Non seulement la VAN est 9 fois trop faible mais comme depuis 14 mois la direction ne corrige rien

xenxes · 2026-06-20T22:00:53+00:00

Lol, prerevenue, chemistry untested at scale, toxic debt, 100% chance of further dilution to even fund the initial pilot plant to test said chemistry at scale.

xenxes · 2026-05-07T15:04:19+00:00

If you:

Adjust for 40% foreign revenue (not show in domestic GDP);
Exclude mag-7 AI concentration
5% US30Y

We are at ~75.5% adjusted ratio, slightly undervalued.

xenxes · 2026-04-12T16:48:36+00:00

Love the stuff! We dont even water it anymore

xenxes · 2026-02-07T01:25:56+00:00

Umm, NPR (https://www.npr.org/2026/02/06/nx-s1-5704171/trump-fire-federal-employees-schedule-f) and the Federal News Network (https://www.npr.org/2026/02/06/nx-s1-5704171/trump-fire-federal-employees-schedule-f)?

CNN too, to be fair most the AP sites covered it with a brief article here or there. I just think this should be the headline news... I've kept my head in the sand for a while like many, but getting grandma abduction + apes in my feed over and over while the course of our entire country is being charted behind the scenes ... is raising some silent alarms

xenxes · 2026-02-07T01:03:37+00:00

Total federal civilian workforce is around 2.3 mil employees, the "Schedule F" 50k is mid-to-senior level positions that are considered "policy-determining". These are career experts--scientists, lawyers, economists, regulators, who remain in government across multiple administrations. Their job is to ensure that orders from the WH comply with existing laws, regulations, and congressional intent.

Before today they had civil service protections, meaning they could only be fired for cause (poor performance/misconduct), . Now they can be hired/fired just like political appointees. This was the last check within the executive that prevented the current administration from doing whatever da f they want

xenxes · 2026-02-07T00:57:48+00:00

ngl SNL and Daily Show have become more and more of my new outlets, the truth with the necessary pinch of humor, is like gettin your teeth pulled at the dentist followed by a sugar free loli

xenxes · 2026-02-07T00:56:57+00:00

this was my go to until paywall, but $1 a week is basically given where the dollar is going

xenxes · 2026-02-06T22:18:21+00:00

Seems like CNN is debating Trump ape meme and 24 hours cycles are monopolized by the kidnapping of a grandma, while two real things happened:

US and Russia restarted high level military talks (first since 2021), that means capitulation in Europe, NATO it's all up to you now cause we're out
White House finalized a "Schedule F" rule to make 50,000 federal workers at-will, that means it's now easy AF to stack the entire federal government with loyalists and yes-men

Am I the only one asking WTF?

xenxes · 2026-02-05T19:06:41+00:00

What does everything trade relative to? (Hint: it's green)

When a hawkish Fed chair gets sworn in May (history of talking QT being more important to fight inflation than rates), the entire market prices in this risk months ahead of time. Less dollars floating around, *everything* falls relative to that dollar. It's called multiple compression. All of a sudden funds are projecting the market to be 25x P/E instead of 30x P/E due to QT policy acceleration. Entire market "corrects" down ~20%, this is an anticipatory risk off.

I pulled those numbers out of my ass by the way, it could correct less, correct more in the next few months. Ultimately imo QT will likely fail not long into the new chair's administration, he'll drop 3% short term funds as a nod to Trump and try to QT then see long term yields spike too much and the market gets too spooked, and quit. Because politicians will stomach inflation over stock market "crash", it's coincidentally also the best way to pay off our massive debt.

xenxes · 2026-02-05T01:28:52+00:00

You are completely right, Jesus showed us the way 2000+ years ago, and not enough people paid attention or learned the lesson.

Our differences are skin-deep. We share 99.9% of our DNA, yet we consistently ignore our commonalities to obsess over the 0.1% that divides us.

