r_bit_rage's profile picture. My name is Sweaty but you know dat already

Sweaty

@r_bit_rage

My name is Sweaty but you know dat already

in 2019 I wondered to myself, why tf is $ROL trading at 40x PE at a ~10% CAGR? in 2025 I wonder to myself, why tf is $ROL trading at a 50x PE, growing at a ~10% CAGR?


the odds of me making a career move to nyc were always low, but now they're 0 lol


Sweaty reposted

The Golden Age of Single-Manager Podcasts

Restructuring__'s tweet image. The Golden Age of Single-Manager Podcasts

Sweaty reposted

when your ai girlfriend was on aws us east 1

netcapgirl's tweet image. when your ai girlfriend was on aws us east 1

Sweaty reposted

The Interest Expense on US National Debt rose to a record $1.21 trillion in the last 12 months, more than doubling over the past 4 years. The US Government now spends more money on interest than it does on National Defense. Video: youtube.com/watch?v=YkHx_O…

charliebilello's tweet image. The Interest Expense on US National Debt rose to a record $1.21 trillion in the last 12 months, more than doubling over the past 4 years. The US Government now spends more money on interest than it does on National Defense.

Video: youtube.com/watch?v=YkHx_O…

Sweaty reposted

FinTwit looking suspiciously at those Oracle earnings:


I don't often go through the chore of hedging shitcos out of my passive exposure, but I'll be doing it for $PLTR $MSTR $TSLA This toxic waste has no business being 3-4% of my retirement account lmao


Sweaty reposted

JUST IN: $NBIS announces multi-billion dollar agreement with Microsoft for AI infrastructure. 🔥 Under this multi-year agreement, $NBIS will deliver dedicated capacity to Microsoft from its new data center in Vineland, New Jersey starting later this year. Arkady Volozh, Founder…

mvcinvesting's tweet image. JUST IN: $NBIS announces multi-billion dollar agreement with Microsoft for AI infrastructure. 🔥

Under this multi-year agreement, $NBIS will deliver dedicated capacity to Microsoft from its new data center in Vineland, New Jersey starting later this year.

Arkady Volozh, Founder…

Sweaty reposted

$MELI just launched its first 100% AI-generated ad. It honestly looks great… 🔥


Trump renaming DoD to Department of War Bullish $Dow


Sweaty reposted

The AI opportunity in US healthcare in one simple chart.

vaibhavbetter's tweet image. The AI opportunity in US healthcare in one simple chart.

Said another way, everyone's panic selling debt

$90 billion issued in one day while 30-year yields push toward 5%. The stampede to borrow before it gets worse.

junkbondinvest's tweet image. $90 billion issued in one day while 30-year yields push toward 5%.

The stampede to borrow before it gets worse.


Sweaty reposted

Breaking: Most of President Trump’s global tariffs were ruled illegal by a US appeals court.


Sweaty reposted

"All young men want is stable jobs with good pay and a chance at a comfortable middle class life—like in the 90's before trashworld!" Young men with stable jobs, good pay, and a comfortable middle-class life in the 90's:

RenOfMen's tweet image. "All young men want is stable jobs with good pay and a chance at a comfortable middle class life—like in the 90's before trashworld!"

Young men with stable jobs, good pay, and a comfortable middle-class life in the 90's:

Dan Ives talking about the AI party going til 4am, but it's only 9pm fam. What happened to the baseball innings cliche?


I've always rolled my eyes at "fascism this fascism that" but we're actually well on our way. Thanks for the small government, drained swamp, and pipe dream promises. Liars.

Howard Lutnick on CNBC indicates that the Trump administration will try to partially nationalize defense companies like Lockheed Martin



Sweaty reposted

I’m begging people bearish software to go work in a large corporation, particularly a regulated one, for a few years and try bringing up insourcing and see how far you get with that.


Ok, think this is actually sell criteria.

PayPal is hiring someone to build its CEO's personal brand for $236.5K/yr interesting times we live in

vascoabm's tweet image. PayPal is hiring someone to build its CEO's personal brand for $236.5K/yr

interesting times we live in


Sweaty reposted

What matters is not education or money, but your persistence and the intensity of your desire to learn; that failures, mistakes, and conflicts are often the best education of all; and how true creativity and mastery emerge from all this.


Can I get a one time price adjustment to my salary?


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