
A Major Change in My Portfolio-Everybody is Wrong About Block, and Why I am now IONQ Pilled
“Stay here and try to find your sense of humor. It’s got to be in here somewhere.”

Block Earnings Were a Whirlwind, and I am Not Sure how to Proceed
“Blessed is he who, in the name of charity and good will, shepherds the weak through the valley of darkness, for he is truly his brother's keeper and the finder of lost children. And I will strike down upon thee with great vengeance and furious anger those who attempt to poison and destroy my brothers. And you will know my name is the Lord when I lay my vengeance upon thee.”

Ferrari and Block Earnings+Donny Boy Won :(
“The best revenge is to be unlike him who performed the injury.”

Fed Rate Cuts, OpenAI vs. Google, Elon Musk AI, and Warren Buffett Likes Cash
“No, the journey doesn't end here. Death is just another path, one that we all must take. The grey rain-curtain of this world rolls back, and all turns to silver glass, and then you see it.”

Microsoft Earnings Review, Reddit Changed Quickly, and a Batman Disaster
“Death and chance stole your parents. But rather than become a victim, you have done everything in your power to control the fates. For what is Batman if not an effort to master the chaos that sweeps our world, an attempt to control death itself?”

Where Can Boeing Go From Here? Also, How to Value Reddit?
“He walked out in the gray light and stood and he saw for a brief moment the absolute truth of the world. The cold relentless circling of the intestate earth. Darkness implacable. The blind dogs of the sun in their running. The crushing black vacuum of the universe. And somewhere two hunted animals trembling like ground-foxes in their cover. Borrowed time and borrowed world and borrowed eyes with which to sorrow it.”

ServiceNow and Tesla Earnings Review (Elon is Corny but Rich)
“Many that live deserve death. And some that die deserve life. Can you give it to them? Then do not be too eager to deal out death in judgement. For even the very wise cannot see all ends."

Disney Succession Takes A Positive Turn
“Fundamental belief consoled him for superficial irony.”


A Roundup of Events Around the Market: Banks, LVMH, and Costco
“So comes snow after fire, and even dragons have their endings.”

Defense is Interesting to Me, but all The Companies Suck
"Very bright was that sword when it was made whole again; the light of the sun shone redly in it, and the light of the moon shone cold, its edge was hard and keen. And Aragorn gave it a new name and called it Andúril, Flame of the West.”

We Have a Soft Landing, and the Tesla Event Sucked
"Freedom of conscience entails more dangers than authority and despotism."

China is Overrated, and I Genuinely Hate David Tepper
“Act in such a way that you treat humanity, whether in your own person or in the person of any other, never merely as a means to an end, but always at the same time as an end.”

Reviewing a Great Prediction and a Meh/Poor Prediction
"I'm going to kill myself tomorrow."

Uh Oh, I am Talking About Unions Again: Port Strike Reaction
"We set our sights very high, so that even failure will have in it an echo of glory.”

I am Becoming Worried about OpenAI
"A man can convince anyone he's somebody else, but never himself".

Nike Shakeup, are They a Buy Now?
“Whatever in creation exists without my knowledge exists without my consent.”

Is Intel a Buy Now? No.
"A foolish consistency is the hobgoblin of little minds, adored by little statesmen and philosophers and divines. With consistency a great soul has simply nothing to do."