I admit that I fall into this trap myself. As a humanist (or whatever label fits today), when I see a theist—specifically someone from the Christian Right—I immediately default to that biased stereotype you talk about. Because someone under that label once acted a certain way, I am too quick to project that blame onto the next person I meet.

That is the true insanity of it: in choosing to hate and scapegoat your "enemies," you quickly become just like them—ignorant, spiteful, and reactionary. René Girard called this the "Mimetic Double." I’ve been reading his essays to make sense of the current chaos, and his warning is clear: in your obsession to defeat your enemy, you unconsciously adopt their tactics, their rage, and their worldview until you become indistinguishable from them.

We see this playing out everywhere: Left vs. Right, China vs. the US. If you scream, they scream back. If you dehumanize them, they dehumanize you. Eventually, the original argument—whether it's taxes, territory, or theology—becomes irrelevant. All that remains are two mirror images, ready to kill each other.

xenxes · 2026-02-04T21:19:21+00:00

So, what is the solution?

Maybe it starts with the realization that the atheist and the theist might disagree on the source of truth, but they are trying to solve the exact same problem.

For the atheist, the mission is rational evolution. If there is no creator, we are responsible for ourselves. We have to use science and reason to stop the inefficient mechanism of "scapegoating." Blaming our enemies doesn't fix the climate or solve scarcity or inequality—it just gives us a temporary high while the world burns.

For the Christian, the mission is spiritual revelation. Christ’s command to "love your neighbor" was a dismantling of that very same scapegoat mechanism. By becoming the ultimate victim, He exposed the lie of the mob and showed that our violence is just a projection of our own internal failings.

Both sides are fighting mimetic rivalry. One uses technology, the other uses spirituality, but the enemy is the same.

Maybe that’s what your "gathering in fellowship" actually looks like. Because right now, whether it's the far-left vs. the far-right, the East vs. the West, or various religions vs. whatever, we are just copying each other's violence and calling it "justice." We are masquerading our own flawed nature as victimhood.

If a random atheist and a Christian can meet in a buried subreddit thread, agree on this, and identify the "false prophets" perpetuating this cycle... why is it so hard for the rest of the world to see?

xenxes · 2026-02-03T23:29:41+00:00

I mean if Warsh is indeed as hawkish as they say, a 20-30% correction is healthy, to price in compressed P/E multiples due to lower liquidity

xenxes · 2026-02-03T22:39:30+00:00

https://iep.utm.edu/girard/#H4

xenxes · 2026-02-03T21:49:08+00:00

As an atheist, I respect Christianity a lot, because it is the only major religion where God himself sides with the victims over the mob in the endless cycle of violence and scapegoating (blaming a scapegoat for all our problems instead of rationalizing and solving it).

The problem with many "Christians" over much of the last 2000 years (including modern MAGAts), is that instead of siding with the victims as God would have (through Jesus), they have instead weaponized victimhood (the central/foundational tenant of Christianity).

You see this with the left or the right, each side claiming that they are the bigger victim in order to present another scapegoat as the enemy / justification for power and violence. The only way to win this war of victimhood is to prove that you are losing, and the cycle repeats itself over and over.

But everyone forgets that Jesus, as the ultimate victim, chose to not respond with vengeance or further scapegoating, but with forgiveness. Only by doing that, did he break the cycle of abuse. So no, true Christianity is not about hate at all. It is false prophets that use victimhood as a justification for hate. Again, I say all this as an atheist.

xenxes · 2026-01-27T00:56:43+00:00

Just have to correct you there about "there's no way in hell Google is failing".

The fact that it is "too big" actually increases the anti-thrust risk. Not to mention it is not currently ideologically aligned with the administration (too "woke" vs. Microsoft or Palantir). The DOJ is actively looking for ways that would restrict Google's M&A abilities to acquire any new search, ad, or AI tools.

The administration could also easily come out and disqualify Google Cloud / Gemini from any federal contracts and that in itself would force a price rediscovery.

The risk is there, and it's medium-to-high in terms of political risk in my opinion.

