Darth Trader

@rfkenmore Big linen thinks they’re slick…

Faherty launches Linen Shirt made expressly for Summer This should perform better than those made for Winter Curious to see results

@volatilitysmile In time for an SL9?

911? I would like to report a murder.

@FieldAndLedger @rfkenmore I’m short and they’re thin and high quality at what I think is a good value/price. So the thinness means I can still have a nice knot since my “tie” point is further down the blade.

@MayTheFedBWithU @rfkenmore Any particular reason why?

Buck Mason is selling woven, silk ties now btw $128 Made in Italy Surprised by this pricing. Could just be trying to get them out there for now. Todd: $148 (Italy) Drake's: $275 (UK) J Press: $165 (USA) Similar happened with their apparel — where they used to sell shirts for like $98. Now $148.

@HMKnapp @rfkenmore Oh, fair catch. Standard width 7.5-8cm

@MayTheFedBWithU @rfkenmore Emphasis on big tie or just tie?

@AshtonForbes Taps sign..

"Ghost Murmur" by Lockheed Martin Skunk Works "If your heart is beating, we will find you."

@Doomerzoomer The real YT channel is TBPN Live, that's John's personal channel that re-streams it as well as their X accounts

@quasimatt This is like when @FinancePirates finance died for investment bros.

The primary aesthetic of TBPN was shillcore and they genuinely lose some entertainment value by not schizophrenically promoting 10 different things in a row.

@SemiAnalysis_ Meanwhile banks be like “don’t use AI tools!”

Left banking. Joined a semiconductor research firm. 8 days in I forgot what "deal flow" meant.

Nearly 500,000 views and hundreds of replies later, it’s clear people equate Vail Resorts with the broader ski industry. The two are not the same. Many ski resorts and ski resort companies are thriving.

@JarodMHamilton is there a non 4:3 aspect of this for a desktop?

B-2 edit from a photo I took in January- this should make a great wallpaper if you'd like to screenshot it. 🤙

@unusual_whales George Soros trading style

Trump: the Iran war will end “when I feel it in my bones."

@eastdakota As it should be

Vail Resorts ($MTN) likely to open tomorrow down to where if you invested 10 years ago you’d have done as well putting your money in a hole. It’s time for a change to become more asset-light, sell off resorts, and allow character and differentiation to return to skiing.

@rfkenmore Sort of. But the leg opening of 8.5 is a bit much. I have a bunch of custom proper cloth but my proportions are like 28-29 waist but need 13.5inch thigh width and at least 21 hip. So it’s all a bit messy. Is what it is.

@MayTheFedBWithU Full saddle doesn’t work?

FROM THE DESK OF RF KENMORE Setting The Record Straight: I do not hate Buck Mason I think they’re the only ones doing something the menswear market is badly lacking: Normal clothes, unique details, clever storytelling, decent price Accessible and understandable for normal guys AND some US manufacturing to boot — Some of their stuff is weird, it gets boring/formulaic fast, and some of the marketing is cringe — including the store experience that just got spoofed Plus the whole collect-them-all menswear influencer thing they have going But what actually annoys me is how easy they have it because no one else has the sense to do it and give them head-on competition - J.Crew is too mass, diluted - RRL is too expensive/niche - Faherty/Marine Layer are sort of yucky - Small brands are too expensive and unreliable It’s possible RL Polo is will step back into the arena I hope

@HedgeyeTech It’s almost as if you don’t get it.

A few months ago, we warned of a neocloud winter. The earnings table below speaks for itself. Almost all of the neoclouds/bitcoin/HPC miners who reported earnings missed Q4 2025 expectations, badly. $GLXY, $HUT $APLD $NBIS $CRWV $IREN $WULF $CIFR

@rfkenmore Really wish they had more pant sizing customization

Gravitational pull of a collapsing star Always one of the busier stores

@dylan522p Inference+. Collect all the infinity stones

$1,000 for whoever comes up with the best name replacement for InferenceMAX InferenceMAX 2.0 dropping soon but we have to rename it because HBO MAX sent us a cease and desist. We have all NVIDIA GPUs from h100 to GB300 on large MoEs with SOTA optimizations like Disagg PD tested

@SkiMagicVT Marketing team doesn’t miss. They can’t keep getting away with this.

The story continues…

@dylan522p no headphones

While ur getting cooked, I'm cookin