JACK WOLF

#SOS theguardian.com/commentisfree/…

@Minnvestor Just on to double check you weren't located in Russia, India, or something like that. 😀

Portfolio updates, November 2025: Mostly minor changes: Added to $MELI $CELH $HIMX Sold $FN $ATEYY $ONON I'm gradually trimming AI hardware stocks with high downside risk, and it's worked out so far. Sold Advantest for 136, now it's 120. Sold Astera Labs for 197.5, now 143. But these were fringe holdings. I'm still wildly exposed to AI overall. Added to MercadoLibre as a LT GARP holding. This is my most aggressive add this year. Love the consistent growth and diversification (non-AI, non-US). I feel pretty strongly that a new position shouldn't start at >10% allocation, so I don't plan to buy more for now but would be happy to let it ride. Celsius's latest report wasn't great, but it wasn't thesis-breaking either. I still like the theme and how it adds some business model diversity to my port (i.e., low-cost, repeat purchases). P/S is sane, and end-customer sales growth is still double digits. Anecdotally, I've seen more white, rural men in their 30s-60s drinking Celsius this year than ever. Trumpers even. Imo, the company's domestic TAM is still being tapped. Himax's unique COUPE opportunity with TSMC $TSM isn't really a matter of if, or even when, but simply how much customers will take to it according to management. Production is expected to start next year, and a key analyst expects sales to ramp in 27 and boom in 28. Himax and BE Semiconductor $BESI.AS are my two big bets on bleeding-edge advanced packaging. I added to my Himax shares and bought LEAPS (for the first time) expiring 1/28. I'm also opening long-dated call debit spreads in Copart $CPRT. I don't think the sky's the limit like Himax, but I'm willing to bet mean-reversion is more likely than not over the next two years. Fabrinet's capacity constraints and rich valuation (for an assembler) had me spooked. Netted +22% and I'm out. On (the shoes, not chips) was an impulse buy given their high growth expectations. But with an apparel company, I felt like I was fighting investor sentiment AND consumer sentiment, the opposite of how I want to invest. A different game entirely. As always NFA. DYOR. and GLTA.

Signing off... A better life is off twitter.

@rupertsmom1 @PittsburghPG Maybe fix the police department first??? And what unrest are you talking about? A handful of Americans protesting ICE or King Trump?

@PittsburghPG The reason they're there is because of the unrest. Do your reporters cover this issue in Memphis??

As the National Guard enters Memphis, memories of MLK and 1968 unrest resurface post-gazette.com/news/politics-…

@PittsburghPG I guess Trump is in need of another cash infusion from abroad.

Trump calls Colombia’s Petro an ‘illegal drug dealer’ and announces an end to U.S. aid to the country post-gazette.com/news/world/202…

@GOP412 @PittsburghPG The case will be tossed on lack of evidence. Its bullshit what's going down.

@PittsburghPG Found some typos ... and fixed them for ya.

Trump's indictment of New York attorney general Letitia James stirs concerns for Black women leaders post-gazette.com/news/politics-…

@SpeakerJohnson He wants it closed, you idiot.

The First Amendment gives Americans the right to free speech and peaceful protest — it’s one of the MANY things that make America great. But the irony here is obvious: If President Trump were a “king,” the government would be OPEN! Democrats needed a spectacle. Chuck Schumer needed cover. The “Hate America” rally was their attempt at both. Now that Democrats have had their protests and publicity stunts, we hope they come to their senses and end the SCHUMER SHUTDOWN and reopen the government THIS WEEK.

@laralogan Heaven ain't in your future, Lara.

I’m with Ted.

@megynkelly I'll tell you this... I don't think Charlie is in heaven. Nor do I think it's in your future either.

This is what we’re dealing with. Stop commenting on the Young Republicans’ texts. THIS is what WE are dealing with.

@georgesantos No your not. You're a fool and a con. But don't worry, we'll be watching. Prove me otherwise. Become a priest.

