I make your Internet work

I make sure packets make it to your Hooli phone. Unsniffed. IPOs, 2ndaries, ISOs, RSUs, AMT, IPv6, TCP, and 101. Tech by day investor/econ by night Anon bc job

[I make your Internet work @middle_cloud]

This aged well. $TSLA

[I make your Internet work @middle_cloud]

@elonmusk @GerberKawasaki I first bought $TSLA in 2014. Sold at $350, $500, $1200, the week before the Twitter deal closed, and the last bit on Monday. Seriously - thanks for the great returns, but the veneer is off of Elon. The company is overvalued by every measure.

[The Transcript @TheTranscript_]

$AMZN CEO Andy Jassy says AWS capacity is largely sold out through 2027, with a significant portion of 2028 already committed,

"There's only so much data center and power today. There's only so much memory, and I don't think that shortage ends in 2027. I think that, you know, one of the reasons, coming back to the capital investment, why I think we could invest a lot more and it wouldn't be a bad use of capital is that, you know, 2026 is obviously at this point sold out. 2027 is largely sold out. We always leave a certain amount for on-demand and our inference service, Bedrock or EC2, but largely sold out, all the big chunks. A good chunk of 2028 is sold out. Like, there's so much demand."

[I make your Internet work @middle_cloud]

@devahaz Um, for no particular reason, we should be better friends.

[Isaac Saul @Ike_Saul]

Astonishing.

I've been tracking Trump admin corruption and self-dealing for the last 20 months.

Here are 10 stories (!!!) from just the last three weeks.

Literally. Every single one from October.

[I make your Internet work @middle_cloud]

@swd2 The kids are alright.

[I make your Internet work @middle_cloud]

@BennyStein7450 @Angry_Staffer Don't assume they lost access to the phone after discovering this. Did they continue to have access afterward? They may be sitting on a lot more.

[I make your Internet work @middle_cloud]

@maddenifico TIL: I'm a Bengals fan.

[I make your Internet work @middle_cloud]

@jason_kint $SPCX shareholder couldn't see this coming.
Well, that tracks.

[Sarrah Bellus @sarrah_bellus]

Everyone should see this. Everything trump does in his administration is beginning to make a lot more sense...

[I make your Internet work @middle_cloud]

@thaAdamLittle Shitty territory splits are a killer. This smells of a consulting company that purports to build custom territories, but instead gives digital native reps Cisco’s old maps. I dealt w them years ago. Total BS artists.

[I make your Internet work @middle_cloud]

@FoxNews Apparently murder is legal with a car

[I make your Internet work @middle_cloud]

@devahaz I’m guessing he’s never been to West West Texas.

[I make your Internet work @middle_cloud]

@Tim_Sweeney_TAR Any idea how much of that spend is long dated commitments like the sports sponsorships vs in quarter programs?

[I make your Internet work @middle_cloud]

@devahaz Probably funded by Elon's goons

[I make your Internet work @middle_cloud]

Why would I want to work for a company that laid off 30% of its staff four months ago?

AI native #startups that haven't treated their employees like junk (yet) have a massive market advantage right now.

[Jessica Riedl 🧀 🇺🇦 @JessicaBRiedl]

Regular reminder that, in February, CBO projected that it would take at least 30 years for the 10-year Treasury rate to surpass 4.4%. Seven months later it hit 5%.

That's what happens when a president launches a war, blows up deficits, and then demands to borrow $1.3T more.

[I make your Internet work @middle_cloud]

@devahaz A friend of mine has long argued for more three day weekends, but replace all 4 day weeks with 5 day weeks.

[I make your Internet work @middle_cloud]

@SoFi @marinelli_126 FWIW- I’ll take shared accounts on the path to custodial. This is the one thing holding me back from ditching BofA.

[BuccoCapital Bloke @buccocapital]

At this point, if your perspective on how AI will be adopted by the middle of the curve is based on model performance, you are wildly, wildly off base. Just consider this…we still have human umpires in baseball. The bottleneck ain’t model capability

[John @market_sleuth]

Let me get this straight. ADP job results on Wednesday were 47K forecast & came in under at 38K & the BLS forecast was 55K & came in at 162K. One is a private company & one is the government with 59 days before the midterms. Hmmm 🌝