Man it must be wild to live your life this gaslit.
Its just really important to identify it and call it out when you see it. Even with the way they downvote brigade, its important to put them on display.
Remember when any one who criticized Trump was a bot or a shill or whatever according to r/TheDonald...
Anyway Pepperidge farms remembers..
He might want it to not be such a big story. It will be regardless.
Would pretty much guarantee whoever filled his spot became president.
100%. Biden is and has been the worst possible candidate.
I'm making a called shot at a distance.
He had his meeting with the Governers today. I expect the announcement maybe Thursday evening, then the interview to explain Friday. The test balloons went out and came back this weekend. The goose is cooked.
Friday. His interview with Morning Joe.
Yeah he's leaving.
He'll be announcing Friday on Morning Joe.
Probably get a different candidate.
So if Pence would have died, that would have been an official act.
Maybe I didn't make the point clear.
The DNC is run by corporatists, who are bad at running and winning elections. But they, through their spokespeople, maintain a perception of knowing, in-spite of the perpetually increasing body of evidence that they are bad at this thing.
Democrats are bad at politics, and in-spite of themselves, progressives have swooped in to save the day time and time again. Yet they insist they know what they are doing. That they know better.
Emphasis mine. It was a captured field, with a performative primary - Hillary/‘s campaign abused their position against a broke DNC and elevated herself above all others.
Supreme court also ruled that this was fine and very cool, very legal.
There is at least a pretty vocal and apparently substantial cohort of blue maga that claim "blue no matter who" but really mean that they won't consider any other option other than Biden. Its clear as day that Biden isn't going to win this thing; we usually don't "know" things this clearly or confidently this far out, but really, the writing has been on the walls for over 500 days. Biden's never been winning in this election, not before the 2024 campaign started, not since.
The reality is that progressives and lefitsts are a minority, if at all present in DNC leadership. This is the same production company that brought you memorable hits like "Kerry 2008" and "Clinton 2016". They really think they know better.
The Roaring Kitty channel revolves around educational live streams where I share my daily routine of tracking stocks and performing investment research. The Roaring Kitty channel and live streams are for educational purposes only. I share my approach to investing in an effort to set you on the righ...
The stock is up 30% you 📰 🖐 's
Note: This would be RoaringKitty's first live stream in 3 years.
Since ARM got listed at $45 back in October, its seen a pretty good run-up. It peaked at around 160 after its listing and has been able to hold up at least 90 since then. Neat but nothing spectacular. Nothing crazy but prob a good ROI if you were interested in buying the day of.
Since then we've seen Apple further commit to the ARM based M4 chips. Now its Microsoft seems fully committed to ARM based processors for whatever their new "AI on platform" product is going to be.
We're also seeing a whole new form-factor of device with the steam deck and its new competitors. ARM is not there yet in terms of being able to run all of the software that has been built around the x86 architecture, but we also just got the news of Microsoft releasing the PRISM x86 to ARM interoperability layer. Now is it good? Idk. Likely ymmv.
So lets summarize. The two biggest hardware+ecosystem players both seem fully committed to ARM. ARM runs cooler, and more power efficient than x86, but until very recently, no one was designing around it for 'performance system'; its domain was that of embedded hardware and phones. We have a whole new class of products gaining market penetration in the form of hand-held gaming PC's or steam deck type products. These products would benefit MASSIVELY in terms of performance with better performance/ power ratios. Likewise, with the advances in ML, manufacturers are looking to move inference onto device. And this is exactly what Microsoft and Apple appear to be doing. All of this depends on ARM.
Now the bad. ARM had a bad earnings last quarter and the price dumped from 160 to 90. Its recovered to 115 since then. However, it didn't have the press that it does now. The new Microsoft line wasn't out yet. We hadn't heard of or seen the release of the M4s. I think there is good news out there in the mix for ARM this quarter.
Ultimately, some company is going to have to get in there and compete for AI acceleration, and doing so in a more cost effective, more power efficient way seems like a no brainer.
If you are thinking about microprocessors, you first question should always be "Where is Jim Keller eating lunch"? The answer? Tenstorrent. They aren't publicly traded yet, but guess what architecture they are building around?
You guessed it. ARM/ Risk-V. You follow Jim Keller around not because Jim Keller knows the future, but because the future follows Jim Keller around.
TLDR: ARM is massively undervalued and represents the future of computing for smaller, cooler, more powerful computing and AI. Its what Jim Keller has decided to spend his time on. If you just throw your money at whereever Jim Keller is currently working, you'll make bank.
Positions: Shares that I bought at listing that have given me a very noice ROI (not selling options on them), and the August 15th $115 calls. I'm planning to hold the calls through the earnings run up, and I'll hopefully sell some of them to cover the cost of the position to hold at least a few through earnings. ARM is still very new, so earnings could be a mixed bag.
Members of GOP violating Trumps gag order on his behalf.
ABC News reports missiles striking a target in Iran, with Iran’s state TV reporting explosions in Isfahan.
US officials say military operation carried out, without giving further details; Iran state media says air defences fired and airspace closed in some areas
Canoo’s Oklahoma City Manufacturing Facility Approved as Foreign Trade Zone
So if you gambled on my last DD you might have picked up some Canoo shares as a legit moon shot play. The 23-1 stock split was a big punch to the ribs, but today, GOEV is up ~70%-ish on news that their manufacturing facility in OK has gotten approval to be a Foreign Trade Zone (FTZ). This effectively make GOEV the largest FTZ in Oklahoma, which isn't saying much because hey, its Oklahoma.
That all being said, shit was getting dicey last week and after the reverse stock split, things were looking bad for GOEV, since it dropped almost 50% on that news. Today however, it pretty much made all that back up, which sets up an interesting earnings play.
On earnings, turns out ToS was lying to me. The real earnings date is April 1. With this big price move and news, that brings more focus onto the earnings call, but it still wont really mean shit because this is a brand new company still building out manufacturing. I don't expect break even until maybe 2026. That all being said, its getting in on a US based EV manufacturer, most of whom have shown many many to one rate of return for early investors, even those whose cars are only powered by gravity. I don't think we're still in that world, and GOEVs vehicles do actually move under their own power, so that's a big plus.
I think this news really mitigates most of the downside risk and I might hope for a price between 5-6$ post earnings. Earnings at this point in their lifecycle is kinda bullshit so grain of salt and all that. But its a calendar event with a specific timeline, so it should move things.
Position is still shares (<1k shares). I'm not betting the farm on these guys, but I think the upside potential is still very strong and that we'll eventually see one of the major manufacturers take a large stake (that's when we'll see a 10x day).
So that's my GOEV DD update. Depending on your timing from my last one, you either are break even or doubled up. But today is a very good day for those holding GOEV.