Stonk Lover

Investment Professional. Traveler. Opinionated.

[Stonk Lover @stonklover]

If I was in charge, I would ban all babies from business class. We all pay ungodly amounts of money to sleep on international flights and have to endure screams for 8+ hours. Absolutely ridiculous.

[Jemele Hill @jemelehill]

I will never understand why this is legal. It’s straight up price gouging.

[Mark Cuban @mcuban]

Ro, that’s insane.

You want the state to loan money to the founder, who will then immediately give it back to the state as a wealth tax ?

Meaning the state has not received any incremental receipts? What’s the point of that ?

Unless of course you want the gov to own shares (something I thought you criticized) and possibly have control, of companies who underperformed, (or the funding market changed), and couldn’t pay back their loans over those 10 years ?

And I’m sure the investors in those companies will be thrilled about their new partners. That will make for interesting board meetings. “Today’s first topic is trying to figure out how to motivate the founder(s). They just lost $250m of their shares in the company they founded, to the state of California. Anyone got any ideas ? “

But at least it’s amazing for state’s brand.

“Cali, You make it. We take it !”

Come on Ro.

Ideology is not a strategy.

@GavinNewsom

[Mathias Steel 🇺🇸 @TheHybridHulk]

Bush fucked up so bad, it made Obama possible.

Obama fucked up things so bad, it made Trump possible.

Trump fucked up things so bad, it made Biden possible.

Biden fucked up things so bad, it made people want Trump back.

Trump has now fucked up things so bad that AOC thinks she has a chance in 2028.

We are no longer a serious country.

[Stonk Lover @stonklover]

@TMZ This is a terrible message to send to people suffering from addition. Really sad actually

[Stonk Lover @stonklover]

@KobeissiLetter

[Paul “Chum” Meacock @bigpaulchum]

August is basically sunday

[Milfski @Nilkski_]

I’ve never seen a family in a cybertruck. Just an ugly dude by himself.

[Stonk Lover @stonklover]

If you’re old enough to have kids and the new Drake album is a major topic in your life, you are not making enough money

[Palantir @PalantirTech]

Because we get asked a lot.

The Technological Republic, in brief.

1. Silicon Valley owes a moral debt to the country that made its rise possible. The engineering elite of Silicon Valley has an affirmative obligation to participate in the defense of the nation.

2. We must rebel against the tyranny of the apps. Is the iPhone our greatest creative if not crowning achievement as a civilization? The object has changed our lives, but it may also now be limiting and constraining our sense of the possible.

3. Free email is not enough. The decadence of a culture or civilization, and indeed its ruling class, will be forgiven only if that culture is capable of delivering economic growth and security for the public.

4. The limits of soft power, of soaring rhetoric alone, have been exposed. The ability of free and democratic societies to prevail requires something more than moral appeal. It requires hard power, and hard power in this century will be built on software.

5. The question is not whether A.I. weapons will be built; it is who will build them and for what purpose. Our adversaries will not pause to indulge in theatrical debates about the merits of developing technologies with critical military and national security applications. They will proceed.

6. National service should be a universal duty. We should, as a society, seriously consider moving away from an all-volunteer force and only fight the next war if everyone shares in the risk and the cost.

7. If a U.S. Marine asks for a better rifle, we should build it; and the same goes for software. We should as a country be capable of continuing a debate about the appropriateness of military action abroad while remaining unflinching in our commitment to those we have asked to step into harm’s way.

8. Public servants need not be our priests. Any business that compensated its employees in the way that the federal government compensates public servants would struggle to survive.

9. We should show far more grace towards those who have subjected themselves to public life. The eradication of any space for forgiveness—a jettisoning of any tolerance for the complexities and contradictions of the human psyche—may leave us with a cast of characters at the helm we will grow to regret.

10. The psychologization of modern politics is leading us astray. Those who look to the political arena to nourish their soul and sense of self, who rely too heavily on their internal life finding expression in people they may never meet, will be left disappointed.

11. Our society has grown too eager to hasten, and is often gleeful at, the demise of its enemies. The vanquishing of an opponent is a moment to pause, not rejoice.

12. The atomic age is ending. One age of deterrence, the atomic age, is ending, and a new era of deterrence built on A.I. is set to begin.

13. No other country in the history of the world has advanced progressive values more than this one. The United States is far from perfect. But it is easy to forget how much more opportunity exists in this country for those who are not hereditary elites than in any other nation on the planet.

