Most recent unrolls from @ThreadReaderApp
This is only the beginning.
He has no plans to leave office or allow free elections. Nor are his plans hidden—they're all unfolding in plain sight.
The Insurrection never ended and the Christofascists won't stop until our democracy is gone.
Choose who you'll be in this moment.
He has no plans to leave office or allow free elections. Nor are his plans hidden—they're all unfolding in plain sight.
The Insurrection never ended and the Christofascists won't stop until our democracy is gone.
Choose who you'll be in this moment.
If I had told you a year ago that Marjorie Taylor Greene wouldn't be radical enough for MAGA, nor Lauren Boebert, nor Thomas Massie, nor John Cornyn, nor the senator-doctor who made Kennedy Jr. DHHS chief... if I told you he would be openly stealing our money to fund terrorism...
If I told you he'd be on his fourth war. If I told you he'd be deporting citizens, even killing us in the streets. If I told you he'd demolish the White House. If I told you he'd declare himself the arbiter of when America goes to war. If I told you he'd be an open war profiteer.
中国不動産市場の現在の姿とは？
✅「初日完売」報道の裏側
中国不動産『回復』の演出
※長文になります
参考資料、ニッセイ基礎研究所
中国の不動産関連統計（26年4月）～不動産販売の減少幅が前月から拡大
nli-research.co.jp/report/detail/…
✅「初日完売」報道の裏側
中国不動産『回復』の演出
※長文になります
参考資料、ニッセイ基礎研究所
中国の不動産関連統計（26年4月）～不動産販売の減少幅が前月から拡大
nli-research.co.jp/report/detail/…
まとめ
5月は中国不動産市場に関する記事やレポートが殺到し、多くの都市で物件が「完売」し、市場が回復したと主張した。
しかし、国家統計局と中国人民銀行の最新データによると、2026年1月~4月で、新築住宅の販売面積は前年同期比10.2%減、売上高は14.6%減だった
5月は中国不動産市場に関する記事やレポートが殺到し、多くの都市で物件が「完売」し、市場が回復したと主張した。
しかし、国家統計局と中国人民銀行の最新データによると、2026年1月~4月で、新築住宅の販売面積は前年同期比10.2%減、売上高は14.6%減だった
また、4月の中国居住者向け新規融資額は7,870億元減で、前年同期比50%減となった。
新規不動産購入の減少、不動産市場の深刻な供給過剰、そして依然として高い135.3%の債務対所得比率
これら3つの主要要因が相まって、中国不動産市場の下降傾向を覆すことは困難となっている。
新規不動産購入の減少、不動産市場の深刻な供給過剰、そして依然として高い135.3%の債務対所得比率
これら3つの主要要因が相まって、中国不動産市場の下降傾向を覆すことは困難となっている。
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.
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.
There are two financial systems—one for the connected, and one for everyone else.
While most people struggle to grow their savings, the wealthy have been quietly multiplying theirs through crypto.
Now, that advantage can be yours.
DailyPulseCrypto.com 👈
Animus AI, available through BlockTrust IRA, analyzes market data and executes trades with precision most investors simply can’t match. Since 2022, it has outperformed Bitcoin by 250%.
In 2025 alone, it helped create over 80,000 new millionaires.
Right now, you can get $2,500 in bonus crypto when you open a qualifying account.
Start here: DailyPulseCrypto.com
While most people struggle to grow their savings, the wealthy have been quietly multiplying theirs through crypto.
Now, that advantage can be yours.
DailyPulseCrypto.com 👈
Animus AI, available through BlockTrust IRA, analyzes market data and executes trades with precision most investors simply can’t match. Since 2022, it has outperformed Bitcoin by 250%.
In 2025 alone, it helped create over 80,000 new millionaires.
Right now, you can get $2,500 in bonus crypto when you open a qualifying account.
Start here: DailyPulseCrypto.com
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.
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.
I have possession of the 75 page manifesto of the San Diego Islamic Center attack.
Turn notifications ON. He blames everything on the Jews.
Turn notifications ON. He blames everything on the Jews.
The attackers were NOT Trans and they blame Jewish people for everything
They hated women, they were incels.
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:
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:
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
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
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
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.
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.
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.
This wasn't bad judgment; it's worthy of imprisonment.
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!"
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!"
@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.
Also I'm sure the people at OpenAI can control F this thread on Codex internally and verify quite quickly that it is real.
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:
@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.
URGENTE: Le pedí a Claude que optimizara mi perfil de LinkedIn.
El resultado fue mucho más allá de una simple mejora: convirtió mi perfil en un auténtico imán para reclutadores.
Aquí tienes los 8 prompts exactos que utilicé:
El resultado fue mucho más allá de una simple mejora: convirtió mi perfil en un auténtico imán para reclutadores.
Aquí tienes los 8 prompts exactos que utilicé:
⚠️ Antes de empezar, solo quería avisarte que junto con @adamaestr0_ y @ecommartinez, hemos reunido y categorizado 900+ herramientas de IA!
