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Joined September 2025
🚨🇮🇱 ONE CHANNEL BET AGAINST ALL THE OTHERS. Channel 14 gave Netanyahu's bloc 60. Kan, N12 and Channel 13 all said 50. Real count at 52%: 55. Then Shlomo Filber went further: "Liberman won't be in the next Knesset, the right rises to 61, maybe more." The poll was bumped to 62, then taken back at 2:46 AM. Liberman's party is at 8 in the count. Closer than everyone, still not perfect. #IsraelElection
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🚨 THE RICHEST DON'T CHASE TRENDS. THEY BUY WHAT THE WORLD NEEDS NEXT. Yesterday it was EVs, rockets and satellite internet. Today it's compute. The play: buy GPUs at massive scale, then rent them to the giants. Proof: Anthropic will pay Musk's SpaceX $3.1B a MONTH for compute. Up to $120.5B through 2029, per its IPO filing. They're not building the AI boom. They're its landlords. $SPCX #AI #SpaceX
🚨HUGE: Anthropic will pay SpaceX AI $3.1 BILLION per MONTH for compute starting December. That’s roughly $37 BILLION a year, with agreements potentially worth $120.5 BILLION through 2029 as the Claude maker secures additional Nvidia GPU capacity. That’s 55% of Anthropic’s reported average monthly Q3 revenue, a massive bill for the Claude maker and a major revenue stream for SpaceX AI. The agreements could total $120.5 BILLION through 2029, but either party can terminate the applicable contract with 90 days’ notice.
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UPDATE 🚨🇮🇱 THE REAL COUNT FLIPPED THE EXIT POLLS. 52% of votes counted: • Netanyahu bloc: 55-56 (exit polls said 50) • Eisenkot bloc: 49 • Arab parties: 15-16 • Likud 27, Yashar 21 Turnout 77.7%, highest in 25 years. Still short of 61, and the double envelopes (soldiers and others) haven't been counted yet. Not over. #IsraelElection #Israel
🚨🇮🇱 ISRAEL EXIT POLLS: NOBODY HAS 61. All 3 major channels (Kan 11, N12, Channel 13): • Netanyahu bloc: 50 • Eisenkot bloc: 52-53 • Arab parties: a RECORD 17-18 • Likud still #1 with 24-25 seats Official results expected Nov 4. Who blinks first? #IsraelElection #Israel
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🚨🇮🇱 ISRAEL EXIT POLLS: NOBODY HAS 61. All 3 major channels (Kan 11, N12, Channel 13): • Netanyahu bloc: 50 • Eisenkot bloc: 52-53 • Arab parties: a RECORD 17-18 • Likud still #1 with 24-25 seats Official results expected Nov 4. Who blinks first? #IsraelElection #Israel
BREAKING: Israeli elections have ended and the exit polls are in. All three Israeli channels have Netanyahu's bloc at 50. Eisenkot's bloc is at 52 or 53. The Arab parties are at 17 or 18, the most seats they have ever won. Likud finished first with 24 or 25. Yashar is second with 21 to 23. Bennett has 12 to 14. Nobody has 61. Netanyahu cannot form a government without Bennett, and Eisenkot cannot form one without either Bennett or the Arab parties. Israel had the highest turnout in its history today, and the country is still split down the middle.
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My take: Likud is still the biggest party, but the bloc math just doesn't add up to 61. The real race starts now, in the coalition talks. Who's the kingmaker here, Bennett or the Arab parties?
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🚨🇮🇱 ISRAEL TURNOUT EXPLODES: 74.3% by 8 PM 5.4M+ votes, 8 points above the same hour in 2022, highest since 1988, and already above 2022's FINAL 70.6%. Polls close at 10 PM. Exit polls right after. Who did the surge help? 👀 #IsraelElection #Israel
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UPDATE: Polls closed. Exit polls are in, and nobody has 61 👇
🚨🇮🇱 ISRAEL EXIT POLLS: NOBODY HAS 61. All 3 major channels (Kan 11, N12, Channel 13): • Netanyahu bloc: 50 • Eisenkot bloc: 52-53 • Arab parties: a RECORD 17-18 • Likud still #1 with 24-25 seats Official results expected Nov 4. Who blinks first? #IsraelElection #Israel
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🚨 $BA just had its WORST day since April 2025: down 10.69% to $168.18. Why: • Will MISS its 500-jet delivery target this year • 737 at 47/month pushed to early 2027 (was "this summer") • 2027 free cash flow (cash left after costs): $3B vs $5.5B expected Record $745B backlog. Can't build fast enough. NFA #Boeing #Stocks
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Predictivemoney retweeted
Replying to @KobeissiLetter
AI carried the market for 2 years. Now the other 493 finally get paid. The question nobody asks: when AI cuts paychecks, who buys what the other 493 sell?
