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May 20
It feels like we're edging closer to some big reveal. Were being served hors d'oeuvres of "declass" Executive Orders & UAP Congressional hearings, w/ Spielberg's "Disclosure Day" coming this summer.

Given this I went back and read "Roadside Picnic". Highly recommend.
(🧵1 of 3)
"My Lord, what else has to be done to us for it finally to get thru to people? Is this really not enough? He knew it wasn't enough. Billions and billions didn't know a thing and if they found out they'd act horrified for a bit and then forget all about it."
😗👌
(🧵2 of 3)
Many good themes in this short 1970s book (transhumanism, 'the soul', etc) I found the authors cuz their writing is credited for creating a new kinda strategy w/ World Leaders👇

(🧵3of3)
Full audiobook here
archive.org/details/roadsi…
x.com/s7ephen/status…
x.com/s7ephen/status…
Read 3 tweets
May 19
REPORT: Across America, farmers are reporting scenes straight out of a nightmare, mysterious boxes of ticks appearing on rural properties while infestations explode at levels many say they’ve never witnessed before.

Now those reports are colliding with documented Bill Gates-funded research into genetically modified ticks, growing fears over Alpha-Gal Syndrome, and scientific papers openly arguing it could be “morally good” to spread meat allergies through engineered tick populations.

Social media is flooding with horrifying footage of animals overwhelmed by massive tick swarms while officials wave the crisis away as “climate change.” Meanwhile, more than 450,000 Americans are already suffering from Alpha-Gal Syndrome after tick bites, a condition with no cure that can trigger severe allergic reactions to red meat.

Even more alarming, Russian biologists are now warning about so-called “mutant ticks” reportedly resistant to conventional methods and behaving far more aggressively toward humans and animals.

So why is nobody in authority seriously investigating the reports, the research, or where these infestations may really be coming from?

@zeeemedia's new report uncovers the disturbing connections raising alarm bells across rural America.
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Meanwhile, young Americans are openly revolting against the billionaire-led AI agenda.

At graduation ceremonies across the country, students are now booing the people telling them “the AI revolution” will reshape society, while quietly threatening the careers they spent years and thousands of dollars preparing for.

In back-to-back commencement speeches, executives took the stage expecting applause for their vision of an AI-dominated future. Instead, they were met with visible disgust from young people completely fed up with the tech elites already reshaping modern life around surveillance, automation, and dependency.

These students don’t sound inspired anymore. They sound betrayed.

See the moment the crowd turns on the AI sales pitch in @zeeemedia's explosive report.
Read 7 tweets
May 19
I have possession of the 75 page manifesto of the San Diego Islamic Center attack.
Turn notifications ON. He blames everything on the Jews. Image
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The attackers were NOT Trans and they blame Jewish people for everything Image
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They hated women, they were incels. Image
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Read 9 tweets
May 19
NEW: The regime change plan at the beginning of the Iran War called for installing Mahmoud Ahmadinejad, Iran's former hard line president known for accelerating the nuclear program and denying the Holocaust, as the country's new. leader.nytimes.com/2026/05/19/us/…
An Israeli strike at the beginning of the war was meant to spring Ahmadinejad from house arrest. Instead, he was injured in the strike and became disillusioned with the regime change plan.
For all you kids out there, Ahmadinejad was somebody once:
Read 3 tweets
May 19
Here’s how to identify when a deal is too risky:

Sometimes the deals you don’t do are more important than the deals you do

This 40-unit deal that I underwrote a while ago had 4 major deal breakers: Image
1. Having to take on short-term bridge debt
2. Having to execute on a full-scale renovation (40 units) during a short time span
3. Your stabilized yield is only 58 basis points above the market cap rate
4. Your stabilized DSCR is only 1.06
1. Having to take on short-term bridge debt

A negative in-place NOI means that banks aren’t going to lend on the deal (they usually need at least a 1.25x DSCR to lend). That leaves you with the options of doing the deal all cash or taking on bridge debt. Since most people don’t have $4MM lying around, that means bridge debt

Not only does bridge debt come with a higher interest rate (likely 10-12% right now), but it comes with a shorter time-frame (usually 12-24 months, rather than a 5-year timeframe for standard bank debt)

This may seem insignificant but it’s actually the single biggest risk you can take on in a deal

- Debt is the #1 reason RE investors go under
- The more highly levered you are, the more likely you are to go under (bridge debt is usually highly levered)
- You have less than half the time you’d normally have to execute your business plan before needing to sell, refi, or recap. Massive difference

This single item alone significantly elevates the risk profile of the deal. You need to demand a healthy return for any deal that requires bridge debt
Read 7 tweets
May 19
The BARE MINIMUM you do to a criminal defense lawyer who signs a non-prosecution agreement with HIS OWN CLIENT is disbar him.

But that is insufficient for Todd Blanche, who took an OFFICIAL ACTION as acting AG as part of a BRIBE to hold his job permanently.

