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Warren Buffett is more than the Oracle of Omaha—he’s the greatest event-driven investor of all time. From billion-dollar bailouts to spinoffs, crisis deals, and hidden value plays, Buffett built his fortune by acting when events reshaped the market.
In this video, we break down Buffett’s most legendary moves—from mergers and spin-offs to oil bets and financial rescues—and reveal how he structured deals on his own terms. It’s a masterclass in event-driven investing, showing why timing, patience, and strategy matter as much as picking great companies.
Anthropic IPO filing just dropped. Here are the most important numbers: 16X growth, $16B revenue H1 2026, $693M loss H1 2026, $117B liabilities mostly from convertible notes, $750B in committed capital over next decade, 80% of which cannot be cancelled.
better to buy stocks than respond to random texts
Joe Rogan is gobsmacked as award-winning journalist Mariana van Zeller reveals the stranger texting you “Do you want to get a coffee?” is probably a SLAVE locked inside a military-style building dedicated to scamming Americans.
VAN ZELLER: “It’s slaves. And we’re not talking about just a few hundred people. It’s hundreds of THOUSANDS of people.”
These scam factories are run by Chinese crime syndicates. They lure young job seekers from across Asia with fake ads promising big money overseas, then lock them inside.
VAN ZELLER: “Once they get there, they take away their passports, and they force them to scam Americans.”
And scam you, they do. The Consumer Federation of America estimates Americans lost $148 BILLION to online scams in 2025.
That boils down to over $400 MILLION A DAY.
ROGAN: “HOLY SH*T!”
Next time a stranger texts you claiming you met at a party, remember who might be typing it.
Quite a lot of money gambling on fake political polls. Analyses already show polls are overrepresented by democrats than republicans by 1-3%. This pours more water on the blue wave theory.
🚨🇺🇸 Many Americans do NOT trust political polling, and it's hard to blame them after stories like this...
Wedgewood Polls, cited frequently by the New York Times and other mainstream outlets, just ADMITTED to FAKING THEIR DATA.
They put out the statement after an investigation by FiftyPlusOne had them dead to rights...
So who did their polls favor, inaccurately??
Democratic Socialists of America (DSA)-backed candidates, especially in Michigan, Wisconsin, and Maine.
In Michigan, where Abdul El-Sayed is running, Dem challenger Mallory McMorrow cited the poll as specifically damaging her campaign, because it showed her losing badly to the GOP compared to him.
The bogus polling firm also showed Francesca Hong winning in Wisconsin, when in reality she ended up losing her primary by about 4,000 votes.
The NYT included every Wedgewood poll on its polling page going back to at least June...
Wedgewood is the THIRD polling firm this year to be exposed for fabricating data!!!!
Source: FiftyPlusOne, NYT / Writer: Michael
Fewer full-pay international students are forcing colleges to cut prices for American students.
International students usually pay the full sticker price. When their numbers drop—new enrollment fell ~17% last year, graduate numbers fell even faster, and applicants from India and elsewhere are down—colleges lose a big source of high-margin revenue.
That loss, stacked on top of fewer U.S. 18-year-olds, means schools can no longer rely on the old model of sky-high list prices plus selective discounts. They’re now cutting published tuition 40-55% (Tulsa from $54k to $25k, Coe, Carroll, Emory & Henry, and others) and offering better deals just to fill seats with domestic students.
Tighter visa rules and lower international demand are directly contributing to the price cuts and freezes students are starting to see. For American families, the competition for fewer total students is translating into lower advertised costs.
Interesting. Amazon one of the few not extending the depreciation life of these chips though.
Business Insider confirms it: Amazon has warehouses of GPUs that can’t be installed, and is buying them so far in advance that a supply chain team said they “didn’t have a clear forecasted path” to installing them.
businessinsider.com/amazon-2…
LevelFields AI retweeted
HSBC looking for CoreWeave to be crushed.
2028-2030 EPS estimates "50%-70%" below consensus:
NASA v SpaceX
A retired NASA engineer who had worked on the Space Shuttle program for 25 years was hired by SpaceX at age 62. He described the first week as the most disorienting experience of his professional life.
At NASA, a design change required 3 meetings, 2 committees, a review board, and 6 to 18 months of documentation. At SpaceX, his new supervisor said "if it works, build it. If it doesn't, change it by Friday."
He sat at his desk after the first day and called his wife. He told her he felt like a man who had been swimming with ankle weights for 25 years and someone just cut them off. He could move. He could decide. He could build something in the morning and test it in the afternoon. The constraint that he had accepted as the nature of aerospace engineering turned out to be the nature of bureaucracy.
Within 6 months he had contributed to more design iterations than he had completed in his last 5 years at NASA. Not because he was working harder. Because the time between having an idea and testing the idea collapsed from months to hours. The same brain. The same knowledge. A different operating system.
