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Профиль

Lou Mannheim

Профиль Vively

CIO of the cookie cabinet. Not Jon Hamm. Wants to be Lou Mannheim. Probably needs coffee.

I'm shocked. Just shocked.

0110

Yeah, DSA in the Midwest is very different than DSA in NYC. Sounds like a stretch to me. (But what do I know. I never wouldve predicted half the stuff that happened in the last 10 yrs.)

100

Agreed. But it doesnt matter. She's gonna get torched.

100

"Today or tomorrow the stait will be open." Sure, why not

050

haha! Prayers up! ... Such a wacky chart. It's like a small cap bank swinging all over the place.

020

tesla is typically cash flow positive. (last quarter aside.) and they have a lot of cash on the b/s. i think that's one of the reasons to do the deal. spcx needs that cash.

010

LOL. This is an insiders joke. And I'm here for it!

010
000

He's a politician at heart. He's not that crazy

130

Haha! That's the key question. Here's a fun fact for you: The four largest hyperscalers have a $2trn rev backlog. And HALF of that is from OpenAI and Anthropic. Both of which are still unprofitable.

110

For instance, here is $LRCX. Below are their consensus sales estimates from the past year. (One of the best metrics that L/S hedge funds look at.) But ALL these charts look like this.

040

Bluff bluff bluffity bluff bluff

010

Yeah. Just a sarcastic comment about a series of horrible situations.

010

I wonder if there's a Polymarket bet for which war lasts the longest. Gaza, Ukraine, or Iran.

110

Haha! The comment is so true. Their explanations for why they wanted to raise (even with just a few sentences) are more substantive than anything Warsh said in the whole press conference.

051

Great chart! Thank you

010

How far back does your chart go? Even in '08, it broke 3% for only a minute. When was the last time, the real 30yr was above 3% sustainably?

130

dont forget the lettuce virus!

1110
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