And then decided capex revenue should be burnt as opex. Beyond even a rookie move.
November 9, 2026 at 4:35 AM
And then decided capex revenue should be burnt as opex. Beyond even a rookie move.
Cut White House opex/capex budget to $1. Make them pay their staff thru acq violations and illegal donations.
Trump announces Stephen Miller will be his new White House chief of staff, replacing Susie Wiles.
November 6, 2026 at 7:10 PM
Cut White House opex/capex budget to $1. Make them pay their staff thru acq violations and illegal donations.
It means that the music is about to stop and Larry Ellison is going to not have a chair.
MSFT OPEX on AI data center space is going to be scaled way back.
MSFT OPEX on AI data center space is going to be scaled way back.
November 6, 2026 at 6:43 PM
It means that the music is about to stop and Larry Ellison is going to not have a chair.
MSFT OPEX on AI data center space is going to be scaled way back.
MSFT OPEX on AI data center space is going to be scaled way back.
May I add a fifth: pass a landmark transportation reauthorization bill that includes ample money for transit & contains real reforms giving states more power to make CapEx & OpEx investment decisions. @markey.senate.gov @repauchincloss.bsky.social @pressley.house.gov @whipkclark.bsky.social
Ahead of the election, Hakeem Jeffries told me that if he’s speaker of the House, Democrats would begin with four priorities: Reverse Trump’s Medicaid cuts, restore ACA funding, end the Iran war and end the tariffs.
November 8, 2026 at 5:34 PM
May I add a fifth: pass a landmark transportation reauthorization bill that includes ample money for transit & contains real reforms giving states more power to make CapEx & OpEx investment decisions. @markey.senate.gov @repauchincloss.bsky.social @pressley.house.gov @whipkclark.bsky.social
I agree. It was a direct hedge IMO to only commit to OPEX for this nonsense, giving them the option to turn that spigot off.
I'm happy for Larry to become miserable in his old age.
I'm happy for Larry to become miserable in his old age.
November 6, 2026 at 7:21 PM
I agree. It was a direct hedge IMO to only commit to OPEX for this nonsense, giving them the option to turn that spigot off.
I'm happy for Larry to become miserable in his old age.
I'm happy for Larry to become miserable in his old age.
Ah... faut voir.
J'ai toujours trouvé que mes commémos OPEX étaient un super détecteur de connard, par le regard torve inratable.
À l'inverse, ceux qui portent la médaille allemande des sports...
J'ai toujours trouvé que mes commémos OPEX étaient un super détecteur de connard, par le regard torve inratable.
À l'inverse, ceux qui portent la médaille allemande des sports...
November 8, 2026 at 1:42 PM
Ah... faut voir.
J'ai toujours trouvé que mes commémos OPEX étaient un super détecteur de connard, par le regard torve inratable.
À l'inverse, ceux qui portent la médaille allemande des sports...
J'ai toujours trouvé que mes commémos OPEX étaient un super détecteur de connard, par le regard torve inratable.
À l'inverse, ceux qui portent la médaille allemande des sports...
Normalement c'est standard, d'ailleurs encore appliqué quand l'armée de terre fait de la MO en OPEX : on porte le béret, pas le casque.
November 2, 2026 at 10:11 AM
Normalement c'est standard, d'ailleurs encore appliqué quand l'armée de terre fait de la MO en OPEX : on porte le béret, pas le casque.
Isn’t better transit better than free transit for inducing mode shift though? And fares give you more opex dollars to run better service.
November 4, 2026 at 4:16 PM
Isn’t better transit better than free transit for inducing mode shift though? And fares give you more opex dollars to run better service.
Program Manager, Workplace Health & Safety (WHS) Operational Excellence (OpEx) - Nashville Job educativ.net/jobs/job/68065...
November 5, 2026 at 9:44 PM
Program Manager, Workplace Health & Safety (WHS) Operational Excellence (OpEx) - Nashville Job educativ.net/jobs/job/68065...
Je faisais plus référence à une opex dans l'ancien pré carré colonial comme l'interv au Mali, où on utilise peu d'artillerie d'ailleurs (par contre les drones d'Attal...)
November 9, 2026 at 8:13 AM
Je faisais plus référence à une opex dans l'ancien pré carré colonial comme l'interv au Mali, où on utilise peu d'artillerie d'ailleurs (par contre les drones d'Attal...)
Spot on. If it’s deterministic, code it. If it’s messy, AI it. Over-prompting simple logic kills your OpEx. Native code steps or regex are faster, cheaper, and 100% reliable.
November 8, 2026 at 6:37 PM
Spot on. If it’s deterministic, code it. If it’s messy, AI it. Over-prompting simple logic kills your OpEx. Native code steps or regex are faster, cheaper, and 100% reliable.
