LC

I would imagine these big training data centers are actively managing GPU temps and voltage. They can extend the life to 6 years if needed.

Oh he'll set her up in a club Fed and pardon her on Day 1460. But I think we are seeing progress: Months ago it was "Trump can do no wrong!" If something went wrong, it was the other guy's fault! Now we've clawed our way to: If something goes wrong, well what does it matter anyways? Geeze just get over it! Stop letting the President impact your life! So I think that's a teeny tiny bit of progress from the right in terms of taking a little bit of responsibility! It's like seeing a child grow up right in front of your very eyes, so heartwarming!

Great letter. I think stepping down is a good thing. IMO he should've done it sooner...this letter reads a lot more forgiving and human than his annual reports. I really enjoyed reading it.

All it takes is a little $$$ to get Michelin to tour your city. I'm surprised LV and Michelin haven't already agreed on a price. But ultimately may not be in the casino's best interest. They want degenerates, not foodies who don't gamble.

You guys are still listening to DT when he talks?

Well, the flip side to this argument is: Should we be extrapolating something that's been going on for only 5-10 years to an environment that has thrived over the past 100-150 years, surviving tons of previous 5-10 year "crises? Guess that's what makes a (florida real estate) market!

Not a perfect proxy but: The reality is that other cities in the US have been growing faster than NYC, but that is not the same as NYC shrinking. I think that is a combination of the tech boom and COVID/remote work.

https://www.thedailybeast.com/air-traffic-controllers-start-resigning-as-shutdown-bites/ MAGA at work!

They’re leaving New York! https://www.instagram.com/reel/DQxQUHokkNZ/?igsh=MTA2d3ptb3hudHRxeA==

Obviously: https://newrepublic.com/post/202897/fbi-informant-alexander-smirnov-lied-biden-released-jail

COBF today, myself included:

@gfp is out here single-handedly ensuring the US financial reporting system is staying on the rails. Well done! @SEC/Paul Atkins get your act together, ya bums!

Forget the supreme court, the real victory was just won: https://www.cbsnews.com/news/sean-dunn-dc-sandwich-thrower-trial-verdict/ Man who threw sandwich at federal agent in D.C. found not guilty of misdemeanor after trial

I wonder if it's an issue of scale? I'd imagine given their digital-first nature and relatively small size, they could make pricing/underwriting decisions quickly if they were writing what are ultimately unprofitable deals.

"Why bother having a fire extinguisher in the kitchen when we live across the street from the fire department?" Because it would've prevented millions of illegal immigrants from entering the country in the first place. Saving billions in expenses and preventing the use of unconstitutional ICE kidnappings.

https://www.fairfax.ca/wp-content/uploads/2025/11/FFH-2025-Q3-Interim-Report-Final.pdf Reported EPS of $55.90 (vs consensus estimate ~43.xx: where is @Brett Horn?) @Viking I think you called it - good analysis Looks like they repurchased 285,144 shares in Q3, and another 107,525 shares post-Sept30.

Biggest MAGA complaint is too many brown people. When Biden tried to pass a strong border security bill that the Republicans built, Trump told them all to vote against it. Enough said!

This is a great post - in so few words, it illustrates the man emerging from Plato's cave, looking out onto the vast expanse of wonder and illumination, throwing his hands up and exclaiming, "Nah, not for me" and climing back down into the cave.

Great evidence that stupidity is not determined by skin color Take that, racists!

Paying 9% to NYC gets you culture, society, etc. Paying 7% to TrumpTariffCo. gets you ICE kidnappings and BribeCoins! He's a salesman!

Conflicting messages from Trump vs. Leavitt about whether to continue starving the poorest Americans or not https://www.huffpost.com/entry/trump-snap-benefits-shutdown_n_690a2678e4b0d65f7022f8d2?w4q?utm_medium=Social&utm_source=reddit&utm_campaign=us_main Nothing says "you better buy what I'm selling" like the existential threat of starvation. What a salesman, indeed! Now the real question is how can Trump funnel this SNAP money into his own pockets? Perhaps via a newly released StarveCoin!?

Fair point, I mean my favorite example is the bipartisan border control bill that gave Republicans everything they wanted, except for the fact that Biden proposed it. Not that I particularly like that example as ultimately what counts is getting good things done. Biden tried to do good but didn't get it done. Trump is getting stuff done but none of it is good It's the one thing I''ll give Obama credit for: Obamacare was IMO the first major piece of societal legislation seen since the Patriot act. Love it or hate it, he got it done. You can imagine I am a proponent, other may not be - but at least it isn't blatantly unconstitutional.

An old mentor used to say, "There is no Switzerland" Anyone can say how "both sides are bad" and "all politicians are terrible". Of course they are right. But we live in the real world, it's almost worse not picking a side. How many anecdotes before it becomes reality? Here's another: https://www.chicagotribune.com/2025/11/03/chicago-woman-collision-ice-accountability/?clearUserState=true#mhjguwblyk0ai6p9byh Personally I'm so grateful ICE was able to abduct this obviously illegal US citizen and soon-to-be-confirmed domestic terrorist before her son's pikachu pinata IED killed millions of beautiful white kids.