Bruce Kleinman

“Never in the history of man was lying been so well rewarded than in America over the past decade. The true bubble wasn’t stocks or even cryptocurrencies; it was deception. And it appears to have been in everything at once.” —Peter Atwater @Peter_Atwater Financial Insyghts

@John_Hempton Hi @John_Hempton, are you still long Regeneron? Asking for a friend.

Longs have been great this year so far. Proper outperformance. But almost every single day we have had negative alpha on the shorts. (Only large exception was the Chinese AI day.) Today we had positive alpha on the shorts. Like finally. May it be the first of many.

@Peter_Atwater Correction: THE Buckeye meme coin

So, when does the Buckeye meme coin launch tonight?

@RealJimChanos Clearly it's the Icelanders, Jim, what with their sagas and all.

Who is threatening Greenland? The Canadians…?!

@Peter_Atwater But Peter, everyone can have CRYPTO!

FWIW - It is going to be very interesting to see how Main Street reacts to a small group of the world's richest men telling them what they can and can't have from the Federal government.

@Peter_Atwater WEN KLEPTOCRACY ETF

There's a sentiment indicator in here somewhere...

@evan_lorenz Totally with you, Evan! Why on earth did he stop short of running 100,000 simulations?

Nate Silver has been downgraded to bronze.

“They don’t ring a bell at the top” Hold my beer … @Peter_Atwater reuters.com/technology/art…

Nature breaks are different in the #OlympicGames

@hmeisler Check out the Mint mattress from Tuft & Needle.

I need a new mattress for my guest room. Been listening to podcasts so I can hear all the ads. What happened to all the ads?!!!! Seriously, anyone have a reco on a new mattress? Nothing fancy. tyia

@buccocapital And we said Elon wasn't self aware. 🤦‍♂️

Lol. Lmao even.

@coloradotravis Can't we generalize this to any PhD?

@coloradotravis Offhand, I’d think that such an awesome restaurant would have the wherewithal to actually cook the food. 🤷‍♂️

@coloradotravis Cameras in phones ... not a security risk, amirite?

@coloradotravis It's not just a longer bar. It's a longer RED bar. 'Cause red has only positive connotations?

@Sonos Sonos users: wtf, these don't integrate into my system! Everyone else: who is hell is Sonos?

Our highly anticipated headphones are here. Meet Sonos Ace. Enjoy up to 30 hours of battery life, exceptional comfort, and elevated listening like never before. This is the way sound should feel. Learn more and preorder today. bit.ly/4dLqsYm #Sonos #SonosAce #Headphones

@fleckcap @AitkenAdvisors @bassamus @MiamKitty @ptgruska I'm not seeing those at BevMo, Bill, please advise.

@AitkenAdvisors @bassamus @MiamKitty @ptgruska this was the serious part of the evening...all wines were all stunning and fresh!!!! the labels are hard to see so from the right: 73 drc montrachet, 71 drc Richbourg, 55 clos des tart, 49 corton bressandes, prince de merode.

@MiamKitty @ptgruska @bassamus at a buddys house in burgundy. great whites to start the evening, going to be a bit wild, stay tuned.

@laura_nelson @rogervincent F—ing genius: “The last thing we need is a new apartment building full of customers next door!”

What an L.A. story, from @rogervincent: The owners of the pricey, celeb-studded grocery chain Erewhon have filed an environmental lawsuit against the city of Los Angeles to try and stop the construction of a 520-unit apartment building. latimes.com/business/story…

@SantiagoAuFund Brent. Please.

What is your favorite Black and White movie? La Haine

@coloradotravis Would be fascinating to keep track of his vacuous unmet promises across the Elmo Empire. For example, has “the end of the bots is nigh” been promised more or less than robotaxis?

@rohangrey X-Silicon is a no-track-record startup, so I don't see them moving the needle on RISC-V progress (dev tools, for example). Outside of the CPU, X-Silicon is "shopping around" for a GPU, which isn't a good look imho. Meanwhile, Intel is pedal to the metal with Lunar Lake, et al.

@brucedkleinman Thanks for this - any chance that it will reduce the catch up hurdle/timeline between RISC-V chips and the big players?

Any hardware savvy people got the down low on this new X-Silicon GPU/CPU chip proposal? Is it bullshit? How long do I have to wait as a sober-minded realist before I allowed myself to get a little excited by its potential?