Howl America 250

Cognitive Dissonance—a well-established psychological concept where people experience discomfort when new information challenges their beliefs, leading them to resolve it by rejecting the info, rationalizing it away, or attacking the messenger.

@GamewithDave They also don't get ads even when they're paying not to get ads.... well maybe a few previews for movies you forgot existed, but that's kind of nostalgic. Lot less woke nonsense too. No morality edits. Actual entertainment? Crazy!

After years of streaming, people are starting to buy DVDs again because of price hikes, ads, and disappearing content. Fair move?

@historyrock_ Roy Clark was pretty good.

Is Jimmy Page among your TOP 3 best guitarists ever? 🎸

@novusolus People gonna do what they gonna do, and justify it however they like later. We don't have to let them. We don't have to live this way. We all deserve better. Equality means we treat bad and stupid actions the same way, regardless of skin tone.... unless they're rich/famous.

If sorcery is not real how come I can bewitch a negro into breaking the law just by uttering a magical spell?

@novusolus Zombies like brains, like moths like light.

Korea makes awesome nail clippers!

@foratortnight @whatsdamaged @Grim60696847085 @redketchup69 @magills_ No one benefits from chaos.... or do they?

@whatsdamaged @Grim60696847085 @AlohaOasis @redketchup69 @magills_ Exactly. Globalism is literally a result of Britain trying to conquer the GLOBE. The colonization of the planet and replacing “native” populations is only okay when white ppl do it ig? That sounds kinda like…..

In the 1997 Armand Assante version of The Odyssey the great Vanessa Williams (left) was cast as Calypso in the Greek epic and no one was outraged because she was unbelievably hot.

@BarnieTaintpipe Free frosty with every unhinged rant!

Not gonna lie this feels like a reason to be more bullish on the conflict. Progressively seems less like real threats and more like the Wendy’s social media intern

@AndrewM61370616 I hide my many bad decisions under many scars. You'd think I'd be running out of dumb things to do after awhile?

Most of you making fun of benn eifert probably also had at least a 30% drawdown in the last 2 years and could have had clients pull funds if you were managing risk for people. Feels pretty low to just be taking shots at a guy for having a tough run. Idk, just seems shitty.

@redketchup69 @magills_ Racism is cool, like jorts.

@magills_ Thats because i wasnt racist back then, and i am now

@Mcnuggets477 @capital_mindset @ProfJiangX @CulperResearch Free the N word!

@AlohaOasis @capital_mindset @ProfJiangX @CulperResearch Here as a community member recommends you edit this comment to “nigga” or “cracker” (with a hard R) we are not there yet with the N word

$NVDA We need this crossover @ProfJiangX @CulperResearch So look, ok... NVIDIA. *circles NVIDIA* This is a company, ok. They make the COMPUTER CHIPS. You know, inside the computer... there is the chip. Without the chip... the computer is just, uh... a box. Very expensive box. No thinking. No brain. *pause* So NVIDIA makes the brain okkkk.... Now... CHINA. *very slowly circles China* China is a country. Very important country. Big country. Many people. Many factories. Many... problems.. okkk.... And China, ok, they want the chips. But America says, "No no no, you cannot have the good chips." Only the bad chips. Only the chips with, uh... the handicap. Like if you have Ferrari but engine is from Honda Civic okkkk.... *pause, looks at class* So this is what we call... GEOPOLITICAL TENSION. *writes GEOPOLITICAL TENSION in all caps* Now, Culper Research. *circles Culper Research* Culper Research is not a chip company its what is known as a stock company ok..... They do not make chip. They do not make computer. They make... uh... PDF. *pause* Very dangerous PDF. So Culper looks at NVIDIA, they look at China, and they say, "Ah ha. China problem. We short the stock." Now shorting, ok, very simple. You borrow the stock. *draws arrow* You sell the stock. *draws arrow* You pray the stock goes down. *draws very large down arrow* And then if it goes down, you buy it back cheaper and you make money. But if Jensen Huang goes to China and says, "Hello, I sell you GPU again," then the stock goes up five percent and now you have what we call... *writes in huge letters* VERY BAD DAY. *long pause* Now, why is this important? Because NVIDIA is not just a stock. NVIDIA is the center of the global supply chain, ok. You have Taiwan. You have China. You have America. You have semiconductors. You have AI. You have the data center. *starts drawing a messy map* And then, suddenly... *pause* Iran. *circles Iran for no reason* Now you say, "Professor Jiang, why Iran?" Good question. Because Iran has oil. Oil has price. Price has inflation. Inflation has interest rate. Interest rate has discount rate. Discount rate affects NVIDIA valuation. Very simple. *pause* And then, if there is a jihad... *underlines JIHAD three times* Not financial advice, ok, but if there is a jihad, then oil goes up, rates go up, risk premium goes up, NVIDIA multiple goes down, Culper the stock company will make MONEY.. okkkk.... So Culper thesis means NVDA is bad... But if Middle East explodes. But not because of China. Because of jihad against America Empire okkkk.... *pause* This is called... mosaic theory. Any questions? No? Ok, moving on okkkk.....

@Heady_Creek 😂

$KLAR management is a masterclass in not answering questions - transaction margins are terrible and getting worse, they are engaging in aggressive factoring to create "GAAP" profitability, once this squeeze ends there will be no institution willing to step in and defend this pig. I could also see the "squeeze" being short-lived as it is most likely Elliott and participants in the SRT that hold this short as a hedge against their forward flow contract - they don't want equity exposure...

@retardmode NO! Must work 90 hour weeks to have success! Then die young and leave the money to your spouse/kids/government/hospital/funeral director.

ever since i was a little boy i knew i wanted to be unemployed

@redketchup69 60 dollar oil was crazy cheap. 100 plus hurts at the pump compared to 80, but have you bought groceries lately? Anyway, try riding a bike to your email job.

I know it's not popular to not just scream "wow gas prices are insane" but the truth is they aren't. Gas prices have not changed much over 50 years adjusted to inflation, if you smooth out the peaks and valleys. 2026 prices are about the same as 1980 (4.50$) and historically have never trended higher for long periods of time. You feel the spikes because the price is right there in your face 5-6 times per day whether you like it or not. This is like watching your RRSP everyday multiple times a day. It's not healthy, and not representative of your investment performance.

@DMTCapital Software is so last century.

Semis up? Software down. Semis down? Believe it or not, software also down.

Is there hope for Klarna...? $klar

@shawtyis_a_10 Not yet convinced their CEO is the guy to run a public company. Profit and capitalism are good things.

I’ve got an absolute mega banger lined up for tomorrow’s earnings. $KLAR is getting completely overlooked by Wall Street and this stock is way too cheap right now. I think they’re about to shock everyone tomorrow morning with a nasty earnings beat. $KLAR has one of the most visionary CEOs in tech and there’s just no way they fumble two earnings in a row bro.

@RockNRoLL_85 Live and Let Die is better than Spies Like Us... Paul is bloomy. John was gloomy. Different life experiences. Different souls. I think artists can take themselves too seriously. They feel guilty to enjoy their success & life. Sometimes they enjoy it too much. Seek balance.

Is “Maybe I’m Amazed” by Paul McCartney a better song than “Imagine” by John Lennon

@AndrewM61370616 Berkshire should buy one or two of these companies.

Insurance is just starting to look too cheap - names like $KNSL $PGR $AIG $NMIH $ACGL $AJG just seem to be cheap here to the point that I feel I may be missing something. I guess the mkt is pricing in a lot of these cos seeing more competitive pricing/not being able to raise prices? Does anyone have a reason why this industry has lagged so much?