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The cheesecake is blended with KD cheese.
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Palantir’s $369 Billion Valuation Requires Unprecedented Federal Market Share (PLTR)
I’m a full-time investor focused on special situations and opportunistic ideas across the public equity markets. My capital is concentrated in a small number of names at any given time. I’d rather own eight to fifteen high-conviction positions than a diversified basket, and I typically hold through multi-quarter or multi-year time horizons rather than trading around short-term price action. Special situations are where I spend most of my research time: spinoffs, post-bankruptcy equities, recapitalizations, activist setups, complex capital structures, forced-seller dynamics, and underfollowed micro- and small-caps where the market is mispricing fundamentals or asymmetrically discounting future cash flows. I’m drawn to ideas where there’s a clear catalyst, where the bear case is well understood, and where information asymmetry creates a window before the broader market catches up. Sector-wise, I gravitate toward companies riding durable secular tailwinds, defense and the broader national-security supply chain, AI infrastructure (the picks-and-shovels layer more than the pure-play LLM names), space and dual-use technology, and digital transformation in legacy industries. The screen is strong unit economics, high incremental returns on invested capital, defensible moats, and management with meaningful skin in the game.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Business
LARRY KUDLOW: Will the Los Angeles moms come home today?
FOX Business host Larry Kudlow discusses the future of California amid the primary election on ‘Kudlow.’
Once upon a time California was a truly great state. After World War II people were moving West. It was beautiful. It worked. It had good cops. It had fabulous business opportunities. Taxes were modest. Roads were being built. GI’s coming home from the war went to live there, went to school there, married there, had kids there, got educated there. Wow, what a place.
Richard Nixon came out of California. Ronald Reagan came out of California. S.I. Hayakawa, California. George Murphy. The great Pete Wilson. George Deukmejian. Even the liberals weren’t all that liberal. And most of all, California worked. But that was then.
Now, it doesn’t work anymore, as everybody knows. So today is the big election day, jungle primary day, and the big race is really for Los Angeles’s mayor. Now I won’t forget my pal Steve Hilton, with a Trump endorsement — I hope he does well in the gubernatorial race, but all the talk is about Spencer Pratt running for Mayor against Karen Bass.
This is a very important race, but it’s not really a policy debate, and it’s not really a partisan political race in the usual sense. I think it’s more a question of whether moms can win back Los Angeles as a good place to live. And this chap Spencer Pratt is going for the moms’ vote. Of course it’s about the fires. It’s about the homeless, it’s about drugs, and schools, and safety. That’s why I think it’s about moms. And I have a feeling they’re going to vote their gut. It’s not so much about policies as it is about moms and their families.
Hoover Institution senior fellow Victor Davis Hanson discusses the Los Angeles mayoral race and candidate Spencer Pratt’s promise to bring ‘common-sense’ solutions to the city’s problems on ‘Kudlow.’
My friend Victor Davis Hanson writes how the Democratic party itself has been hijacked by a bunch of left-wing Jacobins. Crazy people of whom Mayor Karen Bass is a card-carrying member.
Today’s Democrats don’t mind Nazi tattoos. They want the southern border to be open. Everything is about racism, DEI. They’re for cashless bail. Biological men in women’s sports. Arrest violent felons and put them back on the streets. Radical abortion on demand. And virtually no place for God and religion.
For some reason, these democratic left-wing Jacobins have completely lost touch with working-class folks of all colors, shapes, and sizes, which is why President Trump has whooped them two out of the last three elections: maybe three out of the last three elections.
As I said before, I really don’t think this election is a heavy dose of policy. Today’s election is not about Mr. Trump. It may not even determine whether Los Angeles ends up in dystopia or recovery for the next 20 years. Instead today’s election is about a nice guy whose home was burned in the fires, with a clever sense of humor, a lot of common sense, and an appeal to Los Angeles moms to please come home.
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Scams have grown more sophisticated, but people are fighting back
As governments across the world restricted the movements of their citizens during Covid lockdowns from 2020, people spent more time online. We bought more online and socialised more online, and this brought us closer to the people who want to scam us. At the same time, realistic video impersonations, voices, websites, and texts became more commonplace, and scammers increased their use of social media including WhatsApp.
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PDO: Best For A Normalizing Interest Rate Environment
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Earnings call transcript: PicPay’s Q1 2026 results showcase strong growth and market optimism

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Messi Trains Separately With Hamstring Issue as Argentina Prepares World Cup Defense
KANSAS CITY, Mo. — Lionel Messi trained individually during Argentina’s first session at their U.S. training camp as the 38-year-old captain continues recovering from left hamstring muscle fatigue, though team officials expect the superstar to be available for the World Cup opener against Algeria.
The Argentine Football Association confirmed Messi worked apart from the main group Monday at the Kansas City base as part of a cautious recovery protocol. The forward has been managing the issue since late May, prompting the individualized program to ensure full fitness ahead of the June 16 group-stage match.
