"In bear markets, stocks return to their rightful owners." - J.P. Morgan
Mars
Joined December 2010
- Tweets67.6K
- Following5.3K
- Followers2.1K
- Likes74.1K
dansolovei retweeted
My biggest concern is that if there is a clean sweep by Democrats of the House, Senate and Presidency in 2028, they will:
1. Make DC and Puerto Rico states to gain a strong majority in the Senate.
2. Open the borders and legalize everyone living in America illegally to cement a permanent majority.
3. Increase the size of the Supreme Court to gain an immediate majority.
This would result in America becoming a permanent one-party state and the end of democracy in any meaningful sense of the word.
All that is needed to ensure this doesn’t happen is 51 Republican senators in 2029. That is why you should vote for Republican senators this election. Other reasons are irrelevant compared to this one.
dansolovei retweeted
Our second product is called Blindsight and it will, as the name suggests, enable even those who are completely blind or have never seen to see.
It is ready from an engineering standpoint. Just waiting on regulatory approval.
dansolovei retweeted
Robotaxi updates
Service
– Operating hours are now 6am - 2am
Features
– Rear view camera feed now available to view during your ride
– Trip details can be shared with a friend
– New Live Activity design & experience
– Calm Mode dims the screen & sets cabin lighting to a relaxing state
– Grok now available on our Model Y vehicles
Accessibility
– Improved vehicle locating arrow in the app
– Added haptic feedback to assist users in finding their vehicle
– Music Control via Screen Reader
💪🫡🙏
Pèp ayisyen,
Nou prèske fin deplwaye sòlda nou yo ak ekipman nou yo sou tè Ayiti. Sa a se pa yon operasyon kont pèp ayisyen an, ni yon envazyon peyi Ayiti. Nou pa yon gwo pisans. Nou pa gen okenn enterè ni pou nou vin domine pèp ayisyen an, ni pou nou mete men sou richès Ayiti.
Nou se yon peyi modès k ap devlope. Sèl sa nou vle, se pou kat teknisyen avyasyon nou yo tounen lakay yo. Epi n ap bay gang yo yon leson, gang sa yo k ap fè pèp ayisyen an soufri, ki touye moun pèp la renmen yo, k ap anpeche l viv yon lavi nòmal, lib, san laperèz.
Se prèske nou menm sèl k ap peye pou operasyon sa a. Menmsi nou resevwa yon ti èd lojistik nan men kèk lòt peyi, se ak pwòp ti kès nou n ap kouvri 90% nan depans yo.
Sa koute nou chè, men nou te aprann nan pwòp soufrans nou: jistis ak lapè pa gen pri. Nou te pase nan menm soufrans Ayiti ap travèse jodi a. Nou te viv yon beny san ki te pi terib toujou pase sa pèp ayisyen an ap sibi kounye a. Nou konnen sa sa vle di: viv nan laperèz, pa fè politisyen konfyans, pa kwè okenn moun ki pwomèt l ap ede w. Paske pèsonn pa t vin ede nou, e moun ki te vini yo pa t gen bon entansyon nan kè yo.
Men nou te rive chape anba sa. Apre 200 lane soufrans, finalman n ap viv nan lapè, e jodi a nou se peyi ki gen plis sekirite sou kontinan an.
Nou pa vin ann Ayiti pou nou touche lajan, paske pèsonn pa peye nou pou sa. Nou vin ann Ayiti pou nou goumen kont mechan yo.
Men sa m ap mande nou: fè nou konfyans, lapriyè sèl vrè Bondye a, epi mande L pou L geri Ayiti.
“Lè sa a si pèp ki pote non m lan lapriyè nan pye m, si yo soumèt devan mwen, si yo pran chache m ankò, si yo vire do bay vye peche yo t'ap fè yo, m'ap tande yo nan syèl kote m ye a, m'ap padonnen peche yo, m'ap fè peyi a kanpe ankò.”
