Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ (@ObserveNupdate) header
Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ (@ObserveNupdate) profile picture

Focused on the economy, politics, financial markets, and the implosion of the AI bubble.

Virginia
Joined March 2017
Photo by Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ (@ObserveNupdate)Photo by Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ (@ObserveNupdate)Photo by Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ (@ObserveNupdate)Photo by Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ (@ObserveNupdate)Photo by Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ (@ObserveNupdate)Photo by Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ (@ObserveNupdate)Photo by Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ (@ObserveNupdate)Photo by Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ (@ObserveNupdate)Photo by Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ (@ObserveNupdate)Photo by Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ (@ObserveNupdate)
Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
Organizations led by dominant leaders always end with a power vacuum. When there can only be one lead singer, no one else is ready for the spotlight. And in the case Nvidia - with 60 direct reports - there aren't even back-up singers. It's more like a Jensen and a choir.
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Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
Last week, Ron DeSantis called Mitt Romney a "total squish." @jaynordlinger sees it differently. On impeachment, Ukraine, and January 6, he finds that Romney has shown the spine DeSantis lacks. thenextmove.org/p/romney-andโ€ฆ
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Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
Ukraineโ€™s international borders - you know, the ones before Russian invasions - were recognized in a formal Russia-Ukraine Treaty signed by President Putin and ratified by the Russian Duma.
As negotiations resume, I want to remind all my fellow journalists that there is no such thing as a "territorial issue," a "territorial dispute," or "fundamental disagreements over Ukrainian territory" in the context of russia's war against Ukraine. There is the sovereign, internationally recognized territory of an independent nation that has been invaded by an aggressor. Whatever discussions take place regarding Donbas, journalists should use accurate terminology, such as "russian territorial ambitions," "discussions over russia's territorial demands," or "russia's aggressive territorial claims." These are not even negotiations per se. They are more accurately described as discussions in which the aggressor is essentially presenting its demands to the victim of its aggression. There should be a genuinely impartial third party mediating these talks. Instead, Europeans are being excluded from the trilateral format, while the U.S. has clearly taken russia's side. Key issue to watch: Whether negotiators can achieve concrete progress on security guarantees and de-escalation measures without legitimizing russia's occupation of Ukrainian territory or pressuring Ukraine to surrender parts of its sovereign territory as a condition for peace.
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Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
Counterintelligence efforts have been reduced by like 50% in the past two years. If you think Jensen Huang is the only target you would likely be wrong.
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Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
CoreWeave free cash flow last 8 quarters.
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Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
๐Ÿ˜‚
BREAKING: Photo released of Jensen Huang dining with a Russian spy.
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Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
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Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
โ€œ.. Trump was told aboard Air Force One in May en route to China that the United States had obtained sensitive intelligence showing that Nvidiaโ€™s chief executive was in a relationship with a woman believed to be a Chinese spy ..โ€ ๐Ÿ‘‡๐Ÿผ nytimes.com/2026/11/10/us/poโ€ฆ
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Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
โ€œSeveral US government agencies pushed for Singapore-based Megaspeed to be included on the so-called entity list of groups connected to China that allegedly posed national security risks .. But the commerce department, which chairs the panel overseeing the list, sought over the past two months to delay new inclusions ..โ€ ๐Ÿ‘‡๐Ÿผ ft.com/content/afb6c960-a910โ€ฆ
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Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
A tanker carrying Russian diesel that had briefly signaled the US made a U-turn about 400 nautical miles off New York, compounding uncertainty over deliveries to the North American market #MacroEdge
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Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
Are you?
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Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
Taps the sign. Itโ€™s all so stupid. Russia should have no say in Ukrainian or European security structures any more than a local burglar should have a say in your home security system. Every concession makes more Russian aggression more likely and more likely to succeed.
It's all been bullshit. All of it. Diesel, energy deals, peace negotiations, everything between Trump Co. and Putin's mafia is a charade. All they're doing is laundering money and trying to lift sanctions. It's all they care about and all they know how to do.
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Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
It's all been bullshit. All of it. Diesel, energy deals, peace negotiations, everything between Trump Co. and Putin's mafia is a charade. All they're doing is laundering money and trying to lift sanctions. It's all they care about and all they know how to do.
The Trump/Putin deal gets worse. According to reports, the US was also offering $100 billion of frozen assets (that are in the custody of the EU) in exchange for a limited ceasefire. kyivpost.com/post/86720
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Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
Replying to @KeithMcCullough
@KeithMcCullough and I just got a real-time update from @Mike_Taylor1972 calling the updated Anthropic monthly numbers in the S-1 a โ€œfive alarm inferno fireโ€
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Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
At the heart of everything they do is either corruption or incompetence. Sometimes it is a synergy of incompetent corruption.
