awy

@tolstoybb absolutely nothing

What the fuck is even going on

@BadNAFOTakes 🤡🤡

NAFO fella graciously leaves NAFO and instead changes his pfp honoring a war profiteering corporation

@alexbward 🤡🤡🤡 the mines bro

President Trump did not announce an escort mission just now, US officials say. Project Freedom, earlier called the Maritime Freedom Construct, is a coordination cell. It’ll tell US-flagged ships and others the safe lanes to navigate the Strait of Hormuz (aka no mines, etc.)

@mdubowitz 😂😂

Poll: Majority in U.S. Think America Winning in War With Iran (Harvard CAPS/Harris Poll) April 23-26, 2026 74% think the U.S. is winning in the war with Iran, including 60% of Democrats, 91% of Republicans, and 70% of Independents.

@Craaazy1231 it's cheap because theres a massive ocean of shares. the value is there.

$NOK Is it too late to enter this? I see everybody saying this would hit $20 in short term. Any bear cases on this? I'd love to read about it

@Mylovanov 🫡🫡

More Colombians fight on Ukraine's front than any other foreign nationality — about 7,000 men, the largest single contingent by a wide margin. Decades hunting guerrillas, paramilitaries, and cartels at home prepared them for the trenches of Donbas. — United24. 1/

@AlecStapp also not true

Fascinating: AI tutors aren't actually making Go players stronger.

@mattyglesias consider this, leftists can be retarded

What is the upshot of the Platner tattoo discourse? Let's say I find his story fishy. I'm supposed to worry that this seemingly left-wing guy supported by all the left-wing people is secretly a Nazi just pretending to be a progressive populist?

@mattyglesias have you considered the possibility that progs can be utter retards

Correct, my (accurate) premise is that Nazis were and are right-wing this is why the tattoo allegations did hurt Platner on Bluesky but don't make a ton of logical sense.

@JamesSurowiecki incorrect

If JetBlue's acquisition of Spirit had been approved, there's a good chance JetBlue would now be headed into bankruptcy, too.

@mattyglesias that's so retarded lmao 😂😂😂

Another example — I agree that the tattoo situation reflects somewhat poorly on him in a non-specific way, but what is the specific worry a voter is supposed to have about Platner? Yes, he gets a pass on being a Nazi because progressives think he’s progressive (ie not a Nazi)

@mattyglesias @ElliotMalin 🤕🤕🤕🤡🤡🤡😂😂😂

@ElliotMalin I in fact did not do that.

Did you just blame the Jews for being upset about someone having a Nazi tattoo running for office, @mattyglesias? Just want to make sure we are understanding you correctly here.

@ZenobleResearch it's only memory vs other parts of the system fighting for the same slice. memory producers are like opec

The bear case for memory: $SNDK $MU You currently have ~5 massive companies fighting for supply in a dynamic where they each THINK they’re going to take the majority of AI market share. They’re all attempting to outbid each other in price AND order size to win contracts. What happens when a winner emerges in 2027-2028 and takes 75%+ market share the way Google did in search (vs Yahoo, AOL, MSN)? This is why Micron trades at 5x P/E. Semiconductor CEOs are simply not going to admit this is one of the most cyclical periods for memory in history when their personal net worth and their employees’ net worth are attached the company stock price.

@CitronResearch 🤣🤣🤡

Citron is Short $SNDK — They Don't Ring a Bell at the Top We don't need Anthropic to announce they're making NAND. Samsung is already the 800-pound gorilla, and they've been running this playbook for 30 years. While TV pundits pound the table herding retail into cattle cars, Western Digital, the long time investor, sold a significant portion of its holdings days ago, 25% lower. Ask yourself why. Because they know the cycle is approaching a peak, and they're not waiting for the bell. The market is pricing SanDisk like it's $NVDA. There's one problem: NVIDIA has a moat. SanDisk sells a commodity. We've seen this movie before 2008, 2012, 2018. It's never different this time. Memory is a cycle, and cycles peak. Samsung has a 30-year history of choosing market share over margins. They wait for pure-plays like SanDisk to get comfortable at 50% gross margins, then flip the switch. But this time it's worse. Every $SNDK bull should read attached article Samsung just told the world they won't sell anything under 50% margins and they're moving their best chips into the same premium SSD market SanDisk calls home. They're not just the capacity gorilla anymore. They're going after SanDisk's best customers with cheaper, newer technology. And the only thing keeping supply tight right now? Samsung's temporary yield problems in another product line. That bottleneck has an expiration date. With double the capacity of the 2018 peak waiting in the wings, this "shortage" is a supply mirage that can vanish in a single earnings call. Hockey shout-out: Shorting $SNDK is skating to where the puck is going. By the time the cycle normalizes, this stock will already be much lower. technetbooks.com/2026/02/samsun…

@Acyn 🤡🤡🤡

Trump on US Navy Seizing Ships: It’s a very profitable business. We’re like pirates.

@PrisonPlanet 🤣🤣

Spain's mass amnesty of half a million illegals has caused a "functional collapse of social services across Madrid." Who could have possibly foreseen this?

@FroemelAndy @EthanLevins2 🤡🤡🤡

@EthanLevins2 Russia should have taken over Ukraine within the first week. He went easy, avoided war crimes, and it only led to way more Russian and Ukrainian deaths, and the West still hates him.

Massive damage to Russia’s Tuapse oil refinery. It’s time for Putin to end this madness. No more caution. Unleash the Russian Air Force.

@EthanLevins2 🤡🤡🤡🤡

@mattyglesias it has to do with the changing character and composition of the left.

@stevehou it's changing the entire scaling structure of software firms, making internal stack building much more viable. smaller teams but many more teams

Is Jensen’s prediction that “we are going to need more software engineers in this country than ever” starting to be borne out?!