Tony

[Tony @Tony_Walnuts_]

@conorsen @LPDonovan It’ll be interesting to see how Romney Dems react to a potential AOC ‘28 or any moves in ‘26. Maybe lower turnout than typical in ‘26?

Very fickle base to have as the GOP knows

[Tony @Tony_Walnuts_]

@TheRealCruzOx Guy spent more time blaming Ruggs’ friends than expressing any sympathy for him cooking a woman and her dog alive.

[Tony @Tony_Walnuts_]

@conorsen That crowd is represented by mostly Ivy and Big 10 / SEC schools these days

[Tony @Tony_Walnuts_]

@conorsen @MattZeitlin The massive lines at new places (coffee shops, bagel places) in NYC is a growing trend. Katz lines have doubled, pizza places now always steady lines.

Everyone goes to a few places now

[Tony @Tony_Walnuts_]

@conorsen The ICE stuff is not front and center to the normie, but they’re afraid of AI.

[Tony @Tony_Walnuts_]

@conorsen Feel like there’s a growing consensus of casual NBA fans that think he’s bad for product, but seems good for bottom line?

[Tony @Tony_Walnuts_]

@conorsen @tolstoybb Total wild card how Trump reacts to a China OEM / US OEM JV. If there’s US manufacturing and it’s US branded maybe he doesn’t care?

[Tony @Tony_Walnuts_]

@PSchrags @OmahaProd @gregolsen88 @LukeKuechly @Jonathanstewar1 Greg Olsen Sr, knowingly gave Wayne Hills student steroids, covered up his sons involvement in a brutal beating os a rival HS student and his subsequent DUI. Real
Stand up guy.

[Tony @Tony_Walnuts_]

@Goat_Latia The program simply is not good. Miracle wins aren’t going to fix it. He’s right to gloat about it being in a bad place

[Tony @Tony_Walnuts_]

@joecorona_real Time to have the convo on DeBoer.

College football is now NFL lite. Who are the best HCs there? Mcvay, Ben Johnson, Liam Coen, Shanahan. Scheme coaches on offense that call plays.

DeBoer is simply not that. Not about developing and growing a program anymore.

[Tony @Tony_Walnuts_]

@QBsMVP Mcvay is anti Nick Saban. Sucks so bad against former assistants

[Tony @Tony_Walnuts_]

@conorsen @mikesimonsen If you aren’t top 10 percentile income in a Southeastern metro you should not be taking ski trips if you have a family.

[Tony @Tony_Walnuts_]

@BurnerLJohnson A soulless corporate slop venue, but we’ll take it

[Tony @Tony_Walnuts_]

@SeanTrende The NFL scheduling is built to avoid dynasties. 4th place division teams play 3 other 4th place teams (1st play 3 other 1sts).

Downfall for both this year, and benefit for Pats / Bears

[Tony @Tony_Walnuts_]

@CFBNerds Should’ve also run longer run plays to get to the two minute. You only needed a few more seconds to get to 1:20 left…..

[Tony @Tony_Walnuts_]

@conorsen @mattmvinson That as well as long in the tooth sponsor assets having to hit the IPO market in ‘26, and there’s going to be a point of saturation at some point.

Pretty bearish on sponsor exits heading into the end of the decade. Going to be challenging for them.

[Tony @Tony_Walnuts_]

@conorsen Even this era of lib feels ancient.

Show depicts young adults, who now have teenagers who think their parents tattoos and converse sneakers are very cringe.

[Tony @Tony_Walnuts_]

@Clam_Fan @TheRealCruzOx He killed someone and should be in jail for life.

[Tony @Tony_Walnuts_]

@CFPMidwestGuy @HighyieldHarry Zero exits, no carry, won’t be able to raise another fund, under political pressure.

Not the place to be anymore.

[Tony @Tony_Walnuts_]

@conorsen MS, AL, LA, but not GA is rather surprising