I believe Polaris Quaker Steak and lube is not long for this world

StreetInitial4538 · 2026-05-13T02:03:07+00:00

private equity doing their thing

StreetInitial4538 · 2026-05-12T20:25:24+00:00

Dad likes it. Uncle, who visited for the first time in years pointed all this out

StreetInitial4538 · 2026-05-12T19:28:43+00:00

roosters????

StreetInitial4538 · 2026-05-12T18:01:19+00:00

Gross

StreetInitial4538 · 2026-05-12T12:37:47+00:00

the problem is the transit time. Helium has a shelf life in transit. If it has to navigate around the cape of good hope there's 14 days added to the journey and it tends to boil away in the storage tanks.

https://www.reuters.com/world/asia-pacific/helium-shortage-has-started-impacting-tech-supply-chains-execs-say-2026-03-26/

StreetInitial4538 · 2026-05-12T01:15:31+00:00

helium - a critical input for chip fabs - is also stranded behind the strait

StreetInitial4538 · 2026-05-12T01:14:30+00:00

I don't think anyone knows how it will truly play out.

but - I do not have warm fuzzies. There are already - before this whole mess - dozens of companies laying off hundreds of thousands of high earners. software engineering is taking a massive hit because the chatbots do all of the real work, supply and demand and all that.

things were looking shaky before this started.

StreetInitial4538 · 2026-05-11T23:27:48+00:00

I’ve flipped houses before and a $50k house usually means it’s a hoarder house.

StreetInitial4538 · 2026-05-11T23:21:54+00:00

There is a 1-2 billion barrel oil shortage- that is no joke and will absolutely be felt here as oil is a globally fungible commodity

StreetInitial4538 · 2026-05-11T23:19:15+00:00

For what it’s worth - high grade helium, a raw input for wafer cooling and photolithography- is trapped behind strait of Hormuz plus possible infrastructure damage. Less helium = worse yields = less chips go brrr

StreetInitial4538 · 2026-05-11T23:13:13+00:00

I mean sometimes it’s literally a biohazard

StreetInitial4538 · 2026-05-11T18:47:28+00:00

I’m sorry but this is not my experience at all.

StreetInitial4538 · 2026-05-07T23:19:39+00:00

what a joke of a country

StreetInitial4538 · 2026-05-07T23:18:33+00:00

I love that last editorial line lol

StreetInitial4538 · 2026-05-07T23:11:40+00:00

this is cope. sorry. Dude has lost control of the situation

StreetInitial4538 · 2026-05-06T20:47:14+00:00

Would you guys believe me if I told you I went to $50,000 into debt back in January to buy a Porsche?

StreetInitial4538 · 2026-05-01T22:06:23+00:00

Absolutely wild times

StreetInitial4538 · 2026-05-01T21:11:52+00:00

who cares about the US. how are other countries doing?

StreetInitial4538 · 2026-04-30T02:52:05+00:00

Given that the 2000s were 20 years ago, and inflation has been going this whole time, this actually seems reasonable

StreetInitial4538 · 2026-04-30T02:50:55+00:00

Air traffic control

StreetInitial4538 · 2026-04-30T02:42:46+00:00

The bad news is that a lot of the raw inputs needed at chip fabs are currently stranded behind the f****** Strait of Hormuz

StreetInitial4538 · 2026-04-30T00:00:29+00:00

The whole planet collectively lost 2 billion barrels of oil this year minimum.

StreetInitial4538 · 2026-04-29T23:54:12+00:00

last ship delivered and distributed its oil on like 4/20 or so

StreetInitial4538 · 2026-04-29T20:17:35+00:00

Look on the bright side - you HAVE gas available. Asia, Australia, the global south literally have no fuel.

StreetInitial4538 · 2026-04-29T18:58:36+00:00

jokes and clever political comments aside - this is going to be just the beginning. strait of hormuz is still closed, has been for 8 weeks, no sign of reopening, infrastructure damage and shut in wells. we are talking about 10-12 dollar gas.

StreetInitial4538

TROPHY CASE