Sign in

Mule

@foolallthetime.bsky.social
849 followers 113 following 93 posts

I’m a guy on Twitter @foolallthetime

PostsRepliesMedia
Mule @foolallthetime.bsky.social · 23/03/2025
Irony of luxury brands is that some niche brand out there is going to pass price increases on from tarrifs and demand will *increase* and they will realize what product category they are in
190
Mule @foolallthetime.bsky.social · 27/01/2025
Stupid question, is the deepseek dialogue as intense over here?
240
Reposted by Mule
Elliot Turner @elliotturn.bsky.social · 24/01/2025
We cover AI extensively on this podcast with @foolallthetime.bsky.social , but 1 piece of value we focus on that gets less attention nowadays is a deep dive on the severe recession in semis outside of AI twiii.podbean.com/e/special-do...
twiii.podbean.com
SPECIAL: Doug O'Laughlin on the Semiconductor Industry Dynamics and Outlook | This Week in Intelligent Investing
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Doug O'Laughlin, President of SemiAnalysis and founder of Fabricated Knowledge. Doug shares his wisdom on the state of the semicondu...
061
Reposted by Mule
Bloomberg News @bloomberg.com · 06/01/2025
Exclusive: Bridgewater dismissed 7% of its workforce Monday as the world’s biggest hedge fund seeks to remain lean and maintain the flexibility to hire top talent, according to a person familiar with the matter
bloomberg.com
Bridgewater Dismisses 7% of Staff in Effort to Remain ‘Nimble’
Bridgewater Associates dismissed 7% of its workforce Monday as the world’s biggest hedge fund seeks to remain lean and maintain the flexibility to hire top talent, according to a person familiar with ...
54015
Mule @foolallthetime.bsky.social · 04/01/2025
Here’s my annual semiconductor outlook www.fabricatedknowledge.com/p/2025-ai-an...
fabricatedknowledge.com
2025 AI & Semiconductor Outlook
O3 and what's next. Marginal costs are coming for tech companies.
0101
Mule @foolallthetime.bsky.social · 02/01/2025
Honest same with anything, I ain’t doing shit till the last possible second
000
Mule @foolallthetime.bsky.social · 01/01/2025
Happy new years!
070
Reposted by Mule
Bread Crumbs Research @breadcrumbsre.bsky.social · 21/11/2024
Fintwit starter pack: @nosunkcosts.bsky.social‬ @keubiko.bsky.social‬ @librariancapital.bsky.social‬ @sparticuszorro.bsky.social‬ ‪@fritzell.bsky.social‬ @lewisenterprises.bsky.social‬ @ellliotb.bsky.social‬ @negativegw.bsky.social‬ @vincentfreeman.bsky.social‬ @colemanrhawkins.bsky.social‬
2267
Mule @foolallthetime.bsky.social · 02/12/2024
With Pat Gelsinger out, the base case is that Intel will be scrapped for parts now
2171
Mule @foolallthetime.bsky.social · 30/11/2024
Dude health really is wealth :/
170
Mule @foolallthetime.bsky.social · 28/11/2024
I realize I’m old because I’m relating to the quickbooks commercials and shit and I’m like gawd damn stop it
010
Mule @foolallthetime.bsky.social · 27/11/2024
I was watching wicked and I’m like musicals are pretty much cocomelon for adults. Singing / expressions / dance is like max monke cocomelon brain
360
Mule @foolallthetime.bsky.social · 27/11/2024
How do I like, engage here, it’s kinda weird. What’s up blue sky, please I miss my friends. Also TPR is an obvious double from here (lol)
6280
Mule @foolallthetime.bsky.social · 20/11/2024
Hey guys, I guess I’m trying this out. Now back to talking about TPR
4151
Mule @foolallthetime.bsky.social · 05/07/2023
www.fabricatedknowledge.com/p/an-in… Did an interview with Alphawaves (AWE.LN) CEO Tony Pialis - enjoy!
060
Mule @foolallthetime.bsky.social · 05/07/2023
Just so you know we are now a nation that is trying to find a new home. A diaspora, if it’s Bluesky, or whatever, we are a nation of birds looking for a new home 😤
1102
Reposted by Mule
Mira of Kyiv 🇺🇦 @reshetz.bsky.social · 04/07/2023
Biggest monument in Kyiv tonight rraaah🇺🇸🦅
08517
Mule @foolallthetime.bsky.social · 04/07/2023
Would you like to see my potential long ideas? I have a net net, a shitco that you want to vomit at, and a deal stock that won’t move! *closes my trench coat*
360
Mule @foolallthetime.bsky.social · 04/07/2023
I finally have some ideas, but they are in the worst possible places
320
Mule @foolallthetime.bsky.social · 04/07/2023
