Biology

Die Sachlichkeit ist uns in diesen Tagen verloren gegangen. Durch Bots die Öl ins Feuer gießen. Und leider durch Algorithmen die das nicht unterbinden.

[Biology @oneplanet_2020]

So einfach 😕

[Paul Massaro, PhD @apmassaro3]

A useful diagram for those who still don't get it

[Aviva Klompas @AvivaKlompas]

Bullshit @piersmorgan.

If this were really about Netanyahu, the outrage would be directed at Netanyahu and his government.

The protests would be outside Israeli embassies and consulates, not Hillels, Chabads, synagogues, Jewish schools, and Jewish-owned businesses.

Jewish students in New York, London, and Sydney wouldn’t be harassed and attacked.

Israelis wouldn’t be turned away from hotels or restaurants in Europe simply because they’re Israeli.

Here’s what’s actually happening: the media ignores the blatant war crimes committed by Hamas, Hezbollah, and Iran, and instead treats them as props in a good-versus-evil story where Israel is disproportionately demonized.

Criticize Netanyahu all you want, but don’t pretend the hatred directed at Jews around the world is legitimate.

[X.comSucks @Bob_369000]

@Starlin53003101 @nexta_tv

[Mor Edge Insight @MorEdge_Insight]

I can help with that. How far back shall we go?

The grand mufti Amin Al Husseini, in 1918, didn’t want Jews to return to their own land because he was an Arab nationalist who hated Jews and wanted a return to the caliphate of Greater Syria, even though King Faisal did want them to. So Al Husseini formed militias long before any Jewish militias were formed, and instigated pogroms and massacres against the Jews. This went on for 15 years before the Jews even hit back.

Then in 1936 he instigated an Arab uprising against the Jews and the British, killing many. The British defeated the Arabs but then WW2 started so to calm the situation the British prevented more Jewish migration to the land which resulted in about a million Jews being trapped in Europe and murdered by the Nazis.

Amin Al Husseini fled to Iraq then Italy and then Germany where he was the guest of Hitler and together formed an alliance to exterminate all the Jew in Europe and the Middle East. He even formed entire Nazi units made up of Muslims.

That led the Jews to form Irgun and hit back at the Arabs. This went back and forth for a decade until the UN partition plan of 1947 which the Jews accepted and again the Arabs rejected. The Arabs the started a civil war with the Jews in November 1947, and in April 1948, after the Arabs were close to winning, the Jews had a breakthrough and killed the Arab general. A month later after the Arab armies instructed the Arabs on the land to leave so that they could wipe out all the Jews, Israel declared independence, and the armies of 5 Arab countries declared war. The Arabs lost, Israel won emphatically, and the Arabs who fled were denied the right to return.

The Arabs being humiliated by being defeated by a tiny group of Jews cried and cried and cried. This is the Nakba. The Arab humiliation. But Gaza was under Egyptian rule and Samaria and Judea under Jordanian rule. And they still never gave the Arabs a state of their own. Because the Arabs were all Egyptian and Jordanian anyway.

In 67, the Arabs waged war again and were defeated in just 6 days and we liberated Jerusalem for the first time in 1900 years. Then Arafat (nephew of al Husseini) and the KGB manufactured the Palestinian people who didn’t exist before then. He then tried a coup against the Jordanian king and lost and got kicked out of Jordan too. Then they did it to Lebanon as well. Then in 73 the Arabs waged war against israel, again, and lost, again.

And the same cycle has continued ever since.

Moral of the story:

It’s Jewish land. Always has been. Always will be.

Muslim Arabs start wars. Muslim Arabs lose wars. Muslim Arabs cry. And in 2026, we still have Muslim Arabs starting wars and losing wars and crying.

The end✌🏼

[Olena Rohoza @OlenaRohoza]

“AND YOU STILL DARE TO OPEN YOUR MOUTH…”

Sasha Legerman: This is too accurate not to share.

This Australian’s response to Trump’s rant that “NATO does nothing for America” is absolutely devastating:

“Mate. You run a country where 600,000 homeless people will sleep on the streets tonight.

A country where 40% of adults can’t cover a $400 emergency without borrowing money.

A country where insulin costs more than a car payment, and people ration it just to stay alive.

A country where medical debt is the number one cause of bankruptcy.

A country where women die in hospital parking lots because doctors are too afraid of abortion laws to treat miscarriages.

You imprison more of your own citizens than any country on Earth.
More than China. More than Russia. More than North Korea.

In the land of the free, 2 million people sit in cages, and a quarter of them haven’t even been convicted of anything.
They’re simply too poor to afford bail.

Your life expectancy is declining. You’re the only developed nation where that’s happening.

Your infant mortality rate is worse than Cuba’s.

