lonnie

@MarkJCarney Can you stop sending our tax dollars to foreign nations . Thanks

The new Canada Groceries and Essentials Benefit puts money back in the pockets of more than 12 million Canadians. That’s up to $1900 this year to help you with everyday costs.

@adamtaggart I’ve been listening to Theo Von because it’s nice to smile / laugh amidst all the chaos. Check out the Bryan Johnson (longevity guy), you’ll enjoy.

Today’s easy pace run was 7 miles That’s starting to be a long time on the treadmill Anyone know of any good podcasts to listen to to pass the time? 🙂

@OHare888 Depends on what you’re planning on making

What’s the best cut?

@omshanti08 @scalingups Love these stories

@MichaelPBento I find it funnier that the perma bulls have remained perma bulls

Isn’t it funny how every permabull on here is suddenly a permabear?

@omshanti08 Happiest of Fridays to you 🐺

@omshanti08 @FinancialArmy_ Yes baby

@omshanti08 Give a man a fish and you’ll feed him for a day. Teach a man to fish and you’ll feed him for a lifetime. I’m learning to fish, thanks to you but I’m still heavily dependent on the fish.

@omshanti08 @vivacepresto Does the semi short still work ? Any concern regarding Chinese advancement. Tech

@hristopelov Like 👍🏼

Short $SMH $428 Long $BUG $24.50 Should do great IMHO

Chucks and rounds appear to be running on borrowed time amid rumors of a potential strike at the Greeley plant.

@JesseJLewis @KINGS1973 Supportive to beef. If they stop, flows will slow.

@KINGS1973 That is their problem.

Beef packers starting to hammer prices higher here with reduced kills and pretty decent sold positions coming into March. We are about to get a good test of the retailers willingness to sell Beef below cost to create traffic and the consumers willingness and ability to pay up.

Convergence, commoditzation, compression and reflexivity - the 4 horsemen of the data center buildout apocalypse. DeepSeek V4 launches mid-February 2026 1T parameters, 1M token context, 3 architectural innovations @ 10-40x lower than Western Comps $NVDA introl.com/blog/deepseek-…

@AaronRentfrew @michaeljburry Pltr short hit, nvda bought to hit

Funny watching fintwit influencers gang up on @michaeljburry - dude crushed it during the dot-com bubble and the financial crisis for one of the greatest 8 year runs of any fund. The guy is worth listening to over someone with a stock ticker in their bio.

@kansasangus @AJRichards @elonmusk @Tesla_Optimus 5. beef production. Some view this as a potential national security concern. It may also create competitive advantages relative to domestic players, particularly if access to imported raw materials lowers input costs — especially in ground beef production.

@kansasangus @AJRichards @elonmusk @Tesla_Optimus 1. The water issue can be addressed via legislation. Some of the newer plants l, such as Harmony Beef have on-site water treatment systems that reclaim 94% of their total water throughput back into the system, reducing water usage to about 30 gallons/head. Make this the standard!

@elonmusk @Tesla_Optimus We’ve got a small rural USDA beef plant + real butchers ready to train Optimus TODAY on precision meat cutting. → 0% cut mistakes → ~$160k/yr yield savings at small scale → 80% labor reduction (major skill shortage) → perfect hard manipulation data for the team Food security is national security right now. Send 5–7 units and we’ll give you the best training dataset you’ve seen yet. DM me. #Optimus

@kansasangus @AJRichards @elonmusk @Tesla_Optimus 4. I believe the core challenges stem from consolidation at the packer level, along with a lack of aligned incentives for upstream participants. I would also add that two of the four largest U.S. packers are foreign-owned, and together they account for roughly 40% of total U.S.

@kansasangus @AJRichards @elonmusk @Tesla_Optimus 3. thin meats to markets like Japan, monetizing bones and by-products, and optimizing cut specifications — which should benefit all participants across the value chain

@kansasangus @AJRichards @elonmusk @Tesla_Optimus 2. I appreciate the point about distributing labour more broadly, but I don’t believe the economics justify adding $80 per head in system friction simply to shift $50 per head of margin downstream. The strength of boxed beef is that it maximizes carcass utilization — exporting -