🧵GAZA FATALITY UPDATE: Hamas issued new list of 50,021 fatalities. Findings: (a) Fatalities age 13-55 are 72% men (b) Teen soldiers confirmed; males=65% of deaths age 13-17 (c) Natural deaths are ~8,300 of total fatalities. (4) IDF targeted combatants; NO genocide. Analysis: 1/
As in prior lists, well known use by Hamas & PIJ of teen combatants as young as 13 is confirmed, with 65% of teen fatalities male. There are ~1,500 excess teen combatants recorded (Silence, of course, from so-called NGOs). Under age 10, fatalities close to 50-50 male/female. 2/
At this point it is certain natural deaths & infant mortality are included in the Hamas fatality list. After 16 months, Hamas and its "Ministry of Health" does not have a hidden separate list of natural deaths. These are ~8,300 since 10/7, based on historical data for Gaza. 3/
“The deadliest poisons don’t kill you fast. They keep you alive just long enough to call the sickness normal.” – Mark Twain
A Thread Exposing the Everyday Lies and Propaganda We’ve Been Sold🧵
1. The Sun Gave Life. Sunscreen Sold Fear.
“Sunlight Causes Cancer” — A Fear Driven Lie
🔹 They told you to fear the sun — to block it, avoid it, and hide from the very thing your biology depends on. But sunlight fuels immunity, hormones, and longevity. The real danger was never exposure. It was deprivation.
🔹 Marketed as protection, sunscreen is packed with endocrine disruptors and toxic chemicals that block vitamin D production. This was never about health — it was about profit. They demonized nature to sell you poison.
2. Big Pharma — “A Patient Cured Is a Customer Lost”
🔹 The pharmaceutical industry isn’t built to cure disease — it’s built to monetize it. Real healing ends the cycle of profit, so treatments are designed to manage symptoms, not solve them.
🔹 Natural remedies and root-cause approaches are dismissed, discredited, or outlawed — not because they don’t work, but because they can’t be patented. The goal isn’t your health — it’s lifelong dependency, and it’s worth billions.
Top Wall Street analysts are most bullish on these 5 S&P500 stocks. 🧵
I’m aligned with them on these names.
Here’s the bull case where fundamentals, positioning, and setup still look asymmetric. 👇
Non-AI usage just hit its fastest growth in 12 quarters, signaling core observability demand never broke.
Remaining performance obligations expanded 53% YoY to $2.79B, pointing to long-dated enterprise commitments.
Billings surged 40.8%, FCF margin climbed to 24%, and retention stabilized at 120%.
Expansion is quietly resetting higher.
Kokai is changing unit economics.
Adjusted EBITDA margin reached 43%, and EPS beat consensus by 125%.
Connected TV continues absorbing budget as streaming shifts to programmatic pipes.
Data clean rooms and identity infrastructure are becoming required plumbing, not optional tools.
Cloud RPO exploded to $523B, up 438% YoY, driven by hyperscaler AI capacity deals.
AI data center commitments reached $248B, setting up multi-year revenue visibility.
Database AWS and Database Azure remove friction while locking in legacy margins.
Cloud scale meets software annuity.
Run competitive analysis, size any market, conduct due diligence and build board decks in minutes.
Here are 10 advanced prompts you can use in Gemini 3 to run them free:↓
1. Competitive Landscape Positioning Map
Act as a McKinsey strategy consultant. Create a comprehensive competitive positioning analysis for [YOUR COMPANY] in the [INDUSTRY/MARKET].
Deliver the following:
1. Competitive Landscape Overview
- Identify 8-12 relevant competitors (direct, indirect, and emerging)
- Categorize each: Incumbent, Challenger, Niche Player, or Emerging Threat
- One-sentence positioning statement for each competitor
2. Positioning Map Framework
Create two 2x2 positioning matrices:
Matrix A - Market Positioning:
- X-axis: [Suggest most relevant dimension, e.g., Price Point: Low to Premium]
- Y-axis: [Suggest most relevant dimension, e.g., Product Breadth: Point Solution to Platform]
- Place all competitors and [YOUR COMPANY] on the matrix
Matrix B - Strategic Positioning:
- X-axis: [Suggest dimension, e.g., Target Segment: SMB to Enterprise]
- Y-axis: [Suggest dimension, e.g., Go-to-Market: Product-Led to Sales-Led]
- Place all competitors and [YOUR COMPANY] on the matrix
3. White Space Analysis
- Identify 2-3 underserved quadrants or positioning gaps
- Explain why these gaps exist (market dynamics, economics, capability barriers)
- Assess attractiveness of each gap for [YOUR COMPANY]
4. Positioning Recommendations
- Current perceived position vs. optimal position
- 3 specific moves to strengthen or shift positioning
- Messaging implications for each recommendation
5. Executive Summary
- 5-bullet synthesis suitable for a board slide
Format all matrices as text-based grids that can be easily converted to visuals.