Your children practice active shooter drills between math and English classes while you sell defense stocks to your friends.

Your minimum wage hasn’t changed in 15 years.

Your teachers work two jobs, your veterans sleep under bridges, and you just spent a trillion dollars flattening a country that never attacked you.

And now a convicted criminal — found liable for sexual abuse, defending a pedophile, sleeping with a porn star, and running the biggest dumpster-fire campaign since the Taliban — is thanking you for yet another disaster.

And you call Greenland badly governed?

Greenland has universal healthcare. Free education. One of the lowest incarceration rates in the world.
Nobody there goes bankrupt because they got sick. Nobody dies in a waiting room because insurance refused treatment.

‘NATO wasn’t there when we needed them.’

When exactly was that, champ?
September 11?

Because NATO invoked Article 5 for the first and only time in history FOR YOU.

Soldiers from dozens of countries deployed, fought, bled, and died in Afghanistan FOR YOU.

Australia wasn’t even in NATO, and we still showed up. For twenty years.

And then you left at 2 a.m. without telling anyone and left everybody else to clean up the mess.

You don’t care that a great nation is being terrorized by your friend, and you haven’t shown it a single ounce of sympathy.

So maybe before calling other countries badly governed, take a look at your own backyard, you aluminum siding salesman with a spray tan.

The only thing badly managed in this picture is your damn mouth.

And you still dare to lecture the rest of the world?”

[Marika Mikiashvili Backup @Backup_Marika_M]

Hi everyone! It’s Marika. 🇬🇪🇺🇦🇪🇺

My account got scammed and taken.

Please follow me here in the meantime and please let me know how to proceed to reclaim it. I have no access to it at the moment in any way...

Please share this post so that more people follow me here 🙏🏻

[Biology @oneplanet_2020]

@bravohorn1 @igorsushko Vodka 🤔

[Biology @oneplanet_2020]

@dysprosium77 @SchonungslosYT bei Thermodynamik und Klimawandel schließt sich der Thermo-Klimakreis

[U. @U71pb]

@SchonungslosYT Eine „sichere wissenschaftliche Erkenntnis“ ist eine Aussage, die auf reproduzierbaren empirischen Beobachtungen, methodisch kontrollierter Überprüfung, unabhängiger Bestätigung und langfristiger Widerstandsfähigkeit gegenüber Falsifikationsversuchen beruht.

Gern geschehen.

[Biology @oneplanet_2020]

@kohortenmische Beschwerden?

[George Noble @gnoble79]

Last night was the biggest disaster in the history of Tesla.

Let me walk you through what actually happened on that earnings call, because the headlines are doing you a disservice:

Elon Musk got on the call and admitted (his words) that Hardware 3 "simply does not have the capability to achieve unsupervised FSD."

He said he wished it were otherwise. He said the memory bandwidth is one-eighth of what Hardware 4 has. And that's the end of the conversation.

Approximately 4 million Tesla vehicles on the road right now have Hardware 3. Many of those owners paid $8,000 to $15,000 for Full Self-Driving capability based on Musk's repeated promises (going back to 2016) that the hardware was sufficient for full autonomy. As recently as 2022, Musk was publicly assuring owners that HW3 had the processing power to get it done.

BUT IT DIDN'T

Those promises are now officially broken.

The solution is a "discounted trade-in" toward a new car with Hardware 4.

Not a refund or a free upgrade...
A discount on buying ANOTHER Tesla.

Investor Ross Gerber said it too - all HW3 owners got screwed, and with roughly 285,000 FSD purchasers affected, the potential liability runs into the BILLIONS.

But that's not even the worst part.

Musk was asked if the current FSD v14.3 was ready for unsupervised deployment. He said yes. Then immediately walked it back and admitted Tesla has "major architectural improvements" in the pipeline that would significantly improve safety.

What he really means: the software isn't SAFE ENOUGH to deploy without a human watching. Full unsupervised FSD for consumer cars is pushed to Q4 2026. At the earliest... Maybe.

How many times has this deadline been pushed? I've lost count. And trust me, I've seen a lot of broken promises. But this one takes the cake.

Now let's talk about the numbers everyone is celebrating:

Tesla reported $22.4 billion in revenue and $0.41 in non-GAAP earnings. A "double beat." The stock popped 4% after hours. Victory, right?

WRONG

Dig into the actual filing:

The number one driver of operating income improvement wasn't cost reductions, wasn't volume growth, wasn't FSD revenue. It was - and Tesla listed this FIRST in their own shareholder letter - "one-time benefits related to warranty and tariffs."

They released warranty reserves. They booked tariff refund windfalls. They stretched supplier payments by 10 days. They took on billions in new debt. Then they presented everything through non-GAAP metrics that strip out over $1 billion in stock-based compensation.

