Media Criticism Makes META Stock a Buying Opportunity
It's amazing how badly the media wants Zuck and Meta to fail. Journalists LOVE pointing to various flaws of social media and Meta's ad business as if they are so morally superior. These people are sad as they criticize all day but create nothing. The funny thing is that Meta's social platforms keep attracting more people and its ad business keeps growing and serving more loyal businesses. For us $META investors, the negative sentiment is lucrative as it creates fantastic buying opportunities.
Bezos and Washington Post Threaten American Democracy
Jeff Bezos is a bad actor and the Washington Post is now a font of disinformation and propaganda and a threat to American Democracy
NYT Calls for 20-Year Hard Labor for Shoplifters
For all the complaints about left-leaning media bias, the NYT published a piece today that makes a pretty strong case for sentencing shoplifters to a minimum of twenty years of hard labor.
Tesla's 2026 CapEx Spikes to $25 B, Far Above Guidance
Tesla CapEx forecast and historic: 2026: $25 Billion (up from $20B guided last quarter) 2025: $8.5 Billion 2024: $11.3 Billion 2023: $8.9 Billion 2022: $7.2 Billion
Microsoft Still Eyes Full Multiplatform Xbox Store on Android
Microsoft’s new head of gaming, Asha Sharma, says Microsoft is still pursuing the idea of evolving the Xbox App for Android into a full-fledged multiplatform game store.
US Navy Leadership Ousted as Iran Blockade Falters
The US Blockade of Iran is FAILING…. And @realDonaldTrump has pushed out the man in charge of the US Navy… https://t.co/RnieA8mJkh
Tesla Hikes 2026 CapEx to $25B, Forecasts Negative Cash Flow
Tesla’s raised 2026 CapEx to $25 billion from $20 billion and sees negative free cash flow for the rest of the year.
Inside VC Investing in Nuclear Fusion Breakthroughs
On this week's episode of @EquityPod, @TimDe_Chant and I chatted with Rachel Slaybaugh, general partner at DCVC, about what it's like investing in nuclear fusion. https://t.co/cXRBBkejPY via @techcrunch
Navy's Top Conference Ends as Budget Talks Intensify
Doing this right as the Navy’s biggest conference ends, after Phelan spent the last three days laying out the Navy’s priorities to industry and media, and amid Phelan meeting with lawmakers on the budget, is some wild timing:
Zumwalt's $10B Flaws Exposed by Shipyard Fire
Really the dumbest boondoggle of them all. It will never end with these things and nobody is willing to cut them loose. We are at like $10B per ship all in. Absolutely insane. Cool ships yes, of course. But the...
POTUS Pushes Zero‑tolerance on Fentanyl, Lenient Cannabis Reclassification
Reclassification is critical so that we can have a no-tolerance rule for fentanyl and meth, which are deadly, and a reasonable policy on plant medicine and cannabis — which experts believe are far less harmful (and in therapeutic or hospice...
Double Standards: NYT Content Free, Wordle Blocked?
OK… so it’s ok for everyone to republish the nyt and for us to vibecode a free wordle competitor? , @NYTimesPR?
Mackay Gold Claims Nevada Comstock District Remains Under‑explored
"I just can't believe that this thing has been so under-explored," says Darwin Green CEO and director of Mackay Gold & Silver. The company has a consolidated land package in the Comstock district in Nevada. $MACK https://t.co/055jdnCBaA https://t.co/3CgN60zNo1
Court Rules Frontier Kept $5.4M TSA Taxes
Frontier Airlines Kept $5.4 Million In TSA Security Taxes For Themselves, Court Rules - View from the Wing https://t.co/Rl3BJRaA2v
Last Flag Deserves Love for Its Delightful Experience
I see Last Flag isn't getting much love. That's sad, as I know Mac and Dan Reynolds put a lot of work into this dream game. But it really can be a delightful experience. https://t.co/ysWscW2a26
Applovin Rescues Clients as Meta Experiences Major Outages
Applovin is my saving grace for all these bugs on Meta right now. Things are actually doing really decent for a number of clients while Meta is down bad.
Japan's Naphtha Shortage Threatens Global Semiconductor Production
Semi Market, show me you care. "Japan is short on naphtha → Japan can't produce semiconductor materials → This could bring the world's semiconductor fabs to a halt."
