Retired Engr retweeted
【注意】親が亡くなった瞬間
絶対にやってはいけないこと
🙅♂️ 焦ってやると大損する
・葬儀社を病院の紹介で即決する
・銀行に「亡くなりました」と即連絡
・年金の停止連絡を後回しにする
・「相続放棄」を口頭で約束する
⭕ 正しい順番は↓
絶対にやってはいけないこと
🙅♂️ 焦ってやると大損する
・葬儀社を病院の紹介で即決する
・銀行に「亡くなりました」と即連絡
・年金の停止連絡を後回しにする
・「相続放棄」を口頭で約束する
⭕ 正しい順番は↓
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Retired Engr retweeted
>Ilhan, did you marry your brother?
“Not to my knowledge”
>Talarico, where were you for 2 weeks?
“I had the flu”
>Abdul, why do black voters hate you?
“Can I get the fried chicken?”
Who the fuck is advising these commies on these answers? LMAO
“Not to my knowledge”
>Talarico, where were you for 2 weeks?
“I had the flu”
>Abdul, why do black voters hate you?
“Can I get the fried chicken?”
Who the fuck is advising these commies on these answers? LMAO
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Retired Engr retweeted
This is Huge !
Obama.
He should have never been allowed to run for President. Here’s a rare footage of him, telling the truth about his birth.
PATRIOTS SHARE EVERYWHERE!!
Obama.
He should have never been allowed to run for President. Here’s a rare footage of him, telling the truth about his birth.
PATRIOTS SHARE EVERYWHERE!!
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Retired Engr retweeted
Elon Musk has proof that Ilhan Omar lied about her age to sneak into America.
"Her Somali birth record shows she's three years older than claimed," Musk revealed. "Her father falsified documents to bypass background checks."
Musk says Omar had four criminal charges as an adult is a total fraud."
Deportation papers should be next.
What's your response to this......??👀
MAKE THIS GO VIRAL ON X. LET’S GO 👏
"Her Somali birth record shows she's three years older than claimed," Musk revealed. "Her father falsified documents to bypass background checks."
Musk says Omar had four criminal charges as an adult is a total fraud."
Deportation papers should be next.
What's your response to this......??👀
MAKE THIS GO VIRAL ON X. LET’S GO 👏
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Retired Engr retweeted
🚨 Here is the full 33 minutes from inside yesterdays historic White House fraud announcement: For the first time ever there is an incentive for everyday citizens to expose fraud. Prior it could take years and many attorneys to be able to claim the money exposed from fraudsters funds much faster.
Now you can claim 1% of the fraud that you expose. For example, if you expose $100 million you receive $1 million, if you expose $1 billion you receive $10 million. Plain and simple.
The tables have completely turned on the fraudsters, now they have nowhere to hide if someone knows they are committing fraud and wants to report them and receive cash they can now do so 💰 good luck learers 💀
For far too long fraudsters were able to use your tax dollars as an infinite piggy bank to enrich themselves as you pay for their luxurious lifestyles. Now YOU can report and stop the fraud and be rewarded.
START LOOKING. EXPOSE IT ALL.
Now you can claim 1% of the fraud that you expose. For example, if you expose $100 million you receive $1 million, if you expose $1 billion you receive $10 million. Plain and simple.
The tables have completely turned on the fraudsters, now they have nowhere to hide if someone knows they are committing fraud and wants to report them and receive cash they can now do so 💰 good luck learers 💀
For far too long fraudsters were able to use your tax dollars as an infinite piggy bank to enrich themselves as you pay for their luxurious lifestyles. Now YOU can report and stop the fraud and be rewarded.
START LOOKING. EXPOSE IT ALL.
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Retired Engr retweeted
Idag minns vi mannen som åt kött framför en vegandemonstration.
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Retired Engr retweeted
We're about to witness one of the BIGGEST wealth transfers in the history of the technology industry.
