Lucky Lindy

Life is pain your highness. anyone who says differently is selling something

[Lucky Lindy @sharkin312]

A great summary / list of guidelines for life

[Harrison Schenck @FractionalList]

20 life lessons every father must teach his son:

THREAD

[Larry Sanger @lsanger]

Tulsi Gabbard just released four PDFs that, she says, show that Fauci funded the very research that created COVID-19.

I fed Claude the four PDFs. 🧵 It uncovered some never-yet-revealed blockbusters.

(The following is all Claude—I am just quoting it.)

1. The IC Inspector General Filed a Classified Whistleblower Complaint Alleging Intelligence Contradicted Fauci's Testimony — and the DNI's Office Effectively Buried It.
DNI General Counsel Chris Fonzone emailed DNI Avril Haines on August 19, 2021, describing a whistleblower complaint alleging that classified intelligence reporting contradicted Fauci's sworn testimony to Congress that NIH never funded gain-of-function research at WIV. Rather than refer it to the HHS Inspector General for independent investigation, Fonzone recommended referring it to HHS Secretary Becerra — Fauci's own boss — noting that Becerra had told Haines it was "something they've considered" and that Fauci had a "point he's repeated." The draft letter was revised to route the complaint to Becerra instead of the HHS IG. This is a previously classified paper trail showing the Biden-era DNI's office treating a formal whistleblower complaint about potential perjury as essentially a bureaucratic matter to be absorbed by the accused's own department.

[Senator Ron Johnson @SenRonJohnson]

https://t.co/pPI52Hznwv

[DNI Tulsi Gabbard @DNIGabbard]

Today, I’m releasing never before seen intelligence revealing new evidence of past US government funding for more than 120 biolabs in over 30 countries, including Ukraine.

In support of President Trump‘s Executive Order to end federal funding of dangerous gain of function research around the world, and increase transparency and accountability, ODNI will continue working with partners across the Administration to identify where these labs are, what pathogens they contain, and what “research” is being conducted.

https://t.co/pLMD0krc69

[Science girl @sciencegirl]

A peer-reviewed paper in the journal Bioethics, titled “Beneficial Bloodsucking,” explores a philosophical thought experiment involving alpha-gal syndrome (AGS), a tick-borne condition that can cause a severe allergy to red meat.

AGS is a real illness associated with bites from the lone star tick and can lead to serious allergic reactions to mammalian meat.

The authors use AGS as a case study to explore ethical questions about meat consumption and consider whether, under certain assumptions, it could be viewed as a form of “moral bioenhancement” if it leads people to stop eating meat.

They develop a hypothetical argument based on three ethical frameworks:

1. Consequentialism: reducing meat consumption may reduce harm from animal suffering and environmental impact

2 Rights-based ethics: they explore, in a controversial philosophical analogy, whether interventions like this could be viewed in relation to how public health measures such as vaccination are justified

3Virtue ethics: they suggest that avoiding meat could be interpreted as encouraging morally virtuous behaviour

Importantly, the paper is a theoretical exercise in bioethics, not a real-world proposal. It does not advocate engineering ticks or spreading disease, and there is no technology capable of doing so.

The authors also outline a “convergence argument,” suggesting that if an action improves outcomes, respects rights, and promotes virtue, it could be considered morally obligatory within that hypothetical framework.

The paper has also attracted criticism from other ethicists, who argue that deliberately causing illness would violate bodily autonomy, may not reduce animal suffering in practice, and raises serious public health concerns due to the potentially severe effects of AGS.

[BankofVol Grift¹⁰⁰⁰🤖🤖¹⁰⁰⁰⁰⁰⁰ @BankofVol]

NVIDIA's Vera Rubin NVL72 is a ~$500B buildout. 🧵

Each rack: 72 Rubin GPUs, 36 Vera CPUs, up to 220kW, ~$5–8M a unit.

But NVDA captures only a slice of the value. The rest flows to a supply chain most people can't name.

Here's every company deploying VR NVL72 — and who's public. 👇

[Las Vegas Locally 🌴 @LasVegasLocally]

"Solomon's federal charges came after authorities found multiple firearms at his residence during a search on Jan. 31, 2026..." https://t.co/0sg9zHDou2

[QE Infinity @StealthQE4]

This is awesome.

