Adam Levine
@notthatadamlevine.bsky.social
Barron’s Tech Senior Writer. I am also sometimes wrong. Please do not take investment advice from my cats. Stanning Costco since 1990.
Signal: adam_levine.99
Likes are bookmarks; repost is not an endorsement
https://www.barrons.com/authors/adam-levine
Signal: adam_levine.99
Likes are bookmarks; repost is not an endorsement
https://www.barrons.com/authors/adam-levine
Pinned
You are not required to have an opinion about everything
It’s called the iPhone Pocket
November 11, 2025 at 1:16 PM
It’s called the iPhone Pocket
LeCun is finally leaving Meta after being sidelined since June. Zuck couldn’t have been clearer that there was no place at Meta for him anymore.
www.ft.com/content/c586...
www.ft.com/content/c586...
Meta chief AI scientist Yann LeCun plans to exit and launch own start-up
Turing Award winner seeks to depart as Mark Zuckerberg makes ‘superintelligence’ push
www.ft.com
November 11, 2025 at 1:14 PM
LeCun is finally leaving Meta after being sidelined since June. Zuck couldn’t have been clearer that there was no place at Meta for him anymore.
www.ft.com/content/c586...
www.ft.com/content/c586...
This all goes straight to OpenAI
www.cnbc.com/2025/11/11/s...
www.cnbc.com/2025/11/11/s...
SoftBank sells its entire stake in Nvidia for $5.83 billion
SoftBank is looking to capitalize on its "all in" bet on ChatGPT maker OpenAI.
www.cnbc.com
November 11, 2025 at 1:12 PM
This all goes straight to OpenAI
www.cnbc.com/2025/11/11/s...
www.cnbc.com/2025/11/11/s...
Nvidia A100 GPUs from 2020 are still in use. A 5-6 year depreciation schedule is correct, not 2-3 years.
BURRY won’t let up — now arguing that Oracle and Meta are overstating earnings by understating depreciation:
“.. By 2028, $ORCL will overstate earnings 26.9%, $META by 20.8%, etc.”
“.. By 2028, $ORCL will overstate earnings 26.9%, $META by 20.8%, etc.”
November 11, 2025 at 12:33 AM
Nvidia A100 GPUs from 2020 are still in use. A 5-6 year depreciation schedule is correct, not 2-3 years.
Fun facts:
69% of sales went to depreciation and interest payments
$18.7b in debt and lease liabilities
$1.6b free cash loss
If they're gonna to hit their 2025 capex guidance, they're looking at ~$12b in new debt in Q4.
My favorite TV show. It’s like watching someone tightrope over a canyon.
69% of sales went to depreciation and interest payments
$18.7b in debt and lease liabilities
$1.6b free cash loss
If they're gonna to hit their 2025 capex guidance, they're looking at ~$12b in new debt in Q4.
My favorite TV show. It’s like watching someone tightrope over a canyon.
CoreWeave’s revenue, adj operating income, adj net income, and adj EPS results for Q3 beat analyst’s estimate. $CRWV sherwood.news/markets/core...
CoreWeave reports better sales and operating income than any analyst anticipated; revenue backlog swells above $55 billion
The neocloud just reported Q3 results....
sherwood.news
November 10, 2025 at 10:28 PM
Fun facts:
69% of sales went to depreciation and interest payments
$18.7b in debt and lease liabilities
$1.6b free cash loss
If they're gonna to hit their 2025 capex guidance, they're looking at ~$12b in new debt in Q4.
My favorite TV show. It’s like watching someone tightrope over a canyon.
69% of sales went to depreciation and interest payments
$18.7b in debt and lease liabilities
$1.6b free cash loss
If they're gonna to hit their 2025 capex guidance, they're looking at ~$12b in new debt in Q4.
My favorite TV show. It’s like watching someone tightrope over a canyon.
Reposted by Adam Levine
Cowards die many times before their deaths,
The valiant never taste of death but once.
The valiant never taste of death but once.
November 10, 2025 at 2:28 AM
Cowards die many times before their deaths,
The valiant never taste of death but once.
The valiant never taste of death but once.
