Pythia Capital, No Brainer
@PythiaR
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Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Des Moines, Iowa
Joined June 2019
Hey so if you're gonna have an affair with someone don't go places with them where there are hundreds of thousands of people and cameras.
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RT @TBU12345678: so basic $TSM "invasion" math on normalized EPS:.- cut EPS by call it 60% since 30% of 2nm and below capacity in the US.-….
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RT @Invesquotes: So TSMC basically said the same thing as ASML said yesterday but without flagging 2026 concerns because their lead times a….
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And cue the quarterly retarded takes about $ASML quarterly beats and misses. You guys are pathetic, honestly.
Fouquet: "We expect third-quarter total net sales between €7.4 billion and €7.9 billion, with a gross margin between 50% and 52%. We expect R&D costs of around €1.2 billion and SG&A costs of around €310 million.”.
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Tbh I think this is maybe the most insidious side effect of wokeness: that it’s seen as racist/right wing/wrong to say we need less immigration.
The 12 Month rolling level of permanent and long term arrivals into Australia have been trending up since January and recently hit the highest level since November. Migration is not going back to pre-Covid norms on these numbers.
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I remember one day my ex bf came home and told me about his day. He’d taken care a mom of 3 who was dying of cancer, and then got shit on him cleaning up another patient. And I thought ya I don’t really have a right to complain about anything at work ever. The disrespect.
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Social media is more effective at breaking than therapy is at fixing.
> therapy is invented.> 120 years pass.> everyone's more anxious, neurotic, and depressed than even before. how did this happen?.
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RT @_inpractise: Narrowbody and widebody production rates are at 2017 and 2012 levels yet passenger volumes up ~150% since 2012 https://t.c….
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Met a young college kid for coffee yesterday. He asked me what was going to happen to America given the crazy political situation and spiralling debt. How could it possibly end well? . I said, the thing about America is that from the beginning it was a shitshow. Puritanical.
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Alright so we have until Powell term is up in May 2026. Trump will appoint someone who will cut irresponsibly (though I guess it’ll help the deficit), and we’ll transition from whatever this is now to a real orgy of retardation. Is one way this goes down.
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