Podcasts about Yoy

Ben Lindbergh and Meg Rowley banter about Team USA’s pre-WBC warm-up games, follow up on spring training ballpark naming rights, and discuss Jurickson Profar’s second PED suspension in as many seasons, then preview the 2026 New York Yankees (20:07) with The New York Daily News’ Gary Phillips, and the 2026 St. Louis Cardinals (59:53) with The St. Louis Post-Dispatch’s Derrick Goold. 2026 EW Season Preview Series ALBALCHWATHBOSCLEHOUNYYDETLAATBRKCRSEATORMINTEX NLATLCHCARIMIACINCOLNYMMILLADPHIPITSDPWSNSTLSFG .intro-team, .intro-team td { font-family: lato, Arial, Arial, Helvetica, sans-serif; font-size: 13px; margin-bottom: 20px; } .intro-team .intro-header { /*display: none;*/ text-align: center; } .team-lg { text-align: center; width: 100%; } /* [class^="team-box-"] > div { display: inline-block; width: 48%; } [class^="team-box-"] > div table { width: 100%; border-collapse: collapse; } [class^="team-box-"] > div td { background-color: #efefef; border: 1px solid #ccc; line-height: 2; text-align: center; cursor: default; } [class^="team-box-"] > div a { color: #000; text-decoration: none; display: block; width: 100% } [class^="team-box-"] > div a:hover { color: #50ae26; } [class^="team-box-"] > div a.link-inactive { color: #aaa; } */ Audio intro: Beatwriter, “Effectively Wild Theme” Audio interstitial 1: The Gagnés, “Effectively Wild Theme” Audio interstitial 2: Sean .P , “Effectively Wild Theme” Audio outro: The Shirey Brothers, “Effectively Wild Theme” Link to Team USA vs. Giants gamer Link to Team USA vs. Rockies story Link to Kershaw clip Link to Sunny clip Link to Passan on Profar Link to MLBTR on Profar Link to Arrested Development clip Link to Goodyear wiki Link to Wrench Group story Link to milkshake duck meme Link to Wrigley naming info Link to team payrolls page Link to Yankees offseason tracker Link to Yankees depth chart Link to Cashman comments Link to Gary on Cashman’s comments Link to Ben on team turnover Link to Stanton comments Link to Chisholm comments Link to Gary on Volpe Link to 2025 team RP WAR Link to team RP projections Link to Petriello on Judge and ABS Link to team challenges leaderboard Link to Gary on Yankees challenge strategy Link to Yankees sewage story Link to Gary’s author archive Link to Cardinals offseason tracker Link to Cardinals depth chart Link to Derrick on the roster Link to team fielders by FRV Link to team FRV leaderboard Link to YoY attendance data Link to 2025 team K% Link to projected team WAR Link to Simpsons “That’s the joke” clip Link to Herrera/Raleigh data Link to Derrick’s author archive Link to Derrick’s podcast Sponsor Us on Patreon Give a Gift Subscription Email Us: podcast@fangraphs.com Effectively Wild Subreddit Effectively Wild Wiki Apple Podcasts Feed Spotify Feed YouTube Playlist Facebook Group Bluesky Account Twitter Account Get Our Merch! var SERVER_DATA = Object.assign(SERVER_DATA || {}); Source

Phillip and Brian get deep on a week when everything felt a little unhinged: Shopify's AI sidekick started building custom apps, Iran allegedly took out AWS data centers mid-Claude-outage, and the McDonald's CEO went mega-viral just days after Phillip prophesied it. Underneath the chaos, a throughline emerges: the things we've used to measure value (view counts, credit card rewards, third-party apps, and AI contracts) are quietly expiring. Culture is first. Then comes commerce. This SKU Is Delicious Key takeaways: Shopify Sidekick can now build one-off apps on demand, raising real questions about the future of third-party SaaS. AI geopolitics is here: data centers are now strategic infrastructure, and the "human in the loop" question has military stakes. Meta's move to invoicing ends years of free credit card rewards for brands running paid social,  — and that party's been winding down anyway. MrBeast's long-form view counts are down 50% YoY, even with heavy paid promotion; the algorithm has shifted to interest-based, not subscriber-based. Media buyers optimizing for CPMs are chasing non-real traffic. — Rrecovering a sense of propriety is the only way back. In-Show Mentions: How MrBeast Dominated 2025 Using Advertising Phillip's Big Arch burger virality prediction Get on the list for the Future Commerce x Shoptalk After Party Associated Links: Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Auto lenders are eyeing AI and other digital technologies amid continued industrywide concerns over affordability pressures.Chase Auto will deploy AI that can fully automate the contract booking and funding process in 2026.AI-powered Fintech Agora Data closed a deal on Feb. 26 with blockchain-based platform provider Figure Technologies to tokenize auto loans into real-world assets for investors. The deal will reportedly improve liquidity by increasing access to investors and providing less expensive financing compared to other forms of investment, according to S&P Global.Lenders are also embracing AI and digital tools to empower Gen Z employees, executives at American Honda Finance, Ford Credit, Huntington Bank and Santander Consumer USA said during a panel session at the recent 2026 AFSA Vehicle Finance Conference.On the other hand, social media platforms have provided consumers with a hotbed of misinformation around debt validation practices, prompting concern from compliance experts and auto lenders.Meanwhile, auto finance leaders are focusing on consumers' price concerns in 2026, as customers shift to buying used vehicles and lower financing costs.Additionally, some auto players cut their workforces last week. Automotive marketplace TrueCar cut 30% of its workforce on Feb. 24, and subprime auto lender Prestige Financial Services reportedly laid off between 14 to 16 employees on Feb. 27.EarningsSeveral auto and RV companies reported earnings, and key takeaways include:Online vehicle sales platform ACV Auctions in the fourth quarter reported $18 million in losses related to subprime auto lender Tricolor Holdings' bankruptcy;RV dealer Camping World's finance and insurance revenue fell 6.4% year over year to $111.4 million in Q4, but market share improved;EV maker Lucid Motors' deliveries soared 72% YoY to 5,345 vehicles in Q4;Automaker Stellantis' North American shipments rose 38.9% YoY in the second half of 2025 to 825,000 units in Q4; andTD Bank's indirect auto outstandings totaled $31.7 billion, up 2.9% YoY in its fiscal Q1 2026.In this episode of “Weekly Wrap,” Auto Finance News Editor Amanda Harris, Deputy Editor Johnnie Martinez, Senior Editor Truth Headlam and Associate Editor Aidan Bush discuss trends affecting the automotive industry and key updates for the week ended Feb. 27.

Celsius Holdings has come a long way from a single energy drink product launched more than two decades ago to a scaled platform with multiple billion-dollar beverage brand powerhouses. Although why does it feel like there's still so much more that needs done? Celsius Holdings (NASDAQ: CELH) had quarterly revenue of $721.6 million, which was up 117% YoY. Excluding the Alani Nu acquisition-related financial impact, CELSIUS brand revenue declined 8% YoY. Alani Nu had quarterly revenue of $370 million. Rockstar Energy had quarterly revenue of $45 million. According to recent 13-week retail sales data, CELSIUS increased by 13% YoY...remaining the third-largest energy drink brand in the category with a dollar share of 10.9%. Alani Nu increased retail sales 77% YoY and is now the dominant fourth brand in the U.S. energy drinks market with dollar share of 6.7%. And Rockstar Energy retail sales decreased 10% YoY and is the seventh-largest U.S. energy drink with dollar share of 2.4%. If we look at Celsius Holdings combined brand portfolio, it reached 20% of dollar share...ranking it third and trailing only Red Bull and the combined Monster Beverage portfolio. Additionally, if you were to consider the last 52-week period ending December 28, 2025…Celsius Holdings retail sales surpassed $5.2 billion. Things drastically shifted for CELSIUS because of the August 2022 distribution and investment deal with PepsiCo. Additionally, when Celsius Holdings took ownership of the Rockstar Energy brand last quarter, it designated them the PepsiCo strategic energy drink captain. Also, another major aspect of “Celsius Holdings and PepsiCo strengthening its long-term strategic partnership” was the transition of Alani Nu distribution into the PepsiCo DSD system starting December 2025. So then, in my latest first principles thinking content piece, I'll explore four key factors surrounding why the next 12-18 months will define the future of the Celsius Holdings brand portfolio.

Canada's weak housing market start to 2026, debating whether January's 16.2% year-over-year sales decline signals a deeper slowdown or just winter seasonality.⁠⁠​ National weakness across metrics: Sales down 16.2% YoY, new listings up 7.3%, sales-to-new listings ratio fell to 45%, and HPI down 4.9% YoY⁠⁠​ Regional divergence: Ontario markets (Hamilton, Oakville) down double digits, while secondary markets like Quebec City and Sudbury show double-digit gains⁠⁠​Investor positioning: Buyers have more negotiating leverage; sellers need to price correctly as multiple offers are limited to select markets Try it NordVPN risk-free now with a 30-day money-back guarantee! Use our code "realestate" to get 4 extras months from a 2 years plan Exchange-Traded Funds (ETFs) | BMO Global Asset Management VANCOUVER MULTIPLEX EVENT TICKETS LISTEN AD FREE Realist.caSee omnystudio.com/listener for privacy information.

eDreams ODIGEO Q3 FY26 Financial Results: Subscription Powerhouse Accelerating Toward €270M Cash EBITDA TargetPresented by CFO David de la ElizagaDavid de la Elizaga, CFO of eDreams ODIGEO, presented the company's Q3 FY26 results (nine months ending 31 December 2025), outlining a business undergoing a structural transition — but from a position of operational strength.Strong Underlying ProfitabilityAdjusted EBITDA increased 74% year-on-year to €138.4 million, demonstrating the resilience of the core business. This metric excludes the temporary cash timing impact resulting from the shift from annual upfront Prime subscriptions to annual subscriptions paid in monthly instalments.Cash EBITDA reached €126.7 million (+2% YoY), despite:Investments in new products and geographiesTemporary instability in Ryanair contentSubscription payment timing effectsImportantly, profitability per transaction improved:Cash Marginal Profit rose to €207.8 million (+3%)Cash Marginal Profit Margin expanded to 42%Cash EBITDA margin improved to 26%This signals increasing operating leverage as the Prime member base matures.Prime Membership: The Core Growth EnginePrime subscribers reached 7.7 million (+13% YoY), increasing to 7.8 million in January. Management reaffirmed the FY26 target of 7.9 million members.Prime-related revenue now represents 75% of Cash Revenue Margin, confirming the structural shift from transactional OTA to subscription-led travel platform.Higher customer lifetime value and improved loyalty metrics (+10% increase in NPS) further support the long-term model.Strategic Transition: Short-Term Cash Timing, Long-Term Value CreationThe move to annual subscriptions paid monthly causes a temporary “one-time unwind” in cash metrics. However, the cash remains contractually secured and is collected over 12 months rather than upfront.This shift expands total addressable market, accelerates subscriber growth and diversifies revenue streams.By FY30, management targets:13+ million Prime members€270+ million Cash EBITDA1.5–2.0 million net adds annually (FY28–FY30)Cash EBITDA margin dip to ~15% in FY27 (investment year)Margin recovery to 23% by FY30By FY30, 66% of volume will be diversified away from core European flight exposure.Valuation DisconnectAt current share prices, the company trades at:4.4x FY26 Cash EBITDA4.0x Adjusted EBITDAThis compares with:~8.3x Global OTA average~11.0x B2C subscription averageManagement believes the market significantly undervalues the structural improvement in business quality and long-term cash generation.Capital Allocation & Shareholder ReturnseDreams reinforces confidence through aggressive capital return:€23M shares repurchased this quarter€100M buyback commitment through September 202712M shares already amortised (9.4% of share capital)~24% of market capitalization pending repurchase at current pricesThis implies an exceptional yield profile rarely seen in growth-phase companies.Investment ThesiseDreams ODIGEO is transitioning into a high-margin, recurring revenue travel subscription leader.Despite temporary cash timing headwinds, operational profitability, subscription growth and strategic diversification remain intact.▶️ Other videos:Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/Company Presentation: https://seat11a.com/investor-relations-company-presentation/Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ESG Presentation: https://seat11a.com/investor-relations-esg/T&CThis publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

If Glanbia wanted to further increase Optimum Nutrition and ISOPURE brand household penetration, should it focus more on brand marketing or production innovation? Glanbia Plc (LON:GLB) is a multibillion-dollar global nutrition company that's currently comprised of three divisions that span across the B2B supply chain (i.e. Health & Nutrition and Dairy Nutrition) and branded products (Performance Nutrition). “Health & Nutrition” is a leading global ingredients solutions business, providing value added ingredient and flavor solutions to a range of attractive, high-growth end markets. In 2025, revenue was $629 million, which increased by 11.5% YoY. “Dairy Nutrition” is the number one producer of whey protein isolate…and provides a wide range of dairy and functional protein solutions. In 2025, revenue was $1.52 billion, which increased by 2.8%. The brands in the Glanbia Performance Nutrition portfolio include; Optimum Nutrition, BSN, think!, ISOPURE, and Amazing Grass. In 2025, Glanbia Performance Nutrition revenue was $1.8 billion, which decreased 0.9% YoY. Additionally, I'll dive deeper into Glanbia Performance Nutrition geographical, sales channel, product format, and categorial performance. As part of the branded products portfolio part of the group-wide transformation program announced last November, Glanbia completed the sale of SlimFast and Body & Fit. Optimum Nutrition, which was the initial M&A transaction in 2008 that created the GPN division, now represents 75% of the total revenue. In 2025, Optimum Nutrition generated revenue of approximately $1.35 billion. The other largest GPN brand is ISOPURE, which is a premium high-protein, low-carb brand grounded in purity. And I've loudly proclaimed for several years that “ISOPURE had arguably the largest untapped upside of the entire GPN portfolio.” In fact, I've said it had billion-dollar global brand potential. But with the two largest brands within GPN growing in 2025, what must be solved for Optimum Nutrition and ISOPURE to reach their greatest ambition level. Therefore, our examination will focus on household penetration, as it's often used as a key performance indicator that helps quantify brand health and growth opportunities for CPG brands. Essentially, higher household penetration proves velocity, making retailers more likely to stock a brand, thus increasing all commodity volume, while selling more items to these new households increases total distribution points. Moreover, product innovation and brand marketing act as the "fuel" to this “primary growth engine," accelerating the relationship between household penetration, ACV, and TDPs.

The Business Case for Investing in Your Integrator For years, Megan Long told entrepreneurs that hiring a Second-In-Command wasn't a revenue-generating role, that it was a long game with slow ROI, and not to expect immediate financial benefits to the business. She was wrong.  New data from Second First's quarterly benchmarking reveals that companies investing in their operators and integrators are seeing an average of 28% revenue growth year over year, with a median growth of 10% and 25% reporting significant improvements in strategic alignment with their founder.  While she's not claiming causation, the correlation between investing in Seconds-In-Command and high growth is impossible to ignore. Together you'll break down the four reasons why Megan thinks this is true.  You'll hear all about: 00:29 - Introduction: The exciting data on what high-growth businesses (30%+ YoY) have in common 00:58 - The big reveal: Companies that invest in their second-in-command are growing significantly 01:27 - Important disclaimer: Not claiming causation, but the correlation is hard to ignore 01:33 - The actual numbers from Second First's quarterly benchmarking data 01:43 - Member company results: 28% average revenue growth, 10% median growth year over year 02:24 - Additional finding: 25% reported significant improvement in strategic alignment with their entrepreneur 02:43 - Why investment in operators has real business impact beyond just the programs themselves 02:59 - Megan's confession: "I used to get this so wrong" - the revenue-generating role misconception 03:28 - Why it's important for second-in-commands to know there's data backing up self-investment 03:53 - Reason #1: Leadership Alignment - How peer communities help operators align better with founders 04:38 - Things feel less personal, communication improves, and operators stop guessing what CEOs want 04:59 - The expensive friction that happens when CEO and COO are even slightly misaligned 05:23 - When alignment improves, speed and traction pick up (actual dollar value) 05:28 - Reason #2: Exposure to Better Ways of Doing Things - Why this is Megan's favorite 05:50 - Real hot seat example: Member manually entering data into separate systems 07:04 - Why smart people miss obvious inefficiencies: being "snow blind" to inherited processes 07:57 - The power of eight operators from non-competing industries questioning your normal 08:33 - A great peer group forces you to ask: "Is this actually the best way?" 08:45 - Reason #3: Confirmation - Second-in-command decisions live in gray areas 09:06 - When you operate in a vacuum, self-doubt and second-guessing creep in 09:22 - The incredible value of hearing "Yes, we would approach it the same way" 10:11 - Real example: 200%+ annualized turnover and trusting your gut that something's wrong 11:01 - How confidence creates a ripple effect: faster decisions, better leadership 11:08 - Reason #4: Reducing Risk of Entrepreneur Burnout - The opposite scenario without investment 11:39 - Growth ceiling when entrepreneur becomes the answer to every question 12:05 - Study findings: Weak partnerships lead to early exits; strong partnerships keep founders committed 12:19 - The shift: From "I don't know what to do" to "Here are three solutions from my peer group" 12:57 - When entrepreneurs start saying "Go ask your peer group" - that's a resourced operator 13:30 - Breaking the "selfish" narrative around investing in yourself as an executive 14:00 - Proven ROI on business growth by investing in your second-in-command role 14:22 - Final message: You deserve the same investment your CEO gets, and you deserve people who get it   Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn

