Scour

NFT market right now

@TheBasisReport @joshua_goodman_ @justalexoki Bring that down by 30% and you are right

@joshua_goodman_ @justalexoki Absolutely not. Her bosses are probably making that but she is an ED. EDs are more like 700k on a bad year 1 million on a good year

permanent underclass goyim really think a few million dollars is life changing money for a high level banking executive

8 fiction books more addicting than scrolling: 1) Project Hail Mary by Andy Weir

$NVDA just told you exactly where to invest your money. They just poured $4 billion dollars into photonics. Here are 10 of the most important photonics companies you need to be aware of: 1. $LITE - Lumentum (Lasers) The laser source that powers photonics interconnects. NVIDIA just invested $2B with a multibillion-dollar purchase commitment for advanced laser components. Building a new 240,000 sq ft InP laser fab in North Carolina. Added to the S&P 500. When NVIDIA writes a $2B check to secure your supply, the market is telling you something.

A list of 38 robotics startups raised $50M+ in 2026. All likely hiring:

@DGMD22 @kobrakao Bro lol this is the hardest hopium so far

Few people understand that the setup is quite easy here for NFTs to make new all-time-highs. Yes, I'm talking about BAYC going to 160e+, Punks the same. Why? Because nolstagia has been built, culture is embedded. People are truly COLLECTING now. They are not speculating. They don't need utility to say 'I'm never selling'. Confirmation cycles (2nd cycle ramps) are powerful things, because if they come back stronger a second time, they are likely increasingly valuable assets forever.

Had a Jane Street interview in 2013 that still bothers me. It was my 6th round. Final interview. The guy walks in carrying no laptop, no notebook, just a cold brew and what I later realized was a single IKEA tea candle. He writes on the whiteboard: food: $200 rent: $800 utilities: $150 candles: $3,600 family: dying Then he turns around and says, “Optimize.” I laughed because I thought it was a culture-fit bit. He did not laugh. So I said, “Well, obviously you spend less on candles.” He says, “Assume candles are non-discretionary.” Okay. I start building a model. Basic constraint satisfaction. Family survival as a soft penalty. Candles as a state variable. Maybe there’s an arbitrage where you buy wholesale paraffin and convert the $3,600 line item into inventory. He stops me. “You’re thinking like a consultant.” That’s when I knew I was in trouble. He says, “Give me a bid-ask on family dying.” I say, “What?” He says, “You’re long candles, short family. Where do you make markets?” I try to recover. I say the real issue is liquidity: rent and utilities are fixed, food is elastic, candles are emotionally inelastic. Therefore the optimal strategy is to securitize future candle enjoyment and borrow against it. He nods for the first time. Then he asks, “What time do you sell the candles?” I say, “Whenever the market is liquid?” He says, “Be more specific.” I say, “Uh… 10 a.m. Eastern?” For the first time, he smiles. He goes, “Every day?” I say, “Every day.” He says, “In size?” I say, “In size.” He says, “And what do we call that?” I say, “Market manipulation?” The room gets very quiet. He looks disappointed and writes something down. “No. We call it providing liquidity to candle ETFs during the U.S. cash open.” I try to save it. “Right. Of course. The family isn’t dying because we underfunded them. They’re just experiencing temporary price discovery.” He nods again. Then he points back at the board. I had missed it. The utility bill was $150, but candles provide light. You can zero out utilities. I update the budget: food: $200 rent: $800 utilities: $0 candles: $3,750 family: still dying, but now in a more capital-efficient way He says, “How confident are you?” I say, “0.95.” He smiles and circles candles. “0.95 huh?” Then he asks me to estimate how many leveraged longs get liquidated if we dump $3,750 of candles at 10:00:01 every morning for 90 consecutive trading days. Needless to say I did not get the offer.

@kjoules What kind of changes?

HSBC is considering making changes to a longstanding Hong Kong perk in which staff in/above the mid level are entitled to subsidies that cover 95% of school fees for each child: up to HK$220,000 in primary school and $300,000 in secondary school per year bloomberg.com/news/articles/…

Polo Ralph Lauren, 2026

@chartchameleon7 @NFL_DovKleiman Murray going 1 and where he’s now is exactly why Pavia wasn’t drafted.

