God Bless your Family
Zion
Joined September 2012
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You don’t own enough $LLY
$LLY & $HIMS STRIKE GLP-1 ACCESS DEAL
Under the agreement, Hims & Hers will offer Lilly's FDA-approved obesity medicines directly through its platform, with self-pay prices starting at:
• Foundayo (oral): $149/month
• Zepbound (injection): $299/month
Eligible patients can complete consultations, receive prescriptions and arrange home delivery without leaving the Hims platform.
Hims & Hers has also committed not to offer compounded copies of Lilly's GLP-1 medicines.
Dan Crenshaw fall off needs to be studied.
Yeah we all remember that and I also remember not being stupid enough to think the government could fix it all for me. I remember having four roommates while I was a young Navy SEAL and saving money on my first deployment to Iraq to buy my first home. I remember when people didn’t believe that someone else should pay for some make-believe lifestyle we thought we deserved…because we believed we had to figure it out ourselves. I also remember when Republicans were honest enough to tell people the truth and fight for policy that would have long term benefits even if unpopular in the short term. If anyone thinks the lesson about “affordability” in this election is just becoming more populist and more liberal, then go join the Democrat party. They’ll be happy to have you, bribing voters with promises of free crap.
Or…do a better job making the economic case for what you know is right.
I’m still team Trump. Why? Because his policies are grounded in the long term, not the convenient short term. GOOD. Double down on the agenda.
Who cares if we lost the midterms? Nothing changes. We already had a deadlocked Congress anyway.
And how about you supposed “conservative commentators” tell the truth about issues like affordability? Republicans made sure the average family of 4 didn’t see a $10,000 increase in taxes last year. *Money that Democrats voted to take from you.* Republicans push for permitting reform and deregulation. Supply side policies that decrease inflation long term. Tariffs suck in the short term but in the long term will bring manufacturing here. Biden and his Democrats caused 9% inflation. The high prices you see now? Guess what, 76% of that higher price is from the Biden years. The rest is gas prices which admittedly is caused by the actions in Iran. GOOD. All I have to pay is 30% higher gas and I get to make sure Iran can’t point a nuke at me?? GOOD.
By the way, lots of other consumer goods are cheaper. Prescription drugs are 4.5% LOWER. The biggest cost increases are housing and healthcare. Why? Because Obamacare wrecked the healthcare market and blue states make it impossible to permit new home building. But who cares about the facts, right? Good job, Texas! Say goodbye to your low cost of living and pro-business reputation. And thank the braindead right wing populists that threw their votes away in protest (also thank Paxton for running the worst campaign ever….).
Republicans need to stop running away from good policy and principles just because it MIGHT win an election. Thats the Democrat way. Fuck that. Stick to principle. And LEARN HOW TO ACTUALLY EXPLAIN GOOD POLICY TO VOTERS. The moronic consultant class told the GOP to spend hundreds of millions of dollars on transgender ads instead of the economy.
Incredibly stupid.
Let’s learn some lessons, but for God’s sake learn the RIGHT lessons.
Democrats have the opportunity of a lifetime here.
If they actually deliver results, 2028 gonna be a Blue Tsunami and GOP is cooked for the years to come nitter.cf/i/election/10472548274…
Dust has settled so here it is
Republicans got bent by Israel and went to war with Iran. Betrayed their voter base with new wars and they can only blame themselves.
GOP had the Presidency, House, Senate, and Popular vote just to get absolutely hammered in the midterms.
An absolute blunder for Trump 2.0
nitter.cf/i/election/10472548274…
🇺🇸🇺🇸
Ondas secured multi-million-dollar Counter-UAS contracts: portable Ranger systems for a major European police organization and Iron Drone Raider systems for a major governmental customer in Asia.
Ranger provides mobile, cyber-based detection and mitigation. Raider adds autonomous physical interception for drones that operate without RF links. $ONDS
ondas.com/post/ondas-secures…
Joseph Smith retweeted
We simulated Browns VS Steelers 10,000 times.
Every snap is built from real NFL plays. This is the final that came up MOST: 20-17 Steelers.
Here's the whole game 👇
Joseph Smith retweeted
$INTC thesis is broken.
During the largest datacenter buildout in history:
> $intc failed to lock in substrate early because Intel didn't want to pay in full and someone else was willing to pay in full and took the supply. Same arrogance that lost them the Apple chip deal 10 years ago.
> LPT CEO went to Japan to beg suppliers.
> not only bottleneck on supply, they ARE now telling us that they are changing the 18A (consumer) lines to Intel3 datacenter/cpu production, which takes 6 months (if that) to do. (Yes they are telling us now when they should have done a year ago)
> CFO said fy2027 FCF will negative out loud (seriously)
Here's what takes the cake, they didn't want to pay in full for substrate, like the most important thing in making a chip. Like your whole fucking company makes chip. It's like a sandwich place running out of bread. Then they waste a bunch time making a deal with Quantum startup (btw LPT invested in series B) - more distraction, no revenue, more debts.
I held mainly to hear about 14A deal. The 14A deal was promised to be H2 2026 - nothing. LPT said they're talking to a strategic partners (yeah that's the same talk $ASTS says). If they had a deal, they say we have a deal worth X billion, but we can't announce who it is. Meanwhile, Elon is shopping with $TSMC.
So to summarize, Intel missed a once in a lifetime opportunity to sell as many server chips to datacenter as possible but they were totally out of positioned. This impacted the guidance from $17B estimated to 15-16B lasting to H2 2026. I didn't mention about the PC segment because that's out of their control. Jensen planned years ahead for the AI boom, that's how their revenue has grown Q/Q Y/Y on massive scale.