Collections up but take-home flat? Watch overhead: (opex − owner pay) ÷ collections.
https://medium.com/@jakemlatimer/your-overhead-ratio-the-cost-structure-every-doctor-dentist-and-vet-should-manage-like-a-cfo-0282e5912b14
#PracticeManagement #CFO
https://medium.com/@jakemlatimer/your-overhead-ratio-the-cost-structure-every-doctor-dentist-and-vet-should-manage-like-a-cfo-0282e5912b14
#PracticeManagement #CFO
Collections up but take-home flat? Watch overhead: (opex − owner pay) ÷ collections.
https://medium.com/@jakemlatimer/your-overhead-ratio-the-cost-structure-every-doctor-dentist-and-vet-should-manage-like-a-cfo-0282e5912b14
#PracticeManagement #CFO
Collections up but take-home flat? Watch overhead: (opex − owner pay) ÷ collections.
https://medium.com/@jakemlatimer/your-overhead-ratio-the-cost-structure-every-doctor-dentist-and-vet-should-manage-like-a-cfo-0282e5912b14
#PracticeManagement #CFO
medium.com
November 6, 2026 at 6:40 PM
Collections up but take-home flat? Watch overhead: (opex − owner pay) ÷ collections.
https://medium.com/@jakemlatimer/your-overhead-ratio-the-cost-structure-every-doctor-dentist-and-vet-should-manage-like-a-cfo-0282e5912b14
#PracticeManagement #CFO
https://medium.com/@jakemlatimer/your-overhead-ratio-the-cost-structure-every-doctor-dentist-and-vet-should-manage-like-a-cfo-0282e5912b14
#PracticeManagement #CFO
$GERN: Geron posted Q3 RYTELO revenue of $60.1M, up 5% from Q2, and net income of $1.4M; opex guidance lowered to $220-230M. Not investment advice.
https://www.merlintrader.com/geron-corporation-stock-hub/
https://www.merlintrader.com/geron-corporation-stock-hub/
November 8, 2026 at 11:55 AM
$GERN: Geron posted Q3 RYTELO revenue of $60.1M, up 5% from Q2, and net income of $1.4M; opex guidance lowered to $220-230M. Not investment advice.
https://www.merlintrader.com/geron-corporation-stock-hub/
https://www.merlintrader.com/geron-corporation-stock-hub/
L'indochine, l'Algérie, l'Irak, Les balkans, etc les Opex et même Sentinelle c'est ne pas être en guerre.
Le Jean-Michel Apeupresque de l'Histoire ce Chapoutot.
Je ne comprends pas l'aura qu'il a tant ses ouvrages sont truffés de manques de méthodologie.
Ce n'est pas un historien mais un essayiste
Le Jean-Michel Apeupresque de l'Histoire ce Chapoutot.
Je ne comprends pas l'aura qu'il a tant ses ouvrages sont truffés de manques de méthodologie.
Ce n'est pas un historien mais un essayiste
November 5, 2026 at 1:30 PM
L'indochine, l'Algérie, l'Irak, Les balkans, etc les Opex et même Sentinelle c'est ne pas être en guerre.
Le Jean-Michel Apeupresque de l'Histoire ce Chapoutot.
Je ne comprends pas l'aura qu'il a tant ses ouvrages sont truffés de manques de méthodologie.
Ce n'est pas un historien mais un essayiste
Le Jean-Michel Apeupresque de l'Histoire ce Chapoutot.
Je ne comprends pas l'aura qu'il a tant ses ouvrages sont truffés de manques de méthodologie.
Ce n'est pas un historien mais un essayiste
is a label, not analysis. Split fee = likely part of spread or roll. Dec 17 is quarterly OPEX — big roll target. Could be Q4 overwriting/rebalancing.
November 5, 2026 at 9:09 PM
is a label, not analysis. Split fee = likely part of spread or roll. Dec 17 is quarterly OPEX — big roll target. Could be Q4 overwriting/rebalancing.
les résultats ds midterms peuvent ils changer la donne sur le théatres des OPEX etats uniennes ?
November 4, 2026 at 9:57 AM
les résultats ds midterms peuvent ils changer la donne sur le théatres des OPEX etats uniennes ?
1/ North America FY2026 revenue: $28,897.8M. The split from the release:
Product & distribution 28.7%
Coffeehouse opex 51.5%
D&A 4.1%
G&A + restructuring + other 3.8%
Operating income 12.0%
Product & distribution 28.7%
Coffeehouse opex 51.5%
D&A 4.1%
G&A + restructuring + other 3.8%
Operating income 12.0%
November 5, 2026 at 4:09 PM
1/ North America FY2026 revenue: $28,897.8M. The split from the release:
Product & distribution 28.7%
Coffeehouse opex 51.5%
D&A 4.1%
G&A + restructuring + other 3.8%
Operating income 12.0%
Product & distribution 28.7%
Coffeehouse opex 51.5%
D&A 4.1%
G&A + restructuring + other 3.8%
Operating income 12.0%
To put it another way, if they were being honest, AI companies wouldn't report data center build-out and model training as CAPEX. They'd report it as OPEX, because the nature of the business requires them to constantly chase a (by definition, always) moving target.
