Value Drift

Determining what the future consensus will be today.

No AI slop prose.

[Value Drift @valuedrift]

Our move to digital life as a world has made us go from the surface to the cave in the Allegory of the Cave, and the weird thing is, it was pretty much voluntary because the Cave is addicting.

X is the Cave. You're on here reading this right now, no?

[Value Drift @valuedrift]

@irbezek

[Myles @finphysnerd]

First pacific $142 being hit by the double whammy of being a mainly Indonesian company listed in Hong Kong. I think I'm ready to go bottom fishing at less than 4x earnings and a 6% dividend yield. Debt is not as bad as it looks as much of it is subsidiary level and on stable

[Value Drift @valuedrift]

@orrdavid I think more of NYC may be run by organized crime than we might think. The world of Sopranos may be real...

[Value Drift @valuedrift]

Are they all turning out to vote out of passion against transgenderism?

[Tom Bonier @tbonier]

As turnout in Texas nears 3 million votes, Hispanic turnout is now exceeding presidential levels. More Hispanics have voted than did at this point in the 2024 presidential election. What's driving this huge increase? Young voters.

[Value Drift @valuedrift]

Long LatAm!

[Politics & Poll Tracker 📡 @PollTracker2024]

Getty Images: Texas Senate Candidate James Talarico Votes In Midterm Election

[Value Drift @valuedrift]

@svrnco I see where you are coming from, but I many like having a person. For example people prefer having a person to a kiosk at McDonald's.

[Value Drift @valuedrift]

Feels like a HUGE luxury experience when you call or even email somewhere and get to talk to a real person instead of an AI.

Bullish customer service...eventually.

[Value Drift @valuedrift]

@CECL_Allowance That lean was helpful the last decade!

[Value Drift @valuedrift]

Coin flip, from the most accurate pollster.

Seems about right.

Therefore Paxton is testing cheap on predictions markets right now.

[Politics & Poll Tracker 📡 @PollTracker2024]

Rasmussen Reports poll | 10/20-10/21 LV

US Senate Texas 2026

🟥Ken Paxton 45%
🟦James Talarico 45%
🟨Ted Brown 5%

Link to poll: https://t.co/irryL5Us4h

[Value Drift @valuedrift]

@Empty_America Lol at this person calling LA, one of the most desirable world cities, a "bad place". These online incels are really something.

[Value Drift @valuedrift]

I have decided I am not extremely brave. I want to be able to sleep and have fun this weekend!

[Value Drift @valuedrift]

Now that he's saying this, it means he is desperately trying for a deal this weekend.

If you are extremely brave, it could pay off to short oil right now before after hours trading ends.

[Value Drift @valuedrift]

@RussianTrollCap It's not like France never had riots or even revolution before.

[Value Drift @valuedrift]

Nice!

$DJT to zero!

[Value Drift @valuedrift]

Now that he's saying this, it means he is desperately trying for a deal this weekend.

If you are extremely brave, it could pay off to short oil right now before after hours trading ends.

[*Walter Bloomberg @DeItaone]

TRUMP ON IRAN: WE MAY DO ANOTHER OPERATION AGAINST IRAN

[Value Drift @valuedrift]

$GEO longs:

[Will Sommer @willsommer]

Pro-ICE conservative blogger Samuel Sey (@slowtowrite), a prominent figure on the evangelical right, has himself been arrested and held for potential ICE deportation.

[Value Drift @valuedrift]

That was an unfun moment, including financially for me...

[Earthy 🦆🇺🇸⚽️ @EarthoOS]

I remembered when everyone went crazy when Kamala Harris led in Hamilton County, Indiana in the first batch of results of the night, a county when Trump won by 6.7 points in 2020

[Value Drift @valuedrift]

It's funny how blue Americans and red Americans just look different. That's a woman that just in a 100 years would never be a Trump supporter, based on just appearance.

[Political Polls @PpollingNumbers]

New - Senate poll - Arkansas

🔵 Shoffner 47%
🔴 Cotton (Inc) 44%

Hendrix #C - LV - 8/12

[Value Drift @valuedrift]

I see he immediately did his master's (Elon) bidding after getting that last big check.

[unusual_whales @unusual_whales]

BREAKING: Texas Attorney General Ken Paxton has launched a lawsuit against OpenAI and CEO Sam Altman, alleging they misled consumers about the safety of the company’s artificial intelligence chatbot and failed to protect users from harm.

[Value Drift @valuedrift]

@SowingAlphaSeed @KrisAbdelmessih $ORR is long 2x silver!

[Value Drift @valuedrift]

Collins is adept at the good cop bad cop routine.

[Sen. Susan Collins @SenatorCollins]

I am pleased to have secured additional tariff exemptions products crucial to Maine’s agricultural industries, including blueberry, potato, apple, and seaweed producers.

Many of our farmers and growers rely on specialized equipment, packaging materials, and other products from Canada that are either unavailable from American suppliers or cannot be replaced without incurring significant expense.

In my repeated conversations with Ambassador Greer, Secretary Lutnick, and other senior Administration officials, I have asked for tariff relief for these important products and I will continue working directly with Administration officials to seek additional relief and encourage a broader trade agreement with Canada, our neighbor, ally, and largest trading partner.

[Value Drift @valuedrift]

Long healthcare stocks.

[sean @_sn_n]

american politics

[Value Drift @valuedrift]

Eventually AI will be for nerdy cogs only.

Yes, it's powerful. Excel is also insanely powerful compared to what came before it. Those who knew Excel formulas didn't get to run the world, they just got paid six figures.

It will NOT be sexy (actually it isn't already) to know which models are which...

[Value Drift @valuedrift]

Feels like a HUGE luxury experience when you call or even email somewhere and get to talk to a real person instead of an AI.

Bullish customer service...eventually.