I think society has irrevocably lost the ability to form nuanced thoughts. Life is seldomly black and white, thus opinions should also be tempered and not one sided

I NEED THEM TO MAKE A VACUUM ROBOT NOW.

Thoughts on a tongue fridge?

One of my side hobbies recently is just to cook all of Asia from memory

What my buddy bought when his wife wasn’t looking

I’ve been writing more long form for myself recently. Honestly, it’s a great way to collect and internalize your thoughts A skill i thought i would never use again, but it seems like it is becoming more helpful day by day

it is a mental illness to love construction and industrial companies in high yield environments... but i can't help it

Scenario: the world is ending. Inflation is too high. Yields are too high. War in the middle east. Oil shortage. AI is smart enough to book all these flights, and are now getting trained to contract workflows “I know! I am going to buy $DOCU sign if AI is fake!”

$APLD pretty sure market is upset at how the added revenue is low EBITDA margin

the only people that i know personally named CoCo are Chinese mainlanders

Definitely not an over correction. Toshiba is threatening to bomb the HDD market back to the stone ages of commodity pricing. Straight prisoners dilemma right here. Scenario: HDD Market is growing at 6-9% CAGR to 2031. The smallest 10% player is planning on double their capacity by FY2027. Supply growing faster than demand creates margin compression. When margins get compressed, historically elevated forward multiples will also fall. This doesn't even account for the fact that their might be a capex arms race, and assumes that $STX and $WDC takes this lying down

did i just make money? i got a financing for a car at 99 bps

Exploring industrially zoned buildings feels like a horror movie

800v worth of high voltage?

maybe safety is really in the AI being too dumb

I’ve become the person standing behind the DJ set

we just solved the high yield crisis