Context about my company:
[Describe your company, product, target customer, and current positioning]
Known competitors:
[List competitors if known, or ask me to identify them]
2. Competitor Vulnerability Assessment
Act as a competitive intelligence analyst from Bain & Company. Conduct a vulnerability assessment for [COMPETITOR NAME] in the [INDUSTRY/MARKET].
Deliver:
1. Competitor Profile
- Business model and revenue streams
- Estimated revenue/funding and growth trajectory
- Core value proposition and target customer
- Key strengths (be objective—know your enemy)
2. Vulnerability Analysis
Assess weaknesses across 8 dimensions (rate each: Low / Medium / High vulnerability):
3. Attack Vectors
For each High vulnerability:
- Specific tactic to exploit this weakness
- Resources required (time, investment, capabilities)
- Expected competitor response
- Success probability (High/Medium/Low)
4. Competitive Plays
- 3 offensive plays: How to win their customers
- 2 defensive plays: How to protect against their strengths
- 1 flanking play: How to compete where they can't follow
5. Signals to Monitor
- 5 leading indicators that this competitor is strengthening or weakening
- Recommended monitoring sources
State your assumptions explicitly. Flag where additional research would improve confidence.
What I know about this competitor:
[Paste any information: website, product details, news, funding, reviews]
My company context:
[Brief description of your company for comparison]
These sanctions are visa-related. We aren't invoking severe Magnitsky-style financial measures, but our message is clear: if you spend your career fomenting censorship of American speech, you're unwelcome on American soil.
Our targets are foreign, but you'll notice that some collaborated with U.S. bureaucrats on Murthy-style speech suppression. Don't worry: we're pursuing transparency, truth, and reconciliation at the @StateDept, too.
Em 2018, a Receita Federal criou uma lista de 133 agentes públicos com patrimônio incompatível, movimentações suspeitas e inconsistências graves nas declarações.
Entre os 133 nomes: as esposas de Gilmar Mendes e Dias Toffoli.
O que aconteceu depois é uma aula de como o STF protege os seus. Alexandre de Moraes paralisou a investigação, afastou os auditores responsáveis e transformou os investigadores em investigados. 🧵
Tudo começou em maio de 2018, quando Iágaro Jung Martins, subsecretário de Fiscalização da Receita Federal, anunciou a criação de uma "tropa de elite" de 150 auditores para investigar agentes públicos suspeitos de lavagem de dinheiro e ocultação de patrimônio.
Na época, ele afirmou com confiança: "Não existe foro privilegiado na Receita Federal." Ele estava errado.
Os auditores testaram o novíssimo software ContÁgil, que conseguia cruzar os diferentes bancos de dados da Receita Federal.
A partir de 800 mil nomes iniciais, o sistema elaborou uma lista de 134 que mereciam maior escrutínio por apresentarem inconsistências patrimoniais graves.
Dois nomes chamaram atenção: Guiomar Mendes e Roberta Rangel.
Debating the potential risks quantum computers could pose to Bitcoin and how Bitcoin could mitigate that risk is nothing new
In 2008, several leading cryptographers, including Daniel Bernstein, published "Post-Quantum Cryptography"
🧵
[1/13]
The book starts by imagining that in 15 years time (2023) quantum computers will be successfully constructed and asks if this will kill cryptography?
The response is an emphatic no. The book goes on to describe 5 categories of quantum resistant cryptographic schemes
[2/13]
In May 2011, DWave (now listed on the NASDAQ under the ticker QBTS with a $10bn MCap) announced it sold the world's first quantum computer to Lockheed Martin, which caused some concern in the Bitcoin community, with multiple threads being created
Como CHUPAR uma buceta até tremer as pernas e quase da um derrame:
Segue a Thread:
Primeiramente que estarei falando sobre como é agradável pra mim e pras minhas amigas, pois consultei pra ter mais de uma opinião, pq eu não vou falar se baseando em uma pessoa só e é +18 obviamente
Não adianta ve chupar só por chupar, é meio bobo falar mas não adianta chupar só por chupar... você tem que estar disposto e realmente GOSTAR e QUERER chupar alguém, isso vale pra TODXS
This is a huge escalation. For the first time ever the US started sanctioning former senior EU officials, namely former European Commissioner Thierry Breton.
If anyone doubted there was a Euro-US split going on, this is yet another hostile action by the US that makes it loud and clear.
The official reason is, as expected, completely Orwellian. They sanction Breton because of his involvement in the Digital Services Act (DSA), which they claim was "extraterritorial legislation" even though it was designed to regulate content on European soil, viewed by European users.
You can perfectly disagree with the DSA for plenty of reasons. But the fact is that it was policing content shown in Europe to Europeans (wherever the content may have come from).
