BREAKING: Ohio had 21 local ballot measures on data centers this week. The data center side lost all 21. Nationwide it was 40 of 41. Full bans, partial bans, moratoriums, and rules requiring a public vote before anything gets built.

The US Treasury will buy back up to $95 billion of its own debt over the next 3 months. Sounds big until you see the total. The national debt is $40.56 trillion. $95 billion is 0.23% of it. Over those same 3 months the debt will likely grow by around $500 billion. Possibly double that.

BREAKING: In 12 US states, earning $100,000 a year can still put you in the lower middle class. In Massachusetts, $116,476 still counts as lower middle class. Even in Virginia, the cheapest state on the list, it's about $102,000. Six figures used to mean you'd made it.

The US government approved Nvidia $NVDA H200 chip sales to about 24 Chinese companies, according to a New York Times investigation. When reporters went to check some of them, the offices were empty. One approved buyer's owners are tied to a blacklisted firm. Another shares staff and patents with Inspur, a blacklisted Chinese server maker.

A lot of paying AI users are saying the same thing lately: the models feel dumber. Nobody has confirmed why. The theory going around is that companies are cutting compute per request to save money while the AI selloff squeezes everyone. Have you noticed it?

This stock is now up 27% in ONE DAY, and up 31% since I bought it 2 weeks ago. All you had to do was join The Assembly, and you'd have been in it from the start. I'm buying another one right now, and it's going straight into The Assembly. Join so you don’t miss this one.

Yesterday we sold $BSY for a 56% profit. Today we're up 23%+ on $TMDX. There are 3 stocks I consider good buys RIGHT NOW, and I just shared them in The Assembly. So you have a choice to make… Join The Assembly today and get them at the same prices I did, or find out what they were in a few months when everyone else does.

JUST IN: About 100 protesters broke into a Microsoft AI data center construction site in Amsterdam today, carrying signs that said "Screw your data center." It's the first of actions planned at 85 locations across Europe by a coalition demanding an immediate moratorium on large data centers. The backlash against AI is now physical…

I'm only saying this ONCE. If you're in your 20s or 30s, this stock market crash is a generational opportunity to buy good stocks at great prices. Here are 6 stocks you should watch: 1: AMZN 2: GOOGL 3: VST 4: UBER 5: NVDA 6: NFLX There's a very high chance most of these will be trading much higher in 2-3 years than they are today. Save this tweet and come back to it later. And you know what else is crazy? Yesterday I bought my first ever AI stock, right into the dip. I shared it exclusively in The Assembly and nowhere else. It's already up 4%, and I think there's a lot more to come. Want to see it? Join The Assembly from my bio before it moves without you…

If you still believe in Elliott Wave Theory after a day like yesterday, please seek help. The market doesn't give a shit about your random lines on a chart or your "waves." If it wants to crash, it will crash.

🚨 ASIA IS IN FREEFALL AND MOST PEOPLE HAVE NO IDEA WHY… South Korea's stock market is now down 48% from its peak. Nearly HALF of it is gone. Today it dropped so fast the exchange had to STOP TRADING for 20 minutes. Here's the part nobody explains: Two companies, Samsung and SK Hynix, make up MORE THAN HALF of Korea's entire market. In Taiwan, TSMC alone is about 41%. Every one of them lives off selling chips to American AI data centers… So when Wall Street panicked this week that a Democratic Congress could slow AI spending, Asia got DESTROYED with it. $1.2 TRILLION erased across Asia in a single day. Taiwan just had the BIGGEST point drop in its history. Japan fell 7% in one session. The AI boom was built in four countries. Now it's unwinding in four countries… By the way, over the last 2 days I bought 2 new stocks and added to another. None of them are posted here. They're only in The Assembly, with my exact entries. In a few months people will be asking where these were when they were cheap. Members already know… If you’re serious about investing and you actually care about your future, join The Assembly from my bio.

THE STOCK MARKET IS COLLAPSING, HERE’S WHAT YOU SHOULD DO Thursday the Nasdaq had its worst day since 2020. Almost all of it was AI. The stock market is just the last place this showed up. The credit market saw it first. JPMorgan and MUFG have been stuck for six months trying to sell $38 billion of debt tied to Oracle data centers. Nobody will take it, because banks have hit their internal limits on AI exposure. Oracle's default insurance has more than doubled this year. CoreWeave's is pricing in serious trouble. OpenAI went out to raise $30 billion and reportedly came back with around $11 billion. Meta and Alphabet both posted negative free cash flow because of how much they're spending. When the money gets this hard to raise, the stocks reprice. That's all this is. Now the part most people get wrong. If you hate days like this, you're doing it all wrong. The best investors alive pray for days like today. It's the only time great companies go on sale. And if you're in your 20s or 30s, this is the best gift you could ask for. You have decades ahead of you. Every red day is a discount you'll never get again. Over the last 2 days I bought 2 new stocks and added to another. None of them are posted here. They're only in The Assembly, with my exact entries. In a few months people will be asking where these were when they were cheap. Members already know… If you’re serious about investing and you actually care about your future, join The Assembly from my bio.

JUST IN: The Independent reports Marco Rubio is preparing to resign as Secretary of State to run for president in 2028. A Republican source quoted in the piece: "There will be about four or five of them running for the hills" after the midterm losses. The White House calls it "baseless, false conspiracy theories." Rubio said in September he has "no plans at this time" to run.

The number of people with an IQ below 50 here is absolutely insane. Some people are attacking me for calling Google at $280 and Amazon at $227. Amazon is up 14% since. Google is green too. Just because you're losing doesn't mean you should hate the people who aren't. All I have to say: thank you to everyone in The Assembly who supports my work and research. That means a lot to me, and I'll keep doing my best to make you guys money. 🫡