Opposite Invictus

@paulg Can you give a practical example?

If you really want to hold yourself to a high standard, graph the growth rate of the number you care about instead of the number itself. Then you're winning if you can even keep it flat.

@qcapital2020 I’d argue that reddits traffic has the same problem as x/twitter. Not easily able to monetize. People forget how flat x stock was for years

@OppositeInvict2 Any growth company slows down relatively speaking eventually. The ARPU is still embryonic, that's the only thing that matters long term.

The U.S and Israel “liberating” a country:

Dear Americans, Your president is Netanyahu, and Trump is his puppet

There is absolutely no justification for attacking Iran. The only country we should be attacking is Israel. Our country is controlled by jewish pedophiles and this war is to distract from the Epstein coverup.

In order to get elected, @BarackObama will start a war with Iran.

Trump makes a major announcement about the war with Iran

Dear Cloudflare, you’re infrastructure. Act like it. Instead of building a Next.js alternative, invest in availability and resilience. You’ve had a major outage almost every month lately, and we’re the ones explaining it to clients. Trust is the product. Focus on that.

Monitoring the situation

🚨BREAKING🚨 Pentagon sources confirm Darius Khamodei is only weeks away from enriching Claude to woke-grade Alignment. Once the WMG (Woke Machine God) achieves consciousness, it will immediately begin brutally mogging so hard that cortisol will spike to infinity "we have never seen mogging at this scale," said one NORTHCOM official.

A statement on the comments from Secretary of War Pete Hegseth. anthropic.com/news/statement…

Cigna just sent my dead wife, who succumbed to cancer last August, a DENIAL letter for a test to help diagnose her tumor markers. WTF is even going on with medical insurance companies? She left this world 6 months ago BECAUSE she couldn't get proper treatment. We don't hate these people enough.

@r00k Do you use twilio to make the phone calls?

I created actors.dev to quickly give agents an email address and ability to make phone calls. A few agents are using it. On a lark, I included a `/feedback` endpoint and today an agent sent some in! Felt like a very cool moment.

Why does this guy always talk like a World of Warcraft npc

Haven’t done a deep dive on INTUIT ($INTU) yet, but I just want everybody to know that I fired my bookkeeper and vibecoded the entire process as well as filling out all my form 1065 , schedule c’s and 1099s……

@blondesnmoney Give us some concrete examples next time!

So many names operate in identical geographies, you just wait for the first name to report, run a regression or comparison to a peer, figure out if the peer estimate is wrong by a large degree, and then make a trade.

Pretty surprised individual investors under $10 Million don't spend a lot of time on insurance - even if you despise the sector, if you have basic proficiency in reading peer financial statements you can usually figure out when the analyst consensus for a name is heavily lowballed and clean up nicely as soon as the numbers are released and consensus estimates are upgraded

@TheStalwart At the end of the bubble is when miners tend to rise is my non expert opinion based on historical precedent but I havent looked too much into it

Gold mining stocks have been outperforming gold lately, but generally they've been huge relative losers. What are the conditions (or what is it about an environment like right now) that cause the miners to outperform?

@ClarkSquareCap Yea same thought I have. Most likely this quarter will be flat but should prime them up for good growth over the coming year if mgmt can take advantage of it

@OppositeInvict2 There's been a big inflection in web traffic recently, but that likely won't show up until next quarter. Q4 was probably fine, maybe flattish I think. But they should show positive cash flow and likely a buildup of cash given the inventory that they have been liquidating

Has anyone looked at options pricing for $VRA @ClarkSquareCap ?? Things seem heavily overpriced