Mookie @stretchmikep

Markets, Politics, Sports, Current Affairs - all opinions are my own - NOT investment advice The Idiocracy Joined June 2011

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The Kobeissi Letter @KobeissiLetter

3 days ago

This is absolutely insane: The US just revised the June jobs report lower for a SECOND time for a total of -160,000 jobs. Now, the US has officially LOST -13,000 jobs in June, the first negative month since July 2021. What just happened? Let us explain. (a thread)

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Rihard Jarc @RihardJarc

3 days ago

Director at a cloud consulting firm shares some really valuable insights into what is going on right now in the cloud industry regarding AI workloads and GPU capacity: 1. The real bottleneck in power and cooling is not the physical lack of space but the POWER DENSITY. The AI and…

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Mookie @stretchmikep

3 days ago

Hurts did not get the first down on the first 4th and 1 play.

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Darth Powell @VladTheInflator

4 days ago

Google searches for "give car back" are at near all time highs LMFAO

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Durable Value Creators @DurableCreators

5 days ago

Waste collection companies, superstores, and business services can be good industries to invest in, but many popular names have experienced significant multiple expansion over the last decade. Maybe they sustain these multiples, but it's unlikely they match last decade's returns.

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Geiger Capital @Geiger_Capital

4 days ago

“Elect more Communists” If you think NYC rent is expensive now…

Geiger Capital @Geiger_Capital

4 days ago

“Elect more Communists” If you think NYC rent is expensive now…

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Out of Context Human Race @NoContextHumans

4 days ago

Vietnam markets are like…

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Pinehurst Resort @PinehurstResort

5 days ago

Kawhi, a little help?

Pinehurst Resort @PinehurstResort

3 weeks ago

Kawhi, a little help?

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Imtiaz Mahmood @ImtiazMadmood

5 days ago

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Vaibhav Domkundwar @vaibhavbetter

5 days ago

The AI opportunity in US healthcare in one simple chart.

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Tanay Jaipuria @tanayj

5 days ago

Saquon Barkley's angel portfolio is wild. Anthropic, Ramp, Anduril, Cognition among others

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Mookie @stretchmikep

5 days ago

For all the Ben Simmons stans…

NBACentral @TheDunkCentral

5 days ago

For all the Ben Simmons stans…

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TickerTrends 🔬 @tickerplus

5 days ago

$AEO +25% follow surprise beat in guidance clearly seen in our coverage earlier last month Misleading coverage was seen with titles like "-9% YoY foot traffic" for American Eagle We called this to be materially false weeks in advance

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JJ Watt @JJWatt

7 days ago

If we all put allegiances aside, Carolina Blue has to be 1.1 on the draft board when it comes to college color.

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Lyndon Baines Johnson @lyndonbajohnson

a week ago

Alexander Hamilton, who wrote about 67% of of the Federalist Papers, was born in the port city of Charlestown on St. Kitts and Nevis in the Caribbean, southeast of Puerto Rico. -OS

captive dreamer @avaricum777

a week ago

Alexander Hamilton, who wrote about 67% of of the Federalist Papers, was born in the port city of Charlestown on St. Kitts and Nevis in the Caribbean, southeast of Puerto Rico. -OS

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Mookie @stretchmikep

7 days ago

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Skull Cap Monastery 《♤》 @JDeLay75

a week ago

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Conch Shell Capital @TMTMoats

a week ago

This is why the multiple on the US market today cannot be compared to the past though market pundits love to do this - Tech is nearly half of the S&P 500 today (and has superior growth, balance sheet strength, durability, and returns on capital) The argument isn't that market…

Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi

a week ago

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David Eckert @davideckert98

a week ago

Texas outgained Ohio State 336-203. Going 0-for-2 in the red zone and dishing out the game's only turnover decided this game in the Buckeyes' favor.

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Texas Longhorns Sports @UTexasAthletics

a week ago

Texas gave up a 4th and goal touchdown on an extended drive by penalty. Texas gives up a crazy td on a long underthrown pass. Texas misses out on two touchdowns on 4th and goal opportunities and goes 1/5 on 4th down tries. This was really more about Texas beating themselves.

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Bob Elliott @BobEUnlimited

a week ago

It's just not credible for the Fed to claim to have a 2% inflation target when it's been 53 months above target and moving higher & they shift to further easing.