Robert Guillam
@robogorillaman.bsky.social
Apologies in advance for polluting your timelines
Just a dumb retail guy investing his own money.
Just a dumb retail guy investing his own money.
Pinned
Big milestone: 50k+ followers! Wonderful to see you all here.
For those that aren't familiar with us, you can follow our account to get notifications when you get added to a list (starter pack, custom feed, etc) or get blocked.
For those that aren't familiar with us, you can follow our account to get notifications when you get added to a list (starter pack, custom feed, etc) or get blocked.
Useful stuff for newbies
Reposted by Robert Guillam
News-in-brief: Nintendo Direct featuring first Super Mario Galaxy Movie trailer dated for November 12, 2025
Presentation to take place at 6am PT, publisher clarifies "no game information will be included"
www.gamesindustry.biz/nintendo-dir...
Presentation to take place at 6am PT, publisher clarifies "no game information will be included"
www.gamesindustry.biz/nintendo-dir...
Nintendo Direct featuring first Super Mario Galaxy Movie trailer dated for November 12, 2025 | News-in-brief
Presentation to take place at 6am PT, publisher clarifies "no game information will be included"
www.gamesindustry.biz
November 11, 2025 at 7:34 AM
News-in-brief: Nintendo Direct featuring first Super Mario Galaxy Movie trailer dated for November 12, 2025
Presentation to take place at 6am PT, publisher clarifies "no game information will be included"
www.gamesindustry.biz/nintendo-dir...
Presentation to take place at 6am PT, publisher clarifies "no game information will be included"
www.gamesindustry.biz/nintendo-dir...
Also:
Bethesda game director Todd Howard has said that The Elder Scrolls 6 is “still a long way off.”
Bethesda game director Todd Howard has said that The Elder Scrolls 6 is “still a long way off.”
November 10, 2025 at 3:56 PM
Also:
Bethesda game director Todd Howard has said that The Elder Scrolls 6 is “still a long way off.”
Bethesda game director Todd Howard has said that The Elder Scrolls 6 is “still a long way off.”
"The first tsunami hit Miyako, Iwate, at 5.37pm (4.37pm, Singapore time), but it was so small that the Japan Meteorological Agency said it could not measure its size."
I think this is good news.
www.channelnewsasia.com/east-asia/ja...
I think this is good news.
www.channelnewsasia.com/east-asia/ja...
Japan observes tiny tsunami following 6.7 magnitude quake
TOKYO: Japan said on Sunday (Nov 9) evening that tiny tsunami waves hit its northern Pacific coast after an offshore 6.7-magnitude earthquake.The first tsunami hit Miyako, Iwate, at 5.37pm (4.37pm, Si...
www.channelnewsasia.com
November 9, 2025 at 11:04 AM
"The first tsunami hit Miyako, Iwate, at 5.37pm (4.37pm, Singapore time), but it was so small that the Japan Meteorological Agency said it could not measure its size."
I think this is good news.
www.channelnewsasia.com/east-asia/ja...
I think this is good news.
www.channelnewsasia.com/east-asia/ja...
Reposted by Robert Guillam
Reposted by Robert Guillam
Alt-data sources I use, ranked in order of importance and using Pop Mart as an example:
November 8, 2025 at 8:40 AM
Alt-data sources I use, ranked in order of importance and using Pop Mart as an example:
This is a long report and gets worse the further you read. Meta is trying to find the narrow path between reducing scams and minimising the impact of anti-scam measures on revenue.
It's a cost benefit trade-off, between cost of these measures vs regulatory fines.
It's a cost benefit trade-off, between cost of these measures vs regulatory fines.
November 8, 2025 at 9:18 AM
This is a long report and gets worse the further you read. Meta is trying to find the narrow path between reducing scams and minimising the impact of anti-scam measures on revenue.
It's a cost benefit trade-off, between cost of these measures vs regulatory fines.
It's a cost benefit trade-off, between cost of these measures vs regulatory fines.
