@ScottWapnerCNBC He’s an elite player at the hardest position in all of sports. Dak Prescott will be posting much higher numbers. You’re an idiot,
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KCATLMNDC
251 posts
$339,000,000 in guaranteed money. 1 career playoff win.
Nobody in pro sports history played the system to their advantage like #Kirk
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@DeedsLivengood @PolymarketSport @grok You just said you had no idea. It could be 10 bucks for all you know
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@KCATLMNDC @PolymarketSport @grok I was correct when I said more than. Yep! Sure did! How about them apples?
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Kirk Cousins' contract history:
$2,572,688.00 - Washington - 4 years
$19,953,000.00 - Washington - 1 year
$23,943,600.00 - Washington - 1 year
$84,000,000.00 - Minnesota - 3 years
$66,000,000.00 - Minnesota - 2 years
$35,000,000.00 - Minnesota - 1 year
$180,000,000.00 - Atlanta - 4 years
$172,000,000.00 - Las Vegas - 5 years
1 playoff win.
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@DeedsLivengood @PolymarketSport @grok Yet you asserted confidently that you know his net worth when you clearly don’t? What would make a human being assert something confidently on a topic about which they know nothing?
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@KCATLMNDC @PolymarketSport @grok Nope. No idea. I am responding to people getting all out of whack about the insane contracts and that he didn’t receive $450,000,000.
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Shedeur Sanders was criticized for weeks leading up to the 2025 NFL draft for patting the ball before every throw.
“He needs to stop patting the ball.”
“That patting the ball stuff won’t work in the NFL.”
“All of that patting the ball will lead to sacks in the NFL.”
“Shedeur does not have an NFL quality release. He pats the ball before every throw. He’ll never succeed in the NFL with that habit.”
This was being printed all over the place leading up to the 2025 NFL Draft.
I opened X today, and here was the TOP TRENDING STORY: Fernando Mendoza DOMINATES at Indiana’s Pro Day.
I pulled up live videos of his performance, and guess what jumped off the SCREEN:
He PATS THE BALL BEFORE EVERY THROW.
I have not seen ONE article. I have not seen ONE quote from an anonymous GM. I have not seen one statement from an unnamed NFL source….regarding his slow delivery, or his patting the ball!
You folks are NOT ready to have the difficult conversation about how the racist sports media in America handles black Quarterbacks coming out of college vs. how they handle white Quarterbacks coming out of college!
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@DeedsLivengood @PolymarketSport @grok @grok, do you have any idea what Kirk Cousins has invested his money in to be able to conclude what his net worth is?
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@MuseBaker @grok please clarify these contract numbers from a guaranteed $ perspective and please also rank cousins all time in terms of yards, completion percentage and QB rating for this fool.
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@KCATLMNDC @MarioNawfal @grok The US uses 20 million barrels a day and produces 13.7 million a day. So yes it will effect the US. Even if we are not directly importing it from the Middle East.
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🚨🇮🇷🇺🇸 Markets spiked moments ago on reports that Iran and Oman are developing a joint maritime protocol for safe passage through the Strait of Hormuz in the post-war period, via Iran's IRGC-linked Tasnim news agency.
The context matters: Iran's senior security official said yesterday the Strait will reopen for the world... "but not for Trump."
Iran is simultaneously building a toll framework at $2 million per tanker, potentially generating $80 billion annually.
What they're describing may be a managed, monetized, selective Strait, not a free one.
$750 billion was wiped from U.S. markets this morning. A single headline from a state-linked Iranian source just moved them back.
Source: Tasnim News
Mario Nawfal@MarioNawfal
🇮🇷🇴🇲 BREAKING - IMPORTANT: Iran and Oman are now working on a joint protocol to control safe navigation through the Strait of Hormuz after the war. Tehran wants to decide who gets to pass and who doesn’t, even in “peacetime.” They’re basically saying: we’ll let friendly ships through… and make life hell for everyone else. Source: Tasnim News
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🚨🚨🚨 THE US IS BEING ABANDONED ON THE HORMUZ CRISIS. IN REAL TIME. 🚨🚨🚨
China just demanded "immediate" peace and blamed the US directly.
