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Update of my top holdings in descending order:
$MELI 12
$CLPT 8
$AXON 7
$NVDA 7
$NBIS 5
$TMDX 4
$RKLB 4
$CRWD 4
$NU 3
$SE 3
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ShipOfFoolsGD
37.1K posts
ShipOfFoolsGD
@fools_gd
'Fool'ish, coffee can investor, husband, Dad to 3 boys, Deadhead. The future is bright. Lover of 🥭s. Working on patience 'Let it grow. Greatly yield!' #BeKind
Florida, USA Katılım Ocak 2020
856 Takip Edilen2.1K Takipçiler
ShipOfFoolsGD retweetledi
The coming biotech revolution will trump even that of AI.
"Despite all the hype around Generative AI (and trust me, I'm hyped), it's striking that a single drug class from a single company is generating nearly double the profit of the two most prominent AI labs combined."
Dov Gertz@DovGertz
Eli Lilly's weight loss drugs are generating roughly the same revenue as ChatGPT and Claude combined. All three products launched within a 10-month window of each other (May 2022 to March 2023). Today's annualized run rates: Lilly's Mounjaro + Zepbound: $51B ChatGPT + Claude: $55B But revenue alone misses the real story. Look at the margins. ChatGPT and Claude are running at roughly 40% to 50% gross margins, with energy and hardware costs showing no signs of coming down. Lilly, by contrast, is operating at approximately 80% margins. Translating that to expected annual gross profit: Lilly's Mounjaro + Zepbound: $40B ChatGPT + Claude: $22B Despite all the hype around Generative AI (and trust me, I'm hyped), it's striking that a single drug class from a single company is generating nearly double the profit of the two most prominent AI labs combined.
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@DeItaone I thought the Supreme Court decided race can no longer be used.
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TRUMP RAISES REFUGEE CEILING BY 10,000 TO BRING IN MORE WHITE SOUTH AFRICANS - WHITE HOUSE DOCUMENT
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ShipOfFoolsGD retweetledi
Unsettling Fact #387: The number of people on the planet older than you will never increase.
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ShipOfFoolsGD retweetledi
@BourbonCap ...that you can resell later when these curmudgeons who can't afford one anyway move on to something else
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$ASTS
Anp🅰️nman@spacanpanman
$ASTS: 🚨PENTAGON SPARS WITH SPACEX OVER STARLINK PRICE HIKE DURING IRAN WAR - REUTERS I woke up this morning very bullish on AST SpaceMobile, but it seems that I wasn't bullish enough! The US Pentagon is seeking alternatives to SpaceX = AST SpaceMobile Key points: ✅ Ongoing disputes underscore how the Pentagon's growing reliance on SpaceX is handing Musk greater leverage over a critical layer of national security. ✅ SpaceX is trying to raise prices of terminal access for US drones to $5,000 to $25,000 ✅ The Pentagon is seeking to help Iranians bypass government imposed comms blackouts by providing direct-to-cell connections ✅In a statement, a Pentagon official said the office responsible for acquiring the terminals, the Commercial Satellite Communications Office, is working to find other competitors. 👉AST SpaceMobile solves all these issues Article: PENTAGON SPARS WITH SPACEX OVER STARLINK PRICE HIKE DURING IRAN WAR - REUTERS As U.S. kamikaze drones guided by Elon Musk’s Starlink network began to make visible gains in the war against Iran, senior SpaceX officials reached a conclusion: The Pentagon should be paying more for access to their satellite Wi-Fi network. Within weeks of the United States launching its bombing campaign, SpaceX executives met Pentagon officials and argued the military had been paying about $5,000 for connection per terminal while effectively using a higher tier of service worth closer to $25,000, according to two sources familiar with the matter and Pentagon documents reviewed by Reuters. The disagreement over Starlink’s use on LUCAS suicide drones — a cheap U.S. model comparable to Iran’s Shahed that can circle over a target area before diving to detonate on impact — is part of increasing tensions between SpaceX and the Pentagon over Starlink pricing in recent months, according to interviews with five people familiar with the matter and the documents. The Pentagon, which is seeking to help Iranian citizens bypass government-imposed communications blackouts, has also been at odds with SpaceX over pricing for a plan to provide the populace direct-to-cell connections with Starlink akin to 5G service, two of the sources said. The ongoing disputes, which have not previously been reported, underscore how the Pentagon’s growing reliance on SpaceX is handing Musk greater leverage over a critical layer of U.S. national security — at a time when SpaceX is seeking to boost revenue ahead of an IPO next month that could be among the biggest in history. Unlike consumer Starlink terminals available at stores including Walmart, SpaceX sells a military-specific version called Starshield to the Pentagon under a 2023 agreement. Starshield terminals can connect to both commercial Starlink satellites and a separate, more secure constellation, also called Starshield, according to a person familiar with the matter. SpaceX argued the LUCAS drones were operating under conditions that aligned more closely with its aviation tier subscription rather than a lower priced land or mobility service. Pentagon officials argued that the $25,000 price tag — a monthly fee — was designed for aircraft, not kamikaze drones that used Starlink connection for a