Irony of luxury brands is that some niche brand out there is going to pass price increases on from tarrifs and demand will *increase* and they will realize what product category they are in

Okay lol

I just don’t know how to handicap disproven

Conspiracy theory is it’s like Chinese propaganda x elon is mad about stargate

Stupid question, is the deepseek dialogue as intense over here?

We cover AI extensively on this podcast with
@foolallthetime.bsky.social , but 1 piece of value we focus on that gets less attention nowadays is a deep dive on the severe recession in semis outside of AI twiii.podbean.com/e/special-do...

Bridgewater Dismisses 7% of Staff in Effort to Remain ‘Nimble’ Bridgewater Associates dismissed 7% of its workforce Monday as the world’s biggest hedge fund seeks to remain lean and maintain the flexibility to hire top talent, according to a person familiar with ...

Exclusive: Bridgewater dismissed 7% of its workforce Monday as the world’s biggest hedge fund seeks to remain lean and maintain the flexibility to hire top talent, according to a person familiar with the matter

2025 AI & Semiconductor Outlook O3 and what's next. Marginal costs are coming for tech companies.

Here’s my annual semiconductor outlook

www.fabricatedknowledge.com/p/2025-ai-an...

Honest same with anything, I ain’t doing shit till the last possible second

Happy new years!

Fintwit starter pack:
@nosunkcosts.bsky.social‬
@keubiko.bsky.social‬
@librariancapital.bsky.social‬
@sparticuszorro.bsky.social‬
‪@fritzell.bsky.social‬
@lewisenterprises.bsky.social‬
@ellliotb.bsky.social‬
@negativegw.bsky.social‬
@vincentfreeman.bsky.social‬
@colemanrhawkins.bsky.social‬

Reeks of desperation completely in the stock, any news is good news

With Pat Gelsinger out, the base case is that Intel will be scrapped for parts now

Dude health really is wealth :/

I realize I’m old because I’m relating to the quickbooks commercials and shit and I’m like gawd damn stop it

Cocomelon #1-69

Babe I like cocomelon

While watching wicked my brain went to “this is a lot of facial expressions huh”

I was watching wicked and I’m like musicals are pretty much cocomelon for adults. Singing / expressions / dance is like max monke cocomelon brain

Coach is like 80% of rev and the entire story

Like I can’t swap over my Twitter impulse

How do I like, engage here, it’s kinda weird. What’s up blue sky, please I miss my friends.

Also TPR is an obvious double from here (lol)

Also like whose here I’m so lost miss my friends

Hey guys, I guess I’m trying this out.

Now back to talking about TPR

Jesus wtf first time I heard this. Also FWIW 20A was always going to be a half node

LMAO im going to reclaim the flame in Spanish

i hope we land somewhere

www.fabricatedknowledge.com/p/an-interview-with-tony...

Did an interview with Alphawaves (AWE.LN) CEO Tony Pialis - enjoy!

Just so you know we are now a nation that is trying to find a new home. A diaspora, if it’s Bluesky, or whatever, we are a nation of birds looking for a new home 😤

Sign me up almost instantly. Look they like money, and wouldn’t blow it. There’s rumors that it’s in the works