Jack

325 posts

Jack

Jack

@ObiwonTrader

เข้าร่วม Mart 2022
67 กำลังติดตาม41 ผู้ติดตาม
Jack รีทวีตแล้ว
Morning Brew ☕️
Morning Brew ☕️@MorningBrew·
World's Wealthiest Comparison— 1. Elon Musk: $1.1 trillion 2-5. Larry Page + Sergey Brin + Jeff Bezos + Larry Ellison: $1.08 trillion Insanity.
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Jackson Thompson
Jackson Thompson@JackThompsonFOX·
California Gov. candidate Tom Steyer just posted this video with trans athlete AB Hernandez, who will compete for a girls' state track & field title this weekend. "I'm so proud of you for what you're doing," Steyer said.
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Jack
Jack@ObiwonTrader·
@JohnDoeKnowsGuy prob like 50k no more... no one wants to buy a business thats relieant on the owner, he leaves so does the biz... all these talks about mulitples and EBIT mean nothing. Real world buyer looking for a system in place, consistent workflows, organized, repetable and scalable
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JohnDoeKnowsGuy
JohnDoeKnowsGuy@JohnDoeKnowsGuy·
My dad HVAC business went from $1m to $1.7m to $2.4m to ~3m revenue the past 4 years. Primarily home and small business installs, not much commercial work. Anyone got any idea what kind of exit could that get in Northern Virginia?
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: The deadly hantavirus outbreak has spread to Europe after a passenger who had already left the MV Hondius cruise ship tested positive back home, per NYP Swiss authorities said the man returned home last month following a trip to South America with his wife before testing positive for the virus, which can lie dormant for up to eight weeks.
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Jack รีทวีตแล้ว
Out of Context Human Race
Out of Context Human Race@NoContextHumans·
I’ve never seen anything more accurate
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MJTruthUltra
MJTruthUltra@MJTruthUltra·
This aged well for Swalwell and his wife I keep thinking his poor wife, but, in the back of my head, the thought keeps popping up — maybe it was a swingers thing the were both part of. Or not, then back to poor wife.
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Jack รีทวีตแล้ว
Elon Musk
Elon Musk@elonmusk·
NASA Artemis passing close to the Moon
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Jack รีทวีตแล้ว
Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
Difference in quality between NASA and SpaceX’s launch livestreams.
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Jack รีทวีตแล้ว
Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
NASA’s Artemis II livestream really makes you appreciate @SpaceX’s launch broadcasts. Bad camera tracking, no onboard cameras, countdown timer disappeared, NASA even showed people in the crowd instead of stage separation lol. The screen also blacked out twice during the first 10 seconds of the launch.
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Jack รีทวีตแล้ว
Molly O’Shea
Molly O’Shea@MollySOShea·
Sequoia's @shaunmmaguire on Why Elon's TERAFAB is Underrated: "I’m gonna sh*t on a lot of other investors for a second." “I’m watching people come in with what I’d call 8th grade level education on the industry, trying to make definitive statements.” "I’ve been obsessed with semiconductors since I was a little kid. I literally bought Nvidia shares in the IPO in 1999. I was obsessed with semiconductor fab as a kid, got really deep into the chemical processes that go into making wafers." "People are assigning way too low a probability that it will work.” Hill & Valley Forum 2026 (@HillValleyForum) / @elonmusk . . . “I think it’s underrated because I think people don’t think it’s gonna work. Like I think a lot of people view it—and again, this is a systems-level problem—and I’m gonna just go get sh*t on a lot of other investors for a second. It’s been pretty wild for me as chips became all the rage again. To brag for a second, I’ve been obsessed with semiconductors since I was a little kid. I literally bought Nvidia shares in the IPO in 1999. I was obsessed with semiconductor fab as a kid, got really deep into the chemical processes that go into making wafers. If you think about the silicon industry, from the mid-50s to the mid-90s, the bottleneck was actually chemical steps. It was not lithography—it was making ultrapure wafers, which require 20+ chemical steps. Then it flipped to lithography, and EUV became probably the hardest single step in semiconductor manufacturing. But there’s all these investors that, three years ago, had never done anything in hardware, had never thought about semiconductors, that are brand new and think that they’re experts. I’m not trying to say I’m an expert—there’s a lot I need to learn—but I’ve at least been paying attention to this field for a very long time. And I’m watching these people come in with what I’d call eighth-grade-level education on the industry, trying to make definitive statements around what the bottlenecks are, what’s gonna be hard. They’re basically just parroting each other. It reminds me a lot of when people were trying to assess the likelihood of reusable rockets working in 2014, or Starlink working in 2019–2020, where everyone would tell me to my face: it will not work. Or when people were saying self-driving will never work. Especially with camera-only—where Elon was a contrarian doing camera-only rather than vision plus lidar. All these things fit the same pattern of people thinking superficially when they’re brand new to a field, then having strong opinions on how things are gonna work. And I think that on TERAFAB, people are assigning way too low a probability that it will work. I personally feel confident that it will. Timeframe—there are questions—but I’ve thought through all the different steps. Almost everyone, when you talk about TERAFAB, they’re like, ‘but what about EUV?’ And EUV is something they first learned about in the last 18 months. It’s comical to me."
Elon Musk@elonmusk

SpaceXAI + Tesla TERAFAB Project Goal is a trillion watts of compute/year Most must necessarily go to space, as US electricity is only 0.5TW

