MyFriendTheOrangedog

@deadbrew1 👀

We got to the house around 11:30 and unpacked what we had shoved in the Bronco… it’s happening 🥰👏🏼👏🏼👏🏼 Now we are at Moat Mountain getting some grub before we go to Walmart to pick up supplies until the movers get here with our stuff Beers and appetizers 👍🏼

Day 5 of the journey… shirt and sweet The shroud of silence didn’t last long… it’s now the blanket of baby cries 🙄 Only a 3 hour drive though so it wasn’t crazy Our last leg took us over the Kanc… it was actually snowing a little over the Kanc pass 😳

@BullMarketBoss Sorry I had to do that to you…….

@YoTheOrangedog 🔥👀

🥩🔥❤️

@YoTheOrangedog @grounder761 I see your Rod Stewart and Barry Manilow and raise you Bob Dylan.

@floydianship @grounder761

I'm going to ruffle some feathers with this but... Rod Stewart. I don't get it.

Tesla is the most successful CON in the history of capital markets. Not because the cars are bad. But because the entire business is engineered to impress on first glance and collapse under scrutiny. And the culture around it has made facts completely IRRELEVANT. I've never seen a company where the gap between what is promised and what is delivered is this wide, for this long, with this little accountability. Tesla's Full Self-Driving system is marketed as autonomy. But it is not autonomy. It is a camera-only system running probabilistic inference. The car is making statistical guesses about what it sees, thousands of times per second, with no redundancy when those guesses are wrong. Probabilistic inference controlling a two-ton vehicle at highway speed with your family inside. NHTSA has two open investigations covering 3.2 million Tesla vehicles. One was escalated to a formal Engineering Analysis in March after 9 crashes, including a fatality, where the system FAILED to detect sun glare, fog, and dust. The cameras went blind and the car kept driving. In Austin, Tesla's robotaxi fleet has reported 15 crashes across roughly 800,000 miles. One crash every 57,000 miles. The average American driver has a police-reported crash every 500,000 miles. Tesla's robotaxis crash at roughly 4x the human rate, WITH a safety monitor sitting in the car whose only job is to prevent crashes. Waymo operates over 2,500 fully driverless vehicles across multiple cities with no human backup and maintains a crash rate 85% below human drivers across 127 million autonomous miles. Tesla has ONE unsupervised vehicle in a tiny section of Austin. But here's what really makes Tesla different from every overvalued company I've ever analyzed: The facts do not matter to the people who own this stock. Every missed deadline, every broken promise gets filtered through the same response: attack the messenger. Call them a short seller. Call them a hater. Anything to avoid looking at the actual numbers. It's an online ecosystem that has made itself completely immune to facts. And Musk baked that dynamic into the culture from the beginning. Every time the fundamentals deteriorate, the faithful don't sell. They double down. When your shareholder base treats every dip as a buying opportunity regardless of the data, the stock becomes untethered from reality entirely. That's literally a religion with a ticker symbol. I highly suggest you read Edward Niedermeyer's book Ludicrous on this. And now it even gets WORSE... CapeFearAdvisors published a piece this week that should be required reading. Tesla's 2025 CEO Performance Award contains a change-of-control provision: In the event of a change of control, ALL operational milestones are disregarded. No million robotaxis, Optimus robots, or $400 billion EBITDA. NONE of it. So if SpaceX acquires Tesla at $8.5 trillion, every tranche of Musk's 423 million share award vests immediately. A single acquisition at that price triggers the full vesting of both plans at once, with no way to claw them back. The milestones everyone argues about are just a distraction. The mechanism is the change-of-control language buried in the SEC filing. This is about engineering the largest personal wealth transfer in modern financial history and using the narrative machine to keep the price elevated long enough to execute it. I've seen every bust of the last four decades. But this one is different because the cult of personality is stronger than anything I've witnessed. The movement around this stock cannot be touched by facts, and that is what makes it so dangerous. But the math always wins. ALWAYS. It just takes longer when the con is this good.