Manager Lionel Scaloni expressed measured optimism as the reigning champions began preparations on American soil. Medical staff project Messi will rejoin full training in coming days, positioning him to lead the Albiceleste in their title defense. The eight-time Ballon d’Or winner remains central to Argentina’s hopes despite his advancing age.
Multiple Injury Concerns Test Depth
Argentina’s medical department is monitoring several players dealing with various ailments. Goalkeeper Emiliano “Dibu” Martínez, midfielders Nico Paz, Leandro Paredes, Nico González and Thiago Almada, plus defenders Gonzalo Montiel and Nahuel Molina trained separately under physiotherapy supervision. The AFA described their progress as satisfactory, with targeted rehabilitation aimed at building stability before competitive action.
The cluster of injuries adds complexity to Scaloni’s preparations. Argentina faces a demanding schedule, including warm-up friendlies against Honduras on Saturday and Iceland on June 9 in Auburn, Alabama. The team will then open World Cup play in Kansas City against Algeria, followed by matches versus Austria and Jordan.
Positive developments provided balance. Tottenham Hotspur defender Cristian “Cuti” Romero returned to full training after recovering from a right knee ligament sprain. Atletico Madrid forward Julian Alvarez also participated in the main session, marking his return after an ankle sprain sustained May 5. Both players received medical clearance, boosting Scaloni’s tactical options.
Messi’s Enduring Importance
At 38, Messi continues defying typical career timelines. His club form with Inter Miami this season showed flashes of brilliance despite occasional physical setbacks. The hamstring fatigue prompted a conservative approach upon joining the national team, prioritizing long-term availability over immediate full participation.
Argentina’s reliance on Messi extends beyond his technical brilliance. His leadership and experience anchoring the attack remain vital for a squad blending veterans and emerging talents. Scaloni has built the team around Messi’s creativity, and his potential absence, even temporary, would force tactical adjustments.
The U.S.-based camp has drawn significant local and international attention. Security measures and media presence reflect the high stakes as defending champions. Public interest in Messi’s condition dominated early discussions, underscoring his global stature even as younger players step forward.
Squad Building and Tactical Outlook
Scaloni has emphasized squad depth throughout the buildup. The returns of Romero and Alvarez strengthen defensive solidity and attacking threat respectively. Romero’s aerial prowess and Alvarez’s movement provide balance, particularly important against Algeria’s organized defense in the opener.
The friendly against Honduras offers an early test of cohesion. The match will allow evaluation of combinations without risking key players still regaining match sharpness. The subsequent Iceland fixture serves as final preparation before the tournament proper.
Group stage opponents present varied challenges. Algeria brings North African intensity and counter-attacking speed. Austria offers European tactical discipline, while Jordan represents an unpredictable wildcard. Argentina enters as favorites but recognizes the need for full fitness across the roster.
Historical Context and Expectations
Argentina captured the 2022 World Cup in Qatar, ending a 36-year drought with Messi at the forefront. That triumph, sealed in a dramatic final against France, elevated the squad’s status and Messi’s legacy. The current campaign represents an opportunity for back-to-back titles, a feat last achieved by Brazil in 1962.
Injuries have tested the squad before. Similar precautionary management occurred ahead of Copa America campaigns, where Messi ultimately delivered. The current situation echoes that approach — careful progression rather than rushed returns.
The broader national team picture includes integration of younger talents. Players like Nico Paz and Thiago Almada represent the future, gaining valuable experience even while managing minor issues. Their development alongside established stars strengthens long-term prospects.
Camp Logistics and External Factors
Hosting the camp in the United States aligns with the tournament’s North American venues. Kansas City’s facilities provide modern training grounds and recovery resources ideal for addressing fitness concerns. Local support has been enthusiastic, reflecting soccer’s growing footprint in the region.
Travel and acclimatization add layers to preparation. Players arriving from European and South American clubs must adjust to time zones and climate. Medical staff monitor workload closely to prevent exacerbating existing conditions.
Public discourse around Messi’s fitness highlights the intense scrutiny on star athletes. Social media and traditional outlets have amplified every training detail, creating a constant feedback loop. The AFA’s transparent updates help manage expectations while protecting player privacy.
Path Forward for Argentina
As the World Cup approaches, focus remains on gradual reintegration. Messi’s individualized sessions allow monitoring without pressure. Full participation in later friendlies would signal readiness for the tournament’s rigors.
Scaloni’s experience navigating injury situations provides reassurance. His calm demeanor and strategic flexibility have defined successful campaigns. The manager will balance short-term caution with the need to build chemistry before June 16.
For fans worldwide, the narrative centers on whether Messi can deliver one more transcendent performance on the global stage. His presence elevates Argentina’s ceiling, but the squad’s depth offers resilience if any absences persist.
The coming days will clarify timelines. Training updates, friendly performances and final squad selections will shape perceptions. Argentina enters the tournament with champion pedigree and elite talent, tempered by the realities of physical management at the highest level.
With the opening match weeks away, the priority is clear: arrive healthy, unified and prepared to defend the crown. Messi’s careful progression forms the cornerstone of that effort, supported by returning teammates and a structured recovery environment.
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