Model K

[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...

[Nick Sortor @nicksortor]

🚨 NOW: An Assistant US Attorney is now INSIDE the Los Angeles ballot processing center, as @USAttyEssayli announces MULTIPLE federal investigations into voter fraud in California

Expose it ALL and prosecute!

[Keith Fitz-Gerald @fitz_keith]

It seems like traders woke up this morning to a stronger than expected US jobs report which in their world immediately translated to higher yields because – you know – “the Fed” might raise rates.

Sigh.

SOSDD – same old story different day.

Traders borrow huge amounts of money to do what they do and dump it faster than a bad corndog at the county fair when rates rise (because it makes the cost of borrowing higher).

Smart investors know better - and yes, I presume that you’re one of ‘em because we’re here together! 💯

Time to go shopping using two of my favorite tactics… LowBall Orders and Selling Cash Secured Puts.

The markets are great at making you feel uncomfortable short-term, but the discomfort you feel will pale in comparison to the pain you’ll feel long-term if you’re not in ‘em.

[Sawyer Merritt @SawyerMerritt]

SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing.

"On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.

After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."

[Mario Nawfal @MarioNawfal]

SpaceX's insane talent retention secret: 15+ years with zero equity tricks and no fancy perks.

Just one pitch: help us make Star Trek real.

Elon said it himself in recent investor pitches. The mission is the retention strategy.

And honestly? When your competitors are selling ad clicks and the other guy is building a ship to Mars, the talent gap makes a lot more sense.

Source: @SpaceX, @elonmusk

[Shay Boloor @StockSavvyShay]

$SOFI users can now sign up for a chance to buy SpaceX IPO shares before the expected June 12 debut.

Active Investing users can submit non-binding interest now and confirm orders before listing with limited allocations not guaranteed.

[Wall Street Apes @WallStreetApes]

This is how Democrats stay in power in California

US Attorney Bill Essayli was kicked off the Elections Committee by Democrats for fighting for Voter ID

🚨 He exposed how the State’s website allows ANYONE to receive mail in ballots without a drivers license or social security. You simply check the box, ‘I don’t have one’ and are sent a ballot

“The Democrats in our legislature in Sacramento kicked me off my elections committee for fighting for you, the voters, and speaking up on voter id”

“I'm on the website for the State of California to register to vote on the section where you put in your driver's license, your last four of your social, there's a box underneath each one. It says, I don't have one. I don't have one. And then you're allowed to proceed to go to vote. What is the agenda here? Why do we let people register to vote and we don't verify their immigration status? We need to instill confidence in our elections”

Here’s how Democrats rig elections with those mail in ballots

California moved aggressively toward universal mail-in ballots. Key steps included:

- 2016-2018: Laws like the Voter’s Choice Act expanded vote-by-mail options.

- 2020+ Permanent universal mail-in ballots, every registered voter gets a ballot mailed automatically

Ballot harvesting third parties collecting and delivering ballots was also legalized and expanded

The finishing blow: In 2024 SB 1174 was signed. It locked in the statewide no-ID standard

And that right there is how you permanently rig elections forever

No one can ever beat this voter fraud

We need a federal audit of California elections

The punishment for election fraud should be equivalent to the punishment for treason, because that’s exactly what it is

[Mario Nawfal @MarioNawfal]

Neuralink is prepping to test its first Blindsight implant later this year.

A lot of people hear "vision restoration" and assume it's about fixing damaged eyes.

That's not the plan.

The plan is to send visual information directly to the visual cortex of the brain.

Even if the eyes are gone.
Even if the optic nerve is gone.

That's a very different and very interesting conversation.

@neuralink

[The Insider @insiderinvests]

Holy sh*t

A Revolut board member just joined $SoFi as Head of International

SoFi is going international

[Bradford Ferguson @bradsferguson]

Lemonade is now insuring my

Tesla Model X Plaid
Foundation Series Cybertruck, and Model Y Launch Edition
(these are not cheap cars!)

…all for $190 per month with the special 50% off miles driven with Tesla FSD.

[James Woods @RealJamesWoods]

Karen Bass, the destroyer of Los Angeles, has managed to unite all off my friends regardless of politics. We are all in agreement that she is the absolute worst. Yet half the city voted for more of her “needles, crime, and human shit”policies. Evidently there’s no fixing stupid.

[Ashok Elluswamy @aelluswamy]

Unsupervised Robotaxi now available in the greater Austin area.

