Ralph Atkinson MD

Pro tip: The most powerful thing in the world is a smile. @sbernsteinmd

@ClayTravis Hmm. Sounds like a good job for recipient.

I sucked a guy’s dick — either legitimately or metaphorically — and now know eight minutes before the team announces a trade via email release isn’t really that important of a job.

There should be a deeper conversation about sports media reporting — “scoops” that would become news no matter what — trades & contract news for instance — isn’t actually that important or even really reporting. It’s just access trading.

@CNBCFastMoney We are the world, we are the quantums.

@GuyAdami get Tim or Dan to say Orange J*sus if y’all discuss healthcare. I’ll send $1K to your favorite charity.

@GuyAdami make Dan say Orange Jesus when y’all discuss healthcare. And yes healthcare is one word.

@jwynn9154 @AlanHawxbyMD What is copay on healing hands? Can you pay w/ HSA?

@AlanHawxbyMD Or white robes . . .

No. Doctors don't wear a red sash.

@MrWBond Yes. Anecdotes replace real research.

@rcamd Anecdotal stories. Probably true.

I couldn't get through all of these tweets about the reading attention span of today's college kids.

@JerryPikePhoto @BocaChicaGal @NASASpaceflight Space is hard.

An apparent anomaly has occurred at Blue Origins 2CAT testing facility, damaging the roof in the process

. So if you work for a Center of Whatever you’re an expert. Anyone vet these centers and their opinions?

@dan_themandan @wesbury And TN!

@wesbury Florida, Texas, South Dakota and Wyoming all have zero state income tax and full Republican control of government. I’d start my Zillow search there.

I will leave. It may be a rounding error in $4 billion, but they will get less than they think. Income tax overhaul in Colorado clears first hurdle, as revised estimate puts tax hike at $4 billion - Colorado Politics coloradopolitics.com/2025/12/03/inc…

@ddiamond @joshweinfuss Wow. Awesome story.

Full story from ESPN's @joshweinfuss here. RIP to the bird. espn.com/mlb/story/_/id…

Some amazing quotes in this story about Randy Johnson's pitch that blew up a bird mid-flight, 25 years ago. Calvin Murray (Kyler's uncle) was at bat.

@alt_w_v_g Cancel once a year and they let you have it for < $8/month which makes me happy for now.

Ran some diligence on SiriusXM this weekend Not because anyone asked Because my 14-year-old nephew connected his phone to my car via Bluetooth, played a Spotify playlist, and asked me what the "SXM" button was for I didn't have an answer So I pulled the 10-K SiriusXM is an $8.56B revenue company with nearly $10B in debt and a $7.4B market cap Read that again The debt is larger than the company Their business model, simplified: 1. Pay automakers to install radios nobody asked for 2. Give every new car buyer a free trial they didn't request 3. Hope they forget to cancel 4. Charge them $25.99/month for something their phone does for $10.99 That's it. That's the model. They have 33M subscribers. Sounds impressive until they lost 301,000 self-pay subscribers last year. And hundreds of thousands the year before that. Revenue has declined three consecutive years The average subscriber is 35-64, male, household income over $150K. Over half have been paying for 10+ years. These aren't loyal customers These are people whose spouses haven't noticed the $25.99 charge on the Amex yet The crown jewel of the portfolio is Howard Stern. They pay him roughly $100M a year. He works three days a week. His show averages 125K daily listeners. That's $800 per listener per year My analyst did the math three times because he thought he was wrong He wasn't For that price, you could buy each listener a Spotify family plan, an Audible subscription, and still have enough left for AirPods Speaking of Spotify. Nearly 290M premium subscribers. Growing double digits. $10.99/month. Available on every device ever made. SiriusXM. 33M subscribers. Shrinking. $25.99/month. Requires a satellite. Spotify's full-year revenue grew 19%. SiriusXM's declined 2%. Spotify trades at 74x earnings. SiriusXM trades at 5x. The market is not confused about which direction these businesses are headed Their growth strategy is called the "trial funnel." There are 7.3M people driving cars with free SiriusXM trials. The conversion rate is not publicly disclosed. Probably because it's embarrassing They have 180M "enabled vehicles" in the U.S. They have 33M subscribers. That's an 18% attach rate on hardware they already paid to install. 82% of the cars with their radios in them are generating zero revenue In any other industry an 18% hit rate gets you fired In satellite radio, it gets you a seat on the NYSE Adjusted EBITDA margin is 31%. Looks healthy. Until you realize "adjusted" is doing a LOT of heavy lifting in a company that posted a $2.08B net loss the year prior. Adjusted EBITDA was $2.73B that same year The distance between those two numbers is called addbacks And they're working overtime 2026 guidance: flat revenue, flat EBITDA, slightly fewer subscribers. The CEO called this stability and meaningful progress. On Wall Street, we call this managed decline Warren Buffett owns 35.4% of this company. This is the most confusing part. The man who said "be fearful when others are greedy" bought a satellite radio company in the age of Bluetooth. His entry was a Liberty Media arb play that accidentally became a long-term hold. The stock is down over 50% from its highs. I don't know why he's still in. You don't know why. His shareholders definitely don't know why. The bull thesis: SiriusXM has 33M people who have been paying $15/month for a decade and have no plans to stop. That's $6B in recurring revenue from people who may not even remember they're subscribed. Churn is 1.5%. Lower than most SaaS companies. The bear thesis: Every teenager alive today has never used a car radio Both are probably right SiriusXM's competitive moat is not content. It's not technology. It's not brand. It's the 47 minutes it takes to cancel over the phone SiriusXM isn't a bad company. It's a case study in what happens when your moat is consumer apathy and your growth strategy requires General Motors. Plz fix. Thx. Sent from my iPhone

@jimnnicksbbq I made an order for carry out. I got to the restaurant and had to come inside as they would not serve me from the drive-through. How does that make sense?

@VUSFL2018 @MamieWeaks NIL would blow Willie’s mind.

@CNBCFastMoney @GuyAdami @karenfinerman @grassosteve I’m still confused…

A tale of two markets? @GuyAdami, Dan Nathan, @karenfinerman and @grassosteve make sense of mixed messaging coming out of stocks and bonds—and what it could be signaling about the direction of the economy. cnbc.com/video/2026/03/…

@SumnerSevereWx Thursday winds?

Weekly Outlook! - Big cooldown today after the warm weekend - Breezy + dry = elevated fire danger across Middle TN - Quiet weather tonight through Tuesday - Could be near record warmth by Thursday - Next rain chance comes Friday with a front - No severe weather expected

@CarterBWorth Tesla thoughts?

@CNBCFastMoney @CarterBWorth @GuyAdami @timseymour @karenfinerman Commentary meh. This is all TACO. Call it. @GuyAdami @timseymour

A ripping rally cut nearly in half by the close... @GuyAdami, @TimSeymour, @KarenFinerman, and @CarterBWorth trade today's action as investors gauge whether the war in Iran is close to ending cnbc.com/video/2026/03/…

@ErinTDOT Seriously??? Contract should be for nite closures 8pm-5am

RUTHERFORD CO: Tomorrow, from 11 a.m. - 4 p.m., there will be WB closures of lanes 3 and 4 on I-24 near Exit 66 (Sam Ridley Pkwy) for milling and paving operations.

@MrWBond @CMichaelGibson @llcoolj Barbershop HTN effort makes more difference. Rap and lipids? Meh

@CMichaelGibson Is that @llcoolj ?

Was on a “Hip Hop and Health” panel today talking about restoring trust in the medical system, access to care and checking in for a check up before you check out due to lack of prevention …