DOD – Disrupter Disrupters China markets reopening after Lunar New Year Mexico Cartel Wars Refunds requested for the illegal tariffs PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - The CTP for Caterpillar announced - DOD - Disrupter Disrupters - China markets reopening after Lunar New Year - Mexico Cartel Wars (Jalisco) Markets - Mortgage Rates - looking good! - Tariffs found illegal - that is not stopping anything - Refunds requested for the illegal tariffs - Monday's big drop and AI taking a bite out of stock prices Tariffs - First, who actually knows what is going on. 100% chaos - Supreme court ruled illegal (6-3) - 10% flat across all countries immediately added - Wait a day and make that 15% - FedEx seeks refund for illegal IEEPA tariffs imposed by Trump after the Supreme Court ruled Trump's tariffs exceeded authority - Numerous lawsuits expected for IEEPA tariff refunds - Apple has spent more than $3 billion on tariffs since President Donald Trump enacted his trade policies. What about that? (HOW TO FIGURE OUT WHO GETS THE REFUND) --- Estimate that $175B tariffs have been collected alreay - A group of 22 U.S. Senate Democrats on Monday introduced legislation that would require President Donald Trump's administration to fully refund within 180 days all of the revenue, with interest, collected from tariffs struck down by the U.S. Supreme Court. - The legislation would require the Customs and Border Protection agency, which collects tariffs at U.S. ports of entry, to prioritize small businesses. - The U.S. Customs and Border Protection agency said it will halt collections of tariffs imposed under the International Emergency Economic Powers Act at 12:01 a.m. EST (0501 GMT) on Tuesday Stop The Presses - After years of JCD's rants....... - Apple will soon introduce MacBooks with touch screens - Apple Inc.'s initial touch Macs will have the Dynamic Island at the center top of the display and OLED screen technology. The new MacBook Pro models will have a refreshed, dynamic user interface that can shift between being optimized for touch or point-and-click input. Europe Reacts - "The current situation is not conducive to delivering 'fair, balanced, and mutually beneficial' transatlantic trade and investment, as agreed to by both sides" in the joint statement setting out the terms of last year's trade agreement, the Commission said. "A deal is a deal." - All active discussions are halted on any USA/Europe trade deal The Potential Winners - Brazil and China may be the winners here - Chinese President Xi Jinping has a boost in bargaining power after the US Supreme Court invalidated Donald Trump's broad emergency tariffs, a key point of leverage over China. - The removal of tariff threats will make it harder for Trump to press Xi for larger purchases of certain products and leaves him without a key weapon to strike back if Chinese negotiators make fresh demands. - Xi's team will likely push harder for access to advanced semiconductors, the removal of trade restrictions on Chinese companies, and reduced US support for self-ruled Taiwan, according to Wu Xinbo, director at Fudan University's Center for American Studies. NVDA Earnings - NVIDIA drops its fiscal Q4 2026 (ended Jan 2025) results tomorrow—another make-or-break moment for the AI trade. - The bar is sky-high after years of blowout beats, but whispers of "peak AI" and slowing growth momentum have investors on edge. --- Consensus Expectations : ----Revenue: ~$65.6–$66.1 billion (up ~67–68% YoY from last year's ~$39B; guided $65B ±2% in prior report) ------EPS (adjusted/non-GAAP): ~$1.50–$1.53 (up ~70–72% YoY from $0.89). --------Gross margins: Targeting ~75% non-GAAP (holding strong despite supply chain noise). -----------Key driver: Data Center segment expected to crush ~$58–$60B, fueled by Blackwell ramp and hyperscaler spend. Home Depot Earnings - The home-improvement retailer gained 2.7% after posting fourth-quarter adjusted earnings of $2.72 per share on revenues of $38.20 billion. - That exceeded the per-share earnings of $2.54 on revenues of $38.12 billion expected by analysts polled by LSEG. AMD News - The semiconductor maker rose about 11% after it inked a multiyear deal with Meta to lend up to 6 gigawatts of its graphics processing units to artificial intelligence data centers. - The cost of the deal is unclear, but the companies' agreement includes a a performance-based warrant that could amount to up to 160 million of AMD shares, according to a statement dated Tuesday. - Meta has committed to deploying up to 6 gigawatts (GW) of AMD's Instinct GPUs (high-end graphics processing units optimized for AI workloads) to power its massive AI data centers. - Analysts estimate the GPU portion alone could be worth $60–$100+ billion over 5+ years Mortgage Rates - The average rate on the popular 30-year fixed mortgage fell to 5.99% on Monday, according to Mortgage News Daily, matching its lowest levels since 2022. - Last year at this time the rate was 6.89%. - A buyer putting 20% down on the median priced home, about $400,000 according to the National Association of Realtors, would have a monthly payment of $1,916 for the principal and interest. One year ago, that payment would have been $2,105, a difference of $189. Life Insurance Record - Manulife Financial Corp. sold a $300 million life insurance policy in Singapore, topping what Guinness World Records certified as the most valuable policy ever issued. - The policy surpasses the previous record of $250 million, set by HSBC Life in Hong Kong in 2024. Manulife said in a statement Tuesday that the deal reflects growing demand from ultra-wealthy clients to preserve their assets. - In Singapore over the past 12 months, Manulife has issued 25 individual policies each worth more than $50 million. Bitcoin Rout - Gemini said it was axing as much as a quarter of its staff and exiting the UK, European Union and Australia entirely. - This week, it parted with its chief operating officer, chief financial officer and chief legal officer, all in a single day. - Its stock has fallen more than 80% from a post-listing high last year, collapsing its market value from a peak of almost $4 billion to under $700 million. Over the Greenland - USA sending a "hospital ship" over - Trump's post on the ship came hours after Denmark's Joint Arctic Command said it had evacuated a crew member who required urgent medical treatment from a U.S. submarine in Greenlandic waters, seven nautical miles outside of Greenland's capital, Nuuk. - Greenland said thanks but no thanks So Long! - U.S. investors are pulling money out of their own stock market at the fastest pace in at least 16 years as Big Tech returns fade and better-performing overseas markets look more attractive. - In the last six months, U.S.-domiciled investors have pulled some $75 billion from U.S. equity products, with $52 billion flowing out since the start of 2026 alone, the most in the first eight weeks of the year since at least 2010 AI Disruption - DOD (Disruption of Disrupters) - CrowdStrike -9.8% and other cybersecurity names under heavy pressure again as AI disruption fears build following Anthropic's Claude Code release - - Cybersecurity stocks are under broad pressure today, extending recent weakness following Friday's launch of Claude Code Security by Anthropic. Claude Code Security scans codebases for vulnerabilities and suggests software patches for human review, fueling a narrative that AI platforms may be moving more quickly into parts of the security workflow than investors had previously expected. For cybersecurity, that raises concern around the forward demand outlook and competitive positioning, particularly in areas tied to application security, cloud security, identity workflows, and security operations automation, where AI-native tools could start to narrow perceived differentiation. - The move suggests investors are still sorting through the implications for product overlap, pricing power, and competitive positioning as AI capabilities evolve quickly. - IBM shares dropping toward lows of the session; attributed to news that Claude can automate cobol modernization COBOL (Common Business-Oriented Language) is a high-level, English-like programming language created in 1959 for business, finance, and administrative data processing. It is renowned for its verbosity, readability, and reliability, processing massive amounts of transactions on mainframe systems,, notes NetCom Learning and IBM. Despite being decades old, it remains critical in banking, insurance, and government sectors. - It is estimated that 70-80% of the world's business transactions are processed by COBOL Grok's Prediction about Future of OpenAi/ChatGPT Scenario Likelihood (My Estimate) Key Factors Outcome for OpenAI/ChatGPT Thriving Leader Medium (40%) Sustained breakthroughs, partnerships (e.g., Microsoft), regulatory wins OpenAI as AI giant; ChatGPT as ecosystem hub for agents/robots Evolved Survivor High (50%) Adaptation to agents/hardware; mergers Exists but rebranded; ChatGPT integrated into daily life tools Decline/Acquisition Low (10%) Overcompetition, funding collapse Absorbed or legacy; ChatGPT commoditized or obsolete Quick check on Europe Shares - European company earnings growth is picking up this reporting season against a tentatively improving economic backdrop, but wary investors are demanding more than solid results to justify sky-high valuations. - Companies representing 57% of Europe's market capitalization have reported so far, achieving average earnings growth of 3.9% in the fourth quarter, ahead of estimates for a final result of a contraction of 1.1% --- That is a big differential.... +3.9 vs -1.1 Iran Talks - News over the weekend that Iran will look to discuss a variety of items and potentially get a deal.... energy, mining and aircraft - Best guess: Iran will string us along like Russia is doing and we will say we have some kind of bogus deal. --- There is some talk of US "going in" as we are building military presence. Supposedly there are some saying it could be a multi-week incursion. - What is the plan - Regime change? What is this? - A divided Supreme Court on Tuesday ruled that Americans can't sue the U.S. Postal Service, even when employees deliberately refuse to deliver mail. - By a 5-4 vote, the justices ruled against a Texas landlord, Lebene Konan, who alleges her mail was intentionally withheld for two years. Konan, who is Black, claims racial prejudice played a role in postal employees' actions. - Justice Clarence Thomas, writing for a majority of five conservative justices, said the federal law that generally shields the Postal Service from lawsuits over missing, lost and undelivered mail includes “the intentional nondelivery of mail.” - So can ballots just be thrown in garbage for mail-ins for one party that will throw out another party's?     Love the Show? Then how about a Donation? HE CLOSEST TO THE PIN for CATERPILLAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Brian Szytel from The Bahnsen Group's Newport Beach office recaps Tuesday's market rebound: Dow +370, S&P +0.7%, Nasdaq +1%+, with the 10-year Treasury at 4.03%. He discusses reports of possible tax relief in the State of the Union as potentially positive for productivity and growth, while noting broader political concerns around tariffs and government involvement in private companies. He reviews the finalized broad-based tariff rate of 10% (down from a floated 15%), calling it a meaningful reduction—about $140B less in tariff revenue—supportive of economic growth. Szytel addresses media attention on private credit, saying delinquencies are only modestly higher, spreads remain tight, and lending continues; gated redemptions in some funds reflect illiquid underlying assets, not distress, and cited loan sales were near par (99.70). Economic data was broadly positive: Case-Shiller 20-city home prices +1.4% YoY (0.5% seasonally adjusted), consumer confidence rose to 91.2 vs 88.6 expected, and wholesale inventories were in line at +0.2% for December. 00:00 Market Rebound Recap 00:30 Tax Relief Headlines 01:17 Tariff Rate Update 01:57 Private Credit Reality Check 03:38 Today's Economic Data 04:35 Wrap Up and Thanks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Cognitive Crucible is a forum that presents different perspectives and emerging thought leadership related to the information environment. The opinions expressed by guests are their own, and do not necessarily reflect the views of or endorsement by the Information Professionals Association. During this episode, Doug Abdiel discusses the vivid operational problem of GPS-denied or GPS-degraded environments and how Advanced Navigation is helping operators cut through the fog of modern warfare. Recording Date: 16 Feb 2026 Research Question: Doug Abdiel suggests an interested student or researcher examine the computationally challenging problem of peer-to-peer solutions for signals. Resources: Cognitive Crucible Podcast Episodes Mentioned #237 Josh Segal on Ukraine, Electronic Warfare, and Fast Battlefield Innovation Advanced Navigation P&G Purpose: We believe that every person deserves a chance to obtain long-term, sustainable employment for themselves and their families. For some people, this has never been a problem. For others, through circumstances outside of their control, be it war, famine, or countless other issues, they have never been able to have this sustainable employment. We aim to bridge that gap, helping those people obtain the job skills that they need to succeed. Cigarette Lighter Airport Jammer Battlefield Cellphone Usage Global Navigation Satellite Systems, Inertial Navigation, and Integration by Mohinder S. Grewal, Angus P. Andrews, and Chris G. Bartone Link to full show notes and resources Guest Bio: Doug Abdiel is Global VP Customer Experience and Support at Advanced Navigation, a global leader in autonomous systems and navigation technology. In addition to being a Navigator, Doug is a U.S. Marine, and has served on active duty and in the reserves, where he is currently a Lieutenant Colonel, since 2003. Doug is an experienced leader with a record of driving change in the internet, defence, and social sectors for the past two decades. He has practiced in competitive intelligence, strategic/operational planning, and partnership business development across the Asia-Pacific. Doug is recognized for high-double-digit YoY growth and concurrent cost reduction on eleven-figure P&Ls. He is a community-minded founder, director, and chair of a multimillion-dollar social enterprise that provided over 50 people their first, and most importantly a pathway to their second, jobs in Australia. Doug's opinions are his own and do not necessarily reflect the views of the US Department of War, Department of the Navy, or the US Marine Corps. About: The Information Professionals Association (IPA) is a non-profit organization dedicated to exploring the role of information activities, such as influence and cognitive security, within the national security sector and helping to bridge the divide between operations and research. Its goal is to increase interdisciplinary collaboration between scholars and practitioners and policymakers with an interest in this domain. For more information, please contact us at communications@information-professionals.org. Or, connect directly with The Cognitive Crucible podcast host, John Bicknell, on LinkedIn. Disclosure: As an Amazon Associate, 1) IPA earns from qualifying purchases, 2) IPA gets commissions for purchases made through links in this post.

Can BUM Energy successfully make the move from “supplement store” niche product to the energy drink market's next breakout superstar? Admittedly, while dubbing BUM Energy a “supplement store niche product” is probably unfair…it speaks to how the energy drink was launched as a collaboration between six-time Mr. Olympia Chris Bumstead (CBUM) and his fellow co-owners in the sports nutrition brand RAW Nutrition. And few supplement brands (especially in the last handful of years) have captured the zeitgeist of the fitness and lifestyle community quite like RAW Nutrition (and BUM Energy). Moreover, everyone has likely heard this “broken record” (by now), which expresses my long-held belief (proven correct) that the best and brightest sports nutrition brands could compete against any large CPG incumbent when it comes to functional food and beverage. So, if anything…I'd consider it a somewhat “badge of honor” earned within this journey navigating the rapidly evolving beverage landscape. But then, it's important to establish my definition of a “breakout star” within the approximately $27 billion U.S. energy drinks market…which is currently growing somewhere between the low- to mid-teens percentage YoY range. But when referring to a “breakout star,” I'm talking about (1) being among the “top 15” energy drink brands based on last 52-week retail sales data, (2) growing at least five times the categorical average, and (lastly) not being partially/wholly owned by one of the Big 3 nonalcoholic beverage giants. But in my latest first principles thinking content piece, I'll explore various strategic reasons why I believe BUM Energy is currently positioning itself as one of the most credible challenger energy drink brands. Likewise, why this upcoming “Year 3” will be its most important…especially if BUM Energy wants to become the energy drink market's next breakout superstar.

Overnight in the US, Wall St rebounded from yesterday's sell off, spurred by software stocks as investors fears of AI disruption were eased. The tech heavy Nasdaq lead the way jumping 1%, while the S&P500 and Dow Jones both advanced 0.8%.What to watch today:Back home the ASX is expected to follow suit, with the SPI futures pointing to a 0.75% jump at the open of trade.In reporting season, gaming machine supplier Light and Wonder (ASX:LNW) has reported a 4% rise in revenue to US$3.3 billion, an adjusted net profit before amortisation increase of 18% to US$567 million, which puts them firmly in line with guidance.Other major companies are due to release their results this morning, including Fortescue Metals (ASX:FMG), Woolworths (ASX:WOW) and WiseTech Global (ASX:WTC).So far this reporting season, 206 companies have reported their results, with 38% beating expectations, 32% in line, and 30% missing expectations.Following on from their results, Bell Potter have upgraded end-to-end mining technology solutions provided Imdex (ASX:IMD) from a hold to a buy, and increased their 12-month price target from $3.60 to $4.60 per share. This comes after they announced an underlying EBITDA increase of 22% YoY, which beat forecast by 9%.Similarly, they have maintained their Buy rating on electrical equipment distributor IPD group (ASX:IPG), with a 12-month price target of $5.30, after thei announced an 8% underlying EBITDA increase YoY, which represented a 2% beat on forecast.Additionally today, keep an eye on the January CPI data which is due at 11:30am Sydney today – NAB analysts have predicted that both headline and trimmed-mean inflation will remain unchanged for the month, so any unexpected changes could impact the markets.Finally ending with commodities news,Crude oil has once again remained flat for the 3rd consecutive day, trading at slightly over US$66 per barrel.For precious metals, both gold and silver have pulled back slightly from yesterday's highs, with the former down 1.3% to US$5161 per ounce, and the latter down 1% to US$87.30 per ounce.

The RBA has lifted the cash rate to 3.85% (4 February 2026) — the first hike in over two years.

Wheat Wheat is worth watching now: futures rallying to six-month highs Long-term bearish outlook still most likely Sugar Sugar forfeiture risk and product reformulations will be two non-traditional drivers for the 2027 market Soy complex Trade and profitability: soybean supply and consumption may hinge on those factors Energy markets, be it biofuel or crude oil, soybean oil prices are at the mercy of energy markets, domestic politics, and the geopolitical environment  Corn Corn acreage and consumption: lower YOY acreage (with likely good carry-in for 2026/27) against feed consumption now, ethanol consumption later Host/Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Vice President

New data published by LinkedIn has revealed that despite Europe showing lower levels of hiring and signs of candidate fatigue in major markets, the Irish jobs market remains competitive. Trends in LinkedIn's December jobs data illustrated the candidate fatigue in Europe, with applications per jobseeker falling, with the largest drops in activity recorded in the United Kingdom (down -7.9% YoY), France (-5.7% YoY), and Germany (-3.7% YoY). In contrast, Ireland saw a +2.4% year-on-year rise in applications per candidate. An applicant's network is becoming more important than ever, with LinkedIn data showing that applicants are 3.6× more likely to get hired if connected to an employee at the organisation they are applying for a role at. Ireland A Magnet For AI Talent LinkedIn's latest data also showed signs of how the global labour market is evolving as a result of AI becoming more prevalent in the workplace and broader industry trends. In the near term, AI is creating more jobs globally than it is replacing. In the past two years, employers across the world have created at least 1.3 million "new collar" AI-related job opportunities, including data annotators, AI engineers, and forward-deployed engineers. Demand for AI talent is outstripping supply in Ireland, with the country becoming a net importer of skilled workers. AI engineering talent is 8x more likely to move across borders than the average LinkedIn member. The LinkedIn data showed a +2.2 net increase in net migration of AI engineering talent (per 10k members) to Ireland, placing Ireland second in terms of net beneficiaries globally. The UAE (+4.2) was the biggest AI talent magnet globally, with the top five rounded out by Germany (+2.1), Australia (+1.5) and Singapore (+1.2). Finding The Talent For "New Collar" Jobs Many "new collar" jobs did not exist five years ago, and demand for talent outstrips supply. Organisations having the greatest success in filling their AI talent bench are those that are upskilling existing staff. Skills, not degrees, are becoming the differentiator. Companies can grow their internal AI-capable talent pipeline 8.2× by focusing on skills over job titles or degrees. Interest in AI skills among employees is there, as demonstrated by the time spent on AI-related learning courses on LinkedIn, accelerating over the past year. Commenting on the data, LinkedIn Ireland Country Manager Cara O'Leary said: "While many European countries are showing clear signs of jobseeker fatigue, Ireland is moving in the opposite direction. At a time when applications per candidate are falling in the likes of Germany and the UK, Irish jobseekers are switched on and still confident of finding their next role regardless of economic uncertainty." "Our data shows who you know is just as important as what you know, with candidates significantly more likely to be hired when they know someone at the organisation, reinforcing the importance of relationships alongside experience. For employers, this highlights the growing influence of their own people in attracting talent, with referral schemes one option to incentivise staff." "Demand for 'new collar' jobs continues to outpace supply, but Ireland is proving to be an AI talent magnet, successfully attracting more AI engineers to these shores than those departing. Given that many of these jobs simply didn't exist five years ago, with the pipeline from the education system playing catch-up as a result, companies need to realise that upskilling is the solution. We have never seen higher levels of interest in AI content on LinkedIn, so people are clearly eager to learn. It is in employers' best interests to give their workforce the opportunity if they are to seize a competitive advantage."