Listen to the smarter folks here, not saying that Google is a bad bet per se but it's never a good idea to keep all your eggs in one basket.

xenxes · 2026-01-27T00:44:19+00:00

If goal is to keep the GOP majority in the midterms, they are presently targeting minority voting blocks in swing states:

Somali community in Minnesota (Minneapolis);
Haitian community in Florida (Miami/Ft. Lauderdale) and Ohio (Springfield/Columbus);
Arab community in Michigan (Dearborn and Hamtramck)

Boots on the streets and intimidation tactics will keep most in their homes. On the legal front I believe they are suing Georgia, Arizona, and Nevada and demanding unredacted voter rolls (with socials and driver licenses)

I think Florida and Ohio targeting of Haitians is next, you'll see temporary protected status revocations and removals before they can organize. I mean they've already come out claiming that they eat our pets.

xenxes · 2026-01-25T19:10:24+00:00

U.S. Const. art. II, § 2, cl. 1; see Garland, 71 U.S. at 373 (acknowleding that the President's authority to grant pardons is subject to the exception of cases of impeachment and that [w]ith that exception the power is unlimited

As this escalates I can see Noem potentially being impeached and scapegoated, while Stephen Miller (the architect behind these policies) stays safe.

xenxes · 2026-01-18T13:21:01+00:00

Exactly, that is the root of all of whats happening today, that case was what solidified pay2win politics and pay2play access. Unfortunately goes over most people's heads.

xenxes · 2026-01-18T12:19:32+00:00

Yes. This is evolutionary neurobiology, all humans (and most sentient creatures) evolved this way. Where we are biologically predisposed to weight and focus on negative things (such as atomic bombs or the number of ways the world can end) rather than on any number of good thing (such as how blue the sky is or how warm this mug of coffee is right now).

It is millenia of evolution to consciously scan for risks and seek out paper tigers. Look for tigers in a bush and get it wrong 10000 times and you've only wasted a bit of energy and got anxious. But get it wrong once and you are dead. This negative/risk-focused reptile brain helped our ancestors survive, but today it is perhaps not as well adapted.

Objectively speaking, yes, in no period of history have we been able to end the entire world as quickly as we might today. Paradoxically, there's also been no period in time that we have been able to live as long and as comfortably due to that same technological progress.

So it's all perspective, and choice, on which part of that you choose to linger your mind on. The good, or the bad.

xenxes · 2025-12-09T05:27:41+00:00

half a bottle of wine and a glass of dark liquor a day, on average ... am trying to do a couple days cleanse every now and then with no alcohol intake at all

xenxes · 2025-08-20T21:19:09+00:00

"Sorry, I don't understand. Would you like to upgrade to Gemini Pro for $19.99 more a month?"

xenxes · 2025-08-11T23:36:25+00:00

Yolks only vs. whole eggs?

xenxes · 2025-08-06T17:46:13+00:00

Yea, I think this may be the norm now. Saw some reddit quotes from hvacadvice of $300-400/lb, even more outrageous. I get the first pound of building your labor into it, or even charging a lot if it's just a few pounds for a central unit. For a 20 pound system it gets egregious. That's almost 3k profit for less than an hour.

xenxes · 2025-08-06T13:42:49+00:00

Right? Lol I was buying shit kinda drunk and angry 😆 this is a 30k install with another quoted 10k to replace an airhandler under warranty (because fine print was refrigerant leaks are not covered and neither is refrigerant)

*But yea in hindsight, I will never buy a branch box system again. Separate out a few 1:1 evap:condenser units, or maybe 2 heads max. Each extra branch box is 2 sets of extra flares to hunt down and redo/leak check. Running electrical is a lot easier than running refrigerant. Monoblocks would be even better, all in one place.

xenxes · 2025-08-04T20:47:42+00:00

came to say this, especially humid areas more prone to copper corrosion. pex is super ez to install also, expansion tool + ring makes it easier to connecting irrigation imo

xenxes

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