Most recent unrolls from @ThreadReaderApp

Every single time the @USTreasury sanctions another batch of organizations for terror support, at least one of them is somehow tied to @Columbia. Every time. It's the most predictable thing in the world, and Columbia is doing nothing to change that. The rot runs deep.

https://twitter.com/CUJewsIsraelis/status/2014048208419209525

@USTreasury @Columbia Some examples:

https://x.com/CUJewsIsraelis/status/1933257656786911307

@USTreasury @Columbia

https://x.com/CUJewsIsraelis/status/1846222007404216444

.@nic_carter nailed the core issue with X:
The platform can’t decide whether it’s optimizing for attention or ownership.
You cannot serve both at the same time.

Here’s the deeper frame:
X quietly abolished digital property rights.
Followers used to be your land.
Now they’re just leased attention, revocable by the algorithm.

Old Twitter was a collection of villages.
Crypto Twitter. FinTwit. Tech Twitter. Politics Twitter.
You followed people to hear them.
Now X wants to be a global casino floor.

To be honest the game of "If the west attacks us we will slaughter our people in a fake war." became too old.
A new game exists. This time if the west attacks Islamic lands, the EU will be on fire has been installed.
Neither Erdoğan nor Others care about anything there.

https://twitter.com/kurdistannews24/status/2013969498211254529

Retards are the USA and the trisomy 21 EU.
If the Islamists issue the fatwa of Jihad what will trisomy 21 EU do?
Trisomy 21 EU has been officially occupied by Islamic lands. All trisomy 21 officials are corrupted and work for the oil of Islamism.
No mercy is waiting the west!

While retards are in deep sleep.
In some seconds the international show will be ended by Islamists and the DVD of "Game of Graves" will be shown on the monitor. While there is no monitor connected to the HDMI cable!
So sad when some play with criminals!

🚨 A New York judge has STRUCK DOWN the State's congressional map under the NY Constitution.

Justice Pearlman orders the IRC to redraw NY-11 into a Black/Latino influence district by linking Staten Island and lower Manhattan, dismantling Republican Nicole Malliotakis's seat.

The new map must be in place by February 6th, 2026. The current NY-11 has existed since 1980.

Pearlman's test largely tracks the current framework used for Section 2 of the Voting Rights Act as applied to redistricting.

Defendants, including Rep. Nicole Malliotakis, argue that this new district violates the 14th Amendment to the US Constitution.

@CivilRights under @AAGDhillon is arguing a similar case at the US Supreme Court right now.

Let's recap the INSANE week in markets:
Monday: MLK holiday (markets closed)
Tuesday: 870-point Dow crash on tariff/Fed fears
Wednesday: SCOTUS signals Fed saved, relief rally
Thursday: Intel surges, P&G disappoints, markets digest
Here's what it all means... 🧵

What this week taught us:
Lesson 1: Markets overshoot on fear (Tuesday's -870 point crash)
Lesson 2: Information resolves quickly (SCOTUS signals within 24 hours)
Lesson 3: Quality matters more than ever (earnings divergence)
Lesson 4: Multiple risks exist simultaneously

The portfolio positioning for next week:
Increase (from this week's lessons):
Quality U.S. equities with pricing power
Industrials/Defense (GE Aerospace strong)
Healthcare (Abbott demand solid)
Reduce:
Consumer staples (P&G margin pressure)
Credit card banks

Procter & Gamble just reported Q2 2026 earnings (fiscal Q2).
Results: BEAT on revenue, MISS on EPS
Stock reaction: DOWN 2% pre-market
This is your real-time consumer health check. Here's what it reveals... 🧵

The numbers:
Revenue: $21.9B (beat by $100M)
EPS: $1.72 (missed $1.88 estimate)
Organic sales growth: +3% (slowest in 2 years)
Beat on top line, miss on bottom line = Margin compression
Consumers are buying, but P&G can't pass all costs through.

The geographic breakdown:
North America: +2% (slowest growth)
Europe: +3%
Asia: +5% (still growing but decelerating)
Latin America: +6% (strongest)
U.S. consumer is WEAKEST link. That's the headline.

For those who don’t know, I’ve been working as a telephone based consumer law advisor for Citizen’s Advice for nearly 4 years. It was the first place that would give me a job after I got booted out of precarious teaching at Newcastle University. I did my last shift there today.

