@i_Drohi Avatar @i_Drohi Drohi - ReSSRection 🌄

Drohi - ReSSRection 🌄 posts on X about india, money, $nvda, elon musk the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks finance technology brands countries celebrities cryptocurrencies travel destinations automotive brands currencies us election

Social topic influence india, money, $nvda, elon musk, china, ai, stocks, inflation, debt, $amzn

Top accounts mentioned or mentioned by @dariocpx @amitisinvesting @grok @bindureddy @samanthaladuc @elonmusk @ramahluwalia @deedydas @saxenapuru @tonynashnerd @kashyap286 @mhpguy @spencerhakimian @averygrrl @triplenetinvest @marionawfal @annagorisch @gunsnrosesgirl3 @malpani @financelancelot

Top assets mentioned NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Arista Networks Inc (ANET) Robinhood Markets, Inc. (HOOD) Uber Technologies, Inc. (UBER) Chipotle Mexican Grill, Inc. (CMG) AppLovin Corporation (APP) Grab Holdings Limited Class A Ordinary Shares (GRAB) Spotify Technology (SPOT) Oracle Corporation (ORCL) Starbucks Corporation (SBUX) Duolingo, Inc. (DUOL) Tesla, Inc. (TSLA) Mastercard, Inc. (MA) IBM (IBM) Microsoft Corp. (MSFT) Intel Corporation (INTC) JPMorgan Chase (JPM) Marvell Technology Inc (MRVL) Shopify Inc (SHOP) Cloudflare, Inc. (NET) Taiwan Semiconductor (TSM) Basis Cash (BAC) Morgan Stanley (MS) Palantir Technologies Inc. (PLTR) Charles Schwab Corporation (SCHW) Broadcom, Inc. (AVGO) PayPal Holdings Inc (PYPL) Ferrari N.V. (RACE) QUALCOMM, Inc. (QCOM) BlackCoin (BLK)

Top Social Posts

Top posts by engagements in the last [--] hours

"The latest driver of unusual volatility in certain stocks - single stock leveraged or short ETFs $TSLA $PYPL $NVDA $NKE"
X Link 2022-11-07T16:44Z [----] followers, [--] engagements

"@BoringSleuth Yes overall puts more power in their hands. Everything that such supposed to put more power in thw hands of the people ended up making the 0.1% more in control: Web search (tracking) Cell phones (behavior) Crypto ()"
X Link 2023-04-01T20:26Z [----] followers, [--] engagements

"@saxena_puru No one comes close on the brand - they will sell everything they can make (like Ferrari $RACE) + $TSLA had a production bottleneck - but they figured it out. Add to that dynamic pricing like the auto industry has never known - they treat it more like airline seats. = 🎇"
X Link 2023-05-20T16:03Z [----] followers, [--] engagements

"@SamanthaLaDuc $NVDA has earned the right to use someone's misplaced line: "Watch & Learn" Instead they just chant AIAIAIAIAIAIAI"
X Link 2023-05-27T14:58Z [----] followers, [--] engagements

"I gave a prompt and asked it to make a presentation on "My 20-year journey in financial risk management" - and it came up with a surprisingly comprehensive and polished set of slides which one could simply customize 😅 👏👏👏 https://gamma.app/docs/Untitled-odw062268q8bo3m http://gamma.app https://gamma.app/docs/Untitled-odw062268q8bo3m http://gamma.app"
X Link 2023-05-29T14:42Z [----] followers, [--] engagements

"@WallStreetSilv It is a grand scheme to keep inflation high push more workers to serfdom and keep the hamsters spinning on their wheels. Oh and the boost to US defense/manufac/GDP"
X Link 2023-06-27T03:07Z [----] followers, [--] engagements

"@htsfhickey It is what it is - complaining won't help. Factors such as these unjustified as they are do move stocks"
X Link 2023-06-29T22:16Z [----] followers, [--] engagements

"@htsfhickey Good to hear from The Fred Hickey Hope you're right but that Qualcomm call has already been made a few times and c'mon you can compare QCOM's valuation in March [----] with AAPL's valuation today. Or the cash on their books. Or brand recognition. Chart ain't everything"
X Link 2023-06-29T22:55Z [----] followers, [---] engagements

"@TrungTPhan What about that movie where he can travel forward in time by a few minutes And that horrendous spine-chilling movie about dark films"
X Link 2023-06-29T23:03Z [----] followers, [--] engagements

"@Jkylebass @dekach1n The Hainan property bubble and subsequent crash is re-introduced every [--] years or so to re-educate people lest they forget 🤣"
X Link 2023-07-12T09:44Z [----] followers, [--] engagements

"@TonyNashNerd I have stopped going to TJ Maxx because I don't want to wait in checkout for [--] mins. Always packed. Call it downtrading. Call it perfection of price charged/value delivered in times of runaway prices. $TJX chart looks great"
X Link 2023-07-15T20:01Z [----] followers, [--] engagements

"Sadly yes. Also imagine an entire cartoon movie getting launched from one or two paragraphs of prompt about the plot. Imagine them bringing back some dead actors. I'm sure they're thinking about all this. $DIS"
X Link 2023-07-21T16:39Z [--] followers, [---] engagements

"@joceyreyes209 Oh man A year out $ENVX is an enabler to AI $NVDA can only produce GPUs and apart from some power management algorithms can do little about the power these chip clusters consume/heat generated"
X Link 2023-07-27T03:22Z [----] followers, [---] engagements

"@cperruna Their topline grows with inflation but costs don't () $V $MA"
X Link 2023-08-09T02:10Z [----] followers, [--] engagements

"@averygrrl Inspired by your $FLOT I am going with a similar $TFLO"
X Link 2023-08-11T22:11Z [----] followers, [--] engagements

"@PeterCa49537151 @htsfhickey But then doesn't gold rise when inflation does What happened to its inflation hedge status"
X Link 2023-08-12T09:15Z [----] followers, [--] engagements

"@TonyNashNerd Your TJ Maxx trip worked out I hope :-) It worked out for me 😃 $TJX beat expectations"
X Link 2023-08-16T12:06Z [----] followers, [--] engagements

"@cperruna And when that happens rates are going to zero again Why wouldn't you buy USTs with no default risk today"
X Link 2023-08-22T12:57Z [----] followers, [---] engagements

"@Austen I saw a similar situation during my visit to Maui in September [----]. I flew out on 9/10/2002. Homes in Kihei were selling for $140k. I had a gut feeling it was a great deal but didn't have the confidence to pick one up. 🤦♂ Well that was before I became a money manager"
X Link 2023-08-23T13:55Z [----] followers, [--] engagements

