Mac

Investor

[Mac @TailwindsBoston]

@zerohedge So true! I was around in the 90s. The difference is the revenue conversion - real top line growth combined with operating leverage is far greater today then the late 90s. Just one man's opinion.

[Mac @TailwindsBoston]

@InvestingCanons And Kari Firestone took over, liquidated George’s positions and piled into internet stocks and got smoked!

[Mac @TailwindsBoston]

@TVNewsNow Enough is enough. Finish the job!

[Mac @TailwindsBoston]

@zerohedge This will not end well. There just needs to be a catalyst and valuation, alone, is not a catalyst

[Mac @TailwindsBoston]

@andweknow Is that birthmark on his forehead where the bullet goes?

[Mac @TailwindsBoston]

@CitronResearch AAOI's # 1 customer is AMZN, not ORCL...

[Mac @TailwindsBoston]

@JoeSquawk But ass ugly

[Mac @TailwindsBoston]

@necky_fade So good…, he never won a Masters

[Mac @TailwindsBoston]

@BillAckman Agree.

[Mac @TailwindsBoston]

@BenBajarin So where is the rest of the transcript between 4:46 and 23:48??

[MQ @Mar364503]

Citrini’s opinion on $AAOI is wrong. $AAOI is not an assembly of transceivers. It has its own laser fabs. It is highly vertical integrated. The CPO will not be commercialised until 2028 (per Broadcom CEO) and even when it does, the volume will be considerably small given the cost. In commercial world, the winner will not be the one with the best technology. The winner will be the one offering good products at the most economically efficient way (at reasonable prices).

[Mac @TailwindsBoston]

@bariweiss @CBSNews Mac
@TailwindsBoston
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1m
Replying to
@bariweiss
and
@CBSNews
"U.S. Department of Health and Human Services Office of the Inspector General reported in 2023 that suspected hospice fraud amounts totaled an estimated $198.1 million." HA!!! - Add at least TWO Zeros to that number!

[Zeek Arkham 🇺🇸 @ZeekArkham]

Dear Chuck Schumer,

Hi. Black dude here. I can trace my family ancestry to slavery. I even know where they were slaves. My mom experienced Jim Crow. I think I’ve watched every episode of “Eyes On the Prize” when I was younger.

With that said…

Can you directly explain to me how the SAVE Act is “Jim Crow 2.0?” Literally every black person I know has ID. Literally every black person I know has a car or at least a ride. Literally every black person I know knows how to vote (well… except the ones with felonies… but they don’t count).

With your advanced white liberal thinking, you must know more than me. Apparently, as I experience daily on this app, white liberals are experts on being black; even more so than actual black folks. Perhaps you could explain it like I’m five. I’d look it up on the internet, but Kathy Hochul has already told me I don’t know what a computer is and Joe Biden said I can’t navigate it, anyway.

Looking forward to your answer.

No hugs.
Zeek

[Mac @TailwindsBoston]

@ZoandBertrand Zo - can you please replicate Santos Rams SB call on Sunday around 10 PM

[Mac @TailwindsBoston]

@EricLDaugh Quadruple her IQ? Don't insult Secretary Bessent!

[Mac @TailwindsBoston]

@jukan05 Or SNDK is buying a company that is IB clients of JPM or JPM is advising SNDK on an acquisition they intend to make

[Mac @TailwindsBoston]

@adamfeuerstein Buying MRNA instead...???

[Mac @TailwindsBoston]

@GavinNewsom AND THE LEADING ENTREPRENEURS FROM THIS LIST CAN'T LEAVE FAST ENOUGH.
YOU ARE A BUFfOON!

[Mac @TailwindsBoston]

Trump has been President for a year now - true facts:
-4.3% GDP growth
-the oil price is 20% lower than a year ago
-unemployment below 4.5%
-the American stock markets have risen by about 20% during this period
-inflation is at 2.7%
-the trade deficit is the lowest in 17 years
-the crime rate has declined significantly
-illegal migration has dropped by 95%