finance, box management, anti-slop. my opinions only, NFA.
Joined February 2025
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financer retweeted
Tempe has turned off its Flock automated license plate reader system and will end its contract with the company. The cameras are no longer collecting license plate data, and Tempe will not seek another company to replace the system.
While the cameras have helped Tempe Police solve crimes, recent misuse of automated license plate reader systems in Arizona and nationwide has raised concerns about the risks that come with the technology.
Tempe Police has found no misuse of its own Flock system.
Flock will remove its cameras, and previously collected data will be automatically deleted after 30 days unless it is connected to an ongoing case or investigation.
Read through the slides to learn more about the decision and what it means for Tempe.
financer retweeted
CHART OF THE DAY: Venezuelan oil production level over the last 100 years.
What comes next? The oil reserves are still there — but political stability, lots of money, and time are needed to see a revival.
financer retweeted
The two biggest narratives about AI right now are that (1) it’s a massive bubble (i.e. totally fake) and (2) about to give rise to superintelligence (i.e. totally real). Both narratives can be fake (which is what I believe) but it’s very unlikely that both can be true.
financer retweeted
$VRT (4x)
AI infrastructure continues to be the leading theme:
Hyperscalers: $GOOGL $MSFT $AMZN $ORCL $BABA
Neocloud: $NBIS $IREN $CRWV $APLD $GLXY
Semis: $NVDA $AVGO $AMD $TSM $ASML $ARM $KLAC $INTC $LRCX $CDNS
Memory: $STX $SNDK $MU $WDC $PSTG
Networking: $CRDO $ALAB $CLS $RMBS $ANET $CIEN $UI $COHR
Servers: $SMCI $VRT $DELL $HPE
Data: $INOD $PLTR $SNOW $DDOG $MDB
Energy: $VST $CEG $LEU $OKLO $BE $TLN $GEV
financer retweeted
NEW $3 BILLION HQ
JPMorgan $JPM opened its brand new $3 Billion Headquarters this week in center of New York City
The new 60-story building right next to Grand Central station will hold 10,000 employees xitter.cf/exec_sum/status/198177…
The tower has 19 restaurants and an assortment of coffee shops that employees can order from in a building-specific app and get it delivered to their desks
The HQ also includes a state of the art wellness facility, medical services, meditation spaces, a company store, and biometric access—and it’s open all hours of the day.