"@jacksonhinklle So you're saying Putin is not a bully"
X Link 2023-08-26T14:13Z [----] followers, [--] engagements

"@evasavagiou One picture worth an entire chapter on second derivatives in differential calculus"
X Link 2023-08-29T19:16Z [----] followers, [--] engagements

"@VivekGRamaswamy I am in full support of Vivek - but in these arguments he has cited backward looking facts. Whether or not climate change would be of concern will unfold in future data not whether fossil fuel saved people from freezing in Alaska in [----]. Can't extrapolate the past"
X Link 2023-08-29T21:44Z [----] followers, [--] engagements

"@SamanthaLaDuc @buy2close The rules will change to ensure there isn't a scratch on $BLK. All options will be explored - and there's evidently some easy ones. Doesn't mean there was no fire. Just as Credit Suisse 'failed to' spark off a wildfire"
X Link 2023-09-04T20:57Z [----] followers, [---] engagements

"@RealJoshPerry @WallStreetSilv "Wealth tax" on $BLK 😅 20% annual tax on any real asset they own"
X Link 2023-09-06T17:30Z [----] followers, [---] engagements

"Very weak demand for lawnmowers/garden equipment - $TORO $DECK $HD $LOW"
X Link 2023-09-07T13:50Z [----] followers, [---] engagements

"@SamanthaLaDuc The CEO sold $50m worth did you catch that - $NVDA"
X Link 2023-09-08T02:04Z [----] followers, [---] engagements

"@Imran_Razaq @chamath The "investors" were their friends at large PE/VC firms who I hear get an attractive kickback for doing the deal. A flashy marketer pounds the pavement raises $5B and promises the large investors "we'll seed your hedge fund" with 10% of the proceeds. Sam-Bankman Fraud ✔"
X Link 2023-09-14T13:39Z [----] followers, [--] engagements

"New Sapience - modeling knowledge and thought itself - the next gen in artificial intelligence (supposedly current LLMs/NLP/ML 'extraction of statistical patterns using neural networks' will look neanderthal in comparison). Hype Fact Promise #AI @ylecun @elonmusk @sama"
X Link 2023-09-29T20:33Z [----] followers, [--] engagements

"@ReformedTrader Learned something. I get the tax advantage part but not sure of the 'higher than Treasury rate' part. YTD return has been 3.5% FYI. Another [--] months left. $BOXX"
X Link 2023-09-30T19:19Z [----] followers, [--] engagements

"@luisbeldroega @SamanthaLaDuc Ya there's no such thing. Bank run on illiquid holdings translates to "sell everything that's liquid to raise cash". Bonds and US Large caps are toast"
X Link 2023-10-05T14:06Z [----] followers, [--] engagements

"US-based Albemarle Corp a key player in the battery revolution paid $103 m to settle SEC charges of bribery in Vietnam India China UAE - where business still gets done the old way $ALB"
X Link 2023-10-07T10:51Z [----] followers, [---] engagements

"@SamanthaLaDuc Nron errr Nvidia What a major piece of research $NVDA"
X Link 2023-10-08T02:07Z [----] followers, [---] engagements

"@AlderLaneEggs @SBF_FTX There's Gary Wang - now we have a picture (after his courtroom appearance in the SBF trial)"
X Link 2023-10-08T20:05Z [----] followers, [--] engagements

"@AlderLaneEggs @SBF_FTX The article with that snap was first published in the SCMP 😉"
X Link 2023-10-09T00:52Z [----] followers, [--] engagements

"@averygrrl not related (I suppose) but $FLOT has been leaking for the past two days. I thought it should steadily march upward until the ex-divi date and then fall back again. Any guesses what's going on"
X Link 2023-10-09T17:41Z [----] followers, [---] engagements

"@texasrunnerDFW Let's just call it a different local currency and bury them with it"
X Link 2023-10-10T01:10Z [----] followers, [--] engagements

"🎯 Well done TruthLabs Trial also shows their attempts to bribe Chinese govt officials trying Thai pros*tutes and eventually paying $100m even as an #FTX employee (daughter of Chinese govt official) objected -"
X Link 2023-10-12T06:21Z [----] followers, [--] engagements

"@ramahluwalia And how do we access private credit returns"
X Link 2023-10-12T20:11Z [----] followers, [--] engagements

"@BoringSleuth Great piece of work by @SamanthaLaDuc on the Coreweave/NVidia shenanigan"
X Link 2023-10-13T06:53Z [----] followers, 12.9K engagements

"@FinanceLancelot Find a few more of these and they can start offering zero income tax for half of US tax payers"
X Link 2023-10-14T07:04Z [----] followers, [--] engagements

"@WallStreetSilv So we have to mine for gold before rolling out a Fed stimulus package. Ya right"
X Link 2023-10-14T15:31Z [----] followers, [--] engagements

"@richfalkwallace Great work explaining everything without dipping into algebra/derivatives. Next tweet - how about some conclusions you are drawing from where these parameters are in today's fixed income landscape"
X Link 2023-10-15T23:18Z [----] followers, [--] engagements

"@ramahluwalia Its possible though that GS is at the bottom with its missteps. Esp Marcus"
X Link 2023-10-17T11:15Z [----] followers, [--] engagements

"@TaviCosta Can still turn into a breakout. Wait the weekend"
X Link 2023-10-20T19:09Z [----] followers, [---] engagements

"@DimitryNakhla No doubt about the equity being overvalued but as of last print in Aug $ORCL Cash:Debt was 11.6B : 84B 1:7. Paying a blended interest rate of 3% . not bad in this envmt. Net debt of $72B OP of $12B 😑6x is aggressive better get AI/data right. But they won't default"
X Link 2023-10-20T21:03Z [----] followers, [--] engagements

"UK did it. US can as well. Headlines about grocery prices easing have not popped up in the US yet. But I can also see the highest number of BOGO deals in [--] yrs at the supermarket. Stealth deflation. #inflation"
X Link 2023-10-22T12:44Z [----] followers, [--] engagements

"@VivekGRamaswamy I'm sure an audit would "get in the way of national security". If one is done it will have to be classified"
X Link 2023-10-23T13:40Z [----] followers, [--] engagements

"@TheTranscript_ Yeah as if Chinese companies do not know how to serve that consumer and need $PG to step in with their overpriced "premium" consumer products. Proctor & Gamble aside from aggressive price promos won't get more than 10% of the 450m they're dreaming of"
X Link 2023-10-23T18:18Z [----] followers, [---] engagements

"@cameron "Pre-IPO Bitcoin" Are you sure that language is accurate Is there such as a thing as an Initial Public Offering for something that has been around for decade+ (and never "taken private") Are you sure you're not stepping into another legal doo with misguiding remarks 🤣"
X Link 2023-10-24T11:57Z [----] followers, [--] engagements

