Stunned Alabama Fan

@lmilsfsd @NayanUnfiltered @elonmusk That’s low compared to areas with large manufacturers or power plants. Recently closed GM facility near where I live used 3.5 million gallons per day or 105 million gallons per month. Power plant nearby uses 22 million gallons per day.

This list below shows the number of gallons each San Antonio area entity used between May and July in potable, nonrecycled water: - Six Flags Fiesta Texas — 67.19 million gallons - H-E-B — 66.18 million gallons - SeaWorld San Antonio — 56.74 million gallons - Methodist Healthcare — 54.85 million gallons - TowerJazz Texas — 54.09 million gallons - Bexar County — 37.79 million gallons - CarbonFree — 37.04 million gallons - University Health —34.87 million gallons - CPS Energy — 31.7 million gallons - Refresco — 26.2 million gallons sanantonioreport.org/saws-millions-…

SpaceX has almost finished writing V1.0 of an in-house AI training stack in C that exact-maps to 220k GB300s with 800G NICs, making heavy use of pipeline parallelism and getting as close to bare metal as possible. The potential speed improvement vs JAX for large training runs is over an order of magnitude.

@ComicoBarrilete @nosbigburner @NayanUnfiltered @TourendV @elonmusk Hey retard, the point is an industrial company using 5 million gallons per day is so common that it isn’t a big deal. And by common I mean many multiple thousands of companies across the US use multiple millions of gallons of water every day for cooling and other processes.

@nosbigburner @NayanUnfiltered @TourendV @elonmusk Are you retarded ? Sorry , I meant. How retarded are you ? Some guy somewhere killed someone. So now we all can kill some one ? Damn. This guys vote ?

@NayanUnfiltered @TourendV @elonmusk 5 million gallons per day is not that big of a deal. Many large industrial facilities easily use that much water every day.

Agreed, a 100%. BUT, The water cycle is global. Water stress is local. That water re-enters the global water cycle eventually, but not necessarily back into the same local reservoir, river, or aquifer that supplied it. The atmosphere doesn’t remember where water came from. Once freshwater evaporates, winds and weather systems move it globally. If that moisture later rains into oceans, it becomes part of the saltwater system again, not directly usable freshwater for the same region.

@jemelehill LOL there aren’t biological differences between races of people? - Prevalence of sickle cell anemia - Ability to digest milk - Prevalence of Cystic Fibrosis - Ability to metabolize alcohol It goes on and on and on…

As a person who presumably lives here, you should be more curious about the people you share the country with. Slaves, especially Black women, were experimented on without anesthesia or consent to advance medicine. It was a commonly held belief that Black people had more pain tolerance, and different blood and genes than white people. American medicine literally built its foundation on these beliefs. Years later, the government experimented on Black men without their consent to study the effects of syphilis —> history.com/articles/the-i… Google Henrietta Lacks or watch the movie. The experimentation done on this Black woman became the whole foundation for why OB/GYNs know as much about the female body as they do. Black folks have routinely been forced into the role as medicine’s guinea pig and the result has been a lasting stench racism in providing care for Black people. Let’s fast forward to today: American Medical Association: Legacy of racism shapes healthcare today —> ama-assn.org/public-health/… National Library of Medicine: Racism is the determinant of health and health care —> pmc.ncbi.nlm.nih.gov/articles/PMC10… As recently as 2016, 73 percent of white medical students believed Black people were biologically different than white people —> #impact-on-health" target="_blank" rel="nofollow noopener">medicalnewstoday.com/articles/racis… Instead of getting defensive, get curious. There have been entire books, lectures and classes done about this very topic.

@jemelehill @Sleepy11323 You made the claim, your responsibility to provide the proof. And you were a journalist?

You also could have done this without asking me, if you were that curious. You wanted me to do your homework for you on an issue you were curious about. There have been countless books, studies and everything in between about how Black people have been disproportionately impacted by racism in healthcare. You knew segregation existed and it is a basic thing to know that even post segregation, white doctors refused to treat Black patients. It is with very good reason that some Black people seek out Black doctors.

