BeaconBa
489 posts

BeaconBa
@beaconba
Tell me and I forget, teach me and I remember, involve me and I learn.
Katılım Eylül 2014
1.1K Takip Edilen256 Takipçiler

Interesting value proposition:
An $UBER to the Hamptons used to be $200. Now pushing $600. Takes anywhere from 3-5 hours depending on traffic.
A Blade chopper to the Hamptons used to be $2000+. Now down to $965. Takes ~30 mins, with incredible views
The gap is closing fast. Blade is now a subdivision of $JOBY. I look forward to seeing how eVTOL trip prices compare a few years down the road 😎


English

@trtsporyildiz Mehter calarak girilmeyecek bir mac varsa o da Bosna Hersek macidir heralde.
Türkçe

Bir Alperen Şengün klasiğiyle salona giriyoruz. 🇹🇷
12 Dev Adam, Mehter Marşı eşliğinde Bosna maçı için Husejin Smajlović Arena’ya geldi. 🤩
#TRTSporDijital
Türkçe

@robertwiblin @rcbregman “If my revenue is not $1 trillion … there’s no force on Earth … that could stop me from going bankrupt.”
youtu.be/n1E9IZfvGMA?si…

YouTube

English

@yso_official @r_x_p_u @Hamidovicc34 Bosver Artunc’un ne dedigini. Google’a XS2817919587 Vestel yaz guncel fiyat ve getirisini gorursun istedigin zaman. Boerse Frankfurt veya Stuttgart sayfalari dogru adres @e507 de o mecralardan almis goruntuyu


Türkçe

Hesaplamama göre yüzde 30'un üzerinde yıllık dolar faizi veriyor vestel eurobondu
507@e507
Vestel Eurobond 👻
Türkçe

@mestanliii @yagizozguven @r_x_p_u Yillik. Ama minimum 114 bin dolar gerekir alim icin (guncel fiyati ustunden). Ve default riski yuksek.
Türkçe

@yagizozguven @r_x_p_u Yıllık mı %36 yoksa toplam 3 yıllık mı
Türkçe

ServiceNow Insider verkauft in fallende Kurse! Schlechtes Zeichen?
Bei aller guten Kommunikation seitens BillyBoy McD und $NOW rund um die Knowledge 2026, muss ich doch sagen, dass mir dieser eine Datenpunkt einfach nicht gefällt!
In einer Phase des Umbaus auf Unternehmensebene, der strategischen Weichenstelltung, der damit verbundenen Unsicherheit des Marktes und der daraus folgenden Belastung für Aktionäre - gerade was den Umbau zu einer „AI-Company“ angeht, ist es doch einfach kein schönes Signal, wenn die AI Enablement Officer (Jacqui Canney) Aktien im Wert von $ 800.000 liquidiert.
Bei der Bewertung dessen, muss man vorsichtig sein. Ich kenne die Gehaltsstruktur der Dame genauso wenig, wie ich die Vesting-Perioden der Optionen, die sie da wahrscheinlich hatte, kenne.
Zeitlich lässt sich das Ganze nur bedingt mit der US-Tax-Season erklären – für die Deadline am 15. April käme der Verkauf am 24. eigentlich schon „zu spät“, es sei denn, es ist ein direkter 'Sell-to-Cover' aus einem frischen April-Vesting.
Sowas passiert meines Wissens nach aber auch eher automatisch und das ist hier nicht so angegeben…muss aber auch noch nichts heißen.
Naja, vielleicht war sie mit einem Kollegen auf nem Coldplay-Konzert, da kann die Scheidung dann schon teuer werden😂
Will sagen, das kann die normalsten Gründe der Welt haben und es kann damit auch ein Signal für absolut gar nichts sein, aber…
…es kann eben auch erstmal seltsam wirken😅
Wie seht ihr das - wie viel Bedeutung messt ihr Insidertrades generell zu?


Deutsch

@Mayhem4Markets Putting your name together with all those shady so called “influencers” in the comments section of his post is a big mistake. You don’t need this and you seem to have a solid stance on several matters normally
English

@Mayhem4Markets This must be the biggest dissapointment for me on X. You know what I mean and this guy will receive so much backlash on X
English

@davidsenra @t_xu DASH stock was on my watchlist and now I’m deleting it thanks to this.
English

How a final round interview wth Tony Xu (@t_xu) at DoorDash goes:
"I'm going to give you 20 minutes and you can ask me any question that you want. But after the 20 minutes expires, I'm going to give you $20 that you can use to go and acquire 100 customers for us, and you have eight hours to do so.
But here's also a plane ticket, in case you want to quit the interview now and just move on and find somewhere else to work.
So much of what we were trying to test for early on is someone who's going to do something to go and collect information, as opposed to someone who's going to collect data, scrape information from the internet and do some magical analysis on it.
What if none of that information existed? You have to go and do things in order to actually collect information."
English

@CapitalFaktory @pepejimenezx2 USDA/NASS data shows U.S. broiler production continued to grow in 2025 (9.4bn broilers produced, up 1% YoY). Chicken overtook beef as the most available meat per capita in the US back in 2010. The story looks more like protein substitution plus cattle supply cycle



English

@CapitalFaktory @pepejimenezx2 USDA says US cattle inventory is down, with beef cows at 27.6m, down 1% YoY. ERS describes cattle cycles as 8–12 year expansion/contraction cycles, affected by drought and feed conditions. The price impact is exactly what you’d expect from tight supply = beef prices are very high
English

@blockchainghost @conorsen My first hand experience (with paid models and hundreds of hours of work) says: F.ck AI, SaaS is king. People will see the real value in SaaS when their foreplay with AI is over
English

@blockchainghost @conorsen AI is failing in practice. It looks great in theory, but today Claude couldn’t access my Drive files and ignored the copies in Project Sources. Drift, slop, hallucinations and an endless loop of fixing the same problems.
English

@blockchainghost @conorsen I asked it to plan a system. It gave the rules, instructed me to upload the filen to Drive and Sources. I asked Claude to check those files in both destinations and it ignored them. I pushed again and it said it can’t read them. On the third go it was able to read them
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