"While traders/investors are spending all their time on #Cybertruck an actual truck company comes out and posts record profit and sharply rising profit per unit truck sold #Paccar $PCAR"
X Link 2023-10-24T14:14Z [----] followers, [---] engagements

"This yr Google's operating margins have been propped up by a drop in depreciation expenses. How did that happen Because the team decided that some of their depreciable assets had a longer life than previously thought. Ohhhh. Nice one Ruth ⛵ ➡🌅 #cookiejar $GOOGL $GOOG"
X Link 2023-10-25T16:13Z [----] followers, [--] engagements

"@averygrrl Such a rough day that even my index fund underperformed the index 🤣 Thankfully 90% in cash/USFR. TY"
X Link 2023-10-25T20:18Z [----] followers, [--] engagements

"How could Mastercard $MA be experiencing a 'resilient consumer' while both consumer discretionary Harley Align Dental and consumer staples names Unilever and Nestle are disappointing $UL $NESNE $HOG $ALGN $CONN My straightforward theory 👇"
X Link 2023-10-26T15:13Z [----] followers, [---] engagements

"@jmj High school students in many countries including the one where Tiktok/ByteDance hails from have ZERO time to spend on social media. They have to bury themselves in books assignments and STUDYING Fix the f***king American school system - lousy easy and a joke"
X Link 2023-10-26T19:57Z [----] followers, [--] engagements

"@SamanthaLaDuc EZ Corp $EZPW solid qtr strong margins 7% same-store sales growth - yeah they are making money but with declining margins due to pressure on the consumer Excerpt from earnings call 👇"
X Link 2023-10-27T11:39Z [----] followers, [--] engagements

"@jrwtyndall @FinanceLancelot US will come out as the most stable debt again with capacity - so I doubt other countries will stop buying. But if they indeed do - its also a good thing. The country need to learn to borrow less and run a smaller balance sheet - and will figure it out under pressure"
X Link 2023-10-28T19:42Z [----] followers, [---] engagements

"@SamanthaLaDuc And helping that US Govt Debt is the well-timed credit downgrade China's UST 'forced-selling' the nicely-orchestrated headlines about de-dollarization . Mission on its way to being accomplished"
X Link 2023-10-30T20:16Z [----] followers, [---] engagements

"@SamanthaLaDuc Frankly they make it look easy. Many of us thought the US could never be delever-ed That's what the interest rate hike cycle is all about:"
X Link 2023-10-30T20:24Z [----] followers, [--] engagements

"@BobEUnlimited And that too despite the "inflation tailwind" on the topline. Imagine what this turns into when pricing actually goes away"
X Link 2023-10-31T10:18Z [----] followers, [---] engagements

"@ramahluwalia I wonder if they will "hold off" on the next pandemic on account of this"
X Link 2023-10-31T11:31Z [----] followers, [--] engagements

"@TheTranscript_ @DisruptorStocks Elf killed it unlike Estee Lauder. Good thing Elf doesn't have the Asian travel exposure and is the 'cheaper alternative' and hence still pushing pricing and expanding gross margins. This can't go on forever though $EL $ELF"
X Link 2023-11-02T01:53Z [----] followers, [---] engagements

"@SamanthaLaDuc @GraphFinancials But US rates will only fall if there's a recession in the US - and its hard to see one in the US without similar recessions/rate-cuts in all major economies (China Europe are much closer to one in fact - mayb only Japan escapes it but what will they export with a strong JPY)"
X Link 2023-11-06T02:16Z [----] followers, [---] engagements

"@awilkinson Factor in NYC city taxes $20 for a burrito. . 🤣 for the privilege of working at Goldman Sachs for [--] hr/day"
X Link 2023-11-06T14:20Z [----] followers, [--] engagements

"@saxena_puru Theories: (a) Datadog IR 'fed caution' to WallSt to grant stock to management @ $81 right before crushing numbers and 🔼29% to $102 (b) The firms knew $DDOG would crush Q3 and colluded to create an entry pt into the stock before the report moral: don't listen to Wall St"
X Link 2023-11-07T16:13Z [----] followers, [---] engagements

"@MebFaber Sorry even your counter-question is misplaced (and no doubt the original is). Not "which is the best asset allocation model" but "what are the client's cashflow needs growth aspirations drawdown tolerance risk budget. . and what is their optimal allocation Ask me"
X Link 2023-11-09T11:56Z [----] followers, [---] engagements

"@ramahluwalia This sounds like that weekend at Las Vegas for $UBER employees where TK wrote a $25m check to cover expenses. But this is lousy #FDIC (what do they actually do again - I know there's a pot of money providing insurance on deposits - so they just burn through that pot)"
X Link 2023-11-13T14:34Z [----] followers, [---] engagements

"Price % return of new listings since their IPO from Robinhood's portal (only $ARM and $CART are from [----] rest are older) Have you heard of "Expensify" (-92%) and "Riskified" (-81%) Very own $HOOD -78% and #Google selling their shares this morning"
X Link 2023-11-14T12:45Z [----] followers, [---] engagements

"@SamanthaLaDuc Yes by the time the actual rate cut materializes an economic collapse will likely be the bigger worry"
X Link 2023-11-14T14:07Z [----] followers, [---] engagements

"$ROST Ross Stores Q3 revs +7% EPS + 33% Store comps +5% lfl accelerated from +4% OP margin @ 11.2% vs 9.8% yr ago"
X Link 2023-11-16T21:30Z [----] followers, [---] engagements

"$ROST +5.7% after-hours"
X Link 2023-11-16T21:30Z [----] followers, [--] engagements

"Most people think $AAPL engineers are super-human and Qualcomm $QCOM if they've heard of it is some also-ran from the 90s. But Apple's engineers are having trouble recreating what Qualcomm engineers have already built. Brandin' ain't everything"
X Link 2023-11-16T21:38Z [----] followers, [---] engagements

"@ramahluwalia Sounds fairly arrogant. Masa's track record at backing "disruptions" 👎 Apple chip designers failed to duplicate features that Qualcomm engineers already have working. And now someone from the ex-Apple pantheon purports to beat NVidia at its game. 😂 Middle East is dumb 💵"
X Link 2023-11-19T00:34Z [----] followers, [--] engagements

"@eastdakota @benbickers @kevinroose @elonmusk @Benioff Also didn't Elon start (another) "open source AI" effort this year. Superb analysis Matt Barring the volatility in $NET you just made me a fan of Cloudflare (unintended consequences)"
X Link 2023-11-21T15:29Z [----] followers, [---] engagements

