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@dgorski

Varies Katılım Ocak 2009
76 Takip Edilen36 Takipçiler
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Tucker Carlson
Tucker Carlson@TuckerCarlson·
At some point every Holocaust museum will be forced to include an exhibit on what’s happening in Gaza right now. It’s only a matter of time. Dr. Nick Maynard of Oxford University medical school has been a witness to the genocide.
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Paul Graham
Paul Graham@paulg·
Tucker Carlson interviews a British doctor who worked in Gaza. "Four young teenage boys were brought in, all of whom who'd been shot in the testicles."
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*****@dgorski·
@10_ch_10 I was just a bit early claiming that))
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*****@dgorski·
@10_ch_10 Brothers bought 600k shares at 3.99EUR on May 21st, totalling about EUR2.4M
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TenchInvest
TenchInvest@10_ch_10·
$UBI $UBI.PA up from lows of around 3.8 yesterday to 5.3 today after basically declaring bankruptcy. Just print that graph and put it in the Louvre. I tried to short it but luckily the market maker decided to go on holiday.
TenchInvest tweet media
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Iñigo San Millán
Iñigo San Millán@doctorinigo·
30 years ago I was working with elite athletes and drawing training zones on paper based on blood lactate curves. No substrate data. No indirect calorimetry. Just the conviction that something metabolically distinct was happening at each intensity — and that Zone 2 was where the most important adaptation was taking place. In 2005 I began adding fat and carbohydrate oxidation rates to the picture, and what the substrate data revealed confirmed what the lactate curves had been suggesting all along: each intensity represents a distinct metabolic state, not just a point on a continuum of effort. That work became the Metabolic Map in 2013. Then the metabolic flexibility paper with George Brooks in 2018. And now the updated 2026 framework, which maps four metabolic states onto classical threshold models and asks a question the older models never quite posed: Is the system in optimal metabolic balance, or is it drifting away from it? Lactate turns out to be the best real-time proxy we have for answering that question. It tracks metabolic equilibrium, the onset of drift, and the progression toward overload better than any other single variable we can measure in the field. Thirty years of work. One molecule. One central question. My last substack article open.substack.com/pub/inigosanmi…
Iñigo San Millán tweet media
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*****@dgorski·
@10_ch_10 Ubisoft starts a war with Iran on the weekend?
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*****@dgorski·
@10_ch_10 Trades if a takeover bid is imminent. We shall see
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*****@dgorski·
@10_ch_10 Remarkable trading day today. Let's see tomorrow if the brothers picked up any more shares
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TenchInvest
TenchInvest@10_ch_10·
$UBI $UBI.PA the ShitCo among ShitCo:s comes with another profit warning and now expects a NEGATIVE €500M FCF for THE NEXT FY which includes Assassin's Creed Black Flag Remake. Won't ever touch again. Remarkably bad. #UBI #ShitCO
TenchInvest tweet mediaTenchInvest tweet media
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*****@dgorski·
@10_ch_10 Previous total was incorrect (bloody AI). I had to go in to manually double check (rounded): Apr 20 - 120 k shares at about 5EUR Apr 9-17 200k shares at average 4.35EUR
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TenchInvest
TenchInvest@10_ch_10·
@dgorski They've bought at extremely higher levels too?
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Erz Bor
Erz Bor@545esdfrs·
Alright $GTLB participated in market mania for a bit but now it's time for reality to kick in again, thanks to @bstaples. It's quite rare to see completely incompetent management live in action like this. Just unforced error after unforced error. Incredible! Increasing short!
Erz Bor@545esdfrs

One can bring a bull to water, but if the bull refuses to drink... I wonder when these people will learn and see price action for what it is: acknowledgment $GTLB is a long term zero.