@NFL_DovKleiman Kyler Murray is the same size didn’t when a Heisman and was the number one pick of the 2019 draft I think this may be because he wants to be his own agent and doesn’t have an agent. Maybe teams were turned off by that but this is a bit absurd considering Kyler went 1 in 2019

Heartbreaking: Vanderbilt star QB Diego Pavia becomes the first Heisman finalist since 2014 to go undrafted. Pavia invited all his friends and family to watch the draft together in hopes of getting a call. The setup for his draft party 😔💔

@FiohoopsPix @MLFootball Lulz

@MLFootball Just a couple of things: 1: He is 5’ 4” tall 2: He is not good at football

TRENDING: Diego Pavia’s combine tape has resurfaced after he went undrafted in the #NFL Draft… Many fans believe this is what lowered his draft stock. What do you notice?

Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count 3. $TSM - backbone of semis/ai 4. $COHR - They do everything vertically integrated + captures optical cycle 5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now. 6. $DRAM - memory exposure for samsung/sk hynix 7. $AVGO - hyperscalers dont like nvidia gpu tax 8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time 9. $ARM - AGI CPUs scale revenue quite a bit over the next decade 10. $TSEM - you're going to need a foundry for light based stuff 11. $IBIT - bitcoin, we all know by now 12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google. 13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it. 14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america 15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild. 16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act) 17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon. 18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well. 19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important 20. $FN - Someone needs to assemble optical stuff 21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight? 22. $MP - American rare earths program is extremely important, similar to $INTC national security risks 23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long 24. $SMTC - LRO/LPO transition 25. $POWL - US alternative to hammond for switchgear DC type bottleneck 26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors. 27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains 28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity. 29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine. 30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE Just throwing out other thoughts aside from $AAOI and $AEHR.

@sggenya What’s with these pants man they are atrocious

女友達に褒められた アラサーカジュアルコーデ4選

@RURU_WooStore Omg these pants look like shit

海外スナップから学ぶ 季節の変わり目に活躍する レザーを使ったコーディネート

@CarlosMoralesG_ Chatgpt can write 2x better article. Without links and explicit product references (incl photos) posts like this drive 0 engagement sorry

Are you struggling to find the perfect jeans? Must read this article before your next purchase. I just wrote the ultimate guide that breaks down exactly what to look for in the perfect pair: fit, fabric, durability, and style that lasts.

@4AAAAart Grossly mispriced for its quality

Source theanthology.net/about

A new clothing brand I discovered: The Anthology. A Hong Kong based brand specialising in bespoke tailoring and classically inspired leisurewear 🇭🇰

@kjoules How come my gyno drives a g wagon and lives in old peak road?

Hong Kong registered a total of 2,247 births in the month of February • Disregarding the interruption in registrations due to the pandemic, it is the lowest monthly figure in decades. • Hong Kong is on pace to register fewer than 30,000 births in 2026, the first time since 1945

GitHub Repo: github.com/santifer/caree… Hit the notifications on for useful AI tools.

If you want to build a startup: - Claude = coding. ($20/mo) - Supabase = backend. (Free) - Vercel = deploying. (Free) - Namecheap = domain. ($12/yr) - Stripe = payments. (2.9%/transaction) - GitHub = version control. (Free) - Resend = emails. (Free) - Clerk = auth. (Free) - Cloudflare = DNS. (Free) - PostHog = analytics. (Free) - Sentry = error tracking. (Free) - Upstash = Redis. (Free) - Pinecone = vector DB. (Free) Total monthly cost to run a startup: ~$21 Still any excuses?

14 minutes. That’s all it takes to stop building fragile AI agents that break the moment things change. This Anthropic engineer shows what actually matters: structure > prompts systems > hacks thinking > tools Watch it once. Apply it forever.

@2chbook Its pretty gay