Silverman Stacks

Constantly doing the contango tango.

[Silverman Stacks @SilvermanStacks]

@MidwestHedgie so much of the AI stupidity is that the idiots using it think they accomplished something simply because they get a long response

[Silverman Stacks @SilvermanStacks]

@EnergyCredit1 In America we always have to hit the optimal point on the curve to maximize what we charge people and it has ruined the country

[Silverman Stacks @SilvermanStacks]

@JoeTipton @On3 can't wait for the Vols to shut him down all over again, great add

[Silverman Stacks @SilvermanStacks]

@edzitron Did you listen to the Dwarkesh podcast episode? He sounds like one of the most petulant and easily offended people I've ever heard

[Silverman Stacks @SilvermanStacks]

@NotJ0NRoth Tournament was well watched and quality of the game is higher than it’s been in a long time

This is a bunch of catastrophizing

[Silverman Stacks @SilvermanStacks]

@WellBuiltStyle No volume discount?!!

[Silverman Stacks @SilvermanStacks]

@maizie_star Not you lol

[Silverman Stacks @SilvermanStacks]

@EconomPic @John_Hempton @ActuallyFinance @CliffordAsness @IrvingSwisher @NateGeraci @BullandBaird @cullenroche @Convertbond @realDonaldTrump @choffstein @Me @dopamine_uptake @BoringBiz_ @bennpeifert @Foulke_David @LoganMohtashami @Matt_Wiens @scuttleblurb @kylascan @QuietProsperity @JC_ParetsX @TheStalwart @FinTwitAnons @jclooce @RPSeawright @MikeDonnellyJr @Bonecondor @AdvisorMikeL @LizSimmie @MebFaber @RyanMGavin @Prashanth_Krish @andrew_reed @HighyieldHarry @AdamSinger @JSeyff @AlexPickard @ByrneHobart @syouth1 @HML_Compounder @ferventfinance @colby__donovan @stevehou @falsademanda @friedoystercult @wintermoat @Byte_Sized_Blog Laughable

[Silverman Stacks @SilvermanStacks]

@nicolaiklemke This is always positioned as "labor culture bad!" and not "startup lacked foresight" on the hiring side, oddly enough

[Silverman Stacks @SilvermanStacks]

@PaulKuharskyNFL would it somehow be better for his odds of making the team that he's not with the team at all? i'm confused by your point

[Silverman Stacks @SilvermanStacks]

@MCMCD_ but you like follow libs of tiktok on here (gross) and clearly are conservative, an ally of a party that doesn't believe in expanding these types of benefits

[Silverman Stacks @SilvermanStacks]

@NoFilm_Analysis @FFgoat13 2 rounds overvalued is not exactly the worst pick, cut the hyperbolic shit

[Silverman Stacks @SilvermanStacks]

@gracecamille_ Do tell

[Silverman Stacks @SilvermanStacks]

@BullandBaird I'm a buy and hold investor. I also believe that markets are bound to go up over the long haul.

But I also believe that markets have become extremely arrogant and don't price risk as effectively anymore. The always-looming injection of bailout and stimulus has set this tone.

[Silverman Stacks @SilvermanStacks]

@datkiddRobert Robert every year of your career the biggest question was why was this guy rated 5 stars coming out, let's be real here

[Silverman Stacks @SilvermanStacks]

@edzitron Oracle's presentation of the capex is confusing here. In the table from your first screenshot, the tables are a *prior* 12 months basis, so at EOQ 3Q26, the capex for prior 12 months was $48bn

So, it implies in essence that the 4th quarter of FY26 will be +$2bn over 4Q25

[Silverman Stacks @SilvermanStacks]

@br_betting That's Jimmer Fredette

[Silverman Stacks @SilvermanStacks]

@edzitron oh NOW they care about hallucinations

[Silverman Stacks @SilvermanStacks]

@timburchett You defend pedophiles baby 😙

[Silverman Stacks @SilvermanStacks]

@blader @vonderleyen “We” ?