matter of minutes or hours, according to one of the sources. The Pentagon, which was ramping up strikes on Iran, ultimately agreed to pay SpaceX’s proposed price increase, almost doubling the cost of each LUCAS drone. The Pentagon was initially paying about $30,000 per unit. SpaceX didn’t respond to a comment request. The Pentagon declined to comment on Reuters reporting that SpaceX increased its pricing, its decision to pay, or the plan to provide Iranian citizens with Starlink cell service. In a statement, a Pentagon official said the office responsible for acquiring the terminals, the Commercial Satellite Communications Office, is working to find other competitors. But no other company provides a comparable alternative to Starlink, which has become an increasingly critical tool in modern warfare since Russia’s invasion of Ukraine in 2022. The satellite network provides global coverage, enabling battlefield communications and precision targeting even in remote areas. SpaceX’s constellation of roughly 10,000 satellites accounts for more than 60% of those in orbit - dwarfing the constellations being built by other companies, including OneWeb and Amazon Leo. The risks of reliance on Starlink were first thrown into sharp focus during the Ukraine war, when Musk ordered Starlink service switched off in parts of the country in 2022 as Ukrainian forces advanced on Russian positions, disrupting a key counteroffensive, Reuters previously reported. More recently, U.S. Navy tests were disrupted last summer when a global Starlink outage cut off connection to unmanned military boats, leaving them bobbing in the ocean. SpaceX has U.S. government ‘over a barrel’ Unlike traditional defense contractors, SpaceX holds greater leverage over the Pentagon because it also has a large commercial market for Starlink, alongside its rocket launch and artificial intelligence businesses, said Clayton Swope, a senior fellow at the Center for Strategic and International Studies, a national security-focused think tank. SpaceX generates about 20% of its total revenue from the U.S. government, according to an SEC filing. SpaceX “certainly has the U.S. government over the barrel,” Swope said. At the outset of the Iran war, Starlink was already a core part of U.S. military operations. In testing and early deployments, it supported a range of systems, from aerial attack drones such as the LUCAS to unmanned surface vessels used for maritime surveillance and strike missions. When the U.S. launched its bombing campaign, Starshield terminals were being used across more than a dozen drone systems, according to a source familiar with the matter. But tensions between the Pentagon and SpaceX emerged quickly after the U.S. launched its February 28 assault on Iran. On March 1, SpaceX chief Elon Musk responded on X to a user’s post featuring an image of the LUCAS drone that said it “appears to have an integrated Starlink” terminal. “It is a violation of commercial Starlink terms of service to use the terminal for weapon systems. This applies to all users and is shut down when discovered,” Musk posted. “There is a separate network called Starshield, which is operated by the US government.” The Pentagon official, in a statement to Reuters, denied any violation of its agreement with SpaceX. In the days that followed, SpaceX executives met Pentagon officials and argued the military was underpaying for the service, two sources familiar with the matter said. Although the Pentagon initially agreed to the higher fee for satellite Wi-Fi connections used by attack drones, senior officials including Deputy Secretary of Defense Steve Feinberg remained uneasy about the arrangement, one of the sources said. Pentagon officials, during an April ceasefire, met to revisit the pricing with Terrence O’Shaughnessy, a retired four-star Air Force general who now leads SpaceX’s defense business. Still, the Pentagon is currently considering an additional purchase of more than 3,500 Starshield terminal subscriptions, including 100 with the higher-priced aviation tier, according to Pentagon documents reviewed by Reuters. The deal could generate hundreds of millions of dollars in annual revenue for SpaceX, though Reuters could not determine whether an agreement has been finalized, or what price is being discussed. SpaceX prices irk Pentagon Starlink has also proved crucial to other operations. After Iran cracked down on protests in January, killing thousands of people, the Trump administration smuggled in more than 6,000 Starlink terminals to provide internet access to citizens, the Wall Street Journal previously reported. As the war intensified, however, Iranian authorities confiscated the terminals and deployed jamming devices across major cities to disrupt connections, according to a source familiar with the matter. Within a week of the conflict beginning, Pentagon officials began discussions with SpaceX about deploying direct-to-cell service that could bypass those disruptions, two people familiar with the matter said. The capability, similar to a 5G connection, would allow users to connect without terminals on the ground. SpaceX, which generated $11.4 billion in revenue from Starlink in 2025, proposed charging as much as $500 million to launch the capability, along with a $100 million monthly fee to operate it, according to one of the people and Pentagon documents - prompting alarm from defense officials over the price. Reuters could not determine whether an agreement has been reached. cnbc.com/2026/05/26/pen…
QME
Who decided the number pad on keyboards needed a number lock key?
