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@stretchmikep
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Markets, Politics, Sports, Current Affairs - all opinions are my own - NOT investment advice
The Idiocracy
Joined June 2011
“The problem with the world is that the intelligent people are full of doubts, while the stupid ones are full of confidence.” Charles Bukowski
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CAIR has now scrubbed the full video of this from its Youtube channel. In it, CAIR officials discussed how its 501c3, 501c4, and super PAC arms helped elect candidates in California, and how CAIR pressured a Texas lawmaker to pull an anti-CAIR bill. https://t.co/ucvQ5KNCPG
BREAKING: Who bankrolled @ZohranKMamdani's campaign and the DSA takeover of the Democrats? @lsarsour tells all. Mamdani’s rise was NEVER grassroots, it was bought and paid for by @CAIRNational.
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【DRAM Buyers Rush In as DDR5 Spot Prices Jump 30% Amid Tight Supply】 This week, the spot market has witnessed severe hoarding, with buyers purchasing as soon as they receive quotes, leading to soaring spot prices. This phenomenon is attributed to the persistently tight supply
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ISLAMIFICATION: Muslim Brotherhood leaders explain that after 700 years of failed military attempts to conquer Europe they have “peacefully infiltrated” the west through immigration, explaining that’s how New York & London ended up under Islamic rule.
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The news that Jeff Yass is donating $100 million to @uaustinorg is just great—a reflection not only of his generosity but also of the way our students and faculty convinced him that we are building the university of the future.
wsj.com
CBS News’s editor in chief, Bari Weiss, co-founded the Texas school, which describes its mission as “the fearless pursuit of truth.”
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“The problem with socialism is that you eventually run out of other people's money.” - Margaret Thatcher
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SK hynix Raises HBM4 Supply Price by 50% Agrees with NVIDIA on ~$560 Per Device Confirms Dominant Position in 6th-Gen HBM SK hynix has reportedly raised the price of its 6th-generation High Bandwidth Memory (HBM), HBM4, by more than 50% in its supply contract with NVIDIA, the
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👀 DRAM shortages to persist through 2027?!?! $MU SK Hynix
1) Legacy DRAM maker Winbond President Pei-Ming Chen in today's earnings call: "From a supply–demand perspective, the shortage in DDR5 and legacy DDR4/DDR3 products may persist through 2027."
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Quantum stocks are ⬇️
BREAKING: $RGTI CEO on Yahoo Finance this morning: “Sales don’t matter for us.” “3–5 years for quantum advantage.” “7–9 years for fault-tolerant quantum computers.” The reason the CEO can be honest is he sold all of his shares back in May! Translation: the CEO is openly saying
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👀👀👀 JJ taking accountability?
𝗧𝗥𝗘𝗡𝗗𝗜𝗡𝗚: Cowboys owner Jerry Jones says he wants to win now and has a sense of urgency due to his age. “I’ve made some bad decisions, obviously, being trite. I am supremely responsible for where we are right now. There is no question about that. I accept that. That
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Not going to lie. The election results have severely undermined my faith in a lot of the data that we see in our timelines on X.
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We did this ROIC/IRR/MOIC analysis of the $IREN deal with $MSFT, being as generous to IREN as possible. We used 5-yr life for the GPU’s, with 20% residual value. And only considered the supercluster/acceleration costs for the DC buildout at Childress.
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This ⬇️ exactly…. This was the first day of broad market pain. 💯
Y’all need to chill with the call buying on momentum sh*tcos. This is a 3 year trend that is about to break down..things could get a lot worse for risk assets in the short term before getting better
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Current portfolio exposure: Gross 190% Long 115% Short 75% Net 40% L/S Ratio 1.5%
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Today is set to be the Nasdaq 100 ETF's $QQQ 24th gap down of 1%+ at the open. Its median open to close move on these 1%+ gaps down this year has been +0.6%, with a gain of 1.17% from the open to the following day's close. Will they buy-the-dip again today?
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It might be rough stretch coming up for all the Young Turks and retail investors that are piled into nonprofitable, high multiple, high beta, extended “story” stocks. In a difficult tape, all of these names become the “same stock”. Their factor exposures are all the same.
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👏👏👏
$SHOP | Shopify Q3’25 Earnings Highlights 🔹 Revenue: $2.84B (Est. $2.75B) 🟢 | +32% YoY 🔹 Operating Income: $343M (Est. $311M) 🟢 🔹 GMV: $92.0B (Est. $88.9B) 🟢 | +32% YoY 🔹 MRR: $193M (Est. $195M) 🟡 | +10% YoY Guidance (Q4’25): 🔹 Revenue growth: mid-to-high 20s% YoY 🔹
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@nhutchisontv I’m sorry but this act is getting about as old as him. This fanbase just wants to win we’re tired of this team being run like a business with the eye on the “pie” and that’s it. You know what will really bring in the bucks Jerry a fucking Super Bowl
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Jew hatred is a symptom of a diseased society. Those who do not learn from history are destined to repeat it.
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CONSPIRACY THEORY NO MORE: Stephen Miller: “The Democrat Party, via the Biden-Harris Terrorist Administration devised a scheme to import illegal aliens into the country by the millions — granting them ‘parole,’ which gives them work permits, which gives them Social Security
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