Alphonse
@nevillebartos.bsky.social
intu
“It’s amazing, and it’s also scary,” said Andrew Duca, chief executive of Awaken Tax, a cryptocurrency tax platform. Duca has been coding since he was in middle school. “I spent my whole life developing this skill, and it’s literally one-shotted by Claude Code.” www.wsj.com/tech/ai/anth...
Claude Is Taking the AI World by Storm, and Even Non-Nerds Are Blown Away
Developers and hobbyists are comparing the viral moment to the launch of generative AI.
www.wsj.com
January 17, 2026 at 8:07 PM
intu
Without sanctions on China and the AI over hype
U.S tech would be 7 PE and going lower
U.S tech would be 7 PE and going lower
January 17, 2026 at 8:04 PM
Without sanctions on China and the AI over hype
U.S tech would be 7 PE and going lower
U.S tech would be 7 PE and going lower
Reposted by Alphonse
start dropping off or mailing your old trophies to 1600 Pennsylvania Ave, Washington DC
January 17, 2026 at 4:43 PM
start dropping off or mailing your old trophies to 1600 Pennsylvania Ave, Washington DC
I skipped the tour buses and big-name distilleries and hit the road to find a deeper understanding of Scotch’s role in the country on.wsj.com/3LyIJik
A 500-Mile Road Trip Through Scotland Taught Me to Love Whisky in a New Way
I skipped the tour buses and big-name distilleries and hit the road to find a deeper understanding of Scotch’s role in the country
on.wsj.com
January 16, 2026 at 10:41 PM
Crash incoming(tm)
January 16, 2026 at 8:19 PM
Crash incoming(tm)
Harold Hamm,who helped kick off the US shale oil revolution
“This will be the first time in over 30 years that Harold Hamm has not had an operation with drilling rigs in North Dakota,”
“There’s no need to drill it when margins are basically gone.”
“This will be the first time in over 30 years that Harold Hamm has not had an operation with drilling rigs in North Dakota,”
“There’s no need to drill it when margins are basically gone.”
January 16, 2026 at 7:20 PM
Harold Hamm,who helped kick off the US shale oil revolution
“This will be the first time in over 30 years that Harold Hamm has not had an operation with drilling rigs in North Dakota,”
“There’s no need to drill it when margins are basically gone.”
“This will be the first time in over 30 years that Harold Hamm has not had an operation with drilling rigs in North Dakota,”
“There’s no need to drill it when margins are basically gone.”
The good luck staying poor crowd is hounding again
January 16, 2026 at 6:32 PM
The good luck staying poor crowd is hounding again
$4.7 trillion will flood the US economy in just 9 months
Here's what's happening and how to position too: 🧵
This 4.7 trillion doesn't hit all at once.
threadreaderapp.com/thread/20121...
Here's what's happening and how to position too: 🧵
This 4.7 trillion doesn't hit all at once.
threadreaderapp.com/thread/20121...
Thread by @financefelix on Thread Reader App
@financefelix: $4.7 trillion will flood the US economy in just 9 months—creating the largest wealth transfer in American history. This is Trump's tax plan to inflate their debt away. Institutions are ...
threadreaderapp.com
January 16, 2026 at 6:16 PM
$4.7 trillion will flood the US economy in just 9 months
Here's what's happening and how to position too: 🧵
This 4.7 trillion doesn't hit all at once.
threadreaderapp.com/thread/20121...
Here's what's happening and how to position too: 🧵
This 4.7 trillion doesn't hit all at once.
threadreaderapp.com/thread/20121...
You see Comex/ futures exchanges raise margin requirements when things gets silly.
They used to in the stock market too.
Fixing housing is not complicated
Its all ...
They used to in the stock market too.
Fixing housing is not complicated
Its all ...
January 16, 2026 at 5:51 PM
You see Comex/ futures exchanges raise margin requirements when things gets silly.
They used to in the stock market too.
Fixing housing is not complicated
Its all ...
They used to in the stock market too.
Fixing housing is not complicated
Its all ...
The marketcap of these companies.
