Technology

I predict they're not going to entertain the draft paperwork for Ennis Cantor and Royce White.

But it's also personal money, right? Now he's probably gonna keep the jet anyway.

Both the Strait of Hormuz and Bob L. Mondob are going to be locked down in tolling systems.

So what he's saying is, because you didn't save America, that's what's caused 1929 Great Depression. I had it all figured out. I was going to fix it. We had the greatest year ever.

Now James Comer is not going to pursue this. Of course, House Republicans have no appetite for investigating anybody connected to Trump.

you're seeing the market in an AI buy for Kate and to German automobile. My high price, high margin companies that won't be as relevant as the Japanese or the low cost manufacturers, which will be Chinese AI.

because it does seem like an actual ban on Kimmy K three is coming sometime soon if these companies have their way

But what gets missed is that many, if not the majority of these plants will be off grid, empowered by natural gas.

It doesn't matter because across the globe, China will own the markets everywhere, like they do with EVs.

Sierra is going to be acquired and Brett Taylor by open AI and Brett Taylor is going to be installed as CEO.

So my prediction is that OpenAI is going to buy Sierra and make, install Red Taylor as CEO.

New York State is making a move that other states are probably going to follow, which is to to refuse to allow the placement of AI businesses in their state

I think you're right. I think they're going to have to replace him. I do.

I think we're kausky, we'll vote against Blanche. And so they have to pick up Collins and Porter to others.

I don't think this is a great move. And I think they'll roll it back. That's my feeling.

But for now, I want to get back to economic issues because Trump's little tiff with Spain is likely to cause issues with our allies, but unlikely to really amount to anything real.

I believe that Donald Trump knows that number $350 billion when you combine it as well with what else he's asking for, which is his voter suppression act called the Save America Act is something that the House of Representatives is not going to be able to pass.

Do I expect anyone to go to prison for this? No, I don't. I haven't been sleeping under a rock for the last 10 years.

And I got to admit, I'm very skeptical that there are any prosecutors in Minnesota willing to hold the corrupt Democrats in charge of that state accountable.

Look, and I would assume we're going to see civil litigation of people fire filing lawsuits and and seeking compensation for this

I'm telling you, a bailout is coming.

So what's the prediction? All eight or 10 of those companies, a basket of them, down 20 to 40% in the next 12 months.

Say, you know, you know, they're going to be like, oh, that was a democratic vandal. That was a communist vandal who did it. That's who actually did it.

And I'm sure he will get scooped up by some TV show or some movie producer and given another chance because he's a leftist gay black man

if when we look back on the gray drawdown, that will be AI valuations that is, I think can happen in the next 12 months, this will be seen as a real crack

I believe the anthropic is still going to get out.

Probably likely to on birthrights as citizenship. I mean, most scholars who looked at that one were like, not a chance. This one is very unlikely to go the way the Trump administration wants.

They will not be allowed to stay. We will not be encouraging them to apply for permanent residency.

And I think that'll go our way and I agree with you, birthright citizenship will not.

And if you look right over here, it's going to decrease to where it was before this MOU was signed. We're going to go down to 10 ships, five ships. I've been warning about this every day. That's where we are headed right now.

I think it's acute and adorable and it's going to die of slow death.

I think this company will have the largest pop of any internet tech IPO of the month.

there's a reality where Trump's 80, he can't run again unless he changes the Constitution, which I don't think he's going to do

I assume it gets dropped, but if it doesn't, that discovery is going to be fascinating.

And of course, the White House hasn't yet come out and denied any of this reporting. I'm sure they will, of course.

I think the only stock in all of these that I would buy right now is Amazon

If I could go short, any category right now, it would be a basket of the secondary AI players.

See, I know I'm predicting it now and I think it's actually going to happen. They're going to get in. They're going to throw dead animals in claim they died.

it looks like in these three key rulings, two of which have to do with like, you know who you can hire and fire, and the other one is the birthright citizenship thing, it looks like in two out of the three they're going to go against Trump.

And he's entitled to that appeal. It's not going to go anywhere.

But I think Bill is right, the retail investors will be left holding the bag when it comes to pass that a few earnings in.

I just think they're in a lot of trouble mark. I predict this gets settled.

it'll, it'll probably result in the administration putting all sorts of restrictions on like Chinese open weight models trying to come into the US

I also believe that this entire sector is going to have, not a collapse, but a pretty serious drawdown when people after two or three earnings calls are forced to justify anything resembling a future that involves the kind of earnings built into this thing.

he may have had some sort of a criminal history when it comes to drugs, but not in terms of hurting anybody. That judge is not going to let him out.

They bring it like the pool guys in. And the algae is just gonna come back. The algae is just gonna come back. Even if you do the hydrogen, you're just gonna, the reflecting pool is now gonna be a hydrogen peroxide pool.

which i believe the only conclusion is as i described the supreme court will have to rule that you cannot have universal mail-in voting

I would assume we're going to see civil litigation of people filing lawsuits and seeking compensation for this, and that litigation could well be successful.