Yesterday, I was given something I never thought I’d have again: a true second chance at life. A chance to grow, to change, and to walk a better path. First and foremost, I want to thank our Lord and Savior, Jesus Christ, for never abandoning me. I’m far from perfect. I’ve made mistakes, I’ve stumbled, but I never lost faith in Him. His grace carried me when I couldn’t carry myself, and for that, I am eternally grateful. I also want to express my deepest gratitude to President Donald J. Trump. Earlier today, I had the honor of speaking with him personally, a conversation I will never forget. In that moment, I saw not only the strength of a great leader, but the heart of a man who believes in mercy, in redemption, and in the promise that America gives everyone, the promise of a second chance. His kindness, his humanity, and his generosity toward my family and me touched me deeply. President Trump reminded me that in this country we love so much, no mistake, no hardship, and no fall from grace can take away the possibility of renewal. His faith in second chances reignited my own, and for that, I will be forever thankful. To my friends who stood by me through it all and fought for me when I couldn’t, thank you. Your support, your prayers, and your Advocacy for me mean more than I can ever express. I won’t name names because I’d hate to leave anyone out, but please know that your kindness will stay with me for the rest of my life and I can now truly say that you can make friends whom are real in DC. I also want to make one thing clear: I hold no anger toward anyone, not even my critics. I move forward with humility, with gratitude, and with peace in my heart. Life is too short to waste on bitterness or vengeance. There will be no revenge, no retribution. We are all Americans, and at the end of the day, we all want the same thing, a better, fairer country for everyone. Inspired by President Trump’s work toward peace in the Middle East, I am dedicating myself to doing good, to building bridges instead of walls. My focus will be on prison reform and accountability, ensuring that those in power uphold the dignity and humanity of every person in their care. No one should ever be dehumanized or degraded like I was by the FCI Fariton Warden Kelly and Assistant Warden Nobile. As I step into this next chapter of my life, I do so with lessons learned and eyes open. I do not carry shame, I carry purpose. My goal now is to turn my past into something meaningful, to help create a justice system that truly believes in rehabilitation and second chances. Yes, I am back but I am back as a new man, ready to work and do good.

@SpeakerJohnson Another Trump asshole.

The American people gave Republicans unified government — and we’re DELIVERING REAL, POSITIVE RESULTS. In just NINE MONTHS, President Trump and Republicans have: ✅ Cut taxes for working families ✅ Slashed job-killing regulations ✅ Ended the border and crime crises ✅ Restored peace through strength across the globe What have Democrats accomplished? They’ve shut the government down. See the full interview at: youtu.be/A7LFokxEZ1U?si…

@elonmusk Why should we listen to you, of all people? Gez.

Given that the census counts all persons, NOT just all citizens, for purposes of determining the number of House seats, and the disproportionate number of non-citizens in New England, there are technically a negative number of Republicans elected, as seats were taken from red parts of the country

Sen. Rand Paul says Caribbean strikes ‘go against all of our tradition’ trib.al/eAxziup

@sidhubaba I guess he doesn't realize how fed up the American people truly are, as evidenced by yesterday's civic marches.

Leak time :)

@LindseyGrahamSC Your a fool, Lindsey. An absolute fool.

Had a very good discussion with President Trump today about his commitment to go after those Countries who support drug trafficking against our great Nation. President Trump is tougher than any President in our History, and he informed me that he is going to be hitting Colombia, not only their drug dealers and traders, but also where it hurts, in the wallet. He will be announcing major Tariffs against the Country of Colombia, today or tomorrow. One thing I’ve learned about President Donald J. Trump, and the World is quickly learning, when it comes to protecting the United States of America, he doesn’t “PLAY GAMES.” Those who continue to be involved in narcoterrorism against the United States will pay a very heavy price. Well done President Trump!

Q: "Trump authorized military strikes...in the Caribbean. 20 people have been killed in six different strikes. Do you believe these strikes are legal?" Sen. Rand Paul:" "No...These people have been blown up without us knowing their name or any evidence of a crime."

first they were dangerous Soros-funded antifa terrorists now they're bad dancers

#Physics tells me doom is coming.

Only fools believe trump.

@FareedZakaria Only fools believed his shit.

In his victory lap over the Gaza ceasefire deal, President Trump has been soaking up praise from all quarters. But Prime Minister Shehbaz Sharif of Pakistan stood out. Here's what his effusive speech in Egypt tells us about the world: