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Tobi

@einsteinstrasse.bsky.social

67 Followers  |  38 Following  |  16 Posts  |  Joined: 07.11.2024
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Posts by Tobi (@einsteinstrasse.bsky.social)

I wonder why you’re still not able to upload PDFs for deep research into Gemini. Has been possible in ChatGPT for quite a while.

02.05.2025 01:41 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Meanwhile, ECRI is going nuts to compensate. Customers crossing the 1-year tenure threshold getting hit with massive renewal price increases

01.05.2025 22:14 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

$PSA move-in rates continue to get worse. I figured we might finally bottom out this year, but 2025Q1 move-in rate now below 2019Q1.

01.05.2025 22:02 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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Hilarious. Show me the proxy and i'll tell you the outcome

12.02.2025 22:09 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Wow, wouldn't have put that on my bingo card

12.02.2025 21:14 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Dont forget about $FIX πŸ˜‚

14.01.2025 23:38 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

ah ok that makes sense, i have basically no experience with this, thanks!

14.01.2025 21:54 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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Supposedly the majority of revenue is commercial & industrial for them nowadays

14.01.2025 21:36 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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No major thoughts on the biz (Raspberry Pi), but thought it was interesting how quickly their products become obsolete
(i thought maybe these low-cost digital semis would behave a bit like analog semis with longer useful lives, but doesn't seem to be the case)

14.01.2025 21:24 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 3    πŸ“Œ 0
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In case this is helpful, from RJ

14.01.2025 01:06 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Yep 7% increase on Sept. 1 2024

08.01.2025 02:30 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Yep i know, Citi jinxed it for us

08.01.2025 00:33 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

VRSN's domain name base stabilized just about long enough (1 month πŸ₯²) for Citi to make it a top pick and dream about 2% domain name growth in 2025.

I wonder why BRK waited until 3 weeks ago to drop some more pennies into the name. Figured they would've had the confidence 6-7 months ago @ $170-180

07.01.2025 23:30 β€” πŸ‘ 1    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0

Fintwit starter pack:
@nosunkcosts.bsky.social‬
@keubiko.bsky.social‬
@librariancapital.bsky.social‬
@sparticuszorro.bsky.social‬
β€ͺ@fritzell.bsky.social‬
@lewisenterprises.bsky.social‬
@ellliotb.bsky.social‬
@negativegw.bsky.social‬
@vincentfreeman.bsky.social‬
@colemanrhawkins.bsky.social‬

21.11.2024 10:23 β€” πŸ‘ 27    πŸ” 7    πŸ’¬ 2    πŸ“Œ 0

Brookfield accounting slight of hand never gets old.

14.12.2024 02:19 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Climate risk is now about 30 pages in the annual reports of UK companies, ahead of all other risk discussions πŸ˜‚

12.12.2024 16:48 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Any reason to believe that federal lobbying spend under the new Trump admin will be different than in the past? Last time, spending increased moderately.

Just wondering whether there's any reason to believe that the "traditional" channels will be used less this time around

20.11.2024 18:50 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0