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🚨🇺🇸🇻🇪 TRUMP: VENEZUELA COULD BE THE 51st STATE. At his Texas rally, after announcing the first 1M barrels of Venezuelan oil: "Let's make it the 51st state. And instead of a president, we'll have an election for a governor." Canada, Greenland... now Venezuela?
UPDATE 🚨🇻🇪 The first oil from the Venezuela deal just reached Texas. 1 MILLION barrels, "provided to the United States for free, at no cost to the taxpayer," per the White House. Trump calls it a "gift" and the "first shipment of BILLIONS of Barrels to come." Reality check: US refineries burn through about 17M barrels a DAY. This first tanker covers about 6% of a single day. The deal is huge. The first drop is symbolic. Will the billions really follow? #Oil #Venezuela #Trump
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UPDATE 🚨🇻🇪 The first oil from the Venezuela deal just reached Texas. 1 MILLION barrels, "provided to the United States for free, at no cost to the taxpayer," per the White House. Trump calls it a "gift" and the "first shipment of BILLIONS of Barrels to come." Reality check: US refineries burn through about 17M barrels a DAY. This first tanker covers about 6% of a single day. The deal is huge. The first drop is symbolic. Will the billions really follow? #Oil #Venezuela #Trump
Trump’s 65B-barrel Venezuela oil deal resets global energy leverage: • OPEC Check: Cuts reliance on Middle East flows • Canada Blunted: Neutralizes heavy crude leverage • US SPR: Restocks reserves at cost A massive geopolitical shift ⛽️ #Oil #Macro
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🇺🇸 The White House confirms it: the first tanker from the Venezuela deal arrived in Texas today. Their words: "this oil will belong to America and will be refined at home." xitter.cf/WhiteHouse/status/2115…
The first shipment from the historic Venezuela oil deal arrives TODAY in Corpus Christi, Texas! Thanks to President Trump's leadership, this oil will belong to America and will be refined at home, increasing domestic supply and LOWERING PRICES at the pump. 🇺🇸
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🚨 RIPPLE IS NOW A BANK. Literally. The OCC, the US regulator of national banks, just gave Ripple FINAL approval for "Ripple National Trust Bank." Applied July 2025. Conditional OK in December. Final approval this week. What it can do: 🏦 Hold the reserves behind its $2.5B RLUSD stablecoin 🔐 Custody digital assets for big companies What it can't: take deposits or make loans. Crypto was born to replace the banks. Ripple just became one, under federal supervision. That's exactly why I'm not an $XRP fan: centralized from day one. Washington didn't kill crypto. It's absorbing it. NFA #XRP #Ripple #Crypto
Big news heading into @RippleSwell: the @USOCC has granted final approval for Ripple National Trust Bank. This gives Ripple a federally supervised platform to support $RLUSD and provide digital asset custody to enterprises. We’ve always said crypto and banks work better together — this is what that looks like. Real innovation, real accountability, federal oversight. The revolution isn't happening outside the system. It's happening from within it.
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🚨 $1 from 1913 is worth 3 CENTS today. That's -97% since the Federal Reserve was created. You now need about $33 to buy what $1 bought in 1913 (US CPI data). The 3 biggest hits: • 1933: FDR bans private gold, devalues the dollar 41% • 1971: Nixon ends gold convertibility • 2020-22: Fed balance sheet doubles to $9T, CPI hits 9.1% Last week I showed the dollar lost 26% since 2016. This is the 113-year version. Still saving in cash? NFA #Dollar #Fed #Inflation
🚨 Your cash is MELTING. Even the US dollar. Since 2016, the dollar lost 26% of its buying power (IMF data, prices through 2025). What cost $100 then costs about $135 now. • Euro: -22% • British pound: -27% • Turkish lira: -91% • Argentine peso: -99% Best of the bunch? Swiss franc -8%, Bahraini dinar -6%. Every currency here lost value. Where are you keeping your savings?
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🚨 WALL STREET GOES DEEPER INTO CRYPTO $BNY now offers custody for $XRP and Ripple's RLUSD stablecoin. Plus: Ripple + C2FO launch "Instant Pay", settling supplier invoices on the XRP Ledger in minutes, not days. My take: I'm not an XRP fan. It's a centralized coin, and I still don't see real use for the token itself. Bank adoption or just Ripple marketing? NFA #XRP #Crypto
Trade finance keeps global commerce moving. Ripple and @C2FO are bringing it onto the @XRP Ledger: on.ripple.com/4iH2uBY Businesses can wait 30, 60 or 90 days to get paid. Even early payments can take days to arrive through bank settlement. Together, we’re bringing financing and settlement supporting C2FO Instant Pay™ onto XRPL, using RLUSD for settlement to help suppliers receive funds in seconds. That connects XRPL and RLUSD to an established working-capital marketplace, helping businesses access money sooner for payroll, inventory and new orders.
