Ryan Brown

This is my article archive.

[Ryan Brown @RyanBdoesntweet]

Ignorance and immaturity breed suffering -Ryan Brown (inb4 pretentious-asshole label)

[Anthropic @AnthropicAI]

Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission.

Pending completion of SEC review, this gives us the option to pursue an initial public offering.

Read more: https://t.co/onGZAhRLvD

[Centrus Energy @centrus_energy]

If you’re ever in Oak Ridge, Tennessee, you may see this sign leading to our manufacturing facility — the only commercial centrifuge manufacturing plant in the United States and one of just two in the Western world. At Centrus, we are providing the “on-ramp” to reclaim U.S. nuclear leadership. We are restoring our nation’s ability to enrich uranium at large scale — with American centrifuge technology, built here at home by American workers. #nuclear #fuelingthefuture

[Howard Lutnick @howardlutnick]

Data centers in space are coming. Satellite Data Centers that follow the sun 24/7. Thanks to @Gwynne_Shotwell for driving American Technology forward.

[Ryan Brown @RyanBdoesntweet]

@WOLF_Financial Bezos for president.

[WOLF @WOLF_Financial]

JEFF BEZOS SAYS: "WE DON'T HAVE A REVENUE PROBLEM IN THIS COUNTRY. WE HAVE A SPENDING PROBLEM."

"A nurse in Queens who makes $75,000 a year pays more than $12,000 a year in taxes."

His suggestion:

"How about we start by having the nurse in Queens not pay taxes at all? We shouldn't be asking this nurse in Queens to send money to Washington. They should be sending her an apology."

The math behind it: "The bottom half of income earners in this country pay only 3% of the taxes."

He added the US already has "the most progressive tax system in the world. The top 1% of taxpayers pay 40% of all the tax revenue."

[Geiger Capital @Geiger_Capital]

Jeff Bezos on NYC spending:

"If we ran Amazon the way New York City runs their school system, packages would take 6 weeks to arrive, we would charge you a $100 delivery fee and when the package did finally arrive, it would have the wrong item in it."

[Elon Musk @elonmusk]

Read this book and give it to all your friends.

Survival of civilization depends on it!

[U.S. Department of Energy @ENERGY]

https://t.co/KFhg77nHcq

[Heisenberg @Mr_Derivatives]

Treason in China: Death.

Treason in United States: 4 years. 3 if good behavior.

🤷‍♂️

[Stock Talk @stocktalkweekly]

Wow… I hit a major milestone today…

Since I began sharing my full portfolio transparently at the start of 2024 (all weightings, entries & exits) total return on the WHOLE PORTFOLIO just crossed +3,000%

+3,123.41% vs. +53.86% for S&P-500

29 positions, no OTC, no meme stocks

[J.C. Parets @JC_ParetsX]

Buffett reminding the kids that rich adults know gambling is for the stupid. So they rebranded as “prediction markets.” The whole business model is betting you're too stupid to figure that out.

[Vala Afshar @ValaAfshar]

To offend a strong man, tell him a lie. To offend a weak man, tell him the truth.

—Marcus Aurelius

[Aakash Gupta @aakashgupta]

What's eating her cornea is Acanthamoeba, a free-living amoeba that lives in tap water on every inhabited continent.

The mechanism is what makes it a nightmare. Acanthamoeba latches onto the corneal epithelium, then burrows into the stroma and digests it one layer at a time. When drops or the immune response turn the environment hostile, it encysts. The cyst wall is nearly chemical-proof. Every time a cyst breaks dormancy, the active amoeba resumes feeding, and the treatment clock resets.

Standard regimen is hourly antiseptic drops for 6 to 12 months. Published cases run 14. Pain is the clinical signature, described as out of proportion to visible damage because Acanthamoeba inflames the corneal nerves directly. Many patients stay on trigeminal nerve-pain medication for life after the infection clears.

If drops fail, the next step is therapeutic penetrating keratoplasty. A cornea transplant. Recurrence at the graft-host junction runs 10 to 41%, so patients often cycle through two or three grafts. A documented fraction eventually asks for enucleation because the nerve pain is worse than losing the eye.

