Pinned Tweet
I have no desire to run a paid Discord or anything, just gonna post here, build up my impressions earn some ad revenue, and if people really want to give me something just use my referrals so you get something in return!
beacons.ai/magamanx
John retweeted
POV: You’re the NVIDIA CEO and Coldplay’s kiss cam finds you 💀
JUST IN: 🇺🇸🇨🇳 Nvidia $NVDA CEO Jensen Huang sends letter to employees after being targeted by female Chinese spy:
"I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did."
"I am fully committed to NVIDIA and will work to earn back your confidence."
John retweeted
I don’t know who needs to hear this but Democrats aren’t giving you free healthcare or making gas cheaper
You were conned.
John retweeted
We asked AI to show America without any Republicans.
We Asked AI To Show America Without Republicans
Democrats when they lose: we'll lower prices, give the people healthcare, make life more affordable. No Kings. We'll protect democracy.
Democrats when they win: fuck helping the people. Fuck democracy. We're kings, subpoenas are coming and we're going to destroy everyone who disagrees with us.
John retweeted
The midterms aren’t even over and House Democrats are already threatening and telling Elon Musk and Donald Trump to “lawyer up”…
They have no intention of making your life more affordable or better.
They have one goal in mind and it has nothing to do with you.
We tried to warn you.
Their attacks are going to hand Republicans another win on 2028.
Election night 101 for $SPCX holders.
What you need to know before you panic sell or buy the dip:
1. Nasdaq futures dropped 1.35% overnight on the Texas governor race. Futures. Thin trading. 2am.
2. The fear: a new governor "ices" the data center buildout.
3. What a governor can do alone: pick grid regulators (the Texas Senate has to confirm them), push the grid operator, veto bills.
4. What needs the legislature: killing data center tax breaks, rewriting grid laws, any moratorium. Earliest that becomes law: around Sep 2027.
5. Texas was already squeezing data centers before tonight. Grid hook-ups for big new loads were paused months ago.
6. SpaceX launch licences are federal. Not Texas.
7. xAI's compute is in Tennessee and Mississippi. Both red states. Not Texas.
8. Congress likely flipped too. A blue Congress can hold hearings on SpaceX. It can't cut SpaceX funding without the president signing it. Overriding him needs 2/3 of both chambers.
9. SpaceX flew 161 of 195 FAA-licensed launches last year. 83%.
10. Dragon is the only working US crew ride. Starliner doesn't fly crew again until 2028.
11. 2016 election night: Dow futures -800. Next day the Dow closed +1.4%.
Headline risk is real. Business risk is mostly noise.
Washington can change. The need for SpaceX doesn't.
If it opens red, that's a discount, not a thesis change.
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