@StanphylCap

Value investor with some opinions. Registered Independent. I mock BOTH parties... especially YOURS. My name is Mark B. Spiegel. https://xitter.cf/t.co/iVzhUmkFI8

Joined October 2020
Stanphyl Capital ๐Ÿ‡บ๐Ÿ‡ธ ๐Ÿ‡ฎ๐Ÿ‡ฑ ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
Republicans need to reorient their arguments and political energy to focus like a laser on decarceration. This isnโ€™t academic theory anymore, this is a nationwide effort by democrats at every level to release criminals from jail at all costs, no matter what theyโ€™ve done. โ€˜Defund the policeโ€™ became politically toxic for the left once the public understood the problem. The left never abandoned that agenda though, they just sidestepped it and worked their priority โ€” leniency for criminals โ€” from another angle. Now the police may be โ€˜fundedโ€™ but criminals are walking because the systems to charge and prosecute them have been thoroughly corrupted by the โ€˜decarcerationโ€™ agenda. It doesnโ€™t matter how much money you throw at a police department if thereโ€™s no charges, prosecutions, or jail time. And Democrats donโ€™t actually care about money, so throwing away dollars on a defanged police force buys them cheap plausible deniability. โ€œI never defunded the policeโ€ they can say as their DAs and judges let criminals walk no matter what the police do. We need to make โ€˜decarcerationโ€™ just as known and just as toxic as โ€˜defundโ€™ โ€”because itโ€™s every bit as insidious and dangerous. Republicans need to be pressing this every single day. Itโ€™s huge and nobody really understands whatโ€™s happening.
NEW FROM ME ๐Ÿšจ๐Ÿšจ๐Ÿšจ Zohran Mamdani's pick to oversee the Mayor's Office of Criminal Justice, Justine Olderman, has openly called for abolishing the police, accused cops of enforcing white supremacy and has demanded reparations Olderman will make $225,000 in her new job freebeacon.com/democrats/mamโ€ฆ
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Congratulations @united on your great new Starlink connectivity! Your customers are โ€œenjoyingโ€ it already!
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Stanphyl Capital ๐Ÿ‡บ๐Ÿ‡ธ ๐Ÿ‡ฎ๐Ÿ‡ฑ ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
Tesla wants to sell you a useless car with no steering wheel this year electrek.co/2026/10/21/teslaโ€ฆ
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HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA HA $TSLA
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Yeah, that must be why $TSLA produced way more cars 2 years ago. LOL, does anyone actually believe this guy's bullshit any more, or is it all just a game of musical chairs until the music stops?
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So $TSLA, now a mature non-growth company, earned .22/share GAAP = .88/share annualized which means at it's current $393 it has a PE of 446x. Carry on, suckers!
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*its not it's For some reason spellcheck always adds an apostrophe, and thus one must spellcheck spellcheck!
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Stanphyl Capital ๐Ÿ‡บ๐Ÿ‡ธ ๐Ÿ‡ฎ๐Ÿ‡ฑ ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
$4 billion from extending payables. $TSLA
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Stanphyl Capital ๐Ÿ‡บ๐Ÿ‡ธ ๐Ÿ‡ฎ๐Ÿ‡ฑ ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
๐Ÿ”ด โš ๏ธ BREAKING: US State Dept is preparing to issue an ordered departure of some personnel and family members at US embassies across the Gulf - US Officials
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Stanphyl Capital ๐Ÿ‡บ๐Ÿ‡ธ ๐Ÿ‡ฎ๐Ÿ‡ฑ ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
Replying to @alx
Message received
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"Those who enforce the law on me will PAY!!! Laws are for OTHER people!"
Live by the sword, die by the sword. Those who pick fights with me should understand that I will find out who is really pulling the strings and come for them, not just their puppets โ€ฆ
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Okay, so she didnโ€™t REALLY graduate Phi Beta Kappaโ€ฆ But she DID have sex with 7 guys in Phi Beta Gamma!