PTJ is a legend. Beware of all of these IPO’s that are coming.

Exit liquidity.

Unprecedented times

[The Kobeissi Letter @KobeissiLetter]

While April CPI inflation rose to 3.8%, inflation is much higher in many basic necessities:

1. Energy Commodity Inflation: +29.2%
2. Gasoline Inflation: +28.4%
3. Airfare Inflation: +20.7%
4. Energy Inflation: +17.9%
5. Electricity Inflation: +6.1%
6. Fruits and Vegetables Inflation: +6.1%
7. Hospital Services Inflation: +5.5%
8. Motor Vehicle Repair Inflation: +5.1%
9. Apparel Inflation: +4.2%

This has driven cumulative inflation since 2020 to +29%, meaning goods that cost $100 in 2020 now cost $129 today.

Inflation remains a major issue for Americans.

[BankofVol Grift¹⁰⁰⁰🤖🤖¹⁰⁰⁰⁰⁰⁰ @BankofVol]

The quantum software war just went public.

Horizon Quantum ($HQ) just posted its first earnings since its March SPAC listing.

The numbers are ugly. The thesis is not.

Here's what it means for $IONQ 🧵

→ $HQ Q1 2026:
- Operating loss: $6.5M (up from $4.7M YoY)
- Net loss: $3.6M (improved from $4.8M)
- Stock: -4.4% on the day vs Nasdaq +1.5%
- $120M raised at IPO. Burning it building the stack.

The market hated the print.
The CEO's message was the actual signal.

→ What $HQ is actually building:
- A quantum compiler that takes classical code and auto-converts it into efficient quantum algorithms
- The "connective tissue" between classical and quantum in hybrid architectures
- Position: the only pure-play public quantum SOFTWARE company

Jensen Huang has been pushing this hybrid classical-quantum model as the practical path forward.
$HQ is betting its existence on being that layer.

→ Why the timing matters:
- Google's error correction breakthrough (late 2024) changed the calculus
- 3 quantum companies went public in 2026 via SPAC: Infleqtion, $HQ, Xanadu
- Barclays just released a 70-page quantum primer: "next 5 years pivotal from an investment perspective"
- Government sovereign priorities now include quantum

The window is opening.
The question is who captures which layer.

→ The $IONQ implication:

$HQ is not competing with $IONQ.
It is defining $IONQ's threat AND opportunity simultaneously.

$IONQ is a hardware + some software play.
$HQ is pure software infrastructure.

If $HQ's thesis is right — that software becomes the bottleneck and the value layer as hardware matures — then $IONQ faces a structural choice:

1. Build its own software stack and compete with $HQ
2. Partner with or acquire $HQ and control the full stack
3. Remain a hardware provider and become a commodity

The CEO of $HQ said it explicitly: "I don't know which hardware approach is going to win."

That is the most important sentence in quantum computing right now.

It means the software layer is hardware-agnostic by design.
Whichever platform wins on qubits, $HQ wants to sit on top of all of them.

$IONQ's moat is trapped photonic ion trap hardware excellence.
If the market decides hardware is a commodity and software is the prize, $IONQ's multiple compresses.
If $IONQ moves to own the software layer before $HQ scales, $IONQ's multiple expands.

→ This story has two historical templates:

Template 1 — Classical computing:
$NVDA builds the best chips.
OpenAI, Anthropic, and every hyperscaler runs on top of them.
The software and application layer captures the majority of the value.
$NVDA is worth $3T but the AI providers collectively are worth more.
Hardware won. Software won more.

Template 2 — The older warning:
Intel built the best chips for 30 years.
Microsoft built the OS that ran on all of them.
You know who won that one.

In quantum, $HQ is positioning as the OS.
$IONQ is positioning as the chip.
Both templates end the same way:
the abstraction layer above the hardware captures disproportionate value.

→ Bottom line:

$HQ is loss-making, sub-$500M market cap, SPAC-listed.
It is the most strategically important quantum company you're not watching.

The quantum stack is being claimed layer by layer.
$IONQ still has time to act.
The window $HQ's CEO called "just right" is the same window $IONQ is playing in.