Greg Brady talked about School bus cancellations and who makes the call to cancel them when bad weather hits & Food inflation numbers to the sidelines…..12.2% increases in costs for Jan 2026 YOY in restaurants, but, political noise defeats signal. Learn more about your ad choices. Visit megaphone.fm/adchoices

Shoot us a Text.Episode #1271: January sales slid as winter storms and shrinking EV credits cooled demand. Ford's battery pullback shows how policy whiplash hits jobs fast. Amazon is going all-in on its own AI shopping agent.According to the latest NADA Market Beat: January sales came in at a 14.85M SAAR, down 4.1% year-over-year and the lowest January pace since 2024Severe winter storms affected store traffic late in the month, while EV share dipped and hybrids continued to shine.Incentives averaged $3,335 per unit (+5.6% YoY, -5.5% vs. December), landing at 6.6% of MSRP—still well below the pre-pandemic ~10% norm.Translation: OEMs and dealers still have discounting headroom if demand needs a boost.BEV share fell to 6.6% (-1.9 pts YoY) amid the absence of federal EV tax credits.Hybrids are humming right along as they climbed to a 12.6% share (+0.5 pts YoY), continuing their steady momentum.Inventory at 2.53M units, down 9.2% YoY; expected to hover there through the first half before building later in the year.NADA is forecasting a 16m SAARFord's abrupt exit from its battery JV with SK On has left 1,600 Kentucky workers jobless just months after production began. While locals are pointing fingers at Ford, the unraveling of EV tax credits and shifting policy winds added serious pressure to an already cooling EV market.Ford scrapped its multibillion-dollar SK On partnership just four months after batteries started rolling off the line in Kentucky, cutting 1,600 jobs.The elimination of the $7,500 federal EV tax credit and relaxed CAFE standards cooled demand, with Ford admitting “the operating reality has changed.”Kentucky Governor Andy Beshear blamed federal policy, saying 1,600 workers lost jobs “solely because” EV credits were eliminated.Workers like Joe Morgan say Ford misread the market, with one employee adding, “At the end of the day, whatever the government policy would be, the company made the decision.”The plant will remain open under full Ford control, pivoting to battery storage production with about 2,100 jobs—well short of the 5,000 originally promised.As AI shopping agents multiply, Amazon is betting customers will skip the middleman and stick with the retailer they already trust. CEO Andy Jassy says in-house AI will win on experience, accuracy, and loyalty—even as AI-driven retail traffic surges nearly 700% year over year.Amazon argues shoppers want four things: broad selection, low prices, fast delivery, and trust—and Jassy says retailers outperform “horizontal agents” on delivering all four.AI-driven referral traffic to retailers jumped 693% year over year during the 2025 holiday season, signaling rapid adoption of third-party tools.Jassy criticized horizontal agents, saying they lack shopJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Supercell's annual letter was supposed to be routine. Instead, it triggered backlash around Clash Royale's “resurgence” narrative. Influencers were credited for growth, including major names amplifying the story, which upset parts of the community. The reaction escalated to organized boycotts, forcing Ilkka Paananen to issue an apology and update the letter publicly. Meanwhile, revenue tells a simpler story: Clash Royale spiked aggressively, then dropped aggressively, returning close to its previous baseline.Layoffs continue across the industry. Riot cut around 80 people from its 2XKO fighting game. Ubisoft faces union-led strikes following structural division moves that look increasingly like pre-sale positioning. Highguard is downsizing shortly after launch. Unity stock dropped roughly 30%, founders exited, and Bernard Kim steps in. Contrast that with AppLovin reporting $5.4–5.5B revenue in 2025, up ~70% YoY. One side restructures. The other compounds.On the upside, indie and system-driven plays are thriving. The Steam indie hit sold 500k copies in its first week. ARK Raiders drove revenue growth to $3.1B (+6.5%). Overwatch doubled its concurrent record to 165k after a story-driven update. Arknights: Endfield crossed $30M within weeks of launch. The lesson is clear: execution and product-market clarity still win, even when public markets wobble.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 —

After years of ignoring and maligning Windows, Microsoft has finally woken up and is making some happy noises. Last week, we discussed how Microsoft plans to improve the quality of Windows and that there are already many signs of that work in various security features and new OneDrive Folder Backup changes - plus those two new direct reports to Nadella. Then, Microsoft announced its Windows Baseline Security Mode and User Transparency and Consent initiatives with questions about the timing. And now, Microsoft just explained Windows 11 version 26H1, and it's not like 24H2 at all despite being tied to Snapdragon X2 silicon.Something happened ... and that something is tied to 26H1 26H1: Only for Snapdragon X2, a "scoped release," based on a "different core" from 24H2 and 25H2 You cannot upgrade 24H2 or 25H2 to 26H1 You cannot upgrade 26H1 to 26H2 (!) - instead, those on 26H1 "will have a path to update in a future Windows release." - Is that future Windows release Windows 12? Probably 24H2, 25H2, and 26H1 will all have the same user-facing features, this has been the case with all support Windows (11) versions for 2+ years (Remember, this is not what happened with 24H2. Shipped early on Snapdragon X1, but was made available to all Windows 11 PCs later that year) So why is this happening now? Fortune 500/corporate customer pushback on AI is one guess This is GOOD news, however it all unfolds More Windows 11 Yesterday was Patch Tuesday, so get to work. Updates this month include: Agent in Settings (Copilot+ PCs only) improvements. Settings improvements, cross-device Resume improvements, Windows MIDI Services improvements, Narrator improvements, Smart App Control improvements, Windows Hello New ESS improvements, and File Explorer improvements Somewhat related to the quality/security push noted above, Microsoft is rolling out new Secure Boot certificates this year for older (pre-2024/25) PCs Microsoft announces a Store CLI that does (almost) nothing new compared to winget New Dev and Beta builds with minor changes: Emoji 16.0, camera improvements, various fixes More earnings Amazon hits $213.4 billion in revenues, will spend $200 billion CAPEX/AI infrastructure this fiscal year, more than Google ($175/$185 billion) or Microsoft (estimated $150+ billion) Qualcomm $12.25 billion in revenues, up 5 percent Alphabet/Google - Up 18 percent (!) to $113.8 billion - 750 million MAUs on Gemini, 74 percent of revenues come from advertising Spotify - somehow has over 750 million MAUs now AI and dev OpenAI and Anthropic release dueling agentic AI coding models that do more than agentic AI coding within minutes of each other Ads appear in ChatGPT Free and Go as threatened Duck.ai adds private, anonymous real-time AI voice chat NET 11 Preview 1 arrives, but there's nothing major here Xbox & games Microsoft announces the 2025 Xbox Excellence Awards Celebrate 35 years of Id Software - Castle Wolfenstein 3D was a wake-up call for PC gaming, but DOOM was a miracle, and Quake was a real WTF moment Sony sold 8 million PlayStation 5s (down 16 percent YOY) in the holiday quarter, 92 million (!) overall Valve predictably delays the vaporware Steam Machine Epic Games is having a winter sale - for example, Silent Hill 2, GTA V Enhanced are 50 percentR These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/970 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: threatlocker.com/twit helixsleep.com/windows trustedtech.team/windowsweekly365 cachefly.com/twit

After years of ignoring and maligning Windows, Microsoft has finally woken up and is making some happy noises. Last week, we discussed how Microsoft plans to improve the quality of Windows and that there are already many signs of that work in various security features and new OneDrive Folder Backup changes - plus those two new direct reports to Nadella. Then, Microsoft announced its Windows Baseline Security Mode and User Transparency and Consent initiatives with questions about the timing. And now, Microsoft just explained Windows 11 version 26H1, and it's not like 24H2 at all despite being tied to Snapdragon X2 silicon.Something happened ... and that something is tied to 26H1 26H1: Only for Snapdragon X2, a "scoped release," based on a "different core" from 24H2 and 25H2 You cannot upgrade 24H2 or 25H2 to 26H1 You cannot upgrade 26H1 to 26H2 (!) - instead, those on 26H1 "will have a path to update in a future Windows release." - Is that future Windows release Windows 12? Probably 24H2, 25H2, and 26H1 will all have the same user-facing features, this has been the case with all support Windows (11) versions for 2+ years (Remember, this is not what happened with 24H2. Shipped early on Snapdragon X1, but was made available to all Windows 11 PCs later that year) So why is this happening now? Fortune 500/corporate customer pushback on AI is one guess This is GOOD news, however it all unfolds More Windows 11 Yesterday was Patch Tuesday, so get to work. Updates this month include: Agent in Settings (Copilot+ PCs only) improvements. Settings improvements, cross-device Resume improvements, Windows MIDI Services improvements, Narrator improvements, Smart App Control improvements, Windows Hello New ESS improvements, and File Explorer improvements Somewhat related to the quality/security push noted above, Microsoft is rolling out new Secure Boot certificates this year for older (pre-2024/25) PCs Microsoft announces a Store CLI that does (almost) nothing new compared to winget New Dev and Beta builds with minor changes: Emoji 16.0, camera improvements, various fixes More earnings Amazon hits $213.4 billion in revenues, will spend $200 billion CAPEX/AI infrastructure this fiscal year, more than Google ($175/$185 billion) or Microsoft (estimated $150+ billion) Qualcomm $12.25 billion in revenues, up 5 percent Alphabet/Google - Up 18 percent (!) to $113.8 billion - 750 million MAUs on Gemini, 74 percent of revenues come from advertising Spotify - somehow has over 750 million MAUs now AI and dev OpenAI and Anthropic release dueling agentic AI coding models that do more than agentic AI coding within minutes of each other Ads appear in ChatGPT Free and Go as threatened Duck.ai adds private, anonymous real-time AI voice chat NET 11 Preview 1 arrives, but there's nothing major here Xbox & games Microsoft announces the 2025 Xbox Excellence Awards Celebrate 35 years of Id Software - Castle Wolfenstein 3D was a wake-up call for PC gaming, but DOOM was a miracle, and Quake was a real WTF moment Sony sold 8 million PlayStation 5s (down 16 percent YOY) in the holiday quarter, 92 million (!) overall Valve predictably delays the vaporware Steam Machine Epic Games is having a winter sale - for example, Silent Hill 2, GTA V Enhanced are 50 percentR These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/970 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: threatlocker.com/twit helixsleep.com/windows trustedtech.team/windowsweekly365 cachefly.com/twit

After years of ignoring and maligning Windows, Microsoft has finally woken up and is making some happy noises. Last week, we discussed how Microsoft plans to improve the quality of Windows and that there are already many signs of that work in various security features and new OneDrive Folder Backup changes - plus those two new direct reports to Nadella. Then, Microsoft announced its Windows Baseline Security Mode and User Transparency and Consent initiatives with questions about the timing. And now, Microsoft just explained Windows 11 version 26H1, and it's not like 24H2 at all despite being tied to Snapdragon X2 silicon.Something happened ... and that something is tied to 26H1 26H1: Only for Snapdragon X2, a "scoped release," based on a "different core" from 24H2 and 25H2 You cannot upgrade 24H2 or 25H2 to 26H1 You cannot upgrade 26H1 to 26H2 (!) - instead, those on 26H1 "will have a path to update in a future Windows release." - Is that future Windows release Windows 12? Probably 24H2, 25H2, and 26H1 will all have the same user-facing features, this has been the case with all support Windows (11) versions for 2+ years (Remember, this is not what happened with 24H2. Shipped early on Snapdragon X1, but was made available to all Windows 11 PCs later that year) So why is this happening now? Fortune 500/corporate customer pushback on AI is one guess This is GOOD news, however it all unfolds More Windows 11 Yesterday was Patch Tuesday, so get to work. Updates this month include: Agent in Settings (Copilot+ PCs only) improvements. Settings improvements, cross-device Resume improvements, Windows MIDI Services improvements, Narrator improvements, Smart App Control improvements, Windows Hello New ESS improvements, and File Explorer improvements Somewhat related to the quality/security push noted above, Microsoft is rolling out new Secure Boot certificates this year for older (pre-2024/25) PCs Microsoft announces a Store CLI that does (almost) nothing new compared to winget New Dev and Beta builds with minor changes: Emoji 16.0, camera improvements, various fixes More earnings Amazon hits $213.4 billion in revenues, will spend $200 billion CAPEX/AI infrastructure this fiscal year, more than Google ($175/$185 billion) or Microsoft (estimated $150+ billion) Qualcomm $12.25 billion in revenues, up 5 percent Alphabet/Google - Up 18 percent (!) to $113.8 billion - 750 million MAUs on Gemini, 74 percent of revenues come from advertising Spotify - somehow has over 750 million MAUs now AI and dev OpenAI and Anthropic release dueling agentic AI coding models that do more than agentic AI coding within minutes of each other Ads appear in ChatGPT Free and Go as threatened Duck.ai adds private, anonymous real-time AI voice chat NET 11 Preview 1 arrives, but there's nothing major here Xbox & games Microsoft announces the 2025 Xbox Excellence Awards Celebrate 35 years of Id Software - Castle Wolfenstein 3D was a wake-up call for PC gaming, but DOOM was a miracle, and Quake was a real WTF moment Sony sold 8 million PlayStation 5s (down 16 percent YOY) in the holiday quarter, 92 million (!) overall Valve predictably delays the vaporware Steam Machine Epic Games is having a winter sale - for example, Silent Hill 2, GTA V Enhanced are 50 percentR These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/970 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: threatlocker.com/twit helixsleep.com/windows trustedtech.team/windowsweekly365 cachefly.com/twit

After years of ignoring and maligning Windows, Microsoft has finally woken up and is making some happy noises. Last week, we discussed how Microsoft plans to improve the quality of Windows and that there are already many signs of that work in various security features and new OneDrive Folder Backup changes - plus those two new direct reports to Nadella. Then, Microsoft announced its Windows Baseline Security Mode and User Transparency and Consent initiatives with questions about the timing. And now, Microsoft just explained Windows 11 version 26H1, and it's not like 24H2 at all despite being tied to Snapdragon X2 silicon.Something happened ... and that something is tied to 26H1 26H1: Only for Snapdragon X2, a "scoped release," based on a "different core" from 24H2 and 25H2 You cannot upgrade 24H2 or 25H2 to 26H1 You cannot upgrade 26H1 to 26H2 (!) - instead, those on 26H1 "will have a path to update in a future Windows release." - Is that future Windows release Windows 12? Probably 24H2, 25H2, and 26H1 will all have the same user-facing features, this has been the case with all support Windows (11) versions for 2+ years (Remember, this is not what happened with 24H2. Shipped early on Snapdragon X1, but was made available to all Windows 11 PCs later that year) So why is this happening now? Fortune 500/corporate customer pushback on AI is one guess This is GOOD news, however it all unfolds More Windows 11 Yesterday was Patch Tuesday, so get to work. Updates this month include: Agent in Settings (Copilot+ PCs only) improvements. Settings improvements, cross-device Resume improvements, Windows MIDI Services improvements, Narrator improvements, Smart App Control improvements, Windows Hello New ESS improvements, and File Explorer improvements Somewhat related to the quality/security push noted above, Microsoft is rolling out new Secure Boot certificates this year for older (pre-2024/25) PCs Microsoft announces a Store CLI that does (almost) nothing new compared to winget New Dev and Beta builds with minor changes: Emoji 16.0, camera improvements, various fixes More earnings Amazon hits $213.4 billion in revenues, will spend $200 billion CAPEX/AI infrastructure this fiscal year, more than Google ($175/$185 billion) or Microsoft (estimated $150+ billion) Qualcomm $12.25 billion in revenues, up 5 percent Alphabet/Google - Up 18 percent (!) to $113.8 billion - 750 million MAUs on Gemini, 74 percent of revenues come from advertising Spotify - somehow has over 750 million MAUs now AI and dev OpenAI and Anthropic release dueling agentic AI coding models that do more than agentic AI coding within minutes of each other Ads appear in ChatGPT Free and Go as threatened Duck.ai adds private, anonymous real-time AI voice chat NET 11 Preview 1 arrives, but there's nothing major here Xbox & games Microsoft announces the 2025 Xbox Excellence Awards Celebrate 35 years of Id Software - Castle Wolfenstein 3D was a wake-up call for PC gaming, but DOOM was a miracle, and Quake was a real WTF moment Sony sold 8 million PlayStation 5s (down 16 percent YOY) in the holiday quarter, 92 million (!) overall Valve predictably delays the vaporware Steam Machine Epic Games is having a winter sale - for example, Silent Hill 2, GTA V Enhanced are 50 percentR These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/970 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: threatlocker.com/twit helixsleep.com/windows trustedtech.team/windowsweekly365 cachefly.com/twit

On Muses Thursday in New Orleans, Doug and Greg Stokes look at declining rental prices and forward-looking real estate value, and make predictions for what this data means for rate cuts. The guys also discuss human behavior with prediction markets, the current and future outlook for cryptocurrency, and the contrasting performance of old-world versus new-world companies. Key Takeaways [00:17] - Rent rates are down for the 32nd consecutive month [05:05] - Forward-looking value in real estate [09:00] - Prediction markets and human nature [13:01] - What's going on with crypto/Bitcoin [18:46] - Old vs New World market dynamics  View Transcript Links US rents down 1.4% over the last year, the 32nd consecutive month with a YoY decline. Israeli Soldiers Accused of Using Polymarket to Bet on Strikes Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener's individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener's choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.

