Struggling to stay inoculated in a world of meme stocks, compounder bros, infinite TAM junkies, and Ponzi-coin collectors. Did I mention "Platform Companies"?
Gavin Newsom's Utopia
Joined August 2019
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"Jensen's mistake was he didn't buy either woman and the person who exposed him a Pony to keep them quiet" - Elon
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Alternate theory: "Good work Alice, entrapping that useless cousin of mine and helping bring down NVIDIA". That shipment of 40,000 free AMD GPUs should be passing through Taipei just about now on their way to Beijing" - Lisa
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Bob Grayson retweeted
Handsome Dancer
What a Coincidance 🤣🤣🤣🤣🤣
Funny Slopcore production by @garylau_ai
Bob Grayson retweeted
the first 48 hours of Woke 2 has already produced more humor than the entire decade of Woke 1
Bob Grayson retweeted
Can't wait for the Democratic Senate hearings:
Senator: Mr. Lutnick, why were you on the island?
Lutnick: Same reason you were, Senator.
Senator: My time is up.
Really hoping for a Brewers-Guardians series. If the Guardians don't somehow pull off a miracle, then a Brewers-Rays series. Highlight of 2026 would be Dodgers going down in 4 or 5.
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Damn! I might get my wish. Keep going Guardians. Dodgers will go down in 4 straight. Nothing will be greater than 2 great blue-collar towns battling it out. What will you Hollywood, CA and Hollywood, FLA types do now without the photo ops. What will you do
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Is their no fan base in the U.S. that are bigger sore losers than ChiSox fans? They played way over the heads this year, have been the ChiSux since Frank Thomas retired 20+ years ago. Weeks after they lost to the Guardians, they still can't get over it
xitter.gq/chicolstonszn/status/2…
Are the Guardians the worst potential World Series team of all time?
They played a sub .500 team and a team that is historically not good in the playoffs to get to the WS…. Fruads.
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Isn't it time for you to wonder out on Michigan Ave. and get mugged, or murdered - the one (and only one) thing Chicago is #1 at?
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Bob Grayson retweeted
Oil bear reacts to the latest tanker attacks near the Strait of Hormuz
🤖 Made with AI
No idea why Indiana is ranked where they are in CFP. They have the absolute weakest schedule of any team in the top 10. Three high-school teams, Northwestern and Nebraska. Barely escaped Nebraska and less than one TD over NW. Should be around 9 or 10 in polls, if that
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Bob Grayson retweeted
The Case-Shiller PE averaged 15 for 110 years. It is now 40. No problem, right?
Value Investing will officially return when people remember who this guy was...and will be admiring his portfolio of $JOE and mostly cash.