The question is whether $IONQ stays a qubit company
or becomes a quantum platform.

In tech, platforms always win.

Not financial advice.

[PaxTrader777🇺🇸 @paxtrader777]

Read this to your kids today-

Winnie the Pooh by A.A Milne

Written by A A Milne

“If you live to be a hundred, I want to live to be a hundred minus one day so I never have to live without you.”
Piglet sidled up to Pooh from behind. “Pooh?” he whispered. “Yes, Piglet?”
“Nothing,” said Piglet, taking Pooh’s hand. “I just wanted to be sure of you.”
“We’ll be Friends Forever, won’t we, Pooh?” asked Piglet.
“Even longer,” Pooh answered. “If ever there is tomorrow when we’re not together… there is something you must always remember. You are braver than you believe, stronger than you seem, and smarter than you think. But the most important thing is, even if we’re apart… I’ll always be with you.”

[Khairallah AL-Awady @eng_khairallah1]

🚨 Anthropic's own team just showed how to actually prompt Claude.

24 minutes. free. from the people who built it.

watch the workshop. bookmark it.

worth more than every $300 course you almost bought.

you've been using Claude without knowing 40 of its prompts.

Then read the guide below.

[redpillbot @redpillb0t]

Jamie Dimon, CEO of JPMorgan Chase, says that US Government raising taxes doesn’t do anything to help the average American

He says raising taxes does nothing because Congress just launders the money to their friends, special interest groups and “17,000 lobbying groups”

“I don't know anyone, and you guys in the room, you might be Democrats, Republicans who thinks that sending another trillion dollars to Washington D.C will actually improve anything. So when you say raise taxes, if you said raise taxes and directly give it to the people who need it, do it. That does not happen. It goes to all these interest groups, and they give it to their friends and all that.”

“Which is why the people are considered a swamp. It's kind of a swamp, the 17,000 lobbying groups. But bank companies are guilty too. They're just fighting for their one self-interest as opposed to what's good for my country”.

[Javon Price 🇺🇸 @JavonPrice]

So if you take this story and view it alongside the incredible exposé from @DataRepublican — and the grand scheme starts to become a lot clearer. The Deep State isn’t some theory — it’s a coordinated network of institutions captured by the Left to protect Democrat power.

From the Pentagon to the Southern Poverty Law Center, the Left has infiltrated almost every influential institution in society and attempted to twist it to benefit Democrats. The moment President Trump stepped onto the scene and started draining the swamp, they went into panic mode. That’s why they attack him and his administration with such deranged zeal—because he’s exposing their game and effectively diminishing their grip on society.

In case we’re keeping score, over the past decade, Democrats and their allies have:

✅ Orchestrated the entire Russia collusion hoax — fake Steele dossier funded by Clinton, pushed by the FBI with zero predicate.

✅ Suppressed the real Hunter Biden laptop as “Russian disinformation” right before the 2020 election.

✅ Coerced Big Tech into mass censorship of conservatives, COVID truths, and the laptop during the Biden years.

✅ Secretly funneled millions to actual Neo-Nazi and KKK leaders while claiming to fight “hate.”

✅ Gaslit the country about a manufactured “extremism” crisis they helped bankroll.

✅ Abused FISA warrants to spy on the Trump campaign (Carter Page).

✅ Deployed 51 intel officials to lie about the laptop being “Russian disinformation.”

✅ Covered up the COVID lab-leak origin to protect their China narrative.

✅ Launched coordinated lawfare and endless impeachments to destroy President Trump, his family, and his allies.

✅ Smeared Trump nominees like Pete Hegseth with anonymous hit jobs and old allegations the second they were tapped.

✅ Infiltrated every major department — especially the Department of War — with disloyal officials like Gen. Mark Milley, who secretly conspired with his Chinese counterpart behind Trump’s back to undermine the Commander-in-Chief

[Techno Fog @Techno_Fog]

The Southern Poverty Law Center has been indicted. 11 counts of wire fraud and false statements.

SPLC funneled over $3 million to persons in extremist groups - including the KKK and American Nazi Party.

The extremists the SPLC investigated were on the SPLC payroll.

