zipjet

Elwood P. Dowd : Years ago my mother used to say to me, she'd say, "In this world, Elwood, you must be" - she always called me Elwood - "In this world, Elwood, you must be oh so smart or oh so pleasant." Well, for years I was smart. I recommend pleasant. You may quote me.

@mikepompeo But that comes at a high cost. Is the US to pay for this? I do not know what it costs nor the value of exports through the Strait. But some fee seems appropriate to mitigate the costs until Iran falls and free transit can be restored.

President Trump is 100% right to use America's military might to re-open the Strait of Hormuz. The Iranian dictatorship cannot be allowed to hold the global economy hostage - end of story.

Sometimes I wonder why I hate the state. Could it be because they are forcibly taking 75% of my income and giving almost nothing in return? Maybe it’s because on top of that they are debasing our currency, thereby making everyone poorer? Or could it be the humiliation rituals they put me through by forcing me to stand in lines for 6 hours+ at Home Affairs and the traffic department? How do people look at this and go: We need more of that?

Like any thief, you go where the money is. So Mamdani is ready to take funds from the teachers health fund. After all, NYC needs the money more than retired sick teachers.

YESTERDAY JIM CRAMER TOLD HIS VIEWERS TO BUY $IBM SHARES TODAY IBM SHARES FELL 25% THE BIGGEST 1 DAY DROP IN THE COMPANY’S ENTIRE 100 YEAR HISTORY INVERSE CRAMER NEVER FAILS

Great book - lessons for us all: Rise and K... First a.co/d/0g0xUbQC

People in Venezuela singing “Am Yisrael Chai” and welcoming with love the Israeli delegation who came to help with the disaster. I’m so proud of my country for always being one of the first to help others. 🇮🇱🇻🇪

$BAC $TGTX It is one thing for an analyst to make an ass of himself, but why BAC/Merrill allows it is beyond me.

$ORCL - fortunately it looks like they are not building the AI capacity in NY: Oracle’s new AI “plants” are large AI data center campuses, mainly tied to the Stargate initiative with OpenAI, plus other OCI AI sites. The key announced build‑outs are in a handful of U.S. locations.[openai][youtube] Main Stargate AI sites with OpenAI Under the Stargate program, Oracle and OpenAI (with SoftBank/Vantage as developers) announced five new AI data center sites.[openai] Shackelford County, Texas – large AI data center site under Stargate.[openai] Doña Ana County, New Mexico – “Project Jupiter” AI campus marketed heavily in‑state.[oracle] Midwest site in Wisconsin – later specified as a Stargate site developed with Vantage Data Centers in Port Washington, WI.[youtube][oracle] Lordstown, Ohio – AI data center developed with SoftBank for multi‑GW infrastructure.[openai] Milam County, Texas – another Texas AI site, with SB Energy providing powered infrastructure.[openai] All of these are positioned as multi‑gigawatt AI data centers, part of ~7 GW of planned capacity and hundreds of billions of capex across Stargate over several years.[openai] Abilene, Texas flagship site Oracle already operates a flagship Stargate campus in Abilene, Texas, described as hosting what could become the world’s largest AI cluster for OpenAI, built on OCI.[youtube][cnbc] Eight‑building campus in Abilene, Texas, already up and running and expanding, with Nvidia Blackwell‑class hardware planned.[cnbc][youtube] Oracle and OpenAI had discussed expanding from roughly 1.2 GW to about 2 GW, but that specific expansion plan was later dropped; the existing campus continues to operate.[youtube][cnbc] So Abilene remains a core “AI plant,” but without the previously floated incremental expansion tranche. Additional OCI AI data center expansion Beyond Stargate, Oracle has highlighted other OCI AI data center projects that support AI workloads.[oracle][youtube] Saline Township, Michigan – Oracle has a major data center development underway here, presented as part of its AI/cloud build‑out.[oracle][youtube] Port Washington, Wisconsin – the Midwest Stargate site, developed with Vantage, is framed specifically as an AI data center for OpenAI/Oracle.[youtube][oracle] Multiple U.S. OCI sites are being outfitted with Bloom Energy fuel‑cell power at gigawatt scale to support AI data centers with cleaner on‑site generation.[finance.yahoo] In short, if you think of “AI plants” as Oracle’s next‑gen AI data centers, the focal locations are: Abilene, Texas (flagship, already live)[youtube][cnbc] Shackelford County, Texas[openai] Milam County, Texas[openai] Doña Ana County, New Mexico (Project Jupiter)[oracle] Lordstown, Ohio[openai] Port Washington, Wisconsin (Midwest Stargate site)[youtube][oracle] Saline Township, Michigan (broader OCI AI expansion)[oracle][youtube]

$ORCL Pros and Cons:

After 166 years, the Know Nothing Party has returned to US politics. They’ve switched parties too.