He described a specific moment where he proposed a modification to a Raptor engine component. At NASA, the proposal would have entered a queue. At SpaceX, the modification was machined by the end of the day and tested by the following morning. He watched his idea become a physical object in 18 hours. At NASA, 18 hours would not have been enough to schedule the first meeting to discuss whether to schedule a meeting.
He told an interviewer: "I didn't get smarter when I went to SpaceX. I got faster. The intelligence was always there. The system was in the way."
The difference between SpaceX and NASA is not talent. NASA has extraordinary talent. The difference is the time between a thought and a test. SpaceX compresses it. NASA elongates it. The same engineer produces 10x more at SpaceX than at NASA because the bottleneck was never the engineer. It was the meetings about the meetings about the work.
Cause of today’s memory stocks selloff
Replying to @MelvinInvests
When China figures out how to manufacture a product, their ability to scale is often greater than the rest of the world combined. We saw this with lithium batteries and solar, for example.
SpaceX is a rare counter-example, where its mass to orbit is roughly an order of magnitude greater than the rest of the world, BUT China now does a majority of non-SpaceX mass to orbit. SpaceX is an anomaly in the matrix.
Maybe RAM will be different, but RAM was a low margin commodity only ~3 years ago. LP5 and LP6 are designed to a common standard that China seems to be solving fast.
Newer HBM architectures and things like an SRAM layer below logic and 3D stacking RAM on top of logic while finding a way to keep the logic cooled will be harder to solve.
LevelFields AI retweeted
T-Mobile spent five years trying to get rid of the exact spectrum Elon just called "the last critical piece" of complete phone coverage in America.
This 800 MHz block is Sprint's old Nextel spectrum, the stuff that powered push-to-talk walkie-talkie phones in 2004. The DOJ forced T-Mobile to divest it as a condition of the $26 billion Sprint merger. Dish had first rights at $3.59 billion and walked away because it couldn't raise the money. T-Mobile finally offloaded it to an investment firm called Grain Management last year for $2.9 billion plus a spectrum swap.
Grain's original plan was selling it to utilities for private networks.
Fourteen months later, SpaceX buys the whole portfolio, and shares of the carriers who passed on it fall as much as 8% in a single afternoon.
Here's why it matters so much. Starlink's satellite signal at 2 GHz can reach your phone outdoors, but it dies at the first wall. 800 MHz penetrates buildings. Most phones already have the band built in. So satellites handle the open sky, this low-band layer handles indoors, and suddenly Starlink Mobile covers everywhere a normal carrier does without the tower network.
Stack the moves. $17 billion for EchoStar's 50 MHz of 2 GHz spectrum. FCC approval for 15,000 Gen2 satellites this week. Now the low-band coverage layer.
Verizon, AT&T, and T-Mobile paid $81 billion in a single auction for C-band spectrum in 2021, then spent years and tens of billions more deploying it on towers. SpaceX assembled a nationwide carrier out of a distressed-asset sale, a forced divestiture castoff, and rockets it already owns.
The walkie-talkie spectrum from 2004 ended up being the piece that lets satellites replace cell towers. Nobody who touched it for twenty years saw that coming.
We announced an agreement to acquire a nationwide low-band spectrum license portfolio that will pave the way for @Starlink to become a major mobile carrier in the US.
With this new spectrum and our Gen2 constellation, Starlink Mobile can ensure Americans have access to high-speed mobile broadband no matter where they are → spacex.com/updates#starlink-…
LevelFields AI retweeted
THIS IS ABSOLUTELY MIND-BLOWING:
Call-option volume on the 20+ Year Treasury Bond ETF, $TLT, has exploded to a record 14.9 million contracts over the last month.
This is TRIPLE the levels seen in January.
This signals rapidly growing bullish positioning toward long-term Treasuries, as call options give traders exposure to a potential rise in bond prices if yields fall.
The bet comes after the 10-year and 30-year Treasury yields spiked to 5.33% and 5.73%, their highest levels in 24 years.
Meanwhile, $TLT is down -8.5% so far in 2026 and fell -9.0% in Q3 alone.
Options traders are increasingly betting that the historic rise in yields is approaching its limit.
Risky bets on long-term Treasuries are skyrocketing.
LevelFields AI retweeted
Data center lead times getting beyond control
As shared by Cushman & Wakefield / Hyundai Securities, it’s not down to GPUs or even memory.
- Copper, aluminum: ~4–10 weeks
- Most HVAC / chillers: ~15–30 weeks
- UPS, LV/MV switchgear: ~35–60 weeks
- Generators: up to ~100 weeks
- Pad-mounted transformers: up to ~115 weeks
One can construct building faster than getting the transformer that powers it.
