Tesla shareholders voted YES for Elon's pay package. It was a landslide with 75% of the votes in favor.
Apple is paying Google $1BN a year for a Private Gemini (Google AI). Big win. Soon SIRI could be fixed after years.
Now Google are looking into Anthropic which is hammering OpenAI in teh Enterprise... GOOG is a big Enterprise player.
Grok still has the most training compute
and it is coherent!
They continue to scale. They will be hard to catch. Google has a shot with Gemini.
Here are the top assets for the past 365 days.
Tesla has started testing the Cybercab on public roads near Giga Texas.
Rem this is a 2 seater so no safety person in passenger seat.
The Robotaxi era is getting closer to mass production.
Source: Invest Answers
Breaking down the United States debt debacle.
The U.S. debt crisis is deepening:
Total U.S. debt surged to a record $98.8 trillion in Q2 2025, equivalent to 324% of GDP.
Federal debt climbed to nearly $38 trillion over 123% of GDP.
Nonfinancial
corporate debt rose to $21.9 trillion, about 72% of GDP.
Financial corporate debt stood at $20.9 trillion, equal to 69% of GDP.
Household debt hit $20.5 trillion, roughly 67% of GDP.
America has never been this indebted.
USA is now spending 1.22 trillion annually on unrest on its debt. With the government piling up ever increasing debt, there’s no realistic way to control interest rates. The soaring interest expense only accelerates the debt and deficit spiral, making the problem exponentially worse. There is no escape.
Each American Taxpayer (rem only 50M pay any real tax) is now paying $24K a year in Interest.
China does the dirty work that the rest of the world wants and purchases but won’t do themselves.
Thus my comment, it can kick you in the teeth.
A very positive ₿TC sign this morning. ₿TC flipped positive (blue on my chart) on the 4hr timeframe and decisively broke above the 200 day moving average.
Anything is possible with ₿itcoin. Just when you think you have it figured out, it does something that you never thought of or could conceive. That also means it can really kick you in the teeth. Stack sats and stay healthy.
The tech industry GDP miracle. At a 2% annual GDP growth, a $100 trillion economy grows to about $202 trillion over 72 years. At 4%, it reaches approximately $1,600 trillion—nearly eight times larger. David Sacks might have presented the math more clearly to make the contrast more compelling.
The point is Tech is all... not just current GDP Growth but also Future Growth. Sustaining higher growth through innovation is the surest path to collective wealth and enduring prosperity.if you exclude tech the GDP numbers are 0.1%.
Source: Invest Answers
Investors are piling into defense stocks:
Aerospace & Defense ETF inflows hit $8.2 billion in the first three quarters of 2025.
That’s a +573% surge compared to 2024.
Monthly inflows peaked at $1.6 billion in June, before easing to $634 million in September.
The boom has spurred 17 new Aerospace & Defense ETFs launched in 2025—up from just 2 last year.
Investor appetite for defense exposure is stronger than ever.
Big jump in government, ETF, and Treasury holdings since the last update.
These three now account for 14.41% — and climbing.
Not much left to be mined. Just 1,065,807 over next 120 years.
US debt is now closing in on 38 trillion. Mid-August: U.S. debt crossed $37 trillion for the first time.
With only about 50 million Americans paying any meaningful level of tax, that’s roughly $760,000 in debt per taxpayer.
This is no joke. The U.S. is now adding $1 trillion in new debt every 10 weeks — and accelerating.
Historically, Bitcoin’s October gains are backloaded. The market tends to wake up after mid-month, and that’s when the big moves happen.
Circumstances do not matter, only your state of being matters. Circumstances are the result of state of being. State of being is not the result of circumstances. You may choose to create circumstances that reinforce certain states of being but the state of being is what caused the circumstances and thus the circumstances are illusionary, not real, just a reflection, a hallucination, a projection. Thus then, when you see circumstances, neutralize them, be neutral to them. Do not imbue them with meaning that you do not prefer. Take a moment of pause and then infuse them with the meaning that you do prefer so that they can then give you the effect that you prefer 💫🌹🥰
We are our governments. There is no separation.
Thirty OpenAI customers have each processed over 1 trillion tokens, showcasing how deeply AI is embedded across industries in 2025. The list includes leaders like CEOs, CTOs, and VPs from both startups and major enterprises.
1. Broad Industry Adoption from companies like Duolingo, Canva, Uber, T-Mobile, Shopify, and WHOOP are integrating AI into products
2. Established legacy firms such as Salesforce, Zendesk, and Datadog drive the largest token use, applying AI to revenue-critical systems, while startups like Perplexity and Cognition push innovation.
3. Over half the listed contacts are top executives, showing company-wide commitment. OpenAI even awards plaques for the 1T-token milestone, marking AI as central to product-market fit.
The term "Gigawatt AI training cluster" refers to a data center capable of consuming one billion watts (1 GW) of power, a massive leap from the 300 MW used by xAI's Colossus 1, built in Memphis in 122 days with 200,000 H100/H200 GPUs.
Energy usage for Colossus II could range from 1 GW continuously, translating to 24 GWh daily, depending on operational efficiency and cooling demands, far exceeding the 2.4 GWh daily of Colossus 1.
Estimates suggest Colossus II might house at least 700,000 GPUs, based on speculation of B100 chips with 1,400 kW each, surpassing the 200,000 GPUs in Colossus 1.
Compared to other clusters, Colossus II is 5 times larger than Colossus 1 in compute power and outpaces all others by a wide margin... OpenAI's and Meta's planned gigawatt-scale are years from completion. xAI will be (and already is) miles ahead of the closest competitor by then.
Global M2 hit another new ATH. We know what follows. Things are looking good for Q4. Ignore the bears and keep stacking sats.
China’s stock market is booming while the economy slumps. Consumers are cutting back, home prices are falling, and profits are shrinking — yet stocks hit a 10-year high. The reason is liquidity: with few safe alternatives, investors are pouring money into equities, driving prices up.
Fed Governor Cook fired.
MSTR uses the ATM to buy another 3,081 BTC. Strategy has acquired 3,081 BTC for ~$356.9 million at ~$115,829 per bitcoin and has achieved BTC Yield of 25.4% YTD 2025. As of 8/24/2025, hodl 632,457 $BTC acquired for ~$46.50 billion at ~$73,527 per bitcoin.
$310 million from common $MSTR ATM.
$357 million in total.
Nav Prem 1.44
Oops. I added the wrong link in my last post. Correction:
Masters covering masters AND at one of the best venues in America.
https://www.youtube.com/live/l09P6tlrH1s?si=LrCuyBNPPSoz5uOt
Masters covering masters AND at one of the best outdoor venues in America.
There are way more sellers than buyers which means the sellers are getting desperate, which means you can place low ball bids on places and odds are you will get a fill. I would only be looking at real estate if I was looking for a home to buy and live in. Otherwise, ₿uy ₿itcoin.
August is always a down month under these charted conditions.
The way to visualize Tesla S curves. Some S-Curve revolutions pass us by. I wont let this one.
MicroStrategy does a 46,000% earnings.
China fully understands the power of the sun, the great nuclear reactor in the sky. 464GW is like creating 464 Nuclear Reactors and they did it in just 12 months! That's more than the total EU solar capacity as of 2024 (338 GW) and DOUBLE the total US solar capacity (229 GW). All this while the Trump admin is turning its back on solar.
I come for the memes and stay for the charts.
Nothing stops this train.
Can’t ever come down 🤪
https://open.spotify.com/track/276zciJ7Fg7Jk6Ta6QuLkp?si=YMzo3IVgRjijI4n5mscVrg
₿ring it on 🤩
