
Rudy Jacinto
29.5K posts

Rudy Jacinto
@ParadojaNFL
Pluma y voz de @PrecioNFL. Lives diarios por https://t.co/tB6HVoAUGP
Guadalajara, Jalisco Katılım Haziran 2009
961 Takip Edilen2.6K Takipçiler

@Marcelaco_ @FCB_nenn No acabaste de llorar ni sabes usar puntos. Dale 👍🏻
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@ParadojaNFL @FCB_nenn La comprensión lectora de un niño de 2 años
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@Marcelaco_ @FCB_nenn ¿Ya acabaste de llorar? Estás peor que Florentino.
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@FCB_nenn La vida del Culé es tan triste:
Ganan la Liga y a nadie le interesa
Viven y vivirán eternamente a la sombra del Madrid
Hacen planes de fichajes y no tienen un centavo
Un tipo que se burló de ellos todo lo que quiso va a ganar su segunda Champions y su segundo balón de oro
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@FabrizioRomano ....Barça's sacred 'philosophy' is just excuses for bad scouting.
Flick basically admitted: sign anyone who scores, stop the La Masia delusion
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@Pashak1436 @RobertMSterling Nothing is obvious in this day and age. Sadly.
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@RobertMSterling What an absolute banger of rage tweet
I can’t believe so many ppl are so mad over this obvious joke
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@adhijojnr @lewy_official Appreciated like Mbappe this week? Lol.
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@lewy_official Well Done lewandoski
The only mistake you made was going to Barca instead of Madrid
You could have won more European trophy and could have be more appreciated
I hope that broke club isn't owning you any salary
Don't hesitate to drag to court and collect your pending salaries!
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After four years full of challenges and hard work, it's time to move on.
I leave with the feeling that the mission is complete. 4 seasons, 3 championships.
I will never forget the love I received from the fans from my very first days.
Catalonia is my place on earth.
Thank you to everyone I met along the way during these beautiful four years.
A special thank you to President Laporta for giving me the chance to live the most incredible chapter of my career.
Barça is back where it belongs.
Visca el Barça. Visca Catalunya 💙❤️
@fcbarcelona
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@WilliamsonNFL He went to KC. Can't think of a most uninspiring offense than KC.
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@FabrizioRomano That reads 51. Figures he can't score OR count.
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@LxoMessismoFCB Mira que es triste y vacio es ser del Barcelona que han ganado una Liga y su título es que el Aleti no gane la Champions...
Ser del Barcelona es como el que tiene un tio en Grana, que ni tiene tio ni tiene na....
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Quedaron eliminados de la forma que más merecían, el fútbol es muy justo x.com/lxmedia10/stat…
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@MySportsUpdate That offer gets you kicked out of dynasty leagues.
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The #Cowboys offered the #Browns No. 12, No. 20 and a 5th rounder for No. 9 and No. 24 in an attempt to move ahead of the Giants for Caleb Downs.
Cleveland declined.
Dallas still landed Caleb Downs after the Giants passed on him at No. 10.
(via ESPN “The Pick is In”)
Ari Meirov@MySportsUpdate
Behind-the-scenes look at the #Cowboys’ Stephen Jones and #Eagles GM Howie Roseman negotiating the trade that allowed Philly to move up to No. 20 and draft WR Makai Lemon. Dallas wanted Philly to call so they initiate the talks. (🎥 @NFL)
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This is the most OUTRAGEOUS deal I've seen in my 45 years on Wall Street.
SpaceX just disclosed Musk's new compensation package:
He gets up to 200 million super-voting shares if SpaceX hits a $7.5 trillion valuation, establishes a permanent human settlement of at least ONE MILLION people on Mars, and deploys roughly 100 terawatts of space-based computing power.
Let me put the 100 terawatts in perspective:
The entire electricity generation capacity of the United States is around 1.2 terawatts. The comp plan asks Musk to build more than 80x America's entire power grid... in orbit.
This is a science fiction screenplay that somehow landed in front of the SEC.
But here's why it actually matters for your portfolio...
The S-1 reportedly claims a $28.5 trillion total addressable market, with over 90 percent attributed to AI. CapeFearAdvisors flagged this one cleanly: when Palantir went public, it disclosed a $119 billion TAM and the SEC reviewed and accepted it.
SpaceX is claiming a market roughly 240x BIGGER.
Now let's talk about what is actually being sold here:
Reported 2025 revenue is approximately $15.5 billion. Starlink delivers around $11 billion of that with healthy margins, and the launch business is genuinely dominant. The problem is xAI - the AI piece doing all the heavy lifting in the trillion-dollar valuation pitch.
xAI generated just $210 million of revenue in the first 3 quarters of 2025 while burning through $9.5 billion in cash.
Ben Brey and Rupert Mitchell - a former Fidelity portfolio manager and a former head of equity capital markets at Goldman and Citi between them - ran a serious discounted cash flow on the actual operating businesses and arrived at roughly $400 billion. Lawrence Fossi covered their work recently and the math holds up.
The IPO is being marketed at $1.75 TRILLION.
The gap between what these businesses support and what Musk is asking the public to pay is roughly $1.35 trillion of pure narrative.