He must be indicted. Image
It gets worse. This breaking news confirms Blanche knew Trump had no case against the IRS when he gave his client $1.8B in taxpayer cash and promised never to prosecute him. Blanche will now become permanent AG. This is a criminal bribe—a TEXTBOOK example. thedailybeast.com/trumps-18b-slu…
To put a finer point on this: the Attorney General of the United States is a felon. Not a minor thug, but a felon who committed one of the most serious offenses identified in the text of our Constitution...in broad daylight.

This wasn't bad judgment; it's worthy of imprisonment.
Read 5 tweets
May 19
A brief snapshot of 13-F activity in a few of our written-up names. $ASTS saw a higher percentage of buyers than sellers, but greater net selling. Image
Gotham trimmed their small position, while Tudor became a new investor in $ASTS. Q1 also saw the three biggest holders of $FTAI trim their positions, including Owl Creek, while Alyeska, a PIPE investor in another of our holdings ($MRLN), increased their position.
It's best not to read too much into quarter-to-quarter disclosures, as different mandates and incentive structures create the conditions for different investement frameworks. But it is always interesting to see institutional money's activity.
Read 3 tweets
May 19
Codex has officially paid for itself on the $100 plan..

A week ago I asked it to go make me $5. In one day, it found several legitimate open-source paid tasks, and picked the ones that looked real, it wrote the all the code, opened PRs, handled maintainer feedback, kept my payment details private, and helped route the payouts back to me.

Most of the time after that was just waiting on maintainers to review, merge, and pay.

So far, three of those jobs have paid out: $16.88, $6.80, and now $75.

Total: $98.68.

That’s about a $986.80/month run-rate based on the three-day window, or about $1,480/month if you count the active work as roughly two days.

One of the funniest parts - in one email thread, I asked why they don’t use Codex for this kind of work, and they basically said it’s “not really good enough yet” without realizing Codex had already done the work they were paying me for.

This feels like a very early glimpse of where work is going.

Also a ton of people, ranging from OpenAI employees, really big influencers, and a lot of people who follow me, have asked me what my prompt is and I feel disappointed in telling you all. It's literally a poorly worded two-sentence prompt that basically just says, "Make me $5 and do what you are good at!"Image
@jxnlco codex is the first thing ive bought that pays for itself autonomously
Of course there will be a lot of people who doubt this is real. Here is me asking Codex directly, basically putting it under oath to verify that everything it did was autonomous, that the people it found were completely autonomous and random, and that it had done all the work. As I also have no idea what Codex even did to make money short of reading some snippets from GitHub.

Also I'm sure the people at OpenAI can control F this thread on Codex internally and verify quite quickly that it is real.Image
Read 4 tweets
May 19
1/54🧵Thanks for completely ignoring the other information I presented regarding Asad killing Palestinians en masse, but I don't expect a Mate glazer to be a critical or a thorough "Journalist". Here are the lies about Syria that Maté spewed in your softball interview.👇🏻
2/ Douma witnesses who testified in The Hague say Russian officers forced them to lie about the 2018 chemical attack. They say they were flown to Moscow, made to sign false statements, and can now testify freely after Assad’s fall.
@coalanreport:
3/Maté’s entire Syria chemical weapons narrative rests on presenting the OPCW Douma controversy as the scandal of the century. In reality, the OPCW Fact Finding Mission was established in 2014, years b4 Douma, meaning the investigative framework already existed long before 2018.
Read 56 tweets
May 19
There is a video going around of the shooting, taken by the two shooters. I will describe what is noticeable in the videos. Do not read this thread if you are not compatible with descriptions of gore or violence.
The two shooters livestreamed the attack on Discord. A viewer recorded it from another device, then started another livestream, also on Discord, and the person viewing that second stream screen recorded the second livestream. I will not be posting the video out of respect for the
deceased but it can be found with some searching. It is 10 min 24 sec long and has no audio. There are skips in the original video so the final clip can't be used consistently to determine what happened exactly.

The gunmen start by driving into the Mosque's main parking lot in
Read 11 tweets
May 19
“The night of January 20, 2010… James Bopp Jr. went to bed… having no particular reason to believe the next morning would be different.” Three men slept. None knew the country was about to wake up with no upper limit on corporate political spending.

skeletonattic.substack.com/p/piece-4-part…
“The architects know. The country finds out on Thursday morning.” Citizens United wasn’t a thunderclap. It was the last rung of a ladder built over thirteen years.
Bopp didn’t win his way to the Supreme Court — “he lost his way there.” Each defeat sharpened the next argument. Each “small carve‑out” was another rung.
Read 9 tweets
May 19
open sourcing Marlin-2B 🐟
a tiny VLM to extract structured information from videos

Marlin is finetuned for two questions devs want to ask in their videos: what is happening, and when?

Best open model in its weight class, competitive with Gemini-2.5-flash at only 2B params 🧵
Marlin was trained on two modes:

1. marlin.caption() returns a structured Scene + Events JSON with second-precise timestamps.

You can use it to caption ig reels, index a video library or give your agent context of what happened and when in a video feedImage
2. marlin.find() returns (start, end) timestamps for any natural-language query over a video.

fast enough to run inline in an agent loop, you can use it to locate sub-second moments in videosImage
Read 6 tweets

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