Helm Hammerhand Appreciator
@helmhammer.bsky.social
There is no escape - we pay for the violence of our ancestors.
Lowe’s outperforming Home Depot could mean the latter’s cooperation with ICE is starting to bite. Might be a re-evaluation of that approach coming soon.
Expectations lower post Depot, but Lowes reassuring. Relatively rare but $LOW out-comped $HD by 30bp & points to positive November comp despite storm hit. While guide lowered modestly, this seems largely expectations management/deal related $XLY $XLF
November 19, 2025 at 1:41 PM
Lowe’s outperforming Home Depot could mean the latter’s cooperation with ICE is starting to bite. Might be a re-evaluation of that approach coming soon.
If this is real, I am selling so much Micron and AMD short that I’m going to lose my fucking house.
November 17, 2025 at 2:43 AM
If this is real, I am selling so much Micron and AMD short that I’m going to lose my fucking house.
@espiers.bsky.social @emilyflitter.bsky.social yeah can’t see anything wrong with this decisions this editorial team is making, 10/10, no way these same people were ignoring Epstein leads
A teenager in Florida with a homeless parent wanted money for braces and ended up having sex for money with powerful men, setting off a chain of events that would have a dramatic impact on her life and help upend the political career of Representative Matt Gaetz. nyti.ms/49PSkL9
November 14, 2025 at 12:07 AM
@espiers.bsky.social @emilyflitter.bsky.social yeah can’t see anything wrong with this decisions this editorial team is making, 10/10, no way these same people were ignoring Epstein leads
Finally a party I can believe in
the future of the democratic party is a coalition of the wokest people on tumblr and absolutely dead-eyed pursuers of the national interest and the maximization of GDP
funny that the two groups in the political class who have been the least enthusiastic about trump term 2 are like neocon blob guys and economists
November 5, 2025 at 1:46 AM
Finally a party I can believe in
Hard to square those practical applications with a 40% data center chip CAGR for the next 3 years predicted by TSM
WSJ tells us that when it comes to models, it’s not about size, it’s about what you do with it 😂
Large Language Models Get All the Hype, but Small Models Do the Real Work
www.wsj.com/tech/ai/larg...
Large Language Models Get All the Hype, but Small Models Do the Real Work
www.wsj.com/tech/ai/larg...
Large Language Models Get All the Hype, but Small Models Do the Real Work
For many tasks in corporate America, it’s not the biggest and smartest AI models, but the smaller, more simplistic ones that are winning the day.
www.wsj.com
October 31, 2025 at 10:36 PM
Hard to square those practical applications with a 40% data center chip CAGR for the next 3 years predicted by TSM
@montanaskeptic.bsky.social in case you were looking for a concrete example of why people were upset by Bari Weiss - this kind of thing is it.
You're not gonna believe this but @cbsnews.com appears to not have a story about some of the largest mass protests in American history anywhere on its main page.
October 18, 2025 at 5:51 PM
@montanaskeptic.bsky.social in case you were looking for a concrete example of why people were upset by Bari Weiss - this kind of thing is it.
Sounds like a lot, but against a cash burn of $1billion/month and growing…
Musk's xAI is raising more financing than planned, bringing its funding round to $20 billion with an equity investment from Nvidia bloom.bg/47l0rNh
📷: Andrey Rudakov/Bloomberg
📷: Andrey Rudakov/Bloomberg
October 8, 2025 at 11:23 AM
Sounds like a lot, but against a cash burn of $1billion/month and growing…
Quick, Ezra “Both Sides” Klein, we need some emergency punditry. Is it still Hillary Clinton’s fault? We need to know! @ezrakleinbot.bsky.social
UPDATE: Hegseth today called up 400 members of the Texas National Guard, with Gov. Abbott's apparent permission, to be deployed "where needed, including in the cities of Portland and Chicago." www.politico.com/news/2025/10...
October 6, 2025 at 10:40 AM
Quick, Ezra “Both Sides” Klein, we need some emergency punditry. Is it still Hillary Clinton’s fault? We need to know! @ezrakleinbot.bsky.social
Is Germany in 1933 not fascist? Not sure you’re making the case you think you are by arguing Trump and his coterie haven’t managed to do a totalitarianism yet
If we were living under fascism, none of you would be here daring to post things. You'd be erasing your social media accounts and keeping your head down; you'd know that peacocking your faux-bravery on a network would expose you to being disappeared.
You have no idea what "fascism" really means.
You have no idea what "fascism" really means.
the regime is zip tying toddlers and ripping them away from their mothers unclothed... calling it fascism upsets this neo-con.
