If I had to pick I’d say Palantir is the most threatened by a political vibe shift.

dude built a 2 million units/year automotive business, and then leveraged it all into all-in bets on the fourth-ranked chatbot and a robot that will never work... when the AI bubble pops he'll be in the weakest position, without a source of cashflow to fall back on, and then the unwind will begin

The median house is pretty cheap in Charlotte/Baltimore/Dallas, what’s stopping people

Hmmm

If you think the new McCallister family house is preferable to the older one, I have some Alan Watts and Russian novels you can read to help you develop a soul

Defensive and lower beta names and sectors prob have a nice run from here

I’m just as skeptical as the next guy that the revenue shows up to pay for the massive Capex going into data centers but it felt like a known that TPUs would act as a supplement considering how tight supply is for compute…

What is Purdy doing

Absolutely nobody working in any building nearby. The year is over.

My “I’m not Enron” t-shirt is asking a lot of questions answered by my T-shirt

he’s indicted falsely.

A federal judge has dismissed the charges against former FBI director James Comey, ruling that the former Trump attorney who brought the charges was not legally serving as the U.S. attorney.

PUNCHBOWL: “.. GOP members messaged us over the weekend saying that they, too, are considering retiring in the middle of the term. Here’s one particularly exercised senior House Republican: @punchbowlnews.bsky.social

So Dems got the Epstein files released, made it so the GOP was on record as pro starving people and ALSO are getting ACA credits extended. Looks like they killed it www.politico.com/news/2025/11...

Eagles aren’t going to fire Patullo but they should.

Eagles are blocking this kick

The Fed

Reeeed!!! Eagles are dialed

Devonta Smith's ability to stack the DB, then track the ball there, play through contact....what can you say. He's just so freaking good.

A little more play action today from the Eagles which we want to see

Nasdaq P/E has cooled to 27x.. was > 30x just not long ago GS

I think Claude Code has achieved AGI

Gameday voting on which school has the most faculty in the Epstein Files

Just saw an ad where some a local politician in rural VA is asking why the state has so many data centers and still isn’t top 10 in GDP. With a deep southern accent in deep red territory. Vibe shift.

Trying to work today while the kids smash all the buttons on the computer. Luckily markets are closed.

Nano Banana was actually Nuzzi’s nickname for RFK Jr first

Marjorie Taylor Greene says she is resigning from Congress in January

He really is just a coward that backs down immediately.

Q: Just days ago you referred to Trump as a 'despot.' Will you retract? MAMDANI: We're both very clear on our positions & what I really appreciate about the president is our meeting focused not on places of disagreement but shared purpose we have TRUMP: I've been called much worse than a despot

😬

In case you didn’t think markets are just flows and factor rotation now, multiple quality names up 3%+ on no news will disabuse you of that

A big “convex” move down in longer term yields is bullish the 493, not speculative assets and AI

Shitcos being sent to the underworld

Kermit the frog once sang that it’s not easy being green but on big down Nasdaq days like this, it’s not all that bad.

IMO there’s a fairly reasonable and obvious case why HY/IG spreads shouldn’t be at 20 year lows right now

Larry Summers’s co-teacher at Harvard: “We will miss his insights and his wisdom” Student: “NO WE WON’T” dude pretends he doesn’t hear, then intros Tony Blair lmao

Leavitt: Why aren't you talking about what these members of congress are doing to encourage violence…. They're literally saying to 1.3 million active duty service members not to follow lawful orders Reporter: Actually they said illegal orders.

There’s 23 trading days left in the year. ORCL is the only real meaningful company that will report and Fed is staying put. The year is over.

Forget the fake 2% target. The Fed undershot that for a decade. What’s the real risk to upside in inflation from here that makes it so important to prioritize over increasing unemployed and especially long term unemployed? I’ll hang up and listen.

Not really a convincing pop on NVDA tbh

MONETARY MALPRACTICE A great guest contrib from Neil Dutta in today's newsletter, where he calls out the Fed's reluctance to cut rates. You can read the full thing here www.bloomberg.com/news/newslet...

we are returning to the state in which the framers intended for the legislature, in which the lower chamber and the upper chamber absolutely despise one another

Not cut/Hawkish Fed is bullish duration

It’s funny, if the data is bad the chances of a cut are better, but surely the Orange fatso moron doesn’t want bad data released, but he does want rates cut.

Lmao

Altman is clearly using “electrons” as a metonymy to refer to “cheap, reliable electrical power delivery”, in the same sense that someone at an auto dealer saying their car “needs more horses” is asking for a powerful engine rather than a horse-drawn carriage.