According to Morgan Stanley, hyperscalers and neoclouds are projected to spend a staggering $1.58T in capital expenditures in 2027, including operating leases but what's even re all of that money is actually going. We're talking about Google spending an estimated $375B, $AMZN $270B, $META $221B, $MSFT $209B, $SPCX $132B, $ORCL $97B, $CRWV $47B, and $NBIS $37B. These companies are collectively pouring more than a TRILLION dollars into building the infrastructure required to power AI, and that money doesn't simply disappear. It flows directly into the companies supplying the chips, networking equipment, memory, storage, power infrastructure, and data centers required to make all of this possible.
Morgan Stanley estimates that approximately $672B will flow into semiconductors and servers, making this by FAR the largest category of spending. This is why companies like $NVDA and $AVGO remain so important to the AI buildout. Every time a hyperscaler or neocloud expands its compute capacity, it creates additional demand for GPUs, custom AI accelerators, and the supporting infrastructure. But it doesn't stop there. Another $215B is expected to flow into networking and optical infrastructure, benefiting companies that help connect these massive AI clusters together. As AI systems continue scaling, networking becomes increasingly important because having the fastest GPUs in the world means very little if they can't communicate efficiently. Then you have $217B going toward memory and storage which is why I remain so bullish on companies exposed to HBM, DRAM, NAND, and enterprise storage.
And let's not forget the $119B flowing into data center infrastructure, including power equipment, cooling systems, electrical infrastructure, and the physical equipment needed to actually operate these facilities.
And the way I see it, some of the biggest investment opportunities over the coming years won't necessarily come from the companies building AI models themselves, but from the companies supplying the critical infrastructure that everyone needs to compete. That's exactly why I remain so bullish on the picks and shovels side of this AI revolution and I believe we're STILL in the early innings of this entire infrastructure buildout.
According to Morgan Stanley, hyperscalers and neoclouds are projected to spend a staggering $1.58T in capital expenditures in 2027, including operating leases but what's even re all of that money is actually going. We're talking about Google spending an estimated $375B, $AMZN $270B, $META $221B, $MSFT $209B, $SPCX $132B, $ORCL $97B, $CRWV $47B, and $NBIS $37B. These companies are collectively pouring more than a TRILLION dollars into building the infrastructure required to power AI, and that money doesn't simply disappear. It flows directly into the companies supplying the chips, networking equipment, memory, storage, power infrastructure, and data centers required to make all of this possible.
Morgan Stanley estimates that approximately $672B will flow into semiconductors and servers, making this by FAR the largest category of spending. This is why companies like $NVDA and $AVGO remain so important to the AI buildout. Every time a hyperscaler or neocloud expands its compute capacity, it creates additional demand for GPUs, custom AI accelerators, and the supporting infrastructure. But it doesn't stop there. Another $215B is expected to flow into networking and optical infrastructure, benefiting companies that help connect these massive AI clusters together. As AI systems continue scaling, networking becomes increasingly important because having the fastest GPUs in the world means very little if they can't communicate efficiently. Then you have $217B going toward memory and storage which is why I remain so bullish on companies exposed to HBM, DRAM, NAND, and enterprise storage.
And let's not forget the $119B flowing into data center infrastructure, including power equipment, cooling systems, electrical infrastructure, and the physical equipment needed to actually operate these facilities.
And the way I see it, some of the biggest investment opportunities over the coming years won't necessarily come from the companies building AI models themselves, but from the companies supplying the critical infrastructure that everyone needs to compete. That's exactly why I remain so bullish on the picks and shovels side of this AI revolution and I believe we're STILL in the early innings of this entire infrastructure buildout.
We're about to witness the BIGGEST infrastructure spending boom in human history.
According to Morgan Stanley, hyperscalers and neoclouds are projected to spend a staggering $1.58 TRILLION in 2027 and $1.81 TRILLION in 2028 when operating leases are included. Think about how alking about nearly $3.4 TRILLION in infrastructure spending over just TWO YEARS and what's even more interesting is how quickly these numbers are accelerating. In 2026, Morgan Stanley estimates total spending at $978 billion, but by 2027, that number is expected to SURGE nearly 62% to $1.58 trillion before climbing another 14% to $1.81 trillion in 2028.