"@TripleNetInvest More powder for the deflation thesis Its time rents came down - ho ho ho"
X Link 2023-11-21T17:50Z [----] followers, [----] engagements

"@DarioCpx Freakin' awesome work That Accounts Receivable increase would put shady construction companies to shame The rest of the points are cherry on top. $NVDA"
X Link 2023-11-22T03:14Z [----] followers, [----] engagements

"What if #OpenAI ultimate goal was to create a generation of adults so under-trained that they easily fall prey to the machines of the future PS: students in China and some other countries take proctored closed-book no aids exams"
X Link 2023-11-22T10:51Z [----] followers, [--] engagements

"@bindureddy I saw this Q* While solving math problems using LLMs which are fundamentally statistical and may not bang on the right answer each time is a "wow" Symbolic #AI (as well as programs not even called "AI") could solve such math problems [--] years ago 🥱 #OpenAI #QSTAR"
X Link 2023-11-23T15:27Z [----] followers, [---] engagements

"@DarioCpx Turns out NVidia engineers are not exactly geniuses. More like the dumbest thieves $NVDA 👇"
X Link 2023-11-24T17:14Z [----] followers, [--] engagements

"@vijaygajera @PMOIndia @AmitShahOffice Please help no.1 truthseeker Vijay Patel here. He is being targeted with a fake case because he has potentially exposed an organ harvesting case in Kerala and the "doctors" (read: kasais) at the other end want him finished. Thank you from the US🙏"
X Link 2023-11-25T13:22Z [----] followers, [--] engagements

"@GuyDealership "Above MSRP sales" was an anomaly in history - like negative interest rates in certain parts of the world. But I'll bet some sales guys got used to "above MSRP" as the 'new normal'"
X Link 2023-11-25T14:52Z [----] followers, [----] engagements

"@DarioCpx Mr. 🍌has literally gone bananas over his defense of NVidia and has let Artificial Intelligence take over his Real Intelligence in DM attacks"
X Link 2023-11-25T17:08Z [----] followers, [--] engagements

"@saxena_puru They have had issues with restocking - shelves are empty and deliveries are uncertain. I've spoken to store operators in my town. But the demand is very much there and now they're at the "$1.25" price point. Once $DLTR gets this problem fixed (which is an 'if') stock will 📈"
X Link 2023-11-27T15:42Z [----] followers, [---] engagements

"@DrAmbardar Insanely good . Congrats👏👏👏"
X Link 2023-11-27T20:55Z [----] followers, [--] engagements

"@EconguyRosie People have noted that Black Friday sales growth of +2.5% was below the rate of inflation 5% (thereby - weak volumes). What if the volumes actually grew and it was pricing that went backwards (more discounts) #deflation"
X Link 2023-11-28T01:49Z [----] followers, [---] engagements

"@DarioCpx I seriously can't believe the multitude of things you have dug up 🧅on $NVDA 's 'preferred & elite customers' 🤦♂"
X Link 2023-12-01T01:47Z [----] followers, [---] engagements

"@deepvaluebettor @aubreystrobel Very much like the FTX ads"
X Link 2023-12-02T03:00Z [----] followers, [---] engagements

"@malekanoms Superb writeup. I now have a newfound soft spot for the a16z's and Kleiner Perkins and VCs in general. When their holdings blow up they don't go around pushing the govt to bail them out with taxpayer money. They quietly accept the losses and keep playin"
X Link 2023-12-04T11:17Z [----] followers, [--] engagements

"@Codie_Sanchez @markvlaskamp Jeff Vinik: Tampa 🚀 - same strategy as the Bass He's gone a bit further than real estate - owns the Tampa Bay Lightning and the Amalie Arena as well"
X Link 2023-12-05T16:52Z [----] followers, [--] engagements

"@TonyNashNerd The China downgrade and the accompanying flagging of China's economic risks were very timely. The next 'reserve currency' eh"
X Link 2023-12-05T17:10Z [----] followers, [--] engagements

"@bluechipdaily Buy the Foundry $TSM"
X Link 2023-12-07T00:35Z [----] followers, [---] engagements

"@philbak1 Admission for kids of govt officials (no SAT) +influence on their curricula +their own nominee profs in "endowed chairs" +'private equity' investment into their own companies from the college endowment etc . (invite others to add to this)"
X Link 2023-12-07T17:26Z [----] followers, [--] engagements

"@SamanthaLaDuc Sounds like the stock market of Brazil. or in some cases India"
X Link 2023-12-08T02:39Z [----] followers, [---] engagements

"@ramahluwalia Pretty sure Cisco had these two 'levers' as well in 2000"
X Link 2023-12-08T18:40Z [----] followers, [--] engagements

"@DarioCpx But $NVDA is probably selling not H100 but H100 futures 🤣 They don't need to be manufactured until far into the future. Meanwhile they can be traded around and the pvt companies holding the futures can increase in value and borrow against their 'assets' and order more H100 🤣"
X Link 2023-12-08T18:44Z [----] followers, [---] engagements

"@rossiadam Key highlight: "They did their due diligence by looking at who else was investing" 👆 Time to move away from "team projects" and learn to do your own homework. Sorry schools don't teach that anymore"
X Link 2023-12-08T19:04Z [----] followers, [---] engagements

"@TripleNetInvest @chernobelskiy Read somewhere that a16z's property portfolio will "flow through" to Flow - might be some 'transfer pricing' in action"
X Link 2023-12-11T17:51Z [----] followers, [---] engagements

"@saxena_puru Rosie (Dave Rosenberg) made a good point as well - Fed sees 3.8% nominal GDP growth next year. If inflation stays 3.8% that also implies a contraction in real GDP. Maybe they get inflation down to 3.5%-3.6% with nominal GDP @ 3.8% ie 0.2% real GDP growth - a 'soft landing'"
X Link 2023-12-13T22:02Z [----] followers, [---] engagements

"@jamesblazen1126 @EconguyRosie Indeed. 3.8% nominal GDP converts to 3.8% topline growth and with some cost cutting (AI layoffs) + operating leverage such a revenue growth could translate to 10% EPS growth. Both can be right"
X Link 2023-12-14T01:37Z [----] followers, [---] engagements

"Lennar with a beat on Revs and EPS . and solid growth - yes at these high rates $LEN 2/ Key Takeaways: Orders up 32% to [-----] homes; Deliveries up 19% to [-----] homes Gross margin on home sales 24% Net margin 17% Homebuilding cash of $6.3 Bn Homebuilding debt to capital ratio at 10% Redeemed $378 MM of senior notes repurchased [--] MM shares for $337 MM 2/ Key Takeaways: Orders up 32% to [-----] homes; Deliveries up 19% to [-----] homes Gross margin on home sales 24% Net margin 17% Homebuilding cash of $6.3 Bn Homebuilding debt to capital ratio at 10% Redeemed $378 MM of senior notes repurchased [--] MM"
X Link 2023-12-15T12:08Z [--] followers, [---] engagements

