Bayesian Lad (@bayesian_lad) profile picture

I tweet about valuations, stocks, and occasionally Bayesian stats

Joined March 2018
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Bayesian Lad retweeted
NEW: Fidelity lowers the minimum account requirement for the SpaceX IPO from as high as $500,000 to just $2,000.
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Bayesian Lad retweeted
$TE Update: Shiny Façade, Murky Interior On the surface, the earnings were everything an investor could ask for: improved gross margins, positive earnings from cont operations, positive adjusted EBITDA, and G2 timeline is on track (1/20) xitter.cf/bayesian_lad/status/20…
$TE: Red Flag Parade, or Market Overreaction? T1 reported earnings last week, and investors swiftly applied a haircut to the share price. IMO this was a sell first-ask questions later situation. Now that we’re out of the immediate aftermath, let’s take a deeper look (1/20)
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Bayesian Lad retweeted
Replying to @ryangrim
you can clearly see the ice agent pull out his own gun and kill the American .
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Bayesian Lad retweeted
it does blow my mind on a daily basis how such simple choices can lead you onto a completely different life trajectory. keeping an alarm clock in the bathroom can have such a ripple effect that you lead a different life. crazy when you think about it. Parallel universe theory is real
One to think about
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Astrology girls are going to be so obsessed once they learn that solar cells are literally crystals that harness cosmic energy.
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It is appalling how little coverage the shootings at the CDC received. A government agency was attacked with over 180 rounds of gunfire and David Rose, a responding police officer, was killed in the line of duty. Vaccine disinformation and hostility against science have escalated to deadly violence — a threat not just to institutions, but to all of us. Dr. @celinegounder's reflections are essential reading for anyone concerned about the consequences of disinformation and the silence that often follows these tragedies: nytimes.com/2025/08/11/opini…
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Added a little $FSLR but bought a put on $ENPH. I tend to buy puts at the bottom, so take that as you will. I don't think solar's prospects are as bad as the market believes, but I'm in the wrong until I'm in the right
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30,000 employees will likely be laid off next week when Yellow, the 3rd largest trucking company in the US, shutters its doors after nearly 100 years. RIP Yellow, Roadway, USF, NewPenn
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This is one of the best pieces I’ve read in a decade. Why are we tearing ourselves apart? Hint: social media (and yes, I get the irony of sharing on this platform). Fixing this seems core to solving a lot of our shared problems. theatlantic.com/magazine/arc…
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A video from Boston Dynamics shows its 5-ft-tall, 190-lb humanoid robot Atlas running, doing flips, and leaping over obstacles. The Atlas Team uses parkour to get the robot to develop the same motion and flexibility as a human.
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Bayesian Lad retweeted
According to a study, gender equality in the workplace could add $4.3 trillion to the U.S. economy by 2025.
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