When most people look at hyperscaler CapEx, they're only looking at the cash being spent on GPUs, servers, networking equipment, and data centers. But that doesn't tell the ENTIRE story because hyperscalers are also increasingly relying on operating leases to secure additional computing capacity and infrastructure. Once you include those leases, the actual scale of this buildout becomes significantly larger. Just look at what Morgan Stanley is projecting for 2028. Google could spend $434 billion, Amazon $314 billion, Microsoft $310 billion, and Meta $303 billion when operating leases are included.
And this is EXACTLY why I continue to be so bullish on the companies supplying the infrastructure behind this AI revolution. We're talking about an unprecedented amount of demand for GPUs, HBM and DRAM, advanced packaging, networking equipment, optical connectivity, power generation, cooling systems, and data center capacity. Companies like $NVDA, $AVGO, $MU, and $VRT are positioned to benefit from different layers of this buildout, while neoclouds like $NBIS and $CRWV are racing to deploy the computing infrastructure needed to support the next generation of AI workloads. We're still in the early stages of AI inference scaling, autonomous agents, robotics, and physical AI. As these technologies become more widely adopted, the amount of computing infrastructure required could grow substantially beyond what we're seeing today. And this is why I think investors need to stop looking at the AI infrastructure boom as some short term spending cycle.
Now, does that mean every AI infrastructure company will succeed? Absolutely NOT. Capital requirements are becoming enormous, and companies without strong balance sheets, reliable customers, and sustainable financing could struggle to survive but the BIGGER picture hasn't changed. We're watching the largest technology companies in the WORLD make multi year infrastructure commitments on a scale we've never seen before, and if these projections materialize, the amount of capital flowing into the AI ecosystem over the next several years will be absolutely extraordinary. If you want to see how I’m investing across the companies positioned to benefit from this massive AI infrastructure spending boom, check out my full Milk Road Pro portfolio below.
link.milkroad.com/tx5qip
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Retired Engr retweeted
More arrests this morning tied to alleged voter fraud.
Protecting American elections from criminal interference remains a top priority of this @FBI.
We will use every legal resource to hold those who violate our election laws accountable and defend every American citizen’s vote.
Thank you @DHSgov and @TheJusticeDept
-DKP🇺🇸
Protecting American elections from criminal interference remains a top priority of this @FBI.
We will use every legal resource to hold those who violate our election laws accountable and defend every American citizen’s vote.
Thank you @DHSgov and @TheJusticeDept
-DKP🇺🇸
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Retired Engr retweeted
America’s elections are a mess. We don’t have to accept this level of fraud and incompetence.
🚨 NOW: Residents are shocked after nearly ONE IN FIVE registered voters in Tulare, California just got TWO mail-in ballots for the same election, right in the middle of a House battleground
The county's fix is a postcard telling voters to "securely destroy" the extra ballot. the MESS mass mail-in voting creates! 😠
The registrar blames a print vendor during a "ballot replacement procedure”
The county says 7,791 voters in the city got a duplicate packet. Tulare has just over 34,000 registered voters
Stop the cheat!
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Retired Engr retweeted
Le „Prince vert“ spricht, und damit ist alles gesagt.
Lasst uns dafür sorgen, dass dieses Video um die Welt geht.
Lasst uns dafür sorgen, dass dieses Video um die Welt geht.
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Retired Engr retweeted
🦆Benny said…
“Y’all figure Michelle out yourselves.” 😭😭😭
“Y’all figure Michelle out yourselves.” 😭😭😭
Community note
This boat photo is AI-generated. The same image (two shirtless men, 'JUL 1985' timestamp) went viral in Sept. 2026 falsely labeled as Trump and Epstein; Snopes found a SynthID watermark confirming it was AI-made, and Lead Stories' detection tools confirmed it was fake. snopes.com/fact-check/ima… leadstories.com/hoax-alert/202…
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Retired Engr retweeted
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Palantir $PLTR and Armada announced a partnership to deliver sovereign AI on modular data center infrastructure manufactured in the U.S. and allied nations. Under the agreement, Palantir named Armada its inaugural Certified Modular Data Center Partner, combining Palantir’s Sovereign AI Operating System with Armada’s Galleon modular data centers, Armada Platform, and Sovereign AI Grid. The joint offering allows enterprises and governments to deploy open-weight AI models on infrastructure they own and control, with the ability to fine-tune models on proprietary data while keeping compute, data, and hardware entirely within their own security boundary. The companies said the modular approach can bring new AI capacity online in months instead of years, addressing growing demand for sovereign AI infrastructure.
