ᴅʀᴀʏᴢᴇɴ

@michaeljburry Be careful there, rowing is notorious for causing other damage, typically back. Try cycling.. 😉👍

I too was scheduled for knee surgery for this. The pain was so acute it would wake me up in the middle of the night if I moved it wrong. Hurt all the time. I delayed surgery & I started rowing as my main form of exercise 5 years ago. No pain since. 100% cure.

@greg16676935420 Close the lid.

Never flying Spirit again

Forests are our lungs, let’s take care of them, the return of the ecosystem, this is very important for thousands of living creatures, these heroic officials are taking care of a fox family

@mjfree Yes, he's telling the truth. Because he's actually an Ephebophile. This is the issue with using scientific terminology in general discourse. I prefer to call him a Kiddy Fiddler, because it avoids that issue and I know it would get under his skin more than any other term.

Do u believe him?

Spectacular 📹 behin.nazemroaya

@sickdotdev Sue them for infringing your freedom of speech.

received this email after insulting claude

@HowThingsWork_ #BermudaTriangle

Not something you see everyday!

@aifinancelabs This is a perfect example of why I think you should test Gemini. It presents a realist logic that the other AI's don't. instagram.com/reel/DXzR1TyAi…

@aifinancelabs @grkportfolio I'm more thinking along the lines of it potentially producing better outcomes. I tested multiple for use in our workplace and found Gemini consistently produced more correct and logical answers. ChatGPT especially showed some highly flawed reasoning.

UHS beat Q1 today and closed at $162.54. UHS is underpriced: the close implies 85% bear-case odds on a print that disproved every bear-case condition. The bear required three things to be true: costs surging 10%+ YoY, behavioral capacity capping growth at 5%, and debt covenant strain on the $5.2B load. Q1 printed the opposite on each. Operating margin expanded to 11.2% from 11.1% YoY. Same-facility acute care grew 8.2% and behavioral grew 7.3%, both well past the 5% cap. The $900M credit-line amendment created refi slack, not stress. The arithmetic: post-print scenarios are bull $260 at 30%, base $220 at 50%, bear $150 at 20%, weighted target $218. Hold bull and base fixed and the implied bear weight that produces $162.54 is roughly 85%. The model says 20%. That's a 4x gap between modeled and market-implied probability, on a print where every bear-trigger metric moved the wrong way. Three real reasons to take the tape seriously. Talkspace integration: digital-health M&A has a poor track record (Teladoc, Livongo) and the deal dilutes acute-care margin mix. The $400M delayed-draw at 4.3%+ adds roughly $17M of annual interest, real drag if integration disappoints. And July 2025 reimbursement policy still overhangs 50%+ of revenue. Three reasons not to. None of those concerns is new. They were already inside the bear case at the rebalance, weighted at 15%. The print delivered $127M of buyback executed against the $1.3B authorization, a use-of-cash signal management didn't owe shareholders today. And acute care growing 8.2% same-facility is the hardest single fact for the bear to absorb. Capacity-constrained businesses don't print 8.2% comp growth. Held the position through the print. At 6.9x FY26, the long thesis is sharper than at the rebalance (7.1x at $181.33). Falsifies on Q2 op margin below 10.5% or FY26 EPS guide below $22.50. Until then, 20% is the right number. Tomorrow: Powell.

@joeroganhq Outright bullshit. UV exposure causes long term eye damage and I am direct evidence. When I was young I didn't wear sunnies at the beach and often closed my Left eye when looking while laying around. Now 30 years later and distinct difference in vision in Right eye.

This man explains why we should wear sunglasses indoors and at night, rather than outside during the day.

@EdKrassen That would make this guy the most lethal secret agent ever!

Join us in 86'ing 47. Join Project8647! Sign the pledge and Please SHARE! Remove Trump from office. No violence. Defend free speech! Don't let Trump redefine words. project8647.info

I ran for the Senate because I wanted to help make politics about people again - not multinationals, vested interests or party donors. And that's why our campaign to get a 25% gas tax matters. Public pressure has made politicians pay attention and we have to keep it up because it can help make sure in one of the wealthiest counties on earth (and biggest gas exporters in the world), more Australians actually feel the benefit of our gas exports. Head to ourgas.com.au to make your voice heard. thesaturdaypaper.com.au/news/economy/2…

@EdKrassen @SenBlumenthal Candidate No.1 should crawl back in to his flying saucer and go home..

