Jeffery Kelly

All content is personal opinion and not intended to be statements of fact. This is not an offer to buy or sell securities, investment products, or advice.

[Jeffery Kelly @JeffKelly34]

@FreightAlley I'm sorry for your loss. They are such noble souls. Remember all the great times. To better days.

[Jeffery Kelly @JeffKelly34]

ahhh...no

[Felix Wang, CFA @HedgeyeTech]

$INTC “we are meaningfully increasing our investments in equipment, clean room space, and substrates." Semis and semicaps going up tomorrow $SMH

[Jeffery Kelly @JeffKelly34]

No, but I'm fairly confident I would somehow injure myself.

[Charlie Bilello @charliebilello]

If you took a penalty kick in a World Cup match, do you think you would score?

[Jeffery Kelly @JeffKelly34]

@NiallHarbison Incredible! You go girl!

[Peter Mallouk @PeterMallouk]

What a privilege…

[Jeffery Kelly @JeffKelly34]

Great podcast. “More private equity funds than McDonalds in the USA”. Nice work!

[R. Patrick Kent (RPK) @RPKent]

Recording a #ProtectthePile Episode shortly with @verdadcap - should be a great conversation. Hit us with questions! @HedgeyeAM @Hedgeye @Hedgeye_ADDS @SamofAmerica @dsaleminvestor

[Joe De Sena @realJoeDeSena]

Ask someone in their 80s what they’d give to have your body for just one day.

Then ask yourself why you’re wasting it.

Start discovering what your body is capable of.

[Jeffery Kelly @JeffKelly34]

@JonathanTurley Yes, as republicans turn to fascism mixed with a bit of communism. When can we expect your column on these developments?

[Lloyd Blankfein @lloydblankfein]

Coming to July 4th—contrast the idealism, courage and sacrifices of the founding generation with the willful blindness of current pols who won’t risk anything to call out corruption and extremism in plain sight in their own party. Where is the revulsion?? Are we inured to it?

[Jeffery Kelly @JeffKelly34]

@KeithMcCullough @SamofAmerica @biancoresearch is there a reason no one's discussing the massive fuck up with the $SPY at the close on Friday?

[Dan @dmbkparker]

Take a minute today to go read about some of these men.

MAJ Stephen Reich pulled a more junior officer off this mission and put himself in the seat. He could have been playing professional baseball, but instead he volunteered to be up front where the fighting is hard.

LND NSDQ

[Jeffery Kelly @JeffKelly34]

But they’ll all be back by the futures open , right…right!!!!

[Giovanni Staunovo🛢 @staunovo]

Iran Says Trump’s Threat Halted Talks With the US, Fars Reports https://t.co/EEjurE61V8

[Jeffery Kelly @JeffKelly34]

Why don’t you talk about doing something to improve your performance as a CEO? No one gives a damn about your opinion on anything else.

[Brian Armstrong @brian_armstrong]

Good take

My guess is
- demand for intelligence is near infinite
- but 80% of workloads will be running on 99% cheaper models within 12-18 months
- 20% of workloads will still run on latest gen models where IQ maxing is important (scientific breakthroughs, higher level ochestrator agents?)
- rough analogy might be what % of macbooks or gaming PCs sold have the maxed out specs for CPU/GPU, prices are falling much faster than Moore's law here though
- this leads me to think the limiting factor will be energy and compute, not better models

At Coinbase we're working hard on routing prompts to cheaper models where appropriate, and in some cases have been able to keep costs roughly flat, while token usage continues to grow exponentially.

[Team Talarico @TeamTalaricoHQ]

This is Nate Paul.

He was under FBI investigation for fraud. His real estate empire was collapsing after 18 properties filed for bankruptcy in a single year.

He wrote Ken Paxton a $25,000 check.

Then Paxton directed his AG’s office to hand Paul confidential investigative files.

They blocked foreclosure sales on his properties.

And they sided with Paul against the charity he was accused of defrauding.

Nate Paul even employed Paxton's mistress at Paxton’s recommendation.

Paxton's own senior staff reported his corruption to the FBI. They were fired.

This is what Ken Paxton does when he’s in a position of power — and it’s why he should be nowhere near the U.S. Senate.

[Jeff Leach @leachfortexas]

This is Adam Hoffman. He repeatedly raped a Texas boy — for nearly three years — dozens and dozens of times.

Tomorrow morning, May 25th 2026, he will be released from McLennan County Jail after spending just a few weeks there. He will not be required to register as a sex offender. And very soon he’ll be allowed to practice law again.

A real and dangerous predator — a present threat to Texas children — will be as free as you and me. A slap on his wrist and a spit in the face to his victim.

Why?! How?!

Because that’s the deal he made with Ken Paxton.

Vote accordingly.

[Jeffery Kelly @JeffKelly34]

Now that’s funny!

[Josh Wolfe @wolfejosh]

Nicholas Kristof pictured in Israel recovering in chair allegedly unable to walk after being brutally raped in lobby by rabid jewish golden doodles

[Yardena Schwartz @yardenas]

The most telling part of the genocide debate is that the ICJ & the ICC have never accused Israel of committing genocide. That hasn't mattered to the many people who continue to claim they have. Last month, in an interview that has received conveniently little attention, the ICC prosecutor even told @mehdirhasan that charges of genocide were not brought against Israel due to a lack of evidence. You can watch that interview here: https://t.co/IsVEZhzIft

[SMB Attorney @SMB_Attorney]

Small businesses have one of two things with their employees right now:

> AI resistant and annoyed
> AI faking and using it slop their way through their job

The operators who can solve this out will make a fortune

[Angry Staffer @Angry_Staffer]

Is this a real photo? Please tell me it’s a real photo 🤣🤣

[Eyal Yakoby @EYakoby]

BREAKING: The ICC prosecutor has admitted that he has not found a shred of evidence suggesting a genocide in Gaza.

Complete vindication.