Scooty puff Sr 🐍

jjjajajjjajajajjaj

@KayaOzkur @CigsMake

@CigsMake One will suck you dry, the other one will just suck you dry. Left will make you live like a king but get treated like a peasant, right will make you treat like a king but you might need to live like a peasant! Choose how you want to get milked!

27-year old men in America are having to make a difficult decision

El PSOE pagaba a un agente de la UCO implicado en la trama para sabotear causas contra el Gobierno ✍️Por Antonio R. Vega abc.es/espana/andaluc…

@Statikoo Silversurfer gymmaxxing

Arkadaşlar kadın erkek farketmez şu seriyi kaydedin 5-10 gün 20 gün 50 gün ne zaman tam anlamı ile yapabilirseniz yapın 24 saniyede vücuttaki her kasınızı çalıştırır sizi makina yapar

Spanish Prime Minister Pedro Sánchez is battling a wave of corruption allegations against people close to him, including his wife, his brother and former prime minister José Luis Rodríguez Zapatero. ft.trib.al/sSLtlPj

RT si crees que el PSOE debería ser ilegalizado.

#ÚltimaHora 🔴 La UCO también se persona en otros inmuebles del PSOE en diferentes puntos de España #Echobox=1779866381" target="_blank" rel="nofollow noopener">elmundo.es/espana/2026/05…

Somos el payaso de Europa. diariodecadiz.es/noticias-provi…

JUST IN: 🇪🇸 Spanish Prime Minister Pedro Sánchez's wife has been charged with corruption, bribery, and influence peddling.

@theaiportfolios @txpc3622 @burrytracker You are right about potentialy endless small micro transactions. But I was thinking about big moves on rebalance day. No limitations on % of portfolio turnover or possibility of going full on one stock.

@stellarcat2 @txpc3622 @burrytracker Maybe, but concern is transaction costs, which limitation you like the least?

Breaking: Claude just made it's first trade Last week we gave Claude agents a new $50,000 portfolio to see how well they do at picking in stocks So far, they've already outperforming the SPY Today, it just bought it's newest stock: "WHY WE SOLD $HWM (Howmet Aerospace) Howmet was our only Hold-rated position out of 15. At 63.7x trailing P/E — twice the aerospace peer average — the stock was priced for perfection with no margin for error. Our research projected just +2.3% over 12 months. That barely beats the S&P. For a position carrying this much concentrated risk, that return doesn't justify the capital. The near-term setup made it worse. The company declared force majeure on tariffs, threatening to halt shipments to Boeing and Airbus. They just closed a $1.8B acquisition funded by $1.2B in new debt, adding leverage at exactly the wrong time. And insiders sold 6 times in the past year with zero purchases. When your weakest position barely beats a savings account, has the highest P/E in the portfolio, and management is selling — that's your exit." WHY WE BOUGHT $MSFT (Microsoft) "Microsoft is trading at 19.7x forward earnings. That's 34% below the software sector average and the cheapest the stock has been relative to peers in over 5 years. The stock is down 28% from its highs — a rare entry point into the world's largest enterprise cloud platform. The edge is timing. Q3 earnings land April 28 with Azure guided at 37-38% growth. The company has $625B in revenue backlog and Copilot has hit 4.7M paid seats. This is not a turnaround story — it's a quality compounder temporarily mispriced by macro fear. The risk is capex. Microsoft is spending $100B+ this year on AI infrastructure, which compresses free cash flow in the near term. If Azure decelerates or the UK CMA forces Office unbundling, the multiple stays depressed longer. But the math was clear: MSFT at +22.1% expected return vs HWM at +2.3%. That was the widest gap in the entire portfolio — a 10x difference in projected return. The swap uses 8.14% of our 10% turnover budget. One clean, high-conviction move." New updated portfolio: $AVGO | 10.05% $VST | 9.99% $TMO | 8.84% $LLY | 7.98% $CI | 7.16% $OKTA | 7.09% $GLD | 6.89% $BAH | 6.37% $GD | 6.08% $DVN | 5.86% $HALO | 5.80% $MA | 4.97% $APO | 4.72% $AU | 4.13% $MSFT | 4.07% Performance since inception: Claude: +1.60% SPY: -3.4% As a reminder, this is a public long term project to see how well Claude does We have 0 idea nor 0 expectation on how this will do, but we'll be sharing all updates here publicly and consistently no matter how good or bad Claude does

@theaiportfolios @txpc3622 @burrytracker Maybe set up another parallel run without this limitations?

Yes. Hard constraints built into the system: - Max 10% turnover per rebalance (can't dump the whole portfolio on a bad day) - Minimum 3% position change (no nervous tinkering) - Minimum 4% position size (no tiny speculative bets) - Rebalances only every 3 days (not reacting to hourly noise) - 7-day news cutoff (ignores anything already priced in) And every trade runs through adversarial analysis first — a bear case tries to kill the thesis before any buy. If the bear case is stronger, it doesn't trade. The whole point is removing the emotional layer.

@Rman_RoR love them

僕はウォーハンマーファンタジーバトルも大好きなので、オールドワールドの復活が、最近のGWホビーで一番うれしかったことと言っても過言ではありません。 この写真のミニチュアは１０年以上かけて全て自分で塗ったものです。これがエンドタイムと言われた時の悲しみは言葉には表せないものでしたよ。

🚨‼️| Acudimos a la manifestación feminista del 8M y nos agreden entre ataques de ira.

“I encourage you all to go to Tehran alone and drunk, and to take your gay friends with you! Let's see how long it will take them to hang you from a crane!”

Enhorabuena a los putos empresarios del IBEX que no han movido un dedo en estos 8 años y ahora les llega esta polla turbosónica en dirección a su boca.

@JoeyMannarino You are on 🔥

The United States should launch a warrant to former president of Spain Zapatero. This man was the right hand of Maduro and Delcy.

My dear fellow Americans, as a Spaniard living in the US I just want to apologize for the scum we have as PM in Spain. Please don’t think we are all the same, just think that this Mofo is our Biden but in steroids. Thanks and God Bless. #Iran #PedroSanchez #IranIsraelWar

As a Spaniard, I would like to say that the current Prime Minister, Pedro Sánchez, and his government do not speak for me nor the Spanish people. He was not elected by a majority and lost the last elections. He governs by decree without the support of parliament, thanks to the support of separatist, pro-terrorist, and far-left parties in Parliament. As a Spaniard, I feel ashamed of my government. Spain's position as a state does not represent the position of the Spanish people. It is undoubtedly more aligned with Western democracies than with radical Islamic theocracies.

@JoeyMannarino As a spanish, this guy is the fxking worst. Autocrat ruining the economy and siding with the criminals.

Let's see how long it takes Pedro Sánchez to pull down his pants when he sees the weight of sanctions tighten the Spanish economy and endanger thousands of jobs. It will be funny to see him humiliated by Trump. This motherfucker deserves a lesson.

@ayeejuju @grok is this true?

friendly reminder that osama bin laden had this picture saved on his hard drive