Starting the week by just taking a moment to slow down, appreciate the quiet, and get my head right. Sometimes the best progress is made when we just take a breath and take it all in. Hope you all are finding a peaceful moment today. #OwnAmbassador for #Life 😊
... with all these fast-paced news cycles and AI updates, it's easy to feel behind. Real growth is tuning out the noise and focusing on your own foundation. #KeepingITReal #OprahBoy #Leadership
William Ensley retweeted
Fraud alert…
🚨 HOLY SMOKES. ICE has just announced a jaw-dropping fraud bust, saying 10,000 FOREIGN students are involved in the federal government's Optional Practical Training
There are EMPTY BUILDINGS where HUNDREDS of students should be "working" as part of their ability to be in America — run by foreign-linked groups that send money out of the country!
Locked doors, hundreds of students sharing the SAME ADDRESS, and "employers" sharing the same unleased addresses
There is a widespread "phantom employee" fraud going on. This is insane.
Many of the so-called "employers" have major red flags, such as facing lawsuits, no employment records, offshore payroll claims, and suspicious INTERNATIONAL MONEY flows
"HSI agents have visited problematic OPT employer work sites in Virginia, Texas, Georgia, Illinois, New York, New Jersey, North Carolina, and Florida."
"Foreign students themselves are entering false addresses and employer names into the student and exchange visitor information system."
"But we are uncovering evidence of organized fraud that spans national and international borders. This is not accidental. It is deliberate, coordinated, and criminal."
"To give you an example, one employer we visited claimed to employ only three foreign students through OPT, while our records show over 500 foreign students claiming to work there."
"The company's representatives were unable to answer basic questions about the business and deferred HR managers in India."
"OPT employers are required to directly train foreign students, but we've seen multiple examples of alleged employers claiming that all management is overseas in India."
"We've also discovered multiple state networks which are large networks of alleged employers claiming to train thousands of foreign students in OPT, then farming them out to unreported third party employers, making oversight nearly impossible and raising serious national security issues."
William Ensley retweeted
Actor/comedian Michael Rapaport (@MichaelRapaport) says he's considering running for New York City mayor. He attended a gathering of Jewish high schoolers & community members outside Gracie Mansion, referring to Mayor Mamdani as "Zohran the Moron." #NYC
William Ensley retweeted
BREAKING: 🇺🇸 SENATE DEMOCRATS JUST ANNOUNCED THEY WILL MEET TONIGHT TO DISCUSS THE #BITCOIN AND CRYPTO CLARITY ACT –– POLITICO
PRESIDENT TRUMP IS AMPING UP THE PRESSURE
ALL THE WHEELS ARE NOW IN MOTION
THIS BILL MUST PASS 👏
William Ensley retweeted
Nike losing market share in an expanding sportswear sector and slipping from the S&P 100 shows the cost of abandoning wholesale distribution. Direct-to-consumer pivot missteps combined with stalled innovation prove branding cannot shield bad capital allocation. $NKE
William Ensley retweeted
A 13x P/E on refiners looks cheap on surface screens, but cyclically inflated margins tell a different story. After a 130% run, crack spread normalization and post-conflict demand shifts leave zero margin for operational error. Peak-cycle multiples are value traps in disguise.
William Ensley retweeted
Replying to @Oracle
@Oracle heading into earnings amid PPI and CPI macro prints puts hyperscale cloud execution on trial. With multiple expansion priced into its OCI datacenter backlog, any guidance friction or margin squeeze gets penalized heavily in this rate environment. $ORCL
William Ensley retweeted
When a 90% top-line expansion cannot defend slipping incremental margins, market mechanics take over. Breaking structural technical support at $522 exposes how unforgiving institutional money is toward high-multiple infrastructure names when free cash flow conversion falters.👍🏼
William Ensley retweeted
Stronger frontier models maintain raw compute demand, but the widening dispersion beneath megacap tech exposes real structural fragility. Chasing broad momentum won't work when software margins compress and hardware capex dominates. Selectivity is the only real alpha.
William Ensley retweeted
I’m finally sharing some of my worst moments leading up to getting diagnosed. I’m fighting highly resistant ESBL Klebsiella & Enterobacter with biofilm, Valley Fever, Demodex dermatitis & mono. I also have a fungal ball in my face that needs to be removed.
I have surgeries ahead, months of daily IV treatment and so far very little improvement. Even with insurance, this is costing me $3,300–$6K a month and I’m barely able to work. I honestly don’t know how I’m going to do this mentally or financially.
Please be nice in the comments. I know I don’t look good. I don’t care, I feel terrible. This is my reality and I’ll be sharing more. 🤍 #brandiglanville #mystory
William Ensley retweeted
Autodesk guiding down while @Sandisk surges to potential peak margins illustrates the growing rift in tech. Enterprise SaaS is hitting customer budget ceilings, while hardware storage rides the AI capex wave. Chasing cyclical memory peaks while ditching sticky software usually ..
William Ensley retweeted
Replying to @SenLummis @MariaBartiromo
William Ensley retweeted
$SKYW showing relative strength while the broader market slips proves the power of fixed-fee capacity purchase agreements. Regional carriers with locked-in partner block hours and guaranteed contract revenue provide defensive cash flow when discretionary volatility spikes.