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Jack รีทวีตแล้ว
ₕₐₘₚₜₒₙ
ₕₐₘₚₜₒₙ@hamptonism·
The mathematics behind apps like Shazam:
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Jack รีทวีตแล้ว
WOLF Trading
WOLF Trading@WOLF_TradingX·
Life after requesting a payout on multiple accounts
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Jack รีทวีตแล้ว
Harrison Krank
Harrison Krank@HarrisonKrank·
You can hear the genuine pride in Donald Trumps voice when he called the Team USA Hockey Team
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Jack
Jack@ObiwonTrader·
Very interesting
Triple Net Investor@TripleNetInvest

JUST IN: Chamath Palihapitiya makes a big claim that Warren Buffett’s insane pre 2000 returns may have benefited from access to information asymmetry not available to the public Here's what he had to say: "In 2000, we introduced the law called Reg FD. And what was the point of Reg FD? It was basically that if you're a CFO, you cannot talk to an individual stock manager and tell him something that you then don't tell everybody else. Essentially inside information. That used to be not illegal. I won't say that it was legal. I would just say that used to be not illegal. You call your CFO buddy, he says, "hey, how you doing?" He goes, man, "Quarter was a blockbuster." You would go and buy the stock. And starting in the 2000s, it became illegal. And there used to be these networks of information arbitrage that took advantage of this. Now, this is an example of Warren Buffett's returns, pre and post Reg FD. Now, what do you see? His returns were double the market returns when this kind of information sharing was legal. And the minute that it became illegal and you had to basically act on the same edge as everybody else, his returns went to the market return. He generated zero alpha. In fact, he probably on the margins lost a little bit. So this is the single best investor in the world. This is what happens when you have information symmetry. So it's just meant to explain that markets when there's asymmetry. Billions and billions of dollars will be made in asymmetry. The prediction markets today, unless they are regulated out of existence or shut down, will look like the stock market pre-Reg FD."

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Martin Shkreli
Martin Shkreli@MartinShkreli·
will be in DC and SF this week if anyone wants to hang
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Jack รีทวีตแล้ว
Bill Ackman
Bill Ackman@BillAckman·
Frightening that @Tim_Walz was almost one heart beat away from our presidency. Crazy.
Minnesota Staff Fraud Reporting Commentary@Minnesota_DHS

Tim Walz is 100% responsible for massive fraud in Minnesota. We let Tim Walz know of fraud early on, hoping for a partnership in stopping fraud but no, we got the opposite response. Tim Walz systematically retaliated against whistleblowers using monitoring, threats, repression, and did his best to discredit fraud reports. Instead of partnership, we got the full weight of retaliation by Tim Walz, certain DFL members and an indifferent mainstream media. It’s scary, isolating and left us wondering who we can turn to. In addition to retaliating against whistleblower, Tim Walz disempowered the Office of the Legislative Auditor, allowing agencies to disregard their audit findings and guidance. Media and politicians supporting Tim Walz or the DFL-agenda attacked whistleblowers who were trying to raise red flags on fraudulent activities. This is a cascade of systemic failures leading up to Tim Walz. Agency leaders appointed by Tim Walz willfully disregarded rules and laws to keep fraud reports quiet - even to the extent of threatening families of whistleblowers. These same leaders are not qualified for their jobs, instead getting leadership jobs via Tim Walz’s friendship so state government were left floundering. DFL lawmakers refused to acknowledge fraud and deflected any serious conversation to stop fraud. Biased mainstream media such as WCCO and MPR showed absolutely no interest in covering fraud happening in our own state. Programs, especially in behavioral health and disability services were built without any guardrails against fraud, all in an attempt to extract more funding from legislature and the federal government. As staff, we firsthand witnessed and observed fraud happening yet we were shutdown, reassigned and told to keep quiet. Sometimes more. Leadership did not want to appear to discriminate against certain communities and were unwilling to take action, such as stopping fraud, that would have an adverse impact on their image. To date, no single agency leader has been held responsible for their role in fraud whether it’s Shireen Gandhi, Jess Geil, Jodi Harpstead, Natasha Merz, Eric Grumdahl or others. It is a structure created and maintained by Tim Walz who has created an environment of inter-related agencies and institutions including the media - that help foster fraud through retaliation and turning a blind eye in exchange for political gain in the form of high power agency leadership jobs or other perks. Fundamentally, Tim Walz is dishonest, lacks ethics and integrity, has poor leadership abilities, and has never taken any accountability for his role in fraud. Instead, Tim Walz deflects by blaming national politics for his own failings and distracts the public with inveterate lying. These lies include his reference of a budget surplus under his tenure. Fact is, Minnesota never had a surplus, we had been given federal ARPA funds that were conflated as surplus money otherwise, we’d be in a deficit. And those ARPA funds, which were meant to be temporary funds were used to create more leadership positions for Tim Walz “buddies.” As such, we can’t fight fraud in Minnesota alone hence why we’re appealing to the federal levels of government. We need all the help we can get as Tim Walz’s agency leaders have upped their brazen approach in covering up their knowledge of fraud. We are grateful to numerous solid politicians (esp the Fraud Committee) and media outlets who are trying to halt fraud. We are also grateful to other whistleblowers who are bravely stepping up. Thank You NY Times for bringing the plight of Minnesota to the national stage. @nytimes

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Jack
Jack@ObiwonTrader·
@elonmusk How is this real ? And nobody seems to care
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Rob Schneider 🇺🇸
Rob Schneider 🇺🇸@RobSchneider·
Who is THIS violent agitator at tonight’s Cal Berkeley Turning Point USA event?!
Rob Schneider 🇺🇸 tweet media
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Jack
Jack@ObiwonTrader·
can @realDonaldTrump tweet some tariff plans again, i need to make my money back on these puts. :)
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