[Gene Munster @munster_gene]

When discussing how @SpaceX will trade in the month after its IPO, the $1.77T valuation is less important.

The bigger number is the $75B primary raise (potentially $86B with overallotment), which should fuel an IPO pop given the very limited float.

Longer term, there should be little debate. SpaceX should be a core tech holding. Like him or not, Elon is a generational founder, and the company’s position as the leader in sovereign AI stands alone when it comes to durable long term growth potential.

[Yun-Ta Tsai @yunta_tsai]

My college degree recommendations for fresh high school graduates in the age of AI to be prepared for the next frontier:

- Applied Physics (math and physics)
- Applied Materials (physical agentic)
- Agriculture (food production in space)
- Aerospace (frontier transportation)
- Civil Engineering (infra + life support from Earth and beyond)
- Electronic Engineering (scaling compute and communications to the solar system)
- Manufacturing (where things get made)
- Mechanical Engineering (packaging, manufacturability, tolerances and cycling)
- Medicine (personal drugs in space)

[Cantonese Cat 🐱🐈 @cantonmeow]

FSD saved me from a car accident this morning from someone who ran a red light that I might very well have missed.

Thank you @elonmusk and $TSLA!

[Collin Rugg @CollinRugg]

NEW: $45 million worth of cocaine seized after an underground tunnel between Mexico and San Diego, CA was discovered under a Buy 4 Less store.

Investigators say they surveilled the store for months after noticing how little customer foot traffic it had.

Authorities found a nearly 2000-foot-long tunnel that was 55 feet deep and 4.5 feet high with electricity and ventilation.

2270 pounds of coke was seized from the store, and four people were arrested.

Gregorio Epifanio Hernandez Lopez, 29, Jose Jimenez, 32, Antonio Cortez, 18, and Brandon Escalante Sandoval, 26, were arrested.

They all face a maximum penalty of life in prison and a $10 million fine.

"They thought they saw the light at the end of the tunnel. In fact, what they saw were our lights and sirens," said U.S. Attorney Adam Gordon.

[Lex Fridman @lexfridman]

I got to spend all day today with Jensen in Taiwan: talking with thousands of engineers and eating street food at a night market. Jensen is received as a rockstar in Taiwan, like it's Beatles in the 60's. It's mind-blowing and fun to watch. But most importantly, through all the interactions and all my conversations with him, he remained the same humble, kind, thoughtful, funny guy he always was, even as a kid who went to these same night markets many years ago.

Btw, we tried a crazy amount of different street food. It's legit some of the most delicious food I've ever had. I can't wait to share video of it, including a ton of our conversations and hangout. When I can pause for a moment from all the travel to edit the video, I'll post it.

Can't wait to continue talking to Jensen and engineers at Computex this week, and exploring more of Taiwan, and of course roaming the night markets for some more delicious street food.

Days like these, even more than usual, I feel like the luckiest kid in the world.

Love you all! ❤️

[Nick shirley @nickshirleyy]

🚨 This is a prime example of fraud and waste inside California's homeless industrial complex

California bought this hotel for $8 million in 2020 and now wants $20 million to fix it. That is $625,000 per homeless person.

6 years later and NOTHING to show.

EXPOSE IT ALL.

[amit @amitisinvesting]

Google just opened up the floodgates for the Mag 7 to begin doing ATM offerings.

The Mag 7 used to buy back stock. Now they are dumping shares in the open market.

Why? AI infrastructure.

As long as the capex delivers an ROI, the market may reward it, but it looks like Google feels they have tapped the debt markets enough and now need to visit the equity markets.

They also got Berkshire to buy $10B at $350, showing that Berkshire is supporting the move.

This is incredible to witness...but my question is...will this give the other Mag 7 companies the freedom to do ATM offerings if the market is willing to let them?

This incredible to witness.

$GOOGL $META $AMZN $MSFT

[X Freeze @XFreeze]

Soon, Starlink will connect the entire planet through its direct-to-cell 5G network beamed from space

There will be no more dead zones

The next generation of Starlink satellites will deliver true 5G broadband straight to your phone.... turning Starlink into the biggest mobile carrier on Earth. Billions in cities, villages, and across the oceans will finally have reliable service

You can travel across multiple countries without switching carriers or dealing with roaming hassles. Global coverage becomes the default, not the exception

The world is about to get faster and more connected than ever before