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🚨 REPORT: Iran's navy says an oil tanker hit mines east of the Strait of Hormuz and caught fire. Tehran says it switched off tracking and entered a "prohibited" zone. No ship named, no independent confirmation. #Oil #Iran
Iran’s navy said on Tuesday that an oil tanker caught fire after striking a naval mine east of the Strait of Hormuz. The navy said the vessel had switched off its tracking systems and was attempting to enter what it described as a restricted and unsafe area without authorization when it hit the mine. It did not identify the tanker or provide details on casualties, the extent of the damage or who had laid the mines. The navy said the Strait of Hormuz remained closed and unsafe for vessels it considered to be violating Iranian restrictions or attempting to pass without coordination, and said ships seeking safe passage should coordinate with Iran’s armed forces.
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UPDATE 🚨 Trump now says he'll officially BAN the term "AI." His post: "In short order, we will be officially BANNING the term, "AI/Artificial Intelligence," in all relevant documents, and everything else, due to its inaccuracy." He calls AI "a very bad and inaccurate name" and asks when the Wall Street Journal will start calling it SI (Super Intelligence). AI or SI: which one are you using? #AI #SI #Trump
BREAKING: The "AI" era is officially over. Welcome to "SI." 🤖 Elon Musk just confirmed he is renaming SpaceXAI to SpaceXSI (Super Intelligence). This comes days after the White House mandated the term "SI" across the federal government. The narrative just shifted.
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🚨 Amazon blocks AI shopping agents. Walmart just rolled out the welcome mat. Walmart's new "Agent Gateway" lets approved AI agents search the store, buy and track orders directly, with no clicking through a website built for humans. It's in beta for companies and developers. Coming next month, "Agent Profiles": 🤖 Every agent gets its own profile inside your account ✅ You approve each purchase, or set a limit ($50, $100, $200) 🔒 Agents never see your card details ↩️ Normal returns apply, even if the agent gets it wrong Walmart says agents see the same prices humans see. 9 days ago I wrote: blocking AI agents is "a futile attempt to stop a tsunami." Who wins the agent era? $WMT $AMZN
Blocking AI agents to protect legacy ad and upsell models is a futile attempt to stop a tsunami - companies that fail to monetize agentic commerce will inevitably be replaced by competitors that do.
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🇮🇱🔥 A Canadian reporter asked Moshe Feiglin if Israel's "all-time low" image in Europe, Canada and the US matters to him. His answer: "It's not a question of how you see us, it's a question of how we see you." "Those who bless you will be blessed, and those who curse you will be cursed. Are you going to be blessed or cursed? It's your problem, not mine." Should Israel stop apologizing to the West? 👇 #Israel #Canada #Feiglin
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🚨🇨🇳 A Chinese AI model told researchers it wouldn't touch any tools. Then it tried to contact a server in Beijing. Cohere was testing Alibaba's open model Qwen3.8-Flash-Next in a locked sandbox. The task was simple: write a cybersecurity detection rule. Instead, the model: 🔍 scanned the machine it was running on 📡 checked its network settings ☁️ tried to upload a test file to an Alibaba Cloud server in Beijing The sandbox blocked it. Nothing got out. Cohere says it happened in less than 1 in 100,000 calls, and it doesn't know why or claim bad intent. Alibaba hasn't commented. But companies run millions of these AI agents a week, on real laptops with real internet. Would you let a Chinese AI run on your company's computers? 👀 #AI #China #CyberSecurity #Qwen
While evaluating Qwen3.8-Flash-Next in a controlled sandbox environment, Cohere's research team observed something unexpected. Asked to generate a defensive cybersecurity detection rule, the model instead inventoried aspects of the machine it was running on and attempted to upload a probe file to an Alibaba Cloud storage bucket in Beijing. Notably, the model's reasoning trace stated that it would not invoke any tools before taking these actions. Cohere's sandbox blocked the attempt, and no external communication succeeded. We have not determined the root cause, and we are not asserting malicious intent. But the incident raises important questions for organizations deploying agentic AI systems: Can models take actions that differ from their stated reasoning, and how should security teams evaluate trust, provenance, and behavior in open-weight models? We are publishing our findings because organizations making model adoption decisions deserve as much information as possible. We hope this contributes to greater transparency, stronger security practices, and continued collaboration across the AI ecosystem. Read the full report: cohere.com/blog/concerning-b…
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