Wilberth @wilberth.bsky.social · 10/10/2026I'm confused, is a "better level of corruption" more or less corruption? 000
Wilberth @wilberth.bsky.social · 08/10/2026Today I learned there is a place named Apalachicola which is exactly where I would put it in a map 000
Reposted by WilberthDaily Chartbook @dailychartbook.bsky.social · 05/10/2026"U.S. natural gas production reached a record high in July 2026" -EIA 021
Reposted by WilberthSan Diego Zoo Wildlife Alliance @sandiegozoo.bsky.social · 30/09/2026Just a lil guy and his mulberry branch 272520680
Reposted by WilberthMr. Joshua @pantspants.bsky.social · 29/09/2026I think so. Not corded but more 2phone art: 0537
Wilberth @wilberth.bsky.social · 22/09/2026LVMH is interesting at this price, trading at the lowest EV/EBIT multiple in ten years due to soft Chinese demand. I also like it as part of a non-AI portfolio. 000
Wilberth @wilberth.bsky.social · 21/09/2026$SKHY added to $SMH with a weight of about 4.8% through its regular September rebalancing. www.businesskorea.co.kr/news/article...businesskorea.co.krSK hynix ADR Joins Major U.S. and Korean ETFsAs domestic and foreign exchange-traded funds (ETFs) containing SK hynix American Depositary Receipts (ADR) rapidly increase, market attention is focusing on c 000
Reposted by WilberthBarchart @barchart.com · 16/09/2026BREAKING 🚨: U.S. Banks U.S. Banks are currently facing unrealized losses of $326.7 Billion 🤯 👀 Losses have grown each of the prior 2 quarters 12715
Reposted by WilberthLibrarian Capital @librariancapital.bsky.social · 05/09/2026"India has passed receding Scotch whisky markets in the West" (FT) www.ft.com/content/0750... cc: $DGE $RI $BF.B 161
Wilberth @wilberth.bsky.social · 04/09/2026$CRBP I'm long. Guided data in September. HC conferences start next week. I think they will pre-announce today after close for data release on Tuesday. SKYE preclinical proved peripheral restriction works. Titration should lower AEs discontinuations. 100
Reposted by WilberthRandall Munroe @xkcd.com · 25/08/2026The xkcd store has returned, with a variety of shirts, stickers, and posters! Check it out here: store.xkcd.com 1495896
Wilberth @wilberth.bsky.social · 23/08/2026Commoditise your complement, it will only run on NVIDIA HW 000
Wilberth @wilberth.bsky.social · 20/08/2026Modest on X with a great post about AI duration mistmatch 000
Reposted by Wilberthvegavandal.bsky.social @vegavandal.bsky.social · 12/08/2026We’re all just arguing about the price elasticity of frontier tokens at the end of the day. If it’s low, neos and the labs win. If it’s high, AMZN/MSFT do and neos go bankrupt. 171
Reposted by WilberthBarchart @barchart.com · 04/08/2026Chinese Gold ETFs have seen 14 straight days of inflows, the longest streak since March 🚨 094
Wilberth @wilberth.bsky.social · 22/07/2026Somehow gold is up today despite oil and real rates up 000
Reposted by WilberthRobin Wigglesworth @robinwigglesworth.ft.com · 22/07/2026It’s TSOM day! Gillian’s away this week, so to help me pick through the extraordinary life of Jesse “The Boy Plunger” Livermore, I’m joined by the big man himself, @robarmstrong.bsky.social m.youtube.com/watch?v=vsZI...m.youtube.comThe trader who made $100mn in the 1929 Wall Street crash | The Story of MoneyYouTube video by The Story of Money Podcast | Financial Times 1436
Wilberth @wilberth.bsky.social · 22/07/2026The only deals happening are the ones round tripping revenue 100
Wilberth @wilberth.bsky.social · 21/07/2026Very good article about the AI models and how to think about the economics, may not agree on all his points but Ben opinion is always interesting. There is a huge incentive by everybody else to prevent AI models to become a duopoly. stratechery.com/2026/whos-af...stratechery.comWho’s Afraid of Chinese Models?Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives. 000
Reposted by WilberthMichelle @trailtotoday.bsky.social · 12/07/2026Turtleback tiles Artisans made the irregularly surfaced turtlebacks, a Tiffany Studios invention, by pressing glass into molds. #Turtle #PaintByWords #Stunday #Shapes #Abstractia #ColorADay #OrangeSun #SundayYellow #ECK #MobilePhotography #NYCPhotography #NYHistory 0122
Wilberth @wilberth.bsky.social · 13/07/2026The most important question is whether Mr. Tan behavior started after leaving Apple or whether he was doing it while at Apple 000
Wilberth @wilberth.bsky.social · 11/07/2026Cost money to rent these guysstatic.klipy.comDancing Pallbearers Coffin Dance MemeALT: Dancing Pallbearers Coffin Dance Meme 000
Reposted by WilberthCount Binface @countbinface.bsky.social · 07/07/2026On my way, Clacton. 579152753460
Reposted by WilberthThe Wall Street Journal @wsj.com · 07/07/2026The Lalique Museum was robbed of $5 million in Art Nouveau jewelry on.wsj.com/3R1fdEson.wsj.comJewelry Thieves Strike Another French MuseumThe Lalique Museum was robbed of $5 million in Art Nouveau jewelry 0135
Wilberth @wilberth.bsky.social · 05/07/2026Marshalls twisted logic to not give him a penalty, they were never going to take the podium away from Lewis at the British GP 000
Reposted by WilberthMerriam-Webster @merriam-webster.com · 26/06/2026We know a lot is going on right now, but we just realized that: cabinet/board/panel = things made of wood cabinet/board/panel = terms for organizations 1977995
Reposted by WilberthFinTwitter @fintwitter.bsky.social · 03/07/2026SAMSUNG PUSHES FOR 20% QOQ DRAM ASP HIKE IN Q3 (ZDNET KOREA) 002
Reposted by WilberthFT Alphaville @alphaville.ft.com · 02/07/2026as.ft.com/r/5af58a32-3...as.ft.comYet another ‘quant tremor’ strikes systematic investorsThe garbage rally roils quantitative investment strategies 0134
Wilberth @wilberth.bsky.social · 02/07/2026$SHMC is a new ETF that holds Chinese semis, it is interesting because it will correlate in the short term with $SMH but if you believe China will decouple in the long term is independent, maybe something to buy after a crash 050
Wilberth @wilberth.bsky.social · 02/07/2026I think Nemotron will run only on Nvidia HW, so it's a way to "Commoditise your complement" 010
Wilberth @wilberth.bsky.social · 02/07/2026It's incredible that he never mentions which Open Weight model is going to use and the 4 hosts never bother to ask. He is clearly not using a Chinese one, so who is building this OW model? It is like the joke about an economist that assumes a can opener 110
![Comic. [Person standing holding hammer above raised knee.] PERSON: Listen up, leg. I’ve been sending you rich, oxygenated blood for years, while you send me worthless used-up blood with no oxygen. Time to teach you a lesson about not ripping me off! [caption] Tariffs](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:cz73r7iyiqn26upot4jtjdhk/bafkreicenlzjvvtlegllp5khszuneez6ygyiq3d5g37oaqz5hkwoqhteru)
![Comic. [A college building labeled “Department of Geology” with a diagonal slash through center making it look uneven.] [caption] The administration regretted giving the geology department free rein to design their new building.](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:cz73r7iyiqn26upot4jtjdhk/bafkreiauxqpr37ipybyyjkyqz2ykojtxsilvnahvvs7heo47ie2wm4nrve)
