US Advanced Computing Infrastructure, Inc.

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US Advanced Computing Infrastructure, Inc.

US Advanced Computing Infrastructure, Inc.

@chicago_quantum

d.b.a. Chicago Quantum SM Investment Advisor & Consultant Please be polite. Tweets are not advice. #vintage #sportscards on #ebay

Highland Park, Illinois USA เข้าร่วม Mayıs 2019
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US Advanced Computing Infrastructure, Inc.
$KHC: Just bought more shares and locked in a 6.63% dividend. This is our top holding as we enter 2026. I cannot wait to see what the new CEO does, and what they can do to profit from packaged food industry consolidation with their growing cash flow.
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US Greenland will defend itself and shake off the shame of Operation Weserubung Sud. It will learn to be prosperous, brave, strong, and embody Truth, Justice and the American Way. The arrows and the olive branch, held by the Eagle in its talons.
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Operation Weserubung Sud The speed of the unconditional surrender of Denmark after incredibly light resistance to Nazi German military invasion. The German 'invasion' started at 0400 on 09 April 1940 and all of Denmark was under German control within six hours. It took Denmark six hours to unconditionally surrender to Nazi Germany after killing 2 or 3 German soldiers. I will never tease the French again. I apologize if I ever offended any French person about their speed of surrender in WWII. I was wrong. The Danes gave up their freedom in six hours after less fighting than Chicago sees in a holiday weekend. en.wikipedia.org/wiki/German_in…
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Israel Defense Forces
🔎LOCATED: A rocket launcher with 2 loaded rockets, ready to be fired toward Israel, was found during IDF activity in Jabaliya. IDF troops remain deployed in accordance with the ceasefire agreement.
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When does the new CEO, Steve Cahillane start his new job at Kraft Heinz $KHC? I think he starts in early January 2026. What do you think he will do in his first 100 days?
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Could Kraft Heinz $KHC beat their revenue forecast for Q4 and show a tiny bit of growth? btw: G.T.E. stands for Global Taste Elevation, the 'code name' for their growth business.
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$KHC aggressive G.T.E. marketing, promotions, and product innovation in November and December 2025. Local Chicagoland observations: Prices on meats and coffee in the range of competitors, who are discounting less aggressively. Mac & Cheese still flying off the shelves.
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@SolutionOrganic They said their demand curves changed shape, and that more people are buying more product when the price falls, and fewer people are buying fewer products when the price is full retail. It is a clockwise shift in their demand curve, and that is the non-obvious part.
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US Advanced Computing Infrastructure, Inc.
This also acts as a hedge in our portfolio, with a near-zero BETA. What that means is that if the overall stock market falls, this stock will fall less (or at least be uncorrelated). This reduces the BETA (or structural volatility) of our overall portfolio.
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$KHC: Just bought more shares and locked in a 6.63% dividend. This is our top holding as we enter 2026. I cannot wait to see what the new CEO does, and what they can do to profit from packaged food industry consolidation with their growing cash flow.
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@wischlist The Bears 'belong' wherever they play. It is up to us fans to 'decide' whether to go to a game. We will not pay today's ticket and parking prices (too high), like most of Chicago, so it doesn't really help us if they stay. A new stadium with lower ticket prices would help us.
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Dave Wischnowsky
Dave Wischnowsky@wischlist·
The Bears don’t belong in Indiana. They don’t belong in Arlington Heights either, TBH. The Bears belong in Chicago. At this point, they should just table the new stadium, plan to play out their Soldier Field lease through 2033 & examine in-city options again in a few years.
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US Advanced Computing Infrastructure, Inc.
$CPB: A FEW KEY TAKEAWAYS: - Tariffs increased total costs by 2%. - Strong performance meant flat sales as they raised prices and rode the demand elasticity curves. - Cost cutting helps, but not enough. - New CFO did not answer analyst questions directly.
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US Advanced Computing Infrastructure, Inc.
I explained this to my daughter today in the car ride to school. Consumer defensive companies like (x) do well when equities collapse. They are a low BETA hedge without having to go short. She said: "Dad, I understand, but what if interest rates rise?"
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@DrunkRepub Thank you. I agree with you. I expected faster progress on things that matter to normal Americans. I agree the midterms are winnable, but not the way things are going now.
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The Drunk Republican
The Drunk Republican@DrunkRepub·
I’m a Trump guy. Voted for him 3 times. Donated to his campaign. Spent countless hours of my life making memes in his honor. I want nothing more than for him to succeed. But this “Golden Age” rhetoric ain’t it. The job market sucks, shit is too expensive, and it’s ringing hollow with people. I realize things are looking up, and I’m convinced they will straighten out. But spiking the football without scoring a touchdown is a bad look, especially after the election. There’s a ton of work to do before the midterms. Less talky, more walky please. Thank you for your attention to this matter. PS - (Can’t wait for the inevitable “unfollowed” replies simply for voicing my opinion on an app where people voice their opinions).
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