Scrooge McDuck

@eurofounder That bike needs some serious service

Perfect Saturday bike trip with my wife 30km along the river, train home, total cost = €3.50 In America this would require driving 3 hours, $25 parking, and a tip to a homeless guy to not touch your car I love living in Europe

“Hedge fund managers hate this” LMAO. Now let’s see AI collect 2% mgmt fees for 8 years while underperforming the index. Oh wait..

@heynavtoor Now let’s see it collect 2% mgmt fees for 8 years while underperforming the index. Oh wait..

🚨 Hedge fund managers are going to hate this. Someone just open sourced a system that does their entire job. 30.5% annualized returns. $0 in fees. It's called TradingAgents. Not one AI agent. An entire simulated trading firm. Analysts, researchers, traders, and risk managers. All AI. All arguing with each other before making a single trade. No Bloomberg Terminal. No $50K data feeds. No MBA required. Here's what's inside this thing: → 4 AI analysts scanning financials, news, social sentiment, and technicals → A Bull and Bear researcher that literally debate each other → A trader that synthesizes every argument into a final call → A risk management team that can veto any trade → A fund manager that approves or rejects execution Here's the wildest part: It beat every traditional trading strategy they benchmarked. Cumulative returns. Sharpe ratio. Max drawdown. All of them. Hedge funds charge 2% management + 20% performance fees for this exact workflow. This is free. 100% Open Source.

@ContrarianCurse They lack guns against IRGC who recently just blatantly shot protesters

@BoringBiz_ Bonnie Blue once worked in HR. It’s a shameful and degrading work, no one takes you seriously etc. Hopefully a lady in the picture can leave that behind now and consider an alternative career as well.

Average experience working in HR in the post AI world

@KobeissiLetter Both can be right and they don’t contradict each other. Gosh when did you become such cheap clickbait here?

President Trump today: 3:43 PM ET: "I don't want to do a ceasefire with Iran." 5:13 PM ET: The US is "considering winding down" the war with Iran. What changed over those 90 minutes?

@ScubertDubert70 @datingbyblaine They want to filter out that top 2%

@datingbyblaine No wonder they need help dating that eliminates like what, 98% of women?

Dating criteria I hear often from wealthy matchmaking clients: • Thin, pretty, natural look (e.g. no obvious facial fillers) • Fit, healthy relationship with food & gym • Has an actual career (specifics rarely important) • Warm, playful, feminine energy • No extreme political views

@Teeniiola Notice anything specific about the “men”?

Many girls have reportedly been r@p£d and m0l£sted by men in Ozoro during what is being described as a “r@p!ng festival” in the area. According to multiple reports and videos circulating online, today is said to be the day of this festival in the Ozoro community, and girls are wvrned not to go outside. It is alleged that any girl seen outside could be att@ck£d and r@p£d by groups of men. Foreigners who are unaware of this situation have reportedly fallen v!ctim as well. There is Delta state university in Ozoro, and many female students may not be fully aware of the d@nger. It is distvrbing that something like this could be tolerated in society. This is heartbreaking, and urgent action needs to be taken.

@FWPlayboy No it’s this. Everyone is smarter!

Everyone is wondering why less Men are having sex today than ever. It’s really SIMPLE. They’re just NOT that interested. MOST find girls to be unpredictable, confusing, boring, and most girls ARE overweight, Men would rather work, drink, get high, and pursue their hobbies.

And $NVDA being sold heavily from the opening bell as well now.

@leojay312 Friend told me "maybe $DELL gets 10% of $SMCI 40B of rev's, which at DELL margins it can turn into roughly .63 of earnings, at DELL p/e that translates to 8 dollars in share price"

@ScroogeCap that was my orig thought last night and saw Dell up 1% post market, same token could Dell have done anything similar in the past or what other cos/people get into this mess or they just move on wash hands from here. Prob lean on long Dell here to an extent.

The server rack space was commoditized a bit. With $SMCI probably out of the picture soon, $DELL has a chance to see some margins again. This is not an isolated case, DOJ will soon open up an investigation, no LO will hold the name. Can't stay listed with sanction evasion.

The more I think about this whole debacle, the more it seems to me that $NVDA HAD to know what went on in $SMCI. $2.5B is not some random number or some sopranos stuff like "fell off a truck, we sell at discount".

SitDeck: Iranian retaliatory missile strikes killing Palestinian civilians in Gaza. Hamas can't catch a break, but you know you've truly made it as a terrorist when even other Islamic terrorists bomb you.

Jefferies EU desk compiled some info on $UL $ULVR feedback from investors. Doesn't look like a good of a deal. Maybe gives back some of the gains here:

@BreezeFor1407 Everything was bought yesterday, including $ACN which took 52k out of my account lol.

@ScroogeCap $DELL was really strong out of the gates yesterday already, wondering if some had the news early

@ScroogeCap Yep, $DELL is a large beneficiary! Their stock price is already up 22% YTD.

stating the obvious, but it is advisable to watch $DELL today

@zephyr_z9 And confidently slapping SMCI logo on smuggled boxes.

Old man has a net worth of $500M Got caught swapping serial numbers using a fucking hair dryer

@aleabitoreddit Also long $DELL as $NVDA will surely re-allocate whatever supply went to $SMCI

Everyone is looking at $SMCI smuggling billions of dollars of AI chips to China. But nobody is answering the question: How do I make money off this, and is it a good buying opportunity? My answer: If $SMCI drops much lower than ~$24 overnight. It like a buying opportunity at a ~$14B MC. Everyone looks at the DOJ case and thinks Super Micro are cooked. But two things: 1. The company itself looks insulated, so far (not named a defendant) 2. $SMCI chip sales to China state actors was already known (just not to the $2.5B+ extent), by Hindenburg short seller reports in 2024. So a decent part of the China revenue stuff was already priced in, which is why $SMCI crashed from $100+ and is now trading at $24. Now if we strip away optics and some material revenue: -> $SMCI GAAP net income was $1.05B last year, and FY 2026 is estimated to be around ~$1.25B with some estimates going to $1.5B. And then we rip away an est ~$150M in smuggled in profit out of financials: ~$1.05 billion -> ~$900M? On a P/E basis, still looks relatively cheap as a growing company, maybe ~10-11x? Now the downside: -> Optics are still trash. You can add more trash to trash. But it's still trash regardless, doesn't change much? -> $NVDA distancing itself with $SMCI? (They already did in 2024). -> $SMCI not named a defendant, but in the case SEC/DOJ goes after them, then lot of regulatory fees and possibly fines. -> Maybe order cancellations, but if they didn't cancel orders for the problems they had in 2024, it looks fine now? Now... Are there a lot better opportunities than taking this regulatory leap of faith? 100%. Is there potential more downside from panicking? Yes. But if you strip away the noise, $SMCI as a company looks cheap ~$14B at roughly 10-11x forward earnings.