Sebastian Molina Biz 🔺

Crypto, Ai & Business Enthusiast 💵📈

[Aakash Gupta @aakashgupta]

Panda's food cost on that plate is around $3. They sell it to you for ~$11. If you tried to make it at home you probably spent $15 on ingredients and an hour of your life to lose this race. Here's why the scale math is brutal.

Panda buys boneless chicken thighs at wholesale: around $2/lb, sometimes less on contract. The same cut at your grocery store runs $3-5/lb. You're paying a 2x retail markup before you've turned on the stove.

Then stack the ingredient tax. Orange chicken at home needs cornstarch, soy sauce, rice vinegar, sesame oil, orange juice, brown sugar, garlic, ginger, and frying oil. Each bottle costs $3-8. You use a tablespoon of each and toss the rest a year later. Panda buys these inputs in drums and the per-plate seasoning cost rounds to zero.

Labor is where the comparison breaks. A Panda cook plates 200-300 entrees per shift. Marginal labor is ~90 seconds at ~$18/hr, so about $0.50 of labor per tray. You spent 45 minutes on yours. At any honest hourly rate, the time cost more than the meal.

Panda sells 115 million pounds of orange chicken a year. At that volume, they're functionally a food manufacturer with 2,400 retail outlets. The plate is the last step in a commodities pipeline.

A chain running 90-second wok labor on commodity chicken beats your home kitchen every time. That's the whole business.

[Mesh🇧🇧 @rahsh33m]

I'd pay to see this movie

[Evan @StockMKTNewz]

The Robinhood Platinum card will have a $695 fee and will include

- 5% cash back and a annual $250 DoorDash and a $250 restaurant credit
- 5% cash back on travel and 10% on hotels
- Unlimited lounge access at 1.800 airports, plus global entry/TSA pre check
- Health memberships
- $250 annual auto credit

[Globe Eye News @GlobeEyeNews]

BREAKING:

Dubai, right now.

[Crazy Moments @Crazymoments01]

This Bat is among the largest breeds found in Amazon’s Rainforests and they are at extinction level so they have been placed in the chamber and facility to breed them at rescue their kind.

[Johnny @j00ny369T]

The stage play fails.

[Resell News 💸 @resellnews]

As a result of users flooding metacritic & pushing the game to the #2 spot of all time, sealed copies of Cory In The House have skyrocketed by more than 3000% in the past 2 weeks.

[MessiXtra @MessiXtraHQ]

🚨 BREAKING:

"A casual mention by Lionel Messi about drinking wine with Sprite boosted Coca-Cola share by 4.5%, generating a massive $12.9 billion increase in market value in last 3 days." 🤯🔥

[FearBuck @FearedBuck]

Omi In A Hellcat has been released from prison after serving 3 years in federal prison for operating an illegal IPTV piracy ring that generated $30 million

[Buford “Hoss” Lee, CFP 🇹🇹 @BufordLee146788]

“Alright now hold 9 years worth of his memories hostage so he has to pay our ransom”

[Chris Mowrey @chrisdmowrey]

95% of sales volume was what

[Joshua Kaye @JoshuaDKaye_]

And it worked. This is why, if you’re famous, it’s crucial to work with a conjurer on a regular basis.

[Defense Intelligence @DI313_]

‼️🇺🇸🇨🇳US isn’t just staring at Venezuela.
It’s a full-on push to boot Russia, China, and Iran out of the entire Western Hemisphere.
Right now ~30% of all deployed US warships (including the massive Gerald R. Ford) are here, loaded with 200+ Tomahawks.
Gen. Laura “Razin” Caine just landed in Puerto Rico to kick off Operation Southern Spear with the troops.
Something big is cooking. 👀

[Home of DCU @homeofdcu]

David Ellison, CEO of Paramount, is now partnering with Saudi Arabia, Qatar, and Abu Dhabi himself to try to acquire Warner Bros., prepping a whopping $71B deal package.

(via https://t.co/XmFHVkBpNF)

[Former Congresswoman Marjorie Taylor Greene🇺🇸 @FmrRepMTG]

President Trump just attacked me and lied about me. I haven’t called him at all, but I did send these text messages today. Apparently this is what sent him over the edge.

The Epstein files.

And of course he’s coming after me hard to make an example to scare all the other Republicans before next weeks vote to release the Epstein files.

It’s astonishing really how hard he’s fighting to stop the Epstein files from coming out that he actually goes to this level.

But really most Americans wish he would fight this hard to help the forgotten men and women of America who are fed up with foreign wars and foreign causes, are going broke trying to feed their families, and are losing hope of ever achieving the American dream.

That’s what I voted for.

I have supported President Trump with too much of my precious time, too much of my own money, and fought harder for him even when almost all other Republicans turned their back and denounced him.

But I don’t worship or serve Donald Trump.

I worship God, Jesus is my savior, and I serve my district GA14 and the American people.

I remain the same today as I’ve always been and I will continue to pray this administration will be successful because the American people desperately deserve what they voted for.

For me, I remain America First and America Only!!!
❤️🇺🇸

[amit @amitisinvesting]

ugly day once again

there isn’t a massive headline but here’s what I think is causing it:

- market wanted CPI today, white house said “lol not gonna happen” so lack of data is causing issues

- Verizon just announced 15K layoffs, 15% of their workforce…markets seem to be thinking they can not ignore labor market even without data

- 3 different fed presidents all came out over the past 48 hours and said they are more concerned about inflation…Powell a few weeks ago made it clear he cares more about the downside risk to the labor market, so the sudden shift is now making people think a december cut wont happen

along with the potential fears on ai capex spend, that seems to be causing this drawdown

having said that…

- earnings are strong

- tutes are buying heavily

- margins continue to increase

- datacenter buildout isnt going anywhere even if some debt is involved

- $AMD just guided for 35% rev growth next 5 years, $NVDA earnings next week

- rates eventually coming down and companies are still executing very well so money likely will be allocated as we prepare for cuts

- if the supreme court does reverse tariffs, could be bullish since markets never liked tariffs and could lower inflation expectations

not enough to go net bearish here and the lack of a real headline causing this pain means it might just be a headfake

[Ed Krassenstein @EdKrassen]

BREAKING: RFK Jr. flees the scene after Novo Nordisk Executive Gordon Findlay collapsed in the Oval Office.

[Mario Nawfal @MarioNawfal]

🚨 🇺🇸 TESLA SHAREHOLDERS UNLEASH ELON: $1 TRILLION PAY PACKAGE APPROVED WITH 75% MANDATE

Tesla shareholders just gave Elon the keys to history.

Over 75% voted yes on a compensation package worth up to $1 trillion.

The crowd erupted. "Elon, Elon!" echoing through the room.

But this isn't participation trophy energy.

Elon has to hit 12 audacious milestones: market cap targets, revenue goals, profitability benchmarks.

Every dollar tied to execution. Miss them? Nothing. Achieve them?

He becomes the world's first trillionaire.

This is capitalism at its purest.

Performance or bust. Shareholders just bet everything Elon delivers.

Source: @Tesla @elonmusk