Man this guy @ryancohen is hilarious! I love him selling stuff on eBay to fund his planned purchase of $EBAY but they suspended him. I think he might have been short anyway. He has detractors but is smart enough to get a comp deal from a board that doesn't understand EV!!
@JC_ParetsX Our local ice cream place now charges $9.70 (cash) for a small cone (it is a waffle cone). We view it as a rare treat anyway for health reasons but now if you take your family there it's at least $50 and can be more like $75 if your kids trade up to a large or a sundae.
@AlderLaneEggs@howardlutnick@CorySwan@SecScottBessent Are we ever going to care about ethics and integrity again? If you watch clips from decades ago legislators did not want to legalize betting platforms like Kalshi saying that betting on death or war is "just wrong." Lack of integrity should be disqualifying but it's not.
We've got some fresh meat to digest with the Cerebras $CBAS IPO kicking off. Some interesting angles there. I was a bit surprised at how aggressively they positioned $NVDA CUDA as not being that relevant anymore. I agree with the abstraction layer but there's more to it.
@theallinpod This is a big deal. It confirmed something we all "know" and points to a direction to finally address it. So glad David is involved at the highest levels to get this "boring" stuff (that is killing us) addressed.
@Molson_Hart Don't worry, the states that make it hard will just fuel the rise of states that make it easy. Maybe PA will step up? NJ already is the datacenter home for all of NYC. Some of the people in charge don't understand networking. Getting harder to be a dumbass these days...
It's coming in at the low range in terms of funds raised but this time @BillAckman is going to be successful! I'm a buyer of the fund and we'll see about the management firm - https://t.co/SLeGFXAtov $PSUS
@JC_ParetsX It reminds me of a great segment Colbert used to do on the Daily Show where he went to congressional districts and did interviews. The stupidity of many of our "representatives" is profoundly stunning. How is being a dumbass sustainable?
@HedgeyeDJ Bad idea. Add to industrials - look at BKR and SLB. Plus things like industrial materials. You guys would be great in the phosphate and acid names - lean into where you already have strong coverage with energy and industrials and put more resources there. My 2c.
Remember all the hype with the $LINE cold storage IPO where it traded at $80. Over a year later the stock is now $35 and not yet cheap. Today we have $MAIR which should trade closer to $20 but they hyped the crap out of it and it's $32. Don't be a sucker - https://t.co/khXLuFgCZD
@pmarca I don’t understand why this is still be discussed? If you talk about doing something for years and never do it and just keep coming back and saying you’re serious this time but need more money but never show any progress the whole thing should just go away. Move on.