Fat Tail Capital

Congrats to all the process control bros who were saying that INTC needs a bunch of wafer inspection tools for external foundry- the only thing INTC is going to be inspecting over the next few years are the Apollo and Brookfield debt covenants.

Ted Sarandos with the earnings call filibuster where he names every show on Netflix

*MATTEL INTRODUCES BARBIE DOLL WITH TYPE 1 DIABETES *MATTEL’S NEW BARBIE DOLL WEARS A CONTINUOUS GLUCOSE MONITOR

9% of Americans eat 10 or more candy bars a week the fuck are y’all doing

Momo single manager shows up to dinner 20 minutes late asks two questions about AppLovin and Duolingo and peaces out before dessert. Prob having a better year than all of us.

fuck around and find out ft.com/content/072e90…

Rest easy, Tomcat.

For my A&D fam

*TRUMP ANNOUNCES PLANS TO LAUNCH NEW WIRELESS BRAND TRUMP MOBILE lol

Always Be Closing

Calling this third world behavior is disrespectful to the many great third world nations out there

20 minutes in and we already got 2 Warren Buffett quotes from Gary. $RH

*LUTNICK: CHINA TALKS WENT REALLY REALLY WELL *LUTNICK: EVEN THE CHINESE KNOW ITS TACO TUESDAY

In the year of our lord 2025, Apple is devoting more time to fonts than AI. #WWDC25

> be apple > richest company in the world, every advantage imaginable > go all in on AI, make countless promises > get immediately lapped by everyone > 2 years into the race, nothing to show for it > give up, write a paper about how it's all fake and gay and doesn't matter anyway

David Sacks at the White House right now

the real heroes are the Morgan Stanley dcm desk guys who offloaded their Twitter buyout debt last month

Any views here? Historically, it's been very correlated with the US labor market. Furthermore, a weak Mexican economy, immigration crackdown, and discussion of taxes on remittances should all lead to more, not less, remittances. reuters.com/world/americas…

we are really building up to the season finale

Tell me it’s II season without telling me it’s II season