And yet the French have a decent rail system, paid family leave, paid sick leave, a social safety net, 99% literacy, a younger retirement age, higher life expectancy, and so on
Bryan Cranston says performing is the only drug he's ever needed
"I've never done cocaine in my life"
Host: "Me neither"
"Be honest, it's just I love storytelling, I love the fact that I can affect emotional change and you're the same thing, it's the same drug that we get from performing"
"You hear the laughter and it's like you get a... you get a thrill and you know you're on and you get hot and you get addicted to it"
"So why and how can you do 114 performances"
"Well you are addicted to that storytelling"
"And there's parts of the play that you really look forward to and parts that you know you're setting up the plot"
My wife: You must be John Mayer ripping one of the greatest Althea performances of all time if you think you can start drinking at 9am and just gamble all day because it’s Father’s Day:
Me:
I'm thinking of selling QQQ so that I'm not forced to buy the SpaceX IPO.
Is there some counterargument I'm missing, for why SpaceX is a good investment at a 2 trillion dollar market cap?
Elon Musk companies destroy capital.
He is a TRULY AWFUL business operator.
Profits and cash flow are ultimately what matters in determining the value of a business in the real world.
Instead Elon Musk produces hopium and lies. For him, the stock price is the product.
Fairly tales and narratives can influence the price of a stock in the short run, but in the long run that is no substitute for higher sales and earnings.
$TSLA $SPCX
I don’t want to be a prisoner-of-the-moment, but I am having a hard time seeing benefits to the US for staying in NATO.
Europe, for centuries you warred with each other. Only post ww2, with the US security envelope, have you experienced peace.
Bases we built to establish a security footprint? The same bases we were recently prevented from using? The same bases we paid to build, maintain, and, staff?
I cannot wait to see how the European single-payor systems hold up when they need to fund their own defense and can no longer draft off of US biotech/pharma innovation.
In case you don't realize what just happened:
MARA sold 15,000 BTC, Bitdeer sold all of its BTC, Riot is selling BTC from treasury to fund data center build-outs, Auradine just rebranded to Velaura AI.
The biggest miners are leaving the game.
Not necessarily because it's broken, but because AI pays more per megawatt.
Think about what this means:
These aren't small players.
They find thousands of blocks and move global hashrate.
When they redirect capital and infrastructure toward AI, that hashrate comes offline.
Unless equivalent hashrate fills the gap, difficulty drops.
And it doesn't seem the the gap will be filled in the near term because the whole reason they're leaving is better margins elsewhere.
Lower difficulty = higher margins for every miner who stays.
And there's a second layer here.
If the Strait of Hormuz stays closed into April, energy prices climb.
Oil-dependent miners get hit hardest.
This might be the best setup small/medium miners with stable PPA's have seen since the 2021 China mining ban.