Helm Hammerhand Appreciator

Has Starlink already won the new space race? Elon Musk’s satellite system dominates the battle for the future of global connectivity. Amazon and Chinese rivals are working to catch up

Yeah $2 billion in FCF reported, but once you back out SBC (likely insane) and once we have a handle on the useful life of the satellites, my guess is it’s probably running at a pretty wide loss giftarticle.ft.com/giftarticle/...

Hey man that two bil of annual FCF will help cancel out some of Tesla CY26 cash burn

Yeah this is exactly the situation in Europe

I mean, Mark Leonard basically begged people not to invest with them. what were they thinking?

Failed 20 consecutive times, sure, but I’ll bet the next 20 look pretty different now that the firm is pretty clearly ex-growth. Last card to play is the robots, and once that’s done…

Started this weekend, ep 3 already.

Where are you moving into? high-yield spreads in public seem not that attractive, though I’ll bet private credit has changed the actual bankruptcy risk of the public cohort as a whole.

Oh wow this graph seems atrocious what happened to growth??

Alex Pretti from his early days working at the VA

Alex from our time working together, while he was in nursing school. Later, he moved to ICU, working as a nurse to support critically ill Veterans. He had such a great attitude. We’d chat between patients about trying to get in a mountain bike ride together. Will never happen now

Let’s do it

You’re not wrong! My worry along those same lines would be that Woke 2 takes a real bite out of that kind of thing. Then again, COF navigated a prior version of that without too much trouble.

Relative to those three, $COF is considerably more indexed to lower-income consumers (though this would be even more true of $SYF), and I think the K-shaped economy leaves them pretty vulnerable to an economic disruption

If you almost like $UMG at this price, you could buy $BOL and get it 50% off. Lots of complications associated with that name obviously, but if you’re willing to wait a few years…

Any research ballparking what sales could look like? Their cost structure is…high. Very intrigued though.

Guess and check in the DMs? I have an idea

bsky.app/profile/quan... - I would add that they’ve clearly put a lot of work into refining their coding product specifically, which has a natural constituency of ready early adopters, so businesses are willing to pay for that refinement

Anthropic to spend $50 billion on U.S. AI infrastructure, starting with Texas, New York data centers Anthropic rival OpenAI has secured more than $1.4 trillion worth of deals with Nvidia, Broadcom, Oracle and the major cloud providers.

Lol half the revenue of OpenAI and 1/28th the infrastructure commitment - hard not to conclude OpenAI and everyone relying on their CapEx is kind of boned: www.cnbc.com/2025/11/12/a...

Something like $CAG is more or less as cheap, with a better organic growth rate, and no overhang from the split off, which is going to jack up sg&a.

Everyone quit your jobs and come be a nurse with me!

Investing at all-time highs This article reviews data to see what can happen if people invest at all-time highs in the stock market – and how often peaks were followed by major drops.

The risk is the opportunity cost - this approach will absolutely torch your long-term returns
www.rbcgam.com/en/ca/learn-...

Goblet squats with a kettlebell will get you most of the way there and takes up roughly zero room

How does this affect $SEI? I guess not at all in the short term, but terminal value impaired? Or am I thinking about this wrong?

As troubling as this is, it’s been really helpful for me personally in bridging the gap to the 1930s, understanding the state of mind of if all. You can read “Ordinary Men”, or you can live it

You should be ashamed of yourselves.

dumb nazi bitch lmao 😂

Reacher gets this right every time.

This is the good stuff

@alsobrooks.senate.gov well?

Now that’s a Senator I can be proud to support.