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Feb 11
@ElizabethFStone @_ChristIsLord @MattWalshBlog I have noticed for years transgenders have an elaborate love-hate relationship with anime and complain about the exact same things you do. You don't notice this because you're a neurotic, paranoid spastic who thinks the entire medium is inherently pornographic.
@ElizabethFStone @_ChristIsLord @MattWalshBlog Oh and just how much rarer transgenderism is to this very day in Japan, with any increases being purely due to western influence. I'm guessing you also haven't noticed how popular anime is among RWers now?
@ElizabethFStone @_ChristIsLord @MattWalshBlog @threadreaderapp unroll
Read 3 tweets
Feb 11
@jordanbpeterson @GadSaad @BretWeinstein @joerogan @ShopFloorNam
@elonmusk

@KremlinRussia_E

@BlackRock

@ADL @AIPAC
Maybe there is a true duality within religious practices, those who worship Baal in disguise and those who worship the True God, the Creator, and not a local and satanic demiurge, i.e. Baal ? Rhetorical question.
@ResisttheMS @jordanbpeterson @GadSaad @BretWeinstein @joerogan @ShopFloorNAM @elonmusk @KremlinRussia_E @BlackRock @ADL @AIPAC Abraham style sentence :

"God Bless the Good Faith, the Good Faith is a Blessing to Us",

Jesus style value :

"The consequences of their plots are their misdeeds."

"I helped vulnerable humans defend themselves, I did the right thing."
Indeed, thanks to Abraham's Good Faith, Abraham and Isaac are blessed, instead of being cursed and dead.

The link between Abraham and Jesus can be seen in this Good Faith, this Faith full of humility. Science is also full of humility, of submission to what is True.

Our modern difficulty is that we have failed to understand the bad faith of the West's adversaries.Image
Read 5 tweets
Feb 11
🚨 Eyewitness POV
(🧵1 of 4)

Carrie Prejean Boller has been removed from President Trump’s Commission on Religious Liberty by Commission Chair Lt. Gov. @DanPatrick

I was sitting directly in front of her during the hearing. The aggressive questioning of witnesses was obvious to everyone in the room, including engagements with @sethdillon and @ShabbosK

—A clear example was her exchange in this video with @ShabbosK. He handled himself with professionalism, clarity, and strength. 🔗(1 of 4)
It felt like an off-topic interrogation of distinguished individuals who came to share how their religious liberties had been violated—not a focused discussion on protecting those freedoms.
🧵 3/4
Watching personal agendas take over—including pointed engagements with Jewish witnesses while she wore a lapel pin and a combo Palestinian/USA flag pin was visible—was deeply troubling.

In my view, this was a clear departure from the vital work President Trump assigned to the Commission.
Read 4 tweets
Feb 11
The BLS just released the *final* CES benchmark revisions with this morning's jobs report.

The 2025 labor market was dramatically weaker than originally reported... and for 12 straight months, job growth was never statistically different from zero.

A deep dive with charts in the 🧵Image
The final benchmark revision for March 2025: -898k (SA), or -0.6%.

The NSA revision: -861k, or -0.5%.

The -861k revision is more than 8x the prior decade's average (-103k).

The preliminary estimate from September was -911k.

The final came in slightly less severe, but the story is unchanged.
The March benchmark is just the anchor. What matters is what it does to the full year of data.

Previously published 2025 total nonfarm job growth: +584k (avg +49k/mo)

Revised: +181k (avg +15k/mo).