October 6, 2025 at 2:01 AM
Is Germany in 1933 not fascist? Not sure you’re making the case you think you are by arguing Trump and his coterie haven’t managed to do a totalitarianism yet
Reposted by Helm Hammerhand Appreciator
This video of Chicagoans intervening to save a man from being abducted off the streets by ICE is making the rounds on Instagram.
Community action works.
Source: www.instagram.com/reel/DPZL2AL...
Community action works.
Source: www.instagram.com/reel/DPZL2AL...
October 5, 2025 at 5:24 PM
This video of Chicagoans intervening to save a man from being abducted off the streets by ICE is making the rounds on Instagram.
Community action works.
Source: www.instagram.com/reel/DPZL2AL...
Community action works.
Source: www.instagram.com/reel/DPZL2AL...
I think Klein comes off more so as being a character totally out of time, as opposed to just “bad”. When Mitt Romney embodies the Republican Party, Klein et al are fine enough, but for a decade now they have been completely useless at persuasion. More than anything I think Klein should just retire.
Whew. TNC is so patient. I don’t have that level of patience but I am glad he does. Ezra Klein comes off so…badly in that conversation. Yikes.
September 28, 2025 at 6:38 PM
I think Klein comes off more so as being a character totally out of time, as opposed to just “bad”. When Mitt Romney embodies the Republican Party, Klein et al are fine enough, but for a decade now they have been completely useless at persuasion. More than anything I think Klein should just retire.
The stakes are much lower obviously, but this is an important point about trading stocks, or making career choices, or any number of things.
one thing that comes up in clausewitz is how in war the moral (by which he means character) and the intellectual are inseparable. your fears and hopes will drag your intellect around like a dog if you let them. to see clearly through the fog of war and all its phantasms requires moral courage.
September 28, 2025 at 6:34 PM
The stakes are much lower obviously, but this is an important point about trading stocks, or making career choices, or any number of things.
@alsobrooks.senate.gov really need to see some dramatic action from you here. I campaigned for you, but I can’t do so again unless you make this national news. Maryland needs a fighter.
Video below: “I am American. I am American.” A man pleads, “Ayúdame, ayúdame. Help me!”
Meanwhile, an ICE officer pulls a gun on innocent bystanders — in Hyattsville, MD. This is happening in America. Right now.
What are we doing about this? It MUST stop. @SenateDems @HouseDemocrats
Meanwhile, an ICE officer pulls a gun on innocent bystanders — in Hyattsville, MD. This is happening in America. Right now.
What are we doing about this? It MUST stop. @SenateDems @HouseDemocrats
September 26, 2025 at 3:09 PM
@alsobrooks.senate.gov really need to see some dramatic action from you here. I campaigned for you, but I can’t do so again unless you make this national news. Maryland needs a fighter.
I know we’re like beyond such pedestrian/antiquated concerns as “cash flow”, but is $MU going to actually make meaningful profit from this otherworldly one time spike in revenue, or no? 6 billion in capex this Q leaving just $800 million in FCF - on nearly $200b of EV.
youtu.be/04qPdGNA_KM?...
youtu.be/04qPdGNA_KM?...
Tom Waits - "What's He Building?"
YouTube video by Tom Waits
youtu.be
September 24, 2025 at 2:28 AM
I know we’re like beyond such pedestrian/antiquated concerns as “cash flow”, but is $MU going to actually make meaningful profit from this otherworldly one time spike in revenue, or no? 6 billion in capex this Q leaving just $800 million in FCF - on nearly $200b of EV.
youtu.be/04qPdGNA_KM?...
youtu.be/04qPdGNA_KM?...
Reposted by Helm Hammerhand Appreciator
Compton, CA: A masked, heavily-armed man wearing body armor jumped out of a SUV today to kidnap a local resident.
He forgot to put the vehicle in park, causing it to roll down the street damaging other cars. He jumped in the vehicle (which had no platess) and drove off without identifying himself.
He forgot to put the vehicle in park, causing it to roll down the street damaging other cars. He jumped in the vehicle (which had no platess) and drove off without identifying himself.
June 21, 2025 at 3:11 AM
Compton, CA: A masked, heavily-armed man wearing body armor jumped out of a SUV today to kidnap a local resident.
He forgot to put the vehicle in park, causing it to roll down the street damaging other cars. He jumped in the vehicle (which had no platess) and drove off without identifying himself.
He forgot to put the vehicle in park, causing it to roll down the street damaging other cars. He jumped in the vehicle (which had no platess) and drove off without identifying himself.
hundred percent agreement here
explain to me how we cabin bespoke rules for crypto to just crypto & comply with the Administrative Procedure Act. For example if crypto lending doesn’t have to register, why not auto lending? If coinbase can merge a broker with an exchange with a VC with a market maker, why can’t NYSE?
