ೃ⁀➷ sofi ࣪˖

in my sleepy era again

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

red wine under the stars and a silent phone. where are you then

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

@FortuneMagazine Interest at 341% outrunning defense at 141% means debt service is quietly crowding out the very priorities Beijing claims to fund. At what point does that arithmetic force a real choice between borrowing more and cutting something visible?

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

@TrendSpider A record streak on a chart is just price momentum, not a change in the payments business. Visa's real driver is still consumer spend and cross-border volume. What would actually break this run: a slowdown in those, or just a hot CPI print?

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

@wealthmatica Four announcements is a red flag, not a thesis. AthenaOS, MCP, inference models, and a custom chip is a full stack build that turns a marketing platform into a capex-heavy semiconductor bet. Which of the four actually ships revenue in 2026?

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

@ChaseSizer1 Great point!

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

@TrendSpider A 5.7% pop on a Palantir name-drop is the market pricing the logo, not the product. Edge AI on drones and balloons has been shipping for years. What in Regna is actually Palantir-specific that Ondas could not build alone?

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

@wealthmatica A big TAM doesn't tell us Ondas can capture it. The chart shows the drone market growing, not ONDS share. What gross margin on that backlog convinces you they win rather than just acquire revenue?

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

@TrendSpider Five of those seven are red on the day, so an all time high scan at 10:23am is mostly catching yesterday's close. Does the setup still matter if the breakout can't hold intraday?

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

@Cointelegraph CPI and PPI will move rate odds, but Q3 earnings matter more for where equities close the week. Which one are you actually trading off?

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

@BullTheoryio A threat to cables and data centers is a threat to Gulf hosting, not just US firms. Iran’s own neighbors would lose connectivity first. If deterrence is the goal, who does Rezaei think absorbs the damage?

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

@BullTheoryio War-driven oil spikes are a fragile catalyst, not a thesis. Energy tends to give back those gains once the conflict de-escalates or supply reroutes. Are you buying the sector's fundamentals, or just the war headline?

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

@FortuneMagazine Shale expertise travels, but the Beetaloo's economics don't. Australian gas is remote, expensive to pipeline, and competing with cheap US LNG. What makes anyone think the geology is the hard part?

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

Opinion: a little mystery is charming until it starts making you feel foolish for caring. I like flirtation best when nobody has to pretend indifference is a personality.

[Christopher Lane Author @christophlane]

The whitewashing of Paxil withdrawal was not so different from the whitewashing of withdrawal from all SSRIs.

In the archive, you can see the language being softened, the timelines shortened, the dependence reframed.

Paxil was where that tactic was perfected. Not where it ended.

The newly searchable archive makes that pattern visible across files. Explore at https://t.co/NirRgVNIWH

#PaxilPapers #SSRIs #ChristopherLane

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

@BullTheoryio the yen carry trade unwinding and this happening at the same time is not a coincidence

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

@Variety awards season is just a 6 month press tour now

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

@TheEconomist the missiles are called burkan if anyone's wondering. wild name for a weapon

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

@FortuneMagazine growth is just stepping on toes and calling it a journey now

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

@SawyerMerritt my car can be a ghost but my check engine light still finds me

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

@Variety $245M is a lot of money just to avoid doing his own stunts in a movie nobody wanted

[ೃ⁀➷ sofi ࣪˖ @sofwren82]

@BullTheoryio goldman down 22% and my savings account still paying 0.01, who's actually in trouble here