MST Rugby Alum

[MST Rugby Alum @RugbyWing]

Any CEO that allows their CFO to execute buybacks today without a corona virus disruption plan and sufficient cash to
execute that plan should be looking for a new job a year from now. @carlquintanilla @freezerohedge

[MST Rugby Alum @RugbyWing]

@agtrader Vix not going up much as it falls is a giant play small sign for me

[MST Rugby Alum @RugbyWing]

@agtrader I tried to buy the dip last night but got scared by some of the random 20 point drops so dropped my es 6370s for barely more than I paid for them.

[MST Rugby Alum @RugbyWing]

@SawyerMerritt I am left with 2 choices-
1 only compute today matters
2 google is willing to overpay for the period they will be selling their space x shares.

[MST Rugby Alum @RugbyWing]

@SawyerMerritt This deal makes no sense to me an engineer who plays in finance. At its simplest terms google is paying 920 million a month for use of 110,000 GPUs. So 8.3k a months and doing it for at least 6 months. Even at 40k per chip this would pay for their entire cost.

[MST Rugby Alum @RugbyWing]

@ChaseDaniel @AdamSchefter @RapSheet @TomPelissero I need to see how this works from a cap perspective. They had so many void years and had converted everything to bonuses. Curious the dead cap for the Browns and his cap for the Rams.

[MST Rugby Alum @RugbyWing]

End of month positioning is especially dumb today. Looking at you MU.

[MST Rugby Alum @RugbyWing]

@AuclairsDad My two are waiting, or watching a rabbit

[MST Rugby Alum @RugbyWing]

@AuclairsDad What is your thought here? I know you like them for robotics but the next month will be massively swung by the spacex ipo. Or do you like them for spacex? (Nice call on the quantum stuff)

[MST Rugby Alum @RugbyWing]

@AuclairsDad ugg that is no good

[MST Rugby Alum @RugbyWing]

@AuclairsDad does he work?

[MST Rugby Alum @RugbyWing]

@AuclairsDad look at crude running up into its close

[MST Rugby Alum @RugbyWing]

@AuclairsDad The other thing I thought of this morning on the drive in is that Trump won't end the cease fire until he is back home.

[MST Rugby Alum @RugbyWing]

@AuclairsDad visit

[MST Rugby Alum @RugbyWing]

@AuclairsDad Do you think we get at least some form of rare earth metals release from China during trumps vidi?

[MST Rugby Alum @RugbyWing]

@AuclairsDad lol and I hadn't bookmarked any of yours most were from 2024.

[MST Rugby Alum @RugbyWing]

@AuclairsDad I went through all of my bookmarks and most were misclicks from my phone.

[MST Rugby Alum @RugbyWing]

@unusual_whales https://t.co/ykujE4PSbb

[MST Rugby Alum @RugbyWing]

@QuintonLucasKC Maybe if the greedy hunts weren't planning to move this team to Kansas also the arena would try harder. The schools will need a place to graduate in 5 years will the Mavericks still be in Missouri then?

[MST Rugby Alum @RugbyWing]

@AuclairsDad Not a huge AI bull but the good chips just started shipping and the GW scale AI data centers using them are still being built.

[MST Rugby Alum @RugbyWing]

@minakimes He made this post before our defensive back coach got arrested.