Paxlovid Showed No Hospitalization Benefit in Vaccinated Seniors
In 2 randomized, open-label trials of Paxlovid there was lack of evidence of reduced hospitalizations among the participants, who were age 50+ with coexisting conditions, and who were vaccinated. The endpoint was very low (<1.2%) in the treatment and control...
Landlocked Nations Need Diverse Links, Not Single-Partner Dependence
I'm afraid you can build a highway from Kyrgyzstan to western China but not from Kyrgyzstan to California. So if you're a landlocked economy, you do build infrastructure links to contiguous countries like China, especially when they have been growing,...
Google AI Mode Shows Citations as Person Names
Look at this super weird way Google is changing title links / citations in AI Mode - just the name of the person, with a link to the place they were mentioned @glenngabe @rustybrick https://t.co/ihFss0tQvp
Airlines Pledge Starlink to Fix Chronic Wi‑Fi Outages
Third flight in the last week (two on United, one on BA) where the airline has apologized in advance for the lack of WiFi and promised that Starlink will soon "transform the quality and speed of connectivity" https://t.co/WcO89ZPqJy
FBI Involved in First Amendment Press Violation
Agree. This is a blatant violation of first amendment rights and an attempt to chill a free and plural press consistent with other actions by administration. That it involves the FBI should be even more concerning. 1/2 https://t.co/pf61sFHLi7
Revealed Vulnerability Shifts Bargaining Power; Iran's Capabilities Now Known
Bottom line: the issue isn't only what Iran can do. It's that everyone now knows what Iran can do. Revealed vulnerability changes bargaining power. https://t.co/icf9axhcM0
Scale Proven Content Pillars with Dedicated Accounts
This will be the future of content pillars. Have a specific content pillar that’s proven to work. Test repeatable concepts around it. Create another account for it. Scale the show on that account.
Tesla’s Delivery Outlook Remains Vague, Limited Growth Expected
What about $TSLA deliveries for this year? The comment in the shareholder deck on delivery outlook was not helpful. I'm not expecting much from the call. Here's what the outlook on volume reads: "We are focused on maximum capacity utilization...
Families Prioritize Affordability Over Gender Identity TV Warnings
FCC commissioner Anna Gomez (the only Democrat on the commission): “American families are worried about affordability, access and rising costs, not whether the TV ratings system has enough warnings about gender identity” https://t.co/8WRHMkjv6S
Watch Founders Race to Real Revenue on Camera
If liked our Agent 3 documentary, this is next level, and focused on Replit Builders. It will be a series.
Ask LLMs to Verify Uncited Journalistic Beliefs
Journalists: if you ever have a thing you understand to be true, but cannot cite it or get it past editors due to commitments made to sources, describe your belief about the world to an LLM and ask the LLM...
FSD Miles Surge 93% Quarter‑over‑Quarter, Subscribers Driving More
FSD subs grew 16% q/q (reported). FSD miles driven grew 93% q/q (looking at the chart in the deck). My take: Hard to believe. Looking for confirmation on the call that FSD miles driven grew that much quarter over quarter. If...
Only 2% of Creators Earn Real Six‑figure Incomes.
"But here’s the reality: only 2 per cent of content creators make more than $50,000 a year. The vast majority earn little or nothing. What we see on our screens is not an accurate representation of reality. It is a...
Wondery Podcast Service Ends After May 21
Wondery has a closing date: The podcast app and service will shut down after May 21.
Privacy Hardliners Overstate Incomprehensibility of Data Disclosures
The “data collection transparency is bad, actually” argument from privacy hardliners is overstated and inconsistent. First, society asks citizens to navigate complex questions as a matter of routine. We can expect a person to understand nutrition labels or traffic laws,...