GIF
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ShipOfFoolsGD retweetledi
An old man is selling watermelons by the side of the road.
His sign reads:
1 for $3
3 for $10
A young man stops and buys one watermelon.
“That’ll be $3,” says the old man.
The young man then buys a second watermelon. And then a third.
After paying another $3 each time, the young man picks up his watermelons and starts to walk away.
Then he turns back, grinning proudly.
“Hey old man,” he says, “you realize I just bought three watermelons for $9 instead of $10? Maybe business isn’t your thing.”
The old man smiles and shakes his head.
“Funny… every time somebody comes by, they buy three watermelons instead of one… and then try to teach me business.”
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@shankky_ It's sort of like the Bob Hope quote: a bank is a place that will lend you money if you can prove you don't need it.
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@shankky_ If a surgery costs 20,000, you pay the 20,000 and then submit a claim for reimbursement.
I did find trupanion will pay the vet directly like Cigna does for my family and I which is unfortunate because I wanted to support Lemonade.
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Buy a health insurance policy so you can pay the 90,000 surgery cost out of pocket and get reimbursed. That's what $LMND pet insurance is. 😑
The only reason I was interested was to cover large costs that I wouldn't be able to. But this is yet another vehicle for the wealthy
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ShipOfFoolsGD retweetledi
Remember this narrative: one and done!
David Sinclair@davidasinclair
One shot and you’re protected from heart disease. Imagine that for cancer, dementia and aging
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ShipOfFoolsGD retweetledi
Ferrari has just unveiled its first ever all-electric car — the Ferrari Luce.
The car was designed by Jonny Ive and comes with a starting price of $640,000.
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ShipOfFoolsGD retweetledi
This is probably a long shot, but if anybody happens to be in DC this weekend and plans on visiting Arlington, I would love to see a fresh photo of my husband’s grave in Section 60.
SSG Alan W. Shaw
Section 60, Grave 8451
B Co 1/12 Cav, 1st Cavalry Division
November 10, 1975 - February 9, 2007
There’s just something about knowing people still stop by, still say his name, still remember. 🇺🇸⭐🇺🇸
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@SawyerMerritt Hilarious seeing Tesla fanboys pretend like they wouldn't want a Ferrari.
One is an asset, the other is a liability
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Ferrari has just officially unveiled its first ever all-electric car, called the Ferrari Luce.
• Starting price: $640,000
• Interior co-designed with Apple's former head of design, Jony Ive
• Range: 280 miles (expected EPA)
• Peak charging speed: 350kW
• 122 kWh battery
• 1,050 horsepower
• 0-60mph: 2.4s
• 800v
• Four-door four-seater
• Four electric motors
• OLED screens
• Weight: 4,982 lbs
• Front motors spin to 30,000 rpm, rears hit 25,500 rpm
• Car uses an accelerometer to capture real vibrations from the electric motors & rear chassis. An algorithm filters out unpleasant frequencies and amplifies only the more “musical” sounds. This can be heard inside and outside the car.
• Paddle shifter on steering wheel changes how aggressively torque is delivered, with five different levels
• The trunk has 21.1 cubic feet of space, the largest luggage capacity the company has ever offered
• 197.6 inches long, about as long as a Tesla Model S
U.S. deliveries start in Q2 2027. More photos in the thread below:
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