Paul Carey

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Paul Carey

Paul Carey

@pdcarey

Media, AV and broadcast professional. Journal Junkie. Entrepreneur in the real economy. Beliefs are ideas we've become attached to, let go.

Los Angeles, CA Katılım Eylül 2008
824 Takip Edilen825 Takipçiler
Donald J. Trumpstein fake
Donald J. Trumpstein fake@realtrumpstein·
Trump rejected it on camera. Elon Musk has officially banned the ability to copy links on X related to politics! Look at this. Donald Trump Now try to copy the link…
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PolitiCrack,
PolitiCrack,@AnalistaClara·
¡Elon pone orden! Musk bloquea los links manipulados para proteger la plataforma del caos político. ¡Prueben copiar el link de Trump y verán la nueva seguridad! ¿Miedo o Musk limpiando la narrativa de bots?😯👇 #ElonMuskTrump #Libertad ✊️
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Paul Carey
Paul Carey@pdcarey·
I am blocking accounts that post that we can no longer copy a link to a video. 🖕
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Ethical Skeptic ☀
Ethical Skeptic ☀@EthicalSkeptic·
@PadrePlyo Here is what the North Torabi study did... If they did not know what PFE-asymmetry is, they were not qualified to conduct this study If they did know what PFE-asymmetry is, then they committed human rights fraud
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PadrePlyo
PadrePlyo@PadrePlyo·
@EthicalSkeptic I’m sure you’ve already seen this.
Massimo@Rainmaker1973

Study shows COVID vaccines decreased heart attacks and strokes. A sweeping analysis of nearly 46 million adult health records has delivered a clear verdict: COVID-19 vaccination sharply lowers the risk of heart attacks and strokes, directly refuting persistent claims to the contrary. Published in Nature Communications, the study followed people across England from December 2020 through January 2022. It documented a 10% drop in serious arterial blood clots (including heart attacks and strokes) after the first dose alone. Protection strengthened further with subsequent doses: a 20% reduction among those fully vaccinated with Pfizer/BioNTech and a striking 27% reduction for AstraZeneca recipients. The researchers were upfront about rare side effects—myocarditis and certain clotting disorders—that can occur shortly after vaccination, but stressed these remain exceptionally uncommon. By comparison, catching COVID-19 itself dramatically raised the odds of major cardiovascular events. Lead co-author Dr. Samantha Ip described the results as some of the strongest evidence yet that the vaccines do more than prevent severe infection: they also confer lasting protection against two of the world’s leading killers. [Ip, S., North, TL., Torabi, F. et al. Cohort study of cardiovascular safety of different COVID-19 vaccination doses among 46 million adults in England. Nat Commun 15, 6085 (2024). doi. org /10.1038/s41467-024-49634-x]

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ƤƖҲƖЄ
ƤƖҲƖЄ@Pixie1z·
What do you see?
ƤƖҲƖЄ tweet media
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Jonathan Drake
Jonathan Drake@JonathanDrake·
@gothburz You just need to put enough money in so your cost basis is the current stock price. So much more upside this way.
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Peter Girnus 🦅
Peter Girnus 🦅@gothburz·
I bought Rivian stock on IPO day. November 10, 2021. $172 a share. I bought 58 shares. That was $9,976. I remember the exact number because my girlfriend asked what I spent ten thousand dollars on and I said "the future of transportation." She said "you drive a 2017 Civic." I said "exactly." $1,000 invested at IPO is now worth $149.06. I have that number memorized. I check it before coffee. I check it after coffee. I check it during meetings where I'm supposed to be listening. The number changes by pennies. The pennies matter to me now. The thesis was simple. Rivian was the next Tesla. They had the Amazon delivery vans. They had the adventure truck. They had the factory in Normal, Illinois. I told people the factory was in a town called Normal. I thought that was meaningful. A sign. The future of transportation, built in a place called Normal. The factory produced 24,337 vehicles in its first full year. Tesla produced 1.8 million. I called that "room to grow." I have been through six theses on Rivian. Thesis one: they're the next Tesla. (Stock dropped 40%.) Thesis two: the Amazon vans are the real play. (Amazon cut the order.) Thesis three: the R2 platform will be the mass-market breakthrough. (Delayed 18 months.) Thesis four: the Georgia factory changes everything. (Paused indefinitely.) Thesis five: Volkswagen's $5 billion investment validates the technology. (Stock kept falling.) Thesis six: Uber robotaxis. This is the pivot. Every time the stock drops, I find the new thesis. I don't look for it. It finds me. I open Reddit. I open the Rivian subreddit. Someone has written a post titled "Why this is actually bullish." It has 400 upvotes. I read it. I agree with it. I was going to agree with it before I read it. The agreement is the point. The DD is the prayer. My cost basis is $172. The stock is $14.06. I am down 91.8%. I could have bought a used Rivian R1T with the money I've lost on Rivian stock. I have not done the math on this. I'm doing it now. Yes. I could have bought one. A 2022 with 30,000 miles. I would have the truck AND the remaining money. I drive a 2017 Civic. My coworker Dave bought index funds. Dave is up 34% over the same period. Dave brings a sad lunch to work every day. Turkey sandwich. Same sandwich. Dave will retire at 65 with a comfortable nest egg and a lifetime of turkey sandwiches and he will never know what it felt like to be early. I am early. I have been early for four and a half years. At some point early and wrong have the same return on investment. But they feel different. Wrong feels like a mistake. Early feels like a strategy. I feel like a strategy. The Uber partnership was announced Tuesday. I texted three people. One was my brother. One was a guy from the Rivian subreddit whose real name I don't know. One was my girlfriend. My ex-girlfriend. She stopped asking about Rivian in 2023. She stopped asking about anything in 2024. The stock jumped 10%. It gave half back the same day. But for eleven minutes I was only down 81% instead of 85%. I called that momentum. I took a screenshot. I still have the screenshot. Rivian will build robotaxis for Uber. Rivian has not built a profitable vehicle for anyone. Rivian lost $38,784 on every vehicle it delivered last year. That's not my number. That's their 10-K. But I don't think about it that way. I think about it as investment in scale. Scale means you lose money faster until you don't. Uber needs thousands of autonomous vehicles. Rivian needs to not go bankrupt before 2027. These are complementary needs. That's a partnership. That's synergy. That's the pivot. Dave asked me yesterday how much I'm down. I said "I'm long-term." He said "it's been four years." I said "Tesla was down 80% once." He said "Tesla was also profitable once." Dave went back to his sandwich. Dave doesn't understand pivots. I bought more shares this morning. This is the pivot.
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Brian Roemmele
Brian Roemmele@BrianRoemmele·
The skate park at sunset.
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Paul Carey
Paul Carey@pdcarey·
@megynkelly I am mildly disturbed by the positioning of the American flag as in this context, as @SecRubio stated, "Israel forced our hand." If Israel's flag were enlarged and positions swapped I would be less disturbed.
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Paul Carey
Paul Carey@pdcarey·
@BrianRoemmele A licensed amateur radio operator was required to copy 13 words per minute when I started. No longer. Some refer to CW as a lost art but really it makes us less secure. I can transmit my coordinates with a battery and a loop of wire.
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Brian Roemmele
Brian Roemmele@BrianRoemmele·
Learn Morse Code the easy way.
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Paul Carey
Paul Carey@pdcarey·
Hubris? What could go wrong?
Dustin@r0ck3t23

