Montez

From Blenheim ON Canada but love traveling to Indonesia (Bali, Jakarta, Lombok and Gili Air)

[Tulsi Soni @shedntcare_]

1. Claude (solve any problem)
2. Perplexity (research anything)
3. Portfoliotab (create your portfolio)
4. Klingai (create AI videos)
5. Tripo AI (create 3D models)
6. Gemini (perfect writing)
7. Capcut (edit videos)
8. TheAILibrary (helpful tools)
9. Youlearn (summarize YouTube)
10. Canva (design graphics)
11. ElevenLabs (clone voices)
12. Podcastle (edit podcasts)

13. ✅ Save this list, it might be incredibly useful.

[Masu Zafi 🔥🔥 @masuzafi]

🔥📢 This clip is will blow your mind.
Daniella Weiss, the “godmother” of the Israeli settler movement physically shoves Louis Theroux during their interview.
He doesn’t shove back.
She smirks and says:
“I hoped you’d push me back.”

From his BBC documentary The Settlers (2025).
She was demonstrating how they “operate.”
This single moment explains the entire mindset better than any speech. 😰😥

[Sunil Gurjar, CFTe @sunilgurjar01]

Never Miss this 4 minute Masterclass how to research stocks.

Bookmark it
See it when you are free and fresh.

[Bill Brooklyn @BillBrooklyn10]

I’m 60 years old and retired from JPMorgan. My monthly income is $105,000.
My June advice 23th:
$SNDK (SanDisk) — Don’t buy
$AVGO (Broadcom) — Don’t buy
$CRWV (CoreWeave) — Don’t buy
$SPCX (SpaceX) — Buy at $148–$155
$HOOD (Robinhood) — Buy at $90–97
$MSFT (Microsoft) — Buy at $360–$366
$MU (Micron Technologys) — Buy at $1,060–$1,080
People ask, Why don’t you charge?
I’ve made enough. Sharing is my passion ,that’s why I post for fre.

[Atlas @crptAtlas]

Stanley Druckenmiller walked into George Soros's office ready to make the most aggressive bet of his life

His plan was to sell $5.5 billion of British pounds, buy deutsche marks and put 100% of the fund into that single trade

He laid out the whole thesis, certain Soros would think he had lost his mind

Soros started wincing

Druckenmiller figured he was about to get his idea torn apart

Then Soros said this:

"That is the most ridiculous use of money management I've ever heard. What you describe is an incredible one-way bet. We should have 200% of our net worth in this trade, not 100%. Do you know how often something like this comes around? Like once every 20 years. What is wrong with you?"

The part most people get backwards is right here

Finding the right bet is only half the job

When a true one-way bet finally shows up, the real mistake is betting too small

These setups are rare, so when the odds are massively in your favor you press, you don't tiptoe

That is the whole game on Polymarket

Spot the bet the crowd has priced wrong, then size it like you actually believe it

I broke the full framework down in the article below

[Dipanshu Kushwaha @Dipanshu_AI]

INSTEAD OF WATCHING NETFLIX TONIGHT.

Spend 1 hour with this.

Claude AI FULL COURSE that teaches you how to BUILD and AUTOMATE anything.

The people who watch this tonight will wake up tomorrow with a new skill.

Watch it and Bookmark it now

[Vikas gupta @vicky_grok]

🚨 Anthropic just showed a 27-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now.

[Dipanshu Kushwaha @Dipanshu_AI]

This Anthropic lecture on Claude for Finance is the closest thing to a real quant research desk you'll find online.

1 hour. Massive value.

Bookmark it.

[Milk Road AI @MilkRoadAI]

Jim Chanos just made one of the most contrarian calls in the AI infrastructure trade right now (Save this).

His argument is simple, the bull case for alternative energy stocks is built on a constraint that is temporary and when it resolves, the valuations collapse.

Chanos's core claim is that the United States does not actually have a power shortage but rather has a permitting bottleneck and a turbine delivery backlog.

His view is that if AI demand is as large as everyone says it is, those barriers will be cleared within two to three years because the economic pressure to resolve them will be overwhelming.

The valuation math is what makes this compelling.

Power costs represent only 5 to 7% of a data center's total revenues.

Companies trading at 50, 60, or 70 times earnings and 30 to 40 times EBITDA to potentially supply a fraction of that cost line are priced as if they have won a permanent, irreplaceable monopoly on AI power.

That is the bet Chanos thinks is wrong and it is hard to argue with the logic and the data partially supports his concern.

Close to half of all planned U.S. data center builds in 2026 are projected to be delayed or canceled because the grid cannot deliver power fast enough.

Eleven gigawatts of announced data center capacity is sitting frozen in 2026 with no construction underway, purely due to grid access limitations.

That sounds like it validates the bull case for energy stocks but Chanos's rebuttal is that this is a bottleneck story, not a shortage story.

A structural shortage means elevated prices for a decade, but a bottleneck means prices spike temporarily, smart capital floods in to fix the choke point, and valuations built on that scarcity eventually mean-revert.

FERC has already voted unanimously to order grid operators to accelerate data center connections and the regulatory machine is beginning to move in exactly the direction Chanos predicted.

Here is where the bear case gets complicated.

Bloomberg NEF forecasts more than 106 gigawatts of new data center demand by 2035 and natural gas is the only fuel that can deliver round the-clock baseload power at the speed AI infrastructure requires.

Small modular reactor technology is still years from commercial scale, and geothermal remains a niche contributor limited to favorable geographies.

The companies trading at 60–70x earnings are not providing guaranteed power at scale but rather are providing optionality on technologies that may or may not arrive when the market needs them.

Chanos is likely right on the valuation argument for the most speculative names.

Companies at 50x+ earnings supplying a single-digit cost line to a data center are priced for perfection in a market that rarely delivers it.

Whether that trade works in 2026, 2027, or 2028 is the harder question and the bottleneck is proving more stubborn than even the bears expected.

Milk Road is tracking the power story in full, the bottlenecks, the valuations, and the companies we think are genuinely positioned versus the ones just riding the narrative.

Come join Milk Road Pro and get our analysis every day for just a dollar, link below.

[Masu Zafi 🔥🔥 @masuzafi]

🔥 MUST-WATCH DEBATE CLIP 📢📢
Mehdi Hasan just SHUT DOWN a former US Pentagon official on live TV, exposing the Iran war lies with pure historical receipts the guy had zero comeback for.
He laid out:
• The 1953 CIA/MI6 coup that overthrew Iran’s democratically elected Prime Minister
• US backing of Saddam’s invasion of Iran + chemical weapons attacks
• The 1988 US Navy shootdown of an Iranian passenger airliner (290 civilians killed)
• Israel’s actions in southern Lebanon and the glaring double standards

This is how you dismantle propaganda in real time.
Watch the full clip here:

[Harsh Goenka @hvgoenka]

How politics work around the world…… it’s a little long but worth hearing and understanding

[Montez @rrigby]

Idiocracy Marches On…don’t go full idiocracy 🤪

[Montez @rrigby]

Crypto

[Montez @rrigby]

Tel Aviv