"@kashyap286 Wirecard gave off nasty signals as early as [----]. The company made an inflated acquisition from the relative/nephew of the CEO. A sell side analyst at a boutique firm I knew refused to continue to cover the stock. It would take another decade for Wirecard to be unmasked"
X Link 2023-12-19T02:26Z [----] followers, [--] engagements

"@bradledwith @carlquintanilla Small caps won't fetch the banks enough I-Banking business. They won't make the list"
X Link 2023-12-22T03:07Z [----] followers, [--] engagements

"@bradledwith @carlquintanilla Yes hardly out-of-the-box. That's the job of a buy side small cap fund manager. The sell side is there to drum up business for their I-Bank"
X Link 2023-12-22T03:18Z [----] followers, [--] engagements

"@djay2001 @unusual_whales Options expire . So this is surely a short term trade"
X Link 2023-12-24T14:25Z [----] followers, [--] engagements

"@casshartford @seandsweeney Siesta Key low key You gotta be kidding 😅 I took this pic in [----] Spring Break"
X Link 2023-12-25T00:30Z [----] followers, [---] engagements

"@DarioCpx Now I have zero doubt as to who sets $NVDA prices on the day they report"
X Link 2023-12-25T03:21Z [----] followers, [--] engagements

"As predicted end of Oct/early Nov no surprise that fund managers chased the rally into year-end blowing past Wall St forecasts for the S&P [---] Active managers had less than 25% exposure to equities in late October when the S&P [---] was at [----]. This week their equity exposure jumped above 100% (leveraged long) with the S&P [---] approaching [----] & a new all-time high. This is the highest exposure since November [----]. https://t.co/xWCEXjT0zI Active managers had less than 25% exposure to equities in late October when the S&P [---] was at [----]. This week their equity exposure jumped above 100%"
X Link 2023-12-30T02:53Z [----] followers, [--] engagements

"@benbakhshi "Did you get rejected by Columbia" 🤣"
X Link 2023-12-31T00:00Z [----] followers, [--] engagements

"Quote that welcomed me this morning while it was dark and gray outside"
X Link 2024-01-06T13:24Z [--] followers, [--] engagements

"@attorneyjeremy1 @geniusj0nes Even a non-American with taxable interests in America (eg ownership in $MSFT which pays a dividend or a partnership interest in a commercial building) needs to file a US tax return under US IRS . Doesn't have to be a US citizen"
X Link 2024-01-08T03:21Z [----] followers, [--] engagements

"@ramahluwalia Goldman just needs exit liquidity for their tier [--] IPO pipeline which got stuck in 2022/2023"
X Link 2024-01-09T09:47Z [----] followers, [--] engagements

"Just Two-Thirds #Cryptocurency"
X Link 2024-01-11T12:08Z [----] followers, [---] engagements

""Each one of us is simply killing time " . that's how my thought started. I expanded on it but couldn't turn it into poetry So I turned to $MSFT copilot for help And the poetry flowed "
X Link 2024-01-13T12:57Z [----] followers, [--] engagements

"@rkk55555rkk5 . Rani gives 'those' ones 😅😛 Pls elaborate - would the return of Daddy Sun make capris/makars "un-nice" Or are they in for the worst run of their lives (as if the past few years weren't) 🙋♂"
X Link 2024-01-15T12:45Z [----] followers, [--] engagements

"IMF warns on massive AI related job losses and the need for social safety nets across the board 60% of jobs in mature developed markets and 40% in emerging markets can be 🪓by #AI"
X Link 2024-01-15T12:47Z [----] followers, [--] engagements

"@mhp_guy This one flew over my head buddy. . Didn't quite get how you cornered the buyout. Or if you actually did the buyout and at what terms"
X Link 2024-01-16T16:38Z [----] followers, [---] engagements

"@DarioCpx Pump up FY [--] EPS hit some goals and rake in some bonuses before the last hurrah $BAC $BAC"
X Link 2024-01-18T10:55Z [----] followers, [---] engagements

"The #SECGov has charged #MorganStanley of a multi-year fraud involving its equity trading desk. $MS allowed its favored clients to front-run large trades. These happen routinely some come out most don't 👇"
X Link 2024-01-20T12:02Z [----] followers, [---] engagements

"@DarioCpx @Starbucks @whiteclaw69 That's the worst country for food delivery pricing Also looks like the outlier city that never sleeps Don't judge inflation by this I see prices dropping at QSRs elsewhere. Scr*w $SBUX - they will be driven out by cheaper competition in [--] yrs (already started)"
X Link 2024-01-20T13:31Z [----] followers, [---] engagements

"@DarioCpx Reminds me of a feeder fund. Also BTC will probably skyrocket disproportionately in the next round of rate cuts/USD debasement"
X Link 2024-01-21T00:02Z [----] followers, [--] engagements

"@DividendTalks This is from their deck - doesn't look like Q4 Revenue came in at 8B seems to have just been in line with the 7.7B expected Stock getting overly punished. Should a slowdown in forward guidance be such a shock $MMM"
X Link 2024-01-23T14:47Z [----] followers, [---] engagements

"3M Co Guidance implies organic rev growth accelerating from -3% in FY [----] to upto 2% positive in FY [--]. Turning point 💫 EPS will also grow from $9.25 (FY 23) - $9.35 - $9.75 in FY [--]. This is in spite of a general slowdown. Stock -9% is overdone $MMM @DividendTalks This is from their deck - doesn't look like Q4 Revenue came in at 8B seems to have just been in line with the 7.7B expected Stock getting overly punished. Should a slowdown in forward guidance be such a shock $MMM https://t.co/MMTlGrXEkS @DividendTalks This is from their deck - doesn't look like Q4 Revenue came in at 8B seems to"
X Link 2024-01-23T15:12Z [----] followers, [---] engagements

"Solid Q4 from $INTC . I for one have been a skeptic because their revenues had been in negative Y/Y growth all year even as they 'surpassed expectations'. In Q4 rev growth turned the corner with a +10%. Together with the semi recovery reads from $TSM etc [----] looks strong"
X Link 2024-01-25T21:12Z [----] followers, [---] engagements

"@ThinkAppraiser Its not just in real estate - look at hedge funds. Most outsize returns are fuelled by leverage. Same for most corporates"
X Link 2024-01-27T13:05Z [----] followers, [---] engagements