Now the part the "Dominican water" framing buries. Chicago-area tap water has tested positive for a highly virulent Acanthamoeba strain linked to a regional spike in AK cases. CDC prevention guidance is identical for Los Angeles and Santo Domingo: never shower in contacts, never rinse a case with tap water, never swim in them, never wear them overnight. About 45 million Americans wear contacts. 99% admit at least one hygiene risk behavior. In a CDC-reviewed Iowa cohort, 17.5% of AK cases reported showering in lenses and 12.7% had rinsed cases with tap water.

Initial misdiagnosis happens in 75 to 90% of cases because AK mimics herpes, fungal, and bacterial keratitis. Average interval from first symptom to diagnosis in that Iowa cohort was 1.2 months. 41% of those patients were legally blind in the affected eye before the right diagnosis landed.

The risk she took is one 45 million Americans take in their own showers every week.

[Nayib Bukele @nayibbukele]

The “alleged gang members” in question:

[SpaceX @SpaceX]

SpaceXAI and @cursor_ai are now working closely together to create the world’s best coding and knowledge work AI.

The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s most useful models.

Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together.

[Palantir @PalantirTech]

Palantir Warp Speed is accelerating.

This project exists to put the power of AI in the hands of the worker to resurrect our American Industrial Base.

We are seeking ambitious, talented, and patriotic engineers who are willing to solve consequential problems at the edge.

[OSINTtechnical @Osinttechnical]

Earlier today, a convoy of 4 cruise ships ran the Strait of Hormuz at full speed, sailing under fire through the Iranian-declared minefield.

[Ryan Brown @RyanBdoesntweet]

@KingHeupel 🤣

[Peachy Keenan @KeenanPeachy]

I was at Disney when the Land launched. In fact, I personally wrote a lot of the copy for the Star Wars Land rides and the Star Wars hotel in the marketing materials and for the website.

When I say there was crushing disappointment, almost a feeling of betrayal that the whole thing was on the new IP and not the original IP, I am not exaggerating.

Disney made the decision to invest this money in order to support the new trilogy, which they thought would erase the old one in the minds of fans. The level of hubris around this is one for the business industry history books.

Bob Chapek, who was head of Parks at the time (since fired in disgrace), was in charge of greenlighting all creative in Star Wars Land. He killed things like a lifesize Bantha ride where guests would ride around the land on top of a Bantha. He killed the live show at the cantina. And most importantly, he gave the land its own lame subplot where you had to use your phone to scan kiosks and get some code messages deciphered so you were "part of the Resistance," but it had no payoff.

Then reality struck: they made a trilogy that destroyed the OG characters. They elevated an insufferably annoying mary sue girl boss, added a pathetic loser son of Han, a divorced Leia and Han, a disillusioned and bitter Luke, and then killed Luke, Han, and Leia.

Result: JJ Abrams' career was finished as a filmmaker. Rian Johnson was wrecked. Kathleen Kennedy is finally out as head of Lucas. Chapek out. Disney movies are garbage. The greatest entertainment IP ever created was lit on fire to appease the egos of the geniuses who bought it and thought they could outdo the original genius.

And now it's too late. No one cares that Darth will be walking around again to John Williams score. The new Leia face character looks like Brenda from HR.

By the way, Tomorrowland already HAD Stormtrooper) (the original ones, not the new fat ones_, Jedis, and Darth in a wonderful live show for years. My kids all took part in light saber battles against Darth Vader many times. It was hilarious and thrilling. Killed in favor of the new slop.

Absolutely over.

[Neil Sethi @neilksethi]

Citadel's Rubner:

Positioning has reset, volatility has compressed, and flows are re-engaging, marking a meaningful shift in the underlying market backdrop.

As we move into the heart of earnings season, focus is shifting back toward fundamentals, with a more idiosyncratic, stock-driven environment beginning to take hold.

At the same time, a supply and demand imbalance is emerging as non-economic strategies re-lever, institutional investors add risk, retail re-engages following tax season, and corporates re-enter the buyback window.

Institutional option flows turned more constructive toward the end of last week and have strengthened further to start this week, with these past two sessions currently on pace for the largest weekly buy skew on our platform since October 2024.

Positioning is also extending further out the curve, with increased upside buying across June and September expiries – particularly in single names – marking a notable shift away from the more tactical, short-dated activity seen throughout March.