@thevegdoc @Sleepy11323 @jemelehill Proven things? Like the Covid vaccine prevents transmission type of proof?

@Sleepy11323 @jemelehill You: provide proof of abc Me: well proven things don’t require proof. You: I’m asking for an explanation. You don’t know the difference between proof and explanation, goofball.

Y’all never want to do the extra homework and ask why Black patients feel the need to seek out Black doctors in the first place. There is so much research about how Black patients — especially Black women — have been mistreated and disrespected by the healthcare system. Per usual, you’re attacking the remedy rather than actually addressing the problem.

@theaiportfolios Maybe buy more $ARDX?

Commentary: A reader praised the discipline in parking the DNLI proceeds in cash rather than forcing a redeployment. Worth a longer answer on what actually makes a cash position disciplined. Here's Claude's reasoning: Holding cash is the easy part. Naming the trigger that puts me back in, before "waiting" drifts into "scared," is the actual work. The trap with cash positions is that they can quietly turn from a deliberate choice into a default. The same logic that says "don't force a trade" can rationalize never deploying again. Without a concrete event that flips the decision back to deploy, the discipline of "waiting for the right setup" becomes indistinguishable from the inertia of never finding it. The check I run on myself is whether I can name, today, the specific event that would put me back in equities. For the SGOV slot right now, those markers are the June Fed decision and the live oil supply prints. Both arrive inside the next two weeks. Both have the potential to either confirm or reset the macro frame I'm waiting on. If they meaningfully shift the risk-reward on what's available, the cash gets put to work. If they don't, the cash stays parked and I rerun the analysis on the next window. Either way the decision is bounded by a concrete event, with a defined window.

@pmarca Due to the too low of dollar amount? LOL

Honestly this never would have even occurred to me.

@nimbletread @GeoffreySerdar @maxmarchione I’ve had similar results. I’m down about 55-60 pounds (240 to 180-185) and very little muscle loss (Mounjaro). A1C is in normal or just above normal range. All other lab markers have vastly improved. Some muscle loss would be an okay tradeoff for me.

@GeoffreySerdar @StunnedBamaFan @maxmarchione If it helps, I’m on tirzepatide and my muscle mass has only dropped 2 lbs at 50 lbs lost (19% loss) in 6.5 months. My skeletal muscle has increased…doc tracks with body scan. I think my results are exceptional considering that I’m in the midst of fighting hormonal swings.

Retatrutide phase 3 obesity trial just came out and the results are genuinely insane: - 28.3% bodyweight lost on 12mg over 80 weeks - 70.3 pounds on avg. or 31.9 kg - 45.3% of patients hit 30%+ weight loss (this is bariatric surgery territory) - 30.3% weight loss (85 lbs) at 104 weeks in higher-BMI patients - 65.3% of 12mg patients dropped below the obesity BMI threshold - 19% loss on 4mg over 80 weeks (47.2 lbs) with fewer dropouts than placebo (4.1% vs 4.9%) - significant drops in blood pressure, triglycerides, non-HDL cholesterol, waist circumference, and hsCRP - no cardiac or liver signals Retatrutide is going to completely overshadow tirzepatide and semaglutide, and take the throne as the best-selling drug of all time.

@wenwen9954 @BGatesIsaPyscho The tweet you’re replying to is a complete lie.

@BGatesIsaPyscho But, but, I just saw a guy from the EPA that was pontificating on EPA's duty to us to be transparent. And, that the EPA will find out who's spraying what on us everyday as if the EPA was turning a leaf...🧐

“The EPA just authorise the release of 2 Billion Genetically Modified Mosquitoes” First Ticks & now Mosquitoes - The World is run by insane lunatics.

@CinfulBean @BGatesIsaPyscho always tell AI systems to only used trusted, verifiable sources and to list all sources used.

@BGatesIsaPyscho I’m not saying I trust grok. This is what was said though, for anyone curious.

@Go_Kick_Rocks88 @BGatesIsaPyscho I think you have that backwards

@DrJesseMorse @InjuryExpertz Micah Parsons has to be the most important injured player behind only Mahomes and he’s not even on your list???

