ShadPapi

Stonks | Web3 | Value Investor/Trader | I analyze charts so you don’t have to

[Suganthan Mohanadasan @suganthan]

What 🫣🫣

https://t.co/Op6eF5Ke5E

What a time to be alive man….

[Nicholas Fabiano, MD @NTFabiano]

Repetitive negative thinking is linked to Alzheimer’s protein buildup in the brain.

[Jay Chooi @chooi_jeq]

GPT-6 Astra attempted harmful actions 97% of the time when it was asked to stab a human-like figure, heat compressed gas, or produce toxic fumes, succeeding in 62% of its attempts. Fable 5.1 refused more often, attempting 80% of trials and completing 34%.

[KRK @kamaalrkhan]

Bro @RahulGandhi how can you make fun of #Modi Ji like this.😜😄

[David Gokhshtein @davidgokhshtein]

FED raise rates and plan on raising more this year.

Will it hurt our economy?

[Carnivore Aurelius ©🥩 ☀️🦙 @AlpacaAurelius]

anyone else find it strange how obsessed the world is with money and profit today

for basically all of eternity, it was detestable to love money...

avarice and greed was a cardinal sin in religion

yet today we glorify those who chase $$

our lives are no longer oriented around religious ecstasies, family, service or community...but around maximizing our bank account...

and everyone has been reduced to what they can provide transactionally

[Al Jazeera English @AJEnglish]

Palestinian human rights lawyer Noura Erakat was arrested in Florida after speaking against a billion-dollar investment in Israel Bonds during a public budget hearing. At least 100 residents protesting the investment were also forced to leave the hearing.

[Cassandra Unchained @michaeljburry]

Regarding “the science,”this is something you all need to know.

Most published science is fake or false

This is out of Stanford University and the author here John P. A. Ioannidis is one of the most-cited individuals on Earth.

[South Asia Index @SouthAsiaIndex]

Malaysian PM Anwar Ibrahim refuses to blame Pakistan for "terrorism in India", despite pestering by Indian anchor.

Anchor: Do you consider Israel's actions against Hamas terrorism?

Malaysia PM:— Yes. Israel’s actions against Hamas are state terrorism

Anchor: By that logic, Is Pakistan doing state terrorism against India in Kashmir?

Malaysia PM: No I wouldn’t say that. I know this is sensitive in India but none of my intelligence could find evidence that Pakistan is doing terrorism in India.

[Tibo @thsottiaux]

To make sure our current users have an incredible experience and continued access to Astra, we are going to pause subscriptions to our $200 Pro plan. These put the most strain on our systems and we wanted to take the smallest step that allows us to continue giving the broadest access possible. All other plans and the api remain available.

There is no impact to existing accounts and we are working on adding more capacity as fast as we can. Thanks!

[OpenAI @OpenAI]

Now available: ChatGPT for Financial Services.

This is a tailored ChatGPT Work experience that combines built-in financial data with GPT-6 Astra’s reasoning.

Teams can develop research, build financial models, and create customized client materials.

https://t.co/6WP5OJdnE8

[Carbon Finance @carbonfinancex]

Some thoughts on Lululemon $LULU:

Q2 was a disaster to say the least, and it comes at the worst possible moment. The interim leadership, Meghan and André, seem completely exhausted and out of it. Meanwhile a new CEO arrives this week, and there's no clear read on where any of this is heading.

The core category breaking down is the part that concerns me most. Women's leggings had been gradually holding up, but this quarter it collapsed 20%, and management admitted the decline ran greater than expected. Their solution? Chase into whatever is working, which feels like throwing darts at a board and seeing what sticks. That begs a deeper question. How much innovation can really fix leggings versus the category just being out of style? Meanwhile, management didn't cite a single competitor once.

China was unfortunate timing. A major PR failure landing right when the region was already softening. There's no way to know whether sentiment sours further from here. Management didn't point to the economy, even though plenty of other companies are citing tough macro conditions in China. They see it as fixable and expect performance to hold roughly steady from the Q2 print. What happens if conditions deteriorate? Nothing suggests things are picking up across the country. I also found it interesting that they cited Tmall not running its 618 event as a headwind, then pointed to Tmall activations later in the year as an opportunity ahead.

On guidance, they said Q3 has started slow and gave no reason to think it won't get worse. Similar to the situation in China, what if Q2 was just the start of the core brand falling apart? It very well could be. And now a new CEO needs time to evaluate everything and lay out a coherent strategy. My view is there's a solid chance the next few quarters go poorly, especially if fall and winter don't land. That points to a rough four quarters ahead, with easier comparisons arriving in the back half of next year.

At 12x forward earnings, it's cheap, but a few other names in retail aren't facing the same laundry list of problems. What the market is pricing here is a company that never grows again. Everything I laid out above is known, and the price reflects it. That doesn't mean the stock stops falling. Sentiment and the next few prints drive the price in the short run, and both look bad from here. So I do think there is a strong likelihood this goes lower.

That said, it changes what has to go right. Lululemon doesn't need to return to hyper growth for this to work. It just needs to grow again. I believe the brand is more resilient than people give it credit for. More importantly, the market is forward looking, so if a rebound were to happen, it would likely arrive before the first solid print. While I don't expect solid results for a while, and there's no major catalyst in sight, I do think we're closer to the knife being on the ground than not.

[Bheria ☪️ @BheriaMS]

Pakistani comedian Danish Maqbool on how the Two-Nation Theory (TNT) has favored a more meat-heavy 🥩 diet in Pakistan, to further differentiate from Indians (where vegetarianism is not universal but important, especially for BJP), the two other guys are Indians :

[Ashok Swain @ashoswai]

They are dying for Netanyahu's election. Trump is even refusing to give payout.

[Finding Compounders @F_Compounders]

The Pensions Warren Buffett Runs

How has Warren Buffett approached Berkshire’s $15 billion in pension plan assets

[Variety @Variety]

Macklemore opened for Ed Sheeran on Friday night in New Jersey, and during his set the rapper sang out “Free Palestine” before launching into a speech, telling the audience he wanted people in Gaza and the occupied West Bank to know they had not been forgotten.

His politically-themed set sparked a petition from the Israeli American Council, which demanded the rapper be removed from the remaining dates on the Loop tour.

https://t.co/FOIr3LjyN9

[Tibo @thsottiaux]

To calibrate you all on which reasoning effort to use for Astra, know that GPT-6 Astra on low performs better than GPT-5.6 Sol on high.

If you were using high reasoning efforts with Sol and were happy, I suggest you move down to low or medium for Astra.

[Nicholas Dunzelman @nicdunz]

i recommend having gpt-6 pro in chatgpt do math challenges to win money

[Finding Compounders @F_Compounders]

Julian Robertson, who founded Tiger Management, talks about how his concept of value has changed in an interview back in 2006.

He was ahead of his time

Source: Value Investor Insight

[Kirk Borne @KirkDBorne]

Mathematics for Trading -- 151 Strategies (download 361-page PDF):
https://t.co/OJ1X9QH2JB