David Stevick

@svpino Isn't that kinda like saying "guns make many people feel more dangerous than they really are?"...

Last year, I met a person who has never written a single line of code in his life, yet he feels he can build anything he wants. He told me point-blank: "I challenge you to tell me something I can't build using AI." I tried to explain, but I couldn't find the right words. The most fascinating aspect of vibe-coding is how it has convinced so many people to believe they are better and more capable than they really are.

@AuruxXuruo @niccruzpatane Not without doubling the wind shear...

@niccruzpatane could be half that size if they double the height of the factory

This would roughly be the scale of the Tesla/SpaceX TERAFAB compared to Tesla’s Giga Texas factory, which is already one of the largest buildings in the world. We are talking about an unprecedented amount of scale.

@seanheilweil @BranfordEquity 🧐 - To be fair, you asked if he uses MySpace...

@StevickDavid @BranfordEquity well he hasn't dm'd me so it hasn't panned

Got pitched $15k upfront for a personal marketing service yesterday by a broccoli hair. One lump sum. No milestones. No recourse. I said: "Split it across 3 months. If you do good work, you get paid in full. If you're useless, I cut my losses at $5k." His response: "You've got the wrong mindset. You're thinking about it in terms of money." I'm thinking about it in terms of risk. That's literally what capital allocation is. If you genuinely believe your service is worth $15k, you should have zero problem earning it over 3 months. The only reason to demand it all upfront is because you know retention is a problem. He told me we weren't a good fit. I agree. I'm not a good fit for people who can't answer the question "what happens if you're not good at your job?"

@seanheilweil @BranfordEquity I'm super curious how this panned out 🤔 lol

@BranfordEquity DM me... happy to share some tips that don't require vegetables or 15k quid

@AOC You preach about values? Yet, support the murder of unborn children? Goodbye AOC. I hope the billionaires discard you.

This is sad. I know as a politician these companies are going to spend a billion dollars against me for saying it but 🤷🏽‍♀️ Pervasive gambling is not good for society. It turns life into a casino, traps people in addiction & debt, surges domestic violence, and fosters manipulation.

@MarcosArrut Marcos, plebeian here, but isn't the lowest hanging fruit for Anti-aging to upgrade our preexisting symbiote.

Partial cellular reprogramming is the key we need for biological immortality. And this is what we are working on.

@The_Money_Buddy Does he have a wife and kids? - context matters.

A guy I know is 35. He has: • $150k in his 401k • $40k in savings • No other investments He’s wondering if he’s behind. What would you tell him?

@LauraLoomer Your insane

I have created a list of Consevative influencers who I believe are taking money from Iran, Russia and Qatar. I have attached my supporting evidence. As I told the DOJ, Tucker Carlson isn’t the only person who is likely violating FARA. All of these traitors deserve jail time.

@Ducki___ @MorePerfectUS This is pandering, and politicians know it. Doesn't stop multiple LLCs, doesn't stop private development (aka, I'll buy that 150 acres and build the homes myself and own them all) Doesn't stop shit. It just boosts accountants and tax filings. It's BS.

@MorePerfectUS This is huge because this is supposed to stop large investors from buying multiple houses at a time and taking control of a specific neighborhood for example.

BREAKING: The Senate has passed the biggest housing affordability bill in 30 years, and it includes a ban on investors buying single-family homes. The bill passed 89-10.

@gnoble79 Welp that does it for me. There is probably an undisclosed planet killer rock headed for Earth, still several years out. They are using human capital to build the transport system to get as many humans off earth as possible. This is the only way...

