flux

@__paleologo @tylercowen Interesting, I think this is my least favorite Cowen podcast. Just really not a Jacobsen fan. So reluctant to think deeply or engage in hypotheticals.

This old @tylercowen podcast with Annie Jacobsen. It is so good because they challenge each other on ideas and facts, have fundamentally different reasoning processes and have an excellent conversation. I listened to it twice. Some of the podcasts that have stayed with me the longest have been by Tyler, @dwarkesh_sp , @EconTalker for their intelligent objecting. open.spotify.com/episode/6vWuBx…

@powerbottomdad1 You ever take tirz? Is reta really that much better?

been on reta 4 days: they are going to sell 10 trillion dollars of this thing

@proales @devahaz What makes you say this? He has a white house connection?

So quaint people talking about Polymarket and Kalshi insider trading

@KyleAdamsStocks @Ashton_1nvests Thanks. Above my pay grade but I'm worried about the short/medium-term effect on energy and datacenter investment in the region

@fluxians @Ashton_1nvests No effect unless their facility was hit, which is unlikely. If anything, if they sustain damage to their infrastructure, then Perma-Pipe will see more demand.

What’s one stock you’d be comfortable putting 30% of your portfolio into

@KyleAdamsStocks @Ashton_1nvests Thoughts on perma pipe in the context of the war with iran and the threat to UAE/saudi infrastructure?

@Ashton_1nvests $LGCY, $SEZL, $PPIH, $TMDX

@mellowrk_lion I will be rooting for you.

@patrickc One could view it as a of tragedy of the commons, but it is a great benefit for the user. Saves me from speeding tickets.

The "police ahead" feature in mapping applications is peculiar. What exactly is the point here? Do we want road safety enforcement to be better or worse? Should these applications also provide notifications for ticket inspectors on public transit?

@DeepDishEnjoyer @tokenpilled65B Have you looked into skipjack tuna or “light tuna.” I eat it cause it has less mercury

@tokenpilled65B canned tuna is yummy but can't eat regularly for mercury reasons

is there any downside for crushing canned salmon? let's say i don't care about how it looks smells and tastes like cat food

@SowingAlphaSeed @ShmuelLon Ticker please?

What stock could it be?? 😉

@stevensarmi Wellesley College mentioned!

Dubai continues to be awesome.

@KyleAdamsStocks I this one time executive comp cost not worryingly large? Does it make you question management at all?

Few more things to add for $PPIH. 1) $2.1M one time cost for previous leadership leaving the company. 2) Backlog grew again and is now $157.8M now, which is bullish long term. 3) They had to build a new facility in Qatar, so also hit the bottom line. Weak quarter from an earnings perspective, but the top line was great, and the backlog is growing, so overall view this as positive for the future. On @majgeoinvesting point the company is also exploring selling a subsidiary or the entire company, which will surely be at a premium price.

@MichaelTrazzi You big softie! 7 days?

I've just received a medical report from two doctors who have examined my blood tests, and upon reading their findings, I have decided to stop my hunger strike. They strongly advised me to end my fast given developing acidosis and “very low blood glucose” (even for somebody on a 7 day fast) that "runs the risk of hypoglycemia which can be life threatening". I had decided to see a doctor today after experiencing two near-fainting episodes over the past 48 hours. Given the significant risk of seizure, brain damage, or death if I continue, I am stopping my fast today and beginning refeeding. I want to thank everyone who has supported me in this journey, both in person and online. My hunger strike ends now but the movement continues, with Guido and Denys still on strike in front of Anthropic and DeepMind. The emergency remains real. We need to build coordination between AI companies now before it's too late. When we reach the critical point where AI systems become powerful enough to pose catastrophic risks, we must have the mechanisms in place to pause frontier development and focus on safety. My letter to Demis Hassabis has been delivered directly to him, and I'm still waiting for his response to this first step: publicly commit that DeepMind would halt frontier AI development if other major labs agreed to do the same.

@HashtagGriswold They do keep getting smarter and smarter, as a matter of fact.

Wow, congrats to the Harvard class of 2024. Average GPA of 3.8! These kids just keep getting smarter and smarter!!

@pli_cachete That's the beloved co-op! There's communists in there!

Center for High Energy Metaphysics Spotted in Cambridge

@sama chatty

What do you call it?

@bennpeifert How do you feel about selling covered calls on a stock that has reached my price target and I am waiting to sell until its a long term gain?

The people wanted a covered calls / option selling mega-thread, a one-click response to all the charlatans out there trying to farm retail investors. Systematically, blindly selling options is a BAD IDEA. Underperforms owning equities by a lot. Let's go through why and how.

@Imperium1136 @Braczyy You were tweeting about tgen at what, 80 cents? How did you come across it?

@Braczyy Two things stood out to me: 1) If you believe in your work, bet on it 2) You can't borrow conviction Currently, that's $TGEN for me. Time will tell if I'm right, lucky, or an idiot.

"George Soros has taught me that when you have tremendous conviction on a trade, you have to go for the jugular, bet the ranch. It takes courage to be a pig. It takes courage to ride a profit with huge leverage. Although I was not at Soros Management at the time, I’ve heard that prior to the Plaza Accord meeting in the fall of 1985, other traders in the office had been piggybacking George and hence were long the yen going into the meeting. When the yen opened 800 points higher on Monday morning, these traders couldn’t believe the size of their gains and anxiously started taking profits. Supposedly, George came bolting out of the door, directing the other traders to stop selling the yen, telling them that he would assume their positions. While these other traders were congratulating themselves for having taken the biggest profit in their entire lives, Soros was looking at the big picture: The government had just told him that the dollar was going to go down for the next year, so why shouldn’t he be a pig and buy even more yen? As far as Soros is concerned, when you know you're right on something, you can’t own enough." - Stanley Druckenmiller

@Mike10947310 Are you comfortable making earnings plays like this for companies that require massive beats to justify valuation? It scares me

Cape Cod is one thing but I don’t think you start going at other tech companies unless you’re going to smash earnings… just asking to be ratioed $NET x.com/eastdakota/sta…

@Djoko_UTD lol did you even watch the video you posted? way lower level

This level in this final is so underwhelming man…Look at the final in 2015, not even the top 5 Wimbledon finals between the BIG 3. Don’t ever compare Sincaraz to Big 3. These guys were insane !!

@shantaram83 And on big volume... Does someone know something?

Wow! $TGEN Can’t find any news or other catalysts.