John
@roqueig.bsky.social
Brewery Enthusiast. Stetson Collector. Hedge Fund Manager. Philly Sports Optimist…
Pinned
John
@roqueig.bsky.social
· Oct 6
it will be interesting to see how much pressure if applied on OpenAI if their capabilities, revenue, and platform base continue to grow. The incentive for OpenAI to succeed aligns with NVDA, AMD, and AVGO as much as it doesn't align with the hyperscalers (despite one of them owning 49% of OpenAI)
I really think this is something to monitor moving fwd - it's becoming increasingly worse for the large tech companies the way that OpenAI is growing / financing deals. The hyperscalers would be better off in a world where OpenAI cannot unlock funding / scale compute to meet revenue growth
Obviously NVDA bringing down the AI complex but doesn't really make sense for AVGO to be down...
November 25, 2025 at 2:49 PM
Obviously NVDA bringing down the AI complex but doesn't really make sense for AVGO to be down...
Sec Bessent just indicated on @cnbc.com that Trump initiated the call (assuming I heard that correctly)
Good @wsj.com piece on the rarity of today's Trump-Xi phone call ...
"The only instance in recent decades when a Chinese leader initiated contact with an American president was on Sept. 11, 2001, when then-President Jiang Zemin sent a telegram of condolence to then-President George W. Bush... "
"The only instance in recent decades when a Chinese leader initiated contact with an American president was on Sept. 11, 2001, when then-President Jiang Zemin sent a telegram of condolence to then-President George W. Bush... "
China’s Xi Calls Trump in Unusual Move to Discuss Taiwan, Ukraine
The two leaders spoke as Washington, Kyiv and Moscow try to hammer out a plan to end the Russia-Ukraine war.
www.wsj.com
November 25, 2025 at 1:03 PM
Sec Bessent just indicated on @cnbc.com that Trump initiated the call (assuming I heard that correctly)
Sundar and Hock’ world, we’re just living in it?
November 25, 2025 at 12:02 PM
Sundar and Hock’ world, we’re just living in it?
Of note, I believe the OC of the 2014 Raiders was Greg Olson who was just named, once again, the interim OC for the Raiders
#Eagles offensive consistency metrics
40.2% success% (25th), worst since '05
42.5% pass success (22nd), worst since '20
38.5% rush success (22nd), worst since '14
70.4% series conversion% (24th), worst since '20
33.3% 3 & out rate (32nd), worst of any NFL team since 2014 Raiders
40.2% success% (25th), worst since '05
42.5% pass success (22nd), worst since '20
38.5% rush success (22nd), worst since '14
70.4% series conversion% (24th), worst since '20
33.3% 3 & out rate (32nd), worst of any NFL team since 2014 Raiders
November 24, 2025 at 9:15 PM
Of note, I believe the OC of the 2014 Raiders was Greg Olson who was just named, once again, the interim OC for the Raiders
Interesting move in BRK.B into the close
November 24, 2025 at 8:54 PM
Interesting move in BRK.B into the close
Good @wsj.com piece on the rarity of today's Trump-Xi phone call ...
"The only instance in recent decades when a Chinese leader initiated contact with an American president was on Sept. 11, 2001, when then-President Jiang Zemin sent a telegram of condolence to then-President George W. Bush... "
"The only instance in recent decades when a Chinese leader initiated contact with an American president was on Sept. 11, 2001, when then-President Jiang Zemin sent a telegram of condolence to then-President George W. Bush... "
China’s Xi Calls Trump in Unusual Move to Discuss Taiwan, Ukraine
The two leaders spoke as Washington, Kyiv and Moscow try to hammer out a plan to end the Russia-Ukraine war.
www.wsj.com
November 24, 2025 at 8:38 PM
Good @wsj.com piece on the rarity of today's Trump-Xi phone call ...
