Irony of luxury brands is that some niche brand out there is going to pass price increases on from tarrifs and demand will *increase* and they will realize what product category they are in

Stupid question, is the deepseek dialogue as intense over here?

We cover AI extensively on this podcast with @foolallthetime.bsky.social , but 1 piece of value we focus on that gets less attention nowadays is a deep dive on the severe recession in semis outside of AI twiii.podbean.com/e/special-do...

Exclusive: Bridgewater dismissed 7% of its workforce Monday as the world’s biggest hedge fund seeks to remain lean and maintain the flexibility to hire top talent, according to a person familiar with the matter

Here’s my annual semiconductor outlook www.fabricatedknowledge.com/p/2025-ai-an...

Honest same with anything, I ain’t doing shit till the last possible second

Happy new years!

Fintwit starter pack: @nosunkcosts.bsky.social‬ @keubiko.bsky.social‬ @librariancapital.bsky.social‬ @sparticuszorro.bsky.social‬ ‪@fritzell.bsky.social‬ @lewisenterprises.bsky.social‬ @ellliotb.bsky.social‬ @negativegw.bsky.social‬ @vincentfreeman.bsky.social‬ @colemanrhawkins.bsky.social‬

With Pat Gelsinger out, the base case is that Intel will be scrapped for parts now

Dude health really is wealth :/

I realize I’m old because I’m relating to the quickbooks commercials and shit and I’m like gawd damn stop it

I was watching wicked and I’m like musicals are pretty much cocomelon for adults. Singing / expressions / dance is like max monke cocomelon brain

How do I like, engage here, it’s kinda weird. What’s up blue sky, please I miss my friends. Also TPR is an obvious double from here (lol)

Hey guys, I guess I’m trying this out. Now back to talking about TPR

https://www.fabricatedknowledge.com/p/an-interview-with-tony-pialis-ceo#details Did an interview with Alphawaves (AWE.LN) CEO Tony Pialis - enjoy!

Just so you know we are now a nation that is trying to find a new home. A diaspora, if it’s Bluesky, or whatever, we are a nation of birds looking for a new home 😤

Biggest monument in Kyiv tonight rraaah🇺🇸🦅

Would you like to see my potential long ideas? I have a net net, a shitco that you want to vomit at, and a deal stock that won’t move! *closes my trench coat*

I finally have some ideas, but they are in the worst possible places

Happy fourth bozos, I wish the market was open

i care about exactly two things: farm fresh organic blueberries and big ole tiddies

1000% let’s hold hands and cross the Austrian alps

#FF the king of its so over we are so back

I would guess bsky goes a community at a time, and the one community I care the most abt might be going 😤

This place is approaching critical mass

I feel like I gotta interact with skeeps to rebuild my graph

Are we going to be doing the #ff thing again.

I’m getting more notifs on bsky which really does feel like the flippening

I love this prompt to describe LLMs. "All the text ever written integrated into a model of higher order patterns."

Wot abt me

Which of you are here already? #fintwit I brought @raisingthebar47.bsky.social over which was probably a mistake, going to make the place all depressing.

Okay in interest of posting #semi content I am at a very weird part of the cycle for me. $MU really does look like a canary in terms of hey this shit is still not good, but it looks like spamming the AI button will not work. If i had to guess semis chop this Q

https://www.youtube.com/watch?v=SA_8Pcojq9A&t=324s&ab_channel=Kanine Such a fucking banger set tbh

I literally want a bot that will post my shit here and on twitter - that would be really nice

Truly looks like fintwit made the leap in the last week. Guys welcome this place sucks but somehow competitive advantage comes from sucking less. JFC I am so sick of Elon. Gonna be the best HBS case, how to kill network effects 101. I really want zuck to make a twitter clone at this point

This is so annoying, I don’t want to have to be here but ELON FUCKING SUCKS

GOTTA GOTTA BE DOWN BECAUSE I WANT IT ALL

TOTK is the shit

Bluesky is nice but damn network effects be networking

Is there a desktop app?

ff the best poster I know @alphaholic1.bsky.social

My favorite small fact is that Wallace Steven's day job was an executive in an insurance corporation.

It’s like I’m waiting for a sentencing

I desperately need 100 followers

I have been in a pit of despair, but I am getting better and seeing what I can and cannot control. Forward I guess idk Didn’t mean bsky to be my skeeting sadness but

Driving motorcycles with your boys on a Saturday morning is a based and blessed activity

I am literally in the darkest of the valley of death and am hoping I come out the other side

Oh also in a twist of tmi, all of my stocks I own are down 15-20% including the ones I’ve publicly written about, my relationship is on the rocks, mulecap is hitting bear market lows

I am now posting my way into bsky invites