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Mule

@foolallthetime.bsky.social

849 followers 113 following 93 posts

I’m a guy on Twitter @foolallthetime

Posts Replies Media

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

Mule @foolallthetime.bsky.social · 27/01/2025

Okay lol

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Mule @foolallthetime.bsky.social · 27/01/2025

I just don’t know how to handicap disproven

Mule @foolallthetime.bsky.social · 27/01/2025

Conspiracy theory is it’s like Chinese propaganda x elon is mad about stargate

Mule @foolallthetime.bsky.social · 27/01/2025

Stupid question, is the deepseek dialogue as intense over here?

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...

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

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 ...

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.

Mule @foolallthetime.bsky.social · 02/01/2025

Honest same with anything, I ain’t doing shit till the last possible second

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Mule @foolallthetime.bsky.social · 01/01/2025

Happy new years!

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

Mule @foolallthetime.bsky.social · 03/12/2024

Reeks of desperation completely in the stock, any news is good news

Mule @foolallthetime.bsky.social · 02/12/2024

With Pat Gelsinger out, the base case is that Intel will be scrapped for parts now

Mule @foolallthetime.bsky.social · 30/11/2024

Dude health really is wealth :/

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

Mule @foolallthetime.bsky.social · 28/11/2024

Cocomelon #1-69

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Mule @foolallthetime.bsky.social · 28/11/2024

Babe I like cocomelon

Mule @foolallthetime.bsky.social · 27/11/2024

While watching wicked my brain went to “this is a lot of facial expressions huh”

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

Mule @foolallthetime.bsky.social · 27/11/2024

Coach is like 80% of rev and the entire story

Mule @foolallthetime.bsky.social · 27/11/2024

Like I can’t swap over my Twitter impulse

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)

Mule @foolallthetime.bsky.social · 20/11/2024

Also like whose here I’m so lost miss my friends

Mule @foolallthetime.bsky.social · 20/11/2024

Hey guys, I guess I’m trying this out. Now back to talking about TPR

Mule @foolallthetime.bsky.social · 05/07/2023

Jesus wtf first time I heard this. Also FWIW 20A was always going to be a half node

Mule @foolallthetime.bsky.social · 05/07/2023

LMAO im going to reclaim the flame in Spanish

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Mule @foolallthetime.bsky.social · 05/07/2023

i hope we land somewhere

Mule @foolallthetime.bsky.social · 05/07/2023

www.fabricatedknowledge.com/p/an-in… Did an interview with Alphawaves (AWE.LN) CEO Tony Pialis - enjoy!

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 😤

Mule @foolallthetime.bsky.social · 05/07/2023

Sign me up almost instantly. Look they like money, and wouldn’t blow it. There’s rumors that it’s in the works

Reposted by Mule

Mira of Kyiv 🇺🇦 @reshetz.bsky.social · 04/07/2023

Biggest monument in Kyiv tonight rraaah🇺🇸🦅

Mule @foolallthetime.bsky.social · 05/07/2023

Non ironically what you think abt a Spanish TV station?

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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*

Mule @foolallthetime.bsky.social · 04/07/2023

No CRE and microcaps and borderline bankrupt companies

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Mule @foolallthetime.bsky.social · 04/07/2023

I finally have some ideas, but they are in the worst possible places

Mule @foolallthetime.bsky.social · 04/07/2023

Tbf I think market does feel toppy

Mule @foolallthetime.bsky.social · 04/07/2023

Happy fourth bozos, I wish the market was open

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

Mule @foolallthetime.bsky.social · 04/07/2023

1000% let’s hold hands and cross the Austrian alps

Mule @foolallthetime.bsky.social · 04/07/2023

#FF the king of its so over we are so back

Mule @foolallthetime.bsky.social · 04/07/2023

No

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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 😤

Mule @foolallthetime.bsky.social · 03/07/2023

I feel like I gotta interact with skeeps to rebuild my graph

Mule @foolallthetime.bsky.social · 03/07/2023

Are we going to be doing the #ff thing again.

Reposted by Mule

Jill Krajewski @jillkrajewski.bsky.social · 03/07/2023

Mule @foolallthetime.bsky.social · 03/07/2023

I’m getting more notifs on bsky which really does feel like the flippening

Mule @foolallthetime.bsky.social · 03/07/2023

Present

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."

Mule @foolallthetime.bsky.social · 03/07/2023

What the fuck Rachel should I get a female AVI