$SMCI will be my last all-in long hold position prior to @anduriltech going public. Once that’s occurred I will sell my equities and commodities physically and digitally to go all-in on @anduriltech Don’t make it complicated. This is the obvious path.

BREAKING: US stocks extend gains with the S&P 500 now up over +1.5% on the day, adding +$850 billion of market cap. The S&P 500 is now on track for its biggest daily gain since May 27th.

BREAKING: US Treasury Secretary Bessent says 100% tariffs on China "doesn't have to happen" and the US-China "relationship is good." We are now on step #8 of our tariff trading playbook. Are you following our plan?

The left doesn't realize how racist they are

🚨 JUST IN: ICE has ARRESTED an illegal alien semitruck driver from India in Oklahoma, his ID said "no name given" - and ICE Director Todd Lyons is FURIOUS "It's REALLY scary. To see that on a license? 'No name given?!' And there's a 'REAL ID' in the star in the corner!" "I

Thanks for the free advertisement @NBCSNL Get Criminals Out. Make History. Save America. https://t.co/nZkBEj3GGi

🚨 Scott Jennings NAILED IT: "If I can’t trust you not to put a boy in a teenage girl’s locker room, how will I EVER listen to your plan for taxes and the economy?” "I will NOT…because I’ve already concluded you’re a LUNATIC!” 💯 https://t.co/2rujSxSPj8

There won’t be a second place. Only first and last. We have to be first @Tesla. 🇺🇸

We need to roboticize and reindustrialize. I am no longer asking.

@BasedBeffJezos Wait until you see what Tesla does with Optimus

Once you try Elon Musk’s products, everything else simply pales in comparison. Elon Musk’s products and services are so good that they make you stop using anything else. If it’s not Elon Musk’s, I simply don’t use it. And if there’s no choice because it’s a product that Elon

They really about to run it back to ATHs after taking out 80% of retail aren’t they?

You can argue about Tesla’s valuation all day. But if they crack full autonomy first, every price target under $1000 becomes obsolete. $TSLA

Goldman Sachs expects data center power demand to triple by 2030. Last week I broke down two of my favorite AI utility names $NBIS & $IREN with Charles on air. I didn’t have time to mention $CIFR but it’s in the same tier.

Thank you for your attention to this matter!

@flowersslop It’s like you donated to a non profit and they stole your money and created a for profit out of it.

DOGE has now saved American taxpayers over $214 billion. https://t.co/sXespTzhcQ

BREAKING: China says new export controls on rare earths are NOT a ban on exports, and applications that "meet regulations" will be approved. China says they are willing to strengthen dialogue to "better maintain stability of global industrial and supply chains." Are we back?

It appears that China is attempting to avoid another escalation of tensions. We continue to believe the likelihood of 100% tariffs going live on November 1st is very low. We expect to hear from Trump next. Follow us @KobeissiLetter for real time analysis as this develops.

AI4 is already performing real ride share rides with no one in the drivers seat. They delivered car autonomously with no one in it. You have to be pretty dense to still be a doubter at this point.

This is the way. 🇺🇸