Saunders Almond IV @IvAlmond

Point Lobos State Natural Reserve, located just south of Carmel-by-the-Sea, is often called the "crown jewel" of the California State Park system. It is a world-renowned destination for its rugged coastline, rare trees, and abundant marine life.

Located in County Meath, Ireland, this stunning 300-year-old Yew Tree Tunnel at Gormanston Castle is a living architectural marvel. Planted in the late 17th century by the Preston family, generations of meticulous training have caused the branches of these ancient trees to intertwine and fuse, creating a dark, magical green corridor that looks straight out of a fantasy novel. [📹 patricia.jonkers]

16. WHAT WOULD MAKE ME MORE BULLISH? I want to see: → Product gross margin ≥35% sustainably → Continued high revenue growth → Increasing customer diversification → Strong FCF conversion → Successful 2 GW capacity expansion → Continued backlog conversion → More hyperscaler wins → Continued Brookfield deployment → No material adverse findings from current allegations If these happen, today’s valuation becomes easier to justify through earnings growth. ⸻ 17. WHAT BREAKS THE THESIS? The biggest risks: → AI/data-center capex slowdown → Customer concentration → Backlog delays/cancellations → Margin compression → Manufacturing bottlenecks → Supply-chain problems → Data-center regulatory opposition → Material legal/accounting findings → Excessive dilution/SBC → Competition → Multiple compression And remember: BE is extremely volatile. A 30–40% drawdown is not an extraordinary scenario for this stock. ⸻ 18. MY 12-MONTH FRAMEWORK BULL — $300 | 25% AI power demand remains exceptional, margins expand, backlog converts rapidly, new hyperscaler projects emerge and the controversy produces no material financial damage. BASE — $250 | 45% Growth moderates but remains strong, margins stay healthy, backlog converts and legal/supply-chain concerns fade without material financial impact. BEAR — $150 | 30% AI capex expectations weaken and/or customer concentration, supply-chain or legal issues materially hurt the thesis. Scenario-weighted value: ~$232.50 vs. ~$205 current price. That implies roughly 13% upside. But the distribution matters. ⸻ 19. FINAL VERDICT Bloom Energy is no longer simply a speculative hydrogen/fuel-cell company. It’s increasingly an: AI power infrastructure play. The numbers are real: $1.065B Q2 revenue +166% YoY growth 33.4% GAAP gross margin $182M Q2 GAAP operating income $226M Q2 operating cash flow ~$20B backlog $25B Brookfield framework But the risks are equally real: 65% H1 revenue concentration in two customers 73% Q2 revenue from one customer significant SBC policy risk unresolved short-seller allegations extreme valuation extreme volatility My rating: NEUTRAL / CAUTIOUSLY POSITIVE I like the business trajectory more than I like the margin of safety at ~$205. The bull case is compelling. But the stock already discounts a lot of it. And that’s the key distinction: Don’t buy $BE because Nancy Pelosi’s husband bought it. Buy it only if you believe Bloom can turn the AI power shortage into years of high-margin, cash-generative growth — and that today’s price still understates those future cash flows. Read before you buy. Non financial advise. Do your own research

Alex Karp forward deployed his foot up Burry’s ass $PLTR

There is a cave in Brazil called Lagoa Misteriosa, famous for its crystal-clear blue waters and incredible depth

ICONIC: Julian Edelman knew exactly how to get Tom Brady FIRED UP before a big drive. “You are too f*cking old!!!” Anytime Tom needed extra motivation, Jules knew doubt was the perfect fuel. TB spent his entire career turning criticism into greatness.

MLFootball @MLFootball

2 weeks ago

🚨NEWS: When Tom Brady signed with the #Buccaneers he texted legendary #Patriots wide receiver Julien Edelman about joining him in Tampa Bay. Brady: “Hey baby, want me to get you down here?” Jules said hell no, I’m a Patriot for life: “I AM GOOD, I’m a one team man.” Wow.

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Always good to have @Edelman11 back 🐿️🤩

Mark the calendar: Rob Gronkowski’s Patriots Hall of Fame induction ceremony is scheduled for Saturday, Nov. 7. Location - Patriots Place Plaza. Admission - free. That is the weekend the Packers are here, with Tom Brady in the FOX booth for the Nov. 8 Packers-Patriots game.

Owning AI’s safest choices like $NVDA or $GOOG comes with opportunity cost, as 2026’s largest winners came from deeper in the AI stack. My new Q3 Top 20 AI Stock report released this week maps out the many lesser-known beneficiaries - subscribe below to access the 90-page report.

All eyes on Siena! Today, Sunday 16 August 2026, the Palio di Siena (Palio of the Assumption) is run in Piazza del Campo 7:00 PM Italian time Tuscany, Italy 🇮🇹⚜️

Tom Brady and Gronk's "Bad Boys for Life" video after going into Arrowhead Stadium and winning the AFC Championship is forever iconic. What a time. 🙌🔥

Julian Edelman was HIM. Coldest white boy of all time. 🙌

Derrick Henry said on the Up & Adams Show that he wants to retire as a Baltimore Raven. The King wants to finish his career in purple. 👑💜

$PLTR CTO @ssankar on Fox Business before Q2 ER🆕 @PalantirTech on New Era of Air & Missile defense tech We are focused on turning token into economic value. AI role is to give wokers superpower Source: Fox Business

Mike @MikeLongTerm

4 weeks ago

$PLTR Q2 2026 Comprehensive Earning Preview 🧵 @PalantirTech Q2 2026 Earning Result is scheduled for Monday, August 3, 2026, after the U.S. market close, with a webcast at 5:00 PM ET. Palantir is projected to move 8-15% After ER is released! Company guided: Revenue

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I’ll be heading to Spokane Sunday morning to meet with responders and monitor the emergency response. My thoughts are with the first responders and all those under evacuation tonight. If you are in the area, please continue to be vigilant and follow directions of emergency personnel.

Honoured to receive the Order of Europe. Ukraine's spirit is unique. And best described by the word 'Nezlamnist'. Unbreakable & indestructible. Stoic & unshakeable. It's the founding spirit of Europe. Because Ukraine is Europe. x.com/i/broadcasts/1…

We took part in France’s military parade marking Bastille Day. Today, Ukrainian warriors also marched ceremonially down the Champs-Élysées, while our pilots flew Mirage fighter jets as part of joint French-Ukrainian crews. It is a great honor for us to be here. Emmanuel’s invitation to our defenders is a sign of respect and recognition of the strength of Ukraine, our people, and our Armed Forces. We thank our warriors. We thank France and all our partners who stand with Ukraine. 🇺🇦🇫🇷

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Anyone can build an agent. But to build a trustworthy agent at enterprise scale that is durable, long-running, optimized, contextually aware, and autonomous, the right infrastructure is required. At DevCon 6 we introduced the Agent Stack, the culmination of learnings gathered over years of agentic implementations. Orchestrator, Agent Engine, Agent SDK, Agent Builder, Agent Manager, AIP Evolve, SuperRepo, and so much more. All built on the Ontology, to power agents that actually work in production.

Liberté, Égalité, Fraternité. Merci, la France. Merci de nous avoir invités, @EmmanuelMacron.