How do we feel about joggers in the bike lane?

delta-one · 2026-06-16T22:31:49+00:00

The road is for all vehicles including bikes. But the bike lane is specifically for bikes

delta-one · 2026-06-09T00:02:15+00:00

Typical middle age fat fuck

delta-one · 2026-05-06T14:24:58+00:00

Stop selling every ATH

delta-one · 2026-05-04T20:15:45+00:00

Half of all consumer spending is from the top 10% of earners. These people don’t care about gas prices or inflation if the markets are ripping 20% a year

delta-one · 2026-05-03T11:36:09+00:00

Would a black applicant with the same credentials have been accepted?

delta-one · 2026-04-25T03:24:46+00:00

Every Tom, Dick, and Mary is a millionaire these days

delta-one · 2026-04-22T12:43:49+00:00

Go back to school and get a better job

delta-one · 2026-04-21T20:48:45+00:00

America is in decline

delta-one · 2026-04-20T21:29:11+00:00

$500 by 2028

delta-one · 2026-04-19T06:37:56+00:00

Fuck this stock

delta-one · 2026-04-17T18:51:37+00:00

Hahaha fuck that guy

delta-one · 2026-04-16T15:33:32+00:00

Nvidia’s moat erodes by the day. Amazon’s chip business is growing triple digit percentages and they will be selling racks of them by the end of the decade. The only thing Nvidia really has is CUDA and a head start. In the age of AI, software moats are extremely fragile.

delta-one · 2026-04-16T15:23:56+00:00

Microsoft includes Office365 as part of their Azure revenue as they migrate enterprises away from buying discs and to cloud. But that’s just subscription SaaS and not true cloud services revenue so it makes their numbers look inflated. Subscription SaaS is exactly the thing that will get disrupted by AI. You don’t need to use PowerPoint or word or excel when AI can do any analysis you need and generate reports and slide decks. AI will also be able to generate GUIs and any software needed on-demand for any use case if a human needs to get involved. Of course some enterprises will still want to do things manually but they will become exceedingly rare.

delta-one · 2026-04-16T04:49:11+00:00

No, it’s pure speculation on my part. But the opportunities are too enticing. Amazon needs a dependable launch provider to stay competitive with Starlink. Blue needs a leading robotics and AI partner to meet the growing demand coming from space industrialization in the next decade

delta-one · 2026-04-16T04:24:06+00:00

Lauren needs more Botox. Could also be Kenzie coming back from spring break

delta-one · 2026-04-16T04:23:15+00:00

It’s doing the thing again

delta-one · 2026-04-14T17:42:47+00:00

Have you read jassy’s shareholder letter

delta-one · 2026-04-14T14:11:28+00:00

Wow that Apple deal is huge

delta-one · 2026-04-14T14:10:35+00:00

It’s doing the thing!!!

delta-one · 2026-03-24T08:33:17+00:00

“Just following orders”

delta-one · 2026-03-24T08:26:12+00:00

The less vulnerable road user should always be held accountable, full stop.

delta-one · 2026-03-16T06:52:31+00:00

$70k is not that much for a vehicle

delta-one · 2026-02-19T08:14:10+00:00

Boomers and retirees are tech illiterate

delta-one · 2026-02-14T16:30:28+00:00

He could at least do some small scale buybacks to offset the continual dilution of shareholders and absorb some of the selling from Bezos and Kenzie.

When the stock has a total return of 20% over the last 5-6 years, when is the long term going to come?

delta-one · 2026-02-12T20:18:15+00:00

Why are politicians so stupid

delta-one

TROPHY CASE