joe conery

@ToestringRd @20committee OMG! Seems like there's a lot of people in the media removing their veil of "unbiased neutrality" these days...The "spy master" is also appearing with ian bremmer who's making his maga position well known...then this Blake Hounshell decides not to be coy.. politico.com/magazine/story…

@vtchakarova from the guy who didnt waste a second to start buying oil from russia.

“West Asia” 👇

@dollarsanddata private equity is always telling you to rent while they buy thousands of properties.

Even if your rental properties do outperform the market (unlikely), when you include the "return on hassle", it's not even close. The cost of your time, dealing with tenants, etc., is far higher than a few percentage points a year.

MW is short $SOFI. We believe SOFI is a financial engineering treadmill—not a healthy origination business. GE Capital-style marks, Enron-esque off-balance-sheet structures, and relentless dilution. muddywatersresearch.com/research/2026/…

Introducing Claude Code Security, now in limited research preview. It scans codebases for vulnerabilities and suggests targeted software patches for human review, allowing teams to find and fix issues that traditional tools often miss. Learn more: anthropic.com/news/claude-co…

The Shift from Scanning to Solving: Why @Veracode ’s Record Year Signals a New Era of Application Risk shashi.co/2026/02/the-sh…

@Veracode @aakashgupta i came to say the same thing

@aakashgupta Veracode delivers more than detection—we’re an automated remediation engine. We embed security in the SDLC and enforce secure coding policies, enabling orgs to fix vulnerabilities in human- and AI-generated code as they go, so teams can innovate securely at AI development speed.

Anthropic just made the entire $15B application security market price in a question it can't answer. Traditional AppSec tools from Snyk, Veracode, and Checkmarx charge per-developer licensing for static analysis. They find vulnerabilities. They generate reports. They flag code. Then a security engineer has to actually fix the problem, which is where 80% of the cost and 90% of the delay lives. Look at the screenshot. Input sanitization audits. SSRF detection. Auth bypass tracing. RBAC enforcement reviews. These are the exact tasks that cost security consultants $300-500/hr and take weeks to schedule. Claude Code Security doesn't generate a PDF full of findings for a human to triage. It writes the patches. That compresses the entire vulnerability lifecycle, discovery through remediation, into a single loop. This tells you everything about where Anthropic sees the real margin in developer tools. Scanning is commoditized. Every CI/CD pipeline already runs some flavor of SAST/DAST. The bottleneck has always been fixing vulnerabilities fast enough to matter, and that bottleneck just disappeared. The timing is worth noting too. Anthropic released this the same week enterprises are getting audited on SOC 2 and ISO 27001 compliance cycles. Security teams running 200+ open findings with a 90-day remediation SLA just got a tool that could clear that backlog in hours. If you're building in AppSec right now, the competitive question changed. You're no longer selling "we find more bugs." You're competing against an AI that finds them and writes the patches in the same session.

@aakashgupta this isnt an accurate statement. veracode does code correction.

@StockMKTNewz someone’s finally saying it

Muddy waters coming out with some big claims against $SOFI The stock is moving lower initially in response

@FartieFrenchie @DR87268984 @StockMKTNewz thats not fucking close considering the growth it hit that ath last qtr. and has pretty much moved sideways for 5 months. thats an eternity in the AI world

@meetgrinder @DR87268984 @StockMKTNewz It’s close to 15% from ATH, so extremely close, especially when lookin at how much NVDA has gained

NVIDIA $NVDA CEO JENSEN HUANG JUST SAID: - Nvidia will spend 50% of its free cash flow in 2026 on share buybacks and dividends

@DR87268984 @StockMKTNewz its not close to ATH and its at nearly its lowest historical p/e its the best value in the market so invest i. yourself instead of other companies

@StockMKTNewz Buying back your stock at ATH isn’t the flex most think it is.

@RahimAl18843853 @StockMKTNewz $50T in robotics revenue? i wont be able to listen until tonight. is this what he said? what time horizon?

@StockMKTNewz With the $1T in AI 🤖 revenue and $50T in robotics revenue hell yeah

@value_invest01 @StockMKTNewz it knows that its criminally undervalued. why invest in a different company when your company is the best value for the current stock price

@StockMKTNewz Spending half of free cash flow on buybacks and dividends tells you Nvidia $NVDA isn’t just a growth story anymore. It’s starting to behave like a mature cash generator.

Local OCR and LLM document extraction github.com/CatchTheTornad…

Trump: They weren't supposed to go after all these other countries in the Middle East. So they hit Qatar, Saudi Arabia, UAE, Bahrain, Kuwait. Nobody expected that. We were shocked

@StockMKTNewz yes please. nvda is my largest holding an MU my second. plus MU is the only us hbm/memory company

Micron $MU just gave this to Jensen Huang 👀

@jimstewartson @StuartSyvret @GenFlynn i hope youve got the best lawyers in the country working for you pro bono.

After folding like a cheap lawn chair in court to a blogger, General FACO* is worried: “They will not go away and they will come at us even harder and that's what I want Trump and his team to focus on.” @GenFlynn you got that right. Like Obi Wan, you only made me stronger. You should probably do some more fundraisers with rapists and washed-up losers at Mar-a-lago because I’m coming for you, Mike. I told you. You made an example of the wrong guy. See you in court again—on my terms this time. DefendSpeechNow.org *Flynn Always Chickens Out

SCOOP. From my OUR LAND newsletter: Trump's DOJ is helping to get a convicted FBI informant tied to Russian intelligence out of prison. The lie he told the FBI—Biden took a $5m bribe from Burisma—was the main evidence for the GOP impeachment drive. 1/2 link.motherjones.com/public/44694709

@kaitlancollins @NatashaBertrand why arent we sinking those ships before they can lay mines ?

"Iran has begun laying mines in the Strait of Hormuz, the world’s most important energy chokepoint that carries about one-fifth of all crude oil," @NatashaBertrand reports. #cmmkzi03a0000356ydfcuzu0o" target="_blank" rel="nofollow noopener">cnn.com/world/live-new…

@business dont call the rich people… call them job creators 🙄

One of the biggest investors in the UK is worried the government’s attempts to balance the books through higher taxes is pushing entrepreneurs to move abroad. “In an effort to solve some of the fiscal challenges, some of the policies are leading to some of the job creators leaving the country,” Blackstone President Jon Gray said in an interview with @Flacqua “That’s probably the thing that we’re most concerned about now” when it comes to the UK bloom.bg/46RS6RJ

@jsrailton @L3HarrisTech vague memories… why would L3 make it more likely for russia/China to get the tech?

Remember when @L3HarrisTech was negotiating to purchase NSO Group in 2022? I do. If the deal had succeeded, would Pegasus have gone to Russia & China too? More nightmare speculation.