2 Kwonik 7:14
Ede nou ede Ayiti.
Epi lè misyon nou an fini, n ap tounen lakay nou. Petèt jenerasyon Ayisyen k ap vini yo ap sonje nou kòm zanmi ki te vin ede yon lè.
dansolovei retweeted
A year ago, Microsoft, Alphabet and Meta generated $60.7 billion of free cash flow in a single quarter. This summer, $7.4 billion.
They didn't sell less. Revenue grew 19% at Microsoft, 25% at Alphabet and 26% at Meta. What changed is the bill: $125.6 billion in three months for data centers, chips and servers, double what they spent a year earlier. Meta put 54 cents of every dollar of revenue into capex. Alphabet spent $9 billion more than it took in, its second negative quarter in a row, and this morning its stock fell 12%. If it closes down more than 9.77%, it will be its worst day after earnings since going public in 2004.
The detail that worries me most is in Google's search numbers. Search ads grew 12% and still missed expectations. Philipp Schindler, Alphabet's chief business officer, said part of the reason is that AI Mode makes less money per search. So Google is spending record sums to build a product that earns less than the one it replaces.
For twenty years these were the best businesses ever invented. You wrote the code once, sold it to billions of people, and almost every new dollar of revenue fell to the bottom line. AI doesn't work like that. Every answer runs on a chip someone had to buy and on electricity someone has to pay for. Big Tech is turning into something closer to a utility: huge upfront costs, long paybacks, and profits that depend on keeping the machines full.
That can still be a great business. But it is a different business, and investors are only starting to price it that way.
The old moat was code. The new one is cash.
A perfect Trump Maga spokeswoman 💪💎🔥
In her comedy sketch “Positive Racism,” comedian Arynne Wexler pitches a HILARIOUS spin on racial stereotypes, political correctness, and the absurdity of blurring the lines between prejudice and flattery.
Her satirical (and TOTALLY genius) jab at DEI logic portrays backhanded compliments as as a nonconventional way to check the diversity box! ✅
Arynne will have you crying so hard from laughter within SECONDS! 😭 😂
dansolovei retweeted
Leopold Aschenbrenner's prediction is coming true.
June 2024: "At some point Google will get $100 billion of revenue from AI. Probably their stock will explode. They're going to become a $5 trillion, $10 trillion company."
Today: Google Cloud +103% to $30.7B a quarter (~$123B run rate), a $561B backlog, and $GOOG at ~$4T.
dansolovei retweeted
AWS accelerated every quarter since Q1 2025 and now at almost $185 billion run rate.
Management expects 40% growth in both 2027 and 2028. This means $AMZN growth will accelerate to 16% and 18% respectively even if we assume just 10% annual growth for the remaining businesses.
The stock is at its lowest valuation ever.
dansolovei retweeted
9 of the 11 biggest one day wipeouts have happened since 2025. When companies are worth $3–4 trillion, a normal sized move produces a record sized dollar number
Great chart from @SPYJared putting today's Alphabet's drop in perspective
🫡💪 Shame we lost Brazil.
Thank you, my dear friend @JMilei! 🇮🇱🇦🇷
Javier, your friendship means a great deal to me, and your unwavering support for Israel means even more.
You are a courageous leader, a true friend of the Jewish state, and a man who stands by his convictions.
Together, we have built an extraordinary partnership between Israel and Argentina, a friendship that has spread across Latin America.
Together, we will take this friendship to even greater heights.
Thank you, my friend!
¡Viva la libertad, carajo!
dansolovei retweeted
I asked a large logistics company in Europe how they were using AI and they told me they can't use AI because of German workers councils. It was weird because I didn't ask them how they were cutting headcount. I asked them how they were using AI.
👌💎
FSD (TAD) in Europe
If you're interested in keeping up with FSD (TAD) approval progress in the EU follow this account and check out this website: fsdtracker.eu/
Progress has been so slow, but they are getting there... eventually... maybe.
