Part Time Larry

@devahaz Early 2010's was just the right amount of social media / tech for me too

Indie music, better quality coffee/beer/cocktails/food, cool analog/mechanical stuff, everything from the hipster era was good except the fashion

@TheStalwart @Emily_Sundberg True story: my wife actually requests me to play Odd Lots before bed because it helps her fall asleep.

Important, sober read from @Emily_Sundberg on the state of the podcast industry readfeedme.com/p/how-many-pod…

@devahaz Vampire Weekend did something similar last year. They played 2 different sets with different setlists. One was a daytime early afternoon set, and the other was a night set.

Only thing I’m focused on is why is Death Cab listed twice?

@consequence I still remember seeing their "last show ever in the United States". Bonnaroo 2009.

Trent Reznor dropped some major news from the stage during Nine Inch Nails’ concert in Tulsa over the weekend, hinting that the band’s current tour may be their last. “I don’t know if we’re gonna be touring anymore after this, but I’m proud of the show that we’re doing right now,” he told the crowd. consequence.net/2026/03/nine-i…

@aleabitoreddit Been doing well with VPS-related stocks that are popular with coders for a while now $DOCN $AKAM.

Fun Trade Idea: Long $RPI (Raspberry Pi) Reason: 🦞 Openclaw / Picoclaw / Nanobot + Hoarding. Everyone has been openly hoarding Apple Mac Minis and were long Apple. But $APPL is already a $3.7T+ company. Product mass-buying won't make a dent. Raspberry Pi, however, is a 542.68M company. The revenue is material. Feels like markets haven't priced this in since I've seen almost 0 mentions about the ticker on X (but many product mentions). And it's only recently that have the hoarding started Raspberry Pis, as they're much cheaper than $500+ Apple products. They also have their mini $NVDA CUDA-light utility ecosystem that people use. So it turns out these extremely cheap $20 or $200 devices are perfect for deploying mass deploying isolated instances. The reason is for OpenClaw orchestration (so they don’t mess up your device) -> interfacing with a central LLM via API. Before people were just buying 1 or 2 for hobby/education purposes, so revenue has slowing. But now Silicon Valley startups and individuals anecdotally appear to be buying tens or hundreds of these things to run concurrent OpenClaw agentic swarms or do stuff like agentic marketing on Reddit and other places. And no, there are many applications that can't be done by spinning up AWS VPS, so people do it locally (there's TOS around automation/AI bots, so companies setup their own servers). That being said main downside risk is that its - partially foundation owned, and they might not hike rates like $SNDK or $MU does, even if there's extreme demand - Subject to memory price hikes like LPDDR4 component so this is not a major position. However, going forward, revenue should increase due to people buying tens or hundreds of these things for running AI agents. Balance sheet also looks clean with low downside risk: - ~$280M - $300M revenue - ~$75M+ Gross Profit - ~25% Gross Margin - Net income: ~$10M - $15M - Net Cash: $28M Analysts currently project revenue growth closer to 14–17%. But if the demand influx continues, we might see revenue numbers might hit increase from 14% growth to a modest 48-55% if hoarding continues. Consumer segments are roughly 1/3rd of revenue but the newfound buying from Openclaw + variants is a new cataylst nevertheless for re-rating. Especially now that Picoclaw and compressed OpenClaw variants are now able to be run on $20 Raspberry Pis instead of just the Raspberry Pi 5’s. But seems like people just forgot Raspberry PI was a publicly stock as well. The stock price is down 56% 1Y to 542.68M euro MC to an all time low. So this might be that tailwind for a reversal. There's also a non-zero chance OpenClaw is a long term catalyst for Raspberry Pi based, agentic deployments. TLDR: People are openly buying Raspberry Pis and Apple Mac Minis for Openclaw/Picoclaw, so revenue should benefit from increased demand.

@beckerrjon @Cloudflare Thank you sir

added polymarket data to the public dataset. 400m+ trades going back to 2020. 36gb compressed. MIT licensed, free to download via @Cloudflare R2.

CHILDISH GAMBINO taking us to church out here!