Dan Aronovsky

@InvestiBrew $GOOG just had 1/2 of its quarterly income come from Anthropic as investment income (non-operating) Today, Anthropic announced a $200B contract to purchase Google Cloud and chips…..the E in P/E ratio isn’t real anymore bc no one can figure out the actual number

People keep trying to rewrite history, but the documents are public. The Confederacy officially consisted of 11 states that seceded from the Union: • South Carolina • Mississippi • Florida • Alabama • Georgia • Louisiana • Texas • Virginia • Arkansas • North Carolina • Tennessee The Confederacy also CLAIMED Kentucky and Missouri. West Virginia broke away from Virginia during the Civil War because many people in the western counties opposed Virginia’s decision to secede from the Union in 1861. And let’s be very clear: many of these states plainly stated WHY they were leaving the Union. Mississippi said: “Our position is thoroughly identified with the institution of slavery...” Texas defended “the servitude of the African race.” Georgia, South Carolina, and others complained about abolitionists, Black freedom, and threats to slavery. This wasn’t hidden. It wasn’t subtle. It was written down in their own declarations. The Civil War never ended. And many of these same states later: • created Black Codes • enforced Jim Crow • fought school integration • resisted the Voting Rights Act • used terror, media, politics, and violence to suppress Black political power History leaves patterns. That’s why studying history matters — because some of the same states still struggle with the same racial tensions and political battles today. Read the documents for yourself. Don’t let people sanitize history to make themselves comfortable. CarthanEnterprises.com

If we were a small community of 50 people & one person decided to hoard half the collective food available while several people were starving, we'd immediately recognize the grotesque unfairness. But when you scale up to 350 million people & diffuse the injustice, you start believing that some people "earned" their billions while millions of people who work infinitely harder deserve not being able to have basic financial security.

We don’t have to live like this. Republicans are dragging us down. Bottom 5 murder rate: All Republican Bottom 5 poverty: All Republican Bottom 5 in life expectancy: All Republican Bottom 5 education: All Republican Bottom 5 healthcare: All Republican Bottom 5 obesity rates: All Republican Bottom 5 infant mortality: All Republican Bottom 5 in air quality: All Republican Bottom 5 in GDP: All Republican Bottom 5 in GDP per capita: All Republican Bottom 5 in income: All Republican Bottom 5 in quality of life: All Republican Bottom 5 federal dependency:All Republican

"Sir, just redo Obama’s deal but make it worse"

People convicted of fraud who received pardons from Trump this year: • Jason Galanis — $200M+ fraud • Joseph Schwartz — $38M scheme • Lawrence Duran — $205M Medicare fraud billing • Carlos Watson — $60M investor scam • Trevor Milton — $20M+ investor losses • Todd & Julie Chrisley — $30M bank fraud • Devon Archer — $60M bond fraud scheme • George Santos — multiple fraud cases ($44K–$1M+) • Michele Fiore — charity fraud • Brian Kelsey — campaign finance fraud • Scott Jenkins — bribery and fraud scheme • Paul Walczak — $10M+ tax fraud • Adriana Camberos — counterfeit/fraud operation

Myocarditis after Covid vaccine 5 per million Myocarditis after Covid infection 150 per million

@solarbrad63 @carrymonkey @andy_matuschak I have been to SF several times in the last 6 weeks. I was at Stonestown Shopping Center on a Sunday and I could not believe how many people were there. Golden Gate Park was crowded. Home prices are through the roof. The city is making a big comeback.

@carrymonkey @andy_matuschak Not sure, it is a beautiful building.

In SF, many ground floor commercial spaces in new condo / apt buildings near me have been empty for 5-10+ years. Naively: why doesn't the market clear? If the asking rent is too high for any tenant, wouldn't a building owner prefer to accept a lower rent over decadal vacancy?

@dampedspring @gobills11111 The problem with this deal for gme shareholders is gme becomes a real company with this deal. This means the share price of gme stock is not going to go up to infinity. There are also $4 billion of converts in gme right now at zero interest rates. What happens to volatility?

