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@Phillies If anyone is selling their tix DM me! I’ll go!

Today's game will begin in a rain delay. We will provide updates as they become available.

@nottombrown @SpaceX @elonmusk Yikes imagine using GB200 for inference endpoints Can’t imagine that is the best use of perf/$

We’re expanding our partnership with @SpaceX, and will be scaling up on GB200 capacity in Colossus 2 throughout June. Appreciate @elonmusk and the team helping us find good homes for the Claudes.

@PhilsTailgate People don’t realize how big this is Bowlan was and will be an awesome workhorse for the Phil’s

The Phillies activated RHP Jonathan Bowlan from the 15-Day Injured List. RHP Nolan Hoffman has been optioned to AAA Lehigh Valley.

@FoleysOnSouth The only correct answer

Giving away 2 tix to tonight’s Phillies game. To enter: 1) Follow this account 2) Name any ex-Phillies player in the replies Winner randomly selected at 1:00pm. Game is at 7:20pm. Seats are in sec. 136.

@HippiePawz @BarstoolPhilly Looks like he got spit at first, then yeah proceeds to spit 3x before the beer smash 😭🤦🏻‍♂️😂

@BarstoolPhilly Dude was clearly spitting at people, he deserved it

It’s Bedlam at the Bank

I am the bull!

@jmcammisa Player comparison Nolan McLean

Man, Gage Wood is so fun to watch. The stuff (to me) is among the best of any pitching prospect in baseball: • High efficiency 4S + hard breakers w/ ridiculous spin characteristics The stuff only plays up from his release traits: • Has a better than stock release height, sitting around the 5'5 mark (so slightly above average) • Pretty low slot ~hanging around 30-35º • Near 7' ext. that is truly outlier (even more so given actual height) Notes from today: • Despite not filling the zone often tonight he limited free passes, posted a > 70% strike rate + missed bats a ton • He has no issue getting whiffs on ++ that 4S (16" VB, -4º VAA @ 96-97 MPH): 44% Whiff, 39% Chase + weak contact • Breakers are so fun: Hard, depth-y slider (below the 0" line) & power CB that just DIVES + mirrors the 4S so well Unsure the likelihood he adds another pitch (depthy split?? hard sweep??) -- but slider + CB should perform well enough in the short run (especially w/ the already premier stuff)

@GaryHPhillips Fernando Tatis received $2m from a private equity firm in exchange for 10% of his contract earnings throughout MLB Worth about $50m today

After getting just a $10,000 signing bonus from the #Yankees, Carlos Lagrange has received $169,403 through fan investments on Finlete. He's used that money to take care of his family & on his training. If Lagrange makes the majors and, therefore, a big league salary, he will be responsible for paying investors back a small portion of his future earnings, as well as a management fee to Finlete. If he doesn't make the majors, he owes nothing. Much more @NYDNSports on Lagrange's fascinating arrangement: nydailynews.com/2026/03/22/thi…

@Agrippa_Inv How do you post something so intelligent and then end with the $IREN bull caseeeeee 100% agree though, NBIS selling Blackwell at ~15% lower than other options & if terms are favorable for Meta, those margins & path to profitability makes it tough ($NBIS is 60% of my portfolio)

Why I’m Not Invested in $NBIS First of all, let me make one thing clear: contrary to what you might think, I’m not an $NBIS bear. But then again, I’m not invested either… and for good reason. Nebius positions itself as a holistic cloud platform with superior software technology that caters to AI-native start-ups and enterprise clients. That in and of itself isn’t a problem, but it means they're directly competing against the largest hyperscalers in the world, who are also targeting that exact cohort with their own set of software solutions (Google Cloud, Microsoft, etc.). Nonetheless, if $NBIS can successfully differentiate itself with its core offerings, it could gain some pricing power, which is the company’s best shot at one day becoming profitable. The problem is, $NBIS is VERY far away from that… Looking at the last quarterly filing, the company’s gross expenses + depreciation equaled ~110% of its revenues. In other words, these two cost categories exceeded the value of the underlying revenues ($249.2m vs. revenue of $227.7m). To be fair, last quarter Nebius still used a 4 year depreciation schedule on GPUs, which is rather short and overstates depreciation. Adjusting for a 5 year depreciation schedule (industry standard) leads us to $144.6m of depreciation. Then, adding gross expenses of $68.5m on top gets you to $213.1m, which equals 93.5% of revenues. And keep in mind, this figure does NOT include the hundreds of millions in costs spent on SG&A, R&D, and financing (interest). So what’s my point with this? The problem is, these are STRUCTURAL costs, the kind that scale with revenue, meaning you can’t easily grow out of them through sheer scale. My point is that $NBIS' pricing power is nowhere to be seen, at least not relative to its costs. Now, most $NBIS investors would probably argue that we are still "early" and that pricing power will show up eventually. My problem with that argument is that the company seems to be allocating a very large chunk of its pipeline towards servicing hyperscalers through bare metal offerings, the kind of “bulk” service that does NOT command significant pricing power. That means, fundamentally speaking, $NBIS is likely very far away from actually becoming profitable. And while right now everyone is focused on headline figures like ARR, the market’s patience will run out eventually... it ALWAYS does for every company. One day, the market will demand to see real profits flow down to the bottom line, and I’m not sure if $NBIS is structurally positioned to deliver on that any time soon. To make matters worse, investors can’t even model out the economics of these large hyperscaler deals, because management provides absolutely 0 information on anything except headline figures. We don’t even know the CapEx associated with these deals, or at the very least, the number of GPUs they have to purchase to fulfill their end of the bargain. Contrast that with a company like $IREN, which gives you all the necessary information to build an entire P&L and cash flow model over the full course of the contract length, which is exactly what I’ve done extensively for our subscribers on Substack. I have a VERY good idea of how much actual post-tax net income $IREN is making in every year of their hyperscaler contract. There are other reasons that further point in the same direction, but I won’t get into them right now. If they fix their cost structure one day, I’m happy to reconsider my stance. But as of today, their “black box” approach to publishing details on their largest deals makes them uninvestable for me.

