My romphims have long been unfairly and wrongly maligned
December 15, 2025 at 8:17 PM
My romphims have long been unfairly and wrongly maligned
i believe the hairstyle is formally referred to as “perm(abear)”
December 15, 2025 at 6:05 PM
i believe the hairstyle is formally referred to as “perm(abear)”
Shout out to stinkyjim88, who’s getting what he wanted
December 15, 2025 at 5:23 PM
Shout out to stinkyjim88, who’s getting what he wanted
no Tesla has “reasons” today
December 15, 2025 at 2:40 PM
no Tesla has “reasons” today
The bull case is very much “trust me, bro” (hey, it could work)...but it’s not just “trust me, bro” but also “trust Sam Altman’s fundraising ability, bro,” so you gotta hit that parlay.
December 12, 2025 at 4:39 PM
The bull case is very much “trust me, bro” (hey, it could work)...but it’s not just “trust me, bro” but also “trust Sam Altman’s fundraising ability, bro,” so you gotta hit that parlay.
Please give us updates on what we missed!
December 12, 2025 at 3:27 PM
Please give us updates on what we missed!
One thing that’s perhaps a bit overlooked when it comes to “new guy” atop Fed being more willing to cut is that regional Fed presidents rotating on for next year look a shade more hawkish than current setup at first blush.
December 12, 2025 at 2:55 PM
(I like to subtweet)
December 11, 2025 at 10:55 PM
(I like to subtweet)
I suspect the subsequent decline is lack of customer breadth here and the new addition only being a relatively small order?
(Thoughts welcomed!)
(Thoughts welcomed!)
December 11, 2025 at 10:20 PM
I suspect the subsequent decline is lack of customer breadth here and the new addition only being a relatively small order?
(Thoughts welcomed!)
(Thoughts welcomed!)
Since then they’ve received another $11 billion order from Anthropic and have a new 5th major customer for AI chips (a $1 billion order).
Backlog of $73 billion, expected to be realized within the next 18 months.
Backlog of $73 billion, expected to be realized within the next 18 months.
December 11, 2025 at 10:16 PM
Since then they’ve received another $11 billion order from Anthropic and have a new 5th major customer for AI chips (a $1 billion order).
Backlog of $73 billion, expected to be realized within the next 18 months.
Backlog of $73 billion, expected to be realized within the next 18 months.