God Bless your Family
Zion
Joined September 2012
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Joseph Smith retweeted
We simulated Browns VS Steelers 10,000 times.
Every snap is built from real NFL plays. This is the final that came up MOST: 20-17 Steelers.
Here's the whole game 👇
Joseph Smith retweeted
$INTC thesis is broken.
During the largest datacenter buildout in history:
> $intc failed to lock in substrate early because Intel didn't want to pay in full and someone else was willing to pay in full and took the supply. Same arrogance that lost them the Apple chip deal 10 years ago.
> LPT CEO went to Japan to beg suppliers.
> not only bottleneck on supply, they ARE now telling us that they are changing the 18A (consumer) lines to Intel3 datacenter/cpu production, which takes 6 months (if that) to do. (Yes they are telling us now when they should have done a year ago)
> CFO said fy2027 FCF will negative out loud (seriously)
Here's what takes the cake, they didn't want to pay in full for substrate, like the most important thing in making a chip. Like your whole fucking company makes chip. It's like a sandwich place running out of bread. Then they waste a bunch time making a deal with Quantum startup (btw LPT invested in series B) - more distraction, no revenue, more debts.
I held mainly to hear about 14A deal. The 14A deal was promised to be H2 2026 - nothing. LPT said they're talking to a strategic partners (yeah that's the same talk $ASTS says). If they had a deal, they say we have a deal worth X billion, but we can't announce who it is. Meanwhile, Elon is shopping with $TSMC.
So to summarize, Intel missed a once in a lifetime opportunity to sell as many server chips to datacenter as possible but they were totally out of positioned. This impacted the guidance from $17B estimated to 15-16B lasting to H2 2026. I didn't mention about the PC segment because that's out of their control. Jensen planned years ahead for the AI boom, that's how their revenue has grown Q/Q Y/Y on massive scale.
🚨 $SCHD BREAKS $36 FOR THE FIRST TIME EVER!
Another ALL-TIME HIGH, reaching $36.10 today! 🏆
That’s $108.30 on a pre-split basis! 🤯
Think about that. At today’s high, every single share of $SCHD ever purchased was in the 🟢!
But this post is about more than a new high.
To everyone who took arrows alongside me when $SCHD was lagging the market, who endured the criticism, ignored the noise, stuck to their convictions, and kept loading up when others were losing faith…
THIS ONE’S FOR YOU! 👊
We didn’t know when sentiment would turn. We just kept believing in what we owned, stayed patient, and continued building when others were walking away.
Congratulations to everyone who stayed the course. You earned this moment! 🍻
And remember, the next period of underperformance will come. How we respond to it matters far more than celebrating today’s high.
Conviction isn’t tested at all-time highs. It’s tested when nobody wants what you own.
Perfect Holes reference
Too good to pass up
BREAKING: The U.S. Army announced that is now training soldiers in North Carolina to dig mass battlefield graves for American troops for the first time in decades, rehearsing how to handle mass casualties as Trump's war on Iran is near. The Army says it hasn't needed to do this on a large scale since the Korean War.
Joseph Smith retweeted
Five years from now young investors will look back at this market and realize what an extraordinary opportunity fear created. And that opportunity could get even bigger in the days and weeks ahead. Nothing creates greater price misallocations than fear and greed. We’re living through one of those moments right now. And with fear creating opportunities in some of the world’s strongest businesses there’s little reason to take on the added risk of speculative companies.
Joseph Smith retweeted
Ondas will report Q3 2026 financial results on November 12, 2026. Management will host a conference call and live webcast at 8:30 a.m. ET, followed by Q&A. $ONDS
ondas.com/post/ondas-to-repo…
An experimental weight-loss drug slashed breathing interruptions during sleep so dramatically that one in four non-diabetic patients saw their sleep apnea completely disappear.
Retatrutide, an investigational GLP-1 by Eli Lilly, improved more than 50% of obstructive sleep apnea symptoms in 68% of participants over 80 weeks, according to a new study published in the New England Journal of Medicine.
Researchers say the results could reduce reliance on CPAP machines, which remain the frontline treatment for the condition that affects over 50 million Americans — 80% of whom are undiagnosed.
Full story here foxnews.com/health/weight-lo…
Governor: Kissick
Senate: Redpath
🇺🇸🇺🇸🇺🇸🇺🇸
Ohio Poll
Governor:
🔴 Ramaswamy 47% (+2)
🔵 Acton 45%
🟡 Kissick 4%
.
Senate:
🔴 Husted 47%
🔵 Brown 47%
@EchelonInsights/@NetChoice, 508 LV, 10/16-23
Joseph Smith retweeted
In 1994, Kurt Warner stocked grocery shelves overnight for $5.50 an hour.
About five years later, he was the Super Bowl MVP. The same winter he broke through, the Browns had him for free in an expansion draft. They took someone else.
Full story: youtu.be/t1UrfXLAPOM
Joseph Smith retweeted
RIP to cancer
we literally just had a cancer drug that could eliminate surgery, radiation and chemo get FDA approved
the drug is dostarlimab, an immunotherapy for one genetic subtype of rectal cancer
in the trial, 47% of evaluable patients had no detectable tumor a year after treatment (independent review)
colorectal is one of the top cancer killers of men under 50
the acceleration in frontier bio in 2026 is genuinely mindblowing
bio/acc