All zeroos(tm)
All zeroos(tm)
January 16, 2026 at 4:58 PM
The marketcap of these companies.
All zeroos(tm)
All zeroos(tm)
12x from shorting a single name(tm)
January 16, 2026 at 4:37 AM
12x from shorting a single name(tm)
The definitive guide to keeping up with the degen mentality
January 16, 2026 at 12:18 AM
The definitive guide to keeping up with the degen mentality
Small caps is what i want to own
In this Beige Book update, small businesses faced mounting cost pressures, compressing margins and prompting operational adjustments: https://bit.ly/3vuGKkJ
January 15, 2026 at 10:05 PM
Small caps is what i want to own
$slv down 70%
$SLV silver ETF +84% last 36 trading days... nothing like this last 20 years
January 15, 2026 at 9:09 PM
$slv down 70%
Just pretend its a tariff
Reagan
Reagan
This is very unfair for our Tech Companies, and for the United States of America!
January 15, 2026 at 4:22 PM
Just pretend its a tariff
Reagan
Reagan
Reposted by Alphonse
EM Characteristics. DM Valuations.
It'll change soon.
It'll change soon.
January 15, 2026 at 4:13 AM
EM Characteristics. DM Valuations.
It'll change soon.
It'll change soon.
MCD will sink Prez
You cannot deny food inflation. It is so sticky in people’s minds because it’s near daily exchanges with prices.
Overall the CPI is not bad but it’s another shoot-the-feet result on this immigration and trade circus because farmers and processors are getting walloped.
Overall the CPI is not bad but it’s another shoot-the-feet result on this immigration and trade circus because farmers and processors are getting walloped.
January 14, 2026 at 11:00 PM
MCD will sink Prez
First Majestic was like 25$ with 30$ silver at one time
Now it’s 20$ with 92$ silver
Something isn’t right
With moves like this many will BK as they shorted forward curve
Now it’s 20$ with 92$ silver
Something isn’t right
With moves like this many will BK as they shorted forward curve
January 14, 2026 at 10:43 PM
First Majestic was like 25$ with 30$ silver at one time
Now it’s 20$ with 92$ silver
Something isn’t right
With moves like this many will BK as they shorted forward curve
Now it’s 20$ with 92$ silver
Something isn’t right
With moves like this many will BK as they shorted forward curve
Fast food consumption provides context for McDonald's habits, given its market dominance.
About one-third of U.S. adults (32%) ate fast food on a typical day from 2021-2023.
Earlier polls showed 37% reporting fast food in the past 24 hours.
About one-third of U.S. adults (32%) ate fast food on a typical day from 2021-2023.
Earlier polls showed 37% reporting fast food in the past 24 hours.
January 14, 2026 at 10:35 PM
Fast food consumption provides context for McDonald's habits, given its market dominance.
About one-third of U.S. adults (32%) ate fast food on a typical day from 2021-2023.
Earlier polls showed 37% reporting fast food in the past 24 hours.
About one-third of U.S. adults (32%) ate fast food on a typical day from 2021-2023.
Earlier polls showed 37% reporting fast food in the past 24 hours.
Generation Z is commonly referred to online as the "soy" or "soft" generation.
This stems from internet slang like "soy boy,"This ties into broader criticisms of the generation (born roughly 1997–2012) as overly progressive, emotionally fragile, or "soft" compared to prior cohorts
This stems from internet slang like "soy boy,"This ties into broader criticisms of the generation (born roughly 1997–2012) as overly progressive, emotionally fragile, or "soft" compared to prior cohorts
January 14, 2026 at 10:17 PM
Generation Z is commonly referred to online as the "soy" or "soft" generation.
This stems from internet slang like "soy boy,"This ties into broader criticisms of the generation (born roughly 1997–2012) as overly progressive, emotionally fragile, or "soft" compared to prior cohorts
This stems from internet slang like "soy boy,"This ties into broader criticisms of the generation (born roughly 1997–2012) as overly progressive, emotionally fragile, or "soft" compared to prior cohorts