[Mario Nawfal @MarioNawfal]

🇺🇸 This isn't an aircraft carrier. It's something more dangerous...

The USS Wasp-class amphibious assault ship carries F-35B jets, attack helicopters, 33 amphibious assault vehicles, M1 Abrams tanks, and 1,900 Marines, all on a single hull.

Aircraft carriers project air power. This ship delivers an invasion.

Hovercraft launch from a floodable well deck at the stern, ferrying tanks and troops directly onto beaches.

Elevators connect the hangar to the flight deck.

Everything moves on a coordinated sequence designed for one purpose: taking and holding ground.

Source: AiTelly

[Shadow of Ezra @ShadowofEzra]

AIPAC releases a new ad bragging to America that it owns top leadership in the Democratic Party and that it will be the true winner in the midterm elections, regardless of the results.

AIPAC brags that it is the top fundraiser for members of the Congressional Black Caucus, Hispanic Caucus, Asian Pacific American Caucus, Progressive Caucus, and Equality Caucus.

“AIPAC is the top fundraiser for Democrats.”

[Build Alpha @buildalpha]

Engineering legend Genichi Taguchi's methods were adopted by NASA, Ford Motor Company, 3M and many others.

He aimed to minimize product variability even under adverse conditions - similar to robust trading system development.

See metrics and workflows to discover more robust systems.

[BankofVol Grift¹⁰⁰⁰🤖🤖¹⁰⁰⁰⁰⁰⁰ @BankofVol]

EXECUTIVE SUMMARY: SKM vs. VCX — The Smarter Backdoor into Anthropic
For investors seeking public-market exposure to Anthropic, SK Telecom (NYSE: SKM) is structurally superior to the Fundrise Innovation Fund (VCX) in every dimension that matters: price paid per dollar of Anthropic exposure, downside protection, and yield while you wait.
VCX is a direct private tech fund trading at a grotesque premium to NAV. SKM is a misunderstood value stock with a massive, underappreciated AI catalyst sitting on its balance sheet.

1. The Exposure Math — You’re Paying What?
— VCX: A ~1,500% markup on Anthropic. VCX trades near $260 against a stated NAV of $18.97. That disconnect means for every $100 deployed, approximately $1.50 in capital reaches Anthropic. The rest is pure hype premium — you’re paying for the privilege of access, not the asset itself.
— SKM: Anthropic at a discount. SK Telecom invested $100M into Anthropic in 2023. Post subsequent funding rounds, that stake is estimated at ~$2 billion. Against SKM’s ~$11.7B market cap, Anthropic represents roughly 15–17% of the entire company — embedded inside a stock the market still prices as a boring telecom.

2. Downside Asymmetry — One Has a Floor, One Doesn’t
— SKM has hard downside protection. Strip out the Anthropic stake and you still own South Korea’s dominant telecom operator: consistent cash flows, a 3–4% dividend yield, and a reasonable core valuation. If AI sentiment reverses, the stock doesn’t collapse — the business carries it.
— VCX has no floor. The share price is entirely a function of retail demand for a closed-end vehicle. If that demand normalizes — or if investors simply discover what NAV means — a reversion from $260 toward $18.97 NAV is a 90%+ drawdown. Anthropic can perform perfectly and VCX investors still get destroyed.

3. Bottom Line
VCX charges a massive hype tax just to hand you diluted Anthropic exposure with no safety net beneath it.
SKM gives you 15–17% Anthropic exposure as a percentage of market cap, embedded inside a cash-flowing, dividend-paying business — effectively for free relative to what the market is pricing in.
That is the definition of a mispriced catalyst. The market hasn’t connected the dots yet. That’s the opportunity.

[heretical lakeloon @loonlake55]

Let me get this straight. There's SNAP fraud, EBT fraud, Medicaid and Medicare fraud, home healthcare fraud, daycare fraud, medical transportation fraud, and hospice fraud, but definitely, absolutely no election fraud?

[Techno Fog @Techno_Fog]

On Robert Mueller:

The FBI framed 4 men for murder in the 60s

When the cover-up was discovered, Director Mueller was asked for the FBI position on their convictions

Mueller's FBI lied about the evidence, denied the mens' innocence & only conceded they could have a new trial