Joined April 2013
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日本右人最傻逼的一句话就是:和我们交战的是中华民国,不是中华人民共和国。试图以此否定中国政府对日本侵华历史的话语权。 最可笑的是,还有不少反贼和湾独看到这句话以为捡到枪,连脑子都没动就转发的。 同理我也可以说,当年原子弹炸的是大日本帝国,不是日本国。你日本人现在悼念个什么劲儿?
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$ADBE talking about AI growth in 2026 is just like $NOK talking about touch screen smartphone growth in 2010. Don't be fooled by the numbers. We all know what happened to $NOK since then.
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“But look at $ADBE's fundamentals etc etc” Problem isn't the financial performances bruh. The mkt just doesn't believe $ADBE won't be taken out by AI. 3x AI ARR isn't the game changer yet, esp when it's just $500m. They need exponential # down the road to shift the narrative.
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$ADBE Also on the "but it's a double beat" narrative. Double beat doesn't mean much. Sell-side estimates are low goalposts to begin with. If you want to understand where the true benchmark sits, go talk to funds and traders, don't trust the toned down sell-side estimates .
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Probably the only way Chet can get back from this is to train in Wu Tang this summer lol😂😂
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Am I the only one finding it funny that the "solid" credit rating got the most mentions during the $CRWV call? Like they didn't even try to hide that they're nowhere near being financially self-subsistent. And the stock price collapsed once real CAPEX numbers were brought up🤣🤣
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Wow really avoided the $ERAS crash by selling BMO yesterday
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So nobody's talking about how sexual the voice of that $INTC earnings call host is? Hollywood y‘all need to give that guy a contract seriously🤣
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Glad I didn't bet on $GRCE lol
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$TSLA is the largest meme stock ever, PERIOD. The only moat $TSLA has are the cult-like "investors" who interpret every word from Musk as positive and pump —— "But Robotaxi is going to be a 1T dollar thingy saar." The current valuation of $TSLA is unjustifiable in every sense.
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If you ever feel useless, just remember that this Hegseth dude tried to invest over a million dollar into the Defense Industrial Active ETF with all his insider information, and that ETF had plummeted 8% since the initiation of war. marketwatch.com/story/hegset…
There’s no mystery to Pete Hegseth, writes Sarah Jones. “He projects bellicosity before he opens his mouth. When he does open his mouth, whether to defend our war on Iran or a different violation of international law, he becomes even more obvious … In his own mind, he is a modern-day Templar knight, and he is here to carry out God’s mission on Earth.” Hegseth now occupies a position of consequence, just in time for a new Crusade. The war on Iran is wish fulfillment for an entire class of warmongers, including Hegseth. Within this world, Iran has become a bête noire, an all-consuming obsession that, for some, has a religious dimension. To other Christians, Hegseth is a heretic. The Lord “does not listen to the prayers of those who wage war,” the Pope said in his Palm Sunday address. Perhaps, but there is precedent for men like Hegseth in Christendom and in American politics. In a column for the New York ‘Times,’ Lydia Polgreen wrote that Trump is both “a freak of history” and “its fulfillment.” “I would apply the same logic to Hegseth,” writes Jones, “who has, like his earthly master, ‘revealed a much older malady,’ our ‘unshakable faith’ in our ‘ability to shape the world to its liking, indifferent to what others might want and supremely confident that its plan is the right one.’” Read more: nymag.visitlink.me/Vs2sG1
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Just realized, he's just doing what he's best at: putting pressure on American's NATO/Gulf allies to coerce them to join the ground operation against Iran. He's clearly aware that the 12k US troops on ground alone isn't enough to do it.
BREAKING: Trump has told aides he is willing to 'end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed', according to Wall Street Journal report.
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Zee retweeted
BREAKING: Trump has told aides he is willing to 'end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed', according to Wall Street Journal report.
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为什么他画饼就信?MAGA投票是不看人只听口号的?买不买保健品? 一个继承家业,破产六次的富二代,MAGA信他能振兴经济 一个公开场合对女性轻浮,嘴不把门的公子哥,MAGA认为他能匡复常识信仰 一个以You‘re fired出名的真人秀星,MAGA觉得他能增加就业 MAGA不是坏,是蠢。而且同样的错误还犯两次蠢
除了少数偏执成狂的MAGA凡是派之外,支持川普的选民没有罪。因为川普的竞选承诺是降低通胀,增加就业、减税、不对外开启战争(包括结束俄乌战争)、恢复常识(废除DEI),哪个正常人都会支持这些竞选口号,他的所作所为完全违背竞选承诺。 这与选拜登的选民不同,拜登几乎履行了他大多数竞选承诺,比如开放边境、气候环保优先、增加政府投资(这必然带来通胀)、完善DEI系统、增加底层福利、开放大麻。 只能说,美国现在的政治生态系统有问题,在总统竞选这个段位上,留给选民的不是傻瓜(拜登老年痴呆与哈里斯的问题,选民看得出),川普第一任期没问题,从2020年经历的一切,外加年龄,导致现在这种状态。 如果要说有问题,对他进行认知测试的医生有问题。
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Zee retweeted
所以每次看日本人觉得中国讨厌我就想笑。 日本周边一圈邻国,俄罗斯、韩国、朝鲜、中国,哪个是和日本关系好的?哪个是民众对日本观感不错的? 殖子和日右天天拿中国和邻国的领土争端说事,结果日本和邻国的关系做的比中国还差。什么叫一百步笑五十步,日本这就是。
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Replying to @WithoutHistory
Who would have thought that Trump helped make oil RMB a thing in 2026🤣
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Zee retweeted
Replying to @nypost
Lol TACO Man really wanted to remind us how sexually capable he was on the Epstein island. He's not happy with Iran taking all his spotlight. 🤣🤣
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MAGAs be asking why aren't China and Russia protecting Iran right now. But really, why hasn't the US been protecting its Gulf allies so far. What's the use of your military bases and war machines there if they were just for circus show lol #Iran #IranWar
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Replying to @elerianm
So basically Blue Owl is like SVB but for retail investors. Investing liquid cash into illiquid, high-risk assets with capped returns. Credits not backed by material assets but by projected future cash flow on excel. And the market now wonder why they're in a crisis.😅
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Zee retweeted
My son asking me a lot of questions. It’s a distillation attack obviously.
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this op-ed, I kid you not, criticizes China for not using its military to coerce smaller countries into doing its bidding. It specifically mocks China for having its power checked by local courts rather than just using its navy to menace weaker nations. washingtonpost.com/opinions/…
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