Yessssssssssss
November 9, 2025 at 6:40 PM
Yessssssssssss
Costco ibirico season is upon us
November 8, 2025 at 6:27 PM
Costco ibirico season is upon us
Reposted by Adam Levine
Houston, we have a problem
November 8, 2025 at 2:52 PM
Houston, we have a problem
Reposted by Adam Levine
i hear this is an app for talking about sports
so I wanted to let you guys know about my new newsletter and YouTube channel where we can talk about sports
so I wanted to let you guys know about my new newsletter and YouTube channel where we can talk about sports
A major announcement (!)
Get ready for more newsletters and more videos from Rodger. Welcome to Sports!
rodgersherman.substack.com
November 7, 2025 at 1:43 PM
i hear this is an app for talking about sports
so I wanted to let you guys know about my new newsletter and YouTube channel where we can talk about sports
so I wanted to let you guys know about my new newsletter and YouTube channel where we can talk about sports
It’s not a trillion dollars in cash.
November 6, 2025 at 11:39 PM
It’s not a trillion dollars in cash.
Reposted by Adam Levine
“.. the number of accounts shifting into serious delinquency—more than 90 days past due—ticked up to 5.33% .. with pretty much all types of debt showing a rise last quarter ..”
@barrons.com #NYFed
www.barrons.com/articles/fed...
@barrons.com #NYFed
www.barrons.com/articles/fed...
November 5, 2025 at 4:05 PM
“.. the number of accounts shifting into serious delinquency—more than 90 days past due—ticked up to 5.33% .. with pretty much all types of debt showing a rise last quarter ..”
@barrons.com #NYFed
www.barrons.com/articles/fed...
@barrons.com #NYFed
www.barrons.com/articles/fed...
Your friendly monthly reminder that ADP is bullshit.
As you were.
As you were.
November 5, 2025 at 1:24 PM
Your friendly monthly reminder that ADP is bullshit.
As you were.
As you were.
How did we lose The Space Wings Race? Just embarrassing.
Chinese astronauts become the first to grill wings in space, paving the way for future uncstronauts
November 4, 2025 at 11:19 PM
How did we lose The Space Wings Race? Just embarrassing.
My name is Ozymandias, king of kings. Look on my works, which are under threat by Google AI Overviews, and I am likely to have trunkless legs and a shattered visage before long.
my name is ozymandias, king of kings. look on my works, which are a snapshot and not a prediction, and which have a margin of sampling error of plus or minus 3 percentage points for the full sample
for more on the methodology of my work please see [link obstructed by lone and level sands]
for more on the methodology of my work please see [link obstructed by lone and level sands]
My name is Ozymandias, King of Kings. Look on my works and your call is very important to us. It will be responded to in the order in which it was received. Due to higher than normal call volumes your wait time may be longer than usual. Our menu options have recently changed please stay on the line.
November 3, 2025 at 10:20 PM
My name is Ozymandias, king of kings. Look on my works, which are under threat by Google AI Overviews, and I am likely to have trunkless legs and a shattered visage before long.
I regret to inform you that AI slop has hit the Barron’s comments section
November 3, 2025 at 9:48 PM
I regret to inform you that AI slop has hit the Barron’s comments section
How your email finds me.
November 3, 2025 at 7:55 PM
How your email finds me.
OpenAI’s total long-term commitments are around $1.3 trillion-with-a-T.
They do not have $1.3 trillion
They do not have $1.3 trillion
OpenAI has committed to buying billions of dollars worth of compute from AWS—the latest in a string of major deals brokered by the AI startup. www.wired.com/story/openai...
OpenAI Signs $38 Billion Deal With Amazon
OpenAI has committed to buying billions of dollars worth of compute from AWS—the latest in a string of major deals brokered by the AI startup.
www.wired.com
November 3, 2025 at 7:21 PM
OpenAI’s total long-term commitments are around $1.3 trillion-with-a-T.
They do not have $1.3 trillion
They do not have $1.3 trillion
A movie you’ve seen more than seven times with a gif
November 3, 2025 at 5:07 PM
A movie you’ve seen more than seven times with a gif
The Luke Wilson AT&T commercial is a new kind of stupid.
November 3, 2025 at 2:00 AM
The Luke Wilson AT&T commercial is a new kind of stupid.
Reposted by Adam Levine
Build the entire plane out of Yamamoto.
November 2, 2025 at 4:22 AM
Build the entire plane out of Yamamoto.
Reposted by Adam Levine
Costume mascot in a costume is always impressive
November 1, 2025 at 9:26 PM
Costume mascot in a costume is always impressive