Always Think 1st so U R #WokeAF
@alwaysthinkhow.bsky.social
#WTF is my motto for the next 4 years. Life long Dem. Cal History #FactsMatter Like history, dogs, photography, art, sea creatures (was a Mermaid in a pervious life)
NVIDIA is nothing like ENRON which was booking non existent business. NVDA will likely see a demand cycle more akin to what happened to Cisco. The rush to built out AI data centers will end but they'll still have a market to sell into.
November 25, 2025 at 5:11 AM
NVIDIA is nothing like ENRON which was booking non existent business. NVDA will likely see a demand cycle more akin to what happened to Cisco. The rush to built out AI data centers will end but they'll still have a market to sell into.
It has always been SOP for companies to self finance leases for equipment that wears out in a limited number of years. Anything based on chips usually has a 3 to 5 year life measured by MTBF (meantime between failure). When the Internet got overbuilt csco suffered a dip in renewals.
November 25, 2025 at 5:06 AM
It has always been SOP for companies to self finance leases for equipment that wears out in a limited number of years. Anything based on chips usually has a 3 to 5 year life measured by MTBF (meantime between failure). When the Internet got overbuilt csco suffered a dip in renewals.
As a history lesson network darling of the Internet age Cisco still hasn't hit its all time high from early 2000. After 25 years of business success and inflation it might hit the 82 price. Not advice, just sayin' often history repeats itself.
November 25, 2025 at 12:05 AM
As a history lesson network darling of the Internet age Cisco still hasn't hit its all time high from early 2000. After 25 years of business success and inflation it might hit the 82 price. Not advice, just sayin' often history repeats itself.
It is like the 2000 internet bubble. The network capacity was extremely overbuilt out. Remember Global Crossing? Just look at cisco. The sales took off around 1994/5. It's been 25 years and those peak buyers might get their money back.
November 24, 2025 at 10:08 PM
It is like the 2000 internet bubble. The network capacity was extremely overbuilt out. Remember Global Crossing? Just look at cisco. The sales took off around 1994/5. It's been 25 years and those peak buyers might get their money back.
Elon's Starbase is on the Border. They blew up another rocket in the last few days, so warning signs on the beach are not uncalled for. It is just they are so arrogant they forgot to ask Mexico. Here's a pix from google maps of the Mexican beach when a rocket does get off the ground.
November 23, 2025 at 10:37 AM
Elon's Starbase is on the Border. They blew up another rocket in the last few days, so warning signs on the beach are not uncalled for. It is just they are so arrogant they forgot to ask Mexico. Here's a pix from google maps of the Mexican beach when a rocket does get off the ground.
Most likely it was Elon's guys from his Starbase rocket launch site the sits on the Border. If they don't want photography of their rocket they should not have built the launch site on the Border. Here's a google map pix of a launch taken from the Mexican beach.
November 21, 2025 at 10:20 PM
Most likely it was Elon's guys from his Starbase rocket launch site the sits on the Border. If they don't want photography of their rocket they should not have built the launch site on the Border. Here's a google map pix of a launch taken from the Mexican beach.
These reports don't mention that Elon's Starbase is right at the Border. You can see the launch tower in the pictures. Here's a pix found on google maps of a launch. That Mexican beach is a good place to watch.
November 21, 2025 at 11:00 AM
These reports don't mention that Elon's Starbase is right at the Border. You can see the launch tower in the pictures. Here's a pix found on google maps of a launch. That Mexican beach is a good place to watch.
If Musk wanted security he should not have built his launch pad on the Border. This is the Mexican beach with the good view of his rockets.
November 21, 2025 at 10:00 AM
If Musk wanted security he should not have built his launch pad on the Border. This is the Mexican beach with the good view of his rockets.
This is more Elon bs. He built his "star base" at the Border and now they don't want anyone taking pictures from that beach in Mexico. Duh, what a bunch of dummies.
November 21, 2025 at 9:26 AM
This is more Elon bs. He built his "star base" at the Border and now they don't want anyone taking pictures from that beach in Mexico. Duh, what a bunch of dummies.
Elon built his "Starbase" on the border, not near but literally on the f'in Border. Now they throw up signs in Mexico saying no photography. More keystone cops insanity. Found on google maps. In Mexico beaches are ALWAYS public spaces.
November 21, 2025 at 4:01 AM
Elon built his "Starbase" on the border, not near but literally on the f'in Border. Now they throw up signs in Mexico saying no photography. More keystone cops insanity. Found on google maps. In Mexico beaches are ALWAYS public spaces.
Biden inherited an Economic mess but he turned our Ship of State to be the economic envy of the world.
Harris would have stayed this course.
Harris would have stayed this course.
November 14, 2025 at 4:47 AM
Biden inherited an Economic mess but he turned our Ship of State to be the economic envy of the world.
