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Not Investment Advice | just some dope on the internet | Do Your Own Due Diligence. DMs open.

[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

[BuccoCapital Bloke @buccocapital]

Everyone always talking about “talent density” in Silicon Valley when we really should be talking about how 80% of pretzels in America come from a small region of Pennsylvania

[QBgami @QBgami]

The Germans are revering Taco Bell.
The Swedes are dumbfounded by ranch.
The English have discovered the sun.

Just wait until the Europeans look up and see this ahead of Tunisia-Uzbekistan.

[D @d_rose92]

On a mission

[taobanker @taobanker]

boomer origin stories are always like "Finally at 35 years old I decided to get serious with my life -- fortunately there was a national shortage of hedge fund analysts"

[Vick3 @ImYourHostVick3]

ESPN analyst Bart Scott said the #Rams started an arms race by acquiring Myles Garrett. Scott followed that up by saying #Eagles GM Howie Roseman will package a deal to acquire #Raiders Maxx Crosby using Nolan Smith & possibly the '28 1st rd pick acquired in the A.J. Brown trade.

[junkbondinvestor @junkbondinvest]

Here's a bond that just got smoked.

$VRRM 5.5% due '29s, now at 86. (CUSIP: 91835HAA0). 11% YTW, inside maturity. 3.5x PF net leverage.

The issue? Largest customer (20+ yr relationship) just cancelled their contract. Stock down 70%.

[Greg Price @greg_price11]

BESSENT: "Sen. Wyden has slandered the Treasury building to cover up his son having an investment with Jeffrey Epstein."

WYDEN: "Nobody is interested in the rambling of a capo in the most corrupt regime in American history."

BESSENT: "Your son's largest investment position was Rick's Cabaret. Did your son and Epstein talk about poll dancing?

[Pedro Martinez @45PedroMartinez]

Playing in Philly is like playing a postseason game everywhere else…even when it's just a regular-season game.

That’s how fun it is! @Phillies #mlbontbs

[Philadelphia Eagles @Eagles]

We've agreed to trade WR A.J. Brown to the Patriots in exchange for a 2028 first-round pick and a 2027 fifth-round pick, pending a physical.

[Joseph Carlson @joecarlsonshow]

This is being viewed as a benevolent billionaire when in reality he’s saying the bottom 50% already pay so little in taxes it’s basically irrelevant.

[D @d_rose92]

Hammer the over on regime change

[zerohedge @zerohedge]

*US CHARGES CUBA'S RAUL CASTRO WITH MURDER IN 1996 INCIDENT

[mads campbell @martyrdison]

he didn’t lose on the merits, he lost on statute of limitations

up to the ninth it is!

[D @d_rose92]

@west4thstreet

[litquidity @litcapital]

The end of an era

[Divine @Divinsity]

are we fkn deadass?

[Charles Curran @charliebcurran]

LA is worth saving. Vote Spencer Pratt.

[Paul W. Swaney III @paulswaney3]

In 2017 I took a beating in an IC meeting.

My call: Amazon would enter last mile delivery and could threaten FedEx and UPS. DHL would survive.
They told me I was wrong.

Today, Amazon Supply Chain Services opened its logistics network to all businesses.

The lesson is not “I was right.”

The lesson is: the people closest to the operation always see it first. I worked there in 2009. The signals were obvious if you were on the floor.

Insiders get laughed out of rooms. Then they get proven right.

[Drew @DR3Wheels]

Penn, Temple, Villanova

[D @d_rose92]

Have an hour to kill near Grand Central. Anyone want to grab a drink?