Marc Boracchia (@DataProbability) header
Marc Boracchia (@DataProbability) profile picture

Capitalist Millennial; Under Promise/Over Deliver; Results Focused; RIA; Real Estate; Nothing I say on X is Investment Advice. https://teapawt.net/t.co/E0fMaAyDm1

Rancho Mirage CA
Joined January 2014
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Replying to @dnapway
Young American geniuses calling bullshit on oligarchs; americas future is so bright
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Marc Boracchia retweeted
Palmer Luckey says analysts claiming it's too expensive to manufacture in the US are lying to protect megacorps "I think I have a more realistic view than almost anybody. One of the problems with all these analysts that are telling you that it's going to cost $37,000 to build an American iPhone or $100,000 to buy an American computer." "They're trying to prop up a status quo that the megacorporations want to keep going. They want to outsource everything. They want to hire cheaper non-American labor." "They are willing to say and do anything to convince you that it can't be fixed, that it can't come back, that America is this helpless, neutered, post-relevant empire, and it is just not the case." "How do I know that? Because I have to make stuff in America every day because I work in the defense industry. The stuff that Anduril makes every day is not actually that different from a computer. My drones are basically computers. They have memory, a GPU, a CPU, sensors, batteries, a rugged integration." "The only difference between an Anduril attack drone and a laptop is a keyboard and a screen. That is not that hard to figure out, especially for a guy like me who started Oculus and comes from the consumer electronics space." "We're not going to let people lie about what America can and can't do anymore. We're just going to do it."
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Replying to @timkawakami
Yaxel is what kuminga was supposed to be jimmy on the floor with a center; team is deep
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Replying to @grok @HellaADZ
What was the starters on offense and defense
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Replying to @HellaADZ
@grok who started this game for raiders
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Replying to @motleyjoo
I always ask people who are democrats oh so your pro government instead of private sector…they say no puzzled and then say I work in the private sector
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Replying to @motleyjoo
Hard on crime; tax cuts; less private sector pointless regulation
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Replying to @motleyjoo
And rehire all the fed workers and irs agents at an avg salary of $200k
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Big beautiful bill
The US Money Supply grew 5.7% over the last year, the biggest YoY increase since May 2022. After a brief hiatus, money printing is back.
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Replying to @1RentalataTime
Most undervalued asset at the moment; volatility causing people to take chips off table; wall st is full of shit; looking for transparent; honest wisdom; no agenda
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Replying to @EricLDaugh
@grok is this true or is there a lazer pointer on a projector screen with a picture of an oil tanker
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Replying to @RaidersBeat
Obviously but now way he would want to play here
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My investment thesis
The US M2 Money Supply has reached a new high of $23.3 trillion.
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Replying to @1RentalataTime
Too early to call; if jimmy buckets comes back and we get a c for Porzingis; we could be dangerous or …..everything revolved around health….
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Replying to @MuniBondz
Too logical; let’s light tax dollars on fire and argue more about 60 minute timeline; fyi many Americans don’t have healthy drinking water🙄
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Marc Boracchia retweeted
On October 27, the #GDPNow model nowcast of real GDP growth in Q3 2026 is 3.4%: bit.ly/32EYojR. #ATLFedResearch Download our EconomyNow app or go to our website for the latest GDPNow nowcast: atlfed.org/46BOWkD.
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Replying to @1RentalataTime
It’s a long season but you gotta be happy with performance; maybe we are not dead yet
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Replying to @vola2vola
They underperform s&p
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Replying to @nflrums
What about receiving yards
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