SusUser

@TheLAPurchaser No one taking it seriously but perhaps globalism. New York is the bleeding edge on planet Earth. NYT part of that in a weird way… (TSM is a bet on globalism in a way)

Why does $NYT trade at 30x P/E? What is the bull case here?

@ChrisBarnardDL @eastdakota @RainmakerCorp @Deer_Valley Have you heard of rain?

@eastdakota @RainmakerCorp @Deer_Valley > one of the worst winters on record for snowfall > "we didn't lack precipitation" lol

It's painful to see @Deer_Valley closing early this year. Hundreds of jobs, thousands of tourists & millions of dollars into Utah's economy lost due to snow drought. We can help.

@jfullerucla @sbwnhtx @bonchieredstate Willing to do an even odds bet?

This is a Talarico internal. He's not winning. I don't care how bad of a candidate you think Paxton is.

@plantmath1 You can make 400% return betting on “just” 250+ Dem seats on Kalshi right now. Let’s see the receipts!!

At this rate, Dems are going to have 275 seats in the house after the midterms.

@GaetenD Cmon Gaeten, no other country is held to this standard. Iran is one of if not the largest state sponsors of terrorism in the world. And allowing them to have a nuclear weapon could have catastrophic consequences. If they were antagonizing any other country, diff response seen

I hate this. Disagreeing with Israel on policy isn't inherently anti-Semitic.

@towheretobegin commutetimemap.com

When I moved to new york, I found it hard to visualize what commute times actually looked like. The same dilemma occurs every time you move, or even book a hotel: what's actually accessible in 20 minutes of public transit? Deployment link below

NYT: Guy who tried to blow up a synagogue was just avenging family who definitely weren’t terrorists. Lebanese journo: They were part of Hezbollah rocket unit US feds: Family were terrorists and suspect had terrorist contacts on phone.

$STM. Nice series of tailwinds here >cyclical trough, capex down by half, revs down 40%, 15pt of GM lost post EV bust. Company shutting down some old shitty factories will provide a lift to GMs alone, lead times stabilized, inventories cleaner as per rest of analog >IDM so you'll get a natural rip as utilization recovers with price. >half the biz is Auto/Industrials, which I do believe will continue to recover. STM32 ecosystem is stable, 1.5m devs. >25% Personal electronics which is challenged, however 17.7% of revs is Apple, which I believe will massively outperform other consumer hardware >Ramping Crolles PIC100 photonics Foundry build out w/ GFS, 1.6T capable to potentially supply large hyperscale customer needs direct. Built with 2b of Europes Chip Act money >15% is power semis SiC/GaN needed for 800v Archs. Compact, performant packages, named ecosystem partner with NVDA. Company guiding $230m SAM per GW of compute. $1b total AI exposure in 27. 17x 27 numbers. People never get the cyclical part of margin recovery correct and BBG has 39% by 28, will be faster than that. Biggest swing is if the industrial/auto recovery can sustain. Definitely big upside to numbers from the photonics exposure and power, which will pretty well come together. Hard to know where GTC design wins land, but expectations here are lower than IFX for sure. Prolonged higher gas prices may bring some renewed interest in EVs and give a boost in sentiment if that can flow through to delivery numbers NT

@WisconsinProg @0hour1 “Immigrants” . Nice. Now let’s see illegals

@0hour1 Well they don't.

I didnt want my tax dollars going to illegal aliens and drug dealers. Hows it fucking feel David?

Must feel bad to have your entire 1,000 year ethnoreligious project get dog walked by a small 75 year old country.

@SinoopyS @OnlyInBOS How do we get oil from under the sea floor then?

@OnlyInBOS Wouldn't tapping it crack it? That sea water is on top of it. Can you drain it without rupturing it? I suspect not.

They just confirmed a massive freshwater reservoir off the coast of Massachusetts. Possibly 20,000 years old. Big enough to supply NYC for 800 years. There’s literally a hidden ocean of fresh water beneath the Atlantic. livescience.com/planet-earth/r…

@mbguercio @mweinbach I love when companies collect my personal and biometric data to sell to foreign governments

@mweinbach Ok, I will try it - the Obsidian with Titanium SuperKnit Luxe band is free and if I get a year for $359 free from Chase, why not? But I'm guessing I cancel before year 2 starts billing.

Whoop membership is now included with Chase Sapphire! This is huge for chase sapphire card holders because whoop is actually great

@ContrarianCurse @compoundingcap1 So all this AI investment is for shiz & gigs?

@compoundingcap1 You say unemployment like it’s a given, it’s not

I'm pretty long $DIS now. Been in LO purg for years basically other than Trian. Iger stabilized the biz and catalyst path for 26 looks great >right guy to take over, parks is, and will remain the future of the co. Likely get an AD by summers end, prob bagged the guide for him. Looks like other talent will stay. Bad talent like Kennedy out the door. Woke is dead, and if an activist was to step in, prob next 6m >Studio on a heater with Zootopia/Avatar doing well. Fat slate in 2H Avengers back after a good breather, Mandolorian as well. 2027 has Frozen and Avengers finale. TS 5 and new pixar IP in 1H >new capacity in Paris with Frozen, new ship for Asia with 6,000 capacity, new rides for 26. 27 new 11 acre Tropical Americas. Medium term huge expansion of capacity and fresher content >Corporate action still in play here. Spinning out TV/Sports would probably work for both newco and remain co honestly >Sports will stabilize as they clean up the offering, price hikes prob coming, but will be given headroom by NFLX to continue to raise price Think it is all coming together here honestly for a mid-teens multiple without the AI uncertainty/headwinds. Still think park is undermonetized due to capacity issues, and room to add many more luxury perks/experiences. The regular park pass will look more and more like a Basic Economy seat on a plane

@plantmath1 @TravisHoium Best LIDAR play?

@TravisHoium Yep. I am all aboard the LIDAR revolution.

Viral autonomous snowblower - Brought to you by LIDAR technology.

@wallstengine Source?

$JCI on Jensen Comments: "We’re aware of the comments made at CES regarding liquid cooling and reference designs for next-generation chips, as well as the broader industry discussion that’s followed. We can’t comment on specific customer technologies, their design assumptions, or any potential business implications. Datacenter cooling strategies vary widely by operator, system architecture, density requirements, and site-level conditions. Different approaches—including air, liquid, and hybrid solutions—can coexist depending on customer design choices. And even with increased use of liquid cooling at the rack or server level, heat ultimately still needs to be rejected from the facility. Operators use a range of technologies to accomplish that, and the mix deployed depends on the site and overall thermal management design. We’ll share additional perspective on the datacenter landscape and cooling approaches during our upcoming earnings call."

@rascal113646 @JohnRileyPoway @RebeccaKKatz @WSJ @TomSteyer So you want to have multiple wires and powerplants competing to supply electricity? Unfettered capitalism?

@JohnRileyPoway @RebeccaKKatz @WSJ @TomSteyer The salary is the evidence that Utility companies in our state are corrupt and abusive in its business practices. There is no competition. We are forced to use the utility company based on an address.

In @WSJ — @TomSteyer: My Plan to Make California Affordable Again First up: Bust the utility monopolies. wsj.com/opinion/tom-st…

@aresearchguy Why? Shares will be 50% cheaper in 12 months

The fuck, give me a $5b share repurchase program.

@P_Remarks Looks like you dumped your $MTCH

my brilliant nephew with the coup de grace from 8 yeaers ago.

@P_Remarks Could have gotten a DPZ medium pie and cheesy bread for a few bucks more