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*****@dgorski·
@1MushroomBank No idea, I am wondering who is still buying them
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First Mushroom Bank
First Mushroom Bank@1MushroomBank·
I'm usually lurking here on Twitter/X but given the recent results published by $NTDOY, wanted to share my updated view: Nintendo is not just a hardware cycle bet anymore. It is increasingly a software attach + ecosystem durability thesis. The key question is not simply: “Can Switch 2 repeat Switch 1?” It’s: Can Nintendo sustain monetization across generations?
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*****@dgorski·
@1MushroomBank No way S1 lasts too long from here - memory demands of newer games are higher. S2 has far more capable specs. Plus the units will start breaking down - a memory port malfunction is essentially the end for S1
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First Mushroom Bank
First Mushroom Bank@1MushroomBank·
What would prove me wrong? - Attach stalls around ~3x beyond FY27 - S1 keeps dominating software into FY28 - Major exclusives fail to force migration - Software cadence disappoints - Cost pressure proves permanent This is not blind faith in Mario.
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*****@dgorski·
@NotA_Bull IF Shopee scales and Latin America mirrors China's competitiveness, $MELI’s margins will likely collapse from 6% to a Chinese-style 2%, far below Amazon’s 10%. Since Amazon’s valuation relies on AWS rather than e-commerce, what are the bulls so excited about? Its digital bank?
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Evan | Investments
Evan | Investments@NotA_Bull·
$MELI is getting smashed after missing earnings. I see a lot of bulls out there, but I’m not sure why. Down 18% YTD … 5.73% over the last 5 years What do you see that I don’t?
Evan | Investments tweet mediaEvan | Investments tweet media
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Iñigo San Millán
Iñigo San Millán@doctorinigo·
This is remarkable. It is n=1 study but with potentially great insights. Thanks for sharing.
Bryan Johnson@bryan_johnson

🚨 I HAVE NO MICROPLASTICS IN MY BALLS 🚨 This should not be possible. Studies show that 100% of men have microplastics in their semen. I am the first human ever to show a complete reduction to zero. This may be a world-first breakthrough in fertility research. I had 165 microplastic particles in my semen just 18 months ago. Now, I have zero. Five published studies have measured microplastics in human semen. Two found them in 100% of men. The other three found then in 44 to 76% of men tested, but those used methods that miss the smallest particles and the clear ones. Corrected for that, the real rate is likely 100%. Almost every man alive has plastic in his semen right now. The same applies to testicular tissue, testing 100% positive for microplastics. Microplastics hurt sperm. Human studies show the impact of various types of plastic, associated chemicals, and other toxins on male fertility: + 60% fewer normal shaped sperm (from PFAS) + 5x higher odds of low sperm count (from PTFE) + 10% lower sperm concentration (from PTFE) + 15% lower swimming ability (from PTFE) + 41% lower swimming ability (from PET) + 12% lower sperm swimming ability (from BPA) + 3x higher odds of low sperm count (from Phthalates) + 2x higher odds of poor swimming (from Phthalates) The effects compound: each extra type of plastic drops sperm swimming ability by about 21%. This matters even if you’re NOT trying to get pregnant. Sperm count is one of the cleanest biomarkers of overall health we have. And microplastics don't stop at the testes. The same particles are showing up everywhere we look. Studies show 4.5x higher rate of heart attack, stroke, and death in people with microplastics in their arterial plaque vs. those without. Microplastics were also found in 100% of human placentas tested. 100% of post-mortem human brains tested positive for microplastics. Brain concentrations rose ~50% between 2016 and 2024, and now sit at roughly 11x the levels found in the liver or kidney. Where do these come from? + PTFE, commonly in non-stick pans + PET, water bottles + Phthalates, makes plastic soft and bendy + BPA, can linings + PFAS, stain-resistant fabrics & food packaging Inside the body, plastic causes a kind of cellular rust. It triggers inflammation in the testicles, kills the cells that make sperm and drops testosterone. It's been confirmed across 39 animal and cell studies, then in human data. MY PROTOCOL: Note, what I did is n=1, not a controlled trial, I cannot prove cause. 1. Sauna (dry). My toxin blood panel confirms sauna clears plastic related chemicals: BPA, phthalates, PFAS, flame retardants, pesticides. The plastic particles themselves are too big to sweat out directly. Heat may activate other clearance routes: bile flow through the liver, the cell's internal cleanup system, and the gut barrier. Humans have almost no enzymes that can break plastic apart, so the body has to physically push it out. 2. Reverse osmosis water filter. Drinking water is likely a major source of microplastic getting into your body. A reverse osmosis filter pushes water through a very tight membrane and strains the particles out. I filter everything I drink. 3. Trying to rid my environment of the big plastic items: cutting boards, cups, plates, food storage containers, non-stick pans, cling wrap, tea bags, water bottles, kitchen utensils, kettles, and synthetic clothing. Note, as hard as I try, I'm always finding new plastic things in my life. This can be all-consuming thing so try to just knock out the big ones. I did all three interventions at the same time. I cannot say which one did the most work. What I can say is this: going from 165 to zero in 18 months is possible. Results: Nov 2024: 165 particles/mL Jul 2025: 20 particles/mL Apr 2026: 0 particles/mL The 18 month window also captures roughly 7 full spermatogenesis cycles.

