Bronco_Stampeder

[Bronco_Stampeder @BStampeder]

@MikeCalcara Hey Mike I really like your page. I’m curious what your strategy is for “dealer add on’s and prepaid maintenance” the dealers push so hard and the public companies even show they make most of their profit from these products. Do you say “no” to all of them? I try to except sometimes cave to prepaid maintenance.

[Bronco_Stampeder @BStampeder]

Own 2 Range Rover’s a 24 and 25. They are among the most capable well built and least fussy vehicles I have ever owned. Comparing it to a wagoneer is foolish. Land Rover has significantly stepped up its quality. I would argue any GM V8 (1 million vehicles) has fared significantly worse and it’s been more brainless to buy one of their products. I have previously owned 3 Escalades and they are much worse overall.

[Bronco_Stampeder @BStampeder]

@MaxxChewning LWB Range Rover is much better. Less space than the extended Escalade though

[Bronco_Stampeder @BStampeder]

@daniel_koss I dont even think this is bad for either of them. theres room for closed and open to both succeed.

[Bronco_Stampeder @BStampeder]

Fable 5 requiring usage credits certainly has an impact on this. OpenAi also really stepped things up.

[Alexander Stahel 🌻 @BurggrabenH]

“Spending on Fable 5, Anthropic’s largest and priciest model, has plateaued at only about 11 per cent of overall outlay on the company’s tools, more than two months after its release, according to spending data from 70,000 companies collected by payments group Ramp.”

@FT

[Bronco_Stampeder @BStampeder]

Trudeau and now Carney arnt your friends. The vast majority of Canadians love America. Especially Albertans. There’s a strange liberal party east coast cohort of angry boomers who are very vocal and very miserable. Carney has made a huge mistake. He looks good to his left wing base for 5 minutes now he’s got a big problem.

[Bronco_Stampeder @BStampeder]

@SUKnives Beta has been pretty fun after a few games. Sweaty guys like this will always exist

[wealthmoose @wealthmoose]

🇨🇦 Canada’s tariff math is getting ugly.

Economist Trevor Tombe estimates 87,000–90,000 Canadian jobs could be at risk if 50% U.S. tariffs remain:

• 52,000 direct jobs
• 35,000 indirect jobs
• Ontario: ~36,000
• Quebec: ~18,000
• B.C.: ~11,000
• Alberta: ~9,000

Unemployment could rise from 6.4% to roughly 6.8%.

Trade wars make great speeches.

The layoffs are much quieter.

👇

[Bronco_Stampeder @BStampeder]

@chelsssseeeea The greatest gift. Congratulations.

[Nikita Bier @nikitabier]

With cancer vaccines now being discovered with AI ($MRNA), it seems that the US government might actually grow its way out of its budget deficit.

It feels like we're in the early innings of the healthcare system becoming unburdened by many terminal illnesses.

[Gary Brecka @thegarybrecka]

Wild-caught fish is not the same as farmed fish and the nutritional difference is significant.

Farmed salmon is fed soy and corn-based feed which produces a completely different fatty acid profile than salmon eating their natural diet of krill and smaller fish.

Wild-caught salmon contains:
- Significantly higher omega-3 to omega-6 ratio
- More astaxanthin from natural krill consumption
- No antibiotics or artificial coloring compounds
- Lower overall contaminant load in most studies

Look for Alaskan sockeye or pink salmon. Check the label. Wild-caught matters.

[Bronco_Stampeder @BStampeder]

@exec_sum California collects $275 billion in taxes every year yet still justifies the need for "more". The wealthy are already leaving in droves terrified this will scale down to millionaires. Terrible Precedent.

[Bronco_Stampeder @BStampeder]

@MelvinInvests Probably there is some room to the upside for the neoclouds like $NBIS and $CRWV but I worry that because of the short term nature of the $SPCX deals they have anchored expectations of revenue per MW too high.

[Bronco_Stampeder @BStampeder]

@internpierre This is normal. Every Tom, Dick and Harry gets a press car these days.

[Trung Phan @TrungTPhan]

Charlie Munger’s three Ls is undefeated

[Bronco_Stampeder @BStampeder]

Not bad I wonder what the Porsche model will look like

[Motor1 @Motor1com]

More picsssss

[Bronco_Stampeder @BStampeder]

@Seanfrank Bingo. Dario can come off as a bit of a brute. A little more chill and the world not ending would help his image.

[Bronco_Stampeder @BStampeder]

$NBIS

[Carmen Li @carmenli]

We’ve seen 15%–30% price increases year-to-date across our A100, H100, H200, and B200 neocloud on-demand indices. Every day, we ingest 170,000+ observations from hundreds of data sources worldwide to provide an independent view of the compute market.

[Dan Tsubouchi @Energy_Tidbits]

Big increase in US #LNG export capacity having a huge impact on HH #NatGas prices.

Yes, HH has dropped from >$5 to $4.49 in past few days with forecasts for warm weather to hit more of the Lower 48.

BUT pre this big US LNG export capacity increase, a warm mid Dec would have sent HH way way lower.

Thx @NOAA

#oott

[Bronco_Stampeder @BStampeder]

@boas_chris