Randomly irritated veteran

Veteran/Engineer/Cranky old fart. Enjoys Monty Python, Benny Hill, BlackAdder, sci-fi, geology, guitar, the occasional good whiskey

[COL Conrad Reynolds @ColonelReynolds]

@JeffClarkUS While on HBOMax, make sure you watch this

Stream Kill Chain: The Cyber War on America's Elections on HBO Max https://t.co/sdXAkG0Dmp

[The Kobeissi Letter @KobeissiLetter]

A massive leverage unwind is underway in semiconductor ETFs:

Assets under management (AUM) in US leveraged semiconductor ETFs have dropped -$63 billion from the June peak, to $100 billion, the lowest since late April.

This marks a -39% decline, the largest drawdown since April 2025, when assets more than halved from their August high.

This also accounts for 63% of the -$100 billion decline in AUM across all US leveraged ETFs over the same period.

The selloff came after assets in these funds nearly tripled between the last week of March and their June peak.

Even after this sharp unwind, leveraged semiconductor ETF assets remain +400% above January 2023 levels.

Investors are aggressively cutting leverage.

[Randomly irritated veteran @Campbellms]

Next week bears watching for the markets

[The Kobeissi Letter @KobeissiLetter]

Key Events This Week:

1. ADP Employment Change data - Tuesday

2. Tesla, $TSLA, Alphabet, $GOOGL, Report Earnings - Wednesday

3. Initial Jobless Claims data - Thursday

4. Intel, $INTC, Reports Earnings - Thursday

5. July S&P Global Manufacturing PMI data - Friday

6. July New Home Sales data - Friday

Earnings season is officially in full-swing.

[Eric Daugherty @EricLDaugh]

🚨 JUST IN: The Trump administration is holding routine meetings to root out foreign election interference ahead of the 2026 midterms

The Senate GOP must DO ITS JOB and pass the SAVE America Act! 🇺🇸

[Randomly irritated veteran @Campbellms]

@Oilfield_Rando I think just saw his free performance as this was dude walking down the middle of the local highway talking to himself

[Burke Kaltenberger @BKaltenberger]

@ventry089 The "Circular AI Economy" has come to roost

[Randomly irritated veteran @Campbellms]

@Colt_Shelby @SarahHuckabee State parks maintenance seem to be lacking for sure…..some of the lesser known Civil War parks are just overgrown, and lots of complaints about Crater of Diamonds (undergrowth/plowing)

[RealRawNews @RealRawNews1]

White Hats today stopped a black van in washington DC containing Iranian Agents bent on killing Trump. From what we know know, two of the six Iranians were killed, and the rest are in custody.

[Randomly irritated veteran @Campbellms]

@leadlagreport @elonmusk the left is trying to cancel/demonetize this guy

[Mike Lindell @realMikeLindell]

It is true and has always been true!
Melt down the voting machines and turn them into prison bars!

[Randomly irritated veteran @Campbellms]

@leadlagreport Especially with all the rats scurrying after the Trumps recent election fraud speech

As you stated none of these guys are lovable or there for voters, but the people squealing the loudest right now are the most entertaining

[Golden Oldies Music @tuu_phan36431]

King Of The Road - Roger Miller 4K-HD 1965 {Stereo}

#PieceOfMyHeart #LoveMusic

[Catturd ™ @catturd2]

We need arrests.

[Steve Ferguson @lsferguson]

Nothing to see here. Move along........

[THAT SOUTHERN DUDE @TSDmemes]

It’s Saturday! We all know what that means….

Taste the goodness of the biscuit today and everyday.

[Shiloh Marx @Shilohmarx]

Sen. Catherine Cortez Masto (D-NV) won by 7,928 votes in 2022.

Nevada processed 163,900 duplicate registrations.

[Tracy ❤️🎶💫 @nunyabizz6773]

Talking Heads
"Psycho Killer"
Old Grey Whistle Test, 1978
Enjoy! ✌️😎
#RockOn 🎸🥁🎶🔥🔥

[Randomly irritated veteran @Campbellms]

@TiffanyFong Where is the @WuWei113 confirmation on this?

[Shiloh Marx @Shilohmarx]

Sen. Mark Kelly (D-AZ) won by 78,806 votes.

Arizona processed 112,693 duplicate registrations.