Dessert

[NoSoup4U @NotBCon]

@robertjfclarke If @Apple just made a band with all these sensors and no screen and like two weeks of battery life, they would ship literally a trillion units. Everyone has a phone, not everyone wants a second screen.

[Nick Timiraos @NickTimiraos]

Stanley Druckenmiller renders an unfavorable opinion of Treasury Secretary Scott Bessent's use of buybacks to defend against higher yields in a market that is functioning normally.

"I have spent five decades trading on a simple premise: Markets aggregate information no committee possesses, and prices are how that information reaches decision makers. The long-term Treasury yield is the most important price in the world. It is also the only fiscal disciplinarian the U.S. has left."

"Every basis point of artificial yield suppression is a subsidy to procrastination."

"Return buybacks to their stated purpose: small, scheduled, off-the-run liquidity operations announced at quarterly refundings, never off-cycle responses to yield levels. Term out the debt honestly and pay the price the market sets."

"If the 30-year must trade at 5.5% to clear, that isn’t a crisis. It is an invoice. Then do the only thing that durably lowers long-term yields: address the primary deficit."

https://t.co/Xe8Vi38WiI

[Dividend Hero @HeroDividend]

Everyone is a genius in a bull market

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

Switzerland is one of the best equity markets, with a 100-year track record.

No Big Tech. No oil. No coastline. No empire. Not even a president.

When comparing apples to apples (i.e., the weak USD and strong CHF), it even outperforms the S&P 500 over this period.

Every Swiss company starts the year at -2% due to having the world’s strongest currency.

Yet, alongside Germany and Austria, you’ll find a country with the most “hidden champions” (small market leaders) and all the reasons and qualities that explain why Swiss people, alongside the Japanese, have the longest life expectancy.

Read my trilogy, now available!

[CNBC @CNBC]

Intel begins production of most-advanced chip, inching closer to possible Apple deal https://t.co/C0qiP5gMTm

[Bloomberg @business]

Intel shares surge more than 9% in premarket trading after Trump said the chipmaker will work alongside Apple to design and produce semiconductors domestically https://t.co/6yyj12vyVo

[Ian Cassel @iancassel]

I may love a company today, but there is only a 10% chance I will love it in 24-months. This is further proof you shouldn’t talk openly about your positions unless you are strong enough to change your mind in front of the crowd. The more defending you do, the more you anchor yourself to yesterday’s conviction. https://t.co/PoFEYFTj4h

[Bernardo Faria @BernardoFariaJJ]

The easiest way to get hurt in Jiu-Jitsu… is something I still see all the time.

It looks simple. It happens fast. And it can cause serious damage if you don’t understand the risk.

In this video, I talk about one of the most dangerous situations in training — please be careful with your training partners and make sure you’re not making this mistake.

#jiujitsu #bjj #bjjtips #grappling #bjjtraining

[Freyy @Freyy_is]

dear apple, the iPod needs to come back. not for nostalgia. for the parents who want their kids to love music and audiobooks without a browser, social media, and the whole internet attached to it

[Hims House @himshouse]

🚨 BREAKING: AMAZON PHARMACY TO START SELLING NOVO NORDISK'S WEGOVY PILL

- $25/mo on insurance plans
- $149/mo cash-pay option
- free shipping to all 50 states, same-day delivery available to ~half of customers

$HIMS $NVO $LLY $AMZN

[Oguz Erkan @oguzerkan]

Ro Health CEO says there is a tremendous demand for $NVO oral Wegovy.

$NVO prepared well for the launch, and they have a good chance of dominating the market before $LLY launches Orforglipron.

Stock? Still at 15x earnings...

What else does it need to break out?

[StockMarket.News @_Investinq]

One of the best investing clips you’ll ever watch.

Seth Klarman, the value investing legend behind Baupost.

He almost never does interviews but he did this one.

Watch it before bed tonight.

[Polymarket Money @PolymarketMoney]

$CSCO Q1 EARNINGS UPDATE

• Revenue $14.9B vs. Est. $14.8B
• EPS $1.00 vs. Est. $0.98
• Networking: $7.8B -- up 15% YoY

FY26 Guidance
• Revenue $60.6B vs. Est. $59.5B
• EPS $4.11 vs. Est. $4.03

CEO: We had a solid start to fiscal 2026, and Cisco is on track to deliver our strongest year yet.

[Dessert @here_nor_there1]

Interactive Brokers https://t.co/klWn8Y0ZeG

Dear IBKR,

Why do I keep getting this error in the app? It pops up when I try to see the news item marked yellow in the screenshot. This has been happening for the last couple of days. Thanks for an otherwise great app!

[Anthony Sardain @sardain]

@heyricharnold Also whether or not a given google maps search gets saved in “past searches” appears to be entirely random.

[BuccoCapital Bloke @buccocapital]

Matt Levine on the AMD x OpenAI deal

[anand iyer @ai]

“This feels like 1999 again.”

No, it doesn’t. And I was there (here).

I joined Cisco in January 2000 as a co-op, then full-time in May 2001. At the time, Cisco was the hottest infra company on the planet, riding the wave of the dot-com boom.

But by the time I started full-time, the crash had already begun. A month in, my manager was laid off. The party was over. Entire industries vanished.

Here’s what actually happened:

1. The users weren’t ready.
Most people were on dial-up. Mobile didn’t exist. E-commerce logistics were immature or non-existent. Everyone had ideas, but the end user wasn’t there.

2. Capital vanished.
The IPO window shut. Venture funding dried up. Startups that depended on future growth couldn’t raise and died fast.

3. Metrics were fake.
Companies like Kozmo, Webvan, https://t.co/G88Rs4MaDI burned cash chasing usage that never converted. Things like CAC/LTV wasn't common enough vernacular.

4. Infra got overbuilt.
Telcos like Global Crossing and WorldCom spent billions on fiber and data centers. The demand never showed up. Cisco’s customers disappeared, not because they lost but because their customers died.

5. Business models were broken.
Most dot-coms were never real businesses. They scaled early and hoped revenue would catch up. It didn’t.

Now look at today.

OpenAI, Meta, Google, xAI, Microsoft are all scrambling to keep up. Jensen put it plainly (h/t @BG2Pod)

“Every hyperscaler has realized they dramatically underbuilt.”
“Every forecast we’ve seen has been too low.”
“We’re not building for speculation. We’re building for active workloads.”

So no. This isn’t 1999.
This isn’t https://t.co/G88Rs4MaDI IPOing on vibes.
We are not in a hype cycle.
We are in a compute bottleneck.

[𝐂𝐨𝐫𝐚𝐥 @homemakinghunny]

Apple needs to bring back IPods. Kids should be able to listen to music and audiobooks without having a cell phone or a device that is also a screen for playing games, texting, using the internet. Let kids be kids!

[Dessert @here_nor_there1]

Wees de droogte voor door water vast te houden . https://t.co/iLSs0ncZRd #FD #Milieu #Klimaat

[FoundMyFitness Clips @fmfclips]

Think of lifelong exercise as prehabilitation: preparing your body to fight disease before it even appears

Even if exercise doesn’t prevent cancer entirely, it can make the disease less aggressive, delay its onset, and improve survival outcomes

Staying fit isn’t just about avoiding illness—it’s about being ready for whatever comes

And with most Americans developing at least one chronic disease in their lifetime—many facing multiple—building that resilience is more important than ever