14. American power has made possible an extraordinarily long peace. Too many have forgotten or perhaps take for granted that nearly a century of some version of peace has prevailed in the world without a great power military conflict. At least three generations — billions of people and their children and now grandchildren — have never known a world war.

15. The postwar neutering of Germany and Japan must be undone. The defanging of Germany was an overcorrection for which Europe is now paying a heavy price. A similar and highly theatrical commitment to Japanese pacifism will, if maintained, also threaten to shift the balance of power in Asia.

16. We should applaud those who attempt to build where the market has failed to act. The culture almost snickers at Musk’s interest in grand narrative, as if billionaires ought to simply stay in their lane of enriching themselves . . . . Any curiosity or genuine interest in the value of what he has created is essentially dismissed, or perhaps lurks from beneath a thinly veiled scorn.

17. Silicon Valley must play a role in addressing violent crime. Many politicians across the United States have essentially shrugged when it comes to violent crime, abandoning any serious efforts to address the problem or take on any risk with their constituencies or donors in coming up with solutions and experiments in what should be a desperate bid to save lives.

18. The ruthless exposure of the private lives of public figures drives far too much talent away from government service. The public arena—and the shallow and petty assaults against those who dare to do something other than enrich themselves—has become so unforgiving that the republic is left with a significant roster of ineffectual, empty vessels whose ambition one would forgive if there were any genuine belief structure lurking within.

19. The caution in public life that we unwittingly encourage is corrosive. Those who say nothing wrong often say nothing much at all.

20. The pervasive intolerance of religious belief in certain circles must be resisted. The elite’s intolerance of religious belief is perhaps one of the most telling signs that its political project constitutes a less open intellectual movement than many within it would claim.

21. Some cultures have produced vital advances; others remain dysfunctional and regressive. All cultures are now equal. Criticism and value judgments are forbidden. Yet this new dogma glosses over the fact that certain cultures and indeed subcultures . . . have produced wonders. Others have proven middling, and worse, regressive and harmful.

22. We must resist the shallow temptation of a vacant and hollow pluralism. We, in America and more broadly the West, have for the past half century resisted defining national cultures in the name of inclusivity. But inclusion into what?

Excerpts from the #1 New York Times Bestseller The Technological Republic: Hard Power, Soft Belief, and the Future of the West, by Alexander C. Karp & Nicholas W. Zamiska

https://t.co/8igjazz1On

[BetMGM 🦁 @BetMGM]

Which Miami are you taking? 🤔

[Michael F. Schall @RealMikeSchall]

Biscayne Boulevard with more shade trees and a tram. A tram from downtown Miami to the Design District could work in tandem with the metromover to take hundreds of cars off the road. Make Transit Great Again.

#Miami #transit #urbanism #tradition #walkability #MAHA

[Chatterbox Sports @CBoxSports]

“There is no reason on God’s green earth why a team that goes 30-0 in the regular season—only the fourth team in the last 45 years to do so—can’t make a field of 1 of 68. That’s insane.”

-Stephen A. Smith on the Miami RedHawks

[RJC @RJCcapital]

Trump was able to kill the supreme leader of Iran while working from home at Mar a Lago and you want me to come into the office ?

[Palantir @PalantirTech]

We have moved our headquarters to Miami, Florida.

[Bill Ackman @BillAckman]

True

[Brad Galli @BradGalli]

Pistons guard Daniss Jenkins is having his two-way contract converted to a full-time NBA contract, Trajan Langdon said.

Jenkins talked about going undrafted:

“If I’m being honest — and everybody knows I’m a very humble guy — but in college, most of these dudes that got drafted, what was the difference between me and them?” he said on Friday.

“For me, going undrafted is insanity to me, literally insanity, and that burns inside of me every single day.”

[DKelly 🇺🇸🦅🇺🇸 @1Nicdar]

Florida won the coin toss, and has elected not to receive.

🤷🏻‍♂️ 😬 😎 🤣 🤣 🤣

[johnny maga @johnnymaga]

Trump in Davos: “The profit margin for credit card companies now exceeds 50%, and they charge Americans interest rates of 28%, 30%… What ever happened to usury?”

He’s cooking.

[Drew Holden @DrewHolden360]

Trump inflation up 2.7% @nytimes // Biden inflation up 2.9% @nytimes