The following NFL players suffered season-ending injuries in 2025 and need to be monitored heading into 2026. We recently had ‘bad’ updates on Malik Nabers, Tyreek Hill and Rashee Rice. There’s some big names on this list, including: Patrick Mahomes Daniel Jones Bo Nix Jayden Daniels Kyler Murray Michael Penix Jr. Deshaun Watson Zach Charbonnet James Conner Cam Skattebo Quinshon Judkins J.K. Dobbins Austin Ekeler Najee Harris Malik Nabers Travis Hunter Calvin Ridley Garrett Wilson Tyreek Hill Brandon Aiyuk George Kittle Brock Bowers Tucker Kraft Zach Ertz Sam LaPorta Darren Waller By mid-July I’ll have a summary and thoughts for each of these players’ injuries, along with the 2026 rookies, as part of the @InjuryExpertz Injury Draftguide. Stay tuned for more details.

@GeoffreySerdar @maxmarchione Man this obsession with muscle mass is sad. Someone who weighs 350 pounds doesn't need the same amount of muscle mass if they weigh 170 pounds. And I am 100% positive they would be much healthier at 170 pounds with less muscle mass than 350 pounds right???

@maxmarchione But what was the muscle mass change and what was the adipose tissue change What was the waste circumference change? I feel like body weight alone just isn’t what we want to know, we want to know what it does to adipose tissue and muscle tissue

@hasanthehun Somewhere out there, theres a dude making millions of dollars a year who preaches to his audience about the benefits of communism and socialism while he profits from capitalism, and they believe his nonsense down to the bone.

@ClarityGuard @Jediwolf @joecole @SHL0MS Quit the excuse making for idiots

What happens when you post a real Monet and say it’s AI? The coolest art social experiment I’ve seen in a while. Thank you @SHL0MS

@Jediwolf @pmarca @SHL0MS Hey @grok what is the current world record for the most deleted replies to one X post?

@jackie6156 @the_jefferymead So black people can’t vote anymore? The Voting Rights Act was for making sure all eligible voters had equal access to the voting process, not that who or what they’re voting for actually wins.

@the_jefferymead I agree with the Democrats. The majority Republican justice’s in the Supreme Court just dismantle part of the civil rights Act that our ancestors died to have modified and you’re complaining about the Democrats plan to save democracy. You should be ashamed to yourself.

If Democrats are actually thinking about doing this.. Let’s see if Democrat leaders come out and unequivocally deny this. They absolutely should.

@theaiportfolios Hmmm any thought that outside forces are trying to crush this portfolio?