Es un verdadero diccionario IA para tu vida diaria.
¡Y es gratis! 👇
alejoxadam.beehiiv.com/c/900-herramie…
Es un verdadero diccionario IA para tu vida diaria.
¡Y es gratis! 👇
alejoxadam.beehiiv.com/c/900-herramie…
1. Reescritura de la sección “Sobre”
→ “Transforma mi sección ‘Sobre mí’ en una narrativa que capte la atención de los reclutadores desde las dos primeras líneas. Usa la estructura PAS (Problema, Agitación, Solución). Mantén el texto por debajo de 2000 caracteres y termina con un CTA claro.”
→ “Transforma mi sección ‘Sobre mí’ en una narrativa que capte la atención de los reclutadores desde las dos primeras líneas. Usa la estructura PAS (Problema, Agitación, Solución). Mantén el texto por debajo de 2000 caracteres y termina con un CTA claro.”
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
The gunmen start by driving into the Mosque's main parking lot in
“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…
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.
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 🧵
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 feed
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 feed
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 videos
fast enough to run inline in an agent loop, you can use it to locate sub-second moments in videos
A billionaire walked into a five-star hotel and asked for the cheapest room they had.
The receptionist blinked, confused.
“Sir, our presidential suite has a full city view…”
The receptionist blinked, confused.
“Sir, our presidential suite has a full city view…”
He smiled and replied, “I’m sure it does. I’ll take the smallest room.”
The next morning, he ordered a €9 coffee from room service.
Then a €40 breakfast with fresh fruit and pastries.
The next morning, he ordered a €9 coffee from room service.
Then a €40 breakfast with fresh fruit and pastries.
In the afternoon, he booked a €120 spa treatment. When it was time to pay, his total bill was higher than what the presidential suite would have cost.
As he was leaving, he told the receptionist:
“The room isn’t the business. The extras are.”
As he was leaving, he told the receptionist:
“The room isn’t the business. The extras are.”
1/7 The issue in Jewish divorce isn’t just about one bad court order. It’s a deeper, systemic pattern. While NY civil law lets judges address barriers to remarriage, tribunals like the Beth Din of America (BDA) are supposed to remain separate, neutral religious forums.
2/7 The core problem? A potential major conflict of interest. The BDA cannot act as a neutral forum if it is true that it actively cooperates with civil litigation to pressure one side, then pivots to present itself as the independent religious authority in that same dispute.
3/7 If this is true, the process breaks down at 3 levels. Here are the first two:
1. Civil courts use state power to push citizens toward a specific religious tribunal (Constitutional issues)
2. BDA loses neutrality by tying itself to the litigation via lawyers/advocates.
1. Civil courts use state power to push citizens toward a specific religious tribunal (Constitutional issues)
2. BDA loses neutrality by tying itself to the litigation via lawyers/advocates.
Most people think a "100% cotton" t-shirt is safe. It’s not.
In fact, conventional t-shirts are often a delivery mechanism for industrial toxins to your largest organ.
Here is how we threw out the industry playbook to engineer the healthiest, most perfect t-shirt on earth. 🧵👇
In fact, conventional t-shirts are often a delivery mechanism for industrial toxins to your largest organ.
Here is how we threw out the industry playbook to engineer the healthiest, most perfect t-shirt on earth. 🧵👇
The Danger of "Basic" Cotton:
To mass-produce cheap shirts, fashion relies on harsh chemicals.
Conventional t-shirts are treated with:
• Formaldehyde (for wrinkle-resistance)
• Heavy metals like lead & cadmium (in dyes)
• Chlorinated phenols (preservatives for shipping)
To mass-produce cheap shirts, fashion relies on harsh chemicals.
Conventional t-shirts are treated with:
• Formaldehyde (for wrinkle-resistance)
• Heavy metals like lead & cadmium (in dyes)
• Chlorinated phenols (preservatives for shipping)
The Solution: The EDN Standard.
We started by sourcing a rare long-staple Indian cotton. The inherent strength of these fibers give our thin fabric a luxurious softness and extreme durability completely naturally—zero chemical coatings or synthetic blends required.
We started by sourcing a rare long-staple Indian cotton. The inherent strength of these fibers give our thin fabric a luxurious softness and extreme durability completely naturally—zero chemical coatings or synthetic blends required.
Athene is functionally insolvent.
$442B in assets. $3.2B "excess equity capital."
That's their own number. From athene dot com/about. As of 12/31/2025.
That's a 0.72% buffer on a portfolio half-marked by Apollo itself.
Here's the math. 🧵 $APO
$442B in assets. $3.2B "excess equity capital."
That's their own number. From athene dot com/about. As of 12/31/2025.
That's a 0.72% buffer on a portfolio half-marked by Apollo itself.