Then layer on what we just learned last week...
The New York Times investigation revealed Musk personally borrowed $500 million from SpaceX between 2018 and 2020 at rates as low as 1%, while bank prime rates sat around 5%. The same SpaceX has been used to bail out SolarCity, prop up Tesla during cash crunches, and absorb xAI when the AI losses became unmanageable.
This is the same playbook he's run for two decades.
Use a privately controlled entity as a personal piggy bank, and when the bills come due, find new investors to absorb the losses.
The IPO is structured to keep that game going FOREVER.
The Texas reincorporation strips away Delaware's fiduciary protections. Controlled-company status on the Nasdaq eliminates independent board requirements. And retail is being offered up to 30% of the offering (3x the normal allocation) because the institutions who actually do the math are quietly stepping away.
Here is the part that finishes the case for me:
Roughly $40 billion of the IPO proceeds are already spoken for before a single dollar reaches operations. About $23 billion retires SpaceX debt. Another $17 billion retires the high-interest debt sitting on xAI and X.
This raise is not funding the future. It's just plugging existing holes that retail investors will now own.
In my 45 years I've never seen a deal where the comp hurdle is colonizing another planet.
I've never seen a disclosed TAM that exceeds verified comparables by two orders of magnitude.
I've never seen a company asking the public to fund the retirement of debt incurred by separate private entities controlled by the same individual.
Every red flag I've watched precede a major bust over four decades is sitting in this prospectus, in plain sight.
The Tesla mispricing is being repeated on a far larger scale.
And this time the bag is being handed directly to retail.
Don't be the one holding it.
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@CoveredCallsCFM @aakashgupta You skipped right over "promote the general welfare".
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Warren Buffett, in his first sit-down since stepping down as Berkshire CEO, gave the cleanest indictment of legalized gambling in a decade. He called it a tax cut for the wealthy. The math proves him exactly right.
Americans wagered $165 billion at legal sportsbooks in 2025. They lost $16 billion of that. FanDuel pulled $6 billion of the losses. DraftKings pulled $5.3 billion. Every state with legal mobile sports betting collected a tax on the bettor side. New York alone took in over $1.2 billion in 2025 sports betting tax revenue.
Layer the lottery on top. State lotteries generate over $90 billion a year. The bottom half of income earners account for roughly 70% of total spend. The average lottery player makes $38,000. A household earning $20,000 spends three times more on tickets than one earning $30,000. The implicit tax rate, meaning whatever the state keeps after prizes, runs 30 to 50% depending on the game. No other revenue source in America has that base and that rate.
The structural design is the engine. A single straight sports bet carries a hold of 4 to 5%. A four-leg parlay carries a hold above 30%. FanDuel and DraftKings spent five years rebuilding their apps to make parlays the default product. FanDuel's blended hold rate hit 11.4% in 2025, up from roughly 7% in 2022. The product got worse for the customer and the customer wagered more anyway.
Now look at the substitution. Nine US states have no state income tax. Seven of those nine run state lotteries. Seven of those nine have legalized sports betting. The states most committed to never taxing wealth are the same states running the largest extraction machines on people who cannot afford to lose. Read it as policy.
Here is what Buffett is actually pointing at. The state needs revenue. It can raise income tax on the top decile, or it can run a lottery plus a sports betting tax. The second option raises the money from the people who can least afford it. The first option becomes politically optional. New York's $1.2 billion in 2025 sports betting tax is $1.2 billion the state did not have to ask of someone earning $5 million.
DraftKings and FanDuel sell a privatized collection mechanism for a regressive tax that the state never has to defend at the ballot box again. Voters approve legalization once. Collection runs forever. The state takes a cut. The wealthy get a quieter top bracket. The bettor's cut shrinks every quarter as the parlay menu gets pushed harder.
The function of a government, Buffett said, is not to play its people for suckers.
Thirty-nine state governments now do.
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@Msqueunclub1 @rfef @Tebasjavier @CTARFEF @JLSanchez78 ¿Cuántas veces necesita repetirlo para creérselo? Que pobreza argumentativa.
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Hola @rfef @Tebasjavier @CTARFEF vi que quieren denunciar a @JLSanchez78 y me percaté que el Chiringuito eliminó el clip en donde este exige a los jugadores que “tienen que ir a por el árbitro” y que son los que le “quitaron la victoria” al Real Madrid. Aquí se las dejo, de nada
El Chiringuito TV@elchiringuitotv
🙄 "Está SACADO fuera DE CONTEXTO". 😳 "Lo que yo digo es EN CONTRA de los JUGADORES DEL MADRID". 🚨 @JLSanchez78 matiza sus palabras tras el Real Betis-Real Madrid en #ChiringuitoPolémica.
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@AdamSchefter Liability Lynch at it again. Kyle Shanahan needs a better Robin.
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49ers GM John Lynch to reporters today about their plans for Brandon Aiyuk: “We're available. Give us a call. And like I said earlier, I think it's the prudent thing to do. He’s an extremely talented player. He's been an extremely effective player in our league; situation didn't work itself out here. That's not to say that it can't be rekindled somewhere else. And we'd be happy to do something with anyone if the opportunity presented itself.”
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