"@DarioCpx $NVDA is probably recording "bookings" as revenues. A tech CFO (also semi) once explained to me how they do that and later apply a correction to the revenue line for any delta between the revenues they had forecast (may or may not be bookings) and actual orders shipped"
X Link 2024-01-28T01:05Z [----] followers, 17.8K engagements

"@NemoKimo2 @DarioCpx Depends on circumstances. For an interesting example Google "Satyam scandal riding a tiger""
X Link 2024-01-28T02:29Z [----] followers, [---] engagements

"Funds/ETFs that have destroyed the most wealth over the past [--] yrs includes ARK iShares Vanguard in categories like Bonds China emerging markets international innovation . #Morningstar #ARK"
X Link 2024-01-31T13:10Z [----] followers, [--] engagements

"@SamanthaLaDuc We only know that we need stocks to undergo another correction for all our friends that missed out"
X Link 2024-01-31T20:28Z [----] followers, [--] engagements

"A full 5% points of worldwide ad revenue growth out of [--] %-pts at $META came from mainland China advertisers marketing to US clients on FB"
X Link 2024-02-03T19:13Z [----] followers, [--] engagements

"@PinkProfit @KLaurenceOEF I'm with you Finance Girly . some combined accounts some separate. Jt tax return. (And I am a man) I will never have to cross that bridge again though for better or worse"
X Link 2024-02-04T13:22Z [----] followers, [--] engagements

"@karatademada Crossing the street while looking at your phone was dangerous and Vision Pro an even more immersive experience is ok and safe Baloney Those glasses are probably fake and he's a paid actor 🐂"
X Link 2024-02-04T13:28Z [----] followers, [--] engagements

"@ramahluwalia @oobit @philliplord1 @Dansternc @aeyakovenko @nikichain A word on $UBS results would be helpful since you have been following the stock. In particular what's your take on their $500m loss in SIX group Did this just pop out of the blue Thanks"
X Link 2024-02-06T12:55Z [----] followers, [---] engagements

"@SamanthaLaDuc @philoinvestor And this is why OpenAI can't fail 😂 Its the domino that would take down Big Tech with it. This is why OpenAI's Board action was dramatically reversed"
X Link 2024-02-07T23:40Z [----] followers, [---] engagements

"@SaiRamSays This is bogus politics. [--] cr SRK ke liye kuchhu bhi nahi hai not even 0.5% of his net worth. If he had the option of getting Aryan off with [--] crore without any of the public humuliation he would have"
X Link 2024-02-10T17:17Z [----] followers, [--] engagements

"@rowancheung Taking a jab at the French while promoting $ETSY 😃"
X Link 2024-02-12T12:54Z [----] followers, [--] engagements

"@SamanthaLaDuc @smantel 😂 Fun fact: Beamr ($BMR) has already been collaborating with $NVDA for the past two years (and they still lose 10c / share). They made it look like a fresh partnership"
X Link 2024-02-12T19:05Z [----] followers, [----] engagements

"Did you think Ethernet was a thing of the past "AI at scale needs Ethernet at scale" Arista Networks FY rev growth of 33% with 60%+ gross margins. Net income +50% Meta and MSFT each 10%+ of revs $ANET"
X Link 2024-02-13T14:25Z [----] followers, [---] engagements

"@randomrecruiter Move to Sri Lanka 😁"
X Link 2024-02-15T21:04Z [----] followers, [---] engagements

"@gas_biz @mhp_guy My first ride in that car was an Uber in Hong Kong. That was pre-pandemic"
X Link 2024-02-21T18:27Z [----] followers, [--] engagements

"@JosefMichaels Amazing how you can score 1.1k likes after mis-quoting $NVDA revenue - which should have been full-year revenue not quarterly revenue I'm no fan of all the murky things that lie beneath but $NVDA [----] revenue is $60B 👇 not $18B. At least get the numbers right"
X Link 2024-02-22T02:11Z [----] followers, [---] engagements

"@bindureddy Reddit needs some positive newsflow before their IPO - even if it means screwing up their long term. They're still loss making"
X Link 2024-02-22T21:53Z [----] followers, [---] engagements

"@saxena_puru Nvidia will sell chips to power robots and the servers that control them. OpenAI will provide the models for their behavior And Amazon will fire 80% of workers"
X Link 2024-02-24T20:53Z [----] followers, [---] engagements

"@DarioCpx We've heard this before. Famous Chuck Prince (CEO of Citi) quote in 2007:"
X Link 2024-03-01T00:33Z [----] followers, [--] engagements

"@saxena_puru These algos don't even know what market cap represents. To them prices are just another time series no different than 'electrical signals'"
X Link 2024-03-06T00:04Z [----] followers, [---] engagements

"@mhp_guy Have you read about the card counters that got banned in Las Vegas casinos I wonder if that may happen to you when you are spotted walking in to a small biz 😜"
X Link 2024-03-08T00:58Z [----] followers, [---] engagements

"@TonyNashNerd Astonishing how irreparable this company is $IBM"
X Link 2024-03-12T23:57Z [----] followers, [--] engagements

"@TripleNetInvest How do you even recover $816k per room 😜 $408/night x [----] nights That's [--] yrs at high occupancy - to break even"
X Link 2024-03-21T02:49Z [----] followers, 16.1K engagements

"@SamanthaLaDuc If rates don't come off a quarter of R2K companies will head for distress. Perhaps 10% will go to zero. Fed cutting rates doesn't necessarily mean that small company borrowing costs will come down because their risk premia will expand in a weak economy"
X Link 2024-03-28T04:41Z [----] followers, [--] engagements

"@chutneylife A dentist quoted me $4000 to fix a tooth last year because 'it wouldn't last a day' I flew halfway round the world and got it done for $70 after six months. What goes around comes around"
X Link 2024-04-03T02:13Z [----] followers, [--] engagements

"@DarioCpx Blame weak Q2 revenues on the earthquake . Someone found their excuse"
X Link 2024-04-03T15:19Z [----] followers, [---] engagements

"Lootmasters. Second only to members of the Congress $UNH"
X Link 2024-04-12T01:02Z [----] followers, [---] engagements

"@thomasthedeal @wallstengine NVidia doesn't compete with $ANET in supplying Ethernet 🤣🤣 Any firm that suddenly wakes up one day and realizes that they need to 'adjust' their price target from 300+ to [---] has been smoking you-know-what all along. Rosenblatt 👎"
X Link 2024-04-12T13:35Z [----] followers, [---] engagements

"@wallstengine Any firm that suddenly wakes up one day and realizes that they need to 'adjust' their price target from 300+ to [---] has been smoking you-know-what all along. Rosenblatt 👎 Retail novices - how many more times will you keep losing by listening to Wall St analysts $ANET"
X Link 2024-04-12T13:36Z [----] followers, [---] engagements

