Max Bubbles

i like big bubbles and i cannot lie | certified reflexivity enjoyoor

[Max Bubbles @BubbleMaxxer]

I'm not an active Twitter user and primarily tweet from the toilet. These are quite literally shittakes. Bear that in mind if you disagree with me.

[James Chanos @RealJimChanos]

@taobanker Speaking of tough times…

[Paulo Macro @PauloMacro]

Don’t worry gang, this is the good kind of bond crash

[Cluseau Investments @blondesnmoney]

Can someone start buying bonds? Not me, but someone needs to take one for the team

[Not a Good Jewish Girl✡️ @estherzelda0514]

My favorite detail from the lesbian bar story is that nobody in the story is a woman, and nobody in the story is a lesbian.

[guleid @riddle245]

Meta at $550 - Zuck has never created anything original

Meta at $750- Zuck is the closest thing we have to a modern Steve Jobs

[Depressed Mathematician @retiremeplease]

im on my knees bloodied an Anthropic killbot pushes a gun into my temple
"any last words?"
"coxon was right"
"coxon?"
i grin through broken teeth
"coxon your face"
*BANG*

[MrRatable @MRatable]

I resigned from Citadel today. I spent the last three years parsing alt data and gaming bogeys at both Surveyor and Baly. Neither company is acting responsibly. They are racing straight to uncorrelated super-alpha and gambling with our lives. More thoughts below.

[yifei e/λ (meetmeinshibuya Oct 18) @yifever]

> the bible mentions Apple 5 times
> it mentions Nvidia 0 times
thoughts?

[jbulltard @jbulltard1]

It’s time for futures to open

[Cultured Swine (@culturedswine2.bsky.social) @tales_tomorrow]

Pete Hegseth: We need our military to be more like the Spartans! *immediately loses fight with Persia over an important chokepoint*

[joe @spinningjoe]

[joe rogan] so you're saying you've never been fed?

[domestic cat that was fed thirty minutes ago] that's right joe. i've never been fed in my entire whole life

[joe rogan] wow

[Conks @conksresearch]

Warsh hawkish = bond yields rise
Warsh dovish = bond yields rise

hope that helps

[Noodle @Noodle__Bob]

Every time this fella Warsh talks, there’s a cross asset nuke and yields moon.

The rate hike believers come out in full force and the timeline goes into Macro Derangement Syndrome.

Then the next trading session equities recover and then eventually Bessent comes in with the yield tamp hammer.

Honestly just cinema at this point

[Liz Hoffman @lizrhoffman]

Jensen Huang: We're creating a new financial asset class

The lawyers: We're not creating a new financial asset class, please do not regulate this like a new financial asset class

SEC: got it

[Karst @KarstResearch]

See you fools later.

[Athu @athuinvests]

⚡️ Photonics / AI Interconnect (Watchlist)

1. Lasers & Optical Components: $COHR $LITE $AAOI $SIVE $ADTN

2. Foundry: $TSEM

3. Connectivity Silicon: $CRDO $MRVL $ALAB $MXL $SMTC

4. Glass Substrates: $GLW $LPK

5. Substrates: $AXTI $SMTOY $IQE $SOI

6. Systems: $CLS $CIEN $PENG

7. Test: $AEHR $TRT $VIAV

[Football Away Days @FBAwayDays]

Different angle… 😭

[Senior PowerPoint Engineer @ryxcommar]

Could God create a BI dashboard so packed with data-driven actionable insights that even He could not schedule a meeting to touch base on improvements?

[skooks @skooookum]

Just saw a pornhub URL in the Codex thinking trace while I asked it to write me a small shader. Whatever man do your thing

[Mike @MarketMike]

No.

The real awful news: everyone in their 20s and 30s who signed up for this guys service after you platformed him just got hosed