@SarcasmStardust I'm tired of people living in one of the most free nations in the history of humanity acting as if they live in North Korea. Embarassing
@White80SetHUTHU@FantasyPros I keep flip flopping. Probably going to roll the dice on Taysom in the end. Schultz floor isnt elite against a strong LAC matchup so I'll go for the upside.
@unusual_whales Classic rug pull. Market rallies on headlines of rate cuts and non overly hawkish commentary, then the flush happens (owing to very hawkish 2026 forecast) based on information that was known during the trading day post FOMC.
Good buying opp next up
@iamfabian Poet Technologies the small cap derivative set to benefit bigly from the move to optical interconnect (esp. If MRVL buys out Celestial whose solution foundationally embeds POET tech). Happy investing 💰 😀
@SemiAnalysis_ Enjoyed the piece! Just one nit: Azure has reported 1Q of revenue in its history. Share gain estimates are highly speculative on any duration beyond that.
@AlphaSenseInc Solid. Couple more choppy quarters as the market digests pivot from rev to EPS growth, but the latter looks good w/revenues continuing to tick up as profitability improves (each quarter incrementally dispels AI fears). Will pick up some shares tomorrow after ~5% decline at open.
*there are known transmission lines in the area of Palisades fire origin but they are buried underground and therefore exceedingly unlikely to have been the cause.
All but certain the LA fires were started by humans, either via faulty utility lines, arson, or a combination thereof. The Palisades fire in particular is likely to be identified as arson given it started in uninhabited bush in an area w/o known transmission lines. Godspeed