Reposted by Robert Guillam
McDonalds paints (unsurprising) view of bifurcated consumer with pain continuing at low end & continued strength at high end. In contrast to acceleration in $BAC/ $V/ $MA card spending, $MCD believes things got worse in Q3. $XLF $XLY
November 5, 2025 at 9:32 PM
McDonalds paints (unsurprising) view of bifurcated consumer with pain continuing at low end & continued strength at high end. In contrast to acceleration in $BAC/ $V/ $MA card spending, $MCD believes things got worse in Q3. $XLF $XLY
Reposted by Robert Guillam
In other words, 72% don't know what a monopoly is.
More than half of developers feel they rely too heavily on Steam to distribute their games, with 72% believing the platform has a monopoly on the PC games market
www.gamesindustry.biz/72-of-devs-b...
www.gamesindustry.biz/72-of-devs-b...
72% of devs believe Steam has a monopoly on PC games, according to study
Majority of studios surveyed say Steam accounts for 75% of overall revenue
www.gamesindustry.biz
November 4, 2025 at 2:28 PM
In other words, 72% don't know what a monopoly is.
Reposted by Robert Guillam
TIL his middle name is Francis
John Francis Bongiovi Jr
John Francis Bongiovi Jr
in this week's Lunch with the FT, I try to explain what it's like meeting Jon Bon Jovi - a man who has been world famous for forty years yet still has the enthusiasm of a fan www.ft.com/content/25f2...
November 1, 2025 at 12:18 PM
TIL his middle name is Francis
John Francis Bongiovi Jr
John Francis Bongiovi Jr
Reposted by Robert Guillam
in this week's Lunch with the FT, I try to explain what it's like meeting Jon Bon Jovi - a man who has been world famous for forty years yet still has the enthusiasm of a fan www.ft.com/content/25f2...
November 1, 2025 at 8:41 AM
in this week's Lunch with the FT, I try to explain what it's like meeting Jon Bon Jovi - a man who has been world famous for forty years yet still has the enthusiasm of a fan www.ft.com/content/25f2...
Reposted by Robert Guillam
Reposted by Robert Guillam
It takes a lot to impress me, but this is fucking impressive.
October 30, 2025 at 9:52 PM
It takes a lot to impress me, but this is fucking impressive.
Reposted by Robert Guillam
If you've been yearning to ask @katie0martin.ft.com about bubbly markets, this is your chance
www.ft.com/content/8da5...
www.ft.com/content/8da5...
Submit your questions to Katie Martin: Are markets in a bubble?
Take part in a live Ask an Expert Q&A with the FT’s markets columnist Katie Martin on Thursday October 30, at 1pm GMT
www.ft.com
October 30, 2025 at 11:34 AM
If you've been yearning to ask @katie0martin.ft.com about bubbly markets, this is your chance
www.ft.com/content/8da5...
www.ft.com/content/8da5...
Reposted by Robert Guillam
This is the fear, but the evidence so far seems to be that the companies that buy cloud services are happy and adding more. This is MSFT last night.
October 30, 2025 at 11:51 AM
This is the fear, but the evidence so far seems to be that the companies that buy cloud services are happy and adding more. This is MSFT last night.
Reposted by Robert Guillam
It’s honestly funny how on Reddit so many people are so angry for “bending the knee”
But it’s extremely clear Trump got played sooooo hard lol.
But it’s extremely clear Trump got played sooooo hard lol.
Okay it’s just that easy
LJM playing Trump like a fiddle:
October 29, 2025 at 11:56 PM
It’s honestly funny how on Reddit so many people are so angry for “bending the knee”
But it’s extremely clear Trump got played sooooo hard lol.
But it’s extremely clear Trump got played sooooo hard lol.
Reposted by Robert Guillam
So this story is super duper interesting for a whole ton of reasons, but one big one is its a very rare glimpse into the private valuation of high-end exploits held by major defense contractors
bsky.app/profile/lega...
bsky.app/profile/lega...
Peter Williams, A former executive with US defense contractor L3Harris has pleaded guilty to selling digital spy tools to a Russian broker, the Justice Department announced. Williams pleaded to two counts of theft of trade secrets reut.rs/49o7Q0I
October 29, 2025 at 11:45 PM
So this story is super duper interesting for a whole ton of reasons, but one big one is its a very rare glimpse into the private valuation of high-end exploits held by major defense contractors
bsky.app/profile/lega...
bsky.app/profile/lega...
