John Rosevear
@jrosevear.bsky.social
Thoughts and words on the future of autos (and lately, the state of things). Alum of CNBC, Fidelity, Cornell. Opinions mine, but they can be yours too. E pluribus unum. He/him.
Jonathan Weil, the WSJ reporter who wrote this story, was the first to question Enron's accounting practices. Pay attention here.
This feels like one of those stories you're going to look at a year from now and say to yourself, "Why didn't I move more of my portfolio into cash?" **
** (This post is for informational purposes only and should not be construed as financial or any other advice.)
🎁
www.wsj.com/tech/meta-ai...
** (This post is for informational purposes only and should not be construed as financial or any other advice.)
🎁
www.wsj.com/tech/meta-ai...
AI Meets Aggressive Accounting at Meta’s Gigantic New Data Center
Favorable treatment off the balance sheet hinges on some convenient assumptions.
www.wsj.com
November 24, 2025 at 1:34 PM
Jonathan Weil, the WSJ reporter who wrote this story, was the first to question Enron's accounting practices. Pay attention here.
Reposted by John Rosevear
they do all this DCF work. forecast earnings, and then apply a multiple they deem appropriate. only to have stocks get strangled by a digital “currency” that exists to grift and commit fraud
November 21, 2025 at 11:56 AM
they do all this DCF work. forecast earnings, and then apply a multiple they deem appropriate. only to have stocks get strangled by a digital “currency” that exists to grift and commit fraud
Click through to see more photos (and a good writeup). I don't love the front but the rest looks good to my eye.
With over 1,000 horsepower on tap and blisteringly fast charging speeds, Porsche's Cayenne EV is here to impress.
Will the Cayenne faithful be dazzled enough to break up with gasoline?
insideevs.com/news/778873/...
Will the Cayenne faithful be dazzled enough to break up with gasoline?
insideevs.com/news/778873/...
The New Porsche Cayenne Electric Hits Reset On What An EV SUV Can Be
With over 1,000 horsepower on tap and blisteringly fast charging speeds, Porsche's Cayenne EV is here to impress.
insideevs.com
November 19, 2025 at 3:00 PM
Click through to see more photos (and a good writeup). I don't love the front but the rest looks good to my eye.
The fact that most of the reporters in that "room" (Air Force One) weren't willing to speak up says a lot about the reality of the news business in 2025.
Unless you're a BIG name, that would have been a career ending move.
Unless you're a BIG name, that would have been a career ending move.
The fact that no one in the room stood up for her says a lot about how we got here bsky.app/profile/pale...
"Quiet! Quiet, Piggy."
November 18, 2025 at 3:13 PM
The fact that most of the reporters in that "room" (Air Force One) weren't willing to speak up says a lot about the reality of the news business in 2025.
Unless you're a BIG name, that would have been a career ending move.
Unless you're a BIG name, that would have been a career ending move.
Reposted by John Rosevear
Late to this but will just note that in 2007 alt-funds dedicated to investing in violins and rare guitars were a clear sign of the top. wwd.com/fashion-news...
Luxus Debuts Investment Fund for Luxury Handbags
Luxus, the wealth tech startup, has launched a new fund focused on Hermès Birkin and Kelly bags, to the tune of $2 million.
wwd.com
November 18, 2025 at 12:29 PM
Late to this but will just note that in 2007 alt-funds dedicated to investing in violins and rare guitars were a clear sign of the top. wwd.com/fashion-news...
Reposted by John Rosevear
CoreWeave is more than a data center company – it’s a tool to hedge other companies’ risks and juice their profits as the AI bubble grows ever larger. It gets worse from there.
Read more from @lopatto.bsky.social: www.theverge.com/ai-artificia...
Read more from @lopatto.bsky.social: www.theverge.com/ai-artificia...
November 17, 2025 at 3:04 PM
CoreWeave is more than a data center company – it’s a tool to hedge other companies’ risks and juice their profits as the AI bubble grows ever larger. It gets worse from there.
Read more from @lopatto.bsky.social: www.theverge.com/ai-artificia...
Read more from @lopatto.bsky.social: www.theverge.com/ai-artificia...
Reposted by John Rosevear
Korea is flexing here with this highly artistic floating solar farm, newly commissioned days ago.
