Egan

Markets and Analytics Consultant, Philosopher, Artist, MBA; Proletariat, Capitalist, Buddhist; Data Engineer, Developer

[Egan @egannow]

"We just do this to keep our skills up for consulting jobs" 🤣🤣

[Egan @egannow]

https://t.co/xXCrEzh2M0

[Egan @egannow]

@vercinyc 💯🔥

[Egan @egannow]

Romantic perspective.

[Rebecca 📖 @Avonleebythesea]

“Anybody can look at a pretty girl and see a pretty girl. An artist can look at a pretty girl and see the old woman she will become. A better artist can look at an old woman and see the pretty girl she used to be. But a great artist—a master—can look at an old woman, portray her exactly as she is…and force the viewer to see the pretty girl she used to be…and more than that, he can make anyone with the sensitivity of an armadillo, or even you, see that this lovely young girl is still alive, not old and ugly at all, but simply prisoned inside her ruined body. He can make you feel the quiet, endless tragedy that there was never a girl born who ever grew older than eighteen in her heart…no matter what the merciless hours have done to her.
Look at her.”
~From Robert Heinlein’s ‘Stranger in a Strange Land’

[Egan @egannow]

@DavidDack 160 days and counting!

[Wall Street Apes @WallStreetApes]

Erin Brockovich has launched a website and has begun tracking all data centers in America and logging resident complaints

In just 1 week it’s already logged 1,690 resident complaints

For this who don’t remember

Erin Brockovich was the paralegal responsible for winning out a case against PG&E, Hinckley in California, because their wastewater runoff was seeping into rural areas and creating a lot of health issues for, for the surrounding neighborhoods

That case brought in a $333 million settlement that went to the families affected by the situation because a lot of them either had staggering medical bills due to their tap water was no longer safe

So why is this important, well residents all over America are reporting their tap water and river water is being heavily polluted by data centers

Her map of data centers is new, she just launched it

The website features an interactive US map showing operational, under-construction, and proposed AI data centers, overlaid with community-reported complaints

Residents can submit reports with details, photos, and locations. Within days of launch, it received a surge of submissions over 1,600 in the first week, and reports of 1,800+ from 47 states shortly after

Common Resident Complaints Being Logged

- Water usage
- Raising utility bills for residents
- Noise pollution: Constant 24/7 humming from fans, generators, and cooling systems disrupting sleep, daily life, and wildlife.
- E-waste from frequent hardware upgrades, pollution including PFAS concerns

[Egan @egannow]

@DavidDack Inability to understand non-runners anymore, or explain it, or get in your steps comments. How many steps in a mile?

[Egan @egannow]

@tuuu28283 Samurai

[Egan @egannow]

@tuuu28283 I like to art if using chopsticks. Great mental trial for an American.

[Egan @egannow]

@thebeautyofsaas I think everyone has their own "gym" and this goes deeper.

[Egan @egannow]

@BellaBaddie__ Everyone must begin as a beginner.

[Egan @egannow]

@tuuu28283 Excuse me sir, then brother would be fine.

[Egan @egannow]

@OrevaZSN FR

[Egan @egannow]

@The_King_Trout Preach

[Egan @egannow]

@omgsidewalks RE and Banks ... CLOs etc mostly.

[Candace Owens @RealCandaceO]

When Dave Chappelle did a skit mocking me during BLM, I responded that I was flattered that he even knew my name.
When South Park did an episode mocking Charlie Kirk, he played it on repeat on his show.
Were Charlie alive and the subject of the Druski skit, he would have laughed.

Whether regarding Jimmy Kimmel, South Park, Chappelle or otherwise— any person attempting to criminalize jokes is the enemy of free speech.

Not one inch.

[Egan @egannow]

@ick_real Best ever

[Egan @egannow]

In this cruel spring, accurate equity benchmarks and custom peer groups aren’t optional — they’re survival.
→ Tech deck: https://t.co/xQ6RJvN484
→ Life Sciences deck: https://t.co/u4tldu0Plh
Biotech/Tech Combo: https://t.co/wnBItYy6Jn

Custom Peer ASC 718 / 409A models available.

DM or email [email protected]

What’s one equity metric you wish you had for your next board meeting right now?

[Egan @egannow]

“April is the cruelest month…”
T.S. Eliot warned us.

AI is turning April into the month of reckoning — mixing memory and desire while quietly betraying every assumed corporate moat like Brutus on the Ides.

Talent retention models, sticky revenue streams, and terminal value assumptions are being exposed in real time.

[Egan @egannow]

We’ve stress-tested this exact dynamic over five years.
Our Tech, Life Sciences, and Capital Goods reports show how ownership reserves balloon pre-IPO for talent wars… then moderate post-IPO as liquidity changes everything.

Perfect reality check for 409A, retention planning, and moat defense.

[Egan @egannow]

@signulll I used it for Julia specifically, very helpful but you need to mind it closely like all LLM.