Viewing profile — wraaath

It's in the link above, but in text format for those not willing to click: (source was from the US treasury department bureau of fiscal service) Deficit under administration of: Re…

A decade too late for Appnexus

That hasn't been my experience. I've never had the experience of BigCo only acquiring just enough for 50.1% ownership. There's also clauses in the equity plans for participation on…

True that stock _options_ are only worth something after an IPO, but vested and exercised stock options that get turned into equity is a different story. Equity can be worth someth…

Here's the set of categories exempted from the tariffs (via perplexity) Original source: https://content.govdelivery.com/accounts/USDHSCBP/bulletins/... Backup: https://archive.is/…

holy crap the backstory on amazon fresh. no wonder. meanwhile I thought they'd solved that through tagging or something. I guess I should've known - I had read the articles on how …

More importantly - the US bond market Treasury yields, the trigger that caused Trump to finally 180, has now continued rising (i.e. a very bad thing). https://www.cnbc.com/bonds/

Some potential insider antics: https://x.com/unusual_whales/status/1910167321878163815

All of this ONLY after https://www.reuters.com/world/us/us-sec-see-exodus-hundreds-... Eyes wide shut as they loot.

The US is rapidly moving towards becoming the Sultanate of Dumbf*ckistan.

I recruited for a late stage pre-ipo unicorn after COVID. On the cash portion of compensation - 145k was the suggested starting negotiation point for a fresh out of college enginee…

He went off like an idiot on tariffs the very first weekend. Canada & Mexico if you recall.

Or, this the beginnings of a sell-off as the rest of the world realizes that the US is no longer a reliable (trading/military/alliance) partner, and will move to mitigate the depen…

All of the major Wall Street banks called in their staff over the weekend. Lots of margin calls going out due to the market losses so far. Monday will be another bloodletting day, …

I wonder what the over/under is on the number of banks that will fail in the next 7 days and whether it will precipitate into a contagion vector.

No - it's based on hype and dreams. If it was solely based on fundamentals TSLA would carry an car company multiple, dropping a digit off it's share price. At that price, Elon woul…

calls for 3 months out only make sense once the stock price is decimated, and there's no certainty that prices will recover given the bumbling antics of this administration.

I was thinking margin calls too: https://news.ycombinator.com/item?id=43423201#43425801 He had a sizable chunk of collateralized borrowings against his Tesla shares even before the…

And.. looks like there was an update on the valuation from Bloomberg: Aggregate over 100B, but less than 113B due to some mingled ownership. https://archive.is/esoEN

And another one in this similar vein: https://news.ycombinator.com/item?id=43510865 Also - Trump nerfed federal enforcement of foreign anti-bribery laws, because, of course. https:…

Also - the wording on the deal: xAI being valued at 80B X being valued at 33B Is the xAI 80B number inclusive of the 33B (45B including debt)? That would back into xAI's valuation …

And then they get summarily purged by DOGE. Reddit LeopardsAteMyFace style.

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Definitely great for the Twitter investors to be able to convert. I think they took a haircut relative to the 42B that they came in on, as the 45B includes the 12B debt. (42 gets r…