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Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
โ€œHe said he absolutely no idea that the person in question was a spy." Well thatโ€™s kind of the point of being a spy. The question isnโ€™t what Huang knew. The point is our government knew she was a spy. Trump didnโ€™t care. He did nothing. Trump: Making Chinese Spying Great Again.
Q: "When you went to China earlier this year in May, did you know about these alleged ties with the Chinese spy then?" Trump: "No, I didn't hear about it then, but a lot of people have heard about it, and Jensen totally denies that. I asked him todayโ€ฆHe said he absolutely no idea that the person in question was a spy."
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Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
Why are you part of this negotiation in the first place? You have no relevant experience and massive conflicts of interest.
President Trump is determined to bring an end to this horrible war, which has caused enormous loss of life, destruction, and suffering. We are working hard to find a negotiated solution that can deliver lasting peace and create the conditions for a sovereign, secure, and prosperous Ukraine within a more stable European security environment. Before beginning the two days of trilateral talks with Ukraine and Russia in Abu Dhabi, @SEPeaceMissions and I will meet with our partners from Ukraine, the EU, NATO, Germany, France, the United Kingdom and Italy to continue the close consultation and coordination we have undertaken on European security and Ukraineโ€™s postwar future over the past several weeks. These will be the first trilateral talks since February. Building on our separate consultations with both sides, our objective is to bring Ukraine and Russia together to discuss directly their postwar security concerns, proposals, and potential solutions. We hope these discussions will identify areas of common ground, advance practical solutions, and build momentum toward the next phase of negotiations. Ultimately, achieving a comprehensive and lasting settlement will also require direct engagement between Russia and our European partners on the broader security arrangements that affect them. We hope the discussions in Abu Dhabi will create the conditions for that engagement to begin in the near future, as part of a broader multilateral process. Our work has focused on four interconnected priorities: ending the fighting, developing credible postwar security guarantees and arrangements that reduce the risk of renewed conflict, preparing a comprehensive economic and prosperity plan for Ukraine, and advancing humanitarian measures to alleviate suffering and address the human consequences of this war. Together with Ukraine, the EU, and other European partners, we are working to address Ukraineโ€™s substantial postwar fiscal and reconstruction needs, support critical infrastructure, attract private investment, and create the conditions for long-term economic growth and self-sufficiency. We are also working with the parties on important humanitarian issues, including the return of prisoners and civilians, and practical measures to alleviate suffering and reduce the human cost of this conflict. An important part of this process is encouraging all parties to begin thinking seriously about what comes after the war. By discussing postwar security, economic recovery, and the mechanisms needed to prevent future conflict, we hope to shift the focus from managing the war toward building the foundations for a durable peace. The existing European security agreements and institutions provide an important foundation for this work. We want to build upon what has worked, identify where existing mechanisms have fallen short, and what practical improvements are needed to make them more effective in the future. Our discussions will focus on stronger consultation, reliable crisis communications, greater military transparency, and reciprocal measures to reduce escalation risks, while fully respecting the sovereignty and independent decision-making of every nation. This is an extraordinarily difficult and complicated conflict. We recognize the difficult decisions ahead and are approaching these discussions with determination and realism. Our hope is to make meaningful progress, establish a practical pathway forward, and help create the conditions for a lasting peace.
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Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
37 years ago today, Berliners poured through border crossings that had separated East and West for 28 years. Families were reunited, and thousands filled the streets to celebrate. Part of the Wall still stands on Bernauer StraรŸe. If you visit Berlin, don't skip it.
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Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
Who would believe Putinโ€™s promises? Who would believe Trumpโ€™s security guarantees? Both men are serial liars and fantasists and have been consistently on the same side to dismember Ukraine for profit. Itโ€™s all garbage to delay necessary action by Europe and the US Congress.
๐Ÿšจ The U.S. has asked Russia to accept U.S. and NATO security guarantees for Ukraine modeled on Articles 4 and 5. A U.S. official tells reporters on a call: โ€œWhat they would be getting would be effectively very similar to NATO.โ€ โ€œI think right now there's definitely security guarantees that we'll discuss. Again, we'll see what President Trump decides if he wants to grant it. Getting a U.S. security guarantee is a really, really big deal. But, but that'll be up to him and President Zelensky to discuss.โ€
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Mark ๐Ÿ‡บ๐Ÿ‡ฒ ๐Ÿ‡บ๐Ÿ‡ฆ ๐Ÿ‡จ๐Ÿ‡ฆ retweeted
Trump has done many rotten things to the American republic. Lying about elections โ€” and causing millions of people to distrust legitimate results โ€” may be the worst.
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