Bitcoin and drugs 🤑

Walt Disney World Now Capable of Being Operated 100% by Solar Power Walt Disney World has announced that it now has enough solar power to power the entire resort during sunny, daytime hours!

Walt Disney World Now Capable of Being Operated 100% by Solar Power

He can remember Costco $COST all he wants, but it'll still be my favorite place to shop.

a woman with a netflix logo in the background ALT: a woman with a netflix logo in the background

“There are finite limits to the magazine, and I have all the faith in the world that they’re being employed judiciously,” Paparo, who heads the U.S. Indo-Pacific Command, which is responsible for the U.S. military in that region, also said in a Senate Armed Services Committee hearing on Tuesday.

Does Chump start blowing stuff up in a few days? We shall see. But one thing is for sure, the TOFU (Trump only fucks up) trade is still on.

Interesting strategy

Power Semis, 800V DC, and GaN Mini-Note Legit differentiation in a crowded and dogshit market.

irrationalanalysis.substack.com/p/power-semi...

My comment was weirdly deleted, but it doesn't matter. $SOC is up around 10% since I made the comment, and I stand by it. It's not financial advice, it's just the reality of the situation.

CBP launched its tariff refund portal on Monday to allow importers to get money back after the Supreme Court struck down the global tariffs imposed by the Trump administration. But companies reported error messages as they tried to get through the first phase of the process.

Probably vibe coded it.

Kevin Warsh’s testimony to Congress is out early. He wants the Fed to ‘stay in its lane.’ Kevin Warsh, President Trump’s nominee to chair the Federal Reserve, will tell Congress that he wants the central bank to “stay in its lane” and focus on its task of fighting inflation.

I think Warsh may have catfished the President, and I'm totally fine with that.
www.marketwatch.com/story/kevin-...

The public data wall is real. Big AI knows how to talk but it doesn’t know how to work.

The next M&A wave will be a land grab for SaaS. Buying Atlassian or Salesforce isn't about the software. It is about owning the private logic of human productivity.

SaaS is the new oil.

On April 7, 2026, China (along with Russia) vetoed a UN Security Council resolution that would have demanded the immediate reopening of the Strait. Beijing sees the conflict as a way to highlight the risks of U.S. military "unilateralism" and is willing to wait out economic pain.

The UAE is playing geopolitical chicken with the U.S.. By threatening to switch oil sales to the Chinese yuan if they don't get a dollar swap line, they are leveraging the petrodollar’s supremacy to force a financial backstop. Help us or we help Beijing.

We’re living in a hemispheric delusion. The "screen" says oil is $95, but the "dock" where ships actually land says it’s $133. History shows the dock is never wrong.

"Jeff Bezos’ rocket company said a satellite from customer AST SpaceMobile was deployed into an incorrect orbit." $ASTS

Sam Altman Sam Altman

"After the attack on his California home, OpenAI’s Altman wrote that public anxiety about AI was justified since it would usher in more change than society has perhaps ever experienced." - wsj
blog.samaltman.com

With net migration potentially hitting negative levels in 2025, the "breakeven" for job growth has plummeted toward zero. Experts say we must recalibrate: low or zero job growth might now signal a healthy, stable labor market.

Jet fuel prices are soaring, way beyond oil costs. To offset this, airlines have hiked baggage fees. History shows these fees rarely go away, which could mean higher long-term profits for carriers even if fuel costs eventually drop.

Software stocks have sold off whenever there's been an update/new feature announced from Anthropic/OpenAI. This is ironic cuz both companies heavily relying on traditional software to run their own business. Well, that didn't happen today despite some big announcements like Claude Opus 4.7.

Because Cerebras houses compute, memory, and routing on a single giant, uninterrupted piece of silicon, the data never has to leave the wafer. Their tech could drastically reduce the total power footprint of large-scale AI workloads.

As models improve, errors become subtler and harder to spot. When AI summarizes massive docs or writes code, it creates "cognitive overhead" where users often skip verification due to time pressure and complexity. This makes it easier for hallucinations to slip through unnoticed. bit.ly/ai-brain-fry

With $MSTR, you get like a nice premium cuz strategy owns like 2-3% of all BTC.
You're basically betting that they can keep buying while being at the top of the pyramid scheme.

"As of early April 2026, the Price-to-Earnings (P/E) ratio of the broad software sector has dropped below that of the overall S&P 500 for the first time in the cloud era. "

wtf is this. Go play on the freeway jr. We have business to do.

Is WFH likely to accelerate with AI agent adoption? Yes

Is increased WFH due to AI agent adoption a tailwind for SaaS? Yes

The fundamental analysis shows a lot of noise. WFH is likely to accelerate with AI agent adoption, and increased WFH is a tailwind for SaaS, as AI agents themselves are often SaaS-based or integrate with existing SaaS platforms to enable remote productivity and collaboration.

Or
OpenAI: We have pricing power and ad potential
MSFT: We're about to make a huge windfall from owning a large stake in OpenAI, and our fundamentals are still intact.
Anthropic: We're signing up every SAAS and Financial institution, creating massive stickiness.
M&U: AI is here to stay.
Prob Mid

As a symbolic gesture, all the big SAAS CEO's should commit to only reading their Fundamental numbers and kindly end their earnings calls. $SNOW $NOW $CRM $RBRK

The Pentagon wants to put U.S. manufacturing on a “wartime footing.” Amid depleted stockpiles from conflicts in Ukraine and Iran, the administration is in talks with automakers like GM & Ford to shift factory capacity to weapons production similar to WWII’s Arsenal of Democracy.