Few menu items so singularly express our collective surrender to fat and carbs than the habitual ease with which we order french fries. We can’t get enough of them. At the McDonald’s I worked at one summer in high school, I recall heaving what seemed like an endless bounty of golden fries into the fry […]
Tag Archives: Lamb Weston
scuttleslops
[scuttleslops] Semiconductors and AI Infrastructure: AAPL, CRWV, NBIS, HPE, DELL, Analog Chips
What are scuttleslops? The Circuit: Apple’s Siri AI, Nebius Inflection, China Trip Takeaways; June 15, [...]
Continue reading →[ZTS] Zoetis
[ZTS] Zoetis could use a booster shot
MBI and I recorded an episode of Never Sell recently (Scuttleslops, OpenAI valuation, Ryan Specialty) (Spotify, YouTube) Upcoming posts [...]
Continue reading →scuttleslops
[scuttleslops] E-commerce: SHOP, WMT, TGT, DASH, UBER, Tik-Tok, Shein, Waymo
What are scuttleslops? The Jason & Scot Show: The Non-Agentic Episode; June 18, 2026 The [...]
Continue reading →[APO] Apollo
Apollo and what even is private credit?
The term “private credit” labors under the weight of negative connotations, yet remains poorly defined. [...]
Continue reading →scuttleslops
[scuttleslops] AAPL, NVDA, TYL, FISV, APO, ROL
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, U-Haul, Apollo, Zoetis, and CCC [...]
Continue reading →