My dad in 2001 At Southern Hills

@fastrlife Had some self doubt towards the end of college. Decided I’d go rogue and move to Alaska for the summer Best move I’ve ever made #3 is stupid af tho

Advice for <25 guys: 1. Spend as little time at home as possible 2. Stake zero emotional investment in things that are yet to come 3. Only drink/party if you have something worth celebrating 4. Legit never be upset about a girl, you can always find someone hotter/cooler 5. Most “friendships” at your age are proximity, not loyalty. Don’t confuse the two until someone proves otherwise 6. Never explain yourself to people who don’t have what you want 7. Go somewhere alone, different city, different country. You don’t know who you actually are until there’s no one around who already decided 8. The men you admire who are ~40 didn’t get there by being reasonable in their 20s 9. Audition, fight, pitch, approach. Shame tolerance is an actual skill 10. If you have a dream, stop at nothing to actualize it. Letting anything get in the way is failure of the highest regard

Suddenly, you're 27. You make your coffee, rush to work, come home around 7, and you're too tired to do anything except eat, scroll on your phone, and pass out. Then you wake up, and do it all again. And when Friday comes, maybe you go out, or maybe you're just too tired. Then, out of nowhere, it hits you. How did everything pass by so quickly? You don't even feel 27. You still feel like that 17 year old kid who thought they had all the time in the world. But somehow, 10 years just disappeared. And you start missing the past. The feeling of being young, excited, and clueless. But then you realize, one day, you'll miss this, too. Being 25, being confused, being tired, but still trying. So maybe the trick is to slow down a bit and actually live this chapter before it also becomes just another memory. The point is no matter age you are, you'll miss these days. Life gets busy sometimes and it's always a good time to stop and smell the roses.

In 3 years from December 2019 to December 2022, Block $XYZ more than tripled its headcount from 3,900 to 12,500. Unwinding less than half an insane COVID overhiring binge has much more to do with Jack Dorsey's managerial incompetence than whether AI is going to take your job.

February 2026 & $VRT has just surpassed $250 (not $150) a share - I am the bull!!!

$VRT home run from here $150 by September bookmarking here for later.

@MikeLongTerm @amitisinvesting NVDA & other clouds moved from ARM based architecture to ROCe

@amitisinvesting I noticed so many funds/investors sold or liquidated $ARM entirely. May be arm-based is no longer the advantage, but how to get higher allocation from $TSM is more critical. 🤔

ALTIMETER CAPITAL'S Q4: Bought new positions in: - $CRWV 3,213,230 shares - $SHOP 570,210 shares - $BE 260,730 shares Sold completely: - $ARM 1,098,139 shares - $BABA 969,100 shares - $CART 3,324,951 shares - $SNPS 258,280 shares Added to: - $NVDA 454,875 shares - $MSFT 115,260 shares - $AMZN 48,186 shares - $TSM 150,550 shares - $GOOGL 206,158 shares - $MELI 30,639 shares

@amitisinvesting Wow Brad Gertsner is the bull

Me watching retail fomo into peak-multiple late-stage privates only for insiders and VCs to dump post-lockup forcing bagholders to avg down into oblivion.

How life feels when you never learned to code and it is the first thing being automated by AI

@Jack_Raines $SSSS

Robinhood is going to YOLO so much cash into OpenAI, Anthropic, SpaceX, Databricks, and, like, idk Stripe? And it's going to trade at like 4x NAV from investor FOMO.

@CooperDeJawn3 @unclejut He said they almost traded Micah & picks for JC

@unclejut Hense why I put he stated 😂

Micah Parsons spoke with AJ Brown recently on the B/R Gridiron podcast. He stated the Eagles almost traded Jalen Carter and picks for him to the Cowboys.