Japan and South Korea open strong again.

Sk Hynix and Samsung are just insane nearly every single day.

Came here to say the same. We didn't kill each other during covid and it turned out we liked each other a lot. Married 5 years this July with 2 kids.

I would probably laugh so hard then ask them if we should order some pizza and find some beers.

One of the first things we did was add each other to accounts and consolidate. These people are dumb.

Markets have figured out to stop selling futures so hard after the weekend stupidity because it all will become ever more dumb when the Trump pump tweets start flying at 730am.

Green by 7am.

Someone should ask the President what the point of the conflict with Iran is right now and how whatever we're doing is achieving that goal.

It happens in every cycle: the next gen of prime age 3x to 4x workers is better than the previous generation. AI has supercharged it.

It’s freezing out next gen from employment. Add to it financial crisis levels of economic uncertainty/ anxiety along with sentiment readings.

Finally started to figure it out on a demo. Was shown a “forecasting chart” and I said I’ve seen that same chart before. Opened yahoo finance charting, added 20 dma and bollinger bands.

Same exact chart. Free instead of $300 per month.

There is a lot of this being “AI” marketed and pushed.

Some AI is very good. A good portion is nonsense or a complicated way of getting an answer using brain damage.

I was demoing an “AI stock/etf forecasting tool”. I couldn’t figure out how it was actionable. Had all kinds of flaws, such as forecasting ETFs with stale underlying holdings.

New Iranian Lego video, now featuring Kash

Curious if it exists or if anyone has tried it: downloading a model(s) on a desktop and setting up some kind of direct connection from a laptop or phone to run AI straight from the desktop. Just skipping over the AI token infrastructure and using local owned compute.

Yeah its crazy.

If I ever join the 3 comma club, my first order to myself is to delete social media and the internet forever.

These dudes are all weird nutjobs.

DOJ demanded voter files from all 50 states.

DOJ sued 31 states for refusing their demand.

My law firm intervened to protect voters in those cases.

DOJ is now 0-5.

My firm is 5-0.

Lesson: When we fight we win.

Exactly.

Its really easy: just take the other side of anything billionaires are whining about. This tax is a $20 bill relative to Uncle Ken.

Imagine a billionaire simping for another billionaire.

When your life becomes a case study in karma.

Never go full perma doomer.

Future headline:

TRUMP SACRIFICES MANY AMERICAN LIVES AND WASTES HUNDREDS OF BILLIONS OF DOLLARS TO RESURRECT OBAMA'S JCPOA.

Noticed that a lot of "AI is a Bubble" talk has mostly disappeared.

The total return is also incredible.

Happy for Reed $nflx. Will always remember his master class of a letter to Whitney Tilson telling him to cover his short position 15 years ago.

Mamdani: If the NYC apartment you keep solely for bi-yearly affairs with your mistress costs over 5 million dollars, you gotta pay more tax

NYPD officer who’s been on disability since 2006 because he stomped too hard on a lady during an arrest and fucked up his ankle: This is a travesty

The White House doesn’t have a Ballroom (No Taxpayer Money!), which Presidents have desperately wanted and desired for over 150 years, but a Trump Hating, Washington, D.C. District Court Judge, a man who has gone out of his way to undermine National Security, and to make sure that this Great Gift to America gets delayed, or doesn’t get built, is attempting to prevent future Presidents and World Leaders from having a safe and secure large scale Meeting Place, or Ballroom, one with Bomb Shelters, a State of the Art Hospital and Medical Facilities, Protective Partitioning, Top Secret Military Installations, Structures, and Equipment, Protective Missile Resistant Steel, Columns, Roofs, and Beams, Drone Proof Ceilings and Roofs, Military Grade Venting, and Bullet, Ballistic, and Blast Proof Glass —which all means that no future President, living in the White House without this Ballroom, can ever be Safe and Secure at Events, Future Inaugurations, or Global Summits. This Magnificent Space will allow them to carry out their vital duties as the Leader of our Nation. Furthermore, the Ballroom, which is being constructed on budget and ahead of schedule, is needed now. Almost all material necessary for its construction is being built and/or on its way to the site, ready for installation and erection. Much of it has already been paid for, costing Hundreds of Millions of Dollars. If somebody, especially one with no standing, had a complaint — Why wasn’t it filed many months earlier, long before Construction was started? The Public Record was open for all to see. Everybody knew that it was planned, and going to be built. This highly political Judge, and his illegal overreach, is out of control, and costing our Nation greatly. This is a mockery to our Court System! The Ballroom is deeply important to our National Security, and no Judge can be allowed to stop this Historic and Militarily Imperative Project. Thank you for your attention to this matter! President DONALD J. TRUMP

Trump rants his ballroom will feature "Bomb Shelters, a State of the Art Hospital & Medical Facilities,Top Secret Military Installations, Protective Missile Resistant Steel, Drone Proof Ceilings, Military Grade Venting, & Bullet, Ballistic, & Blast Proof Glass"

Dafuq kind of ballroom is this?

What is this red stuff on my market screens?

DOGE turbocharged the deficit.

budgetlab.yale.edu/research/wea...

Seeing a lot of listings on FB Marketplace of big ticket items. Like you said, everyone is crazy for the prices they want to sell them for. I just look and say GLWT.

That is @keubiko.bsky.social boy! Need more battle tested spreadsheets to be published.

Meanwhile the forward multiple compressed from 27x down to 20x in March and has rebounded back to 23.x.

Everyone hated $NVDA under $170 and will love it back over $200.

8% weighting in SP500. A ramp to $250 is going to leave a lot of people behind benchmark real fast.

Looking at a lot of names that look like everyone who wanted out has sold and moved on.

As a Catholic, I was fine with Epstein, Iran, Venezuela, the felonies, grab em by the pussy, January 6th, ICE, and Kid Rock but Trump posting himself as Jesus has gone too far!