This is the most SHAMELESS structural manipulation of a major index I've ever seen. SpaceX is preparing what could be the largest IPO in history. Target valuation: $1.75 trillion. That would make it the sixth-largest company in America on day one. And Nasdaq wants the listing so badly they're literally CHANGING how the Nasdaq-100 works. In February, Nasdaq published a "consultation" proposing sweeping changes to how companies enter the index. The timing is pure coincidence, of course. Just like it's pure coincidence that SpaceX has reportedly made fast index inclusion a CONDITION of listing on Nasdaq. Here's what they're proposing: A new "Fast Entry" rule would let any newly listed company whose market cap ranks in the top 40 of current Nasdaq-100 members get added to the index after just 15 trading days. No seasoning period. No liquidity requirements. Completely exempt from the standards every other company had to meet. Currently, new public companies typically wait up to a year before they're eligible for major index inclusion. That waiting period exists for a reason. It lets the market establish real price discovery. It protects passive investors from being forced into untested, illiquid stocks. And Nasdaq wants to throw all of that out. For ONE listing. But the Fast Entry rule isn't even the worst part... The real scandal is the 5x float multiplier. Right now, the S&P 500 uses a free-float adjusted methodology. If only 5% of a company's shares are available for public trading, the index weights you at 5% of total market cap. That's common sense. You weight a company based on what investors can actually buy. Nasdaq's current methodology already uses total market cap rather than free-float for weighting. But for very low-float stocks, they at least had a 10% minimum float threshold. Under the new proposal, that threshold DISAPPEARS entirely. Instead, any stock with less than 20% free float gets weighted at FIVE TIMES its actual float percentage, capped at 100%. Do the math on SpaceX: If SpaceX IPOs at $1.75 trillion and floats 5% of its shares, there would be roughly $87.5 billion worth of stock available for public trading. Under Nasdaq's proposed 5x multiplier, the index would weight SpaceX at 25% of its total market cap. That means passive funds would be forced to buy as if SpaceX were a $437.5 billion company. But only $87.5 billion of stock actually exists in the market. You are forcing hundreds of billions in passive buying into a $87.5 billion float. QQQ alone manages nearly $400 billion. The total Nasdaq-100 ecosystem represents over $1.4 trillion in exposure across ETFs, mutual funds, structured notes, and derivatives. Every single passive vehicle tracking this index would be REQUIRED to buy SpaceX at whatever price the market dictates. On Day 15. With zero price discovery. Zero track record as a public company. And a float so thin you could read through it. So what this actually does is it creates a structural wealth transfer mechanism. The passive bid from index funds pushes the stock price higher. That higher price benefits exactly one group of people: the insiders and early investors who own the other 95% of the shares. And when lock-up periods expire 90 to 180 days later? Those insiders sell into the artificially inflated passive bid. Your 401(k) is the exit liquidity. This is the fundamental corruption of indexing. Indexing used to be brilliant. Low cost. Efficient. You were free-riding on the price discovery done by active managers. The index reflected the market. Now the index IS the market. Trillions of dollars flow blindly into whatever the index tells them to buy. And the people who control the index methodology are changing the rules to serve the interests of a single IPO candidate. The S&P 500 requires companies to have at least 50% of shares available for public trading. It requires 6 to 12 months of seasoning. It uses free-float adjusted weighting so passive investors aren't buying phantom liquidity. Nasdaq is doing the exact opposite. 15 days. No float requirement. 5x multiplier on insider-held shares. Every passive investor in QQQ, QQQM, and every fund benchmarked to the Nasdaq-100 should understand what's about to happen: The rules are being rewritten to benefit IPO issuers and early-stage insiders, and your capital is the tool being USED to enrich them. 45 years in this business and I've watched Wall Street find creative new ways to separate retail investors from their money in every cycle. But usually they at least try to be subtle about it. This one they put in a PDF and called it a "consultation." What's your take?

@SecurityTrybe A USB only needs around 1/4"x1" hole to be hidden. Pick a random spot, like above a window, cut a small hole and push the USB into the wall, let it drop wherever, onto a cross support or a sill plate, doesnt matter. Use a small amount of fast dry putty, and repaint that tiny spot

I have a serious question. Explain it to me like I’m 5. The U.S. Navy isn’t able to eliminate Iran’s ability to complete blockade a 10 mile wide strait? You’re telling me that anybody with access to a couple hundred unmanned drones and a few dozen sea mines can outmatch the entire US Navy?

@fans_milangela @cryptolaanie Someone caught that dead cat bounce for sure! 🤣

@StevickDavid @cryptolaanie

shorted $4,000,000 worth of oil may God be with me.

@jimcramer Why are you suddenly all over my feed? You're always so wrong!

Fear tonight of more energy infrastructure targeting and no way to open the Strait. A sudden oil shock is always bad for stocks. Can 2022 repeat? Could it be worse...My Sunday piece draws the parallel. I don't see a path to de-escalation...

@ParikPatelCFA So you have ~$137k gross value...how much do you spend every year to insure yourself against a leak? How much does it cost to load it all, to ship it all, how much does the broker keep?

In 2020, when oil went to -37.63 a barrel, I took physical delivery of 1,000 barrels of oil and everyone laughed at me. They have been sitting in my backyard for 6 years. Now, a barrel of oil is worth more than $100. They’re not laughing now.

@nickshanks_ @cryptolaanie

@StevickDavid @cryptolaanie I saw both too.

@MaxCrypto Unreal timeline

🚨 Someone just opened a $15,393,000 Oil long position with 20x leverage. If Oil drops to $95.45/barrel, he will be fully liquidated.

@hell_line0 This is, in fact, not true. You are not 50/50 your parents. In fact, you can be any combination, say 60/40, for example. The unused portion of DNA gets discarded as a barr body and destroyed after conception.

Well, when a child is conceived, the DNA split is 50/50 from both parents. Except for one small detail: mitochondrial DNA. It’s passed down only through the mother and never through sperm. Which means something interesting: all living humans can trace their mitochondrial line back to one woman, not one man. And every daughter born continues passing that same line forward. Happy Women’s Day 💐

@RepThomasMassie Please sit down sir

The price of gas has gone up $0.47 and the price of diesel has gone up $0.83 in 10 days due to War with Iran. and waging war costs American taxpayers about $1 billion per day, which comes out to $10 per family per day, or $100 since the war began. This isn’t America First.