I'm French 🇫🇷. I was born in Paris. I spent 25 years there. But now: I don't even want to know what happens in that hellhole 💀⚰️. Not “troubled.” Not “declining.” Not “going through a difficult period.” No. A HELLHOLE. A country where everything is dirty, expensive, hostile, bureaucratic and permanently dysfunctional. You pay absurd taxes for public services that increasingly behave as if providing a service were an unreasonable personal request. Paris is noise, aggression, filth, traffic, strikes, scaffolding, sirens, queues, broken infrastructure and the constant sensation that every basic task has been deliberately redesigned to waste your time. Nothing works without friction. Nothing happens without paperwork. Nothing can be fixed without a committee, a consultation, a union dispute, three administrative layers and somebody explaining why expecting normality is politically problematic. The state takes more, delivers less, and compensates for the difference with lectures. Every few weeks something burns, something stops running, somebody blocks something, somebody smashes something. France is sinking into barbarity. I spent 25 years there. That's enough.

The nation owes a debt to @JGebbia and his excellent team. They worked incredibly hard, with no compensation, to make government services work better for all Americans. 🫡 🇺🇸

🚨BREAKING: The toughest migrant detention and deportation plans ever put forward by nationalists has just PASSED in European Parliament The left are furious right now. This is MASSIVE!

NEW: RFK Jr. says Medicare spending on wound care patches exploded from $200 million in 2019 to $14 billion last year: "It's all stolen." Bad actors billed Medicare billions by slapping the most expensive skin grafts on elderly and dying patients who didn't need them. "The doctors who prescribed them would get 6% of the sales cost. And so, they were incentivized to prescribe more expensive products. In Europe, they spend 35 cents a cubic inch. We were spending $135, and that went up to $2,000 a cubic inch." "So 2019, we were paying $200 million. Last year we spent 14 billion. All stolen. It's all stolen. And we were on track to spend 23 billion this year." "We put an end to it, and we now have driven that cost down to somewhere around a billion dollars." In one Arizona case, the owners of two wound care companies pleaded guilty to more than $1.2 billion in fraudulent claims. Medicare paid over $1 million per patient for grafts slapped on elderly patients who didn't need them, many of them dying in hospice. In June, DOJ charged 11 more defendants over more than $2 billion in allograft claims, including a company accused of issuing sham invoices to inflate what Medicare paid. It feels like every week I learn a new way people were ripping off taxpayers for billions.

Outrage in France after Bally Bagayoko, the far-left mayor of the country’s most infamous no-go zone Saint-Denis joined student rioters who were attacking a high school in the area. He could be seen laughing with them, giving high fives and jumping up and down. Bagayoko is the mayor of 150 000 people, of which around 90% are immigrants, second-generation migrants and third-generation migrants.

$MU is now a Cash Monster ($43.6B Q1 net income guide) The market rewards cash flow it believes is durable. KV cache, agentic AI and HBM are flipping the AI stack. Memory is the warehouse of contextual intelligence. How much AI can think. We all know AI wants to think bigger.

$MU Morgan Stanley report suggests that the market hasn't priced in Micron's new guidance yet. "Micron extends its qualitative guidance out to 2028; expecting S/D for memory to be tighter in both 2027 and 2028 than this year….. … that's unlikely to be initially priced in by investors, but matches our assessment of what the strength in AI demand means for memory" MS raised FY28 EPS 51% to $225, now 25% above consensus Bullish 🔥

$AMZN AWS is raising reserved GPU pricing by ~15% across $NVDA B300, B200 & H100 capacity starting next week. Another sign premium AI compute remains supply constrained and a strong readthrough for $NBIS $CRWV $IREN & $DOCN as available capacity keeps getting more valuable.

She and every Democrat voted against advancing the Stop Insider Trading Act in the Senate just a few minutes ago.

Just when you think you can’t hate fake news more. Believe me, they knew when they wrote these headlines they were lies.

Britain’s intelligence service has a multi-billion pound budget. Guess who caught the terrorist living in England? Not British intelligence. Israeli and German spies had to track a bomb plot across Europe and hand the British government the suspect’s home address in Sheffield. He had lived in an ordinary English neighborhood for ten years on British citizenship. MI5 had no idea. British intelligence misses an armed terror operative living in Yorkshire. But British police have plenty of staff to arrest citizens over Facebook posts within hours.

When”Death to America” and “Vote Democrat” mean the same thing…

Legacy media are terrorists. A pilot was stabbed. NYT: “altercation” CNN: “altercation” WSJ: “struggle” BBC: “fight” Sky News: “brawl” Enemies of humanity. You still underestimate the media.

$MU are basically guiding for consistent growth until the end of the decade. Supply-demand conditions will tighten until 2030. Not cyclical.

The number of ‘fake’ doctors and nurses just in California is mind-boggling. We have now confirmed over 3,780 nurses and physicians who very well appear to have counterfeit degrees from India.

🚨NEWS: A Hamas jihadist has been found living in Northamptonshire, UK with everything paid for by the British taxpayer Abu Wadee entered the country illegally and claimed asylum making it nigh on impossible for the Home Office to deport him Scandalous

Stop scrolling. Look at what a British court just tried to hide. When that Hamas bodyguard was arrested in London for plotting terrorist attacks, Westminster Magistrates' Court slapped an unprecedented gag order on the case. One hundred years of total anonymity. A century of secrecy. The British public was not supposed to know that their government handed citizenship to a terrorist until the year 2125. The only reason you can read this today is because The Sunday Times spent thousands of pounds taking the court to legal battle. Think about that. Your courts give a century of anonymity to a foreign militant. Yet they publish the full names, home addresses, and faces of British grandmothers within forty-eight hours for posting angry comments online. Two-tier policing? No. That is institutional treason in broad daylight.

Hero

If you want to know how much the UK hates white people Mohammed Abdalla - Illegal migrant tried to burn down a hotel with 170 people in Lucy Connolly - Tweeted "Burn down the hotels for all I care" They both got the same amount of time in prison - 2 years and 7 months INSANE

I was honored to join @POTUS and fellow tech leaders at the @WhiteHouse for a discussion on Super Intelligence and the release of the SI Accord. SI has the potential to transform our economy and improve lives around the world. Memory is foundational to SI, and I was proud to represent Micron in the room. Micron’s historic investments in U.S. memory manufacturing and R&D will help build the capacity needed for this next era of technology. With our comprehensive memory and storage portfolio, we will continue supporting our customers as they advance SI safely and responsibly. Memory can be a part of the solution. This is a pivotal moment for American technology leadership. Building the semiconductor manufacturing, research and talent base to power the next generation of SI will be critical.