That's not a rounding error. That's a fundamentally different labor market. Image
Read 12 tweets
Feb 11
The position is this:
Facilities in services (eg changing rooms in leisure centres, public toilets) can be provided on a single-sex basis under Sch 3 §§26-27 of the Equality Act 2010. There are various conditions in Sch 3 that have to be met, including that the service is.../1
a proportionate means of achieving a legitimate aim. The EA doesn’t say that services have to provide single-sex facilities, but it might be direct or indirect discrimination against women to fail to provide them, depending on the facts.../2
The relevant parts of the revised Code of Practice are essentially about how Sch 3 EA works. But Sch 3 EA doesn’t cover workplaces. They are subject to the Workplace (Health, Safety & Welfare) Regulations 1992, which require workers to be provided with toilets and, where.../3
Read 5 tweets
Feb 11
Q PROOFS and DELTAS FEB 11!
🔥💣🔥💣🔥💣
Do you believe El Paso Airport 10 Day Blackout was a coincidence? Bigger things happen behind the scenes!
EBS IS HAPPENING...WE JUST DON'T SEE IT!
(More Deltas in Comments about GITMO)
---
1.
Feb 11 Delta Q720
Do people believe all recent resignations, plane crashes, plane re_routes, EMS/EBS activations, blackouts, etc are simply a coincidence?
Why did Sessions [at the beginning] emphasize investigations/proceedings are kept confidential? Think magic.
What you see …….
Do you really believe nothing is being done?
Re_read past crumbs.
Who has the power?
Why was this emphasized in the beginning? You have more than you know.
Q
qalerts.net/?q=%23%23720Image
2. Feb 11 Delta Q740 tells us GITMO is full!
So full that another prison is being prepped!

I ask...Who was taken from El Paso to GITMO? Image
3. Feb 11 Delta Q733 - GITMO
With the El Paso news...was there a flight that left El Paso en route to Guantanamo Bay? Q had to close down the airspace? Image
Read 6 tweets
Feb 11
1/7 🚨 BREAKING: The U.S. State Department just filed a sworn record in federal court calling the UK-based Center for Countering Digital Hate (CCDH) and its CEO Imran Ahmed 'a key collaborator with the Biden administration on weaponizing the national security bureaucracy to censor U.S. citizens.'"

Not our words. The government's.

Certified under penalty of perjury. Signed by Secretary Rubio personally.

Here's what this means for every American. 🧵👇Image
Image
2/7 For 4 years they told us nobody coordinated anything.

The government was "just sharing views." The platforms were "just enforcing policies." CCDH was "just publishing reports."

3 weeks ago, CCDH told a Florida court it never even COMMUNICATED with the White House.

21 days later, the State Dept called its CEO a "key collaborator."

Both are now in the federal record. Only one can be true.

🔥 See it for yourself — what they told the court vs. what the government found:Image
3/7 CCDH's own leaked internal docs listed their priorities:

☠️ "Kill Musk's Twitter" 🇪🇺 "Trigger EU and UK regulatory action"

These aren't the words of a "watchdog." They're the objectives of a foreign organization running what its own staff called "black ops" against Americans.

And the State Dept confirmed they SUCCEEDED.

Read @thackerpd and @mtaibbi's original reporting on CCDH's leaked memo and election interference: disinformationchronicle.substack.com/p/election-exc…Image
Read 7 tweets
Feb 11
1/ I am sharing here an extract of my report on $IREN earnings. Better late than never. There's a bonus with my PTs at the end of the thread

TL;DR
Story: Unchanged. Price action: down 25%, Action: hold.

$IREN reported Q2 FY2026 results that reflect a company deep in its transformation from BTC miner to AI Cloud platform. Revenue came in at $185M (down 23% QoQ), driven by declining BTC mining as GPUs replace ASICs, while AI Cloud rev more than doubled to $17M. The net loss of $(155.4)M is almost entirely noise, $219M in non-cash/one-time items from convertible note mechanics and a debt conversion inducement expense.

The real story is what happened outside the P&L: $3.6 billion in GPU financing secured at <6%, a new 1.6GW site in Oklahoma, and $2.3 billion of AI Cloud ARR now under contract. They're on track to deploy 140k GPUs by end of CY2026, targeting $3.4B in AI ARR.