GAAP net income was $477 million on $22.4 billion in revenue. That's a 2.1% net margin. On a $1.4 trillion market cap.

Let me put that in perspective:

3.75 billion shares outstanding. Annualize the Q1 GAAP profit and you get roughly $1.9 billion. That's a trailing P/E ratio north of 700. Use the adjusted number - strip out stock comp, which is a REAL cost to shareholders through dilution - and you're still at around 250x earnings.

All of this is extremely bad, but I didn't even talk about the CAPEX BOMB yet...

3 months ago, Tesla guided to "over $20 billion" in 2026 capital expenditure. Last night they raised it to over $25 billion. A $5 billion increase in a single quarter. That's 3x their historical annual capex run rate - $8.5 billion in 2025, $11.3 billion in 2024. The CFO confirmed on the call that Tesla expects NEGATIVE free cash flow for the rest of the year.

So you have a company generating roughly $6 billion in annual free cash flow on a good year, and they're about to spend $25 billion.

The math doesn't work.

They will almost certainly need to issue equity. Which means dilution. Which means the $1.9 billion in annual earnings gets spread across even MORE shares.

The core auto business is literally deteriorating in real time:

Tesla delivered 358,000 vehicles in Q1 (missed estimates again).

They produced 408,000. That's 50,000 cars sitting on lots that nobody bought.

Inventory days jumped from 10 to 27 in just a few quarters. California (their most important US market) saw registrations crash 24% year over year.

Their market share in the state fell from 9.2% to 7.7%. That's on top of a Q1 2025 that was ALREADY weak from Model Y retooling. They're declining off a decline.

And here's what really kills the bull case...

The entire valuation rests on robotaxis, Optimus robots, and autonomy. So let's put numbers on it:

Waymo - the actual leader in autonomous driving with 15 million completed rides in 2025 alone, over 127 million autonomous miles driven, operating commercially across 6 US cities with plans to expand to 20 more - just raised $16 billion at a $126 billion valuation.

That's the market's verdict on what the LEADING robotaxi company is worth. $126 billion.

And Waymo is YEARS ahead of Tesla in actual deployment.

Tesla has 3.75 billion shares outstanding. So even if you assign $126 billion in robotaxi value (giving Tesla full credit for matching Waymo despite being nowhere close) that's $33 a share. Add the auto business at generous auto-industry multiples, maybe $20 a share. Throw in energy storage and services, $10-15.

Sum of the parts gets you to roughly $65-70 a share if you're feeling generous. Maybe $50 if you're not.

The stock is $387.

So what exactly are you paying for?

You're paying for a STORY. You're paying for PROMISES that keep getting pushed back, technology that keeps falling short, and a business plan that requires spending $25 billion a year while the core product sells fewer units at declining margins in a market where California sales just fell 24% and the federal EV tax credit is gone.

I managed the number one mutual fund in America. I founded two billion-dollar hedge funds. I've been doing this since 1981.

And I am telling you:

Tesla at $387 is one of the most egregious mispricings I have seen in my entire career.

THE CRASH WILL BE EPIC

[Nini Bela @NiniBela1]

Light years

Acryl auf Malkarton
20x20 cm

https://t.co/c9J9kxfR0W

[Tobias Lange  @lange_tobias_hh]

Alte machtgeile konservative frauenfeindliche Hardliner-Männer sind das Problem, überall auf der Welt!

[Dirk Paessler @dpaessler]

It's 𝗢𝗰𝗲𝗮𝗻 𝗣𝗵𝗼𝘁𝗼 𝗙𝗿𝗶𝗱𝗮𝘆 where I invite you to a 15 second ocean meditation with one of my photos or videos.

Let's protect the beauty and abundance of our oceans!

[Biology @oneplanet_2020]

@ebenezer_annani @__Injaneb96 AI

[Biology @oneplanet_2020]

@florianww Deal 👍 und wer weiter Gas gibt beschwert sich nicht über die Preise 😃.

[Brendan Gutenschwager @BGOnTheScene]

“No Kings” protesters assembled to form a message reading “TRUMP MUST GO NOW!” at Ocean Beach in San Francisco, California today

[Biology @oneplanet_2020]

@WasetHeqa @doktordementi und die Väter?

[Storch_i @Storch_i]

Wer dieses Video, in dem @Markus_Soeder erläutert, wieso der #Atomausstieg richtig war & wie er ihn entschlossen umgesetzt hat, anschaut, liked oder kommentiert, beteiligt sich aktiv an der nächsten Grünen Schmutzkampagne!!!

[Biology @oneplanet_2020]

@jnsrddrs @miriam_vollmer @RAin_Meusel und Du? ☕️🚻
es wäre schön wenn das gegenseitige Pieksen 🚙🚘 aufhört. ist kindisch