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@towellnapkin
"@No1_2_Some1 Two different goals amigo but they both have rocket companies that do launch: Musk wants life multiplanetary Beck wants life on earth improved" @towellnapkin on X 2025-07-15 03:43:30 UTC XXX followers, XXX engagements
"No Lululemon is not Nike and will not recover and will not succeed long term unless they bring some A player from as a CEO. Nike has Elliot Hill in command Vs Lululemon has Calvin MacDonald. It's like Michael Jordan Vs Jordan Clarkson comparison. My money is always on Michael Jordan and Elliot Hill" @towellnapkin on X 2025-07-27 22:17:34 UTC XXX followers, XXX engagements
"SpaceX Boston Scientific etc don't have free food. The food is not offered an expensive markup like restaurants but it's not free either. Free food by 3rd party is an age old way to create bondage to ideology as simple as that and besides if the food is free you are bound to get unhealthy eating it especially if it's heavily processed" @towellnapkin on X 2025-07-27 11:05:48 UTC XXX followers, XX engagements
"@auren You are definitely right. Hence data + insights - delivered to customer inbox as an alert or notification is the way to go. Dataminr Palantir Planet Labs etc are all doing data + insights instead of just pure data play" @towellnapkin on X 2025-07-28 17:18:23 UTC XXX followers, XX engagements
"Oh definitely they did. Rocket lab caused rocket launch companies boom (firefly Astra relativity vector virgin orbit) Planet Labs caused EO companies boom(iceeye capella spire blacksky) Tesla and then fast follow Rivian started Electric car boom (lucid fisker lordstown canoo) You see not all of them made it but there definitely was the leading of the manufacturing boom in United States" @towellnapkin on X 2025-07-27 00:08:05 UTC XXX followers, XXX engagements
"@ashleevance Rivian Rocket Lab Planet Labs AST Spacemobile the list goes on . Hell there are companies (whose rockets launch sideways) that even went as far as building rockets using off the shelf components as if it were a car. Come on Ashlee. You definitely know it better" @towellnapkin on X 2025-07-26 23:52:08 UTC XXX followers, 1350 engagements
"I don't disagree with you but I don't see a strong argument in manufacturing same products as China. If they are willing to trade which seems they are then let's trade products like you know what Nvidia did. We sell them rocket launches satellites cars like Tesla or rivian and we can buy their ships and drones if need be. Everyone is happy and we play by our strengths" @towellnapkin on X 2025-07-27 00:00:27 UTC XXX followers, XXX engagements
"Sorry $CFLT confluent is a short trade Confluent doesn't have a durable moat. Its literally solution built around streaming with kafka which cloud providers (AWS and Azure) can simply give you away as a managed services. No upsell with AI Agents or AI models natively. Your entire business can't be about kafka streaming. Apache Kafka sucks bro. Definitely Long $GTLB gitlab though" @towellnapkin on X 2025-07-18 09:35:37 UTC XXX followers, XX engagements
"That talented and capable folks would rather choose an adult daycare setup with free meals instead of helping society and civilization advanced forward with companies that provide base pay RSUs and bonuses without daycare setup Roblox is not helping advance civilization forward" @towellnapkin on X 2025-07-27 11:11:32 UTC XXX followers, XX engagements
"@ChadSlimeBased You can't have a black swan and predict it. Black swans are unpredictable you can however buy insurance or sell insurance on it happening at any given time" @towellnapkin on X 2025-07-27 22:01:40 UTC XXX followers, X engagements
"That shit makes you obese and fat Y'all need to go work at a real job. Work at work and eat decent healthy meals from home. Whatever happened to not eating processed crap seed oils high fructose syrup infused consumer packaged beverages GMO bread GMO salad veggies Dairy with antibiotics That's right it's free food at a tech company those rules for your good health don't apply there" @towellnapkin on X 2025-07-25 12:09:55 UTC XXX followers, 1907 engagements
"Do you think Americans are stupid sir We have extremely talented people in DoD air force CIA FBI and command and control. To the point where it's extremely hard to sell us junk China can get as advanced in manufacturing as they want but we are the most advanced military in the world for foreseeable future. American Republic is mightiest of all" @towellnapkin on X 2025-07-27 01:20:30 UTC XXX followers, XX engagements
"@GrowthStockGuy @TechInvestor123 $CFLT is definitely a sell @GrowthStockGuy i agree with you on that. But $GTLB is very bullish. Hang on to gitlab patiently and you will be rewarded one way or the other" @towellnapkin on X 2025-07-19 16:56:57 UTC XXX followers, XXX engagements
"United health is gonna crash through 2008 lows and even then it's not investable Members of congress are making retarded investment United Health has crossed the line and their spiked punch bowl party is coming to end. The fat lady sings and the birds are chirping. It's not that Americans are just sick of United healthcare they are sick of all health insurance companies at this point. United healthcare being their poster child" @towellnapkin on X 2025-07-26 12:43:52 UTC XXX followers, XXX engagements
"I agree. My point is : American superiority will be maintained. American immigration system brings very talented and hardworking immigrants. Last XX years have been abomination but the legal pathways fetch best of the best. We need to keep the capitalist economic engine humming. There was some malinvestment in b2b SaaS and Ad tech over past XX years otherwise we have done pretty well making money flow into the right places such as energy commodities manufacturing finance agriculture services to have a balanced economy" @towellnapkin on X 2025-07-27 02:05:08 UTC XXX followers, XX engagements
"I am criticizing the free food offerings at tech companies like Roblox these so called perks encourage unhealthy eating habits consumption of processed foods seed oils high-fructose syrup and GMO products which are linked to obesity and other health issues. Access to free unhealthy food at work is associated with higher BMI and increased risk of chronic diseases" @towellnapkin on X 2025-07-25 17:45:45 UTC XXX followers, XX engagements
"Successful doesn't mean real honest earnest work Roblox is a gaming business for God's sake. All you math computer science and physics wiz folks could go work somewhere else like Boston scientific Medtronic SpaceX Rivian but no you decide to make a quick buck by doing the least tangible work at a gaming company" @towellnapkin on X 2025-07-27 10:55:40 UTC XXX followers, XX engagements
"Open is not carvana of houses. Homes don't flip that fast so carrying risk "open" for that long is just too much. Unless of course you allow people to gamble on flipping homes then on a short term basis this is purely trading houses like cards. But go ahead carry on gambling" @towellnapkin on X 2025-07-20 12:12:47 UTC XXX followers, 1455 engagements