I won’t miss dealing with the general public. I won’t miss having to hit 32 calls a day. But I will miss being part of an organisation doing its best to help people in bad situations under difficult constraints. It was a fascinating window onto the world, and I learned a lot.

I’ve discovered that my most normie lib opinion is that contract law is pretty fucking important. But I’ve equally come to the view that the Marxist focus on worker-exploitation needs to be supplemented by a robust account of consumer-exploitation.

Dec 2025 was the worst December on record for homebuyer demand.

NAR's pending sale index fell to 71.8.

Down 30% from pre-pandemic norms on contract signings. (and still dropping from last year's already historically low levels).

Indicating 2026 is going to get off to a rough start on closings and buyer interest.

The only way out is lower prices.

1) I'd like to remind everyone that we've now had 7 rate cuts since August 2024.

Back then the Fed Funds was at 5.25-5.50%.

Now it's at 3.50-3.75%.

And buyer demand is still dropping.

2) Moreover - Mortgage Rates are down about 100 basis points from where they were last year (6.1% v 7.1%).

So, affordability has improved incrementally.

Two days ago, everyone was convinced:
"SCOTUS will destroy Fed independence!"
"Markets will crash!"
"Gold to $5,000!"
"Constitutional crisis!"
Today:
SCOTUS signals Fed protected.
Markets rallying.
Gold consolidating, not mooning.
Here's what we got wrong (and right)... 🧵

What we got RIGHT:
✅ The Cook case was a genuine institutional risk
✅ Precious metals were correct hedge
✅ Markets would react to SCOTUS signals
✅ Dollar reserve status concerns were real
✅ Powell attending arguments was significant
The risk identification was spot-on.

What we got WRONG:
❌ Underestimated how clearly SCOTUS would signal
❌ Thought ruling would take months (signals came in hours)
❌ Expected more market volatility from binary outcome
❌ Overestimated gold's reaction to single catalyst
The magnitude/speed of resolution surprised.

1 HILO ¿QUE PASA EN ESTADOS UNIDOS ?
Nuestros sesudos analistas solo saben explicar lo se EEUU diciendo que Trump es un payaso o que Trump es un dictador ¡Si solo fuera eso!Trump es ambas cosas pero Trump sigue un guion Un guion externo y un guion INTERNO

2 Del Guion externo ya hablamos de donde viene Estados unidos incluira Groenlandia Canadá México Centroamerica Cuba Colombia y Venezuela EL guión no es de ahora Ya dijimos como era el Guion asi que les remitimos a lo ya dicho

https://x.com/AnunnakiBot_/status/1914049748249477362

3 Ahora queda el GUION INTERNO el guion interno tampoco lo ha escroto Trump lo han escrito las elites La élites afrontan varios problemas internos en EEUU 1) la crisis financiera 2) la crisis económica 3) la crisis migratoria attac.es/2026-ano-en-qu…

After yesterday's SCOTUS signals that Fed independence will hold, gold should have crashed 5-10%.
It didn't.
Gold: $4,700 (down only 0.4%)
Silver: $94 (down only 1%)
The fact that precious metals are HOLDING tells you something important... 🧵

The thesis was:
SCOTUS protects Fed → Institutional risk off → Gold crashes
That's what SHOULD have happened if gold's rally was ONLY about the Cook case.
But gold barely budged.
Why?

Because the Fed independence case was ONE risk among MANY:
✅ Fed independence (now likely protected)
❌ Greenland tariff crisis (ongoing)
❌ DOJ probe of Powell (continuing)
❌ Fiscal deficits ($2T+ annually)
❌ Geopolitical fragmentation
❌ Dollar reserve status erosion

🚨HOLY CRAP. An ICE whistleblower just revealed a secret memo authorizing ICE officers to break into homes without a judicial warrant, which DHS's own legal training materials say is unconstitutional!

ICE then hid the memo from the public, passing it along by word of mouth.

https://twitter.com/AP/status/2014088781318459848

ICE secretly told its officers that any time someone has been ordered removed, ICE can break down their door.

It has been accepted for generations that the only thing which can authorize agents to break into your home is a warrant signed by a judge. No wonder ICE hid this memo!

Chillingly, the whistleblower says that ICE trainers were directed (no paper trail?) to train all of ICE's new recruits that these administrative warrants authorize breaking into peoples' homes, even though DHS's own training materials still make clear that's illegal!