Japan’s Sanae Takaichi finds perfect playlist for Donald Trump - on.ft.com/47inauo
Japan’s Sanae Takaichi finds perfect playlist for Donald Trump
New prime minister hits clever notes in crucial encounter with visiting US president
on.ft.com
October 30, 2025 at 12:30 AM
Japan’s Sanae Takaichi finds perfect playlist for Donald Trump - on.ft.com/47inauo
Reposted by Robert Guillam
Newsletter: Binance’s Changpeng Zhao earns a gold-plated pardon as other industry figures fund Trump’s $300 million ballroom
www.citationneeded.news/issue-95/
www.citationneeded.news/issue-95/
Issue 95 – The pardon was the payoff
Changpeng Zhao earns a gold-plated pardon as other industry figures fund Trump’s $300 million ballroom
www.citationneeded.news
October 28, 2025 at 9:32 PM
Newsletter: Binance’s Changpeng Zhao earns a gold-plated pardon as other industry figures fund Trump’s $300 million ballroom
www.citationneeded.news/issue-95/
www.citationneeded.news/issue-95/
Reposted by Robert Guillam
Guess who is gonna get the XAI / TSLA merger advisory mandate?
$TSLA - MORGAN STANLEY: TESLA ROBOTAXI “SOLVED” Analyst Adam Jonas says Tesla has effectively cracked robotaxi autonomy, with safety-driver-free cars expected soon in Austin. He highlights FSD’s $1.2 B revenue potential and values Tesla’s network services at $160/share,
October 27, 2025 at 1:37 PM
Guess who is gonna get the XAI / TSLA merger advisory mandate?
Reposted by Robert Guillam
October 27, 2025 at 2:37 AM
Reposted by Robert Guillam
1/ Tesla's 10Q for Q3 is now published.
www.sec.gov/ix?doc=/Arch...
The 96 million restricted shares that are the "CEO Interim Award" made in August are still deemed not probable. So, no part of the $26B comp expense has been recognized. (see page 20)
www.sec.gov/ix?doc=/Arch...
The 96 million restricted shares that are the "CEO Interim Award" made in August are still deemed not probable. So, no part of the $26B comp expense has been recognized. (see page 20)
https://www.sec.gov/ix?doc=/Archives/edgar/data/0001318605/000162828025045968/tsla-20250930.htm
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd">
<html xmlns="http://www.w3.org/1999/xhtml" lang="en...
www.sec.gov
October 25, 2025 at 1:40 PM
1/ Tesla's 10Q for Q3 is now published.
www.sec.gov/ix?doc=/Arch...
The 96 million restricted shares that are the "CEO Interim Award" made in August are still deemed not probable. So, no part of the $26B comp expense has been recognized. (see page 20)
www.sec.gov/ix?doc=/Arch...
The 96 million restricted shares that are the "CEO Interim Award" made in August are still deemed not probable. So, no part of the $26B comp expense has been recognized. (see page 20)
Reposted by Robert Guillam
🚨What’s up with private credit ratings? on.ft.com/47sTNV9
What’s up with private credit ratings?
Could this be a film we’ve seen before?
on.ft.com
October 24, 2025 at 6:29 AM
🚨What’s up with private credit ratings? on.ft.com/47sTNV9
How is AI reshaping the world of work? You asked, we answered - on.ft.com/4qnBZ6i via @FT
How is AI reshaping the world of work? You asked, we answered
Chief data reporter John Burn-Murdoch and employment columnist Sarah O’Connor replied to readers
on.ft.com
October 24, 2025 at 6:24 AM
How is AI reshaping the world of work? You asked, we answered - on.ft.com/4qnBZ6i via @FT
Reposted by Robert Guillam
Interesting to see if this is a one-off or if more US companies turn to cheaper but capable-enough Chinese models www.scmp.com/tech/tech-tr...
Airbnb chooses Alibaba’s open-source AI over ‘not ready’ ChatGPT
Airbnb ‘relies heavily’ on Alibaba’s Qwen models to power its AI customer service agent, CEO Brian Chesky says.
www.scmp.com
October 23, 2025 at 3:42 PM
Interesting to see if this is a one-off or if more US companies turn to cheaper but capable-enough Chinese models www.scmp.com/tech/tech-tr...