Tier88

This war can be summed up by a single sentence from Netanyahu's 1993 book, A Place Among the Nations. "The task of Israel’s leaders is to try to convince the American government that it is in the interest of the United States to follow policies that cohere with Israeli interests, not vice versa." It's almost like they say it right to our faces!

@FirstSquawk tipping at starbucks is such bullshit

STARBUCKS EXPANDS TIPPING AND ADDS BONUSES TO BOOST BARISTA PAY - WSJ

To the people of the United States of America

@FirstSquawk sick, retail can finally get a piece for 117x sales

SpaceX Revenue — $15B, targeting a $1.75T valuation

@GabGrowth yup...anyone victory lapping that they called it, trimmed at the top, is miraculously sitting on a large cash position, etc is an auto block for me

The more time I spend on X, the more I realise there are very few truly long-term investors here. Much of this comes down to incentives. On X, the prerogative is to always appear right, being in assets that are rising, and constantly rotating into whatever is “hot” next. There is nothing inherently wrong with that. Many are honest about being swing traders, or simply prioritising capital preservation. But that is very different from long-term investing. Long-term investing is often uncomfortable. It means sitting through drawdowns, looking wrong for extended periods, and holding positions even when there is no immediate catalyst. It requires deep conviction that cannot be borrowed, and perhaps more importantly, requires indifference to short term noise. The problem is that this behaviour does not translate well on a platform that is optimised for attention and immediacy. Patience looks like inactivity while conviction appears as stubbornness to outsiders. Quite naturally, this results in most gravitating towards what is rewarded. That is why there are so few long-term investors, precisely because the environment doesn’t favour them.

@investing_bear nice, any meaningful portfolio changes since last update?

Enjoyed chatting with Tim Beyers! Apple link: podcasts.apple.com/us/podcast/epi…

@rubicon59 Abysmal

X search is so bad :-(

@Variety rip legend 🙏

Chuck Norris, the martial arts champion who became an iconic action star and led the hit series “Walker, Texas Ranger,” has died. He was 86. Norris was hospitalized in Hawaii on Thursday, and his family posted a statement saying he had died Friday morning: It is with heavy hearts that our family shares the sudden passing of our beloved Chuck Norris yesterday morning. While we would like to keep the circumstances private, please know that he was surrounded by his family and was at peace. To the world, he was a martial artist, actor, and a symbol of strength. To us, he was a devoted husband, a loving father and grandfather, an incredible brother, and the heart of our family. He lived his life with faith, purpose, and an unwavering commitment to the people he loved. Through his work, discipline, and kindness, he inspired millions around the world and left a lasting impact on so many lives. While our hearts are broken, we are deeply grateful for the life he lived and for the unforgettable moments we were blessed to share with him. The love and support he received from fans around the world meant so much to him, and our family is truly thankful for it. To him, you were not just fans, you were his friends. We know many of you had heard about his recent hospitalization, and we are truly grateful for the prayers and support you sent his way. As we grieve this loss, we kindly ask for privacy for our family during this time. Thank you for loving him with us. variety.com/2026/film/news…

@fivepointscap what are you basing that on?

It’s funny that $SE won’t get credit for insider buys, but it’s because the executives already have all their money in the stock 😂

@RyshabTalks HY9H

@Elevate881 have to try it, not on my radar yet. what is the ticker?

Stocks with Quant Score above 1 - as of Mar 14, 2026 Here's the legend: 15% - Tier 1 Allocation 10% - Tier 2 Allocation 5% - Tier 3 Allocation R - High Risk Play V - Valuation Issue M - Maybe a good investment N - Not interested in sector - mostly healthcare 37 names makes the cut $ONDS $NBIS $SNDK $CRDO $AVGO $MU $PLTR $NVDA $IREN $APP $FENC $ALAB $BE $AMPG $KRYS $LITE $FIGR $RDDT $AAOI $DAVE $ETON $MELI $PLMR $SEZL $TVTX $HALO $SNOW $TARS $MDGL $PHAT $ZVRA $RYTM $LMND $HNGE $NOW $HOOD $DCTH You can see all the 11 names I own - they all have a percentage allocation next to it. Ideally I like to own businesses above 1.5 quant score. From this list, it should also be very clear the names that are at risk of dropping out of my portfolio. It's a system now. I run this every weekend and make changes as needed over the next week. That's it.

@jaynitx legend!

