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Segunda Mão Investimento S.A 🇵🇹🇦🇴💛🖤 Family Office

Sagres, Portugal
Joined September 2016
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we’ve seen this before
BREAKING: California voters just passed Prop 37. Buyers of newly built homes can now put down 3% instead of 20%. How: the state lends you the other 17% as a second mortgage, funded by up to $25 billion in bonds. On an $800,000 home that's $24,000 down instead of $160,000.
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Replying to @WSJPolitics
SpaceX and Tesla have prospered in Texas, because we were not constantly operating under an oppressive and extractive state government. And I need to be close to the factories, so that I can walk the floor in person. That’s why the first major SpaceX factory was in LA and first major Tesla factory was in SF Bay Area. As California became increasingly difficult, due to extreme taxes and overregulation, we moved our major domestic expansions and HQ to Texas.
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"El Estado no te da la educación que necesitas, te da la educación que el Estado necesita para generar esclavos". - Javier Milei -
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It’s not just that the building of data centers benefits US workers with jobs. It’s the output—A.I., embedded in industrial processes, that will increase US worker productivity and competitiveness. Or we can rely on tariffs, which just make imports and our lives more expensive.
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Microsoft is winding down its deal to rent AI cloud capacity from Oracle $ORCL, according to Bloomberg. Microsoft chose not to renew parts of the agreement because the capacity ran on older-generation Nvidia chips that no longer met its specifications, and it has been turning off the rented infrastructure in recent months. Oracle says demand for its AI infrastructure remains strong, including for older GPUs. Oracle shares swung from a 1% gain to as much as a 4.9% loss after the report.
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Llegamos a Argentina el 20 de Noviembre
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Le patrimoniali della sinistra radicale nel mondo indicano idee molto diverse di "ultra-ricchi". Per la Prop 40 in California🇺🇸 (bocciata dal referendum) la soglia era 1 miliardo €; per la Zucman Tax🇫🇷 100 milioni €; per Avs🇮🇹 5 milioni €; infine per Ada Colau🇪🇸 1 milione €.
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Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year to make room for increased Cybercab production
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✒️| "Yo siempre defiendo el capitalismo por el pobre, no por el rico. Yo el mensaje de Cristo lo tengo bastante claro. ¿Qué sistema trata mejor a los pobres?" - Miguel Anxo Bastos
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We're constantly told that America's national security depends on protecting our technological superiority. Then along come the self-appointed guardians of that superiority, demanding government control over one of the companies actually delivering it. What an absolutely breathtaking betrayal of common fucking sense. SpaceX has revolutionized rocket launches, made reusable boosters routine, restored American crewed launches from American soil, and built satellite infrastructure vital to national security. Yet Jonathan V. Last is entertaining nationalization, breakup, or aggressive regulation, while Robert Reich continues his crusade against Elon Musk. Apparently, America's greatest technological achievements become problems requiring government intervention when the wrong billionaire produces them. And that's where the whole sanctimonious charade starts smelling like political bullshit. Lockheed Martin, Boeing, Northrop Grumman, and RTX occupy enormous positions within America's defense infrastructure. Where's the comparable enthusiasm for nationalizing them? Where's the sudden moral panic about their private ownership? Instead, the spotlight falls on Musk, whose purchase of Twitter infuriated the same ideological circles now expressing such exquisite concern about his influence. What a conveniently selective set of principles. Consider the monumental arrogance required to watch SpaceX accomplish feats once considered nearly impossible, then decide its future belongs in the hands of Washington's political machinery. These people preach American innovation while contemplating interventions that could suffocate it. They invoke competition with China while flirting with measures that could weaken an extraordinary American advantage. And they expect applause for their fucking patriotism? This is precisely how a nation squanders its strengths: political resentment gets dressed up as strategic wisdom, ideological hostility becomes a governing philosophy, and successful enterprises find themselves threatened with extraordinary intervention for attracting the wrong enemies. The stakes extend far beyond Musk. Every entrepreneur watching this spectacle receives the same chilling message about what happens when extraordinary success collides with establishment contempt. America's technological leadership deserves something better than political score-settling masquerading as national-security expertise. Because nothing exposes the grotesque arrogance of these self-appointed guardians quite (article below)
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“El socialismo no es otra cosa que la esclavitud universal administrada por el Estado”. - Murray Rothbard -
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🌊💙 WE WERE ALWAYS BLUE
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Caveman agrees with Cavewoman to stop playing with fire
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US industrial capacity has been eroding for decades, and with it the fortunes of our middle class and to an extent, our national security. Data center development and our leadership in AI can reverse that trend, finally. Current hysteria to block all projects everywhere is a gift to China.
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True
I’m all for championing excellence over mediocrity, but it is a mistake to imply that academic achievement is the only measure of it. Jocks and prom queens aren’t the antithesis of merit and striving, and in some ways, their arenas are more “real” than academic curriculums. Fight passivity and low standards!
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To be clear, this will not slow down data centers being built. They will be built elsewhere. But it will mean America is handicapped. It will also hurt the AI beneficiaries that produce domestic supplies. The winners here are the hyperscalers that already have capacity built. Institutions that want domestic data center capacity will pay up for it.
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Caps: 234 Goals: 146 Legacy: ∞ 𝙊𝙗𝙧𝙞𝙜𝙖𝙙𝙤, 𝘾𝙖𝙥𝙞𝙩𝙖̃𝙤
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Everyone can express their own opinion in a free society, even an idiotic one. It helps us know how dumb someone is. But calling for political violence against other Americans crosses a line that we shouldn't tolerate.
At an event with Kara Swisher, Scott Galloway called for the execution of Elon Musk for being a “traitor to the west” live on stage.
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