This is THE earnings week of Q1 2026:
Intel (today after close)
P&G (today)
GE Aerospace (today)
Abbott Labs (today)
Capital One (today)
Plus SCOTUS Fed signals + Greenland relief.
Here's what actually matters... 🧵

The pattern so far this earnings season:
✅ 70%+ beating expectations
❌ Stock reactions: Muted or negative
Why?
Valuations at 22x forward earnings mean beats are PRICED IN.
What's NOT priced in? Guidance uncertainty.

What CEOs are REALLY saying:
"Consumer remains resilient" = Not great, not terrible
"Monitoring geopolitical developments" = Tariffs scare us
"Maintaining operational flexibility" = We're not committing to big spending

BREAKING: Whistleblower disclosures reveal a formal ICE policy to ignore the Fourth Amendment of the Constitution. 

Every American should be terrified by this secret ICE policy authorizing its agents to kick down your door & storm into your home. 1/ apnews.com/article/ice-ar…

It is an unlawful & morally repugnant policy that exemplifies the kinds of dangerous, disgraceful abuses America is seeing in real time. 2/

In our democracy, with vanishingly rare exceptions, the government is barred from breaking into your home without approval from a real judge.

Government agents have no right to ransack your bedroom or terrorize your kids on a whim or personal desire. 3/

What "caused" Tuesday's crash:
Trump's Greenland tariff threats + Supreme Court Fed case = "RISK OFF!"
Investors sold:
U.S. stocks (SPY -2%)
Dollar (weakened)
Treasuries (yields spiked)
Gold surged. Silver surged. Flight to safety.

This is the 2026 playbook on repeat:
Step 1: Trump announces something extreme (tariffs, threats, fires someone)
Step 2: Markets panic, sell off 2-3%
Step 3: Reality sets in (courts block, deal announced, threat softens)

But here's what actually happened:
Wednesday: Trump says there's a "framework" for Greenland deal, won't use military force
Wednesday: SCOTUS signals Fed independence will hold (Kavanaugh/Barrett push back)
Thursday: Markets recovering
The "crisis" lasted 24 hours.

Almost over jetlag and finally finished my takeaways from my trip last week on new energy and robotics in China. The highlight was spending two days in Liyang, a city of 800,000 people about an hour from Shanghai that most people have never heard of. It's China's battery capital: hosts over 100 power battery companies including CATL's massive Jiangsu base, generates $14B in output and ~5% of global battery production.

We visited 6 manufacturing facilities across the energy stack: power batteries, solid-state batteries, solar, transformers, EVs. A private investor wanted their group to understand how China actually manufactures at scale, not just sit in Beijing boardrooms. So that's what we did: spent most of our time on production lines. Here's what stood out.

1. China’s Manufacturing Advantage Is a Deliberately Designed System

The biggest thing wasn't any single factory or company. It was the system that made them all possible. China's energy manufacturing is organized around place: county-level cities and the industrial parks that anchor them.

Liyang chose over a decade ago to transition from a tourist town to an industrial center. They made an early bet on batteries and secured CATL's expansion plant. But the deal wasn't just that CATL would build there. It was that Liyang would help relocate all their suppliers too. That's how you get entire supply chains within a few hundred kilometers.

Industrial parks aren't just clusters of factories. They're deliberately engineered environments: land use, utilities, logistics, housing, connections to research institutes and vocational training. Local governments compete on execution speed. Liyang's pushing a "1220" program: 1 day for business registration, 2 days for real estate transactions, 20 days for construction permits. Sometimes companies start building under conditional approvals while paperwork processes.

2. Within the System, Speed Becomes a Compounding Advantage

Once you see the system, speed becomes impossible to ignore. It's not a cultural thing. It's deliberate engineering that compounds at every layer.

One steel-intensive manufacturer sources so heavily from a single global supplier that the supplier bought and operates a dedicated ship just for their deliveries. The manufacturer built its own port to ship thousand-ton finished products directly to Shanghai. That's an advantage you can't get anywhere else in China, let alone globally.

Every company we met moved beyond standard vertical integration. They build their own manufacturing equipment, not everything, but surgically. They identify steps where off-the-shelf machinery is too slow or poorly tailored, then design custom solutions. Speed alone determined project winners more than once. Global competitors matched or beat on quality but delivered in years. Chinese suppliers delivered in months.

