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Joined April 2009
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Tsachy Mishal retweeted
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Tsachy Mishal retweeted
Gonna be another Either/Or Day.
Just gonna be opposite of yesterday. And the day before that. And the day before that.
Tsachy Mishal retweeted
This paragraph from $META's inside 10-q filling may mark the official announcement that the funding environment for the AI buildout has turned the corner. (HT: Barclays' Alexander Altmann)
Tsachy Mishal retweeted
🚨 BOOM: Abdul El-Sayed tried to play the VICTIM card on the debate stage, and Mike Rogers shut it down in 30 seconds.
El-Sayed called the question "shameful."
Rogers reminded him that he wore the uniform, and so did his son, his wife, his brother, and his father.
Then he said, "You can pray any way you want."
"This is about an IDEOLOGY."
He said it's an ideology that's banned in five Muslim countries and six others, and one that U.S. law enforcement worries about because it's used to fund operations overseas.
That's not bigotry. It's national security.
Tsachy Mishal retweeted
If you're buying $META here after hours and you're not sure if you're exit liquidity, take a look at this from the share class filing:
" Representatives of Moelis also noted that the Company had not yet provided its long-range plan for the Moelis and Special Committee Counsel teams to review, but that the Company’s management had orally conveyed to Special Committee Counsel and Moelis that management had previously presented three forecast cases to the Board during a regularly scheduled Board meeting in May, and that, in each case, these long-term forecasts showed the Company’s need to raise hundreds of billions of dollars over a period of several years beginning as early as fall 2026."
sec.gov/ix?doc=/Archives/edg…
Tsachy Mishal retweeted
Lectures white people about Islamophobia and then turns into an Islamophobe himself when it's time to convince black people to vote for him. Just goes to show how fake all of this shit is.
Tsachy Mishal retweeted
Upslope's Q3 2026 letter:
upslopecapital.com/s/Upslope…
Tsachy Mishal retweeted
Please give these children the pencil cases they so badly need .
Donate now at Libtard.org
Tsachy Mishal retweeted
Rioting over a lack of educational resources in France, yet somehow the looters found every luxury boutique, electronics shop and footwear store while missing every bookshop and stationery store!🧐
Tsachy Mishal retweeted
new polling shows that abdul el-sayed is underperforming with black voters
he then goes out to a gas station to do a late night shoot with spicy snacks and gatorade.
you can’t make this stuff up
Tsachy Mishal retweeted
President Trump thought war with Iran would be cheap & easy. Instead (whatever one's view of its justice) it's expensive & difficult. He can't change that now, without surrendering. In a bid to placate voters upset over high energy prices, he's shifting blame to Ukraine... 1/4
Tsachy Mishal retweeted
Forcing feminists to read this like
Hundreds of child marriages revealed in Germany - with girls as young as 11 married to Iraqis, Syrians and Pakistanis trib.al/T6ycgHY
Tsachy Mishal retweeted
Abdul El-Sayed repeatedly denied having Muslim Brotherhood family members on @MeetThePress today.
But @FreeBeacon found posts from @AbdulElSayed’s sister stating: “My family has long been Muslim Brotherhood.” She said some have been “jailed” over ties to the Islamist group.
freebeacon.com/democrats/abd…
Tsachy Mishal retweeted
New Nobel Peace Prize winner Navi Pillay basically said that the Charlie Hebdo writers deserved it for insulting Islam
Insane
Tsachy Mishal retweeted
NEW: Footage and interviews reviewed by CNN repeatedly show Abdul El-Sayed — who is set to campaign with Barack Obama — calling Obama’s presidency a failure and that the country was no better off after eight years of his presidency. cnn.com/2026/10/07/politics/…
