c walters

Of and for SWVA -stints in NYC, RVA and WM. Tweets and opinions are my own.

[KJ 🐉 KNICKS NBA CHAMPS ‘26 @0214KJ]

The Bear Season 5 is really good.

[Scott Miller @commonwealther]

You have to hear "Mary" as well as so many of Scott’s hits on his double vinyl! It is for sale on the link in his bio. Check it out! You won't regret it.

#TheCollectedWorksOfScottMiller #FarmToVinyl #VinylRecords #CountryMusic #AmericanaMusic

[Mark Cuban @mcuban]

It’s time for everyone to realize that the fight against data centers has nothing to do with data centers.

They have become a proxy for the hate towards AI and the concentration and accumulation of wealth it’s creating.

Until those running the big LLMs understand this and start a community tour, not to explain the benefits of AI, it’s too late for that, but to help towns and cities that may be impacted by job losses (and I’m a believer their will be a net gains in a few years), this battle is only going to get more intense and let me tell you now , no matter how much money you pay to buy politicians and races, you will lose.

One thing I have learned is being hated is not good for business.

How can they help ? They will tell you. You will need to do what they ask. Billions of dollars is a lot of money across towns and city programs. Across the major LLMs, it’s a cost of doing business.

At the same time, I would go to LA and NYC and ask the arts and creative unions what kind of programs would help and protect their artists. DO NOT GO TO THE MUSIC OR FILM COMPANIES. that will make it worse.

Don’t try to pay famous people to endorse what you are doing. That’s dumb.

Talk to artists and ask them what you can do to provide financial and creative support. Every creative I know is TERRIFIED about what AI will do to their profession. You must meet them face to face and basically do what they say.

The big LLMs have lost the PR battle. Why ? Because they all suck at putting people first. They have an SV attitude that makes them all think they are John Galt saving the
world

Given the number of data centers and power that is needed, today and going forward , If you don’t kiss the asses of the people that go to work every day, and are just trying to pay their bills, you will fall far far short of the capacity you need to make your business work.

[Cameron 🇺🇸 🗽🦅 @CameronCorduroy]

>renames it to the Department of War
>names himself the Secretary of War
>fights one war
>loses

[c walters @cwaltva]

@SowingAlphaSeed Why $ BRGOX manager history predate this fund?

[c walters @cwaltva]

Illumin8ti?

[Hunter Biden @HunterBiden]

@Kenneth_Belkin Do I look like I’m a part of the elite oligarch class. This was taken at a super 8 motel off I95 by the way.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

🚨 WHAT IS A "CLIMAX RUN"?

The most dangerous sell signal in stock market history. And the most ignored.

The term comes from William O'Neil, founder of Investor's Business Daily and author of "How to Make Money in Stocks." O'Neil studied over 100 years of stock charts to understand how the greatest winners end.

His finding: they almost always end the same way.

THE DEFINITION
After months or years of a sustained uptrend, the price suddenly accelerates 25–50% in just one or two weeks. The chart goes vertical. Volume explodes. Headlines turn euphoric.

That's not a sign of strength. That's exhaustion.

THE 5 CLASSIC SIGNS
– A long prior advance (months, often years)
– Sudden acceleration of 25–50% in 1–2 weeks
– Weekly range larger than any since the move began
– Price stretched 70–100% above the 200-day moving average
– Stock splits, magazine covers, "this time is different"

THE INTUITION BEHIND IT
A climax run is the moment when the last buyers rush in out of fear of missing out. Smart money bought long ago. Now they're selling to the late buyers. When no one is left who hasn't bought yet, there are no buyers left.

The market doesn't fall because the story is wrong.

It falls because everyone who believes the story is already invested.

THE FAMOUS EXAMPLES
– Cisco 1999: climax run, then -89%
– Qualcomm 1999: climax run, then -88%
– Tesla 2021: climax run, then -73%
– SMCI 2024: climax run, then -85%

O'Neil's advice: "Act like a robot. Take the gains and walk away calmly."

Anyone can execute this signal.

You just have to be willing to leave the party while the music is still loud.

[c walters @cwaltva]

Great point.

[Kevin Amézaga @kevinamezaga]

I will never understand why VA and MD find it so difficult to build bridges over the Potomac and Rappahannock. IMO a severe limit to growth, and for VA a large part of why its eastern peninsulas are dying.

No reason a 90 mile distance should take 2:30-3+ hours.

[c walters @cwaltva]

@hwinkler4real @RealRonHoward Fantastic!

[c walters @cwaltva]

@neilksethi I do wonder how the stats are being skewed with the prevalence of long short tax managed SMA's reaching the mass market

[Jon Gruden @BarstoolGruden]

Look what we got here... it's a box from southwest Virginia!

The Emory & Henry Wasps invented one of the COOLEST shifts in football... even Steve Spurrier used it!

Thank you Coach Hunter and @EmoryHenry_FB for this great box, STINGERS UP!

[The Daily Signal @DailySignal]

Fairfax County Public Schools cut 275 teaching positions and increased class sizes—citing "chronic underfunding."

Then it launched a taxpayer-funded Ph.D. program for administrators already earning over $200,000 per year, including its Chief of Schools ($289,565) and multiple Assistant Superintendents ($228,000+).

The district's superintendent earns $445,353. She called the situation a "crisis."
https://t.co/DQQlPRjYv9

[James Melville 🚜 @JamesMelville]

Switzerland 🇨🇭

Solar panels on train tracks. A hell of a lot more logical than plastering over prime farmland.

[c walters @cwaltva]

@dieworkwear @GreatDismal @GreatDismal of course. Wythevillians are always on the cutting edge of fashion!

[c walters @cwaltva]

@WUTangKids The Mar a lago ?

[c walters @cwaltva]

@nthoendel @rossmeitin @ReganCoda Agreed he is apparently referring to the trailing 4 days. Not 40 years- especially after tax .

[c walters @cwaltva]

@SullyCNBC 🤞

[c walters @cwaltva]

@Restructuring__ Idiot

[c walters @cwaltva]

@ryanweather @grok what is the percipitation and temperature corecast for charlotte nc on Jan 24, 2026?

[c walters @cwaltva]

@grok explain meaning of Tyler Robinson engraved casings and likely political beliefs