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“You mothafuckaaaa!!! You can’t fucking guard ME!!!” 😭😭😭 Historic NBA moment. Real hoops. Real negativity is back.
SAAR is down 7% - revenue is up 47% - the simple difference is content per car in automotive
Fam 😂
Semiconductors have outperformed payments by 71% from the markets pre Covid high through last Friday. While also outperforming every other tech sub sector. Payments are actually down vs. their pre Covid high. Via PC at GS
I recently layed out why I am long $TXN (5% portfolio). They had their capital management presentation this week laying out the next decade. Let's dive into it a little 👇 Retweet if you enjoyed
Here's a more granular breakout and what they expect their internal vs external percentages are going to be. TXN is in housing more overtime, and I'm encouraged by their smoothness of the capex curve.
Why I bought more $TXN shares and why they are more than just your highschool calculators. A thread 👇
How come nobody is talking about how this girl from @NextLevelFOX looks exactly like Skyler from @BreakingBad 🤔
Thanks to the Chip Shortage, Texas Instruments Is Worth $170 Billion I believe this title was meant to say "Thanks to building one of the most durable and profitable businesses in the world..." wsj.com/articles/thank…
wsj.com
Thanks to the Chip Shortage, Texas Instruments Is Worth $170 Billion
Even in the digital age, analog chips such as those the company makes are essential, and they are in short supply.
The future slaps: Techno-optimism for 2022, by @Noahpinion noahpinion.substack.com/p/techno-optim…
Post surgery movie #2 A ★★★★ review of The Third Man (1949) by jtichelman on @letterboxd: boxd.it/29OLpf
letterboxd.com
Diary entry for ‘The Third Man’ (1949) ★★★★
Diary entry for ‘The Third Man’ (1949) ★★★★
Post surgery movie #1 A ★★★½ review of The Sting (1973) by jtichelman on @letterboxd: boxd.it/29NUMZ
Kinda weird england isnt better at soccer considering they have all the wizards 🧐
I see your tweet failed to mention all contexts and exceptions. Prepare to be exterminated.
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