Michael Jackson Biopic Targets $70M Opening, Teases Sequel
MICHAEL, the Michael Jackson biopic, is tracking for a massive $70M opening and even has a title card that teases "His Story Continues." Will Lionsgate make a sequel? "It's a sensitive topic." My story w/Mia Galuppo https://t.co/68Acds8h3K
Robotaxi Miles Surge Ninefold in Six Months
Paid Robotaxi miles basically doubled from December to March. $TSLA Looking at the chart in the deck: Sep 25: ~125k Dec 25: ~525k Mar 26: ~1.1m
Affordable Telemedicine Solutions Ease Staffing and Budget Strains
Staffing shortages + tight budgets = tough decisions. Telemedicine can help—if you choose the right platform. We break down budget-friendly options hospitals are actually using. 👇 https://t.co/rCm5j8wrKg @telespecialists @VSee @TeladocHealth @TeleMed2u @EagleTelemed #HITSM
Niall Official Joins Tomorrow's Apple Music Radio Interview
you guys have been asking... @NiallOfficial is calling into the show tomorrow to talk new music. hit the link to catch our chat in real time on @AppleMusic radio at 9am LA time tomorrow. gonna be great 👊https://t.co/4bdr4A5q06
India Tops Global Cheese Scene with Four Medals
While the world was distracted by AI, India just became the world leader in cheese.
Tesla's New Outlook Highlights Infrastructure Edge, Possible Terafab Role
The only change in the $TSLA outlook section compared to last quarter was the language: "Capacity build out and ramp related to our multi-year infrastructure initiatives, including AI compute, solar, battery material and semiconductor manufacturing are underway". My take: more infrastructure is...
US Threatens Canada Over Wine Ban Amid USMCA Talks
Carney Asada: Canada will get chopped up by USMCA renegotiation. From our early March note 👇 https://t.co/Eca6Me0P8D
Tesla Shares Rise as Margin Beats Expectations
$TSLA up 4% in part on automotive gross margin excluding credits (non-GAAP) were 19.2%, vs. 17.5% expectation.
Low‑Cost RAACM‑ER Missile Matches Tomahawk Range
New RAACM-ER Low-Cost Cruise Missile Features Tomahawk-Like Range With a range of over 1,000 nautical miles, the RAACM-ER cruise missile aims to go far while costing less. https://t.co/smNIk3Nw1d
COVID Vaccine Halved ER Visits, Hospitalizations for Healthy Adults
The report - that CDC leadership blocked after clearing scientific review - showed the COVID vaccine cut ER visits and hospitalizations for healthy adults by 1/2 last winter. It followed widely used methods, incl in a CDC flu report last...
Google Prioritizes Non‑Commodity Content Over Commodity
Very informative slide via Google's Danny Sullivan explaining the difference between "Commodity" vs "Non-Commodity" content Google prefers the later IMO, lots of evidence this is spot-on, not where Google is going in the future, but where it already is now via @ChouinardJC https://t.co/PcVtb2N7MV
25% Beta‑Cell Loss and Aging Drive Type 2 Diabetes
Researchers analyzed ~250,000 pancreatic islet cells and found that in type 2 diabetes, about 25% of insulin-producing beta cells are lost and many of the remaining ones become aged and dysfunctional. They identified dozens of genes—along with pathways like vitamin...
US Opens Tough Cuba Talks, Deadline Looms This Week
The U.S. has begun new negotiations with Cuba, presenting sweeping demands with a looming deadline later this week. Full analysis available exclusively for Analyst Tier members on Patreon ➡️ https://t.co/MG6vaQVGos #cuba #geopolitics https://t.co/Y4hhm8sZaK
No Vote Deals Major Setback to Oklahoma Sports Betting
The bill's sponsor said he will push for a re-vote, but today's no vote was a big blow for legal sports betting efforts in Oklahoma
Travel Roundup: TSA Funding, Touchless IDs, Fare Spikes
12 Things in Travel Today: — US Warns TSA Funding Will Run Out Soon — American Expands Touchless TSA ID To Hubs — Hawaiian Airlines Joins Oneworld Alliance — World Cup Train Fare Jumps To $150 — Southwest Planes Avoid Near Collision In...
Pre‑flight Drinks Skipped Due to Catering and Boarding Delays
Passengers usually don’t get a pre departure beverage due to delayed / late catering or boarding when we don’t have enough time to set up for the service on the ground and priority is on an on time departure
EU Finally Admits Oil and Gas Still Essential
The EU finally realizing it’s going to need oil & gas for long enough to justify frontier exploration.
A24 to Adapt Nick Brucker’s White Smoke with Cumberbatch
EXCLU: Even though the book doesn’t drop till 2027, A24 has optioned rights for Nick Brucker’s next novel WHITE SMOKE with plans to adapt into a TV series with Benedict Cumberbatch attached to star and produce https://t.co/3e8OOt4Dx4