After years of ignoring and maligning Windows, Microsoft has finally woken up and is making some happy noises. Last week, we discussed how Microsoft plans to improve the quality of Windows and that there are already many signs of that work in various security features and new OneDrive Folder Backup changes - plus those two new direct reports to Nadella. Then, Microsoft announced its Windows Baseline Security Mode and User Transparency and Consent initiatives with questions about the timing. And now, Microsoft just explained Windows 11 version 26H1, and it's not like 24H2 at all despite being tied to Snapdragon X2 silicon.Something happened ... and that something is tied to 26H1 26H1: Only for Snapdragon X2, a "scoped release," based on a "different core" from 24H2 and 25H2 You cannot upgrade 24H2 or 25H2 to 26H1 You cannot upgrade 26H1 to 26H2 (!) - instead, those on 26H1 "will have a path to update in a future Windows release." - Is that future Windows release Windows 12? Probably 24H2, 25H2, and 26H1 will all have the same user-facing features, this has been the case with all support Windows (11) versions for 2+ years (Remember, this is not what happened with 24H2. Shipped early on Snapdragon X1, but was made available to all Windows 11 PCs later that year) So why is this happening now? Fortune 500/corporate customer pushback on AI is one guess This is GOOD news, however it all unfolds More Windows 11 Yesterday was Patch Tuesday, so get to work. Updates this month include: Agent in Settings (Copilot+ PCs only) improvements. Settings improvements, cross-device Resume improvements, Windows MIDI Services improvements, Narrator improvements, Smart App Control improvements, Windows Hello New ESS improvements, and File Explorer improvements Somewhat related to the quality/security push noted above, Microsoft is rolling out new Secure Boot certificates this year for older (pre-2024/25) PCs Microsoft announces a Store CLI that does (almost) nothing new compared to winget New Dev and Beta builds with minor changes: Emoji 16.0, camera improvements, various fixes More earnings Amazon hits $213.4 billion in revenues, will spend $200 billion CAPEX/AI infrastructure this fiscal year, more than Google ($175/$185 billion) or Microsoft (estimated $150+ billion) Qualcomm $12.25 billion in revenues, up 5 percent Alphabet/Google - Up 18 percent (!) to $113.8 billion - 750 million MAUs on Gemini, 74 percent of revenues come from advertising Spotify - somehow has over 750 million MAUs now AI and dev OpenAI and Anthropic release dueling agentic AI coding models that do more than agentic AI coding within minutes of each other Ads appear in ChatGPT Free and Go as threatened Duck.ai adds private, anonymous real-time AI voice chat NET 11 Preview 1 arrives, but there's nothing major here Xbox & games Microsoft announces the 2025 Xbox Excellence Awards Celebrate 35 years of Id Software - Castle Wolfenstein 3D was a wake-up call for PC gaming, but DOOM was a miracle, and Quake was a real WTF moment Sony sold 8 million PlayStation 5s (down 16 percent YOY) in the holiday quarter, 92 million (!) overall Valve predictably delays the vaporware Steam Machine Epic Games is having a winter sale - for example, Silent Hill 2, GTA V Enhanced are 50 percentR These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/970 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: threatlocker.com/twit helixsleep.com/windows trustedtech.team/windowsweekly365 cachefly.com/twit

After years of ignoring and maligning Windows, Microsoft has finally woken up and is making some happy noises. Last week, we discussed how Microsoft plans to improve the quality of Windows and that there are already many signs of that work in various security features and new OneDrive Folder Backup changes - plus those two new direct reports to Nadella. Then, Microsoft announced its Windows Baseline Security Mode and User Transparency and Consent initiatives with questions about the timing. And now, Microsoft just explained Windows 11 version 26H1, and it's not like 24H2 at all despite being tied to Snapdragon X2 silicon.Something happened ... and that something is tied to 26H1 26H1: Only for Snapdragon X2, a "scoped release," based on a "different core" from 24H2 and 25H2 You cannot upgrade 24H2 or 25H2 to 26H1 You cannot upgrade 26H1 to 26H2 (!) - instead, those on 26H1 "will have a path to update in a future Windows release." - Is that future Windows release Windows 12? Probably 24H2, 25H2, and 26H1 will all have the same user-facing features, this has been the case with all support Windows (11) versions for 2+ years (Remember, this is not what happened with 24H2. Shipped early on Snapdragon X1, but was made available to all Windows 11 PCs later that year) So why is this happening now? Fortune 500/corporate customer pushback on AI is one guess This is GOOD news, however it all unfolds More Windows 11 Yesterday was Patch Tuesday, so get to work. Updates this month include: Agent in Settings (Copilot+ PCs only) improvements. Settings improvements, cross-device Resume improvements, Windows MIDI Services improvements, Narrator improvements, Smart App Control improvements, Windows Hello New ESS improvements, and File Explorer improvements Somewhat related to the quality/security push noted above, Microsoft is rolling out new Secure Boot certificates this year for older (pre-2024/25) PCs Microsoft announces a Store CLI that does (almost) nothing new compared to winget New Dev and Beta builds with minor changes: Emoji 16.0, camera improvements, various fixes More earnings Amazon hits $213.4 billion in revenues, will spend $200 billion CAPEX/AI infrastructure this fiscal year, more than Google ($175/$185 billion) or Microsoft (estimated $150+ billion) Qualcomm $12.25 billion in revenues, up 5 percent Alphabet/Google - Up 18 percent (!) to $113.8 billion - 750 million MAUs on Gemini, 74 percent of revenues come from advertising Spotify - somehow has over 750 million MAUs now AI and dev OpenAI and Anthropic release dueling agentic AI coding models that do more than agentic AI coding within minutes of each other Ads appear in ChatGPT Free and Go as threatened Duck.ai adds private, anonymous real-time AI voice chat NET 11 Preview 1 arrives, but there's nothing major here Xbox & games Microsoft announces the 2025 Xbox Excellence Awards Celebrate 35 years of Id Software - Castle Wolfenstein 3D was a wake-up call for PC gaming, but DOOM was a miracle, and Quake was a real WTF moment Sony sold 8 million PlayStation 5s (down 16 percent YOY) in the holiday quarter, 92 million (!) overall Valve predictably delays the vaporware Steam Machine Epic Games is having a winter sale - for example, Silent Hill 2, GTA V Enhanced are 50 percentR These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/970 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: threatlocker.com/twit helixsleep.com/windows trustedtech.team/windowsweekly365 cachefly.com/twit

Subscribe to DTC Newsletter - https://dtcnews.link/signupBushbalm co-founder David Gaylord returns for his third appearance on the pod — and he brought receipts.The brand just pulled off one of the most impressive growth runs in DTC:70% YoY revenue growth18,000+ waxing salon accounts (up from 2,000 in 2023)Expanded shelf space at Ulta BeautyFocused DTC growth (+25%) while spending less on MetaWe unpack how they've built a growth machine that's lean, durable, and built on word of mouth — not channel sprawl.For DTC brands thinking bigger than Meta ads.Why their pro channel is the ultimate word-of-mouth flywheelHow they invest $200K+ into retail the right wayWhat goes into planning a product launch 2 years outWhy pulling back on Meta actually helped retentionHow exclusivity (not everywhere all at once) became their moatWho this is for: Brands navigating retail, trade marketing, or B2B scaleWhat to steal:How to anchor your retail bet on ONE whale by building deepBuild demand from the pros outwardTreat your best partners like real channels (with loyalty perks + exclusive SKUs)Timestamps00:00 Bushbalm's 70% growth and shift to profitability02:30 Why retail and the pro channel now drive the business06:20 Going deep with one key retailer instead of many09:40 How trade marketing and in-store displays impact sales12:30 DTC growth, Meta ads, and changing channel priorities18:00 Launching exclusive products through the pro channel22:00 Simplifying DTC assortments to improve performance25:00 Category rewiring in hair removal and skincare31:40 Expanding shelf space versus adding new retailers37:00 Building a sustainable, profitable growth engineHashtags#DTCPodcast #Bushbalm #DavidGaylord #DTC #Ecommerce #RetailStrategy #BeautyBrand #FounderJourney #RetailMarketing #ProChannel #UltaBeauty #BrandGrowth #Omnichannel Subscribe to DTC Newsletter - https://dtcnews.link/signupAdvertise on DTC - https://dtcnews.link/advertiseWork with Pilothouse - https://dtcnews.link/pilothouseFollow us on Instagram & Twitter - @dtcnewsletterWatch this interview on YouTube - https://dtcnews.link/video

Auto dealers and lenders are looking to new technologies and ventures to grow operations as the retail auto market faces uncertainty, especially around used vehicles and EVs, in 2026. Dealer captive financier AutoNation Finance's originations rose 66% year over year in 2025. Meanwhile, the retailer's full-year finance and insurance revenue increased 7.7% YoY to $1.5 billion, which represented 5.3% of total revenue and 29.6% of total gross profit, according to the company's earnings release. Additionally, AutoNation Finance is looking to improve call center operations with the deployment of Balto AI, while Capital One also aims to boost call centers with AI.  Bank of America is navigating affordability needs of consumer finance customers by expanding its 84-month-term eligibility for auto loans and advancing lending technology, especially in the RV space. Other lenders are taking different paths to growth: Huntington Bank expects its $7.4 billion merger with Cadence Bank to drive auto originations  growth; and  Fellow bank financier Santander acquired U.S.-based Webster Bank for $12.2 billion on Feb. 6. Dealers and lenders continue various strategies for growth in a complicated auto market, as J.D. Power predicts flat retail sales of 13.6 million units in 2026 and declining retailer profit, while projecting that used-vehicle prices could drop as much as 4% this year. All of this comes as auto dealers and lenders descended on Las Vegas last week for several key events, including the American Financial Services Association's Vehicle Finance Conference and Expo, the J.D. Power Auto Summit 2026 and the National Automobile Dealers Association Show. Auto Finance News was on site throughout the events, speaking to lenders, dealers and analysts. Keep an eye out for more news from those event. In this episode of “Weekly Wrap,” Auto Finance News Editor Amanda Harris, Deputy Editor Johnnie Martinez, Senior Editor Truth Headlam and Associate Editor Aidan Bush discuss trends affecting the automotive industry and key updates for the week ended Feb 6. 

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Dear BellRing Brands board of directors…please consider this my formal submission for your open CEO position! BellRing Brands (NYSE: BRBR) is a portfolio that owns a collection of convenient nutrition brands like Premier Protein and Dymatize Nutrition, which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in above average categorical growth rates and increased household penetration of RTD protein shakes that promote active lifestyles. Additionally, powders are becoming more mainstream, and category proliferation has created an environment where more consumers are purchasing both every day and performance nutrition positioned protein products at grocery stores and mass retailers. Bellring Brands reported 2026 Q1 net sales of $537.3 million, which was up 0.8% YoY. Premier Protein (~85% of BellRing Brands total revenue) declined 1.2% YoY, resulting from mostly incremental promotions lowering net pricing. Dymatize Nutrition was up 15.8% YoY, stemming from strong volume growth (particularly across international markets). Moreover, I provide deep dives into Premier Protein RTD protein shakes business activity, along with examining similar metrics surrounding the protein powders from Premier Protein and Dymatize Nutrition. But my latest first principles content piece will end with a "formal" submission for the upcoming open CEO position, as Darcy Davenport has decided to retire, effective upon whichever is earlier…the appointment of a new CEO or the end its fiscal year 2026. And most will scoff at my boldness thinking I can run a multibillion-dollar public company…but double-check those receipts because I'd put my very public “visionary field notes” up against anyone regarding BellRing Brands and the larger “wellness CPG” market dynamics. Although more so than anything…I recognized early that what got Premier Protein here, won't get it there (with “there” being an independent public company with $4 billion in net sales heading into fiscal year 2030). So, I'll provide future-proofing details on what would arguably be my three most-critical forward-looking strategic initiatives as the new CEO of BellRing Brands. Firstly, as the popularity of protein pushes the macronutrient into top-of-mind status (arguably creating more purchasing impulsivity), I must re-position Premier Protein for this marketplace shift. Secondly, Premier Protein cannot (and should not) become an “everything to everyone” brand. Thirdly, I must hedge against the reality that our protein powder emulsion beverages, which are essentially my entire business, might not be the market's most desirable consumption experience going forward (and will be foundationally replaced by ultra-filtered milk).

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

As sales teams kick off 2026 with ambitious new quotas, they're turning to AI, especially agents, to hit their numbers. A new survey of more than 4,000 sales professionals, including 100 in Ireland, reveals AI as a top tactic to drive company growth this year. The data also reveals why: Sales teams are increasingly stretched between changing customer demands and limited bandwidth to meet them. The real drag on productivity, the research suggests, isn't effort or skill; it's administrative bottlenecks, a challenge hitting Gen Z sellers hardest. This year, they're turning to AI and agents to do more with what they have: 87% of Irish sales leaders with agents say they're critical for meeting business demands. By improving productivity, these agents are freeing sellers to do what they do best. "We want to kill the busywork so our teams can focus on what actually moves deals forward: building relationships and driving success," said Adam Alfano, EVP of Sales at Salesforce. "AI agents make that possible." Detailed Findings: Sellers are doubling down on AI agents and deploying them across the entire sales cycle. AI adoption in sales is already mainstream: 87% of Irish sales organisations currently use some form of AI for tasks like prospecting, forecasting, lead scoring, or drafting emails. Irish sellers using AI report meaningful value: 89% say AI deepens customer understanding, and 79% say it makes their job less stressful. AI agent adoption is accelerating quickly: 48% of Irish sellers say they've used agents, and just over half (51%) plan to by 2027. Once fully implemented, Irish sellers expect agents to cut prospect research time by 36% and email drafting by 36%, giving sales teams meaningful time back in their day. Alfano revealed how his own teams use AI agents to drive impact. "AI agents have changed how we operate," he said. "They help us onboard reps and quote complex deals faster and personalise outreach with better intel. Plus, they're prospecting24/7. It's not just efficiency gains in one department, agents are reshaping our entire sales engine." Top-performing sellers are 1.7 times more likely to use prospecting AI agents for outreach than underperformers. 39% of Irish sales reps point to cold calling as the worst part of their job, yet a strong pipeline requires more contacts and more engagement than teams can deliver on their own. Despite devoting nearly one full day of their workweek to prospecting efforts, 41% of Irish sellers say they lack bandwidth to do adequate cold outreach. To close the capacity gap, 47% of Irish sales professionals are using AI for prospecting, with another 51% planning to do so in the future. 92% of global sellers with AI agents say it benefits their prospecting efforts. Globally, high performers (sellers who have substantially increased year-over-year revenue) are 1.7 times more likely to use agents to help with prospecting than underperformers who merely maintained or decreased YOY revenue. "At Salesforce, we use agents to work all our untouched leads," said Alfano. "We used to let these leads fall to the floor like sawdust. Now, agents sweep them up and sift for gold. In four months, agents contacted 130,000 leads and created 3,200 opportunities. Next year, we believe these numbers will be 10 times higher." Administrative friction is hitting the lower rungs of the career ladder hardest. The grunt work tax is real: While the average seller spends 40% of their time selling, Gen Z reps overall are trapped at just 35%, losing approximately two full hours each week to manual data entry that senior reps spend researching prospects and building relationships. They're also navigating a mentorship drought: 46% rarely get feedback on their sales conversations. 47% don't get enough roleplay opportunities before customer calls. When asked what prevents effective enablement, Gen Z points to lack of manager time as the #1 obstacle, while millennials, Gen Xers, and baby boomers cite lack of access to...

Join the Discord and Partner with us via Patreon: https://www.patreon.com/purehustlepodcast MY RESLLER GENIE - USE OUR CODE “PUREHUSTLE” all in caps: https://www.myresellergenie.com/?ref=purehustle In this double update episode of Pure Hustle Podcast, Mike and Orlando dive into the realities of balancing reselling with full-time jobs, building discipline for daily listing and sourcing amid tight schedules, and the challenges of thrifting at Goodwill amid record crowds and high prices. They discuss economic signals like Goodwill's booming $7 billion revenue in 2025 (up 7% YoY) as shoppers stretch dollars, free shipping supplies hacks (Poshmark Ground Advantage boxes), negotiation tactics for consignment deals, and mindset shifts around taxes and profitable flips. Random stories cover owing taxes after a strong year, the viral Costco x Nike SB Dunk Low "Grey Fog" drop (limited in-store release for ~$135, now reselling higher), KFC's sold-out "Bowl-O-Tie" bolo ties, and hype vs. reality in limited drops. Hustles of the Week highlight massive collections buys, signed D&D books, rare NES games, and helpful low-margin flips. 00:00 - Intro and Episode Format 00:14 - Back-to-Back Updates Explained 01:16 - Orlando's Update: Discipline, Listing Habits, Sourcing Choices 05:37 - Negotiation Realities and Consignment Stories 07:05 - QR Code Idea for Sellers, eBay Fees Breakdown 12:01 - Free Shipping Supplies Hacks (Poshmark, USPS, UPS) 16:36 - Mike's Update: Snow/Ice Storm Shipping Delays, Goodwill Struggles 22:14 - Goodwill/Thrift Economy Boom Discussion 27:24 - My Reseller Genie Promo and Tax Prep 29:35 - Random Stories: Taxes After Strong Year, Costco Nike Drop 33:33 - KFC Bowl-O-Tie and Limited Drop Hype 46:01 - Hustles of the Week: D&D Signed Book, Massive Video Game Haul, Camera Lenses, Travis Scott Hoodie 57:45 - Looking Forward: Garage Sales, Estate Sales, Prioritizing In-Person Sourcing 58:49 - Closing Thoughts on Reselling Opportunities    

In this episode, the hosts dive into a Florida-based SaaS company in the real estate sector that's priced to sell—but bleeding revenue.Business Listing – https://app.acquire.com/startup/26wwAQaY24S5C4txn71j2HdqiKu2/x8eRIpHn7PfpSoYsGPTD?utm_medium=email&_hsenc=p2ANqtz-8LEzB2ryhB4m0MQmOHRKit018nnoNJu6uuI2GFxXea-Y3y7JV2S-lwR5fiogyjJ_EmM-ewVsI_rTWlzqw_GqYUfRwwPw&_hsmi=396428624&utm_content=396428624&utm_source=hs_emailWelcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.

Linktree: ⁠https://linktr.ee/Analytic⁠Join The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: ⁠https://ow.ly/msoH50WCu0K⁠In the Notorious Mass Effect segment, Analytic Dreamz dives deep into the RAM Price Crisis (2025–2026), unpacking the key data, market drivers, and real consumer impact behind the dramatic surge in memory costs.RAM prices have skyrocketed into a sustained inflation cycle heading into 2026, fueled by explosive AI data center demand that prioritizes high-bandwidth memory (HBM) and diverts supply from consumer DRAM. Manufacturing bottlenecks, limited cleanroom capacity, and lithography constraints exacerbate the shortage, while major players like Micron exit consumer RAM sales (Crucial brand in December 2025) to focus on higher-margin AI segments. Samsung and SK hynix report massive profit surges amid the boom.DDR5 RAM has seen prices more than quadruple (+340–344%) since July 2025, with a +27% month-on-month jump from December to January 2026. DDR4 and older standards are rising even faster recently (+46% MoM in January), narrowing the gap with newer tech. ComputerBase's fixed-basket analysis confirms average prices have quadrupled versus September 2025, with Germany's retail tracking—Europe's largest PC hardware market—mirroring global trends, including growing secondary-market distortions.Secondary effects hit related components hard: SSDs up +79%, hard drives +53%, GPUs +14% (with street prices far exceeding MSRP on models like RTX 5070 Ti). Specific examples include 2TB NVMe drives jumping 60–159% and NAS HDDs doubling.Analyst forecasts from TrendForce and Omdia point to +50–60% DRAM contract price hikes in Q1 2026, following 40–70% YoY increases in 2025. PC shipments grew +9.2% in 2025 but face potential declines in 2026, while smartphone output forecasts drop ~20% for some brands, risking +30% price hikes or spec downgrades. Gaming consoles may see delays or higher launch prices.Apple's upgrade costs (e.g., $400 for 16GB→32GB) already outpace comparable DDR5 sticks, with M6 Macs potentially facing steeper hikes or supply delays if AI firms continue outbidding.The core takeaway: This AI-driven structural shift has quadrupled RAM prices in under six months, with volatility persisting through 2026. A plateau is the most optimistic scenario—no full reversal in sight. Analytic Dreamz breaks down the data, root causes, and widespread ripple effects across PCs, smartphones, and beyond.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsPrivacy & Opt-Out: https://redcircle.com/privacy

TN Lee is CoFounder and CEO of Pendle.Pendle generates revenue through two streams: YT fees (5% of all yield and points accrued) and swap fees from PT trading activity. The protocol settled $45 billion in value for PT holders in just 2025, nearly doubling revenue YoY as TVL grew from $6.9B to $13.4B. But the real story for 2026 is Boros, Pendle's new rates trading platform that's already hit $200M in open interest and is positioning itself as infrastructure for the explosive growth in onchain RWA and equity perps.In this episode of Revenue Meta, we cover:+ Pendle's dual revenue model+ Why vePENDLE is being replaced with sPENDLE+ How Boros enables traders to hedge funding rate risk on CEX/DEX perps+ 2026 growth strategy: RWAs, institutional adoption, and rates trading at scale------