"@ramahluwalia @LumidaWealth Jamie implied on the call $JPM stock price doesn't have much upside from here 👇"
X Link 2024-04-12T21:06Z [----] followers, 10.5K engagements

"@famandfire Ditto Hadn't tried China dental though US dental education and insurance costs are passed on to us through dentists' offices. The fact that some of them are private equity rollups makes matters worse. These businesses need to die"
X Link 2024-04-14T02:45Z [----] followers, [--] engagements

"@ItsOverMFs @sahilshahinvest @TripleNetInvest At low enough rents Californian businesses start to move their offices to NYC. Or Goldman Sachs ditches their newfound love with "Dallas" and simply expands within NYC. Don't forget Arabs wanting NYC office. There's a floor on rents - this is NYC not St. Louis or Portland OR"
X Link 2024-04-15T15:34Z [----] followers, [--] engagements

"@Barchart JPY"
X Link 2024-04-16T17:22Z [----] followers, [--] engagements

"@AneeqROfficial @gunsnrosesgirl3 Singapore is the most developed. They actually have some intelligent people there. Dubai is a result of the "you can buy everything" mindset"
X Link 2024-04-16T22:02Z [----] followers, [----] engagements

"@gunsnrosesgirl3 Index fund manager 🤣 there's nothing to manage"
X Link 2024-04-16T22:21Z [----] followers, [--] engagements

"@bqayed @AneeqROfficial @gunsnrosesgirl3 That's the 'you can buy everything mindset' talking. And it shows your ignorance about Singapore 🤣"
X Link 2024-04-17T11:15Z [----] followers, [--] engagements

"@DarioCpx The catalysts was ASML orders -60% q/q (which happen to be lumpy so this is just 'digestion'). But ARM's slide has begun"
X Link 2024-04-17T20:29Z [----] followers, [---] engagements

"High mortgage rates failed to dent Pulte Homes👏 $PHM Q1 revs +10% EPS +22% (ex one-offs) Closed on 11% more homes y/y - count not value hence inflation-free Avg price was actually -1% 💪 . with gross margin +50 bp Cancelations 🔻to 10% from 13% year ago Stk +2.5%"
X Link 2024-04-23T15:18Z [----] followers, [---] engagements

"@ramahluwalia $PHM https://x.com/i_Drohi/status/1782791082276721126 High mortgage rates failed to dent Pulte Homes👏 $PHM Q1 revs +10% EPS +22% (ex one-offs) Closed on 11% more homes y/y - count not value hence inflation-free Avg price was actually -1% 💪 . with gross margin +50 bp Cancelations 🔻to 10% from 13% year ago Stk +2.5% https://t.co/4qWi299mVo https://x.com/i_Drohi/status/1782791082276721126 High mortgage rates failed to dent Pulte Homes👏 $PHM Q1 revs +10% EPS +22% (ex one-offs) Closed on 11% more homes y/y - count not value hence inflation-free Avg price was actually -1% 💪 ."
X Link 2024-04-23T15:18Z [----] followers, [--] engagements

"@JaguarAnalytics They've pushed sales out to the second half. I would be more concerned that their margins have peaked which calls for a de-rating in their lofty multiples. Great story high moat immense backlog might just turn into another Apple stock for a bit $CDNS"
X Link 2024-04-23T20:30Z [----] followers, [--] engagements

"@SamanthaLaDuc And I suppose NVidia will be delivering those carefully-packaged GPUs in Cybertrucks. Classic quid pro quo 😂"
X Link 2024-04-23T22:23Z [----] followers, [---] engagements

"Chipotle solid Q1 numbers Same-store sales +7% Total revs +14% Restaurant oper margin +190 bp EPS +24% People lovin' Chicken Al Pastor $CMG"
X Link 2024-04-24T20:20Z [----] followers, [---] engagements

"Raymond James Financial $RJF after record revenues assets under administration blah blah blah - everything I have trouble understanding how their Capital Markets division (their investment bankers/equity research) can post a $17m loss on $320m in revs. Its not salaries"
X Link 2024-04-25T18:16Z [----] followers, [--] engagements

"$RJF Stock -5%"
X Link 2024-04-25T18:17Z [----] followers, [--] engagements

"@0mgould @famandfire Forget hobbies - Takeout lunch sandwich (no drink/extras): $11.99 + sales tax + tips = $15 You can get that same food in Bali (better quality) for what you paid just in tax + tips"
X Link 2024-04-26T14:12Z [----] followers, [--] engagements

"Google maps thinks the "Best Route" is the one where you drive [--] miles extra (+40% extra distance) to save [--] mins (11% less time) @googlemaps"
X Link 2024-04-27T14:25Z [----] followers, [--] engagements

"@Carnage4Life You get what you pay for $GOOG"
X Link 2024-04-28T09:51Z [----] followers, [---] engagements

"Domino's Pizza defies GLP-1 'appetite-inhibiting' hype and posts US same-store sales +5.6% (ok barely inflation but with 'positive order counts'). Aiming for MORE - cheesiest earnings release I've seen 🤦♂ $DPZ +6% pre-mkt"
X Link 2024-04-29T12:21Z [----] followers, [--] engagements

"@gtrades31 figure out which of you is right on $PCAR revenues"
X Link 2024-04-30T13:29Z [----] followers, [---] engagements

"@ramahluwalia I honestly don't know what kind of a research team @CathieDWood has. Her team never responds to email as if they are blessed with some X-ray vision 😂 $SOFI"
X Link 2024-04-30T14:42Z [----] followers, [---] engagements

"$QCOM - Automotive chips on track to hit $4B in FY [--] (current run rate $2.4B) Stock +4.5% ah"
X Link 2024-05-01T21:17Z [----] followers, [---] engagements

"@HeroDividend Their current menu tastes like low income but is priced like upper middle income. I think this is called a 'product-market misfit' $MCD RIP"
X Link 2024-05-02T03:01Z [----] followers, [--] engagements

"@KobeissiLetter These challenges are structural and won't abate. Starbux is a fading brand with cheaper competitors gaining traction. That's why we got the Indian CEO in the first place - turn around or take the blame 🫡 $SBUX"
X Link 2024-05-02T22:25Z [----] followers, [--] engagements

"@bindureddy Amazon just announced the release of (Amazon) "Q" - an AI environment to execute on complex coding tasks $AMZN"
X Link 2024-05-03T12:54Z [----] followers, [---] engagements

"@bindureddy More on Amazon Q: In "Q Apps" you can ask it in natural language what app to develop on top of your internal company data. Developers are toast $AMZN"
X Link 2024-05-03T12:59Z [----] followers, [--] engagements

