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52-80

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Everything posted by 52-80

  1. People might not know that Palantir also does generic tech consulting with their software tooling. They're working with one group in my company to do some basic data management and analysis -- has nothing to do with national security / defense / etc. But still, including that potential market, with expected FY2025 US Commercial rev of $1B their valuation is wild. Bottom is measure of profitability growth
  2. Guess people are baking in expectation of hitting the hockey stick curve. Its still just a linear ramp for now. Their slides are some of the ugliest ive seen. Also, yes, im sour for having sold out in the 20s and 30s.
  3. Lord Christ Palantir just hit $100 in afterhours trading for a $230B valuation from a <$1B sales quarter with <$100M of net income. All growth trajectory yes but you gotta extend that trajectory forever
  4. The best license plate ive ever seen is this car in this exact color with the plate “TOMATO” The 2nd best is this, though ive not seen in person
  5. im not planning to meaningfully add long equities for this and next month. but shorting vol when blips like these occur. also the tariffs news have been great for natural gas / commodities. thank u tariff jesus.
  6. first time i will have dipped into crypto in literally years. bought ether futures - cme product through my traditional broker so no need to use exotic platforms. rationale: line goes up.
  7. MVP seemed annoying when he was beating up cans in Bellator but now having seen more of his personality in UFC interviews and etc, he seems like a cool dude. Middleweight is not deep enough that he wouldn't be T10, T5. Vettori would be a good test for him. Izzy losses are soooo satisfying.
  8. reportedly being pursued by the dallas cowboys nooooooooooooooooooo
  9. If its served up cold, coca cola and pepsi are basically the same shit. (if warm, both are nasty)
  10. https://x.com/excelhumor/status/1886025309717164105
  11. Sometimes my wife will write up a grocery list and asks me to do the shopping while she cleans up the kitchen or whatever. The Post-It will read “bread, yogurt, sour cream….” And before I get out the door, she reminds me, “for the bread, make sure its the presliced one from an oval loaf with a brown label; the yogurt it has to be the danon blueberry-cherry 4-pack; sour cream don’t get the high fat one or the very lite one, get the yellow label with the 3 cows on it — last time you bought the WRONG ONE….” and ad infinitum. What am I, that showoff restaurant server with the super memory trick? Yo, you had the pen and the paper, write that fucking shit down.
  12. https://x.com/tarantwitno/status/1823044718462165498?s=46&t=3ku4_vT9Jr_kOUXR7jAb8Q
  13. 6th all-time in yards and touchdowns (at better than 2:1 ratio). 8 pro-bowls. 5 years of 100+ rating. 4k+ yards in 12 of 15 starting seasons. dude is making it in the hall
  14. Tough, prolific, sb champ, and handsome. I dont want to live in a world where Stafford (and Rivers) arent honored.
  15. Me for the next 2 seasons:
  16. “got a boner” makes it seems passive. He deliberately exposed himself (by shaking off the towel) and nudged his dick onto the women. And yes, he cummed, too. The core of what happened is just a hair short of forcible assault. One accusation could be a lie. Two is a hit job. But multiple accusations from multiple women in different parlors at different time? The benefit of the doubt isnt on Justins side. Thats dirty as fuck and he should be dragged for it.
  17. Plenty of other big-number QBs in this era like Matty Ice. JA is special because hes an absolute dawg.
  18. Yeah, but then you'd get people complaining that they can't see shit, like for most of House of Dragons. Film lighting has always been for artistic intent first and and foremost, and then for realism second. Its better to show that the underground tunneling machine is huge and impressive than that its darker than Charlie Murphy. Theres no way you should be able to see Lukas' face and body in this cavern.
  19. The worst thing about this is, think of all the masseuse who worked on him whom he didn't try to harass.
  20. Better resume than Warren Moon, Stabler, Fouts, Tarkenton, etc
  21. Jim Kelly is in the HOF. 0 SBs. Fewer total TDs than Allen. Barely more total yards in many more games. Twice as many INTs. Fouts is also in. 3 more years for Josh Allen (10 years total) and he'll have an easy case.
  22. If you pay careful attention to many shows and movies in these types of scenes -- in caverns and tunnels and such, or medieval candle-list sets -- the visible lighting is just service to the audience so they're not staring at near pitch blackness. It's not meant to realistically portray the environment lighting. They do this to a extraordinary amount in this show. I thought her *role* in S1 was really good, and S2 the role sucked but the acting is still high quality. Unlike Common, she's actually won accolades for acting. In certain tight shots Rebecca Ferguson looks all of her age (41) and more. In the S2 mechanic jumper suit with short hair she is a baddie.
  23. Motherfucker looks like he’s on his way to kill Dumbledorf
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