OpeningReformer Machine Workout at YogaSource in Los Gatos. Indiana. Fernando Mendoza is a truly special. Markets1 Year: VGT/QQQ 17%. S&P 500 17%. 2025: 1 yr and 10 yrQQQ: 20.8% and 19.4% = $100k > 620VOO 17.8% and 14.8% = $100k > 400VXUS: 32% and 8.5% Gold and Silver. Great year. 77% and 200%. That's 3x. IBIT and Etha: Down 14% and 10%. NetflixGreat earnings call. 17.6% YoY revenue growth, better than Q4 2024 of 16%. Warner Brothers Acquistion is huge overhang. It will help them: IP. Harry Potter, DC Comics, Game of Thrones, Matrix, Sopranos, Succession, Lord of the Rings. BarbieHBO!LemonadeHIMS. TeslaAutonomous. Finally pulling the driver out in Austin. No longer able to buy FSD outright. Needs to be subscriptionLemonade cutting premiums by 50% if you drive a Tesla with FSD. Important implications for all car insurers.Humanoid RobotsYes Boston Dynamics and many others particularly in China are great, but… Manufacturing, Software, Hardware, ….XAI Will have more AI compute than all others combined in < 5years! From ElonThe Colossus 2 supercomputer for @Grok is now operational. First Gigawatt training cluster in the world. Upgrades to 1.5GW in April.I'm using Gemini and Grok. Perfect combo.  SpaceXSpaceX will be ~99% of all Earth payload mass to orbitI think there will be an allocation to Tesla LT shareholders. Could be $1.5T, but could go to $10T.  PoliticsWealth Tax Wealth Tax. 1 time 5% on Billionairs. No limitations on quantity or $ limit. Play Ben Horowitz on wealth tax. More taxes is not the answer. Eliminate Fraud, waste and abuse!Billionaires ~$8T, everyone else $170t.The two Google founders per Gemini represented 23 percent of the aggregate billionaire wealth in CA. Throw in Peter Thiel and well over 30 percent is goneVideo here. https://x.com/bennyjohnson/status/2014785916083020062$23m$125k Rover seizedHome in GreeceMansion in LABalance the Budget State Audit Report hereBudget Summary.05% of Californian's or ~8500 people making over $10m per year pay 25% of the personal income tax liability. 1% of Californian's pay 49% of Personal Income Tax. $54 billion Uhaul Growth Index: Companies moving out of CaliforniaRecommendations:RoganBradley CooperBen Affleck and Matt DamonEthan HawkeTim Ferris and Bill Gurley

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe world is continually paying the [CB]s more and more of their hard earned labor. In Germany the people are taxed 42%, almost half of their income. Fed inflation indicator reports no inflation, Truinflation reports inflation is at 1.2%.BoA and Citibank are in talks to offer 10% credit card. Trump says US will the crypto capital of the world. Globalism/[CB] system has failed, the power will return to the people. The patriots are sending a message, DOJ 2.0 is not like DOJ 1.0, same with the FBI, you commit a crime you will be arrested. The message is clear, the protection from these agencies are gone. Bondi arrest the Church rioters. Trump’s message at DAVOS is clear, the [DS] power and agenda is no more. Trump is now in control and the world will begin to move in a different direction, either you are on board or you will be left behind. The power belongs to the people.   Economy https://twitter.com/WallStreetMav/status/2014289396112011443?s=20 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Fed’s Favorite Inflation Indicator Refuses To Show Any Signs Of Runaway ‘Trump Tariff’ Costs The Fed’s favorite inflation indicator – Core PCE – rose 0.2% MoM (as expected), which leave it up 2.8% YoY (as expected), slightly lower than September’s +2.9%…   Bear in mind that this morning’s third look at Q3 GDP printed a +2.9% YoY for Core PCE. Under the hood, the biggest driver of Core PCE remains Services costs – not tariff-driven Goods prices…   In fact, on a MoM basis, Non-durable goods prices saw deflation for the second month in a row…   Source: zerohedge.com https://twitter.com/truflation/status/2014322072286302619?s=20 – Food – mostly Eggs – Household durables – particularly housekeeping supplies – Alcohol & tobacco – mostly alcoholic beverages Our number is derived by aggregating millions of real-time price data points every day to calculate a year-over-year CPI % rate. It is comparable but not identical to the survey-based official headline inflation released monthly by the BLS, which was 2.7% for December. Bank Of America, Citigroup May Launch Credit Cards With 10% Rate Two weeks after Trump shocked the world by demanding lenders cap credit card interest rates at 10% for one year, Bank of America and Citigroup are exploring options to do just that in an attempt to placate the president.  Bloomberg reports that both banks are mulling offering cards with a 10% rate cap as one potential solution.  Earlier this week, Trump said he would ask Congress to implement the proposal, giving the financial firms more clarity about what exact path he's pursuing. Bank executives have repeatedly decried the uniform cap, saying it'll cause lenders to have to pull credit lines for consumers.  Source: zerohedge.com Trump sues JPMorgan Chase and CEO Jamie Dimon for $5B over alleged ‘political’ debanking The lawsuit claims JPMorgan’s decision ‘came about as a result of political and social motivations’ to ‘distance itself’ Trump and his ‘conservative political views’  President Donald Trump is suing JPMorgan Chase and its CEO Jamie Dimon in a $5 billion lawsuit filed Thursday, accusing the financial institution of debanking him for political reasons. The president's attorney, Alejandro Brito, filed the lawsuit Thursday morning in Florida state court in Miami on behalf of the president and several of his hospitality companies.  “ Source: foxnews.com https://twitter.com/RapidResponse47/status/2013984082640658888?s=20  WEF Finance/Banking Panel – If Independent National Economies Continue Rising, Global Trade Drops and We Lose Control Globalism in its economic construct is a series of dependencies. If those dependencies are severed, if each country has the ability to feed, produce and innovate independently, then the entire dependency model around globalism collapses. Within the globalism model that was historically created there was a group of people, western nations, banks, finance and various government leaders, who controlled the organization and rules of the trade dependencies.  The action being taken for self-sufficiency, in combination with the approach promoted by President Trump that each nation state should generate their own needs, then the rules-based order that has existed for global trade will collapse. If nations are no longer dependent, they become sovereign – able to exist without the need for support from other nations and systems. If nations are indeed sovereign, then globalism is no longer needed and a threat of the unknown rises. How will nations engage with each other if there is no governing body of western elites to make the rules for engagement?  The need for control is a reaction to fear, and it is the fear of self-reliance that permeates the elitist class within the control structures.   If each nation of the world is operating according to its individual best interests, the position of Donald Trump, then what happens to the governing elite who set up the system of interdependencies. This is the core of their fear. If each nation can suddenly grow tea, what happens to the East India Tea Company.  Who then sets the price for the tea, and worse still an entire distribution system (ships, ports, exchanges, banks, etc.) becomes functionally obsolescent. Source: theconservativetreehouse.com  Political/Rights TWO-TIERED JUSTICE: Conservative Journalist Kaitlin Bennett Charged and Fined for Interviewing Democrats in Public — While Don Lemon Storms Churches With Zero Consequences The United States now operates under a blatantly two-tiered justice system, where conservative journalists are criminally charged for speech in public spaces, while left-wing media figures face zero consequences for harassing Americans and disrupting religious services. Conservative journalist Kaitlin Bennett revealed this week that she was charged with a federal crime and fined by the National Park Service in St. Augustine for the so-called offense of asking Democrats questions on public property. According to Bennett, federal agents targeted her while she was conducting on-the-street interviews, a form of journalism protected by the First Amendment. Despite being on public land, Bennett says she was cited and punished simply for engaging in political speech that the Left finds inconvenient. Bennett addressed the incident directly in a post on X, writing: https://twitter.com/KaitMarieox/status/2014174254799958148?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2014174254799958148%7Ctwgr%5Ef4a6650cd0c60d38edfea018c5665c2cc2fe5199%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F01%2Ftwo-tier-justice-conservative-journalist-kaitlin-bennett-charged%2F When asked by another local journalist exactly what “lawful order” Bennett had disobeyed, the ranger reportedly could not provide a straight answer. WATCH: Source: thegatewaypundit.com https://twitter.com/DHSgov/status/2014322865848406370?s=20   Alexander Conejo Arias, fled on foot—abandoning his child. For the child's safety, one of our ICE officers remained with the child while the other officers apprehended Conejo Arias.   Parents are asked if they want to be removed with their children, or ICE will place the children with a safe person the parent designates. This is consistent with past administration's immigration enforcement. Parents can take control of their departure and receive a free flight and $2,600 with the CBP Home app. By using the CBP Home app illegal aliens reserve the chance to come back the right legal way. https://twitter.com/DHSgov/status/2014049440911303019?s=20   inflicting corporal injury on a spouse or cohabitant. An immigration judge issued him a final order of removal in 2019. In a dangerous attempt to evade arrest, this criminal illegal alien weaponized his vehicle and rammed law enforcement. Fearing for his life and safety, an agent fired defensive shots. The criminal illegal alien was not hit and attempted to flee on foot. He was successfully apprehended by law enforcement. The illegal alien was not injured, but a CBP officer was injured.  These dangerous attempts to evade arrest have surged since sanctuary politicians, including Governor Newsom, have encouraged illegal aliens to evade arrest and provided guides advising illegal aliens how to recognize ICE, block entry, and defy arrest. Our officers are now facing a 3,200% increase in vehicle attacks. This situation is evolving, and more information is forthcoming.   https://twitter.com/nicksortor/status/2014063905413177637?s=20  CNN Panelist Issues Retraction and Apology After Going Too Far in On-Air Trump Attack    footage of CNN's “Newsnight with Abby Phillip” was posted to social media platform X featuring 25-year-old leftist activist Cameron Kasky alongside panel mainstay Scott Jennings. A moment between the two went viral when Kasky casually declared that President Donald Trump had been involved in an international sex trafficking ring. Jennings wasn't going to let that remark go unchallenged by host John Berman. The topic of conversation had been Trump's interest in Greenland and the Nobel Peace Prize, but Kasky threw in a jab at Trump with an allusion to the president's relationship with the late sex offender Jeffrey Epstein — an allusion Kasky's now trying to walk back. “I would love it if he was more transparent about the human sex trafficking network that he was a part of, but you can't win 'em all,” he blurted out. https://twitter.com/overton_news/status/2013455047288377517?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2013455047288377517%7Ctwgr%5E20edbbd712c7076d1aafdac2d1e39d7eb8307263%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F01%2Fcnn-panelist-issues-retraction-apology-going-far-air%2F   Berman asked Jennings a follow-up question about Greenland, but instead of addressing that, Jennings circled back to Kasky's remark. “You're gonna let that sit?” Jennings asked Berman. “Are we going to claim here on CNN that the president is part of a global sex trafficking ring or …?” After assuring Jennings that he would do the fact-checking, Berman asked Kasky to repeat what he'd said about the global sex-trafficking ring. “That Donald Trump was … probably … very involved with it,” the arrogant young man replied, with perhaps a touch less confidence. To Berman's credit, and the CNN legal team's, he immediately said, “Donald Trump has never been charged with any crimes in relation to Jeffrey Epstein.” https://twitter.com/camkasky/status/2013760245298864477?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2013760245298864477%7Ctwgr%5E20edbbd712c7076d1aafdac2d1e39d7eb8307263%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F01%2Fcnn-panelist-issues-retraction-apology-going-far-air%2F Source: thegatewaypundit.com https://twitter.com/ElectionWiz/status/2014189561002291385?s=20 DOGE Geopolitical https://twitter.com/brentdsadler/status/2014311942119137584?s=20  important as these agreements cover the entirety of the Chagos group of islands/features. Critical as future third party presence in those areas proximate Diego Garcia could in practical terms render those U.S. military facilities operationally impractical (ie useless). The current deal under consideration in the UK parliament in a rushed vote as soon as 2 February is ill advised. And it likely would break the decades long understanding with the U.S. government. See: Active U.S. treaties: https://state.gov/wp-content/uploads/2025/08/Treaties-in-Force-2025-FINAL.pdf 1966 Foundational Understanding: https://treaties.un.org/doc/Publication/UNTS/Volume%20603/volume-603-I-8737-English.pdf 1972 Understanding regarding new facilities on Diego Garcia: https://treaties.un.org/doc/Publication/UNTS/Volume%20866/volume-866-I-8737-English.pdf 1976 Understanding and concurrence on new communications facilities on Diego Garcia and references as foundational the 1966 Understanding: https://treaties.fcdo.gov.uk/data/Library2/pdf/1976-TS0019.pdf?utm_source https://twitter.com/HansMahncke/status/2014150131247874267?s=20 The EU-Mercosur deal is a major free trade agreement between the European Union and the Mercosur bloc (Argentina, Brazil, Paraguay, and Uruguay). Negotiated for over 25 years, it aims to create one of the world’s largest free trade zones, covering more than 700 million people and reducing tariffs on goods like cars, machinery, pharmaceuticals, and agricultural products.  It includes commitments on sustainability, labor rights, and environmental protections, but critics argue these are insufficient to address issues like Amazon deforestation and unfair competition for European farmers. The agreement was politically finalized in 2019 but faced delays due to environmental concerns and opposition from countries like France and Austria. It was formally signed on January 17, 2026, after EU member states (with a qualified majority, despite opposition from five countries including France) greenlit it on January 9.  The Stupidity of Davos Explained Using an Example of Their Own Creation China is manufacturing a product to create a carbon credit certificate in response to the demand for carbon credits from all the world auto-makers.  Any nation that has a penalty or fine attached to their climate goals is a customer. Those are nations with fines or quotas associated with the production of gasoline powered engines if the auto company doesn't hit the legislated target for sales of electric vehicles. In essence, EU/AU/CA/RU/ASEAN car companies buy Chinese car company carbon credits, to avoid the EU/AU/CA/RU/ASEAN fines.  The Chinese then use the carbon credit revenue to subsidize even lower priced Chinese EVs to the EU/AU/CA/RU/ASEAN car markets, thereby undercutting the EU/AU/CA/RU/ASEAN car companies that also produce EVs. China brilliantly exploits the ridiculous pontificating climate scam and has an interest in perpetuating -even emphasizing- the need for the EU/AU/RU/ASEAN countries to keep pushing their climate agenda.  China even goes so far as to fund alarmism research about climate change because they are making money selling carbon credit certificates on the back end of the scam to the western fear mongers.  This is friggin' brilliant.   The climate change alarmists are helping China's economy by pushing ever escalating fear of climate change.  You just cannot make this stuff up. What does the outcome look like? Well, in this example we see hundreds of thousands of unsold BYDs piling up in countries that emphasize climate regulations with no restrictions on the import of EVs (which most don't even manufacture), which is almost every country.  Big Panda doesn't care about the car itself; they care about generating the carbon credit certificate to sell in the various carbon exchanges. Put this context to the recent announcement by Canadian Prime Minister Mark Carney about his new trade deal with China to accept 49,000 EVs this year. Prime Minister Carney bragged about getting the Chinese to agree to only super low prices for the Canadian market.  Mark Carney was very proud of his accomplishment to get much lower priced vehicles for Canadian EV purchasers.   No doubt Big Panda left the room laughing as soon as Carney made his grand announcement. 1. China sells EV's in Canada, creating credits available on the carbon exchange scheme. Europe et al will purchase the carbon credits because Bussels has fines against EU car companies. 2. With a foothold already established in Europe, China will then take the money generated by the carbon credit purchases and lower the prices of the Chinese EV cars sold in Canada. It's gets funnier. 3. Carney bragged about forcing China to only sell low price EV's as part of the trade agreement. The low price of the EV's in Canada will be subsidized by Europe. China doesn't pay or lose a dime. But wait…. 4. Carney can't do anything about the scheme he has just enmeshed Canada into, because Canada has a Carbon Credit exchange in law.

The Denver December 2025 market update reveals a shifting landscape for real estate investors. Inventory ended the year at 7,600 active units – up 10% from December 2024 but down sharply from November’s 10,500 units as sellers pulled listings heading into the holidays. The bigger story? Attached properties (condos and townhomes) surged 20% year-over-year while detached homes stayed relatively flat, signaling where market pressure is building. Then the new year arrived and everything accelerated. Chris Lopez hosts Troy Howell from Nova Home Loans and Jeff White from Envision Advisors to cover Denver’s December 2025 market update. The panel covers Denver metro year-end trends, interest rate movements, and what just happened in the first week of the new year. Over 20 small multifamily properties hit the market in just the first 8 days of January – an unusual flood of inventory during the worst season to sell. Troy reveals interest rates dropped nearly a full percentage point year-over-year (from 7.04% in January 2025 to 6.16% in January 2026) with predictions for continued decline, while data shows 6%+ mortgages now outnumber sub-3% loans nationwide, signaling the lock-in effect may finally be breaking. The panel digs into what December’s inventory patterns mean for 2026 buying opportunities, examining why motivated sellers are listing in winter and how this creates negotiation leverage. Jeff conducts live underwriting of a $750K 4-plex near South Broadway that dropped $139K in price, walking through actual spreadsheet analysis comparing house hacking (5% down, 9.39% cash-on-cash return) versus traditional investing (25% down, 5.75% return). Both strategies dramatically outperform the 1-2% market average most investors are seeing, proving cash flow still exists in Denver’s current market conditions. Watch the Youtube Video https://youtu.be/zKNDot-SdjE In This Episode We Cover: December 2025 inventory recap: 7,600 units (up 10% YoY from Dec 2024), why attached properties jumped 20% while detached stayed flat Why 20+ small multifamily listings flooded Denver in January 2026’s first 8 days during the worst selling season Interest rate trends: Down from 7.04% (Jan 2025) to 6.16% (Jan 2026), with VA loans reaching low 5% range How the lock-in effect is ending as 6%+ mortgages now exceed sub-3% mortgages nationwide Live underwriting showing $750K 4-plex delivering 9.39% returns for house hackers vs 5.75% for investors Colorado Springs new construction duplex deal with 100% VA financing and 12-month occupancy flexibility Why properties are selling at 2018-2019 price levels and what this means for long-term investors December’s data confirms inventory is building but hasn’t reached problematic levels – we’re still well below the 15,000-30,000 units seen during the 2008-2012 period. The seasonality cliff from 14,000 summer units down to 7,600 by year-end is normal, but what’s not normal is the January 2026 surge of motivated sellers listing during peak winter. Troy explains how current rates make deals pencil again after years of struggle, while Jeff’s spreadsheet analysis proves the math works for both house hackers and traditional investors. Subscribe to our reactivated deal alert emails and join our February 2026 webinar for deeper small multifamily analysis as we track how this inventory surge plays out through the year. Timestamps 00:00 – Welcome & New Year Market Update Introduction 01:43 – December Inventory Analysis: 7,600 Active Units Up 10% Year Over Year 04:15 – Why Attached Properties Jumped 20% While Detached Stayed Flat 07:15 – The January Flood: 20+ Small Multifamily Listings in 8 Days 12:47– Live Deal Analysis: $750K 4-Plex Near South Broadway (Dropped $139K) 16:23 – House Hacking Numbers: Live in Your Unit for $1,338/Month 19:20 – Investor Analysis: 5.75% Cash-on-Cash vs 1-2% Market Average 25:28 – New Construction Duplex Deal: 100% VA Financing in Colorado Springs 27:19 – VA Loan Occupancy Rule: 12 Months vs 60 Days for Conventional 33:12 – Interest Rate Update: 6.16% Down from 7.04% One Year Ago 35:06– Mortgage Lock-In Effect Ending: 6%+ Loans Now Exceed Sub-3% Mortgages 36:38 – Trump Proposes Ban on Institutional Single-Family Home Buyers Connect with our Guests: Jeff White: jeff@envisionrea.com Troy Howell: troy.howell@novahomeloans.com LinkedIn: Troy Howell Website: https://www.novahomeloans.com/loan-officer/troy-howell/ Links in Podcast For the First Time in Years, More Homeowners Have a 6% Mortgage Rate than a 3% One Subscribe to our Reactivated Deal Alert Emails Download the Free House Hacking Spreadsheet Who is Keyrenter? Keyrenter Property Management Denver provides rental solutions for homeowners and real estate investors in the metro area who are interested in transforming their properties into passive income. It offers various services, from property marketing and thorough applicant screening to tenant placement and 24/7 maintenance services. Keyrenter Denver's team of experts can take the clients’ burden of managing their rental off their hands so they can get back to what matters to them. Who is Nova Home Loans? For over 40 years, we've been focused on helping homeowners find the perfect loan to fit their financial needs and personal goals. Working with NOVA is a personalized experience from initial application to final loan closing and beyond. We will be with you every step of the way toward successful homeownership. Start working with NOVA & Troy Howell today! NOVA FINANCIAL & INVESTMENT CORPORATION, DBA NOVA HOME LOANS NMLS 3087/ EQUAL HOUSING OPPORTUNITY/8055 EAST TUFTS AVENUE, SUITE 101/DENVER, CO