How about this Sunday dinner sipper? Without a doubt one of my favorites of Chardonnays. Loads of citrus, buttery brioche, bright floral aromas, great acidity & balance, with a long finish. 2019 Peter Michael Cuvée Indigène. Cheers!

1. Because it is one of the main reasons are country is one of the most powerful in the world. We have a long tradition of importing highly motivated people to improve our country. 2. Because it lowers costs for Americans. ~25% of US doctors are foreign born. Think about how many are 1st gen Americans. So without that “competition” would you have a doctor? 3. All the best things in America are driven be fair competition. All the worst are formerly fair competitive areas where sneaky people put up barriers or subsidies eg private equity roll ups, liberation day tariffs, fake disability/welfare or how you can buy a house because no one lets you build. I literally got ratio’d by someone who said we should go back to our founding stock. I got ratio’d by someone who wants to deport 100 to 200 million people if not more from the United States, including me and most of the people reading this. Do you realize how delusional that is? The United States needs strict enforcement of the border. Illegal immigration should be zero. Legal immigration must be vetted and focussed on making the country better and then those people must be culturally integrated into the nation. But sorry, without competition, Americans will just get even lazier and disconnected from reality. You’re not an Arabian prince with an oil inheritance. You are an American which achieved its country’s greatness through immigration and that’s a fact. We are all immigrants, from natives to African slaves, to “founding stock”, to the Chinese imported to build railways and then banned, to continental euro whites, to USSR escapees, to Mexicans, to everyone’s favorite: H1Bs If you don’t understand this, not only are you wrong but you are on the wrong side of history. 95% white america is done. It’s over. It’s demographically impossible. Just look around or at the data of young people. I don’t have a problem with white people. I am white. I don’t even have a problem with people saying racist things. But what I do have a problem with is anyone, regardless of their origin, thinking stuff like “I am superior because of my race” because it is 1) wrong 2) leads to the most evil acts our species commits.

@floydianship They are so handy! We do the exact same, marinade and all.

@YoTheOrangedog Fuck yeah lol!!!

Love to grill boneless thighs that are marinated

Chores done. Taking it outside to chill.

@GPinac81 @AliceinDCland LOL. Medal Monday!

@AliceinDCland I wear it the next day too

omg live a little

@AK_El_Jefe I think you can wrestle black bears when in season and with the proper permit. WWF rules apply.

Quick video to thank all of the big game experts and firearm aficionados out there in the Twitterverse. You may have saved my life!

@miller304 I have a giant $75.00 bag of peanuts 🥜 in my living room for them and the crows. Becky’s not super stocked about it.

I feed squirrels and birds in my backyard. Just looked out the window and saw a squirrel that had been ran over in the street in front of our house. Honestly pretty bummed about it.

@mageeclegg It’s everywhere else INSIDE Chile that’s so damn hard to get to. lol.

People don’t realize how connected Santiago 🇨🇱 actually is… Direct flights to: 🇺🇸 Miami, Atlanta, Dallas, Houston, LA 🇨🇦 Toronto 🇪🇺 Madrid, Paris, London 🇲🇽 Mexico City, Cancun 🇦🇺 Sydney 🇳🇿 Auckland And direct flights across South America’s major cities. There’s even been talk of a Singapore route. It’s far from everything… but you can get anywhere.

@WhittedMic94176 @Quadcarl I saw 56?

@Quadcarl Anthony Keidis is 63, dipshit. If you're going to insult him then at least get his AGE right!!

Nobody with a daughter who talks to them is OK with this.

@tara_ucf Damn. Ice melts and our gal gets fight in! 🥶

@YoTheOrangedog Water is freezing but weather makes it worth it

Lake days >>>>> #PNW

@tara_ucf Welcome aboard.

I turn FIFTY this month. Holy shit, it's getting real...