Joined February 2009
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BREAKING: Jerome Powell says "the economy is in good shape" and the fed can be "patient" with rate cuts.
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Where are all the $MSOS investors that were screaming about uplisting being nirvana for the sector? $TRLV
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Anthropic continues to misstep and anger its core user base. I think Anthropic has had the best tools and LLMs over the past 8 months, but I think OpenAI will reclaim that top spot over the next 12 months.
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I exited a $RMBS position after finding a legal disclosure buried in the latest 10-Q that I felt materially changed the risk/reward. The earnings print and call looked strong. The legal disclosure did not. 🧵👇
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11/ Sources reviewed: Rambus Q1 2026 10-Q Rambus Q1 2026 earnings call transcript MLex reporting on Rambus / Renesas / Montage DOJ probe Law360 report confirming Rambus subpoena Montage HK listing document FTC history on older Rambus antitrust case
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12/ Do your own research. This is not investing advice. Don’t rely on anonymous X accounts for your information.
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$MSOS fam, As much as we all want the instant gratification of S3 dropping, a defensible legislative process needs to be followed for it to stick. If DOJ goes straight to final rule today, there would be a stay attempt before the effective date, and it would have a highly probable chance of succeeding. Here’s the procedural reality: The AG doesn’t get to publish a Final Order and have it effective the same day. Under the APA, rules generally have at least a 30-day delayed effective date. And rescheduling cannabis is almost certainly a “major rule” under the Congressional Review Act (>$100M annual economic impact), which requires Congress to receive the rule and triggers a 60-day window before it can take effect. So realistically the timeline looks like: AG signs Order → Federal Register publication → effective date set 30–90 days out. SAM has retained former AG Bill Barr to sue to reverse rescheduling the moment a final rule is issued . Barr files for a TRO/preliminary injunction the same day, and then S3 is in legal limbo for a long long time if a say is issued. The most defensible fast-ish route is to use the existing administrative record but clear the procedural logjam rather than build a new one from scratch. Concretely: 1.DEA Administrator Terry Cole resolves the interlocutory appeal that’s been sitting on his desk, he already has the authority; he just hasn’t set a briefing schedule. Cole can call for expedited briefing, deny the movants’ requested relief (disqualifying DEA as proponent), and clear the cloud in weeks. 2.Appoint a new ALJ (or the AG can designate one from another agency under the APA’s cross-detailing provisions). 3.Argue that with HHS’s scientific determinations binding DEA under the OLC’s May 2024 opinion, the record is already sufficient and further evidentiary hearings are unnecessary. 4.Issue the final rule. This leans on the May 2024 OLC opinion that HHS’s scientific/medical findings bind DEA pre-rulemaking, and that the HHS two-part “currently accepted medical use” test is legally sufficient. This is the path DEA was already on before everything seized up. Timeline: likely 6 months if pushed hard. The defensibility trade-off is worth it though: this preserves the administrative record that makes the rule hardest to overturn on APA grounds later, tldr Bill Barr pounds sand.
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Feels like something might actually be happening #soon. $MSOS
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FWIW: This is correct, Trump was speaking to Calley Means about getting rescheduling . $MSOS
Replying to @streetstocker
- The post clarifies that the unidentified man standing beside Dr. Oz (CMS Administrator Mehmet Oz) in a White House video is Calley Means, a senior HHS adviser and prominent MAHA movement figure focused on health reform. - In the clip, President Trump addresses cannabis policy during an event with health officials, noting progress on rescheduling marijuana to Schedule III, which prompted visible attention toward Means. - Means, known for critiquing pharmaceutical and food industry practices alongside RFK Jr., plays a key role in the administration's broader push for expanded medical cannabis research and access initiatives like Medicare CBD coverage.
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Who is this man from the EO signing in the Oval Office today? $MSOS
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@AMartinelliWA do you know?
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