Apple & Google enter a multi-year collaboration to integrate Apple's AI with Google's Gemini model. Apple unveils its Apple Creator Studio app collection. And JPMorganChase will become the new issuer of the Apple Card. Joint statement from Google and Apple. Introducing Apple Creator Studio, an inspiring collection of creative apps. Some first thoughts about live immersive basketball. Apple: You (still) don't understand the Vision Pro. Chase is taking over Apple's credit card. Apple loses Safari lead designer to The Browser Company. Removing Tahoe's unwanted menu icons. iOS 26 shows unusually slow adoption months after release [updated]. Global smartphone shipments grew 2% YoY in 2025; Apple emerged as market leader. Exclusive: India proposes forcing smartphone makers to give source code in security overhaul. Verizon no longer needs to unlock phones after 60 days, thanks to FCC. Apple scores at the 83rd annual Golden Globe Awards with Best Comedy and Best Actor wins for record-breaking hit "The Studio," alongside a Best Actress win for "Pluribus". Legendary classic Macintosh game 'Dark Castle' is coming back to the Mac. Texas man discovers 2.09-carat brown diamond at Arkansas State Park after asking Siri for mining tips. Lego iMac G3 clears key hurdle, moves closer to release. Picks of the Week Doc's Pick: Corsair Xeneon Edge 14.5" LCD Touchscreen Leo's Pick: Insta360 Link 2 & 2CPro Jason's Pick: xteink x4 Andy's Pick: Dark Castle on Internet Archive Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Doc Rock Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit

Apple & Google enter a multi-year collaboration to integrate Apple's AI with Google's Gemini model. Apple unveils its Apple Creator Studio app collection. And JPMorganChase will become the new issuer of the Apple Card. Joint statement from Google and Apple. Introducing Apple Creator Studio, an inspiring collection of creative apps. Some first thoughts about live immersive basketball. Apple: You (still) don't understand the Vision Pro. Chase is taking over Apple's credit card. Apple loses Safari lead designer to The Browser Company. Removing Tahoe's unwanted menu icons. iOS 26 shows unusually slow adoption months after release [updated]. Global smartphone shipments grew 2% YoY in 2025; Apple emerged as market leader. Exclusive: India proposes forcing smartphone makers to give source code in security overhaul. Verizon no longer needs to unlock phones after 60 days, thanks to FCC. Apple scores at the 83rd annual Golden Globe Awards with Best Comedy and Best Actor wins for record-breaking hit "The Studio," alongside a Best Actress win for "Pluribus". Legendary classic Macintosh game 'Dark Castle' is coming back to the Mac. Texas man discovers 2.09-carat brown diamond at Arkansas State Park after asking Siri for mining tips. Lego iMac G3 clears key hurdle, moves closer to release. Picks of the Week Doc's Pick: Corsair Xeneon Edge 14.5" LCD Touchscreen Leo's Pick: Insta360 Link 2 & 2CPro Jason's Pick: xteink x4 Andy's Pick: Dark Castle on Internet Archive Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Doc Rock Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit

Apple & Google enter a multi-year collaboration to integrate Apple's AI with Google's Gemini model. Apple unveils its Apple Creator Studio app collection. And JPMorganChase will become the new issuer of the Apple Card. Joint statement from Google and Apple. Introducing Apple Creator Studio, an inspiring collection of creative apps. Some first thoughts about live immersive basketball. Apple: You (still) don't understand the Vision Pro. Chase is taking over Apple's credit card. Apple loses Safari lead designer to The Browser Company. Removing Tahoe's unwanted menu icons. iOS 26 shows unusually slow adoption months after release [updated]. Global smartphone shipments grew 2% YoY in 2025; Apple emerged as market leader. Exclusive: India proposes forcing smartphone makers to give source code in security overhaul. Verizon no longer needs to unlock phones after 60 days, thanks to FCC. Apple scores at the 83rd annual Golden Globe Awards with Best Comedy and Best Actor wins for record-breaking hit "The Studio," alongside a Best Actress win for "Pluribus". Legendary classic Macintosh game 'Dark Castle' is coming back to the Mac. Texas man discovers 2.09-carat brown diamond at Arkansas State Park after asking Siri for mining tips. Lego iMac G3 clears key hurdle, moves closer to release. Picks of the Week Doc's Pick: Corsair Xeneon Edge 14.5" LCD Touchscreen Leo's Pick: Insta360 Link 2 & 2CPro Jason's Pick: xteink x4 Andy's Pick: Dark Castle on Internet Archive Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Doc Rock Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit

