Peter
@treadingwater1.bsky.social
Maine Retired... Interests: Science, Reading, Investing, Sailing, Love Baseball No DM
One way to avoid the Thanksgiving pigout is to schedule a colonoscopy on Friday the day after Thanksgiving.
For many Americans taking a weight-loss drug, Thanksgiving presents a conundrum: Take the weekly dose that staves off hunger, or push it off so they can feast?
How GLP-1 users approach Thanksgiving feasts: on.wsj.com/4ruyKL9
How GLP-1 users approach Thanksgiving feasts: on.wsj.com/4ruyKL9
November 27, 2025 at 4:20 PM
One way to avoid the Thanksgiving pigout is to schedule a colonoscopy on Friday the day after Thanksgiving.
Comey has the winners smile.
Comey stated that "a message has to be sent that the president of the United States cannot use the Department of Justice to target his political enemies.” If only that were so. Trump's assault on the rule of law is not over.
New from @kimwehle.bsky.social: lnk.thebulwark.com/4pzNqa3
New from @kimwehle.bsky.social: lnk.thebulwark.com/4pzNqa3
An Ignominious End to a Lawless Prosecution
The collapse of the malicious, incompetent case against James Comey.
lnk.thebulwark.com
November 25, 2025 at 3:29 PM
Comey has the winners smile.
Well this clears that up. I don't think NVDA is Enron, but Cisco, that is another story.
Nvidia, $NVDA, has said it is "not Enron."
November 25, 2025 at 3:25 PM
Well this clears that up. I don't think NVDA is Enron, but Cisco, that is another story.
Oh please, let's get another guy on CNBC, anybody at some strip club will be better.
November 25, 2025 at 3:20 PM
Oh please, let's get another guy on CNBC, anybody at some strip club will be better.
Things you may see on your way to a recession.
November 25, 2025 at 3:11 PM
Things you may see on your way to a recession.
This is not a good thing, for those new to the investment game. Maybe To Lee can explain this.
U.S CB CONSUMER CONFIDENCE (NOV) ACTUAL: 88.7 VS 94.6 PREVIOUS; EST 93.3
November 25, 2025 at 3:08 PM
This is not a good thing, for those new to the investment game. Maybe To Lee can explain this.
What GOOGL has done with Gemini 3 upsets the whole applecart. It reshapes the investment landscape for AI. Dan Ives and Jim Cramer, you all have problems with your views.
November 25, 2025 at 12:32 PM
What GOOGL has done with Gemini 3 upsets the whole applecart. It reshapes the investment landscape for AI. Dan Ives and Jim Cramer, you all have problems with your views.
The AI architecture of Open AI and NVDA is a very inefficient system for solving real world problems. It requires more energy, cooling, system memory, etc. It is very expensive. GOOGL's TPU, with ASICS will work well for a large % of AI applications. So less MU, VRT, CRDO, etc. Not just 2nd deriv.
GOLDMAN DESK, on hyperscaler capex:
“.. deceleration in the second derivative is partly what seems to be in the air right now. .. I still don’t want to fight the flow of capital .. but I’m lowering my expectations for how much this will excite the market on a going forward basis.” [Pasquariello]
“.. deceleration in the second derivative is partly what seems to be in the air right now. .. I still don’t want to fight the flow of capital .. but I’m lowering my expectations for how much this will excite the market on a going forward basis.” [Pasquariello]
November 25, 2025 at 12:08 PM
The AI architecture of Open AI and NVDA is a very inefficient system for solving real world problems. It requires more energy, cooling, system memory, etc. It is very expensive. GOOGL's TPU, with ASICS will work well for a large % of AI applications. So less MU, VRT, CRDO, etc. Not just 2nd deriv.
I have no hope that that this administration will accomplish anything noteworthy that doesn't t fck things up.
"It’s the proverbial Winston Churchill line about Kremlin politics as a 'bulldog fight under a rug'—only now with Jared Kushner under there, holding a leash." @cathyyoung63.bsky.social on the Ukraine "peace plan": www.thebulwark.com/p/on-illegal...
On Illegal War and Immoral Peace
Why we should be dubious of both the coming actions in Venezuela and the ‘peace’ proposal for Ukraine.
www.thebulwark.com
November 25, 2025 at 2:07 AM
I have no hope that that this administration will accomplish anything noteworthy that doesn't t fck things up.
NVDA AI et al. It is really clear, that CNBC Jim Cramer has no clue what he is talking about in AI. AI is serious computing architecture, and not something for children to discuss, but rather best left to adults.
November 25, 2025 at 2:01 AM
NVDA AI et al. It is really clear, that CNBC Jim Cramer has no clue what he is talking about in AI. AI is serious computing architecture, and not something for children to discuss, but rather best left to adults.
