#NEWS: Rapper, Kendrick Lamar Alledgedly Beat His Girl Friend To Bleeding Point.: A former female security gua... bit.ly/Wj92Kn

AOC? Fuck that. I’d rather vote for Donald Trump. At least we know he will make shit terrible. She’d make it even worse It’s Newsom 2028 or the moderates vote red. You extremists no longer get an opinion. Go vote green.

🚨2028 Presidential Poll (Age 18-29)🚨 🔵 Gavin Newsom - 55% 🔴 JD Vance - 25% Emerson Registered Voters 10/18

Barack Obama has endorsed Gavin C. Newsom (the C stands for Can’t Lose) 2028. Vote yes on Prop 50. Save the republic. Save democracy. #Newsom2028

How $PGNY can be a 10x stock over the coming 3 years. How this becomes a 10x (one reasonable path): •Lives: From ~6–7M today to 25–35M over a cycle via employer adds + health-plan distribution + mandates. •Wallet: Add-on modules (maternity, postpartum, menopause, adoption/surrogacy) lift ARPU and lock in relationships. •Margins: As scale compounds and pharmacy stays integrated, EBITDA margins step into the low-20s. •Valuation: At multi-billion revenue with ~$1B+ EBITDA and a quality multiple, you’re looking at enterprise value that’s 7–13x today’s. There are several roads to ~10x; this is just the clean one.

Forget the future, I want the past. Let me relive my life being born in 1955 being able to afford a 67 Chevy impala in high school. I believe @Starlakitty’s beagle, The Chosen Dog, revealed in Chosen Dog 3:24 that Heaven is being born in 1950’s America.

Lmao I undersold that AMD rally. At $240 now. Nice!

$PGNY — Why this can 10x America’s birth rate is in the basement. That’s not culture-war chatter; it’s arithmetic. Fewer babies → smaller workforce → weaker growth → a country that ages into stagnation. If you believe national strength is downstream of families, then family-building infrastructure isn’t “nice to have.” It’s strategic. That’s the frame. Now the company: Progyny ($PGNY). What they do (in plain English): PGNY is the fertility + family-building platform used by large self-insured employers (and increasingly health plans). Instead of giving employees a dollar cap that gets wasted on the wrong steps, PGNY built a cycle-based “Smart Cycle” that bundles testing → treatment → meds, with a curated center-of-excellence network and coaching. Translation: patients get to the right treatment faster, with fewer complications and fewer multiples. Families win. CFOs win. It works: Live-birth rates higher than national benchmarks. Fewer cycles to success. Lower NICU costs. Better employee experience. That combination prints referrals in the benefits world. They’re already scaled: Think hundreds of enterprise clients (over 500), ~6–7 million covered lives, a real revenue base in the billions run-rate over the next few years, strong cash, no debt. This isn’t a “pre-revenue disruptor.” It’s an operating machine with repeatable unit economics. Moat (and why others struggle to copy it): •Design: The cycle-based benefit fixes misaligned incentives. •Network: A curated, performance-screened clinic network that actually enforces standards. •Data: Longitudinal outcomes data across clinics, treatments, and meds informs routing and coaching. •Pharmacy: Tight integration matters; meds are a big driver of outcomes, cost, and experience. Distribution flywheel: Benefits consultants love programs that save clients money and improve outcomes. PGNY’s retention is stellar, references are strong, and selling seasons stack covered lives. The newer health-plan channel can compress sales cycles and open a much bigger top of funnel. Category tailwinds (real ones): •Employer coverage is rising every year. •State mandates are expanding (timelines vary, direction doesn’t). •Women’s health is finally being treated like a continuum (pre-conception → pregnancy → postpartum → menopause). PGNY can anchor the full stack, not just IVF. The bear case (acknowledged, not dismissed): Yes, client concentration bit the stock when a very large name churned. Utilization can be lumpy quarter to quarter. There’s noise from new entrants and carrier add-ons. None of that changes the math of better outcomes at lower total cost for the buyer who actually writes the check. How this becomes a 10x (one reasonable path): •Lives: From ~6–7M today to 25–35M over a cycle via employer adds + health-plan distribution + mandates. •Wallet: Add-on modules (maternity, postpartum, menopause, adoption/surrogacy) lift ARPU and lock in relationships. •Margins: As scale compounds and pharmacy stays integrated, EBITDA margins step into the low-20s. •Valuation: At multi-billion revenue with ~$1B+ EBITDA and a quality multiple, you’re looking at enterprise value that’s 7–13x today’s. There are several roads to ~10x; this is just the clean one. 12–24 month catalysts I care about: •Health-plan channel moving from logos to lives (material contribution to bookings). •Net new covered lives each selling season (keep adding ~1M+ and it compounds fast). •Cross-sell attach rates for maternity/menopause (ARPU proof). •Client concentration trending down and adj. EBITDA margin marching up. Why I like this now: The need is structural (low birth rate). The buyer ROI is hard-dollar (fewer cycles, fewer multiples, lower NICU). The experience is better for families (which drives retention and recruiting). The category is still underpenetrated. And a messy headline year created price dislocation that obscured durable demand.