Apple & Google enter a multi-year collaboration to integrate Apple's AI with Google's Gemini model. Apple unveils its Apple Creator Studio app collection. And JPMorganChase will become the new issuer of the Apple Card. Joint statement from Google and Apple. Introducing Apple Creator Studio, an inspiring collection of creative apps. Some first thoughts about live immersive basketball. Apple: You (still) don't understand the Vision Pro. Chase is taking over Apple's credit card. Apple loses Safari lead designer to The Browser Company. Removing Tahoe's unwanted menu icons. iOS 26 shows unusually slow adoption months after release [updated]. Global smartphone shipments grew 2% YoY in 2025; Apple emerged as market leader. Exclusive: India proposes forcing smartphone makers to give source code in security overhaul. Verizon no longer needs to unlock phones after 60 days, thanks to FCC. Apple scores at the 83rd annual Golden Globe Awards with Best Comedy and Best Actor wins for record-breaking hit "The Studio," alongside a Best Actress win for "Pluribus". Legendary classic Macintosh game 'Dark Castle' is coming back to the Mac. Texas man discovers 2.09-carat brown diamond at Arkansas State Park after asking Siri for mining tips. Lego iMac G3 clears key hurdle, moves closer to release. Picks of the Week Doc's Pick: Corsair Xeneon Edge 14.5" LCD Touchscreen Leo's Pick: Insta360 Link 2 & 2CPro Jason's Pick: xteink x4 Andy's Pick: Dark Castle on Internet Archive Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Doc Rock Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureTrump placed tariffs on many nations, the Asian nation exports are surging, even with the tariffs. More money for the people. Fuel prices are below $2 in many states. Trump has cut 646 regulations.Trump is using the Jacksonian Pivot to bring down the [CB] and go back to the constitution. The [DS] is losing it money laundering system. They are having a difficult time funding their operations. Trump is continually putting the squeeze on the [DS] and each nation run by dictators is going to fall one by one. Trump gave the [DS] 8 months to comply with his EO. He brought the NG into their states, they forced them out. He gave them a chance but they decided to escalate the situation. Next move is POTUS. Economy (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/KobeissiLetter/status/2008258196322856968?s=20   all-time high. This is despite US tariffs which were initially set at to 49%, but later negotiated down to ~20%. At the same time, Chinese exports to the US plunged -40% YoY in Q3 2025. This comes as the region has a massive cost advantage over US and European manufacturing, which ranges from 20% to 100%, even after tariffs. Companies use Southeast Asian economies as alternative export bases to avoid China’s 37% reciprocal tariff. As a result, the amount of trade rerouting from China hit a record $23.7 billion in September. US trade flows are shifting sharply amid tariffs. https://twitter.com/TrumpWarRoom/status/2008327708200104042?s=20 https://twitter.com/profstonge/status/2008516399564509382?s=20  https://twitter.com/DrJStrategy/status/2008306299235189133?s=20   and a decisive shift of policy emphasis toward productive capital and economic sovereignty rather than financial engineering, Trump has reoriented the engines of growth toward productive capital, investment, industry, and national capacity. Anchored by the Trump Corollary, asserting a sovereign, American‑led Western Hemisphere and demonstrated in both the flawless military operation in Venezuela and the broader regime‑pressure strategy, this doctrine is not theater but an integrated fusion of economic, security, and hemispheric power. These changes are as profound in their structural implications as the original Jacksonian pivot, and those who assume Trump is a merely performative politician and strategist are therefore sorely mistaken, confusing a disruptive style with a coherent focused project to realign America's coalition, its economic model, and its role in the world. Political/Rights https://twitter.com/KatieMiller/status/2008286018722562351?s=20 https://twitter.com/seanmdav/status/2008263492030349618?s=20 Hilton Axes Hotel From Their Systems After Video Shows Them Continuing to Ban DHS and ICE Agents  https://twitter.com/nicksortor/status/2008497245826556404?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2008497245826556404%7Ctwgr%5E65c50b3797a2e502ba8c026a05c290955554706a%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fredstate.com%2Frusty-weiss%2F2026%2F01%2F06%2Fhilton-axes-hotel-from-their-systems-after-video-shows-them-continuing-to-ban-dhs-and-ice-agents-n2197811 Less than two hours after the video had been uploaded to X, Hilton issued another statement saying they were dropping that particular hotel from their list of franchisees and accusing ownership of lying to them about making corrections to their policy. https://twitter.com/HiltonNewsroom/status/2008522493171298503?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2008522493171298503%7Ctwgr%5E65c50b3797a2e502ba8c026a05c290955554706a%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fredstate.com%2Frusty-weiss%2F2026%2F01%2F06%2Fhilton-axes-hotel-from-their-systems-after-video-shows-them-continuing-to-ban-dhs-and-ice-agents-n2197811 Source: redstate.com https://twitter.com/amuse/status/2008256013162410201?s=20   mandatory detention without bond hearings. Judges opposing the move admitted the goal is to promote self-deportation rather than extended courtroom battles. Conservatives say the numbers reveal a coordinated judicial campaign to override Trump’s immigration policy. SCOTUS has yet to rule on the matter. DOGE Corporation for Public Broadcasting Board Votes to Dissolve Organization in Act of Responsible Stewardship to Protect the Future of Public Media   The Corporation for Public Broadcasting (CPB), the private, nonprofit corporation created by Congress to steward the federal government's investment in public broadcasting, announced today that its Board of Directors has voted to dissolve the organization after 58 years of service to the American public. The decision follows Congress's rescission of all of CPB's federal funding and comes after sustained political attacks that made it impossible for CPB to continue operating as the Public Broadcasting Act intended. Source:  cpb.org Geopolitical https://twitter.com/Object_Zero_/status/2008524560891588691?s=20   flight path (ballistic or powered) from Kola to anywhere on the lower 48, then everything goes over Greenland. Greenland is the theatre where any strategic exchange between Washington and Moscow is contested. If you want to intercept a ballistic missile, the best point to do so is at the apogee, at the top of the flight path. The shortest route for an interceptor to get to an apogee is from directly below the apogee. That's where Greenland is. So, without stating what should happen here, this is **why** the Trump administration says they **need** Greenland for national security. The other thing that is happening is that the Northern Passage through the Arctic is opening up, and soon there will be Chinese cargo ships sailing through the Arctic to Rotterdam. It's faster than the Suez and the ships aren't limited to Suezmax size so China and EU trade is going to accelerate a lot. This means Chinese submarines will also be venturing under the Arctic into the Northern Atlantic, IF THEY AREN'T ALREADY DOING SO. Hence, the North East coast of Greenland serves not 1 but 2 critical strategic security objectives of US national security. If this wasn't clear to you, please understand that the Mercator global map projection is for children and journalists only. It is not a useful guide to where any countries or territories actually are in the real world that we live in. No self respecting adult should be using Mercator for their worldview. Anyone saying “there must be some other secret reason for Trump being interested in Greenland” is a certified ignoramus. https://twitter.com/sentdefender/status/2008414070425206927?s=20  permission from the Ministry of Defense. “We want to clarify that what happened in downtown Caracas was because some drones flew over without permission and the police fired dissuasive shots. No confrontation took place. The whole country is in total tranquility,” said a Spokesman for the Information Ministry. https://twitter.com/sentdefender/status/2008420269480694261?s=20  Miraflores Presidential Palace.   Seems like a failed coup attempt https://twitter.com/jackprandelli/status/2008298246675021881?s=20   offshore oil, creating a massive geopolitical risk. The most immediate outcome in capture of Maduro is to neutralize this threat and secure the operating companies stakes in Guyana, as well as Western Hemisphere’s energy security. By stabilizing Guyana’s production, which is set to hit 1.7 million barrels per day, the intervention guarantees way more oil flow in near term than reviving Venezuela’s aged infrastructure and heavy sour oil. This move protects billions in U.S. investment and positions Guyana producers as the ultimate winners. https://twitter.com/Rasmussen_Poll/status/2008448254095012088?s=20 https://twitter.com/profstonge/status/2008591197728813564?s=20  Mass Protests Enter 9th Straight Day in Iran — Regime Accused of Killing Young Woman and Multiple Peaceful Protesters as Officials Deny Responsibility — Brave 11-Year-Old Iranian Boy Calls on Nation: “Take to the Streets! We Have Nothing to Lose!” (VIDEO)  Protests against Iran's murderous Islamic regime continued across the country for a ninth straight day over the weekend, as nationwide unrest intensifies and the government struggles to maintain control. Demonstrations have now spread to multiple cities throughout Iran, with citizens openly defying the Islamic Republic and targeting its symbols of power. The latest wave of protests was initially sparked by the collapse of Iran's currency, further devastating an already-crippled economy and pushing ordinary Iranians to the brink. Source: thegatewaypundit.com https://twitter.com/ElectionWiz/status/2008537318035173629?s=20 https://twitter.com/ElectionWiz/status/2008532051331526713?s=20 https://twitter.com/infantrydort/status/2008501122902774238?s=20   when reminded that teeth still exist. They insist the world runs on rules now and that borders are sacred. Also that true power has been replaced by paperwork. This belief is not moral in the least. It's f*****g archaeological. They live inside institutions built by violence, defended by men they no longer understand, and guaranteed by forces they refuse to acknowledge. Like tourists wandering a fortress, they admire the stonework while mocking the idea of a siege. They confuse order with nature. EVERY. SINGLE. TIME. Then blame the person that reminds them of this. Civilization is not the default state of humanity. It is an achievement that is temporary, fragile, and expensive. It exists only where force once cleared the ground and still quietly patrols the perimeter. A lion does not debate the ethics of hunger. Neither does a starving empire. History is not a morality play, it is a pressure test. When pressure rises, abstractions collapse first. Laws follow power; they do NOT precede it. Property exists only where someone can prevent it from being taken. Sovereignty is not declared, it is enforced. The modern West outsourced this enforcement, then forgot the invoice existed. So when someone points out uncomfortable realities (whether about Greenland, Venezuela, or the broader balance of power) they respond with ritual incantations: “You can't do that.” “That's wrong.” “That's against the rules.” As if the rules themselves are armed. As if history paused because we asked nicely. This is how empires fall. Not from invasion alone, but from conceptual rot. From mistaking a long season of safety for a permanent condition. From believing lethality is immoral instead of foundational. Every civilization that forgot how violence works eventually relearned it the hard way. The conquerors did not arrive because they were monsters; they arrived because their victims could no longer imagine them. The tragedy is not that power still exists. The tragedy is that so many have forgotten it does. Idk who needs to hear this but civilization is a garden grown atop a graveyard. Ignore the soil, and someone else will plant something far less gentle. Hate me for being the messenger and asking the hard questions about conquest if you want. You're just wasting your time. War/Peace Zelenskyy Announces the Appointment of Former Canadian Deputy Prime Minister, Chrystia Freeland as Economic Advisor  Chrystia Freeland was the former lead of the Canadian trade delegation when Trudeau realized he needed to try and offset the economic damage within the renegotiated NAFTA agreement known as the USMCA. Freeland was also the lead attack agent behind the debanking effort against Canadian truckers who opposed the vaccine mandate. In addition to holding Ukraine roots, the ideology of Chrystia Freeland as a multinational globalist and promoter for the World Economic Forum's ‘new world order' is well documented.    given the recent revelations about billions of laundered aid funds being skimmed by corrupt members of the Ukraine government, we can only imagine how much of the recovery funds would be apportioned to maintaining the life of indulgence the political leaders expect. In response to the lucrative “voluntary” appointment, Chrystia Freeland has announced her resignation from Canadian government in order to avoid any conflict of interest as the skimming is organized. Source: theconservativetreehouse.com https://twitter.com/disclosetv/status/2008618653500273072?s=20 https://twitter.com/visegrad24/status/2008610869924757613?s=20 this aligns with Trump’s stated approach, where Europe takes a leading role in postwar security but with American support to ensure durability—such as the proposed 15-year (or potentially longer) guarantees discussed in recent talks. The “Coalition of the Willing” (including the UK, France, Germany, and others) is coordinating these pledges to reassure Kyiv, but the framework explicitly ties into U.S.-backed elements like ceasefire verification and long-term armaments.  Russia has not yet shown willingness to compromise on core demands, so the deal’s success remains uncertain, but this step advances the security pillar of the overall plan. Medical/False Flags https://twitter.com/DerrickEvans4WV/status/2008435766742179996?s=20    dangerous diseases. Parents can still choose to give their children all of the Vaccinations, if they wish, and they will still be covered by insurance. However, this updated Schedule finally aligns the United States with other Developed Nations around the World. Congratulations to HHS Secretary Bobby Kennedy, CDC Acting Director Jim O'Neil, FDA Commissioner Marty Makary, CMS Administrator Dr. Oz, NIH Director Jay Bhattacharya, and all of the Medical Experts and Professionals who worked very hard to make this happen. Many Americans, especially the “MAHA Moms,” have been praying for these COMMON SENSE reforms for many years. Thank you for your attention to this matter! DONALD J. TRUMP PRESIDENT OF THE UNITED STATES OF AMERICA [DS] Agenda https://twitter.com/elonmusk/status/2008416829404746084?s=20  https://twitter.com/WeTheMedia17/status/2008558203077095579?s=20 President Trump's Plan https://twitter.com/MrAndyNgo/status/2008278499153637883?s=20   who tried to kill Justice Kavanaugh at his family home in Maryland. Read: https://twitter.com/mirandadevine/status/2008312587197497804?s=20 https://twitter.com/PubliusDefectus/status/2008542355838955625?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2008542355838955625%7Ctwgr%5E08a8ea4b3726984aaeb1e460fafe90ec5a25b84f%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F01%2Fhillary-clinton-launches-attack-trump-january-6%2F Developing: Lt. Michael Byrd Who Shot Ashli Babbitt Dead on Jan. 6, 2021 in Cold Blood, Runs an ‘Unaccredited' Day-Care Center in Maryland at His Home and Has Pocketed $190 Million in HHS Funds   Captain Michael Byrd and his home daycare in Maryland. In one of his autopen's last acts before Joe Biden left office was to pardon Capt. Mike Byrd, the DC officer who shot and killed January 6 protester Ashli Babbitt in cold blood during the protests on Capitol Hill on January 6, 2021.  Paul Sperry discovered recently and posted on Tuesday that Former Lt., now Captain Mike Byrd, has been running an unaccredited day-care center with his wife in their Maryland home since 2008. That is nearly 17 years! The Byrds have received $190 million in this HHS day-care scheme. Via Paul Sperry. Via Karli Bonne at Midnight Rider: https://twitter.com/PattieRose20/status/2008547480431218991?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2008547480431218991%7Ctwgr%5Ec607b3d9ed0b3fbdb6e390fdfadc416d9a45a379%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F%3Fp%3D1506321 Source: thegatewaypundit.com The White House has published a page revealing the full TRUE story of January 6 — before, during, and after. It includes: – Video and evidence showing Nancy Pelosi's involvement – A complete, detailed timeline of events – A tribute to those who died on or because of J6 A full investigation into Nancy Pelosi and everyone involved is now essential. You can view the page here: https://whitehouse.gov/j6/  https://twitter.com/TrumpWarRoom/status/2008569594550895005?s=20 EKO Put This Out April 28, 2025. President Trump signs Executive Order 14287 in the Oval Office. The title reads like standard bureaucracy: “Protecting American Communities from Criminal Aliens.” But in the third paragraph, a single phrase changes everything: Sanctuary jurisdictions are engaging in “a lawless insurrection against the supremacy of Federal law.” Insurrection. The exact statutory term from 10 U.S.C. §§ 332-333 . The language that unlocks the Insurrection Act of 1807. Georgetown Law professor Martin Lederman publishes analysis within days. The executive order mirrors Section 334 requirements. The formal proclamation to disperse before military deployment. It designates unlawful actors, issues formal warning, establishes consequences. Governors dismiss it as political theater. Constitutional attorneys recognize something else. The proclamation was already issued. Trump just didn't announce it as such. THE LEGAL FRAMEWORK January 20, 2025. Inauguration Day. Hours after taking the oath, Trump issues Proclamation 10886 declaring a national emergency at the southern border. Section 6(b) requires a joint report within 90 days on whether to invoke the Insurrection Act. The deadline falls April 20, 2025. Eight days later comes Executive Order 14287 . National emergency declaration establishes crisis conditions. The 90-day clock forces formal evaluation. The executive order provides the legal predicate. Section 334 of the Insurrection Act mandates the president issue a proclamation ordering insurgents to disperse before deploying military force. April 28 order satisfies every requirement. It names the actors. Describes their unlawful conduct. Warns of consequences. Grants opportunity to comply. Governors treated it as negotiation leverage. It was legal notification. The trap locked in April 2025. Everything since has been documentation. THE TESTING PHASE Throughout 2025, the administration attempts standard enforcement. National Guard deployments under existing authority. October 4, 2025 . Trump federalizes 300 Illinois National Guard members to protect ICE personnel in Chicago. Governor J.B. Pritzker files immediate legal challenge. Federal courts block the deployment. Posse Comitatus restricts military involvement in domestic law enforcement. November 2025 . Portland judge issues permanent injunction against Guard deployment in Oregon. December 23, 2025 . The Supreme Court denies emergency relief in Trump v. Illinois. Justice Kavanaugh files a brief concurrence with a consequential footnote: “One apparent ramification of the Court's opinion is that it could cause the President to use the U.S. military more than the National Guard.” Northwestern Law professor Paul Gowder decodes the signal : “This is basically an invitation for Trump to go straight to the Insurrection Act next time.” The courts established ordinary measures cannot succeed when states organize systematic resistance. They certified that regular law enforcement has become impracticable. They documented the exact threshold Section 332 requires. The founders designed a system that assumed conflict between federal and state authority. For decades, that friction was suppressed. Emergency powers normalized after 9/11, federal agencies expanded into state domains, courts deferred to administrative expertise. The Guard deployment battles weren't system failure. They were constitutional gravity reasserting itself. Courts blocking deployments under Posse Comitatus didn't weaken Trump's position. They certified that ordinary measures had become impracticable, crossing Section 332's threshold. December 31, 2025 . Trump announces Guard withdrawal from Chicago, Los Angeles, and Portland via Truth Social. Governor Newsom celebrates: “President Trump has finally admitted defeat.” But the machine's interpretation misreads strategic repositioning as retreat. You cannot claim ordinary measures have been exhausted if contested forces remain deployed. Pull back. Let obstruction resume unchecked. Document the refusal. Then demonstrate what unilateral executive action looks like when constitutional authority aligns. THE DEMONSTRATION Trump v. United States . THE HIDDEN NETWORKS Intelligence sources describe what the roundups since fall 2025 actually target. Embedded cartel operatives running fentanyl distribution chains under state-level protection. The riots following military arrests aren't organic resistance. They're funded backlash from criminal enterprises losing billions. Pre-staged materials appear at protest sites. Simultaneous actions coordinate across jurisdictions. The coordination runs deeper. Federal employee networks across multiple agencies held Zoom training sessions in early 2025. Officials with verified government IDs discussed “non-cooperation as non-violent direct action,” the 3.5% rule for governmental collapse, and infrastructure sabotage through coordinated sick calls. They planned to make federal law enforcement impracticable. The exact language Section 332 requires. Sanctuary policies exist because cartel operations generate billions flowing through state systems. Governors sit on nonprofit boards receiving federal grants. Those nonprofits contract back to state agencies, cycling federal dollars through “charitable” organizations. Cartel cash launders through these same construction and real estate networks. When Trump's operations extract high-value targets, they disrupt the business model. The Machine defends itself through coordinated obstruction designed to make federal enforcement impracticable. This transcends immigration policy. This tests whether states can capture governance for criminal enterprises and nullify federal supremacy. THE LINCOLN PARALLEL Lincoln's Emancipation Proclamation confounded supporters and critics alike. Abolitionists expected moral thunder. Instead they received dry legalese about “military necessity” and “war powers.” The document deliberately avoided the word “freedom.” It specified which states, parishes, counties. It exempted border states still in the Union. Constitutional historians recognize the genius. Lincoln wasn't making a moral proclamation. He was establishing irreversible legal predicate under war powers. Once issued, even Northern defeat couldn't fully restore slavery. The proclamation made restoration of the old order structurally impossible. Trump's April 28 order follows identical construction. Critics expected immigration rhetoric. Instead: technical language about “unlawful insurrection” and “federal supremacy.” Specified sanctuary jurisdictions, formal notification procedures, funding suspensions. Avoided inflammatory language. Constitutional attorneys recognize the structure. Irreversible legal predicate under insurrection powers. Even political defeat cannot fully restore sanctuary authority. States would have to prove they're not in systematic insurrection. Both presidents disguised constitutional warfare as administrative procedure. THE COMPLETE RECORD When you review the eight-month timeline you recognize what most ‘experts' miss. The April 28 EO satisfied every Section 334 requirement. It designated sanctuary conduct as insurrection. It provided formal notification. It established consequences. It granted eight months to comply. Compliance never arrived. California and New York passed laws shielding criminal networks. Illinois officials threatened to prosecute ICE agents. Multiple states coordinated legal defenses against federal authority. Courts blocked every standard enforcement attempt. They certified that ordinary measures have become impracticable. Every statutory requirement checks complete: Formal proclamation warning insurgents to disperse: April 28, 2025 Executive Order 14287 Extended opportunity to comply: Eight months from April to December 2025 Documented systematic multi-state obstruction: Sanctuary laws, prosecution threats, coordinated resistance Exhausted ordinary enforcement measures: Guard deployments blocked by federal courts Judicial certification of impracticability: Supreme Court ruling with Kavanaugh footnote The legal architecture stands finished. The predicate has been established. Only the final triggering event remains. Thomas Jefferson signed the Insurrection Act into law on March 3, 1807 . He understood executive authority: forge the instrument ahead of the storm, then await the conditions that justify its use. Abraham Lincoln used it to preserve the Union when eleven states organized systematic resistance. Ulysses S. Grant invoked it to shatter the Ku Klux Klan when Southern governments refused to protect Black citizens. Dwight Eisenhower deployed federal troops to enforce Brown v. Board when Arkansas chose defiance. Each invocation followed the same pattern. Local authorities refuse to enforce federal law. The president issues formal proclamation. Forces deploy when resistance continues. The current situation exceeds every historical precedent in scale and coordination. Multiple state governments coordinating systematic obstruction. Sanctuary jurisdictions spanning dozens of cities. Criminal enterprises funding the resistance through captured state institutions. The April proclamation gave them eight months to stand down. They chose escalation. THE COUNTDOWN The January 4 statement confirms what the legal timeline already established. Prerequisites met. Constitutional threshold crossed and judicially certified. The operational timeline is active. The next escalation triggers the formal dispersal order. Section 334 requires the president issue proclamation ordering insurgents to “disperse and retire peaceably to their abodes” before deploying military force. That's the legal tripwire. Once issued, if obstruction persists after the compliance window closes, federal troops can enforce federal law. Active duty forces under the Insurrection Act. Constitutional. Unreviewable. The forces won't conduct door-to-door immigration raids. They'll provide security perimeters while federal law enforcement executes targeted operations against high-value assets. Operatives. Trafficking nodes. Criminal infrastructure. Targeting oath-bound officials elected and appointed, as well as federal employees who swore to uphold federal law and chose insurrection instead. THE RESTORATION Sanctuary jurisdictions received explicit insurrection warnings last spring. More than half a year to comply. Every olive branch rejected. Courts blocked ordinary enforcement repeatedly, certifying impracticability. The Venezuela op demonstrated unilateral resolve. Yesterday's statement activated the operational sequence. Pattern recognized. Machine is exposed. Evidence is complete. What remains is execution. They're just waiting to hear it tick. The most powerful weapon restrains until every prerequisite aligns. Until mercy extends fully and meets systematic rejection. Until the constitutional framework demands its use. Every prerequisite has aligned. Mercy has been extended and rejected. The framework demands its use. Revolution destroys. Reversion restores. The Emancipation Proclamation freed slaves. The Insurrection Proclamation frees a republic.  https://twitter.com/EkoLovesYou/status/2008304655156342936?s=20 https://twitter.com/EricLDaugh/status/2008597603412308341?s=20 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe world is moving away from wind and solar, coal demand is up, China was never going along with the green new scam. Trump is moving carefully through the [CB] minefield economy. Gold is on the move. Trump is moving the country out of the old system. The [DS] try to get Trump with the Epstein hoax, now that the information dropped the people can now see what the [DS] was planning. Ship building is coming back to the US. Trump signs the NDAA that has additional protections for the election. Every step of the way Trump is countering the [DS] cheating system. Economy https://twitter.com/KobeissiLetter/status/2003156645388406992?s=20   consumption, or 4.95 billion tonnes. By comparison, US coal demand stands at 410 million tonnes, just ~5% of the world's total. Meanwhile, the IEA projects a gradual decline in demand over the next 5 years, to ~8.60 billion tonnes by 2030. However, past forecasts of peak coal demand have repeatedly proven wrong, as consumption continues to rise. Coal remains in high demand 23 US States Are At High Risk Of (Or In) Recession Currently  In 2025, states responsible for about a third of U.S. GDP are in recession, or face high recession risk. Another third are expanding, including Florida and Utah, based on payrolls, employment, and other key economic data. This graphic, via Visual Capitalist’s Dorothy Neufeld, shows recession risk by state in 2025, based on analysis from Mark Zandi, chief economist at Moody's Analytics. In Recession/High Risk Treading Water Expanding State/District Business Cycle Status Share of U.S. GDP (%) Georgia In Recession/High Risk 3.03 Montana In Recession/High Risk 0.25 Wyoming In Recession/High Risk 0.18 Michigan In Recession/High Risk 2.44 Massachusetts In Recession/High Risk 2.73 Mississippi In Recession/High Risk 0.53 Minnesota In Recession/High Risk 1.70 Kansas In Recession/High Risk 0.80 Rhode Island In Recession/High Risk 0.28 Delaware In Recession/High Risk 0.34 Washington In Recession/High Risk 3.02 Illinois In Recession/High Risk 3.85 West Virginia In Recession/High Risk 0.36 New Hampshire In Recession/High Risk 0.42 Maryland In Recession/High Risk 1.86 Virginia In Recession/High Risk 2.66 South Dakota In Recession/High Risk 0.25 Connecticut In Recession/High Risk 1.27 Oregon In Recession/High Risk 1.14 Iowa In Recession/High Risk 0.86 New Jersey In Recession/High Risk 2.93 Maine In Recession/High Risk 0.33 District of Columbia In Recession/High Risk 0.64 Missouri Treading Water 1.54 Ohio Treading Water 3.14 Hawaii Treading Water 0.39 Arkansas Treading Water 0.65 New Mexico Treading Water 0.49 Tennessee Treading Water 1.87 New York Treading Water 7.92 Vermont Treading Water 0.16 Alaska Treading Water 0.24 Colorado Treading Water 1.92 California Treading Water 14.50 Nevada Treading Water 0.86 South Carolina Expanding 1.18 Texas Expanding 9.41 Oklahoma Expanding 0.92 Idaho Expanding 0.43 Kentucky Expanding 0.99 Alabama Expanding 1.10 Indiana Expanding 1.81 Nebraska Expanding 0.63 North Carolina Expanding 2.86 Louisiana Expanding 1.11 Florida Expanding 5.78 North Dakota Expanding 0.26 Pennsylvania Expanding 3.54 Arizona Expanding 1.88 Wisconsin Expanding 1.53 Utah Expanding 1.02 Currently, many coastal, Northeastern states are facing some of the worst economic conditions. In Maine, for instance, year-over-year GDP growth is just 0.8% as of Q2 2025, compared to the U.S. average of 2.1%. Meanwhile, Washington, D.C.'s unemployment rate was 6.4% in July, significantly higher than the 4.6% U.S. average given sweeping federal cuts. According to Zandi's analysis, New York and California are “Treading Water”, together responsible for driving over 22% of U.S. GDP. In comparison, Texas, which fuels 9.4% of U.S. economic growth is expanding. Unemployment rates of 4.0% in July remain below the U.S. average. Additionally, the Texas economy is growing faster than the nation, while income growth rose 6.3% annually as of Q2 2025, outpacing the national average.   Source: zerohedge.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/unseen1_unseen/status/2003254895143461092?s=20   caused by falling home prices while increasing the affordability of homes. Home builders aren’t going to build more homes if they are losing money. Trump can’t force them to build homes. This is where thinking outside the box comes in play and things like the 50 year mortgage, interest rate cuts, lower down-payments, salt taxes etc get proposed. With deportations and the decline of the boomer generation from old age, supply will be increasing. Prices will come down. The trick is not to allow them to go into a free fall and keep demand high enough to soak up a great deal of that supply. Trump’s proposed $2,000 tariff rebate checks depend on Congress   President Donald Trump needs Congress to take action to make good on a proposal to send some Americans $2,000 tariff rebate checks next year. Director of the National Economic Council Kevin Hassett said the U.S. House and Senate will need to take up the matter. “I would expect that in the new year, the president will bring forth a proposal to Congress to make that happen,” Hassett said on “Face the Nation” on Sunday. Details about Trump’s tariff rebate proposal remain sparse. Trump has said he wants to issue the rebate checks and use the rest of the tariff revenue to pay down the nation’s $38 trillion debt, even as the U.S. Supreme Court has not yet determined whether he has the authority to impose tariffs. Source: thecentersquare.com US Industrial Production Rises At Strongest Annual Rate Since Apr 2022 Following the much-stronger-than-expected GDP print, US Industrial Production also surprised to the upside, rising 0.2% MoM in November and pulling the YoY change up to 2.52% – the strongest annual growth since April 2022… Source: zerohedge.com Trump Boom: U.S. Economy Grows 4.3%, Fastest in Two Years, Smashing Expectations The U.S. economy grew this summer at the fastest pace in two years, far outpacing economists' forecasts. The Commerce Department said U.S. gross domestic product—the government's official economic scorecard—rose at a seasonally and inflation-adjusted 4.3 percent annual rate in the third quarter. The report on the July through September period was delayed due to the shutdown. Consumer spending grew much faster than expected, expanding at a seasonally and inflation-adjusted annual rate of 3.5 percent. That's up from 2.5 percent in the second quarter and above the 2.7 percent expected. Source: breitbart.com    FULL steam ahead — “You haven't seen anything yet!” Thank you for your attention to this matter. MAKE AMERICA GREAT AGAIN! DONALD J. TRUMP PRESIDENT OF THE UNITED STATES OF AMERICA https://twitter.com/EricLDaugh/status/2003149733158588868?s=20 This list is just the table setting for the coming booming economy. Wait till Trump transforms the entire fiat world debt system. A Golden Age for the world approaches. https://twitter.com/KobeissiLetter/status/2003285919668011147?s=20    good news, the Market went up. Nowadays, when there is good news, the Market goes down, because everybody thinks that Interest Rates will be immediately lifted to take care of “potential” Inflation. That means that, essentially, we can never have a Great Market again, those Markets from the time when our Nation was building up, and becoming great. Strong Markets, even phenomenal Markets, don't cause Inflation, stupidity does! I want my new Fed Chairman to lower Interest Rates if the Market is doing well, not destroy the Market for no reason whatsoever. I want to have a Market the likes of which we haven't had in many decades, a Market that goes up on good news, and down on bad news, the way it should be, and the way it was. Inflation will take care of itself and, if it doesn't, we can always raise Rates at the appropriate time — But the appropriate time is not to kill Rallies, which could lift our Nation by 10, 15, and even 20 GDP points in a year — and maybe even more than that! A Nation can never be Economically GREAT if “eggheads” are allowed to do everything within their power to destroy the upward slope. We are going to be encouraging the Good Market to get better, rather than make it impossible for it to do so. We are going to see numbers that are far more natural, and far better, than they have ever been before. We are going to, MAKE AMERICA GREAT AGAIN! The United States should be rewarded for SUCCESS, not brought down by it. Anybody that disagrees with me will never be the Fed Chairman! Political/Rights https://twitter.com/libsoftiktok/status/2003309528805470611?s=20 https://twitter.com/MrAndyNgo/status/2003266300832038926?s=20 https://twitter.com/libsoftiktok/status/2003271819705389139?s=20   interfere with immigration operations. https://twitter.com/libsoftiktok/status/2003378383862817224?s=20 https://twitter.com/BillMelugin_/status/2002573015142576350?s=20 https://twitter.com/TriciaOhio/status/2002801058897142114?s=20   This was a targeted operation to arrest Fernandez Flores, a criminal illegal alien from Honduras with a criminal conviction for making a false police report. Flores entered the United States illegally at unknown date and location without inspection by an immigration officer. He will remain in ICE custody pending further immigration proceedings. If you come to our country illegally and break our laws, we will find you, we will arrest you, and you will not return. https://twitter.com/DHSgov/status/2003130997198713329?s=20https://twitter.com/MJTruthUltra/status/2003214521419333695?s=20 https://twitter.com/MJTruthUltra/status/2003214521419333695?s=20 WATCH: Justice Department Releases Shocking Recreation Video of Jeffrey Epstein Trying to Kill Himself The Justice Department on Monday released recreation video of Jeffrey Epstein inside of his jail cell trying to kill himself. The video – which was revealed to be computer-generated – is timestamped August 10, 2019 at 4:29 am ET – Epstein was found dead at 6:30 am ET on August 10, 2019. Prosecutors previously said that the two CCTV cameras positioned outside of Epstein's cell had malfunctioned. The 10-second recreation video shows Epstein sitting on the floor of his cell attempting to kill himself. WATCH:  Source: thegatwaypundit.com  https://twitter.com/MarioNawfal/status/2003476301970133417?s=20  “a circular line of erythema at the base of the neck” along with other marks of friction and bruising on his knee. Epstein told prison staff he didn't remember what happened but was afraid to return to the Special Housing Unit, saying it was “where he had gotten marks on his neck and he does not know why it happened.” He said he had only slept 30 minutes a night for five days due to noise and stress. His cellmate, ex-cop Nicholas Tartaglione, had reportedly been harassing him, and Epstein claimed “he tried to kill me.” Staff noted Tartaglione had been aggressive and was seen mocking Epstein with a string around his neck. Despite these signs, the incident was labeled a “possible suicide attempt.” https://twitter.com/MarioNawfal/status/2003292687835787393?s=20  were actively tracking and attempting to contact 10 individuals connected to Epstein’s crimes. The email references attempts to contact Brunel (modeling agent Jean-Luc Brunel, who later died in prison), Maxwell (Ghislaine, now serving 20 years), and mentions “Ohio contacting Wexner.” Les Wexner is the billionaire L Brands founder who gave Epstein his $77 million NYC mansion and served as his primary financial benefactor for years. A separate confidential document from law firm Debevoise & Plimpton lists SDNY matters they appeared in, including one entry: “Wexner: Epstein investigation.” 10 co-conspirators. Only Maxwell was ever charged. The names behind those black boxes are the real story here. https://twitter.com/MikeBenzCyber/status/2003358231780032675?s=20 https://twitter.com/MarioNawfal/status/2003480729624412240?s=20  and his residence as Dammam, Saudi Arabia. Profession listed: “Manager.” It's part of a trove of thousands of Epstein-related files released overnight. https://twitter.com/MarioNawfal/status/2003436034709995730?s=20   from Epstein's properties – computers, hard drives, disks, the digital nervous system of the operation. And they can't get it. At one point, frustration boils over into honesty: “The FBI is completely fucking us on this.” That's not a tweet. That's an internal DOJ message. Translation: the prosecutors responsible for bringing cases did not have a clear, reliable accounting of the evidence in the FBI's possession. Not what was seized. Not what was imaged. Not what was searchable. Not what was missing. This isn't incompetence in a vacuum. It's structural. Evidence control is power. Whoever controls the data controls the pace, the scope, and the fallout. And remember: Epstein died before trial. Maxwell was prosecuted narrowly. No broader conspiracy case ever materialized. Prediction: this is why. Not because the evidence didn't exist- but because it never cohered into something prosecutors could safely touch without detonating their own case. The scandal isn't just who was on the tapes. It's that even the feds couldn't tell you where the tapes went. That's not a cover-up movie plot. That's a system quietly eating itself. https://twitter.com/sentdefender/status/2003457025695719784?s=20  and sensationalist claims made against President Trump that were submitted to the FBI right before the 2020 Election. To be clear: the claims are unfounded and false, and if they had a shred of credibility, they certainly would have been weaponized against President Trump already.” New: More Epstein Files Drop, and Donald Trump Appears to Be the Star This Time Around So, what incriminating evidence against President Trump is to be found in this latest drop? Apparently, an email from January 2020 in which a federal prosecutor from New York – of course – to an “undisclosed person” claiming Trump had flown on Jeffrey Epstein’s private plan at least eight times during the 1990s, and one time there was a 20-year-old woman on the flight.  Here’s more: The email, which was sent in January 2020 from a federal prosecutor in New York to an undisclosed person, says, “For your situational awareness, wanted to let you know that the flight records we received yesterday reflect that Donald Trump traveled on Epstein's private jet many more times than previously has been reported (or that we were aware), including during the period we would expect to charge in a [Ghislaine] Maxwell case.”  This big revelation is that Trump traveled a few more times than we previously knew, although this was during a time period that the president has already acknowledged having had an association with Epstein. Note the timing of the email – January 2020 is when the presidential election would be kicking into full swing. This anonymous federal prosecutor clearly thought they had a gotcha moment, but there’s a pesky little detail that puts things in perspective: “[Trump] is listed as having traveled with, among others and at various times, Marla Maples, his daughter Tiffany, and his son Eric.”  Source: redstate.com The specific document you’re referring to appears to be the complaint filed in the 2020 civil lawsuit Doe v. Indyke et al. (Case No. 1:20-cv-00484, S.D.N.Y.), which was part of the recently released Epstein files by the U.S. Department of Justice.  This lawsuit was brought by an anonymous plaintiff (“Jane Doe”) against the executors of Jeffrey Epstein’s estate (Darren Indyke and Richard Kahn) and Ghislaine Maxwell, seeking compensation for alleged sexual abuse and trafficking by Epstein.How Trump’s Name Appears in the DocumentOn page 4 of the complaint, the plaintiff alleges that during one of her encounters with Epstein (around the 1990s), he took her to Trump’s Mar-a-Lago resort in Florida when she was 14 years old. Epstein reportedly introduced her to Donald Trump (then the owner of Mar-a-Lago), elbowed him playfully, and asked, referring to the girl, “This is a good one, right?” Trump is described as smiling and nodding in agreement, after which they both chuckled. The plaintiff states she felt uncomfortable but was too young to understand why at the time. The document does not accuse Trump of any criminal wrongdoing or involvement in Epstein’s abuse; it frames this as part of the broader context of her grooming and exploitation by Epstein.How the Name Got Into the DocumentTrump’s name was included as part of the plaintiff’s personal allegations detailing her experiences with Epstein. The complaint is a legal filing where the victim recounts specific incidents to support her claims against Epstein’s estate and associates. It reflects her firsthand account, not a court-verified fact or evidence from other sources.  There is no mention of independent corroboration (e.g., witnesses, photos, or records) in the filing itself, and it has not been adjudicated in court as true.Source of the AllegationThe source is the anonymous plaintiff (“Jane Doe”), who claims to be a victim of Epstein’s abuse starting from age 13 or 14.  She was reportedly recruited at a summer camp in Michigan and alleges ongoing grooming and assaults by Epstein over several years. This Doe is distinct from other known accusers like Virginia Giuffre, though a similar incident (Epstein introducing a 14-year-old to Trump at Mar-a-Lago without the “good one” comment) was testified to by another accuser (“Jane”) during Ghislaine Maxwell’s 2021 criminal trial.  https://twitter.com/disclosetv/status/2003236602374713557?s=20 DOGE Geopolitical https://twitter.com/BreannaMorello/status/2003196698974191914?s=20   that are protected under the Constitution. Under D.C. law, anyone wishing to own a firearm must register it with the MPD. However, the D.C. Code imposes a sweeping ban on the registration—and thus the legal possession—of a wide range of firearms. This broad prohibition, the Justice Department argues, infringes on the Second Amendment rights of law-abiding citizens who seek to keep and bear commonly owned firearms for lawful purposes. Trump's DOJ Sues Washington, D.C. Police Department Over Unconstitutional Ban on Semi-Automatic Firearms The Department of Justice has filed a lawsuit against the District of Columbia's Metropolitan Police Department for enforcing a ban on semi-automatic firearms in violation of the Second Amendment. The lawsuit alleges that D.C.'s gun laws require registration of all firearms with the MPD; however, the D.C. Code imposes a sweeping ban on numerous protected weapons, making it legally impossible for residents to own them for self-defense or other lawful purposes. The DOJ said in a press release announcing the lawsuit: “MPD's current pattern and practice of refusing to register protected firearms is forcing residents to sue to protect their rights and to risk facing wrongful arrest for lawfully possessing protected firearms.” “Today's action from the Department of Justice's new Second Amendment Section underscores our ironclad commitment to protecting the Second Amendment rights of law-abiding Americans,” said Attorney General Pamela Bondi. Bondi continued, “Washington, DC's ban on some of America's most popular firearms is an unconstitutional infringement on the Second Amendment — living in our nation's capital should not preclude law-abiding citizens from exercising their fundamental constitutional right to keep and bear arms.” Echoing this sentiment, Assistant Attorney General Harmeet K. Dhillon of the Civil Rights Division added, “This Civil Rights Division will defend American citizens from unconstitutional restrictions of commonly used firearms, in violation of their Second Amendment rights. The newly established Second Amendment Section filed this lawsuit to ensure that the very rights D.C. resident Mr. Heller secured 17 years ago are enforced today — and that all law-abiding citizens seeking to own protected firearms for lawful purposes may do so.” The case draws directly from the landmark 2008 Supreme Court decision in District of Columbia v. Heller, where the Court affirmed that the Second Amendment protects the right of law-abiding citizens to own semi-automatic weapons in their homes for self-defense. Source: thegatewaypundit.com https://twitter.com/CynicalPublius/status/2003192220753723840?s=20 https://twitter.com/disclosetv/status/2003238094057955337?s=20 War/Peace https://twitter.com/WarClandestine/status/2003334956479558072?s=20 there will be no escalation into broader conflict, and the decision has already been made. However, precision air strikes on cartel assets seems like a probable outcome. Trump is neutralizing Deep State assets around the globe, and South/Central American drug cartels are assets of the Deep State. They are transnational criminal organizations responsible for the drug, weapon, and human trafficking of the Western hemisphere, and their racket feeds the Deep State machine. My guess is, that cartel drug factories and assets are going to get smoked by the US MIL via precision air strikes, and the other powerful leaders of the world have already agreed to some sort of deal with Trump and no one will interfere. Just like Iran and Syria. I think most of the leaders/nations of the world agree with Trump that these transnational criminal organizations must be eradicated, and stability must be brought to the world. President Unveils ‘Trump Class’ Of Warships, Huntington Ingalls Shares Jump    build two new “Trump-class” battleships, to acquire 20-25 of these ships in the coming years.   In his address, the President noted these 30,000-40,000 ton ships will carry a large quantity of missiles, including hypersonic missiles, and will also be outfitted with electromagnetic rail guns and directed energy lasers. Trump-class battleships will also carry nuclear-armed sea launched cruise missiles (currently under development) adding an additional element of nuclear deterrence to the Navy. Trump-class destroyers appear to be designed as the center of enhanced command and control networks at sea, as the Navy looks to field more autonomous assets and traditional vessels in the coming years.   The first “Trump-class” battleship will be named USS Defiant, and it will be even longer than the Iowa-class battleships of the World War II era. However, at 35,000 tons, it will only weigh about half as much, and have a smaller crew of between 650 and 850 sailors; the Iowa had some 2,700 sailors. The new ships — which are being called “guided missile battleships” —  are part of larger vision for a “Golden Fleet.” The Navy has rolled out a website to promote that concept. Sources tell AP that construction of the Defiant is expected to start in the early 2030’s, with another 19 to 24 Trump-class ships to follow.   Source: zerohedge.com https://twitter.com/EricLDaugh/status/2003231263520379120?s=20   that kind of money, they HAVE to build quickly!”   “We want the dividends to go into the creation of production facilities. We’ll be talking about CapEx, dividends and the pay.” “Also, buybacks…they want to buy back their stock. I want them to put their money in plants and equipment! So they can build these planes FAST, like, IMMEDIATELY!” Medical/False Flags https://twitter.com/FBIDirectorKash/status/2003224842078675311?s=20  of American institutions or threats to our food supply, economy, or public safety. Protecting the homeland means vigilance: every time, no exceptions. https://twitter.com/ThomasMoreSoc/status/2003262595566850541?s=20  precedent-setting victory, a federal court has permanently blocked California AG Rob Bonta and the CA Dept. of Education from forcing teachers to lie to parents about their own children’s secret gender transitions—declaring parents have a constitutional right to know and teachers have a constitutional right to share the truth. [DS] Agenda https://twitter.com/CynicalPublius/status/2003205278796501397?s=20  larger scale. Don't forget that the Malthusians are antihuman and that they believe that 7 out of every 8 human lives on the planet must be terminated in order to save the world. Nearly 100 Minnesota Mayors Send Panicked Letter to Lawmakers Complaining About Fraud Scandal and the Leadership of Tim Walz Almost 100 mayors in the state of Minnesota have sent a letter to state lawmakers complaining about the fraud scandal and how it is going to impact the communities they serve. They are clearly not happy with the leadership of Governor Tim Walz and his connections to the fraud scandal that has rocked the state in recent weeks. The scandal is still unfolding and it's unclear what the final tally will be, but it's looking like something in the tens of billions. FOX News reports:  You can see the full letter here. These mayors should have demanded that Tim Walz resign. Source: thegatewaypundit.com https://twitter.com/elonmusk/status/2002771316345327905?s=20 Our crooked politicians have set up the biggest money laundering operation in the world and that 38 trillion in debt is almost all tied to fraud. this is the tip of the iceberg. Buckle up, its all being exposed. Your harder earned money was used to support a criminal syndicate.  President Trump's Plan  https://twitter.com/DcLidstone/status/2003338615917806050?s=20 John Brennan Lawyers Confirm Their Client is a “Target” of a Grand Jury Investigation Lawfare lawyer Kenneth Wainstein representing former CIA Director John Brennan confirmed in a proactive litigation letter to Chief Judge Cecilia M. Altonaga of the Federal District Court for the Southern District of Florida, their client is a “target” of a grand jury investigation. The word “target” is important here, because the letter specifically outlines how Brennan has received subpoenas for documents and information surrounding his construct of the 2017 Intelligence Community Assessment. The letter notes that prosecutors from the Office of the United States Attorney for the Southern District of Florida, Jason Reding Quiñones, have advised Mr. Brennan that he is “a target” of a grand jury investigation.   [SOURCE] Pay attention to the footnotes being cited by Brennan's lawyers as they begin to pull in some of the commentary by voices who have publicly given opinion about the overall Trump targeting operation.  Mike Davis name appears frequently in this letter, as the Brennan defense team begins to frame the conspiratorial nature of some claims against their client. In essence, the Brennan legal team are attempting to refute the evidence by pointing to the blanket of some crazy commentary that covers it. This is exactly what I have been cautioning about {SEE HERE}. Source: theconservativetreehouse.com https://twitter.com/TheStormRedux/status/2003448097930662069?s=20  Cannon's courtroom. FANTASTIC. https://twitter.com/amuse/status/2003133420021424297?s=20   Thune objected the president would be able to adjourn Congress for ten days and get his full team on the field. https://twitter.com/DavidShafer/status/2002953961595449763?s=20 National Defense Authorization Act (NDAA) Contains Hidden Election Integrity Gem – Could Have Huge Implications for Voting Machines    With the National Defense Authorization Act signed by President Donald Trump on December 18th, 2025, a little-known section was snuck into the 3000+ page bill:  Section 6805. Requiring Penetration Testing As Part Of The Testing And Certification of Voting Systems. This section amends the Help America Vote Act of 2002 by adding a “Required Penetration Testing” section that “provides for the conduct of penetration testing as part of the testing, certification, decertification, and recertification of voting system hardware and software” by an accredited laboratory. The amendment now requires the penetration testing as a condition of certification from the U.S. Election Assistance Commission (EAC) and allows consultation with the National Institute of Standards and Technology or any other federal agency on “lab selection criteria” and “other aspects of the program.” While this is still short of a legitimate attempt at ensuring election integrity, it is an effort toward scrutinizing the voting systems by finally requiring cybersecurity experts to do what Clay Parikh was restricted from doing during his time as a VSTL contractor. Hand-marked paper ballots hand-counted at the precinct level, is being utilized in Dallas County, TX for the 2026 midterm primaries, and is still the ultimate goal of the election integrity community to ensure free and fair elections in the United States. Source: thegatewaypundit.com Penetration testing, often abbreviated as “pen testing,” is a cybersecurity practice where authorized experts simulate real-world cyberattacks on a computer system, network, or application to identify and exploit vulnerabilities before malicious actors can do so. The goal is to uncover weaknesses in security measures, such as software flaws, misconfigurations, or inadequate defenses, and provide recommendations for remediation. It typically involves several stages: Planning and reconnaissance: Gathering information about the target system. Scanning: Using tools to probe for potential entry points. Gaining access: Attempting to exploit vulnerabilities to breach the system. Maintaining access: Testing how long access can be sustained without detection. Analysis and reporting: Documenting findings, risks, and fixes. In the context of Section 6805 of the Fiscal Year 2026 National Defense Authorization Act (NDAA), which incorporates provisions from the SECURE IT Act (H.R. 6315), penetration testing is mandated as part of the testing, certification, decertification, and recertification process for voting system hardware and software. The Election Assistance Commission (EAC) must implement this requirement within 180 days of enactment, with accreditation of testing entities handled through recommendations from the National Institute of Standards and Technology (NIST). This ensures that voting systems used in federal elections undergo rigorous cybersecurity assessments to detect and mitigate vulnerabilities, enhancing election security Poll: Trump's Approval Rating Lands at 50 Percent, 9 Points Above Water President Donald Trump enjoys a 50 percent approval rating, with a net approval rating of plus 9 points, according to the latest polling from InsiderAdvantage.  Source: breitbart.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

