Foty

There are two great days in a person’s life—the day we are born and the day we discover why. - William Barclay

[Orwell Day @OrwellDay]

Flock camera employees caught using them to spy on little girls

[DeFlock @therealDeFlock]

The camera has been watching the neighborhood, so the neighborhood decided to return the favor.

Wonder how many people will go "I never even noticed they were there and now I see them everywhere!"

[Rob Ketterling @robketterling]

St Paul is not a serious city! Complete cowardice and partisanship by city attorney Irene Kao. This only promotes more lawlessness. Shame on you St Paul leadership, you adjudicated the case before it could even be presented.
Every Weeknd protestors use bull horns and taunt the church. The church played music to cover up the vulgarities being yelled at them and the city told the CHURCH to cease and desist or be cited for breaking the noise ordinance! Shameful!

[Foty @pfoty]

@jacobs_jake1509 @AlphaNews The governor of MN reportedly jogs by each Sunday to egg the protestors on. The guy is treacherous.

[George Wallace @MrGeorgeWallace]

In the end we were just his latest casino and whatnot.

[Liz Collin @lizcollin]

WATCH: “Don’t bring your children here,” says one of the protesters outside Cities Church in St. Paul this morning when she was asked why they show up every week with artificial phalluses in tow.

Submitted by a church member, as the protests have been ongoing since January.

[Coinstronauts @coinstronauts]

@TedPillows This interview had huge “kid giving a presentation on a book he did not read” energy.

[Rob Ketterling @robketterling]

Come on Minnesota! This is NOT us! I appeal to the decency of all Minnesotans, Do NOT let this happen. God help us.

[Meet Kevin @realMeetKevin]

🚨 WHITE HOUSE OFFICIAL: Trump is "bloodthirsty, like a mad dog", disagreeing that Hegseth or Marco Rubio are egging him on. "These guys sound like the doves compared to the Pressident," Trump is calling today, "Infrastructure Day."

per a White House official via Axios.

[Rob Ketterling @robketterling]

Pray for the Church in Nigeria. This is awful! To our government leaders, do all you can to stop this evil.

[Meet Kevin @realMeetKevin]

🚨 Senior Iranian official JUST told Reuters:
✅ There are no negotiations with the US.
✅ US wants Iran to surrender under pressure.
✅ US must be flexible to get flexibility from Iran.
✅ Saudi and other power plants will be struck if Iran's are.
✅ Allies will close Bab El-Mandeb Waterway if the situation "gets out of control."
✅ Iran will not bend to empty promises.
✅ Saudi Arabia will fall into complete darkness.

[Elon Musk @elonmusk]

The New York Times is utterly disgusting

[tradertvshawn @tradertvshawn]

Quick chat here on #MAG7 and their story...

If you are looking at your screens today wondering why the Nasdaq is chopping around or why your favorite big tech name is taking a breather, I need you to focus. There is only one story right now. That’s it. Just one.

The story... is CapEx.

Now that the dust has settled on Big Tech earnings, the roadmap for 2026 is crystal clear. The AI buildout isn't slowing down—it is accelerating. We are talking about $650 billion. Let me say that again—$650 billion—that is going to be deployed by Microsoft, Meta, Amazon, and Google this year alone.

This is the double-edged sword that is confusing the street right now. On one hand, that level of spending is rocket fuel for GDP. It’s infrastructure, it’s hardware, it’s energy. But on the other hand, for the companies writing the checks, it means Free Cash Flow is taking a hit. The algorithms see 'decreased FCF' and they sell.

So, who are the immediate winners? This is the easy part. It’s the arms dealers.

It is $NVDA, $AMD, $AVGO, and $TSM. As long as the four biggest companies in the world are locked in an arms race to build the most important tech infrastructure in history, the semiconductor ecosystem is going to print money. Period.

But here is where the market is getting it wrong.

The street is punishing the spenders, and frankly, it’s laughable. Look at Amazon. The stock gets taken to the woodshed because they announced a $200 billion CapEx plan? Give me a break.

Yes, it hits the bottom line in the short term. But did you listen to Jassy? He is guiding for 24% growth in AWS. That is a reacceleration! You are getting the opportunity to own the greatest cloud asset in the world right as it enters a new hyper-growth phase, and you’re worried about them buying GPUs? That capital expenditure is justified because the demand for foundation models is insatiable.

And don’t even get me started on Meta. Watching $META roundtrip on earnings was a comedy. You have a company posting 33% topline growth—massive numbers—and the stock sells off because Zuckerberg wants to win the future?

Here is the bottom line:

The 'Mag 7' are effectively on sale. This isn't 1999. This isn't 'reckless spending' on pets-dot-com. This is calculated infrastructure building for a technology that is being implemented across thousands of companies as we speak.

If you can look past the next quarter and see the end of the year, this setup is bullish. The spend is real, the growth is real, and the dip... is a gift.

Stay focused, trade smart."

[Xiaoan Liu @_seanliu]

it's open source now! give your clawdbot eyes! 🦞+😎
https://t.co/dHcjrpbvT4

[Evan @StockMKTNewz]

Gold Futures just broke above $5,500 for the FIRST TIME EVER

[Foty @pfoty]

Well this is not good.

[tradertvshawn @tradertvshawn]

wtf is going on? @federalreserve @realDonaldTrump

[Foty @pfoty]

@realMeetKevin Kevin, you are awesome and I am happy House Hack is doing well, but this really needs to happen. The institutional buying of residential homes is a nightmare for affordability.

[ARK Invest @ARKInvest]

In 2010, 10,000 bitcoin bought two pizzas.
In 2007, Netflix mailed DVDs.
In 1999, Amazon sold books AND lost money every quarter.

People didn’t miss these Big Ideas because they ignored them.
They missed them because they underestimated them.

They saw a product.
Not a platform.
A novelty.
Not a new market.

By the time the scale was clear…
The opportunity was already massive.

Before it becomes obvious…
Own What’s Next.

ARK’s Big Ideas 2026
Coming Soon

[I Love America News @ILA_NewsX]

@deniseramosm Justice.

[Polymarket @Polymarket]

BREAKING: Venezuelan Vice President, Delcy Rodriguez, has reportedly fled to Russia.