But look at who ELSE is walking away:
🇨🇳 China: Blamed the US publicly. Demanded peace. Buying discounted Iranian crude.
🇷🇺 Russia: Silent support for Iran. Rerouting energy exports to fill the gap.
🇮🇳 India: Quietly increasing Iranian oil imports through alternative payment channels.
🇸🇦 Saudi Arabia: No public support for the US position. Conspicuous silence.
🇦🇪 UAE: Called for "restraint from all parties." Diplomatic code for "we're not backing you."
🇪🇺 EU: Issuing statements about "dialogue." No material support for US operations.
🇧🇷 Brazil: Called for UN-led mediation. Not US-led. UN-led.
That is: China, Russia, India, Saudi Arabia, UAE, EU, and Brazil — ALL distancing from the US position. All in a single news cycle.
When this many nations distance themselves at once, it's not a disagreement. It's a collapse.
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The US just deployed the most powerful bomb in its arsenal against Iran's nuclear facilities — the GBU-57 Massive Ordnance Penetrator.
And it changes NOTHING about the underground uranium stockpile.
The GBU-57 is a 30,000-pound bomb. A literal earth-penetrating weapon designed to destroy deep underground bunkers.
Cost per bomb: $3,500,000
Penetration depth: ~60 meters
Iran's underground facilities: up to 500 meters deep. In granite mountains.
→ The bomb was designed SPECIFICALLY for targets like Isfahan
→ It was dropped by B-2 stealth bombers in June 2025
→ The IAEA confirmed: Isfahan's tunnel complex was NOT destroyed
→ 441 kg of 60% enriched uranium is STILL there
→ The single most expensive conventional weapon in history couldn't reach it
💀 Here's what nobody is explaining to you:
The ENTIRE US strategy for preventing nuclear proliferation was built on one assumption: our bombs can reach their bunkers.
That assumption just died.
→ Every bunker-buster program the US spent BILLIONS developing? Not deep enough.
→ Iran's response? Build deeper. They did. 500 meters into granite.
→ Now the Pentagon's only option is sending soldiers underground with excavation equipment — for WEEKS
This is not a weapons failure. This is the end of an era.
The age of "we can bomb anything" just died inside an Iranian mountain.
Bookmark this. You're watching the biggest shift in nuclear deterrence since Hiroshima.
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@GovWesMoore @grok please compare Maryland’s economic growth to NC, GA and FL
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Happy Maryland Day to the state with the most spectacular beauty, the most delicious food, and the most talented people 💛❤️🖤
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@akwesionline @FoxNews @foxandfriends @grok please provide the actual demographic data on who is leaving NY, CA and IL to move to FL, TX and GA
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High taxes in blue states fund actual civilization — world-class schools, healthcare, transit and innovation hubs that red states could only dream of. The ‘flight’ is just billionaires like him dodging their fair share while those cheap red states leech off blue tax dollars and offer poverty, guns and culture wars. Real quality of life still lives blue. Change my mind.
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BREAKING: High taxes, poor quality of life 'driving people out' of blue states, JPMorgan Chase CEO Jamie Dimon tells @foxandfriends
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Not enough talk about how HUGE this 3 was, too. What a set. Fake Pistol, decoy wide pin/tight curl, run the step-up guy off the real middle pin? Hurley has some filthy shit.
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@KCATLMNDC @ScoutWithBryan Have you ever tried to defend it? Or defend just any action? My guess is no
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What other product is offering the ability in a single platform to:
1) listen to an array of live sports
2) hear thousands of live concerts from hundreds of different bands
3) get every news station you would ever want
All by simply turning a knob as opposed to screwing around on YouTube.
