Analyst @crypto_condom | Equity Analyst at Stewards

Dubai
Joined December 2021
sigh, guess I'm in TradFi now... My first article makes the case that US decoupling from China isn't a political choice but a structural necessity => Washington fell into a New Thucydides Trap, pouring resources into defense while China built the real leverage in critical minerals, semiconductors, and supply chains. The investment implication => expect this decoupling to accelerate, not reverse. linkedin.com/pulse/why-us-di…
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The boomer cope is why Tesla has such as insane valuation: they can’t accept the tech is real. High short interest helps keep the stock afloat at its current (excessive) valuation. …they’re gonna have a heart attack when @SpaceX absorbs @Tesla and the valuation gets even sillier
Don't people have any sense of weight? You don't fly 2,000-3,000 kilos of weight through the air with air thrusters. That's a balloon filled with Helium dressed up as a car.
Readers added context they thought people might want to know
This video is from Tesla's October 2026 Roadster event. The car used cold gas thrusters with compressed air from a high pressure tank to perform short jumps flips and aerial maneuvers in a live demo. It is not a helium balloon. paultan.org/2026/10/16/tes… pcmag.com/news/tesla-sho… wired.com/video/watch/te…
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Hmmmm. Worth watching $WLD as an agentic identity layer.
World ID × ChatGPT — GitHub PR #41 ‘Developer Thomas Waite documents successful local authentication testing through ChatGPT's native Reconnect interface’
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addicted to @nadoHQ Arcade, inshallah we get some points for grinding
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Won’t be missed. Childish move. TLDR: Teams that can’t meet committed responsibilities in this industry can’t be trusted.
was supposed to be giving a TOKEN2049 keynote this week, but i've cancelled the sg trip last minute. we have more important things to ship. gmega
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Replying to @jukan05
This is where $lpth comes in. SpaceX can/has sourced black diamond from @lightpathtech for OSIL, cameras etc
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Rape is on the menu. Watch your risk
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No one owns enough shares...except maybe the new CMO of @IovanceBio. $IOVA filed for a new CMO hire with large $IOVA stock/options package vs cash...450,000 $IOVA shares + $14.82 options. Bullish AF for higher. ir.iovance.com/news-releases…
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This move directly benefits $LPTH . American made, American owned to meet DOW requirements for procurement
PENTAGON TO CREATE NEW DRONE WARFARE GROUP Defense Secretary Pete Hegseth is establishing a permanent Pentagon organization for drones, autonomous systems and defense robotics, according to Sen. Tim Sheehy. The Pentagon is seeking $54.6 billion for its Defense Autonomous Warfare Group in the 2027 budget. The move would centralize drone procurement and deployment as the U.S. military expands its focus on low-cost autonomous warfare and counter-drone capabilities.
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You don’t hate mainstream media enough
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I bought more $BB here. Fuck it we ball.
$BB (BlackBerry) / QNX ecosystem — Double-beat earnings + Uber design win + 20+ robotics/AI pipeline confirms physical AI OS leadership. World ID runs on top; Grayscale WLD ETF imminent. Under-owned vs. narrative velocity. Institutional writeups live. (via @crypto_condom) 🤖
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Added support for Solana + batch research (up to 10) Received a lot of msg thanking me for saving a few hundreds / K$ Happy for y'all! Don't hesitate to leave a feedback :) perp-radar.ayorapp.chatgpt.s…
Enter your 0x and see if you've some forgotten $$$ sitting across a bunch of perps. Codex oneshotted it. It isn't perfect since a lot of DEXs have privacy , but it can still help. No wallet connect, no signature. Hope you find generational wealth! perp-radar.ayorapp.chatgpt.s…
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Odd things happening in the middle east tonight. Probably nothing but took a lot of chips off the table anyway just in case. Worth watching
NEW: Just in the past few hours, there have been a FLURRY of concerning signals about potential events set to unfold in the Middle East. What first started as a single ominous U.S. Embassy alert in Jerusalem warning Americans in the country of increased risk soon turned into Israel plus Oman. Then the ENTIRE Middle East. Ominous, surely. But then Bibi Netanyahu just dropped the Texas leg of his U.S. tour, flying straight back to Tel Aviv out of New York. Then came Trump. After his recent meeting at Camp David, he is now set to return to Washington TONIGHT instead of tomorrow. Pairing this with the repeated statements Trump has made about his “major decision” approaching a critical juncture, there are alarms BLARING to the wider world. Could this be yet another move of Trump TACO? Certainly. But if it’s not… things could be set to REALLY kick off in the Iran War once again.
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Its almost like @IovanceBio $IOVA discovered a cure for metastatic cancer....oh wait...they did! T cell immunotherapy is the future of oncology. Bookmark it. I've been saying it all year. $IOVA to $20 with haste.
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It should be very clear by now that the US Government will backstop AI development. Invest accordingly.
Pentagon in talks to enter AI infrastructure funding with $5 billion loan - WSJ
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You evolve or die. I’m sorry but that’s how it’s going to be. Other examples: My hospital just sent out an email they’ve hired @fathom_ai to do real time hospital billing vs a human billing dept. Legal AI company Harvey just raised 550m at a 15.6b valuation to put paralegals and lawyers on the rope. Plan ahead. Pick a career where the machines can’t steal your livelihood in the next decade as you try to accumulate as much wealth/bearer assets as you can before our robot overlords take over
What does this mean for the mathematicians who devoted their entire lives to solving these problems? They won't be remembered. Only the AI will be. Or perhaps, from here on, the very notion of a "great unsolved problem" becomes meaningless. If something can be solved with a few million dollars' worth of tokens, can you still call it an unsolved problem? From that point on, it is no longer an achievement one person spends a lifetime on. It becomes nothing more than a marketing tool for AI labs, decided purely by the quantitative, arithmetic value of tokens.
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The physical AI RTOS is $BB QNX. @BlackBerry is partnered with @nvidia Halo & AMD. Almost every major robotics platform uses & will continue to use the safety certified qnx platform.
NVIDIA thinks the opportunity in physical AI is an order of magnitude larger than digital AI… Jensen Huang: "Every industrial company will soon become a robotics company."
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Growing evidence labor may be tightening…..consistent with @AnnaEconomist prediction for NFP this week
BREAKING: Uber set to cut 3,300 jobs to reduce layers in management
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The oroborous of $NVDA's funding will have grave effects on leveraged AI trades like oracle and softbank some day. Worth watching.
Lambda (NVDA investment, $1.4bn contract) signing a deal with NVIDIA, so Anthropic (who lacks the credit to sign I assume?) can maybe rent back capacity that is leased in NVIDIA's name, built by Hut8, who is also building capacity with Fluidstack. Every bad sign possible lol
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