2. Nebius $NBIS has acquired Inferize, an AI inference optimization startup, for an undisclosed amount. Inferize’s technology is designed to reduce model “cold starts,” cutting the time GPUs remain idle while models load and new inference capacity comes online. Nebius plans to integrate the technology and team into its Token Factory inference platform to improve GPU utilization, lower inference costs, and serve more AI workloads using the same infrastructure.
3. NVIDIA $NVDA and SoftBank have each completed the final $10B installment of their respective $30B commitments to OpenAI’s latest funding round. The financing totaled $122B in commitments at an $852B valuation and included Amazon’s $50B investment. SoftBank’s total investment in OpenAI has now reached approximately $64.6B, giving it an estimated 13% ownership stake. According to The Information, OpenAI is already targeting another $30B funding round at a valuation of around $1.4T.
4. Netflix $NFLX co-CEO Ted Sarandos said the company “isn’t growing as fast as I want us to,” while noting that some of Netflix’s strategic decisions are intentionally creating headwinds to subscriber growth. He also revealed that live programming accounts for roughly 5% of Netflix’s $20B annual content budget but generates only about 1% of total viewing, underscoring the company’s continued focus on balancing long-term strategic investments with overall engagement.
5. Nike $NKE reported Q1 FY2027 results with EPS of $0.48, beating expectations of $0.43, while revenue missed at $11.21B versus $11.32B expected, down 4% YoY. Gross margin came in stronger than expected at 42.8%, helped by lower warehousing and logistics costs, but weakness persisted across NIKE Direct (-8% YoY), Digital (-13% YoY), and Greater China (-22% YoY). The biggest disappointment was guidance, with Nike forecasting high-single-digit revenue declines for FY2027 and adjusted EPS of $1.15–$1.35, well below the $1.65–$1.67 consensus. Management said it continues to see challenges in Sportswear, Jordan Brand, and Greater China, while rolling out its new Pace operating model to accelerate its long-term turnaround.
6. Broadcom $AVGO has agreed to provide Anthropic with up to $42B in financing tied to its AI infrastructure expansion, according to Anthropic’s IPO prospectus reviewed by Reuters. The facility could fund roughly one-third of Anthropic’s $125.2B five-year TPU compute commitment, and the debt may be convertible into Anthropic equity. Anthropic is also expected to become Broadcom’s largest compute customer in 2027. The filing notes that Broadcom’s dual role as both a hardware supplier and financing partner could create potential conflicts related to pricing and access to compute.
7. Amazon $AMZN plans to expand its in-house delivery network from roughly 23,700 U.S. ZIP codes today to about 39,400 by 2029, according to an internal planning document reviewed by Business Insider. That expansion would allow Amazon to reach approximately 95% of U.S. ZIP codes and 99.9% of customer demand. The plan includes building 165 new delivery stations between 2027 and 2029 and adding roughly 4,500 ZIP codes through its Hub Delivery rural network. The initiative reportedly began under Project Aurelian, a contingency plan created when negotiations with the U.S. Postal Service became uncertain, though Amazon said the projections remain preliminary and could change.
8. The top 10 most active options today by contracts traded were $NVDA with 2.6M contracts, $MU with 1.5M contracts, $TSLA with 1.3M contracts, $AAPL with 1.1M contracts, $SPCX with 786K contracts, $AMZN with 640K contracts, $GOOGL with 637K contracts, $INTC with 582K contracts, $NKE with 561K contracts, and $MSFT with 447K contracts.
9. Oracle $ORCL has reportedly signed a 5-year, $7B AI compute agreement with Tencent, according to the Financial Times. Under the deal, Oracle will provide access to roughly 100,000 advanced AI chips across its Southeast Asia data centers, with about 30% of the contract value paid upfront. Tencent plans to use the capacity to train AI models and expand its portfolio of agentic AI products, as the company accelerates AI infrastructure spending. The investment has already impacted Tencent’s financials, with Q2 infrastructure capex surging 176% YoY to $7.9B and free cash flow turning negative at -$2B for the first time in more than a decade.