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Erz Bor
Erz Bor@545esdfrs·
$GTLB. Back sub $20 soon!
Fundamental Valuation@eyekwasi

@P_Remarks You are going to learn than token margins are paper thin. Reason why Claude code can run on $20 dollar sub. At some point tokens subsidization is gonna run out, and you will realize there is no margin like SaaS margin.

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Bryan Johnson
Bryan Johnson@bryan_johnson·
Surprising new findings about coffee: you are drinking coffee for the gut bugs that run your brain. > coffee affects the gut which then affects your brain > it's the coffee bean, not the caffeine, doing most of the work > polyphenols feed gut microbes, microbes send chemical messages, brain responds > both coffees lowered inflammation, caffeine drove it further down (IL6, IL10) > decaf raised systemic inflammation markers (hs-CRP, TNF-alpha) > decaf uniquely fed the protective gut microbes > caffeine blocked those gains by pushing food through too fast for the Clostridia bacteria to finish their work > at baseline, coffee drinkers sat in the bottom 25 to 30 percent for protective gut metabolites compared to non-drinkers > coffee lifted mood, cut depression and stress > caffeine specifically lowered anxiety. > the stress hormone story people tell about coffee does not hold up, cortisol did not budge Study details: 62 people, 14-day coffee washout, then 21 days randomized double-blind to caffeinated or decaf. They measured gut bacteria, stool and urine chemistry, cognition, mood, blood inflammation, and cortisol. What to do Caffeinated in the morning for focus and lower anxiety. Decaf in the evening for memory and gut. One cup 6 hours before bed still acts like half a cup at bedtime. Less is better than more either way. The takeaway You are drinking coffee for the bugs that run your brain.
Bryan Johnson tweet mediaBryan Johnson tweet media
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*****@dgorski·
@orrdavid David, curious why is Hikari preferable to BRK? On the multiples front both are comparable - P/B 1.5 vs 1.4, P/E 12.2 to 15.1, which has one more optionality (cash to deploy) and pricing power/liquidity in subs is unclear. BRK sure has more quality businesses
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David Orr
David Orr@orrdavid·
Why is Hikari Tsushin $9435 weak? Because the other 94xx and 95xx stocks are weak! Because Hikari's company description says, "Hikari Tsushin, Inc., together with its subsidiaries, engages in the provision and sale of gas and electricity in Japan and internationally". This is of course not Hikari's primary business at all.
David Orr tweet media
David Orr@orrdavid

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Alan Watts
Alan Watts@AlanWattsDaily·
Let life live you for a while instead of trying to make yourself live life.
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*****@dgorski·
@P_Remarks @bstaples besides it is ridiculous all these banks still have coverage for a $3.7B stock - they should just drop it
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