Unlikely that little Ole Mikey Johnson will be house speaker in January.
November 25, 2025 at 1:57 AM
Unlikely that little Ole Mikey Johnson will be house speaker in January.
This is socially destructive.
Good fucking riddance to Character AI for kids: www.wsj.com/tech/ai/char...
Teens Are Saying Tearful Goodbyes to Their AI Companions
Chatbot maker Character.AI is cutting off access, citing mental-health concerns.
www.wsj.com
November 25, 2025 at 1:49 AM
This is socially destructive.
No individual should serve a 2 year term to be a potted plant.
I say this as a former Member of Congress - it’s wrong for Members to resign before their term is up. When you run for the House & ask people for their vote, you are committing to serving a 2yr term, to representing your constituents for 2yrs. That means you serve that full term.
November 25, 2025 at 1:35 AM
No individual should serve a 2 year term to be a potted plant.
This is what consumer confidence is doing.
November 25, 2025 at 1:33 AM
This is what consumer confidence is doing.
This is a sad story.
Ten years ago, the WSJ’s retirement columnist, Glenn Ruffenach, retired. He had it all worked out. Then life threw him a curveball.
“I can’t help but wonder about what might have been.”
🔗: on.wsj.com/43NAx3A
“I can’t help but wonder about what might have been.”
🔗: on.wsj.com/43NAx3A
November 24, 2025 at 11:17 PM
This is a sad story.
This should send shivers down the back of NVDA shareholders.
META PLATFORMS IS EXPLORING BILLIONS IN SPENDING ON GOOGLE TPUs, INCLUDING FOR ITS OWN DATA CENTERS — THE INFORMATION
November 24, 2025 at 11:15 PM
This should send shivers down the back of NVDA shareholders.
Is there any long term competitive advantage in AI?
MICROSOFT UNVEILS FARA 7B, ITS FIRST AGENTIC SMALL LANGUAGE MODEL BUILT FOR COMPUTER USE
November 24, 2025 at 6:10 PM
Is there any long term competitive advantage in AI?
Investment futures are up .65%.
November 23, 2025 at 11:02 PM
Investment futures are up .65%.
Who cares, How many people are going to golf at Joint Base Andrews?
November 23, 2025 at 6:34 PM
Who cares, How many people are going to golf at Joint Base Andrews?
$CRWV was built to fail. It is like having a large garbage dump, next to a clean city.
November 23, 2025 at 6:27 PM
$CRWV was built to fail. It is like having a large garbage dump, next to a clean city.
The AI trade requires hope for non $NVDA profits in terms of solutions that help companies. Just saying you generate 1 gwatt computing power is worthless over the long term. Steel mills may be more profitable.
Wall Street mistakenly thought blowout earnings from Nvidia would calm investors’ nerves about a bubble forming in AI stocks. So where does the AI trade stand now? As with all complex questions, it depends who you ask
Nvidia Didn’t Save the Market. What’s Next for the AI Trade?
Wall Street thought blowout earnings from Nvidia Corp. would calm investors’ nerves about a bubble forming in artificial intelligence stocks. They didn’t.
bloom.bg
November 23, 2025 at 6:15 PM
The AI trade requires hope for non $NVDA profits in terms of solutions that help companies. Just saying you generate 1 gwatt computing power is worthless over the long term. Steel mills may be more profitable.
This guy is upset by the polls, his health care plan on fire, the Epstein files, and the fact he is a lame duck. So let's change the narrative.
I agree. Try Senile Satan, the piggy, at The Hague, then at a military tribunal.
November 21, 2025 at 12:14 AM
This guy is upset by the polls, his health care plan on fire, the Epstein files, and the fact he is a lame duck. So let's change the narrative.
Jimmy reads the tape, he does not know the future, hw only knows today's prices.
Be selective when picking retail stocks in this economic environment, Jim Cramer says
Be selective when picking retail stocks in this economic environment, Jim Cramer says
CNBC's Jim Cramer reviewed earnings this week from Home Depot, Lowe's, TJX, Target and Walmart.
cnb.cx
November 20, 2025 at 11:57 PM
Jimmy reads the tape, he does not know the future, hw only knows today's prices.
This guy is mentally ill.
The Trump administration has revised a website to contradict the scientific consensus that vaccines do not cause autism.
CDC website is changed to raise suspicions of a vaccines-autism link
The Trump administration has revised a website to contradict the scientific consensus that vaccines do not cause autism.
bit.ly
November 20, 2025 at 11:15 PM
This guy is mentally ill.
There is something wrong with him, the Sunday political shows will be lit.
Gavin #Newsom: “The President of the United States of America just called for the death of Democratic lawmakers—
This man is sick in the head.”
This man is sick in the head.”
November 20, 2025 at 11:03 PM
There is something wrong with him, the Sunday political shows will be lit.