"@Neil_X10 Kuka (German robotics leader for 20+ yrs) have been providing robots for industrial uses more complex than this. 3-yr old video below - you can find many others w/ a little research. I hope #Optimus actually moves the ball fwd ( marketing/glitz) https://www.youtube.com/watchv=-ZcrAO6iHx8 https://www.youtube.com/watchv=-ZcrAO6iHx8"
X Link 2024-05-05T16:16Z [----] followers, [--] engagements

"@WallSt_Gossip A bogus bank like Bank of America is not worth dying (or even fighting) for $BAC"
X Link 2024-05-06T13:51Z [----] followers, [---] engagements

"@ramahluwalia This is one helluva twist that hadn't crossed my mind $CMG Add Taco Bell $YUM - would've been up more but crashed after earnings now flat [--] mo"
X Link 2024-05-06T23:45Z [----] followers, [--] engagements

"@TheTranscript_ Very provocative. But I am yet to be convinced that Palantir's ontology adds so much value to corporate data chaos that it is that big. For that matter same goes for LLMs in general. Also wonder why karp and thiel both sold a bunch of shares if this is true $PLTR"
X Link 2024-05-07T09:18Z [----] followers, [---] engagements

"Transdigm Corp Mar qtr (FQ2) revs +21% EBITDA +25% EPS +31% y/y EBITDA margin +200 bp Guidance for FY [----] raised by a couple %-points across sales EPS EBITDA margin. I see room for further upgrades in coming qtrs. Some pft taking today stk -2% $TDG"
X Link 2024-05-07T14:26Z [----] followers, [---] engagements

"@gurgavin You pointed out only the misses and not the beats on Rev & EBITDA. Not very objective Do we care if gross bookings were soft yet they managed to take enough in oper pfts Fewer ride hails is an issue though - jacked up surge prices too far. EPS miss has one-offs $UBER"
X Link 2024-05-08T12:38Z [----] followers, [---] engagements

"Apart from an econ downturn I've observed that a transition to $SAP has been one of the top reasons for an earnings miss Well there are still cos doing this. Here's Lamb Weston supplier of fries to McD etc warning on their SAP transition disruption. 🎬🤦♂ $LW"
X Link 2024-05-10T13:13Z [----] followers, [---] engagements

"@mhp_guy Let's see how low the US unemployment rate really is"
X Link 2024-05-10T16:11Z [----] followers, [----] engagements

"@GW3post @Carnage4Life Intel had a huge ecosystem of PCs notebooks and corresponding loyals of "Intel inside" until [----]. We used to joke that $AMD had been kept alive to fend off "monopoly" labels on Intel. I invested in $ARM in [----] . for my int'l small cap fund What a different 🌏today"
X Link 2024-05-11T01:51Z [----] followers, [---] engagements

"Shreya Ghoshal may be the first name that comes to mind in the 'iconic Bengali musician' category but here are some you may not have thought of: Chitra Singh (Mukherjee before marrying Jagjit-ji) Anoushka Shankar (daughter of Ravi Shankar) Norah Jones (also daughter of Raviji)"
X Link 2024-05-11T13:07Z [----] followers, [---] engagements

"Given the sum of two numbers and their product can you find the two numbers eg x + y = pi xy = [--] x = y = You can guess that often these equations will have no solution and very often they will have two solutions keep reading . thread 1/n"
X Link 2024-05-13T03:35Z [----] followers, [---] engagements

"You could always substitute the first equation (eg y = pi - x) into the second and solve the quadratic equation. But let me show you another method. I will use the following result: (x-y)2 = (x+y)2 - 4xy and substitute x+y = pi xy = [--]. Hence (x-y)2 = pi2 - 4*2 = 9.9-8"
X Link 2024-05-13T03:39Z [----] followers, [--] engagements

"@MebFaber Unethical That's putting it mildly. Illiquid assets that don't even have a market print most of the time should have a vol 2x their public market counterparts. Which genius is buying this"
X Link 2024-05-14T16:58Z [----] followers, [--] engagements

"@geo_walters @Joe_B_dot Price gougers took that argument and ran it right through their menu. Yet Chipotle is a bargain compared to the place next door. I own $CMG"
X Link 2024-05-15T00:17Z [----] followers, [--] engagements

"Methylene chloride after many years of trying has officially been banned in the US as a carcinogen. It is widely used in paint strippers but also in certain processes of decaffeinating your coffee Say no to decaf 😮😮😮 Most uses of dichloromethane or methylene chloride have been banned by the US Environmental Protection Agency due to concerns about cancer and other serious health issues. https://t.co/Ck998So4Pa Most uses of dichloromethane or methylene chloride have been banned by the US Environmental Protection Agency due to concerns about cancer and other serious health issues."
X Link 2024-05-15T17:15Z [----] followers, [---] engagements

"Strong results from Wal-Mart $WMT +6% breaks out Comparable store sales +3.8% growing essentially at inflation driven entirely by more transactions (ie volume) - avg ticket is flat One could argue Walmart is winning volume by holding the line on inflation. Today's 🎯"
X Link 2024-05-16T16:09Z [----] followers, [--] engagements

"@famandfire @MikePoulliott I remember a limo driver in Germany who spent half his time driving limo (for corporate clients) and the other half in Thailand He must've been 65+ and he drove me from Munich to Dusseldorf"
X Link 2024-05-16T22:39Z [----] followers, [--] engagements

"Eric Garcetti - US ambassador to India - with a positive and entertaining take on his first year on the job https://www.youtube.com/watchv=6T_hP0_446I https://www.youtube.com/watchv=6T_hP0_446I"
X Link 2024-05-17T22:38Z [----] followers, [--] engagements

"@selva83 @bindureddy Sadly yes. Using LLMs consistently to solve yesterday's HW problems will ensure that our children become slaves to LLMs in future Add to that ongoing discussion of AGI. Robots will eventually determine that many humans are useless"
X Link 2024-05-18T11:55Z [----] followers, [---] engagements

"@bindureddy I thought you said a few days ago that GPUs are now easily available. I read something similar in some Chinese GPU value chain intermediary's comments. Also did you mean: For computing scale is everything"
X Link 2024-05-19T21:01Z [----] followers, [---] engagements

"@DrBrianKeating @leecronin "Keep dividing light by [--] ." "Tone" "Angles of incidence" "frequency" Let's say he's on something periodically"
X Link 2024-05-21T01:33Z [----] followers, [--] engagements

"@DarioCpx @PiQSuite How could their exports be collapsing even as their production gets cheaper (in US$ RMB) Or did they just end up paying A LOT in JPY to import oil/gas so their trade balance got smoked"
X Link 2024-05-22T01:50Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing