Jesse Beal

Engineering Manager | Industrial automation, PLCs, predictive maintenance | Dad of 4 | Building systems that last | Proverbs 13:22

[TheBronxViking @TheBronxViking]

Happy Father’s Day to all the men out there doing their best to pave the way for the next generation.

I received this poem today from my oldest as part of a class project.

It was a good reminder that while so much is demanded of us outside the home as we work to provide for our families, our most important job is still at home.

We need to make time to instill the values, principles, and character that our children deserve and that they’ll one day pass on to their own children.💙

[Larry Cheng @larryvc]

When it comes to the role of human ingenuity in the world of AI - two things are very clear in my view:

(1) Human ingenuity is an absolute necessity to maximize the value of AI. AI can do 90% of many things, but the last 10% of applied human context, wisdom, intelligence, perspective is critical to unlocking real value. Humans can focus their time on doing the highest value work in this world.

(2) The inverse is also true: the lack of human ingenuity categorically limits the value one can get from AI. When people complain about AI not working or AI not doing anything helpful - the problem isn't AI, the problem is the lack of applied human ingenuity, capability, and creativity in that context.

If humans are the unlock for AI, by definition, they are also the bottleneck for AI as well.

You can see the difference in companies already - companies with people that are living in #1 vs. companies that are living in #2 might as well be from different planets. The entire operating model and culture couldn't be more different. And that divergence seems to be accelerating with time.

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[TheBronxViking @TheBronxViking]

You have no idea how FUCKING ELECTRIC MSG is going to be tonight when those lights drop. There is literally nothing on earth like a Finals/championship in the world’s greatest arena 🏟️🔊🔊🔊

The fact that Trump (and don’t for a second pretend like he’s not a life long New Yorker) is going to be there only adds to the level of intensity & energy🇺🇸⚡️⚡️⚡️

Every person in that building knows they’re going to be part of history tonight.
They’ll be bragging about it for the rest of their lives.🗽🏀🌃

2 more 🤝🏆

[Ryan Cohen @ryancohen]

https://t.co/kVPvOobXU2

[GameStop @gamestop]

GameStop reports highest quarterly net income in company history of $389.6 million. Highest first quarter operating income in GameStop’s history of $143.3 million. Net sales grew 14% year-over-year, driven by collectibles. Cash, marketable securities, digital assets and related receivables, and collateral pledged for derivative asset of $9.7 billion.

https://t.co/BAu3T6V9w4

[Jesse Beal @BealEngineering]

She wanted pink for her 9th birthday.
So we built pink.

Every fan, every key, every cable.. together. AMD Ryzen, Radeon graphics, cat-ear headset, pink case with RGB fans. She picked it all.

Best build I’ve ever done. 💖

[Jesse Beal @BealEngineering]

@unusual_whales Signed up this morning and already been using it 💪 thanks UW!

[unusual_whales @unusual_whales]

Get your API key, connect the MCP server, and start building in minutes:

https://t.co/LtCRvn6s1q

Works with Claude, Openclaw, Codex, Cursor, Perplexity — anything.

Comes with easy to understand docs built for vibecoders and professionals who want to ship fast with data they can trust.

[unusual_whales @unusual_whales]

Here's what your AI can pull once you connect it:

Options flow, sweeps, and block trades in real time
Dark pool transactions with NBBO context
What members of Congress are trading Income statements, balance sheets, and cash flows for any company
Technical indicators like RSI, MACD, VWAP, Bollinger Bands Screen 8,000+ tickers by IV rank, put/call ratio, short interest
Greek exposure by strike
Institutional 13F filings and insider trades

Build with real numbers, not hallucinations.

[unusual_whales @unusual_whales]

BREAKING: We just gave Claude access to the entire options and stock market and it's not a demo.

It's the Unusual Whales MCP Server. It plugs directly into any AI assistant and gives it live, structured market data on demand.

Build a trading bot. Build a finance dashboard. Build a screener. Build whatever you want.

A thread:

[DOMO Capital Management, LLC @DOMOCAPITAL]

What's weird is that you felt the need to quote the post and personally attack someone sharing his genuine thoughts on $GME. If anyone is the clown here... it's clearly you. He isn't even wrong in what he's saying which is also one if the driving forces behind the @michaeljburry recommendation of $GME. You should be ashamed of yourself.

[Cassandra Unchained @michaeljburry]

Phil Anselmo @philiphanselmo and Zakk Wylde @ZakkWyldeBLS
@Pantera, June 22, 2025
Levi Stadium Santa Clara
Still feeling the circle pit, awesome show
Historic, epic band #Pantera

[Cassandra Unchained @michaeljburry]

The Big Short Squeeze and details of my history with the stock leading up to it
$GME

https://t.co/p7lnwtSyEo

[Cassandra Unchained @michaeljburry]

Check out these two charts. This is a tomahawk dunk, a killshot.
Palantir accounts receivable grew 20x while revenue growth grew 6x. DSO rose form 20 to 67 days. Q4 though is the seasonal low, and seasonal lows have been rising - 20 → 44 → 40 → 46 → 55 → 63 → 67 days. Today’s “best” quarter (67 days) is worse than the peak quarters of 2020–2021. The floor keeps rising. Government customers pay slower, but mix is far more commercial now. Larger deals are longer cycles, but Adobe does big deals and its DSO has fallen from 50 to 29. Scaling rapidly with new customers, but HubSpot is one of the fastest growing, and its DSO has been flat at 36-40 days the entire time.
This also could mean increasingly aggressive revenue recognition, extended payment terms as a sales tactic/concession, contracts with back-end loaded cash - again a concession, and finally a customer just paying slower because the ROI//business use case is not strong enough to justify shorter or shortening payment terms. One would think if the customer is so enthusiastic, they would pay on time, or faster. This is not happening.
Rising DSO on an absolute and comparative basis to SaaS companies suggest the company is much more consultancy that Software/SaaS.
Note that Palantir's DSO is very close to Accenture on an absolute basis - 76 days at Accenture vs 72 or so this current Q at Palantir. But Palantir trends like Accenture, and unlike the SaaS/Software firms. Palantir trades at 70x sales because it has sold Wall Street that it is SaaS, not the single digit multiple of a consultant.

Read more at the full post - Palantir’s New Clothes: Foundry, AIP, and the Failure of Reason

https://t.co/x4ELKC7wyS