HighBetaStocks

@mymomcare They need to be escorted to find new snider trade ideas instead of wasting time at the airport.

Republican and Democratic lawmakers get an escort past the TSA lines. See why they don’t care?

@slow_developer I have 2 words for him: enterprise software! That world is so not impacted by AI, I don’t see how it could change in the next 5 years.

Anthropic Chief of Staff, Avital Balwit in 2024: "the next five years may be the last years i ever work — not because i'm close to early retirement, but because a new technology may soon end employment as i know it" this is very similar to what dario says in his recent essay

@R6RiderF @Han_Akamatsu GameStop is stuck. Not moving at all. It became dead money for my 723 Dec 2027 $20 strike leaps. RC has been trapping both shorts and longs. I wonder what the end game is? Joe many more years we need to wait for a deal to happen? Really frustrating.

@Han_Akamatsu Just like webull, nike and novo 😹 I need more gamestop

$SMCI Co-founder arrested for allegedly smuggling Nvidia $NVDA AI chips to China via a Southeast Asian middleman using fake paperwork and dummy servers to fool compliance teams.. Stock down -12% on after hours and back to $27. This stock seems to never catch a break. 🥲

@Ethprofit Yet ETH dived at the exact moment! wtf!

🚨 NEWS: The SEC just approved Nasdaq’s plan for tokenized securities trading. This is massive for Ethereum Trillions in real-world assets will flow into ETH as tokenization goes live.

Try going to Monterey Park in Los Angeles where everyone is Chinese…. Or El Monte in Los Angeles.. Or many places where there is a cluster of an immigrant minority… None of them will do anything to you. They mind their own business. What is the issue other than you not liking them? And being racist?

The Time I Visited Dearborn, Michigan.

@angelaroosee @lsferguson People are minding their own business. Nobody did anything wrong. What’s the issue? Try the other town in New Jersey. Provide a similar experience to us from there too.

@el_hoko @1Nicdar This happens more often than anyone could imagine… if you’re stuck behind one of the naked drivers, even at highway speeds you start smelling their fumes.

@BetterDays47 @1Nicdar Ones on a cell phone, the others 98 years old, and the third is probably baked out of its mind just vibing.

WTF! - Welcome to Florida! 😎 70 MPH speed limit in Florida is less of a rule and more of a polite suggestion that nobody agreed to follow. Too slow? You’re getting tailgated by a lifted Silverado with LED headlights bright enough to interrogate you. Too fast? Doesn’t matter, there’s already a guy in a beat up Altima doing 95 weaving through traffic like he’s late for something extremely illegal. You try to hold a respectable 75. Immediately passed on both sides. One car has no headlights. Another has its hazards on for no reason. Somehow both are going faster than you. And then, out of nowhere, Brake lights. Not gradual. Not polite. Just a full interstate wide decision to stop all traffic flow for 30 seconds. No accident. No construction. No explanation. Just vibes. You finally get moving again and think, "Okay, we’re good." Wrong. It starts to rain. Not normal rain. Florida rain. (IYKYK) The kind that erases the road, your mirrors, your sense of direction, and any belief you had in visibility. Wipers on max, still losing the fight. Meanwhile, someone flies past you doing 85 like they’ve got sonar. And just when you think you’ve seen it all, there’s a gator in a retention pond right next to the highway, watching traffic like it’s judging your driving choices. No toll booth warning. No buildup. Just vibes and consequences. Your GPS says "arrive in 2 hours." Florida says, "Depends, you surviving the storm or the drivers?" And somehow, through all of this … There is STILL someone camping in the left lane going exactly 70 like they’re honoring the Constitution. Welcome to Florida highways. Where speed limits are optional, weather is aggressive, and every drive feels like a group project with people who did not read the instructions.

@Liberty_Xtreme @EmilySommeryyzz @AtRealBen 1/day free, then 1 report = 1 cent. If they are willing to go the crea mile to silence someone, at least they should pay for it.

@BetterDays47 @EmilySommeryyzz @AtRealBen I can agree with that, or at least a CAPTCHA per report

BREAKING: An Indian mass-reporting Telegram group called 'Indian Cyber Defenders' appears to have successfully gotten the Head of Product at X suspended.

@Alex_TheAnalyst We were in a work session and the person with keyboard avoided typing even keywords with few letters in them. He tried so hard to only copy/paste. It made everything so irritating for everybody. The habit of copying things is so strong that some people forget they can type.

I'm going to call this right now. We are going to have a large population with absolutely no critical thinking skills if they blindly trust AI for everything. We have all already seen it. They don't validate outputs. They don't really understand anything. They just ask questions, it looks good, and they go with it. There are going to be huge issues in every company as this continues over the years. The amount of technical debt and knowledge gaps are going to be insane. So much opportunity if you actually know what you're doing.

@Liberty_Xtreme @EmilySommeryyzz @AtRealBen Even verified accounts should not be able to report many posts. For any verified user there should be max 1 report in a rolling 24 hour window.

@EmilySommeryyzz @AtRealBen This could be a good thing. Maybe he will see that they need to make it to where only verified accounts can report people and be taken seriously.