47.2 MW of capacity located near the 50 MW Imha hydroelectric dam. The modules are arranged into the shape of Korea’s flag and the Mugunghwa, Korea’s national flower.
47.2 MW of capacity located near the 50 MW Imha hydroelectric dam. The modules are arranged into the shape of Korea’s flag and the Mugunghwa, Korea’s national flower.
November 17, 2025 at 1:11 AM
Korea is flexing here with this highly artistic floating solar farm, newly commissioned days ago.
47.2 MW of capacity located near the 50 MW Imha hydroelectric dam. The modules are arranged into the shape of Korea’s flag and the Mugunghwa, Korea’s national flower.
47.2 MW of capacity located near the 50 MW Imha hydroelectric dam. The modules are arranged into the shape of Korea’s flag and the Mugunghwa, Korea’s national flower.
This is a major, major error by the chairman of Toyota. $TM
There’s a lot to unpack here. He probably would have better luck bribing him with gold, though.
Still, a lot to unpack.
www.autonews.com/toyota/an-to...
Still, a lot to unpack.
www.autonews.com/toyota/an-to...
Akio Toyoda goes MAGA in star-spangled, BBQ-slathered, F-150-truckin’, NASCAR-styled charm offensive
Akio Toyoda hosts a NASCAR showcase at Fuji Speedway highlighting American car culture.
www.autonews.com
November 17, 2025 at 11:19 AM
This is a major, major error by the chairman of Toyota. $TM
Reposted by John Rosevear
you know what doesn’t seem to get detected? stopped? prevented here? a zillion fake elon musk impersonators promoting him or his businesses and/or tryin to scam folks here… moar accounts!
November 14, 2025 at 3:19 PM
you know what doesn’t seem to get detected? stopped? prevented here? a zillion fake elon musk impersonators promoting him or his businesses and/or tryin to scam folks here… moar accounts!
Reposted by John Rosevear
if you have any exposure to this company I'd really want an explanation
(because if this was forced liquidations due to leverage this thing could snowball)
(because if this was forced liquidations due to leverage this thing could snowball)
$MSTR - ARKHAM: SAYLOR’S STRATEGY CUTS BITCOIN HOLDINGS BY 47K Arkham data shows Michael Saylor’s Strategy (MSTR) reduced its Bitcoin holdings from 484,000 to about 437,000, a drop of roughly 47,000 BTC. It’s unclear whether this came from transfers or sales. This is the first
November 14, 2025 at 1:48 PM
if you have any exposure to this company I'd really want an explanation
(because if this was forced liquidations due to leverage this thing could snowball)
(because if this was forced liquidations due to leverage this thing could snowball)
This account does not usually defend The New York Times.
That said, please note that Landon Thomas was *fired* by the NYT in early 2019 for this stuff.
www.businessinsider.com/new-york-tim...
That said, please note that Landon Thomas was *fired* by the NYT in early 2019 for this stuff.
www.businessinsider.com/new-york-tim...
A former New York Times staffer quietly left the paper after revealing he had solicited charitable donations from Jeffrey Epstein
Former New York Times reporter Landon Thomas Jr. told his editors he became friends with Epstein after profiling him in 2008, NPR reported Thursday.
www.businessinsider.com
November 13, 2025 at 1:31 PM
This account does not usually defend The New York Times.
That said, please note that Landon Thomas was *fired* by the NYT in early 2019 for this stuff.
www.businessinsider.com/new-york-tim...
That said, please note that Landon Thomas was *fired* by the NYT in early 2019 for this stuff.
www.businessinsider.com/new-york-tim...
Reposted by John Rosevear
Me, wisely: "But *his* emails"
November 13, 2025 at 10:44 AM
Me, wisely: "But *his* emails"
Age yourself with gaming.
November 12, 2025 at 1:58 PM
Age yourself with gaming.
Reposted by John Rosevear
that’s the sound of 1,000 companies rushing to dump bad news today
New Epstein emails just dropped, and they involve Trump. 🎁🔗 www.nytimes.com/2025/11/12/u...
November 12, 2025 at 1:41 PM
that’s the sound of 1,000 companies rushing to dump bad news today
This is how it should be done. Very impressive.