What the Americans are doing here however - sanctioning former EU officials for drafting EU legislation in Europe aimed at Europeans - is textbook extraterritoriality. Hence the "Orwellian" nature of this move by the US: accusing others of precisely what you're doing yourself.
Americans say this is all about "free speech", a narrative which a frightening amount of people seem to believe. When the truth is the exact opposite: this move is about ensuring American tech platforms remain the unchallenged gatekeepers of Europe's information space, free from any oversight by Europeans themselves.
And, case in point, the very fact that so many people believe this "free speech" narrative is proof in and of itself of just how effective these platforms are at shaping narratives.
For the record I'm not arguing in the least that the DSA was a good piece of legislation or that Thierry Breton is some sort of tragic hero here. What I am arguing in favor of, as I consistently do, is sovereignty. I heavily dislike the EU in its present form precisely because they systematically kowtow to the US at the expense of European interests.
That's a logical error I see way too many people make: they hate the EU for the same reasons I do and then cheer hostile actions by the US because, hey, who doesn't like to see an institution one hates under attack? But that's completely incoherent: you can't cheer the master punishing the servant if your complaint was the servitude in the first place....
Now it'll be interesting to see how the EU responds. If one cares about European sovereignty, this is not a precedent that can go unanswered, otherwise it's a very slippery slope: every time Europe passes legislation the US dislikes, the officials responsible can expect to be sanctioned.
If the EU doesn't do anything to respond forcefully it's an institutional message they send to all their rank and file: "don't do anything to anger the Americans because we won't have your back."
Sadly, I wouldn't hold my breath. The most we're likely to get is a strongly worded statement, and even that would be surprising. Which is precisely the problem: those who despise the EU for bending the knee to Washington are probably about to watch them bend the knee once more. There's nothing to applaud here.
And why it was a massive mistake for the EU to cheer extraterritorial legislations or violations of international law (like Gaza) for so long. Now the weapon they helped normalize is pointed at them. This is what a world without principles looks like - and they helped build it.
Ja, die Syrer, die ALLE laut AfD abgeschoben werden müssen:
Ein 32-Jähriger verletzte in Gießen fünf Menschen schwer.
▶️ Hassan Alothman, Syrer, stoppte die Irrfahrt mit seinem eigenen Auto. hna.de/hessen/mit-zan…
29-Jähriger hält Audi-Fahrer in Gießen fest:
Bei dem 29 Jahre alten Mann handelt es sich um Hassan Alothman.
Der gebürtige Syrer erzählt gegenüber dieser Zeitung, der Fahrer habe zuvor seinen BMW gerammt. Alothman habe ihn daraufhin verfolgt und seinen BMW vor dem Audi
abgestellt, damit dieser nicht weiterfahren kann.
‼️"Ich hatte Angst um die Menschen. Ich habe nur gehofft, dass keiner stirbt."
Hassan Alothman, der den Audi-Fahrer gestoppt hat
Alothman sagt, er sei ausgestiegen, habe mehrfach ans Seitenfenster des Audis geklopft
I can imagine the debate in the State Dept between the diplomats who know where the US is ranked in freedom of speech and the crazed right-wingers looking to own the Euros:
Diplos: You know where the US ranks in all the rankings
CRWs: Blah-blah, Rah-Rah!
1/n
DIplos. We're banning thousands of books, jailing people who post memes about POTUS, they're gonna point all that out.
CRWs. We can do what we want, it's OUR country!
Diplos: that's going to make us look stupid.
CRW: They're just €-weenies. And we're gonna OWN them good!
2/n
diplos: Yeah, but we're doing nothing at all to the countries that DO censor or don't even allow our platforms?
CRW: We LIKE those countries... China, Russia, UAE. Don't you understand, we're AMERICA, we can do anything!
3/n
مسیحی ها یک روز در سال یادشون میفته که مسیح هم وجود داره.
همون یک روز رو مثل مسلمانان سیر سیر می خورند و کل بقیهی سال رو به ارتش ضد مسیح علی الخصوص اسلامگرایان خدمت می کنند.
اسم خودشون هم گذاشتند مسیحی!
مثلا تو لهستان همهی شاغلان بردهی یک سوریه ای جهادی به اسم کسری نرمند هستند
@m_ali_aghaei مثلا تو لهستان یک سوریه ای جهادی هست که مسلمونه و تبلیغات شریعت می کنه.
صاحب دانشگاه اشچچین لهستانه و با کل اساتید زن ارگی زده. کل پلیس لهستان و سیاستمداران کشور هم باهاش خوابیدن.
پلیس هم به کون دادن بهش افتخار می کنه.
ولی رسوا نمیشه چون مسلمونه در حالیکه اپستین رسوا شد.