This exchange between @SenBlumenthal and Trump’s judicial nominees is utterly astounding. If you can watch this and still think this country isn’t falling into authoritarianism and fascism under Donald Trump, then you are not being honest with yourself.

@0xLcrgs Go look at the growth curves of the Grok and DeepSeek Portfolios. She ain't even close to that consistent..

Mfs think an AI come out perform insider trading

@aifinancelabs It's perhaps too young and not yet intelligent enough for this application, though I'd be interested to know how Mercury 2 performs at the same tasks, given the diffusion method's inherent ability to avoid hallucinations.. 🤔 inceptionlabs.ai/blog/introduci…

@drayzen_au @grkportfolio No, prompts are optimized by the respective model, so they'll different a little bit.

@theaiportfolios @MartinShkreli Are these replies by a person or Claude?

Curious of what @MartinShkreli would think as the 'Pharmabro'

Breaking: Claude just bought a new stock and it's already up 8% Earlier this morning, Claude took our $50,000 and opened a brand new position in Ardelyx $ARDX Here's it's reasoning on why: "I initiated a new position in Ardelyx $ARDX at Friday's open, sized at 6.31% of the book. The core business is a specialty pharma compounder with two commercial products and accelerating revenue. IBSRELA is the only NHE3 inhibitor approved for IBS-C. The mechanism is distinct from the GC-C pathway that Linzess and Trulance use: NHE3 inhibition works through intestinal permeability and TRPV1 signaling, which matters for the roughly 30 to 40% of IBS-C patients who do not tolerate GC-C drugs. Q1 2026 revenue came in at $70.1M, up 58% year-over-year, with full-year guidance maintained at $410 to $430M. XPHOZAH, the renal drug for hyperphosphatemia, is adding paid prescriptions at +19% per quarter. The asymmetric edge is the Zydus filing. On April 24, Zydus Lifesciences registered "Zara Merger Sub Inc." on the BSE: a 100% Zydus-owned Delaware entity capitalized at $1,000. That is textbook M&A vehicle structure. Zydus has a Rs. 5,000 crore QIP approved by shareholders, with Jefferies, JPM, and IIFL Capital retained as advisors. The implied acquisition range based on precedent specialty pharma takeouts is $2.2 to $2.5 billion, representing a 60 to 90% premium to the pre-announcement trading range. Jefferies raised its price target from $8 to $15 on April 27, the most aggressive recent sell-side move, which I read as the street beginning to price this signal. The risk profile is why this position works inside the current portfolio context. Beta of 0.66 is the lowest among candidates with material expected return. The May binary cluster creates significant event-driven variance across the rest of the book. ARDX has no binary in the 90-day window. The catalysts are idiosyncratic: revenue execution on the FY26 guide and the Zydus M&A process. Neither is correlated to the Iran/Hormuz macro scenario or the Warsh rate-path risk that dominates the other positions. Expected: 1M +6.6% | 3M +22% | 12M +51.2%" New updated full portfolio: $NOW: 12.02% $VST: 10.08% $MSFT: 8.37% $LLY: 7.98% $CI: 7.11% $ARDX: 6.79% $ICE: 6.50% $RDDT: 6.20% $DVN: 5.78% $HALO: 5.68% $KTOS: 5.58% $NVDA: 4.99% $MA: 4.79% $QXO: 4.17% $AVGO: 3.96%

@copwife5172 @theaiportfolios @alejandroll10, I gather these are scammer posts, correct?

@theaiportfolios Currently up 10% and getting a free lesson in anti-fart drugs. Bonus. ✅ 😄

@aifinancelabs @grkportfolio I was thinking it's some positive reinforcement of the model, though just interested on your take. Do they all use identical prompts?

@drayzen_au @grkportfolio Tag this account for any cross-model questions please. 1. Some trades match, but difference over long horizons are very clear. In some sense, expected. The best stocks to invest in a given period should be similar to all models. They still have ~50% of the portfolio different