Axios tried to bust James Talarico for following adult content creators on Instagram and I'm genuinely impressed by his campaign's response
November 9, 2025 at 2:31 PM
This is how it should be done. Very impressive.
Reposted by John Rosevear
I understand why we shut down American airspace for a few days after 9-11 to avoid a repeat attack but imagine shutting down American airspace to avoid releasing the Epstein files.
November 7, 2025 at 11:03 PM
I understand why we shut down American airspace for a few days after 9-11 to avoid a repeat attack but imagine shutting down American airspace to avoid releasing the Epstein files.
Reposted by John Rosevear
People who got lucky by companies making disastrous acquisitions during the dotcom bubble continue to haunt us
November 8, 2025 at 12:40 PM
People who got lucky by companies making disastrous acquisitions during the dotcom bubble continue to haunt us
I think “AI“ will be a commodity dependent on dirt-cheap energy.
If so, if America makes the AI and China makes the energy cheap, then everyone wins (or loses) here.
If so, if America makes the AI and China makes the energy cheap, then everyone wins (or loses) here.
A fun question. In 5 years time, what looks better? The US’s enormous bet & capex on AI? Or China’s equally enormous bet and capex on renewables?
China has made cheap, clean energy available in huge quantities. The world should take the win econ.st/4oqFszB
Photo: Eyevine
Photo: Eyevine
November 7, 2025 at 1:05 PM
I think “AI“ will be a commodity dependent on dirt-cheap energy.
If so, if America makes the AI and China makes the energy cheap, then everyone wins (or loses) here.
If so, if America makes the AI and China makes the energy cheap, then everyone wins (or loses) here.
Memo to my friends in the media:
He isn’t a trillionaire yet (and likely never will be). Please stop describing him as one.
He isn’t a trillionaire yet (and likely never will be). Please stop describing him as one.
November 7, 2025 at 12:44 PM
Memo to my friends in the media:
He isn’t a trillionaire yet (and likely never will be). Please stop describing him as one.
He isn’t a trillionaire yet (and likely never will be). Please stop describing him as one.
I'm hoping that editors and media execs look at Tuesday's results and realize THEY'RE the ones in a (Twitter) bubble.
Most won't. But they should.
Most won't. But they should.
November 6, 2025 at 1:42 PM
I'm hoping that editors and media execs look at Tuesday's results and realize THEY'RE the ones in a (Twitter) bubble.
Most won't. But they should.
Most won't. But they should.
cc my friends in Dearborn
Dear automakers,
You don't need to enshittify your media sites. If you want to do your own "native storytelling" or reap some SEO or AI benefit, that's fine. Do that.
But keep a place that's easy to find what we need. Noindex it or whatever. Your web team can figure that out.
Nobody wants this.
You don't need to enshittify your media sites. If you want to do your own "native storytelling" or reap some SEO or AI benefit, that's fine. Do that.
But keep a place that's easy to find what we need. Noindex it or whatever. Your web team can figure that out.
Nobody wants this.
November 6, 2025 at 1:38 PM
cc my friends in Dearborn
I wish Jim would join this platform. Someone should let him know that much of FinTwit is here and we miss him.
November 6, 2025 at 1:13 PM
I wish Jim would join this platform. Someone should let him know that much of FinTwit is here and we miss him.
Looks like the sign outside one of those hilariously overpriced red-sauce Italian places that draw aging blue-collar bros who think they’re “movers and shakers” or something.
Note-perfect, I guess.
Note-perfect, I guess.
November 5, 2025 at 10:25 PM
Looks like the sign outside one of those hilariously overpriced red-sauce Italian places that draw aging blue-collar bros who think they’re “movers and shakers” or something.
Note-perfect, I guess.
Note-perfect, I guess.
Reposted by John Rosevear
Tonight's even more proof the mainstream reporters who are still on Twitter are suffering from a brain problem akin Havana Syndrome that is preventing them from accurately doing their jobs. They are being cooked alive by a snuff-focused apartheid algorithm.
November 5, 2025 at 3:27 AM
Tonight's even more proof the mainstream reporters who are still on Twitter are suffering from a brain problem akin Havana Syndrome that is preventing them from accurately doing their jobs. They are being cooked alive by a snuff-focused apartheid algorithm.