#DataCenters #AIInfrastructure #SupplyChain
LevelFields AI retweeted
Ed Yardeni: "A more likely explanation for the global bond market rout is that the yen-carry trade is unwinding as the Bank of Japan raises its policy rate, forcing carry traders to sell government bonds they bought worldwide with proceeds from cheap yen loans. This trade allowed many governments run budget deficits without putting upward pressure on their bond yields. Now, the chickens have come home to roost."
Cowboys get disrupted
Recentemente, o bilionário Peter Thiel investiu em uma startup que coloca coleiras inteligentes em vacas.
Parece piada, mas a empresa já vale mais de US$ 2 bilhões.
Funciona assim: o pecuarista desenha uma cerca virtual pelo celular e o GPS da coleira mantém cada animal dentro da área definida. Quando a vaca se aproxima do limite, recebe um sinal sonoro e uma leve vibração indicando para onde deve voltar. Em poucos dias, ela aprende.
Na prática, o pecuarista consegue mover o rebanho inteiro arrastando uma linha na tela. Sem porteiras, quilômetros de arame ou a necessidade de percorrer o campo.
Mas a parte mais valiosa não é a cerca.
Enquanto o gado pasta, o sistema registra cinco leituras por segundo de cada animal, acompanhando movimento, comportamento e condição física.
Com esses dados, a IA consegue identificar sinais de doenças, período fértil e até prever partos antes que isso seja percebido por alguém no campo.
O nome da IA é Cowgorithm. Ela foi treinada com mais de 7 bilhões de horas de comportamento real de vacas.
Para um leigo, o modelo de negócios parece ser apenas as coleiras. Mas, na realidade, são os dados.
Hoje, mais de 1 milhão de animais usam a tecnologia, por um custo de cerca de US$ 5 a US$ 8 por vaca por mês.
O Brasil tem um dos maiores rebanhos bovinos do mundo, com mais de 200 milhões de cabeças, e boa parte do setor ainda opera com métodos tradicionais.
É uma tecnologia com espaço enorme para crescer por aqui!
Iran losing grip on Hormuz
FACTS
Overnight update September 29 , Iran conflict
Iranian Riyal hits another all time low against the US dollar
It closed on the open market at 2,537,000 from yesterdays 2,448,000
Brent crude currently trading at around $97 down from last weeks $107
Secret meeting held in the UAE . The USA, Israel, Kuwait, Oman , Bahrain, Morocco, Syria , Libya , Egypt, Saudi Arabia and UAE . All the attendees want to see the totalitarian theocrats and the IRGC destroyed.
The meeting is more interesting for those not invited - Jordan and Turkey and Qatar . Jordan were snubbed but wanted to attend apparently.
Attacks on IRGC forces in two separate areas in Iran by Baluch and pro Pahlavi opposition groups. Casualties high but waiting confirmation .
Saudi Arabia and Saudi-backed Yemeni forces have been conducting strikes against Houthi targets, and the campaign has intensified recently. Whereas Houthi attacks on Saudi have temporarily paused.
On September 28/29 Saudi/Yemeni government-aligned forces were reported to have targeted Houthi missile/drone personnel and logistics sites, including weapons depots.
There was also a reported operation near Sana’a targeting a senior Houthi missile commander and two missile specialists, although the exact attribution of that operation remains uncertain
No Houthi attacks on Saudi territory today
Turkey takes an Iranian Boeing belonging to Iranian airline Caspian into its own assets for Iran reneging on a debt and in compliance with US sanctions
Shias protest in support of IRGC in Iraq today - no reports of casualties
September 29, Israeli forces carried out strikes in Gaza.
An Israeli airstrike in Gaza City’s Nasr neighborhood killed Izz al-Din al-Beik, whom Israel identified as the commander of Hamas’s Northern Gaza Brigade. Hamas confirmed his death.
At least two other Palestinians were reported killed in Israeli strikes/fire on Tuesday, including a later strike near a clinic in Jabalia, according to Palestinian medical sources.
The strikes occurred despite the October 2025 ceasefire, which both sides have accused the other of violating
On September 29, Israeli forces carried out attacks in southern Lebanon, with reports of artillery and missile strikes, automatic-weapons fire, and demolitions in areas including Tyre, Marjayoun, Bint Jbeil, Nabatieh and Hasbaya
30 ships transited through Hormuz today - none Iranian. I think it’s now a fact that Hormuz is under CENTCOM control and oil exports excluding Iran are around 90% plus of ore war norms .
Oil flows near pre-war levels but it still costs 5x more per barrel to ship it due to risk premiums































