Private Trader - Equity Long/Short
Joined January 2008
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Robert Lee retweeted
Nice try BOFA ,but I do like the $SOX $SOXL chart
Remain constructive on EDA: critical complexity enablers
We flag the market misinterpreting EDA impact $CDNS $SNPS
Kimi K3 mention of "open
source EDA at 45nm". Point is they still need EDA, and without commercial EDA tools
major foundries (TSMC) will likely not make the chip esp not at advanced nodes
Robert Lee retweeted
For the record. This was not unanimous. I was muted on the call and not allowed to speak or voice my opposition to this move. Also for the record, this was not on the agenda. This was not consensus. This is censorship.
I have just been informed that the highly respected Board of the Kennedy Center, some of the most successful people from all parts of the world, have just voted unanimously to rename the Kennedy Center to the Trump-Kennedy Center, because of the unbelievable work President Trump has done over the last year in saving the building. Not only from the standpoint of its reconstruction, but also financially, and its reputation. Congratulations to President Donald J. Trump, and likewise, congratulations to President Kennedy, because this will be a truly great team long into the future! The building will no doubt attain new levels of success and grandeur.
Readers added context they thought people might want to know
The building is statutorily named the John F. Kennedy Center for the Performing Arts.
Congress did not give the board the authority to change the name.
law.cornell.edu/uscode/text/20…
Robert Lee retweeted
Scoop: WaPo saw a 4% increase in subscription starts year to date
After a tough year, the newsroom continues to churn out impressive scoops, including the latest Pete Hegseth boat strike bombshell, even after the national security team was booted from the Pentagon
Robert Lee retweeted
BlackRock CEO Larry Fink has reevaluated some of his earlier, critical statements about cryptocurrencies. "My thought process has evolved," he told @andrewrsorkin at the DealBook Summit.
That's a pivot many people on Wall Street are making these days, embracing a technology they once rejected, @yaffebellany reports. nytimes.com/live/2025/12/03/…
Robert Lee retweeted
IMPORTANT message for everyone using Gmail.
You have been automatically OPTED IN to allow Gmail to access all your private messages & attachments to train AI models.
You have to manually turn off Smart Features in the Setting menu in TWO locations.
Retweet so every is aware.
Robert Lee retweeted
For me, that was maybe the most important and insightful interview about markets and crypto this year
@fundstrat laying out why some software woes (I hate the term 'glitch') may be causing some of this selling in #bitcoin and #crypto
Also said nearing potential bottom in $BTC and $MSTR
Robert Lee retweeted
.@RenMacLLC today: "Close calls probably go to the hawks now – wrongly in my view but it is what it is...
"There is no planet where skipping December can be viewed as dovish. Skipping the meeting means risk management has been achieved and that the Fed is okay with watching and waiting for the economy to fall apart before they are ready to ease again."
Robert Lee retweeted
Bessent tells Maria Bartiromo that the Fed's caution on further rate cuts isn't warranted because inflation isn't going to be a problem:
"The decision to cut rates by 25 basis points, I applaud. But the language that went with it tells me that this Fed is stuck in the past. Their inflation estimates have been terrible so far this year. They keep coming down, inflation keeps coming down and their models are broken. And I'm just not sure what they're thinking here in terms of signaling that they may not want to cut rates at the December meeting. They've got a lot to answer for not only for this year but for many years past, both in their GDP estimates and their inflation estimates, which are consistently wrong. And we're going to find a leader who is going to revamp the entire institution in terms of process and inner workings."
Robert Lee retweeted
Hard to believe this is real. $INTC
Robert Lee retweeted
"If this is how this administration responds to a senator with a question ... you can only imagine what they're doing to farm workers, to cooks, to day laborers."
Sen. Alex Padilla spoke to reporters after being physically removed from DHS Sec. Kristi Noem's press conference in Los Angeles.
Follow live updates: abcnews.link/SR6w7Ct
Robert Lee retweeted
For the backhand brilliance, the artistry, the memories ❤️
Merci Richard 👏
@rolandgarros #rolandgarros #gasquet
Robert Lee retweeted
.@RepJeffries on installing a plaque honoring officers who responded to the violence on January 6,2021: "It's time to honor those heroic officers. It's unconscionable, it's unpatriotic, it's unfathomable, it's unacceptable and it's un-American. You need to honor those officer and treat them with the dignity and respect that they deserve."
Robert Lee retweeted
Must-Read: Nvidia CEO Jensen Huang's Remark on House Foreign Affairs Committee Today:
"But we are at an inflection point; the United States needs to decide if it is going to continue to lead the global development and deployment of AI or if we are going to retreat and retrench. America cannot lead by slowing down. If we step back, others will step in. And the global AI ecosystem will fragment—technologically, economically, and ideologically.
Regardless of how one feels about DeepSeek’s open-source R1 model, it is a clear indication that innovation is moving rapidly around the world, with or without leading U.S. tech. If U.S. platforms are absent, companies will turn to strategic competitors like Huawei to fill the gap. This is why leadership in AI depends not just on what we restrict—but on what we enable.
Ecosystems are essential. It’s not just about who can build the biggest data center or train the most advanced model. The future of AI is in everyday applications. Whoever wins the AI race will be whoever manages to lead in the building and deployment of AI use cases.
One of NVIDIA’s key strengths is our global network of 6 million developers who build on our platforms. If we lose that ecosystem to our competitors, it will be almost impossible to get it back.
As we all saw with Huawei in the telecom space—once someone is invested in a technology and a platform, making the switch is extremely expensive and difficult. Today, the U.S. semiconductor industry is being pushed out of China, the world’s largest market. On May 15th, if the AI Diffusion Rule comes into effect without significant changes, we will be forced to similarly retreat from the rest of the world."