Jensen Huang just called the exact top of the pharmaceutical industry. Not a pivot. Not a disruption. An extinction event. Huang: “Where do I think the next amazing revolution is going to come? And this is going to be flat out one of the biggest ones ever. There’s no question that digital biology is going to be it.” The medical establishment has spent centuries playing a chaotic game of trial and error. We’re about to mathematically engineer the human operating system. Huang: “For the very first time in human history, biology has the opportunity to be engineering, not science. When something becomes engineering, not science, it becomes less sporadic and exponentially improving.” Biology is no longer the dark art of random discovery. It’s a predictable, compounding execution loop. Translate the chaotic variables of chemistry into the laws of computer science and you stop waiting for accidental breakthroughs. You simply compute the cure. That line should terrify every pharmaceutical executive alive. Huang: “It can compound on the benefits of the previous years. And every researcher’s contributions compound on each other.” For decades, drug discovery has been an isolated, artisanal process. One lab. One team. One molecule. Years of blind iteration. The algorithm just shattered that entire bottleneck. Every failed protein fold, every successful synthetic molecule instantly trains the foundational model. Makes the next iteration mathematically smarter. Huang: “We’re going to have incredible tools that bring the world of biology, which is very chaotic and constantly changing and diverse and complex, into the world of computer science. And that is going to be profound.” Incumbent pharma looks at the human body and sees an unmanageable wall of variables. Engineers look at that exact same body and see raw data waiting to be compiled. No longer guessing how a molecule will react in the physical world. Running millions of zero-cost simulated iterations before a single test tube is ever touched. Rip the chaotic friction out of the physical lab and drop it directly into a massive GPU cluster? The timeline to map, edit, and optimize the biological machine doesn’t shrink. It collapses.

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Paul Carey
Paul Carey@pdcarey·
I just registered for #infocomm. Let's meet up to experience this vital pro AV event together! You can grab a FREE Exhibit Pass by using code JOINME when you register. Can't wait! invt.io/1txboosolmt
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Paul Carey
Paul Carey@pdcarey·
@JinWooIQ How are targets acquire? Please don't tell that it is autonomous.
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Dave Collum
Dave Collum@DavidBCollum·
I've decided AI has been sent to us by God to save humanity... x.com/JoshWhoX/statu…
JoshWhoX@JoshWhoX

@EricSpracklen 🤣😂 Bill was trying to git rid of her. - 😅Reporter: "Aren't you afraid of being arrested?" Bill Clinton: "I am more afraid of that crazy b1tch waiting for me back home"🤣😂😅

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Paul Carey
Paul Carey@pdcarey·
Over a decade ago I made the decision to de-financialize. Obama authorized the bailout of the banks during the GFC making the situation imperative. I would wait until the market made a partial return before liquidating positions into hard assets. For those whose future depends on financial assets, good luck! And remember, you can't eat gold.
Financelot@FinanceLancelot

"Private credit could be one of the biggest busts we've ever seen on Wall Street," warns @rcwhalen

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