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Fair—data brokers sell it. But a $25/mo. paywall creates an audit trail (credit cards, account logs). A free, unauthenticated city spreadsheet gives complete anonymity to anyone pulling a pre-sorted target list of luxury units. A frictionless target list. I don’t like it.

$IQV

Can I download a handy fast list of everyone in your town with a $5M home, with their names and addresses listed? All at once? In a few seconds?

Sure, one by one. But I can't easily peel off a list of "everyone who owns a $5M" home. This wasn't behind a lookup portal. It's a raw bulk dump, pre-sorted. A turnkey, searchable directory of high-profile or wealthy people and their exact living units. See the diff?

It's not that raw data isn't public, but what they've done is assemble an easily searchable list of all higher value homes, and list the owners. That is different that walking into city hall and pulling a deed one-by-one. Names, specific luxury appts, unit numbers, all in a pre-sorted doc.

Paprazzi side hustle mode: Engaged

JFC Mamdani just doxxed the whole city www.nyc.gov/site/finance...

Sure that would be the bear case. Just think it would play out slowly and on the cheapest tools, while the mix keeps shifting to EUV (and inshallah High NA EUV). Potential margin drag over years rather than big hit. High end DRAM moving to EUV is a tailwind.

Upper metal and packaging layers don't run on immersion tools — they run on older scanners Nikon and Canon have always sold. China's had those domestically for a decade and it's barely dented ASML there.

Customers are holding their own cash ransom on this POS too.

Congrats to the Chinese DUV company that reportedly might be able to make some state of the art 28nm lithography machines. Well, state of the art in 16 years ago, but still. $ASML

Idea for an Odyssey 2 movie: Matt Damon's character, Odysseus, has to make his way home, fighting various groups of baggies instead of cyclops, giants, witches, and such. Putting ashore at "$MMTLP Island" or "$BBBYQ Hades" would surely thrill audiences of all ages.

I like how they are angry that Helen Of Troy as a black woman is not "historically accurate" despite, you know, not actually existing and The Odyssey being a work of fiction. It's like arguing of the eye color of the Cyclops.

The Odyssey is really good. Thank you for your attention to this matter.

And the whippings. Plenty of people in North America could use a good whoopin’

“Good system” - Shopify CEO

www.independent.co.uk/news/world/a...

Every day a new low. How is that even possible at this point?