Happy fourth bozos, I wish the market was open
291
Reposted by Mule
Bird FKA "Birb" @handle.invalid · 03/07/2023
i care about exactly two things: farm fresh organic blueberries and big ole tiddies
2313
Mule @foolallthetime.bsky.social · 04/07/2023
1000% let’s hold hands and cross the Austrian alps
040
Mule @foolallthetime.bsky.social · 04/07/2023
#FF the king of its so over we are so back
110
Mule @foolallthetime.bsky.social · 03/07/2023
I would guess bsky goes a community at a time, and the one community I care the most abt might be going 😤
170
Mule @foolallthetime.bsky.social · 03/07/2023
I feel like I gotta interact with skeeps to rebuild my graph
010
Mule @foolallthetime.bsky.social · 03/07/2023
Are we going to be doing the #ff thing again.
060
Reposted by Mule
Jill Krajewski @jillkrajewski.bsky.social · 03/07/2023
A split photo of Margo Robbie as Barbie, wearing all pink, next to Cillian Murphy as Oppenheimer, in black-and-white. The Bluesky logo is superimposed over Barbie. The Twitter logo is superimposed over Oppenheimer.
272937812
Mule @foolallthetime.bsky.social · 03/07/2023
I’m getting more notifs on bsky which really does feel like the flippening
090
Reposted by Mule
Ryan Moulton @moultano.bsky.social · 03/07/2023
I love this prompt to describe LLMs. "All the text ever written integrated into a model of higher order patterns."
096
Mule @foolallthetime.bsky.social · 03/07/2023
Wot abt me
270
Reposted by Mule
Citrini @citrini.bsky.social · 02/07/2023
Which of you are here already? #fintwit I brought @raisingthebar47.bsky.social over which was probably a mistake, going to make the place all depressing.
4164
Mule @foolallthetime.bsky.social · 03/07/2023
Okay in interest of posting #semi content I am at a very weird part of the cycle for me. $MU really does look like a canary in terms of hey this shit is still not good, but it looks like spamming the AI button will not work. If i had to guess semis chop this Q
220
Mule @foolallthetime.bsky.social · 03/07/2023
www.youtube.com/watch?v=SA_8Pcojq9A… Such a fucking banger set tbh
000
Mule @foolallthetime.bsky.social · 03/07/2023
I literally want a bot that will post my shit here and on twitter - that would be really nice
040
Mule @foolallthetime.bsky.social · 03/07/2023
Truly looks like fintwit made the leap in the last week. Guys welcome this place sucks but somehow competitive advantage comes from sucking less. JFC I am so sick of Elon. Gonna be the best HBS case, how to kill network effects 101. I really want zuck to make a twitter clone at this point
370
Mule @foolallthetime.bsky.social · 02/07/2023
This is so annoying, I don’t want to have to be here but ELON FUCKING SUCKS
140
Mule @foolallthetime.bsky.social · 01/07/2023
GOTTA GOTTA BE DOWN BECAUSE I WANT IT ALL
170
Mule @foolallthetime.bsky.social · 16/05/2023
TOTK is the shit
110
Mule @foolallthetime.bsky.social · 16/05/2023
Bluesky is nice but damn network effects be networking
230
Mule @foolallthetime.bsky.social · 14/05/2023
Is there a desktop app?
110
Mule @foolallthetime.bsky.social · 12/05/2023
ff the best poster I know @alphaholic1.bsky.social
110
Reposted by Mule
bkmacd @bkmacd.bsky.social · 12/05/2023
My favorite small fact is that Wallace Steven's day job was an executive in an insurance corporation.
041
Mule @foolallthetime.bsky.social · 12/05/2023
It’s like I’m waiting for a sentencing
000
Mule @foolallthetime.bsky.social · 10/05/2023
I desperately need 100 followers
101
Mule @foolallthetime.bsky.social · 08/05/2023
I have been in a pit of despair, but I am getting better and seeing what I can and cannot control. Forward I guess idk Didn’t mean bsky to be my skeeting sadness but
040
Mule @foolallthetime.bsky.social · 06/05/2023
Driving motorcycles with your boys on a Saturday morning is a based and blessed activity
160
Mule @foolallthetime.bsky.social · 06/05/2023
I am literally in the darkest of the valley of death and am hoping I come out the other side
120
Mule @foolallthetime.bsky.social · 05/05/2023
Oh also in a twist of tmi, all of my stocks I own are down 15-20% including the ones I’ve publicly written about, my relationship is on the rocks, mulecap is hitting bear market lows
010
Mule @foolallthetime.bsky.social · 05/05/2023
I am now posting my way into bsky invites
040