Craig DeCesare

Value oriented opportunistic investor. Retired hedge fund consultant. Columbia Business School. Owner of Felicia’s Coffee, Inc.

[Libs of TikTok @libsoftiktok]

Hillary Clinton being a “far-right” extremist: We should not give taxpayer funded healthcare benefits to illegal aliens or encourage illegal immigration

[Elon Musk @elonmusk]

That’s what he said

[zerohedge @zerohedge]

Another day, another all time low: SPCX bonds at 87, YTD 7.7%, trading as a B and fast approaching the BBG Caa high yield average

[Craig DeCesare @cdec22]

@Bubblebathgirl Wow. Did she age terribly

[Nicolas Hulscher, MPH @NicHulscher]

The LARGEST sunscreen-skin cancer study EVER done (n=470,000) found sunscreen users faced dramatically higher risks of ALL major skin cancers:

Invasive melanoma: 292% HIGHER
Melanoma in situ: 258% HIGHER
Basal cell carcinoma: 140% HIGHER
Squamous cell carcinoma: 126% HIGHER

[Craig DeCesare @cdec22]

@WallStreetApes That is crazy. We sell our top quality croissant for $4.99 at the best coffee shop/bakery in Rhode island.

[Craig DeCesare @cdec22]

@Vivek4real_ @ValInv1 lol.

[Craig DeCesare @cdec22]

@MarcoFoster_ Total scum

[Craig DeCesare @cdec22]

@RealAlexJones Bullshit. We have a nearly $1 Trillion defense budget. lol.

[Craig DeCesare @cdec22]

Super Sox 1975!!!

[WEEI @WEEI]

The Red Sox have won 13 games in a row for the first time in 78 years (1948).

They have swept four consecutive series for the first time since 2006.

This magical run continues.

[WEEI @WEEI]

The Red Sox have won 13 games in a row for the first time in 78 years (1948).

They have swept four consecutive series for the first time since 2006.

This magical run continues.

[Craig DeCesare @cdec22]

@EndWokeness @CapitalismWorld A Harvard grad. lol. That used to mean something.

[Craig DeCesare @cdec22]

@StealthQE4 Yes. Winning big. The longer it stays closed the more we win. 🏆 We have ALL the gas and a vast majority of the oil. Moreover, the Middle East is developing multiple alternative paths to export its oil. In 5 years, the Straight will move 6% of the world’s oil, not 20%.

[Benny Johnson @bennyjohnson]

The Audition to Replace Graham Platner Was Like Watching a SNL Skit.

Democrats went all in on Graham Platner in Maine. Covered up horrific allegations until it was clear he had no chance of winning.

So, they forced Platner out and his replacement is an actual dude in a dress.

What do they put in the water in Maine?

[Shruti @heyshrutimishra]

Chinese models are 112x cheaper than Anthropic per million tokens.

Chamath laid it out on CNBC: a "barrel of intelligence" costs $56 from Anthropic, $26 from OpenAI, $1.50 from Meta, $1 from xAI and Google, and $0.50 from Chinese models.

That is not a pricing quirk. That is the steepest commodity curve any technology has run in recorded history.

Oil took 40 years to compress like this. Semiconductors took 20. AI inference is doing it in months.

The companies sitting at $26 and $56 are not stupid. They're buying time… betting that trust, safety, and enterprise contracts hold the premium long enough for costs to catch up.

What they cannot bet on is the timeline.

Because the $0.50 model is not a demo. I've been inside the labs building it.

[Gene Munster @munster_gene]

The college GPA is dead.

My eyes have been opened to how AI is reshaping college learning. Based on a conversation today with 5 Deepwater interns (all rising juniors), here are 7 takeaways.

Bottom line: Employers hiring college grads should flat out ignore the GPA. Actually, they should hire the low GPA student because they likely invested more into strengthening their critical thinking.

1. College isn’t really about learning anymore. AI frees up time for life experiences, friends, working out, the pool, partying, and extracurriculars. It’s about the fun and the experience.

2. The prevailing mindset is simple: You need a degree to get the job, so the goal is getting the degree as easy as possible, maximize the fun, and figure out the rest later.

3. The entire system is built around grades. GPA is everything, and students will do whatever it takes to protect it.

4. Even students who were initially morally opposed to using AI eventually give in, they have to stay competitive with everyone else who is.

5. It doesn’t seem to bother them that most are completely indistinguishable from one another. No one stands out. The reason is grades matter.

6. The majority of their homework, all writing, math, accounting, reading reflections, and summaries, is completed with AI.

7. Cheating on tests in class room is widespread. While most tests are still in-class, on paper, and multiple choice, students in bigger lecture halls (50+ people) quietly pull up an LLM on their phone and snap a photo of the question whenever the professor isn’t looking.

[Craig DeCesare @cdec22]

@Rightanglenews Doesn’t look human. Disgusting

[Craig DeCesare @cdec22]

@IngrahamAngle Sad to watch this young uneducated woman so deranged and wasting a beautiful day.

[Craig DeCesare @cdec22]

@SecRubio @LauraLoomer @GovTimWalz @ICEgov Thank you.

[Nick shirley @nickshirleyy]

🚨 Here is the full 53 minutes of my crew and I exposing New York fraud, we uncovered over $190,000,000 in fraud as these fraudsters use the elderly and needy to commit fraud through adult and personal home care scams in NYC. Your tax dollars are paying for elderly Koreans and Chinese to play ping pong and do tai chi, while the fraudsters give $ kickbacks to those who enroll. Like it and share this video, the fraud must STOP.

We ALL work way too hard and pay too much in taxes for fraudsters to steal from our pockets. These fraudsters have been able to defraud American taxpayers for years without any pushback from the public and politicians. Time is up.

EXPOSE IT ALL AND END THE FRAUD.