I found my Halloween costume guys. 😂 🐐

Went to the thrift store the other day to look for a pair of overalls. Came home with this intriguing book. 🧐

Not rotation. Controlled expansion under consolidated leadership. Scaling.

Let’s talk about $PYPL

Each venture looks separate on the surface, but together they map a single architecture: SpaceX – logistics and mobility beyond borders Tesla – energy capture and storage Starlink – planetary data transmission xAI – cognition and interface X – social graph and transaction

PYPL looks to me like it’s being absorbed. What was once designed to disrupt the system is being captured by it. The identity graphs, transaction data, and compliance licenses that PayPal built are being folded into the meta-cartel. credit + identity + AI trust That stack

OpenAI linking up with PayPal while X builds its own rails… oof. This is going to get interesting. A real soap opera.

More SMCF Revelations When I first began mapping moats, my goal was simple: to find the most powerful and insulated players. Identify the bosses. But I had a few blind spots. Every day I find a new blind spot. One of these is that it’s not enough to know who’s in charge. You

Massive move in $CCJ SMCF Nuclear stack (obviously not comprehensive) Tier 1 (Boss): CCJ— the uranium supply gatekeeper. Tier 2 (Enforcers): LEU & LTBR— U.S. enrichment and advanced fuel tech. Tier 3 (Operators): SMR and modular reactor builders — SMR & BWXT Enablers:

$PYPL Old model: Human risk checks, manual fraud flags, delayed verifications. High friction. Low margin. New model: AI verifies identity, risk, and behavior in milliseconds. Every transaction trains the system to get smarter — and cheaper. The same revenue but with fewer

How to lose a guy in less than 10 days— Every time they message you, firehose them with stocks charts until they stop responding.

You know who won’t be destroyed by ai? The industrials Ai relies on.

Christmas jammies secured.

More bedtime rambling— “The future is autonomous” but autonomy is sterile. Autonomy lacks empathy, warmth and forgiveness. Humans add softness. The world needs more love, not less. The human touch is divine. It can’t be replicated. Is efficiency and optimization going to save

GM to everyone except MMs

Freaking META. Really testing resolve today. What a B.

Only Tech. Financial tech. Industrial tech. Resource tech.

My analytics are trash.