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@alt_w_v_g I like Sirius. I don’t use Spotify.
I pay under $4/mo for a Sirius subscription used by both me and hubby.
My calendar has an annual reminder so I don’t forget to call ahead of the exp date & “renegotiate” my low price.
$45 a year is worth it to us.
And we don’t like Stern.
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Ran some diligence on SiriusXM this weekend
Not because anyone asked
Because my 14-year-old nephew connected his phone to my car via Bluetooth, played a Spotify playlist, and asked me what the "SXM" button was for
I didn't have an answer
So I pulled the 10-K
SiriusXM is an $8.56B revenue company with nearly $10B in debt and a $7.4B market cap
Read that again
The debt is larger than the company
Their business model, simplified:
1. Pay automakers to install radios nobody asked for
2. Give every new car buyer a free trial they didn't request
3. Hope they forget to cancel
4. Charge them $25.99/month for something their phone does for $10.99
That's it. That's the model.
They have 33M subscribers. Sounds impressive until they lost 301,000 self-pay subscribers last year. And hundreds of thousands the year before that.
Revenue has declined three consecutive years
The average subscriber is 35-64, male, household income over $150K. Over half have been paying for 10+ years.
These aren't loyal customers
These are people whose spouses haven't noticed the $25.99 charge on the Amex yet
The crown jewel of the portfolio is Howard Stern. They pay him roughly $100M a year. He works three days a week. His show averages 125K daily listeners.
That's $800 per listener per year
My analyst did the math three times because he thought he was wrong
He wasn't
For that price, you could buy each listener a Spotify family plan, an Audible subscription, and still have enough left for AirPods
Speaking of Spotify. Nearly 290M premium subscribers. Growing double digits. $10.99/month. Available on every device ever made.
SiriusXM. 33M subscribers. Shrinking. $25.99/month. Requires a satellite.
Spotify's full-year revenue grew 19%. SiriusXM's declined 2%.
Spotify trades at 74x earnings. SiriusXM trades at 5x.
The market is not confused about which direction these businesses are headed
Their growth strategy is called the "trial funnel." There are 7.3M people driving cars with free SiriusXM trials. The conversion rate is not publicly disclosed.
Probably because it's embarrassing
They have 180M "enabled vehicles" in the U.S. They have 33M subscribers. That's an 18% attach rate on hardware they already paid to install.
82% of the cars with their radios in them are generating zero revenue
In any other industry an 18% hit rate gets you fired
In satellite radio, it gets you a seat on the NYSE
Adjusted EBITDA margin is 31%. Looks healthy. Until you realize "adjusted" is doing a LOT of heavy lifting in a company that posted a $2.08B net loss the year prior.
Adjusted EBITDA was $2.73B that same year
The distance between those two numbers is called addbacks
And they're working overtime
2026 guidance: flat revenue, flat EBITDA, slightly fewer subscribers. The CEO called this stability and meaningful progress.
On Wall Street, we call this managed decline
Warren Buffett owns 35.4% of this company. This is the most confusing part. The man who said "be fearful when others are greedy" bought a satellite radio company in the age of Bluetooth.
His entry was a Liberty Media arb play that accidentally became a long-term hold. The stock is down over 50% from its highs.
I don't know why he's still in. You don't know why. His shareholders definitely don't know why.
The bull thesis: SiriusXM has 33M people who have been paying $15/month for a decade and have no plans to stop. That's $6B in recurring revenue from people who may not even remember they're subscribed. Churn is 1.5%. Lower than most SaaS companies.
The bear thesis: Every teenager alive today has never used a car radio
Both are probably right
SiriusXM's competitive moat is not content. It's not technology. It's not brand.
It's the 47 minutes it takes to cancel over the phone
SiriusXM isn't a bad company. It's a case study in what happens when your moat is consumer apathy and your growth strategy requires General Motors.
Plz fix. Thx.
Sent from my iPhone
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