10. AI-related companies continue to dominate capital markets, now accounting for roughly 40% of the S&P 500's total market capitalization. In emerging markets, just 3 semiconductor companies make up 28% of the MSCI Emerging Markets Index, while AI-related issuers have represented 49% of all investment-grade bond issuance so far in 2026. The concentration is even more pronounced in private markets, where 87% of year-to-date venture capital funding has gone to AI companies. For comparison, during the 1999 Dot-Com bubble, internet companies accounted for less than 40% of venture capital funding, highlighting the unprecedented concentration of investment flowing into AI today.
11. Since 1928, the S&P 500 has gained an average of 2.1% during the first half of October in U.S. midterm election years, making it the strongest-performing half-month of the fourth quarter. Positive returns occurred 71% of the time over that period, the third-highest hit rate of any half-month in Q4. The seasonal strength follows a historically weak second half of September, which has averaged a 1.1% decline. Momentum has also tended to remain positive later in the quarter, with the second half of October averaging a 0.3% gain and the first half of November delivering an average 1.7% return with a 79% positive hit rate.
12. Bond ETFs have attracted $23B in inflows over the last 5 trading days, accounting for 62% of all ETF net inflows despite representing only about 15% of total ETF assets. Fixed-income funds also made up 6 of the 8 most-purchased ETFs over the period, with investors allocating capital across cash, municipal bonds, high yield, Treasuries, and $TLT. The broad-based demand suggests investors are increasingly positioning around the bond market as yields remain near multi-year highs and volatility persists across asset classes.
WALL STREET IS THE GREATEST SHOW ON EARTH.
Here's a full recap:
1. Palantir $PLTR and Armada announced a partnership to deliver sovereign AI on modular data center infrastructure manufactured in the U.S. and allied nations. Under the agreement, Palantir named Armada its inaugural Certified Modular Data Center Partner, combining Palantir’s Sovereign AI Operating System with Armada’s Galleon modular data centers, Armada Platform, and Sovereign AI Grid. The joint offering allows enterprises and governments to deploy open-weight AI models on infrastructure they own and control, with the ability to fine-tune models on proprietary data while keeping compute, data, and hardware entirely within their own security boundary. The companies said the modular approach can bring new AI capacity online in months instead of years, addressing growing demand for sovereign AI infrastructure.
2. Nebius $NBIS has acquired Inferize, an AI inference optimization startup, for an undisclosed amount. Inferize’s technology is designed to reduce model “cold starts,” cutting the time GPUs remain idle while models load and new inference capacity comes online. Nebius plans to integrate the technology and team into its Token Factory inference platform to improve GPU utilization, lower inference costs, and serve more AI workloads using the same infrastructure.
3. NVIDIA $NVDA and SoftBank have each completed the final $10B installment of their respective $30B commitments to OpenAI’s latest funding round. The financing totaled $122B in commitments at an $852B valuation and included Amazon’s $50B investment. SoftBank’s total investment in OpenAI has now reached approximately $64.6B, giving it an estimated 13% ownership stake. According to The Information, OpenAI is already targeting another $30B funding round at a valuation of around $1.4T.
4. Netflix $NFLX co-CEO Ted Sarandos said the company “isn’t growing as fast as I want us to,” while noting that some of Netflix’s strategic decisions are intentionally creating headwinds to subscriber growth. He also revealed that live programming accounts for roughly 5% of Netflix’s $20B annual content budget but generates only about 1% of total viewing, underscoring the company’s continued focus on balancing long-term strategic investments with overall engagement.