@gobills11111 In this case he named the bank offering the borrowing

I get why people want to hate on this douchebag. But imho it's totally reasonable for a small company to buy a much much larger company with debt and equity issuance. Anyone with even a few years of skin in the game have seen leveraged buyouts and leveraged merger transactions. Frankly I even get the overlap between GameStop and EBay in terms of collectibles and other consumers stuff. People do leveraged buyouts/mergers for much less valid reasons. If you don't think the debt funding is secured sell $EBAY. If you don't think the deal is good for $GME shares because they are paying too much sell the share. But a 50/50 debt equity deal isn't outrageous.

If a monkey hoarded more bananas than it could eat, while most of the other monkeys starved, scientists would study that monkey to figure out what was wrong with it. When humans do it, we put them on the cover of Forbes.

MAGA found 34,000 dead people on voter rolls and screamed FRAUD. What they didn’t tell you: ZERO of them voted. Dead registrations ≠ dead people voting. This is a known manipulation tactic-give you a scary number, hide the part that proves nothing happened. Don’t be played.

Jumbo said it best

REP. @aftynbehn4tn: “Well, that concludes our 250 year 🇺🇸 experiment, because Grandma Gone Wild @MarshaBlackburn decided to eliminate the last Democratically held seat in Tennessee, in MEMPHIS, where 65% of the constituents are Black. We need international attention on this.”

Warren Buffett: "Some people should not own stocks at all because they get too upset with price fluctuations. If you're going to do dumb things because a stock goes down, you shouldn't own a stock at all."

So much for that American exceptionalism, but you just keep on voting against your own interests MAGA.

Ricky Gervais Drops Truth Bombs on Stephen Colbert in Epic Religion Debate 🔥 “There are about 3,000 gods. You believe in one, so you don’t believe in 2,999 gods… and I don’t believe in just one more.” And on science vs religion: “If we took any holy book or any fiction and destroyed it, in a thousand years it wouldn’t come back just as it was. Whereas if we took every science book and fact and destroyed them all, in a thousand years they’d all be back, because the same tests would give the same results.” Colbert’s reaction? “That’s good… That’s really good.” Ricky is brilliant, always calm and explains his points so well. Respectful debate done right. 👏🏻

Amazon's free cash cushion is almost gone. FCF is down 95%

This is being widely overlooked: *Mag Seven: This group is estimated to grow earnings by 20-23% year-over-year in Q1. *Excluding these leaders, the remaining 493 companies in the S&P 500 are expected to see a more modest blended earnings growth rate of approximately 4.1%.

@Dipper_pol Interesting bitcoin bet in polymarket. Can't be the same bet with all the different price points.

A trader on Polymarket hasn't lost a single trade in 158 attempts and made $286,403 doing it He's not predicting prices. He's selling fear premium back to the crowd What he actually does: When BTC sits at $80K, the market still prices "BTC dips to $15K this month" at 1¢ - meaning the No side trades at 99¢ The crowd buys Yes because the tail risk feels real. He sells them that fear at 99¢ and waits for resolution EV per trade: r = (1 − q) / q q = 0.991 → +0.91% per position q = 0.926 → +1.80% per position q = 0.898 → +2.80% per position Looks small. Multiply by 158 trades, scale to $46K–$149K per position, never lose once - that's $286K printed with zero realised losses His stack of active "No" bets across $15K, $20K, $25K, $30K, $35K, $40K, $45K BTC targets totals $579K right now The market trades price. He trades impossibility Profile: @lucasmeow?via=analyze" target="_blank" rel="nofollow noopener">polymarket.com/@lucasmeow?via…

Universal nearly fired Judd Apatow from The 40-Year-Old Virgin (2005) one week into production. Executives saw early footage of Carell with the original beard and called him “a serial killer”. Apatow shaved Carell’s beard and the studio kept him on.