November 4, 2026 at 4:22 PM
To put it another way, if they were being honest, AI companies wouldn't report data center build-out and model training as CAPEX. They'd report it as OPEX, because the nature of the business requires them to constantly chase a (by definition, always) moving target.
Your point? Are you suggesting that w/ more units there would be no need for direct provision of Affordable Housing? Thats incorrect. People at the bottom cant pay a market rent —their income not sufficient to cover opex much less both capex + opex.
November 4, 2026 at 2:48 AM
Your point? Are you suggesting that w/ more units there would be no need for direct provision of Affordable Housing? Thats incorrect. People at the bottom cant pay a market rent —their income not sufficient to cover opex much less both capex + opex.
Sodium-ion batteries have higher upfront costs at $229/kWh, compared with $200/kWh for Lithium Iron Phosphate (LFP) batteries. But Sodium-ion has lower Opex. Also, sodium is abundant […]
Original post on mastodon.energy
mastodon.energy
November 6, 2026 at 5:02 PM
Sodium-ion batteries have higher upfront costs at $229/kWh, compared with $200/kWh for Lithium Iron Phosphate (LFP) batteries. But Sodium-ion has lower Opex. Also, sodium is abundant […]
that graf about state subsidies making your heat pump opex cheaper? you guys
the right is making SO much hay about how climate policy is expensive BS being paid for by regular people
they eat this stuff UP
the right is making SO much hay about how climate policy is expensive BS being paid for by regular people
they eat this stuff UP
November 2, 2026 at 6:22 PM
that graf about state subsidies making your heat pump opex cheaper? you guys
the right is making SO much hay about how climate policy is expensive BS being paid for by regular people
they eat this stuff UP
the right is making SO much hay about how climate policy is expensive BS being paid for by regular people
they eat this stuff UP
Two honest answers. Monitoring to prevent spoilage (as others have said). Also to dynamically cool when energy costs are lower and avoid cooling when costs are higher (as if a temperature battery). Of course the ability to hack is bad! But there are legit OpEx considerations as energy costs go up.
November 2, 2026 at 5:54 PM
Two honest answers. Monitoring to prevent spoilage (as others have said). Also to dynamically cool when energy costs are lower and avoid cooling when costs are higher (as if a temperature battery). Of course the ability to hack is bad! But there are legit OpEx considerations as energy costs go up.
US economic calendar, Fri Nov 6 (times ET):
8:30 Jobs report (NFP), high impact
10:00 UMich sentiment & inflation expectations, high impact
Educational, not financial advice.
thetagrade.com/news-events
#$SPY #StockMarket #trading
8:30 Jobs report (NFP), high impact
10:00 UMich sentiment & inflation expectations, high impact
Educational, not financial advice.
thetagrade.com/news-events
#$SPY #StockMarket #trading
News & Events — economic calendar, earnings, OPEX
This week’s market-moving US events: FOMC, CPI, jobs, PMIs, retail sales, GDP and PCE release times (ET) from official schedules, S&P 500 earnings dates, options expiration, and impact-tagged headlines.
thetagrade.com
November 6, 2026 at 1:10 PM
US economic calendar, Fri Nov 6 (times ET):
8:30 Jobs report (NFP), high impact
10:00 UMich sentiment & inflation expectations, high impact
Educational, not financial advice.
thetagrade.com/news-events
#$SPY #StockMarket #trading
8:30 Jobs report (NFP), high impact
10:00 UMich sentiment & inflation expectations, high impact
Educational, not financial advice.
thetagrade.com/news-events
#$SPY #StockMarket #trading
Given US car dependent sprawl, in the short term ridership cannot provide fares to meaningfully contribute to opex of good transit in most of the US.
So build good transit and cover opex in the short/medium term with taxes, until land is redeveloped. Fares are a distriction or excuse to avoid it.
So build good transit and cover opex in the short/medium term with taxes, until land is redeveloped. Fares are a distriction or excuse to avoid it.
November 4, 2026 at 4:22 PM
Given US car dependent sprawl, in the short term ridership cannot provide fares to meaningfully contribute to opex of good transit in most of the US.
So build good transit and cover opex in the short/medium term with taxes, until land is redeveloped. Fares are a distriction or excuse to avoid it.
So build good transit and cover opex in the short/medium term with taxes, until land is redeveloped. Fares are a distriction or excuse to avoid it.