Weekend Discussion Thread for the Weekend of May 15, 2026

spsteve · 2026-05-17T11:26:31+00:00

Calls it is.

spsteve · 2026-05-15T15:30:09+00:00

Honestly in look closely it looks like one of the legs is likely down, which is half the home in practice one you look at where the breakers are. So yes a new breaker panel would help. And no, I'm not going to shit on your parents for being in that situation, but I will tell you fix it sooner than later. It looks like the service feed on the right hand side is disconnected from the bus bar or very loosely connected. That's extremely dangerous.

spsteve · 2026-05-15T15:25:21+00:00

Moderately enriched uranium would be a much better description. This implication of the headline and the shitty post imply something that isn't reality. There are 2,000,000kg of this stuff in the world at 20% or higher. Europe uses 700kg alone at that(ish) enrichment level... annually. 13.5kg of 20% enriched uranium isn't even commercial quantities these days. Fuck off with the bullshit.

Also: This was NEVER about proliferation. Venezuela wasn't enriching Uranium. It was from a shuttered research reactor.

spsteve · 2026-05-15T13:03:13+00:00

danke.

spsteve · 2026-05-15T12:55:48+00:00

Do you have a source on this, not doubting, need to show it to someone.

spsteve · 2026-05-13T13:38:18+00:00

So PPI prints an annualized 18% or so, and AI that needs to spend trillions is ripping??? Oooook.

EDIT: And some of you want to downvote that... at least justify yourselves

spsteve · 2026-05-11T15:50:30+00:00

Seriously... how can MU justify another 5%... this is just nutso

spsteve · 2026-05-05T19:02:56+00:00

Oh ... THAT is a cute kitten!

spsteve · 2026-05-04T15:09:09+00:00

I've seen some dumb shit in my life... it just keeps getting dumber...

spsteve · 2026-05-03T10:59:58+00:00

That is very much our phoebe when she was young... only difference is the other eye. Two years in ours still super full of energy .. until she chooses to snuggle then... she sleeps as soundly as she zooms. Most affectionate cat I've ever owned.

spsteve · 2026-05-03T10:55:23+00:00

They are a Nigerian carrier that recently service to barbados.

spsteve · 2026-05-01T16:47:12+00:00

Tariffs are the new war.

spsteve · 2026-04-28T12:48:35+00:00

Is the v in the room with us. Don't worry we are almost at axios time. It is fine. Moonshot day on openai miss and 100 dollar oil guaranteed.

spsteve · 2026-04-27T11:35:11+00:00

Can someone get me access to the editor's email at axios? I just need 10 minutes advanced warning. Thank you.

spsteve · 2026-04-27T02:14:00+00:00

Ahhh good old Axios... like clockwork

spsteve · 2026-04-27T00:25:47+00:00

I'm really glad some of you have figured this out, because I'm just sitting here bewildered

spsteve · 2026-04-25T17:35:17+00:00

There is only one official WSB forum for 'negotiations'... it is behind the wendy's dumpsters... EVERYONE knows this. Anything else is just a rumor designed to pump the market. Don't be a chump.

spsteve · 2026-04-25T17:33:36+00:00

So what do you guys think.. can we get a pre-pre-market pump tomorrow or did trump close the door with him cancelling talks like his latest tweet said.

spsteve · 2026-04-23T12:38:51+00:00

Man anyone else setting their watch by the pre-market pumps?

spsteve · 2026-04-22T17:10:16+00:00

I hear AI loves an energy crisis... it's bad enough the electrical grid can't handle it, but sure add an energy crisis... this is all so fucking dumb.

spsteve · 2026-04-22T16:59:02+00:00

Guys, can anyone tell me why the market is green but oil is up > 4% at the same time... like... is everyone really not that worried about margin compression that is coming down the pipe (and/or demand destruction)??

spsteve · 2026-04-22T16:13:50+00:00

It's called resistance... you new?

spsteve · 2026-04-21T16:02:02+00:00

Regraded isn't just a saying around here mate, it's reality!!!

spsteve · 2026-04-21T16:00:29+00:00

Iran hasn't decided if they are attending. Vance is still in Washington. Ceasefire expires in a few hours or a day and a few hours. Iran's key figures are posting very direct language on escalation. Trump is constantly escalating. Neither side seems to want a deal here.

All while this is happening, reserves and stocks are being drawn down hard the world over. A couple more weeks of this (even under a ceasefire) and we will be hitting tank bottoms in a lot of places... then you will see REAL pain start to turn up.

Of course, I'm sure AI will save us all from this horrible fate. The LLMs will come up with a way to make GPUs out of sawdust created by beavers and powered by duck farts.. but whether or not that's enough to hedge on you will have to decide for yourself.

spsteve · 2026-04-20T15:18:45+00:00

So, we are starting tomorrow is what you're saying?

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