aqua boogie baby

Let's go to the beach

[aqua boogie baby @thrustforward]

I’m grateful for where we are today otherwise we could be doing something like this again somewhere on the planet….. hanging … if you know you know….. volume
https://t.co/50SKyKxyWF

[Seth Keshel @RealSKeshel]

Pratt can’t be allowed to advance to November by the California Dem machine. Here’s why:

His marketing style, given five more months to compete in a two-person race, will capture the attention of too many. He’s not likely to win a two-person general election, but something over 40% would be highly damaging to the influence the demons need to hold over the electorate.

The ballot harvesting would cost Pratt the race in November, but the more success he has then requires the system to work even harder, with more exposure with each passing day. When someone has an awakening in the modern era, they don’t go back to sleep.

Waking up 40% of LA sets up for a future the Dems can’t control.

That’s why Pratt will be in third by Sunday. Can’t risk it.

[Bannon’s WarRoom @Bannons_WarRoom]

Deep State Sends Strongest Letter of Recommendation for Bill Pulte as Acting DNI

https://t.co/ibHBxt9OfW

[OSINTdefender @sentdefender]

Amused residents film Russian servicemembers trying and failing to shoot down Ukrainian one-way drones with automatic rifles during this morning’s large-scale attack against the Northwestern Russian city of St. Petersburg.

[aqua boogie baby @thrustforward]

@sentdefender Need to add some lead before firing; he’s probably firing right at it. Better yet would be a full choke 12 gauge.

[Mary Hill @maryhill1959]

@Bannons_WarRoom @POTUS : for me, zero taxpayer money to these wealthy demons! Let them sell the majority of their assets and properties first. THIS IS NOT WHAT I VOTED FOR !

[Bannon’s WarRoom @Bannons_WarRoom]

Edward Dowd said a possible government stake in OpenAI is a “tell” that “they need to socialize losses.”

https://t.co/QQK3q52OLA

[Macro Alpha @MacroAlphaHQ]

Retail investors are actually celebrating that SpaceX is reserving 30% of its IPO for them.

Let me explain how the real world works: Wall Street doesn't hand you 30% of a generational asset out of charity.

When institutional money refuses to swallow an inflated private market valuation, they need a massive liquidity sponge to absorb the float.

You aren't getting in early. You are volunteering to be venture capital's exit liquidity.

Save this tweet for 6 months from now.

$TSLA

[aqua boogie baby @thrustforward]

@AVALL_45 @jennifergee79 @EricLDaugh Concur.

[Oilfield Rando @Oilfield_Rando]

What the FUCK

[aqua boogie baby @thrustforward]

@patlicata @EricLDaugh @Cheri1655783284 Unfortunately the next one up to replace her is bad as well. Politics here in Hawai’i are pathetic.

[aqua boogie baby @thrustforward]

@PatriotErin @EricLDaugh Concur.

[Eric Daugherty @EricLDaugh]

🚨 WOW! Sen. Eric Schmitt looks Sen. Mazie Hirono (D) in the EYES and GOES BALLISTIC after she defended fraudsters and r*pists

"YOU'RE DAMN RIGHT WE'RE DEPORTING YOU! 🔥

"No, no, no, it's MY TIME now. BIZARRE is the idea you'd be here in this committee DEFENDING VIOLENT MURDERERS from being deported. That you would be defending violent r*pists from being deported!"

"To the American taxpayer that's been RIPPED OFF by people who came to this country. That's HORRIFIC—"

"That you would defend people who took advantage of the good people of this country, their taxpayer dollars. That is bizarre. A terrorist who kills American citizens!"

"You know what's bizarre is YOUR defense of THAT!"

"So FORGIVE ME if you're 24 million Americans should be, our naturalized citizens should be afraid. That's ridiculous."

"You have nothing but fearmongering here! What I'm saying in this bill is if you do those things to the American people, if you take advantage of taxpayers, you're not recognized."

"If you commit a terrorist act, if you commit wholesale welfare fraud, within 10 years, you're damn right we're deporting you."

"If you're convicted, it's not being accused of anything. If you are convicted in a court of law of these crimes, absolutely we should not only convict you, but we should deport you. Gone."

"And if you think that's some sort of negative assertion towards me, I'll take it. I love it!"

"That's what we should be doing more of in this country, because people are coming here in the ripping off taxpayers."

"And I, for one, don't want to see it anymore."

@Eric_Schmitt 🔥🔥🔥

[Negligible Capital @negligible_cap]

DeepSeek is becoming more popular among US enterprises as companies look for cheaper alternatives to Anthropic and OpenAI

“DeepSeek takes top spot on 'trending' list as companies look for alternatives to OpenAI and Anthropic, spending tracker's report says Chinese artificial intelligence start-up DeepSeek took the top spot on a major US business spending index in June, surging as more companies swap out expensive American options like OpenAI and Anthropic in favour of more affordable alternatives.”

