comes later through ETFs, corporate treasuries, pensions, sovereign experiments, and strategic reserve language.

Gold is the institutional memory of hard money.

Bitcoin is the forward architecture.

The cleanest read:

Central banks are not buying gold because they expect the world to end tomorrow.

They are buying gold because they no longer trust the next decade of the fiat system enough to hold only paper promises.

That is the signal.

April’s +17 tonnes is not massive by itself.

The pattern is massive. China continuing. Poland accelerating. Buyers returning after a brief selloff. Central-bank demand staying alive at elevated prices.

That means gold dips remain structurally supported.

It also means the debasement/collateral-migration thesis is still intact.

The official sector is not acting like the old system is pristine.

It is acting like the old system still works, but no longer deserves undivided trust.

[Mario Nawfal @MarioNawfal]

🚨🇮🇱🇺🇸 BOMBSHELL: The Pentagon raised Israel's counterintelligence threat level to "critical," the highest possible designation, over concerns Israel is aggressively spying on top U.S. officials.

According to U.S. officials, the Defense Intelligence Agency issued the assessment in recent weeks because Israel is making "a particular effort to surveil top U.S. officials to get information on the Trump administration's internal deliberations and decision-making" on Iran and Lebanon.

Yep, read that again.

America's "closest ally" is now rated a critical counterintelligence threat, the same tier as hostile foreign powers, because it's spying on the President's inner circle to find out whether he'll resume bombing Iran or sign the deal.

The details are stunning.

U.S. officials already use burner phones and avoid speaking in hotel rooms when visiting Israel.

A CSIS expert calls Israeli intelligence "hyper-aggressive" and "exceedingly interested in what we are up to."

Now stack the timeline.

Trump screams at Netanyahu, "you're f***ing crazy."

The Axios leak that enraged Levin.

Netanyahu's letter designing permanent military integration.

Section 224 linking the two countries' military systems and data.

And now the Pentagon formally designating Israel a critical espionage threat, in the same weeks Congress moves to wire Israel directly into America's defense industrial base.

The two stories are happening simultaneously and almost nobody has connected them.

The Pentagon says Israel is spying on America at a critical level.

Congress is responding by giving Israel deeper access to American military systems than ever before.

At what point does Washington admit this relationship is not what Americans were told it is?

Source: NBC

[Maui Jim @GridRunnr]

@elonmusk Piece of Cake