pnut no cap

#pnut maxi | #crypto enthusiast | 💎 🙌| 🐿️🥜

[pnut no cap @pnut_no_cap]

+9 $pnut holders since last post #pnut PNUT

[pnut no cap @pnut_no_cap]

@alanaevansxxx @MissLeanaLee @wynrosei What she is telling you is obvious, if you think what happened to kids is bad. You have no idea how bad what they did to adults during covid was. Lol you should read more.

[Peter Girnus 🦅 @gothburz]

I am a senior vice president at a $68.7 billion gaming company.

Activision-Blizzard.

We have a 30-year-old franchise.

Warcraft.

Millions of players. A subscription model that prints $15 a month per user. A cash shop on top of the subscription. Paid expansions on top of the cash shop.

Our former creative director just told the press he wishes we hadn't called it "Warcraft."

He said the name sounds intimidating.

He helped create the name.

We ran focus groups. The focus groups said the brand needed to be "more approachable." We asked the focus groups if they played the game. They did not. We took their advice anyway.

Our VP told an interviewer we want players to experience "weddings, raids, and new adventures." She listed weddings first. Before raids. In a game called Warcraft. Nobody in the room flinched.

She also said "No one thinks the same about Warhammer."

She compared our franchise unfavorably to a competitor. On the record. As a defense of the franchise.

The forums are on fire. Twenty-year veterans are writing goodbye posts. One thread is titled "Think I'm done with WoW." Another calls our pre-patch a "player purge."

We called our GDKP raiders "delusional."

We timed a cash shop bundle to launch during the Trading Post anniversary -- the one event where players earn free cosmetics. We offered 200 discounted items but kept the monthly currency cap at 1,000. The math doesn't work unless you open your wallet.

The community noticed. We described their concerns as "feedback we're monitoring."

We are always monitoring. We have never once changed course because of monitoring.

The players say we're "Disneyfying" the game. Turning gritty into cute. War into weddings. Orcs into mascots.

They're not wrong.

The data says approachable properties have wider TAM. Total addressable market. That's the metric now. Not "subscribers who love the game." Not "community that built this franchise." TAM.

TAM doesn't post on forums. TAM doesn't write goodbye letters. TAM doesn't have 20 years of muscle memory and lore knowledge and raid nights that turned into real friendships.

TAM is a number in a slide deck that makes a board feel comfortable.

We added player housing. Players have asked for it since 2004. We launched it in 2026. Twenty-two years. We described this as "listening to our community."

We are very good at listening. Eventually. When the feature aligns with a monetization roadmap.

Here is what I know and cannot say in a meeting:

The name was never the problem. The name built this. The name survived server crashes and subscription drops and an activision merger and a harassment scandal and a $68.7 billion acquisition.

The name is "Warcraft" and for 30 years nobody was confused about what it meant.

The problem is not that new players find the name intimidating.

The problem is that old players are starting to find us unrecognizable.

And we don't have a focus group for that.

[pnut no cap @pnut_no_cap]

@gothburz Please dont fuck up @Diablo with woke nonsense.

[pnut no cap @pnut_no_cap]

@Acyn Drugs have killed more Americans than any bomb. What classified a WMD?

[pnut no cap @pnut_no_cap]

@WSJ @WSJopinion Trump: I stole the shit nigga, what?

[pnut no cap @pnut_no_cap]

@cryptorover Bc it sucks

[pnut no cap @pnut_no_cap]

@WSJ So brave so stunning.

[Cassandra Unchained @michaeljburry]

Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era.

Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful lives of compute equipment.

Yet this is exactly what all the hyperscalers have done. By my estimates they will understate depreciation by $176 billion 2026-2028.

By 2028, ORCL will overstate earnings 26.9%, META by 20.8%, etc. But it gets worse. More detail coming November 25th. Stay tuned.

[pnut no cap @pnut_no_cap]

@jimcramer You're a chatbot. A bad one.

[Stocktwits @Stocktwits]

BREAKING: The Big Short is back…

Michael Burry’s 13F shows he’s betting heavily against AI favorites

66% of his entire portfolio is in $PLTR puts, and another 13.5% is in Nvidia $NVDA puts

That’s nearly 80% of Scion Asset Management betting against two of the biggest names in AI 👀

[pnut no cap @pnut_no_cap]

@_kbarnhardt @powderedcheeto @HVKingz @WallStreetApes We all know Google is yhe prime source of human knowledge in the post covid era.

[pnut no cap @pnut_no_cap]

@barkmeta Where'd you buy that tractor 🚜WWII?

[pnut no cap @pnut_no_cap]

@HVKingz @_kbarnhardt @WallStreetApes I agree, they will go up. Stores can write off over abundance as loss and donate it. Anyone who thinks they have to lower prices is crazy.

[pnut no cap @pnut_no_cap]

@_kbarnhardt @HVKingz @WallStreetApes No they dont. They write it off as "scratch" its a tax benefit to corporations and passes zero savings to consumers. Tell us you k ow nothing about groceries.

[pnut no cap @pnut_no_cap]

@_kbarnhardt @powderedcheeto @HVKingz @WallStreetApes Yeah when people aren't buying shit and stores are getting looted prices go down. Hilarious take. And you used Google too? Lol

[pnut no cap @pnut_no_cap]

@WallStreetApes This will drive food prices higher due to loss.

[pnut no cap @pnut_no_cap]

@elonmusk Its less 3% according to @grok

[pnut no cap @pnut_no_cap]

@AmericaPapaBear What will you retards do when data centers are in space powered by solar 24/7?

[pnut no cap @pnut_no_cap]

@AmericaPapaBear Robots cant do that... Yet. This is the most dumb shit ever.

[pnut no cap @pnut_no_cap]

@nicksortor NiGOTIATEr.