I've reported on this before and I predicted this was gonna happen algae infested already dove course it's gonna be infested with algae the water source is still the Potomac basin

And so I think Epstein remains a bearing wall of this presidency. And he cannot get away from it.

They're going to run out by 2023 or 2033. They're going to change. So that way they're going to cut everybody's benefits by 25% or 24%.

And so I continue to believe that Donald Trump is going to serve out the full remainder of his presidential term.

And and I got to admit, I'm very skeptical that that that there are any prosecutors in Minnesota willing to hold the corrupt Democrats in charge of that state accountable.

Look, and I would assume we're going to see civil litigation of people fire filing lawsuits and seeking compensation for this, and that litigation could well be successful.

There will be some sort of government backed debt offering or backstop for AI companies who can't afford the infrastructure spent.

I think space X is about to hit a 10 year high on the minute. It goes public, meaning it'll be all downhill from there.

So let's see, and what Trump's going to argue, there's no standing to sue. There's no standing.

you're about to see alphabets already announced it. The next will be Amazon.

So my prediction is more boring. I think you're about to see the mother of all capital front running.

And I predict Dolly Parton will prevail here and the money will get to this group.

But I mean, it's not going to stop Elon from getting a trillion. And that his situation is insane.

I also unfortunately don't think that his proposal is going to go anywhere.

The current batch of charges against Santos come as lawmakers grapple with how to properly regulate prediction markets, which I'm sure they'll fail to do for two different reasons.

As we all know, demining the strait will take literally months because even if Ron knows where they are, not that easy to go and get us mind sweepers

These are massive public offerings. The scale of this musk is orders of magnitude, the biggest public offering that's ever ever occurred.

Now they're going to get Bolton to roll on other people. I'm sure that's part of the deal. He's going to become a government witness.

If I could go short AI and long GLP1, that would be my investment thesis for the next decade.

one or more of these stocks is going to be about 40 to 70 percent and it's going to send the US and the global economy into a recession

there will be more billionaires in twenty twenty seven than any time in human history

I do predict Blake Lively is going to be severely disappointed on this one and it's looking like yet another big loss for her.

but they did on tariffs and they will do on birthright citizenship

as the cost of AI go way down, we're going to find more uses for it. And we're actually going to end up hiring more programmers

What probably we will do in the short run is it'll probably take the S&P down because so much money is going to come from every corner of the earth to participate in these things.

My prediction is these three companies, especially AI, are going to go through a pretty serious reprising, not a collapse, like a 2000 collapse, but a reprising.

You're about to see one of the biggest brand failures in history.

He's scared. He's going to sit for a deposition. He ain't going to sit for a deposition. I'm too busy. I can't do it.

Then you had James Comer, head of the House Oversight Committee, or soon to be ex-head of the House Oversight Committee.

you're going to see a 70% to 95% decline in the value of one or more of these companies

my prediction is that the initial pop, this company, which I think is actually a fairly mediocre chip company trading at 78x revenue is not going to sustain

In any case, I have a feeling it's going to be quick, but we'll see. It would be a real shocker if you won.

So YouTube OG dead. A year from now, we're going to have full movies. Or at least TV shows because CDNs 3 can already do TV shows.

And even if he receives credit for good behavior, the most likely outcome is that he'll be in prison until his late 80s.

he'll certainly be able to spin some sort of a victory narrative out of here.

the Trump phone, which Scott and I both said was never going to happen is not going to happen, people

I think they're going to shit can Siri and license it to someone else for tens of billions of dollars.

what's the science if you paint a blue well, it's going to attract more of the heat, which is going to lead to more cracks. It's going to cause more algae formation. If it's bright blue, you're going to eventually see all of the algae. It's going to ruin everything.

I think you're going to see in the next 12 to 36 months someone pulled us off where they say, hey, who wants to buy Estee Lauder?

this should, and I believe will be a first round fucking knockout

if Cali is going to purge people in New York's gonna purge people well they're gonna lose representation and we're 2.3 million people have moved to Florida since 2020 fact ultimately that's gonna get us more represent representatives

Well, because there are things like the Iran war, all the things that we're covering, a weaponization of everything is competing for number one. So I think that the administration is likely to pardon them.

He's going to go in court and try to slow this down or stop. It's not going to happen, but that's the way they play.

And I bet it will be Claude. That's my guess.

Anyway, I think they buy something. I don't see how they can't.

So she's going to get sued and I think she's going to lose

I think Elon's either going to drop the case or lose.

The FCC is going to lose in court.

And so Newsom is just going to go hard on discovery. Think about, we know that Donald Trump talks to reporters and text messages because we see that Newsom is going to get all that stuff.

when they redraw this, there will be no Democrat districts in Louisiana

I guarantee you right wing personalities are going to start putting out generic statements in exchange for cash that this pro communist anti capitalist movie is in fact worth watching

not only is the Strait of Hormuz closed now, we've now gotten to a point where it appears we're going to see that we just cannot reopen it