Mule
foolallthetime.bsky.social
Mule
@foolallthetime.bsky.social
I’m a guy on Twitter @foolallthetime
Irony of luxury brands is that some niche brand out there is going to pass price increases on from tarrifs and demand will *increase* and they will realize what product category they are in
March 23, 2025 at 6:01 PM
Stupid question, is the deepseek dialogue as intense over here?
January 27, 2025 at 2:32 AM
Reposted by Mule
We cover AI extensively on this podcast with
@foolallthetime.bsky.social , but 1 piece of value we focus on that gets less attention nowadays is a deep dive on the severe recession in semis outside of AI twiii.podbean.com/e/special-do...
SPECIAL: Doug O'Laughlin on the Semiconductor Industry Dynamics and Outlook | This Week in Intelligent Investing
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Doug O'Laughlin, President of SemiAnalysis and founder of Fabricated Knowledge. Doug shares his wisdom on the state of the semicondu...
twiii.podbean.com
January 24, 2025 at 2:13 PM
Reposted by Mule
Exclusive: Bridgewater dismissed 7% of its workforce Monday as the world’s biggest hedge fund seeks to remain lean and maintain the flexibility to hire top talent, according to a person familiar with the matter
Bridgewater Dismisses 7% of Staff in Effort to Remain ‘Nimble’
Bridgewater Associates dismissed 7% of its workforce Monday as the world’s biggest hedge fund seeks to remain lean and maintain the flexibility to hire top talent, according to a person familiar with ...
www.bloomberg.com
January 6, 2025 at 11:47 PM
Here’s my annual semiconductor outlook

www.fabricatedknowledge.com/p/2025-ai-an...
2025 AI & Semiconductor Outlook
O3 and what's next. Marginal costs are coming for tech companies.
www.fabricatedknowledge.com
January 4, 2025 at 6:50 PM
Honest same with anything, I ain’t doing shit till the last possible second
Many advertisers on TikTok say they will shift ad dollars if and when a US ban actually takes effect, as the yearslong saga has dulled any real sense of urgency (Wall Street Journal)

Main Link | Techmeme Permalink
January 2, 2025 at 10:29 PM
Happy new years!
January 1, 2025 at 5:43 PM
With Pat Gelsinger out, the base case is that Intel will be scrapped for parts now
December 2, 2024 at 2:49 PM
Dude health really is wealth :/
November 30, 2024 at 6:56 PM
I realize I’m old because I’m relating to the quickbooks commercials and shit and I’m like gawd damn stop it
November 28, 2024 at 10:47 PM
I was watching wicked and I’m like musicals are pretty much cocomelon for adults. Singing / expressions / dance is like max monke cocomelon brain
November 27, 2024 at 1:18 AM
How do I like, engage here, it’s kinda weird. What’s up blue sky, please I miss my friends.

Also TPR is an obvious double from here (lol)
November 27, 2024 at 12:29 AM
Hey guys, I guess I’m trying this out.

Now back to talking about TPR
November 20, 2024 at 1:57 PM
https://www.fabricatedknowledge.com/p/an-interview-with-tony-pialis-ceo#details

Did an interview with Alphawaves (AWE.LN) CEO Tony Pialis - enjoy!
July 5, 2023 at 1:44 PM
Just so you know we are now a nation that is trying to find a new home. A diaspora, if it’s Bluesky, or whatever, we are a nation of birds looking for a new home 😤
July 4, 2023 at 11:14 PM
Reposted by Mule
Biggest monument in Kyiv tonight rraaah🇺🇸🦅
July 4, 2023 at 8:57 PM
Would you like to see my potential long ideas? I have a net net, a shitco that you want to vomit at, and a deal stock that won’t move! *closes my trench coat*
July 4, 2023 at 8:46 PM
I finally have some ideas, but they are in the worst possible places
July 4, 2023 at 4:05 PM
Happy fourth bozos, I wish the market was open
July 4, 2023 at 1:55 PM
Reposted by Mule
i care about exactly two things: farm fresh organic blueberries and big ole tiddies
July 3, 2023 at 10:30 PM
1000% let’s hold hands and cross the Austrian alps
Great to see more and more FinTwit names popping up here

I don’t care where we go, - here, Zuck’s new place - but damnit, let’s all go together
July 3, 2023 at 11:15 PM
#FF the king of its so over we are so back
July 3, 2023 at 11:14 PM
I would guess bsky goes a community at a time, and the one community I care the most abt might be going 😤
July 3, 2023 at 9:21 PM
Reposted by Mule
This place is approaching critical mass
July 3, 2023 at 9:18 PM