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Stanphyl Capital ๐Ÿ‡บ๐Ÿ‡ธ ๐Ÿ‡ฎ๐Ÿ‡ฑ ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
The Bank for International Settlements has something to say about this arrangement: They call it endogenous demand. โ€œWhen a chip maker or cloud provider finances a model developer or data-center operator that then buys its products, the supplierโ€™s revenue growth reflects its own capital deployment as much as (or more than) independent customer demand. This obscures how much of the โ€œboomโ€ is organic versus self-reinforcing.โ€ - My paraphrasing part of their recent bulletin on circular AI financing
Per Elias at TD Cowen, NVIDIA is backstopping Oracleโ€™s capacity through both direct backstops and subleasing it capacity. Oracle is also in โ€œactive conversation for vendor financing,โ€ I assume with either or both NVIDIA and AMD. Scraping the barrel!
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Stanphyl Capital ๐Ÿ‡บ๐Ÿ‡ธ ๐Ÿ‡ฎ๐Ÿ‡ฑ ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
Tonight, as I was leaving a restaurant on 14th Street in New York around 10 p.m., this Muslim woman took a prayer rug and a niqab out of the trunk of her car, put the niqab on, laid the prayer rug down, and started praying on the street. I grew up as a Muslim in the Islamic world, and let me tell you: this is absolutely part of an organized effort to flood the public square in the West with Islamic symbolism. First of all, there is no Islamic prayer at 10 p.m. Even if she missed the Isha prayer, which takes place earlier in the evening, she has until dawn to make it up. So why choose to pray on the street at 10 p.m.? Second, a Muslim woman who does not wear a niqab or hijab in her daily life would never normally have a niqab sitting in the trunk of her car. She is clearly not strict enough to wear it every day, so why would she suddenly be so strict about missing a prayer that she carries a niqab in her trunk specifically for this purpose? Third, in almost any Islamic country, you would never see a woman praying on the street at 10 p.m. This would be completely unacceptable. If she were genuinely worried about praying, she could simply wait until she got home, especially since a missed Isha prayer can be made up before dawn. I can tell you with full confidence that these scenes we keep seeing of Muslims praying in the streets of the West are intentional. They serve to assert dominance, normalize Islam in the public square, seize ground, and demand exceptional treatment that immediately turns into claimed rights. Bad-faith acts like this are signals of the same project that turned many cities in Europe into shitholes. Exceptional threats demand exceptional measures. Islam must be banned in the West because it is not a religion; it is a hostile political ideology. Until that happens, the West will continue losing ground to this ideology every single day.
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Stanphyl Capital ๐Ÿ‡บ๐Ÿ‡ธ ๐Ÿ‡ฎ๐Ÿ‡ฑ ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
The whole โ€œfree Palestineโ€ rubbish is a Trojan horse. Itโ€™s becoming increasingly obvious as time goes on. Itโ€™s an Islamist, anti-West ideology distilled in one movement. One flag. One cause. Itโ€™s sneaky. It convinces Westerners into believing theyโ€™re supporting humanitarianism. But itโ€™s built on lies. In reality, itโ€™s a subversive black hole. A demoralising agent designed to poison our societies with self hatred. But the horror of this movement is that it doesnโ€™t just sit in the realm of geopoliticsโ€”In a war taking place in a region many couldnโ€™t even point to on a map. No, it attacks the very soul of Western civilisation.
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Stanphyl Capital ๐Ÿ‡บ๐Ÿ‡ธ ๐Ÿ‡ฎ๐Ÿ‡ฑ ๐Ÿ‡บ๐Ÿ‡ฆ retweeted
Horrific news: Australian MP Helen Haines will never walk again as a result of Mondayโ€™s far-left terror attack. Doctors had to amputate both her legs. Her attacker was radicalised on the fringes of the Palestine movement in Australia. He supported the Houthis and expressed support for Hamas. The anti-Israel movement in Australia has so much blood on its hands. 15 dead at Bondi and now an Australian MP forced to amputate both legs. Out of control. The anti-Zionists are literally a biblical plague on any nation that allows their movement to fester
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