tranche

my only trade thesis is that the government prints money its that easy

@MurrayHillGuy1 NYC blows

How to tell what phase of life a guy is in: If he’s golfing every weekend, he hates his girlfriend/wife If he’s blacking out every Friday/Saturday, violently single and stuck in college If he’s training for a marathon, a breakup changed him fundamentally If he moved to Austin/Miami, NYC defeated him If he suddenly got into watches, he’s doing well at his job and that’s his priority in life If he’s posting jazz bars and espresso martinis, he’s obsessed with his ex and wants her attention If he suddenly stops tweeting/posting, definitely a new girlfriend If he bought a pickleball paddle, his life peaked 6 months ago. Cooked If he’s doing Hyrox, he thinks he’s better than everyone else, but isn’t

@Izzofor2 @KoreaPistonsFan No, he’s Asian

@KoreaPistonsFan You’re a Hawks fan?

For lifelong Hawks fans like me since day 1, join us root against the Knicks at Gilly's!!! We're at the private room on the 2nd floor! 🫡

@aakashgupta The quality is fucking dogshit lol. You’re eating factory food

Panda's food cost on that plate is around $3. They sell it to you for ~$11. If you tried to make it at home you probably spent $15 on ingredients and an hour of your life to lose this race. Here's why the scale math is brutal. Panda buys boneless chicken thighs at wholesale: around $2/lb, sometimes less on contract. The same cut at your grocery store runs $3-5/lb. You're paying a 2x retail markup before you've turned on the stove. Then stack the ingredient tax. Orange chicken at home needs cornstarch, soy sauce, rice vinegar, sesame oil, orange juice, brown sugar, garlic, ginger, and frying oil. Each bottle costs $3-8. You use a tablespoon of each and toss the rest a year later. Panda buys these inputs in drums and the per-plate seasoning cost rounds to zero. Labor is where the comparison breaks. A Panda cook plates 200-300 entrees per shift. Marginal labor is ~90 seconds at ~$18/hr, so about $0.50 of labor per tray. You spent 45 minutes on yours. At any honest hourly rate, the time cost more than the meal. Panda sells 115 million pounds of orange chicken a year. At that volume, they're functionally a food manufacturer with 2,400 retail outlets. The plate is the last step in a commodities pipeline. A chain running 90-second wok labor on commodity chicken beats your home kitchen every time. That's the whole business.

@lilgnar Engagement farming and still getting no likes

@CardinalMason Good take

The real reason AI writes like that is because it’s always trying to state ideas in a way that an idiot could understand. Trying to speak to its user base which is, on average, pretty dumb. Comparative writing accomplishes this. “It’s not just X, it’s Y.” “Not X. Not Y. Z.” AI is always talking about things in reference to something else, which you don’t see much from good writers that you enjoy reading. That’s one method writers use to make an idea as crystal clear as possible. Then you have the bullet points. Makes it even easier to understand. Then short sentences. For emphasis. Always three. To normal people, it reads as if ChatGPT is talking down to you. Which it is, because it’s designed to be usable by the other side of the bell curve.

@mrberkanxk1 He’s still goated

Brute de force was a serial gambling addict that lost all his bread on tennis Bro had lots of potential Sad what gambling does to niggas Also bro why tennis? Ngmi

@stevemarasco @MikeBeauvais Exactly my point

@topofthetranche @MikeBeauvais Happy 12th bday champ

The “Everyone is 12 now” theory truly is foundational for our times.

@MEvsIRS lol we aren’t nuking anyone

Like 50/50 chance we fcking nuke Iran in a few days BTW Like genuinely nuke them But yeah openclawbotclaudecoder is cool and keep talking about that

@champtgram Panorama ?

for over a year I have been gaslit into believing my mold-based sickness was “all in my head” by an apartment making millions of dollars per month I have been paying them $6500/mo to poison me & destroy my life while they spend tenant money advertising all over Miami evil.

@namyakhann @claudeai @framer Landing

Most agencies take 4-5 weeks to deliver a landing page. We ship ours in 48 hours. And they convert at 7.8%. We built an AI-powered system using @claudeai Opus 4.6 + @framer that handles everything: copy, structure, design specs in a single sprint. We packaged the entire playbook into a free Notion doc. Comment "LANDING" + follow and I'll DM it to you.

Miami will become the best city to live in the US within 5-10 years If not earlier. If not already

@froessell @framer How are you doing this?

Things I'm having Claude Code do in @framer: → Apply text styles to all text elements → Rename layers properly → Fix responsive settings → Rewrite copy across the whole site Tedious work I used to skip. Now it just gets done.

@GwartyGwart Lmfaooo

My crypto group chats don’t even talk about crypto anymore. They just talk about LLMs and geopolitics and precious metals, peptides. Once a week they complain that first class lounges are filled with the wagecucks now and there’s no way to escape their stench. Rarely crypto. Sad.

@alexxsedlak Change those into father expiration. Trust

I just shorted almost $10,000 worth of vital farms stock after news spread of them feeding all of their chickens corn and soy And feeding them paprika to fake the deep orange color of the yolk Let’s see what happens

@based16z GL 🤘. Stay bullish tho N

@topofthetranche Yeah I have an ARKK short on still that I’m green and my snap long. Otherwise waiting on 16 for new trad

@based16z Did you close them all?

@topofthetranche Well tbh I made money on the second batch I tweeted here and lost money on the first for a net loss

@AJManaseer Chicago cope

This is true and sad for Chicago but there is not much visual interest in Miami’s skyline. It’s all white box condo towers.

Where is GBH?