Absolutely idiotic. Fall a year behind and the project may become obsolete or uneconomic. But the idea that intellectuals can do a better job than a free market is endemic to the left.

Agree that Vance is not a sure thing. But he does have the inside track. My point was that your assertion that you would not vote for Vance while reasonable today may not be IF the choice is Vance vs AOC or Newsom. For the record, I could not be more supportive of Israel.

@zipjet You wake up...zipper or zip or zippy. There is no ascendancy in America in fact on 4 VPs were elected while serving as VP. John Adams Thomas Jefferson Martin Van Buren, and George H.W. Bush.

I have no faith, trust or confidence in VP Vance. The office, sure, but not the man. I'll never vote for him and quite frankly, I seriously doubt the general electorate will vote for him, either. The GoP would be foolish to push him as the Candidate for 2028. There are infinitely better and more qualified people than JD Vance. 2028 is going to decide the trajectory of America. We need Leadership, Conservative/Rational Leadership, not Tucker's buddy or Theo Von' Podcastinian bro.

This BoA analyst on $TGTX is the most extreme examples of a biased analyst at a major IB that I have ever seen. He keeps raising long term revenue estimates, but always finds some excuse to maintain a price target dramatically below the stock price. Once upon a time it was the threat from the Ocrevus "subq" that of course never emerged. Now complaining about increased operating expenses even though the company has noted it is currently expensing an inventory build for subq that should serve to reduce COGS when it is finally launched.

$ORCL Motley Fool PT 243 fool.com/investing/2026…

I do not think many investors appreciate how sensitive value is to the DR you use. No less than Buffett argues for using the long treasury rates. Yet analysts routinely use rates double that. IF you are a long term investor, comparing to the long treasury makes sense. Treat it as the risk free return. When you have an extremely rapidly growing company the DCF calculations give numbers that common investors scoff at to their hurt.

@zipjet @valueinvest73 I like it, everything above $100 share price

$LQDA === - [News] A Look at Liquidia Corp (LQDA) After 8.7% Decline -- GF Value $232.05 vs Price $71.22 (GuruFocus) - Jul 14, 2026 gurufocus.com/news/8956539/a…

$TGTX For TG Therapeutics, BofA said the company's Q2 results "should again center on whether Briumvi can keep outpacing already-raised expectations." Also, TG Therapeutics' comments on operating expenses will be important after the company's Q1 results showed "meaningful sequential increases" in research and development as well as selling, general and administrative expenses, the note said. BofA increased its outer-year Briumvi estimates to "reflect greater franchise stability following recent updates." The investment firm raised TG Therapeutics' price objective to $20 from $17 and reiterated the company's Underperform rating.

$TGTX FDA Grants Priority Review to Cemdisiran for Generalized Myasthenia Gravis ophthalmologyadvisor.com/news/fda-prior…

💯🤣

🚨 NOW: Speaker Johnson just dropped this chilling line to every American to block the rise of COMMUNISM "This is not a GAME! Everybody needs to understand these crazy little Mamdanis who are popping up all around the country — they are a DANGER to you and your family. This is not a GAME!" "If they promise you free stuff, there is far more beneath those promises that even some of these people do not understand themselves." "And so we are here as the Republican Party to stand on the founding principles of the greatest nation in the history of the world. It is our duty to do that." "And we're doing it on behalf of all of you, even the journalists who don't agree with our policies all the time." "You better agree on these principles because that's what keeps you free." "By the way, it's what keeps the press free, okay? This is essential for your well-being and your family. This is not a game." "This is not our Father's Democrat Party. This is not, we're not arguing our marginal tax rates anymore. We're arguing whether or not freedom is going to survive!" @SpeakerJohnson

Rumors of a fund caught with large short $MU common, weekly calls? Size > 10% portfolio, wind down in the cards?