5. Nike $NKE reported Q1 FY2027 results with EPS of $0.48, beating expectations of $0.43, while revenue missed at $11.21B versus $11.32B expected, down 4% YoY. Gross margin came in stronger than expected at 42.8%, helped by lower warehousing and logistics costs, but weakness persisted across NIKE Direct (-8% YoY), Digital (-13% YoY), and Greater China (-22% YoY). The biggest disappointment was guidance, with Nike forecasting high-single-digit revenue declines for FY2027 and adjusted EPS of $1.15–$1.35, well below the $1.65–$1.67 consensus. Management said it continues to see challenges in Sportswear, Jordan Brand, and Greater China, while rolling out its new Pace operating model to accelerate its long-term turnaround.
6. Broadcom $AVGO has agreed to provide Anthropic with up to $42B in financing tied to its AI infrastructure expansion, according to Anthropic’s IPO prospectus reviewed by Reuters. The facility could fund roughly one-third of Anthropic’s $125.2B five-year TPU compute commitment, and the debt may be convertible into Anthropic equity. Anthropic is also expected to become Broadcom’s largest compute customer in 2027. The filing notes that Broadcom’s dual role as both a hardware supplier and financing partner could create potential conflicts related to pricing and access to compute.
7. Amazon $AMZN plans to expand its in-house delivery network from roughly 23,700 U.S. ZIP codes today to about 39,400 by 2029, according to an internal planning document reviewed by Business Insider. That expansion would allow Amazon to reach approximately 95% of U.S. ZIP codes and 99.9% of customer demand. The plan includes building 165 new delivery stations between 2027 and 2029 and adding roughly 4,500 ZIP codes through its Hub Delivery rural network. The initiative reportedly began under Project Aurelian, a contingency plan created when negotiations with the U.S. Postal Service became uncertain, though Amazon said the projections remain preliminary and could change.
8. The top 10 most active options today by contracts traded were $NVDA with 2.6M contracts, $MU with 1.5M contracts, $TSLA with 1.3M contracts, $AAPL with 1.1M contracts, $SPCX with 786K contracts, $AMZN with 640K contracts, $GOOGL with 637K contracts, $INTC with 582K contracts, $NKE with 561K contracts, and $MSFT with 447K contracts.
9. Oracle $ORCL has reportedly signed a 5-year, $7B AI compute agreement with Tencent, according to the Financial Times. Under the deal, Oracle will provide access to roughly 100,000 advanced AI chips across its Southeast Asia data centers, with about 30% of the contract value paid upfront. Tencent plans to use the capacity to train AI models and expand its portfolio of agentic AI products, as the company accelerates AI infrastructure spending. The investment has already impacted Tencent’s financials, with Q2 infrastructure capex surging 176% YoY to $7.9B and free cash flow turning negative at -$2B for the first time in more than a decade.
10. AI-related companies continue to dominate capital markets, now accounting for roughly 40% of the S&P 500's total market capitalization. In emerging markets, just 3 semiconductor companies make up 28% of the MSCI Emerging Markets Index, while AI-related issuers have represented 49% of all investment-grade bond issuance so far in 2026. The concentration is even more pronounced in private markets, where 87% of year-to-date venture capital funding has gone to AI companies. For comparison, during the 1999 Dot-Com bubble, internet companies accounted for less than 40% of venture capital funding, highlighting the unprecedented concentration of investment flowing into AI today.
11. Since 1928, the S&P 500 has gained an average of 2.1% during the first half of October in U.S. midterm election years, making it the strongest-performing half-month of the fourth quarter. Positive returns occurred 71% of the time over that period, the third-highest hit rate of any half-month in Q4. The seasonal strength follows a historically weak second half of September, which has averaged a 1.1% decline. Momentum has also tended to remain positive later in the quarter, with the second half of October averaging a 0.3% gain and the first half of November delivering an average 1.7% return with a 79% positive hit rate.
12. Bond ETFs have attracted $23B in inflows over the last 5 trading days, accounting for 62% of all ETF net inflows despite representing only about 15% of total ETF assets. Fixed-income funds also made up 6 of the 8 most-purchased ETFs over the period, with investors allocating capital across cash, municipal bonds, high yield, Treasuries, and $TLT. The broad-based demand suggests investors are increasingly positioning around the bond market as yields remain near multi-year highs and volatility persists across asset classes.
WALL STREET IS THE GREATEST SHOW ON EARTH.
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