Harris would have stayed this course.
Harris would have stayed this course.
Just look at who hires H1b professional workers. These companies have to claim they can't find qualified candidates that are American citizens to fill the jobs.
November 12, 2025 at 5:48 PM
Just look at who hires H1b professional workers. These companies have to claim they can't find qualified candidates that are American citizens to fill the jobs.
I don't believe the Dems caved @markhamillofficial.bsky.social We are just in early innings of the fight to save the help for middle class healthcare support. This move gets the House back in session. Now we get Rs on the record stripping care from the middle class Americans.
November 11, 2025 at 12:50 AM
I don't believe the Dems caved @markhamillofficial.bsky.social We are just in early innings of the fight to save the help for middle class healthcare support. This move gets the House back in session. Now we get Rs on the record stripping care from the middle class Americans.
Many are retiring and the others are NOT up next year.
But this isn't over yet either.
But this isn't over yet either.
November 10, 2025 at 9:05 AM
Many are retiring and the others are NOT up next year.
But this isn't over yet either.
But this isn't over yet either.
Medicaid and the ACA are still fully funded. Now we focus on the Biden Middle Class subsidies extension.
Maybe gets some actual facts before you pop off.
Maybe gets some actual facts before you pop off.
November 10, 2025 at 9:01 AM
Medicaid and the ACA are still fully funded. Now we focus on the Biden Middle Class subsidies extension.
Maybe gets some actual facts before you pop off.
Maybe gets some actual facts before you pop off.
And I agree with this too. The Democrats will be hanging healthcare affordability around Rs necks for the elections that start in a few months, March in some places.
November 10, 2025 at 8:55 AM
And I agree with this too. The Democrats will be hanging healthcare affordability around Rs necks for the elections that start in a few months, March in some places.
It wouldn't take a lot to get a recall of Dan Dow on the June ballot. His next election isn't until Nov 28. SLO is now a reliable Blue County.
November 8, 2025 at 8:34 PM
It wouldn't take a lot to get a recall of Dan Dow on the June ballot. His next election isn't until Nov 28. SLO is now a reliable Blue County.
Prop 50 is +12 yes and turnout will likely be over 60%. So yes, I think a recall could easily pass. Dan Dow is a disgrace. SLO only needs a little more than 5k signatures to get a recall on the ballot. That's ~3% of registered voters in the #SanLuisObispo. You in @indivisibleslo.bsky.social
November 8, 2025 at 7:58 PM
Prop 50 is +12 yes and turnout will likely be over 60%. So yes, I think a recall could easily pass. Dan Dow is a disgrace. SLO only needs a little more than 5k signatures to get a recall on the ballot. That's ~3% of registered voters in the #SanLuisObispo. You in @indivisibleslo.bsky.social
A short timeline of Watergate. 41 went to jail.
November 8, 2025 at 7:44 AM
A short timeline of Watergate. 41 went to jail.
That is a quote of what she actually said at that moment. Then she led all the Democrats out the door.
November 7, 2025 at 8:20 PM
That is a quote of what she actually said at that moment. Then she led all the Democrats out the door.
Actually it was what she was saying to his fugly face. It was reported she actually said "with you all roads lead to Putin" and then she and the other Democrats walked out.
November 6, 2025 at 8:54 PM
Actually it was what she was saying to his fugly face. It was reported she actually said "with you all roads lead to Putin" and then she and the other Democrats walked out.
This man is the elected District Attorney of a CA County. He did this on his private X account. SLO has voted for Dems for several cycles but down ballot not many pay enough attention.
November 6, 2025 at 7:56 AM
This man is the elected District Attorney of a CA County. He did this on his private X account. SLO has voted for Dems for several cycles but down ballot not many pay enough attention.
True @maddow.msnbc.com @nicollewallace.bsky.social @arimelber.bsky.social the CA "independent" redistricting committee is only 1/3 Democrats. The Rs and "Indies" gerrymandered to many conservative districts. It is a flawed committee if you want fair.
November 5, 2025 at 3:54 AM
True @maddow.msnbc.com @nicollewallace.bsky.social @arimelber.bsky.social the CA "independent" redistricting committee is only 1/3 Democrats. The Rs and "Indies" gerrymandered to many conservative districts. It is a flawed committee if you want fair.
Kind of amazing @jacobsoboroff.bsky.social but Sacramento County turnout for early vote has rivaled 2024 General.
November 4, 2025 at 10:07 PM
Kind of amazing @jacobsoboroff.bsky.social but Sacramento County turnout for early vote has rivaled 2024 General.
In CA we are seeing a level of turnout similar to last years General Presidential election. MAGA is toast in CA.
November 4, 2025 at 5:53 PM
In CA we are seeing a level of turnout similar to last years General Presidential election. MAGA is toast in CA.