Next 12 months might be tough, but Duo will be beginning of a new super cycle

Ain't no podcast like a Patel bros. podcast How did neither of you mention open source as something that will: 1) Decrease the ROI to labs thereby saving the world economy 2) Defeat the centralization of power hypothesis?

What was the subtle comment that it would take one quarter to fix?

I wanted to tell you not to sell TPB for D&D (iirc)

I knew nothing, followed some of your recs, and I think I made more money than you so appreciate the tweets. Owned swedish match, rode TPB down and 10x'd my size at $40 (sold at $110), rode MO until I flipped short before earnings yesterday, and I still own BTI.

your circle of competence 😉

TPB might have the most exposure to 15?

Yeah Altria moving is definitely a big sign. Need to read the transcript. If that's the case, long BTI/short MO is the play imo

But I don’t think BAT has any PMTA authorization for pouches (similar to TPB). My worry is high doses might be banned across board, but in meantime BAT and TPB deciding to ask for forgiveness instead of permission. Escalator up / Elevator down.

FDA might be coming for the bigger doses though

Why or in what instances do you use Gemini over Claude?

Better than a covered call, put on a collar. Use the premium from selling the call to also buy a slightly out of the money put option. If the stock is actually overvalued and trades down slightly, you make money while retaining the position that you still want to hold long-term

Was sitting on the 11th grandstand and watched you on 10, 11, and 12. Curious why you try to hit a cut off 12th tee instead of hold a draw against the wind?

@buysidedigest I think your email system is broken. Can't reset password or sign up for a new account

Whatever xAI didn't want, Anthropic more than made up for.

AMZN and V/MA

american foundry, supply bottlenecks, and vibes-based multiple expansion

Today? AAPL partnership

Where do you get the scanner data from?

Your friend is less wrong than you think. Professional photos that are obviously professionally taken in a single-day shoot comes across as extremely try-hard. Key is to have professional photos that look natural, which a very small percent of photographers do well