I am not concerned at all about the short term price action and holding my shares tight. If anything, I plan to add slowly as this, market wide, sell off resolves.
2/ Expectations vs. Reality Scorecard
In my expectations piece (sent before earnings), I estimated a 60% chance of positive capacity-related news and a 30% chance of a binding deal on par with Microsoft. Here's how each item landed: Image
3/ This Is What an early Infrastructure Story Looks Like
$IREN is in the messy middle of a massive transformation. The P&L looks ugly because the old business (Bitcoin mining) is being wound down while the new business (AI Cloud) hasn't fully ramped. But behind the numbers, the strategic positioning is exceptional:

They have the power (4.5GW+), they have the anchor customer (Microsoft, $9.7B), they have the capital ($9.2B raised YTD), and they have the execution track record (7+ years, 810MW operational). Only 10% of their secured power is being utilized for the current $3.4B ARR target, which means the growth runway extends well beyond 2026.

Like I've been saying to my community: 2026 and especially the next 2-3 quarters are the proving ground. Microsoft revenue needs to start flowing. The BC capacity needs to get contracted. And the company needs to demonstrate it can deploy 140k GPUs on schedule. If they execute, the revenue inflection will be DRAMATIC.

This is precisely what an early infrastructure business at scale looks like, and the hardest part (securing capital and contracts) appears to be behind them.

I am not concerned at all about the short term price action and holding my shares tight. If anything, I'll plan to add slowly as this market wide sell off resolves.
Read 4 tweets
Feb 11
Apple told me to replace my iPhone 13.
I asked Grok to fix it instead.

60 minutes later:

→Faster than when I bought it
→$0 spent
→5 simple prompts

Here's exactly what I did:
1. The "Deep Clean" Audit

"I am using an iPhone 13 that feels sluggish and 'heavy.' Act as a senior iOS optimization expert. Provide a step-by-step checklist to identify 'ghost' storage and background processes that are currently draining my RAM. Focus specifically on System Data (Other) clearing and cache-heavy apps without deleting my personal photos or messages."
2. The Thermal & Battery Throttle Fix

"My iPhone 13 is lagging, and I suspect CPU throttling. Analyze the relationship between Battery Health, Background App Refresh, and thermal management. Give me a specific 'Power Configuration' list of settings to toggle off that will reduce the heat on the A15 Bionic chip and restore immediate UI fluidity."
Read 7 tweets
Feb 11
🚨New study finds #biochar made from bioenergy crops & residues in China could remove up to 1.88 GtCO₂/yr with optimized plant logistics and dedicated biomass.

At ~$10/tCO₂, far cheaper than #BECCS, it offers a scalable, cost-effective carbon removal (#CDR) pathway.

🧵1/13 Image
2/ Biochar, a carbon-rich solid produced by pyrolysis of biomass, locks carbon into soils for decades to centuries while improving soil quality and crop yields.

Its stability makes it a promising negative emissions technology (NET) relied on in climate scenarios.
3/ The authors evaluate a hybrid system called BCBE, biochar production with biomass supply from dedicated bioenergy crops grown on abandoned cropland, plus agricultural and forestry residues.

This aims to reduce competition with food production.
Read 14 tweets
Feb 11
1/ Russian warbloggers are outraged at the Russian government's view that blocking Telegram is no big deal for frontline troops. They say it's a catastrophe heaped on the disaster of losing Starlink and that anyone who says Telegram isn't needed is talking "complete bullshit". ⬇️ Image
2/ Dmitri Peskov, Vladimir Putin's spokesman, says: "I don't think it's possible to imagine frontline communications being provided via Telegram or some other messenger. It's difficult and impossible to imagine such a thing."
3/ However, it is very much a thing, as warbloggers have been pointing out furiously. 'Callsign Bruce' provides an example of how it is used to avoid friendly fire incidents:

"I'll give you a real-life example from one of the directions."
Read 24 tweets
Feb 11
On the surface a strong jobs report (130K jobs & unemployment falls to 4.3%).

And just about every detail makes it even stronger: participation up, involuntary part-time down, hours up, wages up.

The mystery of strong GDP and weak jobs is being resolved in the direction of GDP. Image
The job growth happened despite further cuts in federal jobs. Private employment was up an impressive 172K. Image
Note, breakeven job growth is currently about 25-50K because of reduced net immigration & also more fully recovered participation. So job growth has slowed but the unemployment rate now seems to have stabilized after slowly and steadily increasing since mid-2023. Image
Read 7 tweets

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