>be Travis Kalanick >born 1976 in Los Angeles >middle class, San Fernando Valley 1998: >co-found Scour >peer-to-peer file sharing >like Napster but for everything >Hollywood notices >they don't like it 2000: >33 entertainment companies sue >$250 billion lawsuit >company goes bankrupt >you're 24 >first company: destroyed by lawyers 2001: >start Red Swoosh >same technology, legal this time >grind for 6 years >company almost dies multiple times >sleep on floors >keep going 2007: >sell Red Swoosh to Akamai >$19 million >your cut: about $2 million >not rich, but free 2008: >vacation in Paris with Garrett Camp >can't get a cab >Garrett: "what if you could request a car from your phone?" >the idea sticks 2009: >co-found UberCab >start in San Francisco >push a button, get a ride >simple >revolutionary 2010-2014: >regulators threaten shutdown >you launch anyway >create demand, let users scream at politicians >politicians back down >repeat in every city >growth at all costs the tactics: >Greyball: identify regulators, show them fake cars >Hell: track Lyft drivers, poach them >move fast and break things >break a lot of things 2016: >Uber valued at $70 billion >fastest-growing startup in history >you own 10% >on paper, worth $7 billion 2017: >everything collapses >Susan Fowler's blog post >sexual harassment, toxic culture exposed >your mom dies in a boating accident >dad seriously injured >five days later, investors hand you a letter >demand you resign >you're getting coup'd >by people you made rich the manifesto (years later): >"I left Uber in 2017 heartbroken" >"I had been torn away from an idea and a movement I had poured my life into" >"an investor decided to exploit this vulnerable moment" >"I bled, but I did not perish" 2017-2018: >sell most of your Uber stake >$2.7 billion total >start something new >but go dark >full stealth City Storage Systems: >the name nobody recognizes >purposely obscure >employees not allowed to put it on LinkedIn >thousands of employees >invisible company >"we've been in stealth mode for eight years" CloudKitchens: >ghost kitchens for delivery apps >no dining rooms, just cooking >raise $400 million from Saudi Arabia >"can you get prepared food delivered so efficiently it approaches grocery store cost?" >"if you do, you do to the kitchen what Uber did to the car" March 2026: >emerge from stealth >rename everything to Atoms >not just food anymore >robotics for food, mining, transportation >"gainfully employed robots" >specialized machines, not humanoids >"the industrial thing is probably our main jam" the portfolio: >Atoms Food: "infrastructure for better food" >Atoms Mining: "more productive mines" >Atoms Transport: "wheelbase for robots" >acquiring Pronto, Anthony Levandowski's autonomous mining startup >yes, the guy from the Waymo lawsuit >the band is getting back together the backing: >reportedly has major support from Uber >the company that kicked him out >now funding his return >irony is not dead the manifesto: >"I got back up and fought my way back into the arena" >"back to my calling" >"back to building" >"digitizing the physical world is my life's work" from $250 billion lawsuit at 24 >to building the biggest startup in history >to getting coup'd at 40 >to eight years in stealth >to emerging with thousands of employees and robots Travis Kalanick. the most aggressive founder of his generation.

@7LukeHallard why do you keep isrg and rklb as large positions if your conviction is lower on those names than much of the rest of your portfolio?

@DavidSacks this is the dumbest take ever...how you've fallen Sacks...

This is a smart strategy. Thanks to President Trump, the U.S. is energy independent. The countries that actually depend on Gulf oil should apply pressure to reopen the strait.

@davey_juice why don't you post your returns?

@WhiteHouse Long time maga supporter…this is embarrassing. Admin broke every promise and now is posting cringe slop like this. Disgraceful. I’m out

UNDEFEATED.

Nick Sleep's best diagnostic for any investor, value or growth: To the value investor: "What about your process would have stopped you from owning K-Mart for twenty years?" It was always cheap. It was always a terrible investment. To the growth investor: "What about your process would have stopped you from selling Wal-Mart?" It always looked expensive. It never was. The answer to both questions is the same: stop analyzing the outputs of a business and start analyzing the engine. See the investment not as a static balance sheet but as an evolving, compounding machine.

I don't understand this part: "Can Shopee afford not to put an active defence? This question is actually debatable. Shopee could choose to reduce the vouchers, let the market share slide in the short term, while building up core capabilities beyond Monee and logistics. That would make Sea as a group much more profitable for the next few quarters, and the moat deeper for the long term." how would letting marketshare slide deepen its moat? and what "core capabilities" is the writer referencing?

Sea group shares dropped 16% - what happened to Shopee? thelowdown.momentum.asia/sea-group-shar…

@kejca Respect! Their stock is barely down and he’s buying…software stocks fall 80% and most ceos haven’t bought a share

Berkshire Hathaway CEO joined CNBC's Squawk Box this morning and shared two big pieces of news: (1) Berkshire started repurchasing shares yesterday for the first time since May 2024. Abel consulted with chairman Warren Buffett before making this decision. (2) Abel used his entire after-tax salary to purchase 21 Class A shares for $15.3 million. Not only that, but he also committed to doing this every year that he is CEO. "I can't imagine any other corporate leader doing this," said host Becky Quick.

@the_zack_zhu all this writing and you own no stocks? 🤨

I think $SE got a solid quarter. My long time follower know I have own no stocks for a long time. I just add a small position in $SE. Will continue to add if it slide more.