$AAPL - JEFFERIES WARNS IPHONE 18 DEMAND IS WEAKENING Jefferies says demand for Apple's iPhone 18 Pro and Pro Max is deteriorating, citing shorter delivery times and falling resale prices. In China, lead times have dropped to zero, while reported component order cuts reach 10–15%. Meanwhile, the foldable iPhone Duo has 90+ day wait times.

⚠️🚨 Looks like it’s finally happening. MSCI passed its new rules to exclude non operating companies from its indexes…likely resulting in $MSTR & $MTPFL getting delisted sometime in November. The Bitcoin treasury ponzi schemes rely on passive index flows to absorb their infinite dilution. MSCI delisting alone will trigger > $2.8B in passive $MSTR selling…but more importantly reduces liquidity for Saylor to keep printing unlimited shares. It will also likely encourage other indexes to follow suit

Lmao. See you guys after midterms

my lock-up watch

If the U.S. Navy can take a civilian off the street and train them to operate a nuclear submarine in under three years, Amazon can train an American for a tech seat in the same window. Every H-1B renewal is a confession. The job was never temporary. The company had years to recruit, hire, or train a citizen. It renewed the visa instead. There is no shortage of American labor. That is a preference for lower pay and the compliance that comes from hiring VISA labor from a trillion dollar company with record profits. Dump the renewal path. Hire and train Americans. They Don't Work For You. If you trained your replacement or watched a renewal lock a seat that should have opened, say so in the comments. Like share and bookmark this. Follow and press the notifications bell for more.

For every gigawatt-thermal of fusion reactor capacity burning deuterium-tritium, you can produce 2 tonnes of gold per year by recycling the 14 MeV neutrons through mercury. The economics of a gold-breeding fusion reactor are about half revenue from gold, and half from electricity at current prices. The natural evolution of technology is to move beyond "chemistry' and into "alchemy" - nuclear sciences that involve the transmutation of elements, at energy scales and densities a million times higher than usual material science, chemistry, and molecular interaction scales. The first companies to approach this will be targeting things like medical isotopes and enriched nuclear fuel, but there's really no limit. If you think we can make energy too cheap to meter, then it becomes feasible to transmute elements at industrial quantities as raw material feedstock into the economy. Your thesis really should be that reality is programmable down to the atomic level, and that is inevitable where our technology will take us.

Yes, looks like $LQDA lost the main points - 1 and 14 of the case. Not good. Let's see where the chips fall.