We already have regions in America with no immigrants. They largely look like this

Gay month now over. No one allow be gay.

From best Surf Lodge contact: If my girl Becky is set to formally lose her grip on power giving up 1 of her 3 reservations, it would represent poss the most bullish risk event of the post-COVID period (& perhaps in the 21st century). We’re critically focused on this issue (&

So everyone in SF is down to be polyamorous but can’t handle sharing an employee?

K I’m sorry you guys are bitching about how hard dating is but the hottest woman on earth is dating a gay 6.5 with a “Smate” (?) chest tattoo.

JT Leandro - Litho is no longer important - Scaling is dead (just don't look at customer roadmaps) - DRAM WFE going down (while memory stocks and HBM mooning) - China WFE going lower (off base 2-3x higher than any bear thought possible) - TSM concentration means ASML has lost bargaining

I dunno bro you can buy $ASML at 27x forward or Schneider Electric that sells, I dunno, liquid cooled boiled wieners or something, for 25x. Cummon now.

Hunter SPX Thompson ❎ Arvind, my brother in Christ, the only thing that hallucinates more than LLMs is mid market sell side research

The Big Beautiful Bill walking itself up to Trumps desk to get signed like

What’s funny is most of these I’m like ya. Most of you do need therapy. You should be emotionally available. You should go to the gym. You should learn how to dress. You should have a good credit score. And most of all, you should stop fucking whining.

This cartoon is over 20 yrs old 😞

Pythia Capital, No Brainer - $TDG is too expensive (traded at 19x PE and had 130% distributable FCF conversion) - They can’t do M&A forever (have done M&A forever) - PE copying the playbook (PE outbids TDG at auction for crappy assets they won’t be able to run better) - Their pricing is too aggressive

Alright so we have until Powell term is up in May 2026. Trump will appoint someone who will cut irresponsibly (though I guess it’ll help the deficit), and we’ll transition from whatever this is now to a real orgy of retardation. Is one way this goes down.

Met a young college kid for coffee yesterday. He asked me what was going to happen to America given the crazy political situation and spiralling debt. How could it possibly end well? I said, the thing about America is that from the beginning it was a shitshow. Puritanical

“God I hate how uneducated voters are now, they don’t even read the candidates websites!” Voters in 2008:

$SPGI further entrenched into America regulatory fabric. But what about self indexing 😂😂😂😂.

Narrowbody and widebody production rates are at 2017 and 2012 levels yet passenger volumes up ~150% since 2012

Social media is more effective at breaking than therapy is at fixing

$RCI.TO laying off 1000 customer service agents. reddit.com/r/Rogers/comme…

This can't be happening.