"The only instance in recent decades when a Chinese leader initiated contact with an American president was on Sept. 11, 2001, when then-President Jiang Zemin sent a telegram of condolence to then-President George W. Bush... "
"The only instance in recent decades when a Chinese leader initiated contact with an American president was on Sept. 11, 2001, when then-President Jiang Zemin sent a telegram of condolence to then-President George W. Bush... "
Reposted by John
Me: Claude 4.5 Opus, I need a strategy game based on the work of Weber
Claude: Here's one based on David Weber's space operas
Me: Not that Weber
C: Here's a game based on sociologist Max Weber
Me: Not that one
C: The operas of Carl Maria von Weber?
Me: No
C: Here is one using Weber grills!
Claude: Here's one based on David Weber's space operas
Me: Not that Weber
C: Here's a game based on sociologist Max Weber
Me: Not that one
C: The operas of Carl Maria von Weber?
Me: No
C: Here is one using Weber grills!
November 24, 2025 at 8:29 PM
Me: Claude 4.5 Opus, I need a strategy game based on the work of Weber
Claude: Here's one based on David Weber's space operas
Me: Not that Weber
C: Here's a game based on sociologist Max Weber
Me: Not that one
C: The operas of Carl Maria von Weber?
Me: No
C: Here is one using Weber grills!
Claude: Here's one based on David Weber's space operas
Me: Not that Weber
C: Here's a game based on sociologist Max Weber
Me: Not that one
C: The operas of Carl Maria von Weber?
Me: No
C: Here is one using Weber grills!
Feels like this is a good template of how Data Center projects need to be structured from an energy standpoint in order to improve energy affordability:
www.aboutamazon.com/news/company...
www.aboutamazon.com/news/company...
Amazon plans to invest $15 billion in Northern Indiana to build new data center campuses and advance AI innovation
Planned investment will create 1,100 jobs and support new workforce development training programs and local community projects.
www.aboutamazon.com
November 24, 2025 at 8:14 PM
Feels like this is a good template of how Data Center projects need to be structured from an energy standpoint in order to improve energy affordability:
www.aboutamazon.com/news/company...
www.aboutamazon.com/news/company...
Cramer keeps saying that someone needs to "write a check" to AAPL to be the model provider on AAPL devices. Unless I am missing something, we have reporting from @markgurman.bsky.social that AAPL is actually paying GOOGL ~$1bn for Gemini next year
@carlquintanilla.bsky.social
@carlquintanilla.bsky.social
November 24, 2025 at 2:26 PM
Cramer keeps saying that someone needs to "write a check" to AAPL to be the model provider on AAPL devices. Unless I am missing something, we have reporting from @markgurman.bsky.social that AAPL is actually paying GOOGL ~$1bn for Gemini next year
@carlquintanilla.bsky.social
@carlquintanilla.bsky.social
NVO pre market is trading at summer 2021 levels - incredible loss of value in just 18 months
November 24, 2025 at 1:53 PM
NVO pre market is trading at summer 2021 levels - incredible loss of value in just 18 months
yup
Truly amazing how much market cap GOOGL is taking from MSFT on a daily basis
November 24, 2025 at 1:18 PM
yup
Truly amazing how much market cap GOOGL is taking from MSFT on a daily basis
November 21, 2025 at 8:33 PM
Truly amazing how much market cap GOOGL is taking from MSFT on a daily basis
Iverson steps over Lue !?
A lot has happened in the NBA over the past 25 years.
So our writers ranked the most significant moments of the 2000s.
Do you agree with our list?
So our writers ranked the most significant moments of the 2000s.
Do you agree with our list?
November 21, 2025 at 8:05 PM
Iverson steps over Lue !?
"In less than three decades, China’s shipyards have built the world’s biggest navy and now account for about 53% of global shipbuilding. By comparison, the U.S. accounts for 0.1%."
