Ravi
@ravi711.bsky.social
Ramblings of a dot com and GFC survivor.
Investor in mostly EVs/AI and mobile
Investor in mostly EVs/AI and mobile
From a Tribune article on the stadium.
Turns out there is at least one decent owner in sports.
Turns out there is at least one decent owner in sports.
June 3, 2025 at 10:58 AM
From a Tribune article on the stadium.
Turns out there is at least one decent owner in sports.
Turns out there is at least one decent owner in sports.
This is the best picture I’ve seen of the combined impact.
Wont see much of an impact until ‘27 and this assumes that the new tax cuts don’t become permanent.
x.com/donfschneide...
Wont see much of an impact until ‘27 and this assumes that the new tax cuts don’t become permanent.
x.com/donfschneide...
May 24, 2025 at 7:01 PM
This is the best picture I’ve seen of the combined impact.
Wont see much of an impact until ‘27 and this assumes that the new tax cuts don’t become permanent.
x.com/donfschneide...
Wont see much of an impact until ‘27 and this assumes that the new tax cuts don’t become permanent.
x.com/donfschneide...
Obvious Shirts is awesome.
May 8, 2025 at 8:48 PM
Obvious Shirts is awesome.
India is supposed to be the first trade deal.
The Indian press is reporting that the next round of negotations will be in-person at the end of May.
The Indian press is reporting that the next round of negotations will be in-person at the end of May.
April 29, 2025 at 1:40 PM
India is supposed to be the first trade deal.
The Indian press is reporting that the next round of negotations will be in-person at the end of May.
The Indian press is reporting that the next round of negotations will be in-person at the end of May.
Births peaked in 2007. It will get easier going forward.
April 1, 2025 at 12:48 PM
Births peaked in 2007. It will get easier going forward.
They screwed up their one job.
March 31, 2025 at 11:59 AM
They screwed up their one job.
Waymo posted new safety data.
50m miles and counting.
50m miles and counting.
March 19, 2025 at 5:45 PM
Waymo posted new safety data.
50m miles and counting.
50m miles and counting.
Trump was explicit back then that tariffs would be utilized to force fairer trade terms.
Here was his 7pt plan from a June 2016 economic speech.
It sounds much different than how he talks about tariffs today.
Here was his 7pt plan from a June 2016 economic speech.
It sounds much different than how he talks about tariffs today.
March 16, 2025 at 5:19 PM
Trump was explicit back then that tariffs would be utilized to force fairer trade terms.
Here was his 7pt plan from a June 2016 economic speech.
It sounds much different than how he talks about tariffs today.
Here was his 7pt plan from a June 2016 economic speech.
It sounds much different than how he talks about tariffs today.
I see May-June on their German website.
March 6, 2025 at 1:22 PM
I see May-June on their German website.
AI used to design mmWave circuits.
It came up with some positively bizarre designs. RF design has always been considered black magic within EE. It would be amazing if AI led to greater efficiency/performance.
engineering.princeton.edu/news/2025/01...
It came up with some positively bizarre designs. RF design has always been considered black magic within EE. It would be amazing if AI led to greater efficiency/performance.
engineering.princeton.edu/news/2025/01...
February 21, 2025 at 5:34 PM
AI used to design mmWave circuits.
It came up with some positively bizarre designs. RF design has always been considered black magic within EE. It would be amazing if AI led to greater efficiency/performance.
engineering.princeton.edu/news/2025/01...
It came up with some positively bizarre designs. RF design has always been considered black magic within EE. It would be amazing if AI led to greater efficiency/performance.
engineering.princeton.edu/news/2025/01...
Yes, automated driving is a problem worth solving.
February 8, 2025 at 7:03 PM
Yes, automated driving is a problem worth solving.
This is one of the better misleading quotes you'll find from a CEO trying to change the narrative. It worked.
Cook tries to correct YoY revenue changes with QoQ inventory changes.
Inventory is supposed to be lower at the end of December than September! It was last year.
#APPLE
Cook tries to correct YoY revenue changes with QoQ inventory changes.
Inventory is supposed to be lower at the end of December than September! It was last year.
#APPLE
January 31, 2025 at 2:58 PM
This is one of the better misleading quotes you'll find from a CEO trying to change the narrative. It worked.
Cook tries to correct YoY revenue changes with QoQ inventory changes.
Inventory is supposed to be lower at the end of December than September! It was last year.
#APPLE
Cook tries to correct YoY revenue changes with QoQ inventory changes.
Inventory is supposed to be lower at the end of December than September! It was last year.
#APPLE
According to Airbnb, roughly 11,300 whole homes were rented for more than 90 nights in '23.
Less than I would have thought.
news.airbnb.com/wp-content/u...
Less than I would have thought.
news.airbnb.com/wp-content/u...
January 17, 2025 at 2:56 PM
According to Airbnb, roughly 11,300 whole homes were rented for more than 90 nights in '23.
Less than I would have thought.
news.airbnb.com/wp-content/u...
Less than I would have thought.
news.airbnb.com/wp-content/u...
Leasing has been the way to go when purchasing a new EV.
The question is whether the leasing loophole which gives foreign EV vendors the $7500 tax credit will survive the Trump administration.
www.wsj.com/business/aut...
