Stuart Michael Lewan @stuartlewan
Please follow me at @stuartlewan.bsky.social for progressive, truthful, and sane news and views on America's current Constitutional crisis. bsky.app/profile/stuart… San Francsico Joined March 2007-
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Stuart Michael Lewan retweeted
Goldman Sachs “Ai infrastructure spending WILL NOT yield a positive return to those building data centers.” The pensions and people will bare those losses as bonds default. Over the next 5 years. The buildout and semiconductor costs are far too high. $NVDA $SOXX $DRAM
Goldman Sachs CEO David Solomon believes that money being spent on AI right now will NOT produce great returns. The question: with companies at $5 trillion market caps, don't you see a bubble? His exact words: "A lot of the capital being deployed will not produce adequate
Stuart Michael Lewan retweeted
Obietnice Trumpa o „złotym wieku amerykańskiego przemysłu” w praktyce. Korporacje obiecały Trumpowi $900 mld inwestycji, żeby... się odczepił i kupić sobie święty spokój. Realia? Wydatki na budowę fabryk spadły o 16%, a z pracy wyleciało 77 000 robotników. Jak mówi szefowa Global Location Strategies: „Nie widzimy żadnych znaków renesansu”. Firmy gorączkowo budują zapasy nie z optymizmu, ale z paniki przed przerwaniem łańcuchów dostaw przez wojnę w Iranie i taryfowy chaos. Cła Trumpa, zamiast pomóc, paraliżują kapitał. Trudno o większą kompromitację flagowego projektu administracji. Biznes po prostu nie wierzy w chaotyczny model gospodarczy Waszyngtonu. 🤡
Stuart Michael Lewan retweeted
🚨 BOMBSHELL! Brave Alex Jones threatens to call for Donald Trump's impeachment if he passes Section 224, completely surrendering US military intelligence to the Zionist regime. He confirms Netanyahu is manipulating the White House, calling this massive betrayal total treason!
Stuart Michael Lewan retweeted
Stuart Michael Lewan retweeted
Noah Wyle is right: We need Medicare for All.
Stuart Michael Lewan retweeted
Any win Democrats get while being in the minority should be celebrated like this. War Powers resolution passes the House 215-208. Only 4 Republicans broke rank and voted with Democrats to get it over the line. #FundHealthCareNotWar
Stuart Michael Lewan retweeted
Billionaires don’t create jobs. They build businesses that wipe out smaller competitors, consolidate entire industries, and eliminate thousands of jobs along the way. Then they hire people back at lower wages and call it “job creation.”
Stuart Michael Lewan retweeted
Richard Gere on Trump: “We’re living in the darkest moment that I’ve experienced on this planet. Whoever thought America could turn like this? Whoever thought that a maniac like this would be president and dismantle all the good things? America’s never been a perfect place, but it has a perfect ideal. First day this guy dismantled almost everything that was good about the US government and people”
Stuart Michael Lewan retweeted
The AI Bubble is being driven by the fantasy that AI can replace human labour cost effectively. It can’t. The cost of compute is too high. Semiconductors are too expensive. GPU’s, CPU’s, even a commodity like NAND flash memory. Power is too expensive. Water is too scarce. Key metals are too expensive. It’s cheaper for humans to do the work than burning tokens using Claude Code or OpenAI Codex. The layoffs were premature. Humans are cheaper than compute.
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