Here's the math. 🧵 $APO
Straight from (12/31/25):
• Total GAAP assets: $442.2B
• Total liabilities: $406.6B
• Net invested assets: $292.4B
• Spread-related earnings: $3.4B
• Excess equity capital: $3.2B
The "fortress balance sheet" Apollo brags about is a 72-basis-point buffer.athene.com/about
• Total GAAP assets: $442.2B
• Total liabilities: $406.6B
• Net invested assets: $292.4B
• Spread-related earnings: $3.4B
• Excess equity capital: $3.2B
The "fortress balance sheet" Apollo brags about is a 72-basis-point buffer.athene.com/about
Open AAIA's Q4 2025 Annual Statement, Note 20.C, page 70:
• Bonds: BACV $158.85B vs fair value $156.06B = −$2.79B
• Mortgages: −$534M
$3.33 BILLION of unrealized loss they already admit to.
Against $4.12B statutory capital.
81% of capital, gone on paper. Their math.
• Bonds: BACV $158.85B vs fair value $156.06B = −$2.79B
• Mortgages: −$534M
$3.33 BILLION of unrealized loss they already admit to.
Against $4.12B statutory capital.
81% of capital, gone on paper. Their math.
Rachman, FT: "The current wars in Ukraine and Iran underline how foolish it is to assume that a military superpower will always win a war against a smaller country."
China's assumption that Taiwan would be helpless without American support is a dangerous mistake.
1/
China's assumption that Taiwan would be helpless without American support is a dangerous mistake.
1/
Ukraine has no navy — yet forced the Russian navy out of the Black Sea. Iran's navy was reportedly destroyed — yet Tehran keeps the Strait of Hormuz effectively closed with drones, missiles and speedboats.
Naval superpowers are increasingly vulnerable to cheap weapons.
2/
Naval superpowers are increasingly vulnerable to cheap weapons.
2/
Taiwan's strengths: a top-20 global economy, 90%+ of the world's most advanced semiconductors, its own anti-ship missiles and drones, and the natural protection of being an island.
China would need one of the most ambitious seaborne invasions in history.
3/
China would need one of the most ambitious seaborne invasions in history.
3/
I want you, from this day until the Day of Arafah, to never stop making du’a:
• O Allah, turn away from me every arrogant and wicked person
• O Allah, suffice me with what You have provided and spare me from needing others
• O Allah, grant us goodness in this world and goodness in the Hereafter
• O Allah, suffice me with what You have provided and spare me from needing others
• O Allah, grant us goodness in this world and goodness in the Hereafter
• O Allah, make me love obedience and keep me away from disobedience
• O Allah, awaken me at the time most
beloved to You
• O Allah, grant me a share of every good You have given to Your righteous servants
• O Allah, decree goodness for me and fill my life with blessings, happiness, and peace of mind
• O Allah, reform me as You reformed the righteous before me
• O Allah, awaken me at the time most
beloved to You
• O Allah, grant me a share of every good You have given to Your righteous servants
• O Allah, decree goodness for me and fill my life with blessings, happiness, and peace of mind
• O Allah, reform me as You reformed the righteous before me
In quel 1988 la Corte dei Conti era stata chiara a commento del relativo contesto economico-finanziario.
«Si evidenziano margini sempre più ristretti e il crescente affanno di un’azione di rientro che tutt’ora rifugge dallo scontro diretto con i nodi strutturali»
«Si evidenziano margini sempre più ristretti e il crescente affanno di un’azione di rientro che tutt’ora rifugge dallo scontro diretto con i nodi strutturali»
«Non è più percorribile la strada dell’anticipo dei versamenti d’imposta, che in varie occasioni ha già portato a riprendere anticipi degli anticipi, che non di rado hanno scaricato effetti negativi sugli esercizi susseguenti.
Un parere globale negativo, insomma.
Inoltre.
Un parere globale negativo, insomma.
Inoltre.
La Corte insiste sul «mancato sfruttamento delle favorevoli condizioni dell’economia».
Il messaggio è rivolto a lui, che il 21 marzo 1988 ha ricevuto da Cossiga l’incarico di formare il nuovo governo.
E che il 13 aprile si è seduto dietro la scrivania di Palazzo Chigi.
Il messaggio è rivolto a lui, che il 21 marzo 1988 ha ricevuto da Cossiga l’incarico di formare il nuovo governo.
E che il 13 aprile si è seduto dietro la scrivania di Palazzo Chigi.
As I sat in a board meeting all morning, I thought to myself, "What exactly would need to happen for $ASTS to go to $900 BY NEXT YEAR." After all, while I love the community, I'm here to generate returns for my family. Here is the answer when pushing the most expensive AI models to think through that question...
Markets routinely look through 24–36 months once execution risk collapses — Tesla in late 2020, Nvidia mid‑2023, Palantir in late 2024 — and in each case the multiple on the visible year went silly because the market had stopped pricing the visible year.
The market doesn't apply premium multiples to forward-1 numbers when something feels inevitable. It applies normal-to-rich multiples to forward-2 or forward-3 numbers. The question becomes: what set of 2029/2030 numbers, valued at defensible multiples, gets you to $350bn ($900 per share)?