Ravi
ravi711.bsky.social
Ravi
@ravi711.bsky.social
Ramblings of a dot com and GFC survivor.

Investor in mostly EVs/AI and mobile
Where does pedestrian and driver safety lie in your list of priorities for your city?
October 31, 2025 at 10:46 PM
I think it means you won’t have much of a chance to get out. Everybody is playing the same game and there is very little conviction.

DeepSeek Monday on steroids is my baseline expectation for how this ends.

But the music’s still playing and likely will for a while.
October 8, 2025 at 3:02 PM
Government by mob boss is always going to lead to some terrible outcomes.

But the odds of Intel surviving as a leading edge node vendor did go up.
August 22, 2025 at 10:10 PM
The mobster in chief's ego is now invested in Intel's success.

232 tariffs are still coming and investments/orders with Intel are a cheaper way to get an exemption (or a licence to export to China) than building a fab.

Trump gets to make a big announcement and tweet about Intel's stock price.
August 22, 2025 at 9:23 PM
Turn the devices off and they'll need the password to get access.

Nothing requires you to give it (versus the possibility that FaceID is used to unlock your device without your permission).
August 21, 2025 at 2:18 PM
And we grew up in incomparable abundance compared to our parents generation (particularly true for any child of immigrants).

It is really hard to figure out where to draw the line.
August 17, 2025 at 3:53 PM
Restaurants got instagrammed (neon signs and greenery everywhere).

Experiences will get tiktokked.
August 11, 2025 at 1:26 PM
Zuck/Sam/Elon will spend every last dime and the rest will follow. Think Satya is the only one that would be willing to turn first and they just blew the doors off and guided to $30 billion in capex spending next quarter.

Doesn’t feel like this is ending anytime soon.
July 31, 2025 at 1:42 AM
3x bull etf is way better.

Shorting it gives you the bonus of time decay.
July 15, 2025 at 11:09 PM
From a Tribune article on the stadium.

Turns out there is at least one decent owner in sports.
June 3, 2025 at 10:58 AM
We don’t live up to them but aspiring to those values puts limits on the morality that’s put into practice.
May 31, 2025 at 3:56 PM
Same thing happened yesterday afternoon, a sizeable move down on zero news.
May 29, 2025 at 4:03 PM
That’s my understanding. It was from two days ago and he references the bill elsewhere in the thread.
May 24, 2025 at 7:11 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...
May 24, 2025 at 7:01 PM
WTF Wisconsin?
May 16, 2025 at 1:14 PM
Left tail political risk is much higher.

Gates deciding to publish an oped would be enough to put a target on Microsoft.
May 7, 2025 at 4:55 PM