Bill Ackman: You can learn an investment business by reading.

Palantir CEO Alex Karp on controversial uses of AI: “Do you really think a warfighter is going to trust a software company that pulls the plug because something becomes controversial, with their life?” “The small island of Silicon Valley— that would love to decide what you eat,

Steve Jobs understood stock options on a level most CEOs still don't

The AI boom is real. Market is being waaaaay too skeptical right now.

49% of U.S. residents are struggling to pay rent or mortgages, per Redfin

$AAOI's 10x projected rev surge in optical transceiver demand by 2027 for $4.3B ARR off a $5.5B MC... Is enormous. $LITE and $COHR might be crowded, but. We'll likely see rotation upstream like: $ASML-type suppliers: - Aixtron (ETR: AIXA): ~75% share for inp MOCVD - $VECO -

Thank you for your attention to this matter. cc: Anthropic Dario Amodei

Stan Druckenmiller Interview: > The US economy is strong > Don’t think the Fed will hike rates > Valuations are toward the top range > A lot of disruptions going to happen > Portfolio not concentrated in AI anymore > Bearish on U.S. Dollar > Short Bonds

DRILL, BABY, DRILL!

Hegseth says the Pentagon is directing the Department of War to label Anthropic a “supply-chain risk to national security,” calling Anthropic’s stance “fundamentally incompatible with American principles.” He says contractors and suppliers working with the US military would be

BREAKING: The man with 30 prior arrests who stabbed 41-year-old Stephanie Minter to death at a Fairfax, VA bus stop earlier this week is an illegal alien from Sierra Leone, who entered the U.S. illegally in 2012 and has a final order of removal dating back to 2020. Gov. Abigail

Tonight, we reached an agreement with the Department of War to deploy our models in their classified network. In all of our interactions, the DoW displayed a deep respect for safety and a desire to partner to achieve the best possible outcome. AI safety and wide distribution of

BREAKING: According to reported Israeli media, there are multiple explosions in Tehran. Reports are saying it is a "preventative attack" on Iran.

🇮🇷 47 years ago, I stood at a window in Tehran as a 3-year-old boy, smelling burning tires and hearing the chants that would steal my country. I didn’t have words for what was happening. Today, I am watching smoke rise over the same city — but this time the smoke is not the end

Hope you all hedged with Pistachios. Israel is now airstriking Iran. Immediate Beneficiaries: Oil (Energy) - $XLE, $CVX, $XOM, Defense - $AVAV, $NOC, $LASR, $LPTH, $RTX, $AVAV, $LMT, $NOC Save Haven Assets - Gold, Silver Shipping - $FRO, $STNG Pistachios This might just be

Iran started a war against the United States of America is 1979 and hasn’t stopped since. Enough. 🇺🇸

The White House and Trump administration, via Donald Trump, have just released a video saying they have attacked Iran and "defend the American people and eliminating the Iranian regime...a vicious group of very hard, terrible people".

I just got off a long ass flight and wasn’t checking in. I guess we started exporting freedom while I was in the air. Sounds like we started the process of getting all of the illegals out of Iran… 🇺🇸

I swear, everyone is on rooftops across Iran celebrating and clapping. Only in Iran do people hear the sounds of war and respond with profound optimism and happiness. This should tell you how hated the mullahs are.