Europeans: Stupid Ameritard you can’t defeat the military with an AR-15
Europeans: bring more bottle rockets the military is coming.
Me: Good thing they took all the commi.. I mean socialist’s guns away.
'Europe looks like one MASSIVE riot... Communists calling for REVOLUTION. Riot police battling masked protesters. Cities in CHAOS.'
@BenLeo delivers a blistering verdict on unrest across the continent: 'Europe is falling in front of our eyes'.
My iPhone lets me customize my Lock Screen, but App Library still has assigned seating..?
Apple, I’m asking to move an icon, not rewrite iOS. 🙄
What’s the smallest iPhone annoyance that drives you irrationally crazy 🎤?
HIMARS retweeted
🚨 BREAKING: The conservative province of ALBERTA is voting today on SECEDING from Canada — a measure supported by Treasury Sec. Scott Bessent
MAKE IT HAPPEN, ALBERTA!
The ballot asks whether Alberta should stay in Canada or start the legal process for a BINDING referendum on leaving. If "leave" wins, that vote could come as soon as 2027 🇨🇦
Bessent called Alberta "a natural partner for the U.S." and said Albertans are "very independent people"
Alberta sits on the world's fourth-largest proven oil reserves, and Ottawa's Liberals have spent a decade strangling it with GREEN NEW SCAMS
The separatists gathered about 300,000 signatures to force this vote
Mark Carney is BEGGING voters to reject it. The liberals are scared!
JOIN THE US AFTER THIS, ALBERTA
Start training people! My European friends this should be the #1 trending game right now. The fight is close to home and you need to catch up to russia they obviously have far more experienced drone pilots. This is how you start to close the gap, without actually fighting yet.
HIMARS retweeted
$NBIS $SNDK $MU $LITE $AAOI
Token demand just keeps going vertical.
OpenRouter routed 379 trillion tokens in August, up from 15T a year ago.
That’s 25x in twelve months.
The jump from July to August added 131T tokens in a single month, more than OpenRouter handled from January through October 2025 combined.
Every one of those tokens needs a GPU to run on, memory to sit in and a network to move across. This is the demand curve underneath the entire buildout, and it’s why the “AI is a bubble” crowd keeps getting run over.
People are still arguing about how OpenAI counts its revenue while usage grew 53% in one month.
The buildout is just getting started ⚡️
China is racing to build GPUs to rival Nvidia.
CXMT is reportedly raising memory prices on Huawei due to surging demand.
So why is China planning to expand memory exports instead of securing domestic supply?
Is the threat to $MU overstated, or are we missing something?
HIMARS retweeted
$500 Billion lost in the market after the Financial Times Fugazi Open AI article dropped.
Read that again.
$500 Billion wiped.
An accounting 101 error...from the… “Financial” Times
Does the market rebound tomorrow after it realizes this?
Repost this so the algos figure out how dumb they are. 😎😭🤷
Europeans: why don’t we have tech like the Americans why don’t people just invest in Europe?
Google: Invest $15b in datacenter infrastructure in Finland.
Finland: Halt stop all work.
🤦
Deluded Canadian think their economy will be bigger than US but can’t even keep up with CA the worst run state we have.
unavailable
HIMARS retweeted
I AM OFFICIALLY RESTARTING THE $1,000 TO $1,000,000 $SPX CHALLENGE NEXT MONDAY! 💸🏖️
I’M GOING TO RESTART AND LET EVERYONE FOLLOW MY EXACT TRADES FOR COMPLETELY FREE IN A PRIVATE X GROUP CHAT! 🦅☀️
LIKE, REPOST, & COMMENT “$SPX” TO BE ADDED! ❤️🔥
YOU MUST BE FOLLOWING ME TO JOIN! ☢️
HIMARS retweeted
This "awful noise pollution" line everyone says about data centers is complete bullshit.
I bought a decibel meter from Amazon and went to a data center in Ashburn, VA. Right outside of it reads at 52-54db which is not loud!
Replying to @innovationcncl
Data centers are a cancer on the earth and the country. They overtake farm land, drain aquifers and emit awful noise pollution, take away habitat from wild life
He wrote a book in 2014 predicting the collapse of the dollar system. It's called The Big Reset. Still waiting.
Meanwhile, foreign Treasury holdings just hit a record $9.37T, up $549B in 12 months. Nearly 2x what the Fed bought. That's foreigners "almost stopping."
The "QE" is reserve management bill buying, ~$10B/mo after QT ended. His own chart shows the same thing in 2019.
Doom sells. Data doesn't care.
It's Official
QE is back. Fed needs to print more money to buy more Treasuries because foreigners have almost stopped investing in US sovereign bonds
The FED invested over $300 billion in Treasuries in the last year.
ht: @JohnFMauldin
The US is running its biggest missile rearmament since the Cold War. Most people have no idea how large the numbers are.
The trigger: the Iran war. ~13,000 targets struck in the first 5 weeks. At that burn rate, the US would empty HALF its interceptor stockpile in 4 to 5 weeks. Patriot stocks were already near 25% of requirement.
The response: FY27 missile procurement request is up 188%. Standard Missile funding alone jumps $1.26B → $8.5B. Plus $21B of munitions inside the $87.6B war supplemental.
Legacy ramp (per year):
• PAC-3: 600 → 2,000
• THAAD: 96 → 400 ($35B deal)
• Tomahawk: 90 → 1,000+
• AMRAAM: 1,200 → 1,900+
• SM-6: → 500+
• PrSM: → 550
• JASSM/LRASM: 16,450-unit multi-lot buy
The startup wave:
• Anduril: 3,000+ Barracuda-500M cruise missiles for the Army, 1,000/yr starting 2027. Plus a 7-year air-launched deal for thousands more per year. Plus fielded Roadrunner interceptors and a Golden Dome space interceptor slot.
• Castelion: 500 hypersonic Blackbeards/yr guaranteed, pathway to 12,000+
• LCCM: 10,000+ low-cost cruise missiles in 3 years across 4 vendors
• USAF FAMM: 28,000 missiles planned at ~$450K each
The catch:
• Solid rocket motors sit under nearly every program. Two primary suppliers.
• Most deals are still frameworks, not finalized contracts.
• Even fully funded, stockpiles don't recover until 2029-2030.
The pattern: 2026 = contract year. 2027 = delivery year. 2029-2030 = magazines refill.
Startups own the cheap mass tier. Primes own the interceptors.





















