this is the only thing that matters imo
if the company lied to the tune of 20% of revs about the source of those revs...hoooooo boy.
if the company lied to the tune of 20% of revs about the source of those revs...hoooooo boy.
2) $NVDA claims its China business went to "zero" after April 2025 U.S. trade restrictions. We believe that in reality, over 20% of Nvidia's FY 2026 compute revenues remained driven by China via illegal GPU diversion and Southeast Asian intermediaries.
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𝐁𝐞𝐧 𝐂𝐚𝐡𝐧 retweeted
Lol at no point did Galloway call for an execution of Elon Musk. The tech right is taking the cancel culture and pearl-clutching to some 2020 woke-left levels.
Btw Galloway speaks for 90% of the world here, the tech right just doesn’t realize it bc they (still) live in a bubble
Btw Galloway speaks for 90% of the world here, the tech right just doesn’t realize it bc they (still) live in a bubble
Sad to say @profgalloway is an investor in Boom. I don't mind disagreements but calling for an execution of a non-criminal (worse, an actual hero!) is a step too far.
Working to arrange a buy-out of his shares.
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the amount of totally blind glazing of elon musk feels so medieval here. it's truly akin to lords sucking up to a king in hopes of somehow reaping a benefit down the line. a person's contributions to society doesn't absolve them of critique. my god these people are children
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why do smart people on this website intentionally clutch their pearls and wag their fingers when ideologically opposed people say things they don't like? it's so disingenuous and it only serves to further erode the discourse.
austen, do you need me to explain Scott's point?
austen, do you need me to explain Scott's point?
When Galloway said this the first time you could have read it as a mild misstatement where something was taken out of context.
It's not. It's his talk track.
He's demanding we do to Elon Musk what we did to the Rosenbergs (who were executed).
An evil, insane thing to say.
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market needs a new theme
why not china?
why not china?
Chinese EV ADRs leaped on Friday closing significantly higher than their HK counters. Not only is China catching a bid amidst the AI rout and broad US market selloff, but Elon Musk’s potential troubles post midterm elections and Cybertruck discontinuation could signal a weaker dium term.
$NIO $LI $XPEV $BYDDF
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𝐁𝐞𝐧 𝐂𝐚𝐡𝐧 retweeted
Spent $3.5 million for the art. Serum tasted spicy, with a hint of paprika 🌶
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𝐁𝐞𝐧 𝐂𝐚𝐡𝐧 retweeted
Trump to NYT: "I am absolutely willing to accept those results. We’ll work with the Democrats, and we’ll, you know, look forward to working with them. We’ll probably work something out."
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𝐁𝐞𝐧 𝐂𝐚𝐡𝐧 retweeted
DEMOCRATIC CONTROL KILLED THE STOCK MARKET
Actually…
THIS MIDTERM SETUP HAS A 7/7 RECORD
100% Positive Return.
Republican president.
Democrats control BOTH the House and Senate after midterms.
The S&P 500 $SPY was higher 12 months later every time:
1954: +33.2%
1958: +11.18.7%
1986: +0.9%
1990: +25.1%
2006: +6.7%
7/7 positive.
Average gain: +15.5%.
Even the stretch that included the 1987 crash finished positive.
“Democrats control Congress, stocks must crash” is a political opinion not what this history shows.
Actually…
THIS MIDTERM SETUP HAS A 7/7 RECORD
100% Positive Return.
Republican president.
Democrats control BOTH the House and Senate after midterms.
The S&P 500 $SPY was higher 12 months later every time:
1954: +33.2%
1958: +11.18.7%
1986: +0.9%
1990: +25.1%
2006: +6.7%
7/7 positive.
Average gain: +15.5%.
Even the stretch that included the 1987 crash finished positive.
“Democrats control Congress, stocks must crash” is a political opinion not what this history shows.