May 26, 2025 at 1:15 AM
hundred percent agreement here
Patriots in control
🚨 The Liberal Party will lead Canada's next government.
CBC just called it; too early to know if it'll be a majority or minority government.
"A stunning reversal," says the CBC: Conservatives led by *huge* margins throughout 2024, but Trump's arrival was a big factor in changing everything.
CBC just called it; too early to know if it'll be a majority or minority government.
"A stunning reversal," says the CBC: Conservatives led by *huge* margins throughout 2024, but Trump's arrival was a big factor in changing everything.
April 29, 2025 at 2:16 AM
Patriots in control
The business world IS the fuckaround industry.
I swear to god people like this will briefly consult a summary of a document they ordered from a predictive text generator and will say they read it, like a complete psychopath. I'm starting to run into them in the business world too, not just the fuckaround industries
April 27, 2025 at 5:11 PM
The business world IS the fuckaround industry.
Now that’s a Senator.
I said my main goal of this trip was to meet with Kilmar. Tonight I had that chance. I have called his wife, Jennifer, to pass along his message of love. I look forward to providing a full update upon my return.
April 18, 2025 at 2:51 AM
Now that’s a Senator.
Reposted by Helm Hammerhand Appreciator
I’m about to board my flight to El Salvador, where I hope to meet with senior government officials to discuss the return of Kilmar Abrego Garcia.
I also hope to see Kilmar and check on his condition — and remind him that we won’t stop fighting until he’s home.
I also hope to see Kilmar and check on his condition — and remind him that we won’t stop fighting until he’s home.
Headed to El Salvador to meet with government officials and discuss return of Kilmar Abrego Garcia
YouTube video by Senator Chris Van Hollen
youtube.com
April 16, 2025 at 10:13 AM
I’m about to board my flight to El Salvador, where I hope to meet with senior government officials to discuss the return of Kilmar Abrego Garcia.
I also hope to see Kilmar and check on his condition — and remind him that we won’t stop fighting until he’s home.
I also hope to see Kilmar and check on his condition — and remind him that we won’t stop fighting until he’s home.
She gets it.
These dips in prices aren't isolated incidents - they're a troubling pattern suggesting Tesla’s pricing power is eroding. These concerns, and the potential impact on our members' retirement portfolios, is why we asked asset managers for further review. www.aft.org/press-releas...
Major Teachers Union Urges Top Asset Managers to Review Investments in Tesla
NEW YORK—Today, AFT President Randi Weingarten sent a letter to the CEOs of the biggest money managers in the country—Blackrock, Vanguard, State Street, T. Rowe Price, Fidelity and TIAA—urging that th...
www.aft.org
April 2, 2025 at 12:48 AM
She gets it.
Reposted by Helm Hammerhand Appreciator
this is the final, inevitable outcome of insurance companies being allowed to dispute and deny claims until people run out of appeals because they're dead. there is no one to call. there is no one to beg. they can call it "staffing issues" and "an unfortunate situation" and people are going to die
March 28, 2025 at 3:28 PM
this is the final, inevitable outcome of insurance companies being allowed to dispute and deny claims until people run out of appeals because they're dead. there is no one to call. there is no one to beg. they can call it "staffing issues" and "an unfortunate situation" and people are going to die
Reposted by Helm Hammerhand Appreciator
I’ve said it before and I’ll say it again but the CEO class are not a bright bunch.
www.wsj.com/business/aut...
www.wsj.com/business/aut...
March 28, 2025 at 2:17 AM
I’ve said it before and I’ll say it again but the CEO class are not a bright bunch.
www.wsj.com/business/aut...
www.wsj.com/business/aut...
@ezrakleinbot.bsky.social seriously?
Flabbergasting how quickly Hanania redeemed his image from Racist Creep With Racist History Still Tweeting Racist Shit as of 2022 to Serious Person Serious People Treat Seriously.
March 22, 2025 at 9:04 PM
@ezrakleinbot.bsky.social seriously?
Reposted by Helm Hammerhand Appreciator
incredibly eye-opening to see which of my ostensible peers have decided to treat hanania like he's anything other than the worst gutter bigot
Flabbergasting how quickly Hanania redeemed his image from Racist Creep With Racist History Still Tweeting Racist Shit as of 2022 to Serious Person Serious People Treat Seriously.
March 22, 2025 at 6:58 PM
incredibly eye-opening to see which of my ostensible peers have decided to treat hanania like he's anything other than the worst gutter bigot