این گزارش رو اگر ندیدید، حتما امشب وقت بذارید و بخونید.
راجع به عمق جنایتی که توی رشت اتفاق افتاده صحت سنجی کرده و با شواهد و مدارک حرف زده. من خلاصه چیزی که گفته رو با هوش مصنوعی پیاده کردم. لینکشو توی توییت بعدی می ذارم.

https://twitter.com/trbrtc/status/2014053924047642710

یه لینک درست کردم که ته و توی فاجعه بازار رشت رو توش درآوردم. برای جمع‌آوری این اطلاعات از سه منبع معتبرگزارش تحلیلی فکت‌نامه و رشته‌توییت‌های تخصصی کریس اوزیک و کریستین تریبرت استفاده کردم.
بریم ببینیم ۱۸ دی ۱۴۰۴ واقعاً چه بلایی توی رشت سر معترضا اومد.
gemini.google.com/share/94d48fa2…

داستان از شب ۱۸ دی شروع شد؛ زمانی که اینترنت کلاً قطع بود و رشت تو سکوت خبری فرو رفته بود. بازار رشت که قلب تپنده شهره، اون شب تبدیل شد به یه تله مرگ. گزارش‌ها می‌گن نیروهای امنیتی معترضا رو عمداً به سمت دالان‌های تنگ و قدیمی بازار هدایت کردن.

Intel reports Q4 earnings in 4 hours.
The stock is up 10% pre-earnings, hit a 2-year high of $53, and is up 145% in the past year.
This is either the greatest comeback story in tech—or a massive bull trap. Here's what to watch... 🧵

The setup:
Intel was left for DEAD in 2024:
Stock hit $17 (lowest in a decade)
Losing to Nvidia in AI
Losing to TSMC in manufacturing
Losing relevance entirely
Then everything changed.

What saved Intel:
U.S. Government: CHIPS Act funding
Nvidia: Partnership announced (the irony)
SoftBank: Major investment
Amazon/Microsoft: AI server chip orders
Suddenly Intel went from "dying" to "strategic national asset."

Putin on Greenland: It does us concern at all what is hapenning there. But we have experience resolving such issues with the US.

In the 19th century, Russia sold Alaska to the US for $7.2 million. Greenland would cost about $200–250 million. 1/

Putin: We could send $1 billion Trump's "Board of Peace” from assets frozen in US under previous administration.

We should use the remaining frozen assets to rebuild territories after Russia and Ukraine sign a peace treaty. 2/

Putin: Denmark has long treated Greenland as a colony, often harshly. But that is a separate issue and not relevant now.

Denmark has experience selling territory to the US. In 1917, it sold the Virgin Islands to the US. 3X

I'm often asked how to land a research job at a frontier AI lab. It's hard, especially without a research background, but I like to point to @kellerjordan0 as an example showing it can be done.

Keller graduated from UCSD with no publication record and was working at an AI content moderation startup when he landed a cold call with @bneyshabur (who was at Google) and presented an idea to improve upon Behnam's recent paper. Behnam agreed to mentor him, which led to an ICLR paper.

Sadly there's less open research today, but improving upon a researcher's published work is a great way to demonstrate excellence to someone inside a lab and give them the conviction to advocate for an interview.

Later, Keller got on @OpenAI's radar thanks to the NanoGPT speed run he started. All his work was documented and it was easy to measure his success, so the case for hiring him was strong.

Keller is one example, but there's plenty of other success stories as well: 🧵

@_sholtodouglas was at McKinsey when he became convinced AI would take off and started doing his own AI side projects. His insightful questions on the JAX GitHub and personal projects impressed @jekbradbury, who invited him to interview at @GoogleDeepMind

https://x.com/dwarkesh_sp/status/1774846075523977670?s=20

@andy_l_jones was a semi-retired quant when he wrote a paper comparing the impact of scaling pretraining vs scaling test-time compute (before TTC scaling was cool). The paper was impressive not because it achieved SOTA performance on some benchmark, but rather because he made smart design choices, wrote gpu accelerated environments, and ran careful ablations. The fact that he self-published showed initiative. He's now at @Anthropic.

x.com/ibab/status/16…

Season of Mayhem Event Rewards!
Starts: 4th Feb, 6pm UTC
Ends: 29th April 7:59am UTC

Descriptions of the buffs