These fuckers are destroying corporate America. They nuked the meritocracy in corporate America. Now they are getting even more powerful because for too long everyone tried to be politically correct. My post will probably be mass reported and maybe my account will be hit with shadow banning or worse. But i can’t remain silent. Meritocracy and equal opportunity has been significantly eliminated from Fortune 500 companies in favor of a tribal, multinational, ethno-centric group of people from a certain country. This must be stopped and reversed to western values again!

@Parodyjeffx @LauraLoomer Who’s she going to blame it on?

She survived the dog’s food but didn’t survive the Indian food. @LauraLoomer

@burrytracker I sold AMPX-ws warrants for 12 cents and they are 9 dollars after 1 year! I had nearly 700k of them. Sometimes you touch luck and go… it’s not meant to happen maybe.

Sam Bankman-Fried had the best venture portfolio in history What SBF bought vs. what it's worth today: • Anthropic: $500M → $30.4B (+5,980%) • Robinhood: ~$546M → $5B (+816%) • Solana: 60M SOL at ~$8 → $5.3B at $89 (+1,012%) If he did nothing illegal, he'd be worth $40 billion today Instead he's now he's inmate #37244-510

@Han_Akamatsu It must not be open 24/7. Say goodbye to margin accounts. Same tricks played in forex and crypto exchanges will target low liquidity windows for violent extreme moves to force liquidation! This must not happen. People will go back to casinos instead.

Is it only me that’s thinking that the Stock Market should not be open 24/7?

Folks selling off $NBIS on a private offering of $3.75 billion that matures in 5-7 years should have their trading accounts revoked for 5+ years until they show competency.

For every 10 dislikes a person issues, an automatic dislike should be recorded against him. This will ensure bad operators get a collateral and reflective damage from excessive use of dislikes. Also there should be a limit for how many dislikes a person can issue in a rolling 24-hot window. We cannot have robots gangs brigading and disliking certain posts because they hurt a snowflake’s feelings. If a bad actor accumulates a lot of dislikes through their own actions or others disliking his posts, visibility could be limited. Limiting visibility of those giving too many dislikes makes sure a person acts responsibly before disliking other’s posts.

@yacineMTB If you’re conflating a feedback button to collect training data (that does not decrement Like count) with a Reddit downvote button, you are just looking for a reason to be mad about something.

If they actually do this, it is going to turn the website into reddit. They should never, ever, ever, ever do the dislike button.

The 40 Percent Rule: How Organizations Quietly Lose Competence There is a rule of thumb that has been passed around operations and turnaround circles for decades. It is rarely taught in business school anymore, but those of us who have watched organizations get gutted by private equity or aggressive cost, outsourcing, and offshoring have seen it play out repeatedly. We are all witnessing it ...because Financial folks aren't aware of it and think a warm body is all an org chart needs. It starts with layoffs justified for financial reasons. About three months later the first cracks appear. The experienced people who kept systems running through undocumented workarounds and tribal knowledge are gone. The new staff assumed those tasks were obvious. The organization hobbles along at first, but the clock has started. Then the 40 percent rule kicks in. Any organization that replaces more than 40 percent of its core technical and operational personnel within a 3 yr period, typically crosses into intellectual bankruptcy roughly two years later. By year three the loss of institutional know-how becomes irreversible. The company breaks down into silos that spend most of their time firefighting until competitors take their customers or the organization slowly decomposes. This pattern is not theoretical. It has been observed across multiple large corporations over the last century whenever finance or HR fully takes over hiring and firing decisions. Amazon is currently tracking this trajectory in real time. Microsoft appears to have passed the point several years ago. From an engineering perspective this is straightforward systems failure analysis. Tacit knowledge - the undocumented glue that holds complex operations together, cannot be transferred or recreated at the same speed it is removed. When you lose too much of it too quickly, the remaining staff no longer have enough context to rebuild what is missing. The decay then becomes self-reinforcing. This explains why so many organizations that looked healthy on paper suddenly begin missing deadlines, burning cash, and losing market position two to three years after major workforce reductions. Downtime events, meetings to say- we cant do that any longer (as if it were intentional). The balance sheet improved for now. The institutional competence did not. Yes the balance sheet always improves because it takes a while for customers to find a new source and for the new companies to form to take the business. Engineers usually see the warning signs first because we are the ones forced to keep undocumented systems alive long after the experienced people are gone. Real question for the engineers, operators, techs and turnaround people reading this: What was the earliest operational signal you noticed when your organization crossed the 40 percent threshold? Comment if you have experienced similar below. No names needed - just the signs you saw on the ground. Bookmark this if you have watched a once-strong company slowly lose its ability to execute after heavy cuts. Tech Wednesday

@mvcinvesting Not bad. I am happy. Convertibles are priced at 129, 159, 181, 183. I will watch these levels for crazy up-down moves these arbitrage desks will cause to extract volatility. Short term 129 is huge resistance.

🚨 $NBIS announces pricing of upsized private offering of $4B of convertible senior notes. - $2.25B due in 2031 at 1.25% interest - $1.75B due in 2033 at 2.625% interest Conversion prices: 2031 notes: ~$183/share (~57.5% premium to yesterday's close of $116.33) 2033 notes: ~$181/share (~55% premium) Potential dilution (if fully converted, based on YE2025 shares outstanding): ~8.7% Overallotment option: Up to additional $600M available, potentially bringing total to ~$4.6B. Net proceeds: ~$3.96B (~$4.55B if overallotment fully exercised). Overall, I’m quite happy with these terms.