Nothing to see here

[George Noble @gnoble79]

NVIDIA IS BUYING ITS OWN CHIPS AND CALLING IT REVENUE

And your retirement account is secretly holding the bag.

This scheme is literally straight out of the Enron playbook...

In January 2026, a special purpose vehicle called Valor Compute Infrastructure was created with one purpose:

Buy Nvidia's chips so Nvidia could book the sale as revenue.

Valor raised $5.4 billion and purchased over 100,000 of Nvidia's GB200 GPUs.

But $1.9 billion of that money came FROM Nvidia itself.

Nvidia invested $1.9 billion into the shell company, then sold that same shell company $5.4 billion worth of its own chips and booked every dollar as revenue.

It's the Girl Scout whose dad bought all the cookies and then she wins the sales contest because Dad was the customer. Except this Girl Scout is a trillion-dollar company and the cookie sale is $5.4 billion.

But it gets MUCH worse:

The remaining $3.5 billion in financing came from Apollo Global Management. Apollo structured the debt, packaged it into securities, and then sold those securities to Athene.

And guess who Athene is? Apollo's OWN insurance subsidiary. The one that sells fixed annuities to American retirees as safe, conservative retirement products.

Follow the chain:

Nvidia funds a shell company with $1.9 billion. The shell company buys $5.4 billion in Nvidia chips. Apollo finances the remaining $3.5 billion. Apollo sells the debt to its own insurance arm. That insurance arm packages it into annuity products and sells them to retirees who think they're buying something safe.

The retirees have no idea that their retirement savings are now backed by 100,000 computer chips sitting in some data center that will be worth pennies on the dollar in three years.

Now look at what's happening inside Athene:

$74.2 billion in US reserves but $217 billion in assets have been shifted to a Bermuda-based captive insurer, outside normal US regulatory oversight.

$103 billion of that portfolio (roughly 35%) is classified as Level 3 assets. That means there is no observable market price.

These assets are valued by internal models, not by actual markets.

And sitting on top of all those unpriced assets? 16.6x leverage.

If you're getting flashbacks to 2008, you should be.

Back then it was mortgages bundled into securities that nobody understood, sold to investors who had no idea what they were holding, rated as safe by agencies that never looked under the hood.

Today it's GPU-backed securities. Computer chips bundled into structured credit instruments, routed through an offshore insurance subsidiary, and sold to you as a retirement product.

The collateral is 100,000 GPUs leased to a single customer through an xAI subsidiary. If xAI stops making lease payments for any reason - financial distress, a pivot in strategy, anything - the entire structure unravels.

And Nvidia releases new architectures every year, so each generation delivers dramatically more compute per watt. A 5 year lease on technology that's obsolete in 2 years creates a mismatch that should terrify every annuity holder in America.

Every single step in this chain is technically legal. The SPV is legal, the lease is legal, Nvidia's equity stake is legal, the securitization is legal, and the Bermuda transfer is legal.

But legality and legitimacy are not the same thing.

I've seen every trick Wall Street has ever pulled in my 45 years of doing this.

And what I'm looking at right now is a pipeline that takes AI infrastructure risk, launders it through 8 layers of financial engineering, and deposits it in the retirement accounts of Americans who never agreed to fund Elon Musk's data centers.

In 2008 it was mortgage-backed securities.

In 2026 it's GPU-backed securities.

Different asset. Same greed. With the same ending.

[Rapid Response 47 @RapidResponse47]

CNBC reacts to the 172,000 nonfarm payrolls added in May:

"Is there any doubt that this anecdotal evidence about a good labor market has been very correct? That is a REALLY STRONG number!"

"And last month? We had a revision from 115,000 to 179,000." 🔥

[Meriwether Farms @MeriwetherFarms]

BREAKING: Three counties in Texas have declared local state of disaster declarations on the New World Screwworm: Kinney, Jim Webb and Uvalde

Three others are pending: Webb, La Salle and Val Verde

The reasoning behind these declarations is because they feel they are not getting the federal nor state support needed to combat this crisis

Its long past due for the President to declare a National Emergency Declaration so local officials on the front lines are getting the support they need

[Eyal Ofer אייל עופר @Eyalo365]

Confirmed:

🚨 BREAKING NEWS: Israel Hayom reveals that hundreds of Hezbollah terrorists had begun advancing from southern Lebanon toward communities in northern Israel —in a pattern similar to October 7— in early March during the war with Iran, which led the Israeli army to launch a broad operation and eliminate all of them.

[US Oil & Gas Association @US_OGA]

@EnergyAbsurdity and I thoroughly enjoy being able to say to everyone -

"We told you so...."

[Pedro L. Gonzalez @emeriticus]

Meriwether Farms was founded by a hardcore conservative and former Trump 1.0 alum btw

[Jeff Gluck @jeff_gluck]

Brexton returned to the racetrack last night.