jeff's table

[CJ Fogler 🫡 @cjzero]

Luka: "yeah, who's crying motherf***er"

[Shea Serrano @SheaSerrano]

when someone is at my house for longer than ten minutes

[pablo escobarner (blue check) @PabloEscoburner]

“You mothafuckaaaa!!! You can’t fucking guard ME!!!” 😭😭😭

Historic NBA moment. Real hoops. Real negativity is back.

[jeff's table @jeffs__table]

@instagrammer96 Good to have u back king

[jeff's table @jeffs__table]

@AdamC11 Back 9 on the outside of the course was brutal for me. Really gd course, crazy its like in the middle of downtown SF

[jeff's table @jeffs__table]

@giaset @KlimaDAO @Stepnofficial Ok hot guy

[Fabricated Knowledge @fabknowledge]

SAAR is down 7% - revenue is up 47% - the simple difference is content per car in automotive

[jeff's table @jeffs__table]

King Jensen 🙌 https://t.co/CvS7lR19hR

[jeff's table @jeffs__table]

@AdamC11 🧈

[jeff's table @jeffs__table]

@PtakTestKitchen Who’s more jacked - @VitalikButerin or @ChetHolmgren ? 🤔

[jeff's table @jeffs__table]

Fam 😂

[Kevin Finnerty @timeimmemorial_]

lmao who did this

[Gavin Baker @GavinSBaker]

Semiconductors have outperformed payments by 71% from the markets pre Covid high through last Friday. While also outperforming every other tech sub sector.

Payments are actually down vs. their pre Covid high.

Via PC at GS

[jeff's table @jeffs__table]

@AdamC11 @instagrammer96

[jeff's table @jeffs__table]

@instagrammer96 It’s not good

[jeff's table @jeffs__table]

@FraserUrowland When is max week

[jeff's table @jeffs__table]

@Redfire75369 What about ADI?

[Heavy Moat Investments @stonkmetal]

I recently layed out why I am long $TXN (5% portfolio).
They had their capital management presentation this week laying out the next decade.

Let's dive into it a little 👇 Retweet if you enjoyed

[Fabricated Knowledge @fabknowledge]

Here's a more granular breakout and what they expect their internal vs external percentages are going to be. TXN is in housing more overtime, and I'm encouraged by their smoothness of the capex curve.

[jeff's table @jeffs__table]

@FraserUrowland this is deeper than football bro

[Dov Kleiman @NFL_DovKleiman]

What an amazing moment between Cooper Kupp and Robert Woods