Fantastic piece by @reuters.com
Fantastic piece by @reuters.com
Shadow navy: How China's civilian fleet could be a potent weapon in a Taiwan invasion
A Reuters visual investigation of China's annual naval exercises off the Chinese coast opposite Taiwan shows how Beijing's
www.reuters.com
November 21, 2025 at 5:13 PM
"In less than three decades, China’s shipyards have built the world’s biggest navy and now account for about 53% of global shipbuilding. By comparison, the U.S. accounts for 0.1%."
Fantastic piece by @reuters.com
Fantastic piece by @reuters.com
Reposted by John
This feels relevant
I really think this is something to monitor moving fwd - it's becoming increasingly worse for the large tech companies the way that OpenAI is growing / financing deals. The hyperscalers would be better off in a world where OpenAI cannot unlock funding / scale compute to meet revenue growth
it will be interesting to see how much pressure if applied on OpenAI if their capabilities, revenue, and platform base continue to grow. The incentive for OpenAI to succeed aligns with NVDA, AMD, and AVGO as much as it doesn't align with the hyperscalers (despite one of them owning 49% of OpenAI)
November 6, 2025 at 2:19 PM
This feels relevant
Restaurants all strong today
EAT TXRH SG CMG (relatively) - all holding up relatively well today. Interesting given these (specifically DRI EAT TXRH) were some of the first to break really hard in mid Sept
November 21, 2025 at 2:47 PM
Restaurants all strong today
this is playing out - expect it to continue
This being said - I expect to see an off ramp from the White House on eco issues. We already saw a 10% decrease in tariffs with China, I would expect to see more
I’m not sure if they would consider a new pause on student loan payments, but I could see it as they blame the Fed
Worth watching
I’m not sure if they would consider a new pause on student loan payments, but I could see it as they blame the Fed
Worth watching
November 21, 2025 at 1:05 PM
this is playing out - expect it to continue
AXP COF MA V - all held up well today...
November 20, 2025 at 9:14 PM
AXP COF MA V - all held up well today...
Circling back on this - interesting price action today in BLK would indicate that there is likely some bitcoin pressure on shares...
APO OWL BX -> held up well
IVZ STT -> same
BLK -2.24%
@michaelsantoli.bsky.social
APO OWL BX -> held up well
IVZ STT -> same
BLK -2.24%
@michaelsantoli.bsky.social
interesting, I hadn't thought of the bitcoin angle - I initially thought it was their push into private credit + infra buildouts via acquisitions of GIP and HPS creating the underperformance STT and IVZ. Mgmt pushed it as a way to boost the multiple (looks like they might've timed that wrong)
November 20, 2025 at 9:10 PM
Circling back on this - interesting price action today in BLK would indicate that there is likely some bitcoin pressure on shares...
APO OWL BX -> held up well
IVZ STT -> same
BLK -2.24%
@michaelsantoli.bsky.social
APO OWL BX -> held up well
IVZ STT -> same
BLK -2.24%
@michaelsantoli.bsky.social
BRK once again outrunning SPY for the year. First time since September (which only lasted a bit).
November 20, 2025 at 8:56 PM
BRK once again outrunning SPY for the year. First time since September (which only lasted a bit).
EAT TXRH SG CMG (relatively) - all holding up relatively well today. Interesting given these (specifically DRI EAT TXRH) were some of the first to break really hard in mid Sept
November 20, 2025 at 8:50 PM
EAT TXRH SG CMG (relatively) - all holding up relatively well today. Interesting given these (specifically DRI EAT TXRH) were some of the first to break really hard in mid Sept
CRWD
Mercedes F1 boss Toto Wolff sells a piece of his ownership stake to CrowdStrike CEO George Kurtz
Mercedes F1 boss Toto Wolff sells a piece of his ownership stake to CrowdStrike CEO George Kurtz
CrowdStrike CEO George Kurtz has acquired a minority stake in Mercedes-AMG Petronas F1 and will be a tech advisor to the motorsport team.
cnb.cx
November 20, 2025 at 8:35 PM
CRWD
Interesting seeing the PE/C companies hold up well today
November 20, 2025 at 5:40 PM
Interesting seeing the PE/C companies hold up well today