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𝐁𝐞𝐧 𝐂𝐚𝐡𝐧 retweeted
The idea that the US midterms will somehow derail the AI data center buildout strikes me as another deeply flawed narrative
A few reasons why:
1. These elections were about an unpopular, seemingly endless war in Iran, soaring energy prices, tariff chaos, ICE confrontations and the broader cost of living squeeze. Hardly a referendum on AI infrastructure
And here’s a useful reminder: Virginia, America’s largest data center market by far, is governed entirely by Democrats. Political affiliation is clearly not the determining factor
2. AI infrastructure investment has become one of the most important engines of US economic growth. We’re talking hundreds of billions in capital spending, construction jobs, manufacturing demand and substantial tax revenues
With elections behind us, the incentives change. Campaign rhetoric is cheap. Governing means delivering investment, jobs and revenues
3. Remember how capitalism works: capital is mobile, and jurisdictions compete for it
If Texas overplays its hand, another state will gladly take the investment. If enough US states make themselves unattractive, other countries will compete for it
The demand for compute doesn’t disappear because some politicians dislike the infrastructure required to supply it
4. A substantial pipeline of projects is already permitted, financed, contracted or under construction. These are multiyear commitments involving utilities, construction companies, equipment suppliers and customers
Changing the political landscape doesn’t magically unwind those commitments
5. There’s also a national strategic dimension. AI compute is increasingly critical infrastructure, and the US is competing with China for technological leadership
Ofc some projects will face delays, additional costs or tougher requirements around electricity, water and local infrastructure. Some probably deserve it. And some projects may relocate
But that’s a very different proposition from a nationwide collapse in AI infrastructure spending
Bottom line: The economic incentives, competitive dynamics and strategic imperatives behind this investment cycle are vastly more powerful than the political noise surrounding the midterms
Data centers will get built. Now that the elections showdown is over, time to get back to work and build
A few reasons why:
1. These elections were about an unpopular, seemingly endless war in Iran, soaring energy prices, tariff chaos, ICE confrontations and the broader cost of living squeeze. Hardly a referendum on AI infrastructure
And here’s a useful reminder: Virginia, America’s largest data center market by far, is governed entirely by Democrats. Political affiliation is clearly not the determining factor
2. AI infrastructure investment has become one of the most important engines of US economic growth. We’re talking hundreds of billions in capital spending, construction jobs, manufacturing demand and substantial tax revenues
With elections behind us, the incentives change. Campaign rhetoric is cheap. Governing means delivering investment, jobs and revenues
3. Remember how capitalism works: capital is mobile, and jurisdictions compete for it
If Texas overplays its hand, another state will gladly take the investment. If enough US states make themselves unattractive, other countries will compete for it
The demand for compute doesn’t disappear because some politicians dislike the infrastructure required to supply it
4. A substantial pipeline of projects is already permitted, financed, contracted or under construction. These are multiyear commitments involving utilities, construction companies, equipment suppliers and customers
Changing the political landscape doesn’t magically unwind those commitments
5. There’s also a national strategic dimension. AI compute is increasingly critical infrastructure, and the US is competing with China for technological leadership
Ofc some projects will face delays, additional costs or tougher requirements around electricity, water and local infrastructure. Some probably deserve it. And some projects may relocate
But that’s a very different proposition from a nationwide collapse in AI infrastructure spending
Bottom line: The economic incentives, competitive dynamics and strategic imperatives behind this investment cycle are vastly more powerful than the political noise surrounding the midterms
Data centers will get built. Now that the elections showdown is over, time to get back to work and build
Brad Gerstner says at least 10 to 15 gigawatts of the expected 2027 AI build may not come online after the blue wave, against a consensus 43 gigawatts next year versus about 38 built to date
“Well, I would say not specifically on the gigawatts in Texas, but what I said at the ensus forecast, which we’ll call the SemiAnalysis Dylan Patel forecast for next year, is a total of 43 gigawatts coming online in 2027."
"Now, just to put that in perspective, the total gigawatts online at the end of ‘26, the cumulative in the United States, is about 38. So the consensus forecast is we’re going to bring online more next year than all of the compute that we’ve built to date."
"I said on stage, and it got a lot of blowback on Twitter at the time, that we may end up bringing half of that online in 2027. And part of what I was concerned about was the growing backlash, even from guys like Greg Abbott."
"But now with this blue wave, I think it’ll slow it down even more. So I think we could see at least 10 to 15 gigawatts of the expected build not come online, which, you know, that’s why I think it’s going to be really challenging for the AI infra trade."
"We have the dollars to pay for it. But imagine what we’re going to hear, Chamath, for the next two weeks out of the governors, out of Speaker Hakeem Jeffries or Leader Schumer. They ran on slowing down AI. That was their principal agenda.”
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𝐁𝐞𝐧 𝐂𝐚𝐡𝐧 retweeted
🇺🇸BREAKING: Trump on Fox: Will Firmly Wield Veto Power
Live on Fox, President Trump reaffirms he will firmly wield his veto power against a Democrat-controlled House and Senate.
“They’ll send over things that are insane and I’ll veto them.”
“After a couple of months of d they’ll say, ‘how do we get this stuff done?’ And we’ll work together.”
Live on Fox, President Trump reaffirms he will firmly wield his veto power against a Democrat-controlled House and Senate.
“They’ll send over things that are insane and I’ll veto them.”
“After a couple of months of d they’ll say, ‘how do we get this stuff done?’ And we’ll work together.”
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It is my hope that in his final act, Trump will actually unite the country against him
This is the majority of Americans. #VoteBlueToSaveAmerica
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