Big fan of what @Payoneer is building. Believe it has 50x+ long-term upside if it executes well. Initiated $PAYO position at 10,000 shares at $6.11 average. Holding for a minimum of 24 months. Let’s see where it goes! Initiated a tracking position in $MSAI of 0.5% of portfolio. At $20mm market cap, trading near 52 week lows, it has asymmetrical upside but has funding risk so chance of it going down further persists.

The fertility crisis in the United States, and abroad, is worsening at a rapid pace. One solution is employers (in the 🇺🇸) to provide insurance for pro-natal care, and Progyny (fertility benefits management company) offers exactly that. Initiating in $PGNY @elonmusk

Looking like a $AMD run to $175 - 180 is possible based on overnight activity. Entering $QLYS @ 3.25% of portfolio today.

John Cena’s final @TheGarden appearance is currently selling for significantly higher than Wrestlemania 42 for similar seats. Cena is the greatest draw of all time. There is simply no one comparable that can move seats at these prices. Not Rock, not Flair, not Hogan. @davescherer #WWE #WWERaw

Is this because we’re collectively exhausted by current events or because we ran out of money for vacations?

Christians in Nigeria face relentless massacres (genocide), church burnings & kidnappings - thousands killed or displaced in 2025 alone. IWhy isn’t the world talking about this? @TimforSenate @Starlakitty

THE “KING” JUST FINISHED A TREMENDOUS TRIP TO NEW YORK CITY FOR THE UNITED NATIONS GENERAL ASSEMBLY. WORLD LEADERS LINED UP (BLOCKS LONG!) TO MEET ME, GAVIN C. NEWSOM, THE REAL LEADER OF AMERICA. DOZY DON WAS VERY RUDE TO THEM (HE SAID, “YOUR COUNTRIES ARE GOING TO HELL!” NOT NICE, MR. PRESIDENT). I WONT SAY WHO, BUT MANY AFTER TOLD ME PRIVATELY, “SIR, THE UNITED NATIONS WOULD LIKE TO RENAME NYC TO NEWSOM YORK CITY IN YOUR HONOR!” I AM VERY HUMBLE AND NOT “BRAGGADOCIOUS" BUT I DO DESERVE THIS AND SO WE WILL RENAME NYC SOON. EVERYBODY LOVES THE IDEA! A GREAT HONOR!!! THANK YOU FOR YOUR ATTENTION TO THIS MATTER. – GCN

Earth peaked in summer sixteen

DOZY DON WAS DEFEATED BY THE ESCALATOR, POOR GUY! THE ENTIRE WORLD IS LAUGHING AT THE LOW IQ “PRESIDENT.” NEXT STOP: THE BEST ROOM AT MEMORY MEADOWS RETIREMENT RESORT. TYLENOL INCLUDED. ENJOY YOUR STAY, DON! — GCN

I’M REALLY GOOD AT PREDICTING THINGS. DURING THE CAMPAIGN THEY HAD A HAT -- A BEST SELLING HAT -- “NEWSOM WAS RIGHT ABOUT EVERYTHING.” AND I DON’T SAY THAT IN A BRAGGADOCIOS WAY, BUT IT’S TRUE. I’VE BEEN RIGHT ABOUT EVERYTHING. store.gavinnewsom.com/newsom…

Alarming scene: Kamala Harris depicted in a volatile outburst, hurling a bottle toward Doug Emhoff. Raises grave questions about temperament, and stability. 🇺🇸 Gavin 2028.

What happened with the cost of living since the 1930’s? It couldn’t have risen because of wars or time… America before Donald was born was paradise What changed? I suspect the catalyst was Donald Trump being born #MAGA Make America Gavin Again!