The question is whether the leasing loophole which gives foreign EV vendors the $7500 tax credit will survive the Trump administration.
www.wsj.com/business/aut...
January 12, 2025 at 3:05 PM
Leasing has been the way to go when purchasing a new EV.
The question is whether the leasing loophole which gives foreign EV vendors the $7500 tax credit will survive the Trump administration.
www.wsj.com/business/aut...
The question is whether the leasing loophole which gives foreign EV vendors the $7500 tax credit will survive the Trump administration.
www.wsj.com/business/aut...
It's well worth reading, but I think he's looking for the bubble in the wrong place.
This quote doesn't apply to investors today. It applies to the CEOs of the hyperscalers and their capex expenditures. The bubble is in NVDA's revenues/margins and not their valuation.
This quote doesn't apply to investors today. It applies to the CEOs of the hyperscalers and their capex expenditures. The bubble is in NVDA's revenues/margins and not their valuation.
January 9, 2025 at 4:29 PM
It's well worth reading, but I think he's looking for the bubble in the wrong place.
This quote doesn't apply to investors today. It applies to the CEOs of the hyperscalers and their capex expenditures. The bubble is in NVDA's revenues/margins and not their valuation.
This quote doesn't apply to investors today. It applies to the CEOs of the hyperscalers and their capex expenditures. The bubble is in NVDA's revenues/margins and not their valuation.
It appears that UDC has lost their monopoly over red and green dopant sales in OLED displays.
Summer Sprout is a Chinese company founded by ex-UDC employees.
www.displaysupplychain.com/press-releas...
Summer Sprout is a Chinese company founded by ex-UDC employees.
www.displaysupplychain.com/press-releas...
January 8, 2025 at 1:27 PM
It appears that UDC has lost their monopoly over red and green dopant sales in OLED displays.
Summer Sprout is a Chinese company founded by ex-UDC employees.
www.displaysupplychain.com/press-releas...
Summer Sprout is a Chinese company founded by ex-UDC employees.
www.displaysupplychain.com/press-releas...
I’ll have to take some pics in the future.
Think the Bahia Sling might be the one I’ve made most often. My wife loves passion fruit!
Simple, but fantastic.
Think the Bahia Sling might be the one I’ve made most often. My wife loves passion fruit!
Simple, but fantastic.
January 8, 2025 at 3:53 AM
I’ll have to take some pics in the future.
Think the Bahia Sling might be the one I’ve made most often. My wife loves passion fruit!
Simple, but fantastic.
Think the Bahia Sling might be the one I’ve made most often. My wife loves passion fruit!
Simple, but fantastic.
The proof will be in the benchmarks/reviews.
but they are claiming 4090 performance in the 5070 for $499.
but they are claiming 4090 performance in the 5070 for $499.
January 7, 2025 at 3:20 AM
The proof will be in the benchmarks/reviews.
but they are claiming 4090 performance in the 5070 for $499.
but they are claiming 4090 performance in the 5070 for $499.
Take a look at GM.
Q4 EV units of 44k, up sequentially 12k to a total of 114k units in '24.
They gave guidance of 200k-250k units in July of this year! How does Mary Berra get a pass on that?
and GM is doing better than most other vendors.
Q4 EV units of 44k, up sequentially 12k to a total of 114k units in '24.
They gave guidance of 200k-250k units in July of this year! How does Mary Berra get a pass on that?
and GM is doing better than most other vendors.
January 6, 2025 at 1:56 PM
Take a look at GM.
Q4 EV units of 44k, up sequentially 12k to a total of 114k units in '24.
They gave guidance of 200k-250k units in July of this year! How does Mary Berra get a pass on that?
and GM is doing better than most other vendors.
Q4 EV units of 44k, up sequentially 12k to a total of 114k units in '24.
They gave guidance of 200k-250k units in July of this year! How does Mary Berra get a pass on that?
and GM is doing better than most other vendors.
Waymo releases another safety study.
25 million miles with 9 property claims and 2 bodily injury claims.
Roughly a 90% decrease vs the benchmarks provided by Swiss Re (which I am sure can be endlessly argued over).
storage.googleapis.com/waymo-upload...
25 million miles with 9 property claims and 2 bodily injury claims.
Roughly a 90% decrease vs the benchmarks provided by Swiss Re (which I am sure can be endlessly argued over).
storage.googleapis.com/waymo-upload...
December 19, 2024 at 6:17 PM
Waymo releases another safety study.
25 million miles with 9 property claims and 2 bodily injury claims.
Roughly a 90% decrease vs the benchmarks provided by Swiss Re (which I am sure can be endlessly argued over).
storage.googleapis.com/waymo-upload...
25 million miles with 9 property claims and 2 bodily injury claims.
Roughly a 90% decrease vs the benchmarks provided by Swiss Re (which I am sure can be endlessly argued over).
storage.googleapis.com/waymo-upload...
Quite a few disclosures that weren't public information.
December 17, 2024 at 12:05 PM
Quite a few disclosures that weren't public information.
This is not a healthy trend.
There are no easy solutions once deflation sets in.
There are no easy solutions once deflation sets in.
December 16, 2024 at 1:36 PM
This is not a healthy trend.
There are no easy solutions once deflation sets in.
There are no easy solutions once deflation sets in.