Every square inch of Ho Chi Minh airport is blanketed in the same advertisement with a phone number that says "call this number to advertise here"—literally hundreds of ads. The phone number goes to some poor guy in a noisy kitchen who has no idea what this is about. And now I

Julia Morgan, Class of 1894, was born January 20, 1872. The first woman licensed architect in California, the only woman in her Cal civil engineering class & the first woman admitted to the École des Beaux-Arts in Paris, she is most famous as the architect of Hearst Castle.

$META is nearing a sub 20 forward P/E. That is all.

Thinking about how, in Infinite Jest, the VHS tape that permanently fries your brain’s pleasure centers is described as depicting a beautiful woman, bent over the camera in the way one bends over a child’s crib, whispering repeated phrases

@ZohranKMamdani brother: A samosa used to cost $0.50 back in 1984 too. Now it costs $4-7 depending on where you are. Are you out there accusing samosawalaas of theft too? Get a grip.

Today, our 1 bedroom rent stabilized apartment in Astoria costs us $2000/month. In 1984, this same apartment cost $290.60/month. What is this, if not theft?

WOW IT’S ALMOST LIKE SOMEONE INVENTED A ROBOT THAT CAN WRITE COMPUTER CODE FOR YOU HAPPENED.

Korean media reported that big tech companies from the US are staying long-term in hotels around Pangyo and Pyeongtaek, desperately "begging" Samsung and SK Hynix for DRAM allocations. The situation is reportedly so dire that industry insiders are even calling them "DRAM

A heck of a chart: in every single one of the 10 major US cities that built the most housing between 2017 and 2023, rents for older, existing units fell—often by quite a bit.

Tl, dr: City of Mountain View charges developers $360k/unit for the privilege of building townhomes.

seeing some law firms charging startups $20k+ for incorporation, a SAFE plus a few side letters. this is insane and frankly disgusting. a SAFE is a template with three fields you change for your company. side letters are largely template. it costs $400 to incorporate.

If you want something to dip for a better entry, just buy an initial position. It’ll magically come down because you’re in it. Works about 70% of the time.

I keep turning my phone on and off again. Something is broken and it and I can’t fix it. Why is $AMZN green? Is this happening for anyone else?

@PolymarketMoney $TSLA vertically integrated to control the pace of EV adoption. $GOOGL is vertically integrating to control the pace of AI deployment.

I care a lot about quality of life for the elderly. Unsupervised self-driving is a huge step toward helping the elderly to live independently in-home for longer. It is a sin to black pill. These are exciting times.

The best financial advice is rarely exciting. That’s why most people ignore it. And why the people who follow it quietly win.

Goldman: We expect earnings growth for the seven largest stocks will account for 6 pp of the total 12% S&P 500 earnings growth in 2026. In other words, firms accounting for 1% of S&P 500 constituents and 36% of market cap will account for 46% of index earnings growth next year.

you can blackpill any techno-optimist by showing them youtube shorts on a new account with age set to 12. after short four their eyes lose color and their smile fades. by short ten they ask if you’ve read any ted kaczynski. do not let them reach short fifteen

NTM P/E Multiples: $WMT: 40.0x $AMZN: 30.5x $NVDA: 25.9x But yes, $NVDA and $AMZN and overvalued.

For years now, we’ve heard how bad and tragic Midwest deindustrialization is, and now big companies are making huge physical capital investments in the region and people still aren’t happy.