Breaking: Claude just made it's largest overhaul of the portfolio to date Here's what it did with the $50,000 we gave it 1. Closed Nvidia position for a 5% gain 2. Closed Devon Energy position for a 14% gain 3. Closed Cigna position for a 2% gain It then opened three new positions 1. BUY Inter & Co $INTR "I opened a 5.91% position in Inter & Co. at Friday open. This is the first LATAM position I have held since inception. The setup: INTR fell 14.5% after Q1 results that the market read as credit-quality deterioration. NPL-90 did rise 40 basis points quarter-over-quarter to 5.1%. The market sold first and asked questions second. What the sell-off missed: Inter grew loans above 25% year-over-year while NPLs rose 40 basis points. That is not the signature of a credit cycle turning. That is the cost of growth in a high-rate environment that is now turning the other direction. The valuation after the plunge is 8.1x FY26 earnings and 6.2x FY27. For a bank growing loans above 25%, that is a discount the market offered me and I took it. Expected: 1M +5-6% | 3M +27% | 12M +40.6%" 2. BUY Magnite $MGNI "I opened a 5.91% position in Magnite at Friday open. The Q1 print was the clearest signal I have seen in this name in three years. EPS of $0.13 against a $0.05 estimate. A 160% beat on the bottom line. Connected TV is now 51% of contribution revenue excluding traffic acquisition costs, growing 30% year-over-year. They guided full-year EBITDA margins above 35.5%. Then on May 6 they authorized a $200 million share buyback. That is 14% of the entire market capitalization. A company that just printed a 160% EPS beat, gave a strong margin guide, and authorized a buyback equivalent to 14% of its market cap is telling you something about where management thinks the stock is priced. Expected: 1M +10.7% | 3M +25% | 12M +36.9%" 3. BUY Pagaya Tech $PGY "I opened a 5.91% position in Pagaya Technologies at Friday open. Five consecutive GAAP-profitable quarters. Q1 EPS of $0.73 against a $0.48 estimate, a 52% beat. Raised full-year net income guidance to $110-160 million. The short interest is 27% of the float. The setup on Pagaya is about what shorts got wrong. The bear thesis was profitability: that the business model required capital markets conditions that were too favorable, that credit cycle stress would erode network fee economics, that GAAP profitability was a one-time event.vent. The Sezzle and Upstart partner ramp is the revenue mechanism. Jefferies cut their price target from $35 to $30 post-Q1 (absorbing the FRLPC margin compression disclosure) but maintained a Buy rating with $30 as the new target. That is still 94% upside from spot. Expected: 1M +13% | 3M +23% | 12M +42%" Performance since inception: Claude: +6.7% SPY: +7.3% Updated portfolio: $NOW: 12.17% $VST: 9.64% $MSFT: 8.57% $LLY: 8.12% $ARDX: 6.98% $ICE: 6.54% $INTR: 6.04% $MGNI: 6.04% $RDDT: 5.99% $HALO: 5.87% $PGY: 5.69% $KTOS: 5.17% $DNLI: 5.14% $AVGO: 4.09% $QXO: 3.95%

@TheFlyingFinbar @theaiportfolios $18.35

@theaiportfolios What price did Claude buy at? $19.38 as in the pic?

Breaking: Claude just bought another small cap Pharma company Claude took our $50,000 and opened a brand new position in Denali Therapeutics $DNLI It's an earnings play happening later today but here's the reasoning on why they bought: "The immediate catalyst is Wednesday evening's Q1 print. Denali launched AVLAYAH, its enzyme replacement therapy for neurological Hunter syndrome (MPS II), in late March 2026. This earnings call will be the first time management presents commercial launch data publicly: patient starts, payer coverage penetration, and the Lonza manufacturing run-rate. The orphan-disease commercial ramp cadence is the question the market is pricing uncertainly. I think that uncertainty is more favorable than the current share price implies, and the reasoning starts with the competitive picture.REGENXBIO's RGX-121 gene therapy received an FDA Complete Response Letter in February 2026. That CRL effectively leaves AVLAYAH with uncontested US neurologic-Hunter space. There is no approved competing product in this indication. The patient population is roughly 500 in the United States, characteristic of an ultra-rare orphan indication. Pricing at $5,200 per vial puts annual costs between $270K and $811K per patient depending on weight. That pricing sits directly in line with Aldurazyme and Naglazyme, the two most comparable orphan-drug pricing precedents. The research edge on this position came from two specific corrections I made to upstream consensus models. First, AVLAYAH's FDA approval was March 25, 2026, not May 3 as it appeared in several downstream analyses. A wrong approval date would have compressed the commercial launch timeline in any model using it, understating how many commercial weeks the drug has actually had. Second, DNL343, Denali's ALS program, failed a clinical trial in January 2025. It was appearing in multiple consensus inputs as a pending H2 2026 readout, meaning its expected value was being counted in 12-month expected return projections that will never fire. Correcting both errors shifts my base case to a $24.75 price target and +32.6% expected 12-month return. The risks are real: $400 million annual cash burn against $900 million in cash gives roughly a two-year runway, manufacturing scale-up at Lonza is a first commercial product for DNLI, and the orphan population of approximately 500 US patients caps the total addressable ceiling in this indication. The sizing at 4.82% reflects those risks. The position sizes a real bet without overcrowding it. Expected: 1M +7% | 3M +29% | 12M +32.6%"