1. Immigration and Housing Mass immigration under President Biden increased rental demand and housing prices. Trump’s deportations and border enforcement are lowering rents and home prices. Median age of first-time homebuyers is rising above 40 (highest since WWI). Wharton study: “Every 1% population increase → rents up 1%.” Recent rent declines (−1.1% YoY, −5.2% vs. 2022 peak). Tax Policy Changes (2026) Highlights upcoming measures: No tax on tips No tax on overtime No tax on Social Security for seniors Suggests millions will receive IRS refunds starting January. HUD Report HUD finds that immigration significantly drove up housing demand and prices, especially for low-income Americans without assistance. 2. DOJ/FBI and Mar-a-Lago Raid Newly released emails show FBI doubted probable cause for the 2022 raid but proceeded under pressure from Biden DOJ. There were political motives behind the raid, calling it “abuse of power.” Lack of whistleblowers and calls for congressional hearings. 3. Last 3 BIG WINS of this past year Space Announces $10 billion investment in NASA and commercial space through the Working Families tax cut. Goal: U.S. lunar landing by 2028 (ahead of China’s 2030 target). Emphasizes jobs (50,000+ in Texas), national security, and inspiration for youth. Automotive Policy CAFE standards were “zeroed out” to reduce car costs and improve safety. Biden-era fuel economy rules are an attempt to ban internal combustion engines. Online Safety – “Take It Down Act” Makes posting non-consensual intimate imagery (including AI deepfakes) a felony. Grants victims a statutory right to demand immediate removal from platforms. Bipartisan passage and signing in the Rose Garden with First Lady Melania Trump. Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the 47 Morning Update with Ben Ferguson and The Ben Ferguson Show Podcast Wherever You get You're Podcasts. And don't forget to follow the show on Social Media so you never miss a moment! Thanks for Listening YouTube: https://www.youtube.com/@VerdictwithTedCruz/ Facebook: https://www.facebook.com/verdictwithtedcruz X: https://x.com/tedcruz X: https://x.com/benfergusonshowYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.