Like an old golf club they let him hit from time to time in his last years. He was instrumental in finalizing the large investment in the 5 Japanese Houses which will payoff for generations and the mega position in Apple. Great way to put the last period on the final chapter.

Zac Taylor coaching Joe Burrow & Ja’Marr Chase:

CTE of the day AB

Walter White dies at the end of Breaking Bad

I once took a “smoke break” for an entire year. I wasn’t smoking though, I was depressing. You’ll always feel lost if you don’t know how to navigate your own world. You’ll slowly crack while time leaves you behind. But I decided long ago I’m the only critic that matters.

Is THIS what we’re doing with ai 🤦🏻‍♂️

Fake engagement and fake results. Sums up this administrations MO

Majestic

Go figure 🙄

Trump would rather have a civil war than release the Epstein files

Normalizing pedophilia is part of the far right project

Mack Hollins is an absolute psychopath

Super Bowl appearances: Maye: 1 Darnold: 1 Allen: 0

Fintwit crying and begging for mercy after a couple red weeks

I can think of THREE super bowls that were worse than last night's

What people miss with the AI bubble narrative is that tech stocks already had their dotcom moment in 2021, which saw a harsh correction in 2022. The run up we've seen from 2023 on has largely been based more on fundamentals. Quantum, energy and some software is the real bubble

You couldn't possibly see all this cap ex and be bearish on both the spenders (GOOG, MSFT AMZN) AND the suppliers they're piling into (NVDA, MU, CRDO). When it comes to nearly a $1 Trillion in AI spend, pick and shovels fundamentally win regardless of AI's everchanging narrative

The ICE surge in Minnesota cost $280M of our tax money, to detain 4k people of whom only 30 were accused of violent crimes, plus another 530 with minor traffic violations. $9 million per capture of the "worst of the worst". Plus two civilian deaths. Your tax dollars hard at

Here's 30 years of Netanyahu telling you Iran is days away from a nuclear bomb.

The relentless $NVDA pumping has me wary. The market wants it to stay in it’s comfy $175-$195 range and still isn’t comfortable with the fact that all it takes is one hyperscaler to say “yeah, not worth it” and pull the plug. Deals aren’t meaningful until they turn into revenue.