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Ohh, apparently we're getting a new Kasablanca album in November, with this, 'Audio Machina', being the first single.

song.link/i/1829766062

#NowPlaying






I just hit 1000 followers on here, thank you all so, very much! I joined Mastodon back in January and I wound never have thought it would end up being such an incredible community! I would not be where I am now without all of you; thank you 💕

#Mastodon



Lululemon Plunges On Weak Guidance As Sexy Leggings Demand Slumps

Lululemon Plunges On Weak Guidance As Sexy Leggings Demand Slumps

Lululemon shares in New York crashed on Friday after the upscale athletic apparel retailer slashed its full-year earnings guidance, citing the Trump administration's move to end the de minimis exemption loophole.

"This is a disappointing update from LULU, and we expect shares to underperform peers tomorrow as a result," Goldman analyst Brooke Roach wrote in a first take note to clients after the earnings release on Thursday.

cms.zerohedge.com/s3/files/inl…

Across the board, Lululemon cut its FY25 outlook, lowering revenue expectations in the US, Canada, and China as demand for its overpriced sports bras, workout tops, and leggings weakens.

cms.zerohedge.com/s3/files/inl…

Roach provided more color on the outlook downgrade:

The company lowered its FY25 outlook across all key line items. For FY25, LULU's lowered its revenue growth expectations for the US, Canada and China as consumer demand for the brand continues to soften, and margin pressures have increased as a result of (1) Incremental tariff rate increases (~50bps net headwind vs. 40bps prior); (2) Changes in the de minimis exemption (~170bps net headwind); (3) Elevated promotionality (~50bps headwind vs. 10-20bps prior); and (4) Incremental SG&A deleverage due to FX and ongoing investments in Power of 3x2 initiatives (~80-90bps deleverage vs. ~50bps prior). Management noted they expect a ~$320mn EBIT headwind from tariffs (incl. de minimis pressures) as they look out to FY26.

As a result, Lululemon shares plunged in New York, down about 16% by 10:00 a.m. EST. Year-to-date, the stock is off 55%, hitting lows not seen since early 2020.

cms.zerohedge.com/s3/files/inl…

Roach is "Neutral" on the stock. He explained (dropbox.com/scl/fi/657g62amk3c…
) that he lowered his 12-month price target to $200 from the previously stated $232.

Other Wall Street analysts noted weakness in its US business. Stifel downgraded the stock to "Hold" from "Buy."

According to Bloomberg data, 28.9% of Wall Street analysts rate the stock a "Buy," 57.9% a "Hold," and 13.2% a "Sell."

cms.zerohedge.com/s3/files/inl…

More commentary (courtesy of Bloomberg):

Stifel's Peter McGoldrick (cut to hold from buy, PT to $205 from $324)

The meaning FY25 guidance cut was due to challenges from domestic market pressures and removal of the de minimis exemption


While the acknowledgment of underperformance within the casual side of the business is a starting point, "reigniting brand momentum in the US is likely to take longer than we had previously anticipated"

Bloomberg Intelligence's Poonam Goyal

"Lululemon is facing increased pain from tariffs and slowing sales, notably in the Americas"


Along with guidance for a $240 million annual hit to gross profit from tariffs and the removal of the de minimis exemption, the company cut its earnings guide

JPMorgan's Matthew Boss (neutral, PT to $191 from $224)

The company's 2Q same-store-sales was weighed down by weak Americas comps, "which sequentially worsened over the course of the quarter despite taking higher than planned markdowns"


"Merchandise mix reset required into spring 2026"

Jefferies' Randal Konik (underperform; PT $150)

Says the US business is declining, adding that the third- quarter earnings appear to be a "little better," but the topline miss is the major issue due to competition and will continue to worsen given the below Street outlook


"We believe guidance cuts continue and will become more severe through the end of the fiscal year"

EMARKETER's Suzy Davidkhanian

Lululemon's second-quarter results were mixed as revenue grew 7% to $2.5 billion, but missed guidance, while adjusted EPS beat expectations


"Once the trailblazer in athleisure, Lululemon has lost its innovation edge, now squeezed by luxury newcomers like Alo Yoga and private-label dupes with comparable fabric tech at lower prices"


"Looking ahead, holiday gifting may provide a short-term lift, but sustainable growth hinges on whether Lululemon can move credibly into new sport verticals and find the right formula for its footwear"


Queue the Sweeney ad...

And... it's up 50% t.co/BjlDaAs5fu

— zerohedge (@zerohedge) twitter.com/zerohedge/status/1…

. . .

cms.zerohedge.com/users/tyler-…

Fri, 09/05/2025 - 11:20

zerohedge.com/markets/lululemo…




ActBlue Lawyers Subpoenaed As House GOP Investigation Into Donor Fraud Intensifies

ActBlue Lawyers Subpoenaed As House GOP Investigation Into Donor Fraud Intensifies

amgreatness.com/2025/09/05/act…
,

Three top lawyers for the Democratic fundraising organization ActBlue have been subpoenaed by members of the House Administration, Judiciary and Oversight committees who are probing the group’s ties to alleged fraudulent donations.

cms.zerohedge.com/s3/files/inl…

The individuals who have been summoned to be deposed by House investigators include former ActBlue general counsel Darrin Hurwitz and ex-director and associate general counsel Aaron Ting as well as another anonymous ActBlue lawyer.

They have been asked to appear for depositions on Oct. 15, 21 and 28.

🚨 Our investigation into ActBlue continues.
Today, Chairmen twitter.com/RepBryanSteil?ref_…
issued subpoenas to one current and two former ActBlue employees to appear for depositions.
Read more from twitter.com/nypost?ref_src=tws…

— House Admin. Committee GOP (@HouseAdmin) twitter.com/HouseAdmin/status/…

The nypost.com/2025/09/04/us-news/…
that records previously uncovered by the House committees show that Hurwitz, Ting and the unidentified counsel worked with the platform’s fraud prevention team to relax the organization’s donation standards during the 2024 election cycle.

ActBlue is accused of allowing debit and credit transactions to be processed without requiring a card verification value (CVV) until January 2024 and then further instructed employees to “look for reasons to accept contributions.”

In April and September of 2024, guidelines were further relaxed allowing between 14 and 28 fraudulent contributions each month.

A report released in March from House Oversight and Administration Committee staff, showed that ActBlue had 1900 fraudulent transactions between February 2022 and November 2024.

The letter released Thursday by the House committees, says, “Other internal ActBlue documents show that top fraud-prevention staff assessed that there were several mechanisms by which bad actors could evade ActBlue’s fraud-prevention systems and make illicit donations.”

In that letter, Administration Committee Chairman Bryan Steil (R-WI), Judiciary Chairman Jim Jordan (R-OH) and Oversight Chairman James Comer (R-KY) affirmed that, “Congress has a specific interest in ensuring that bad actors, including foreign actors, cannot make fraudulent or illegal political donations through online fundraising platforms. Our oversight to date indicates that current law may be insufficient to stop these illicit donations.”

The organization was also found to have fraudulently used the names and personal confidential information of American citizens, without their knowledge or permission, to launder money through the ActBlue platform.

An overnight investigation has found even more disturbing evidence of donation fraud in my name...
ActBlue FEC campaign reports claim I donated multiple $2 amounts to Democratic candidates in Kansas.
I have never stepped foot in Kansas.
I have never donated to any candidate. t.co/JPYA9ZTp3m

— Matt Van Swol (@matt_vanswol) twitter.com/matt_vanswol/statu…

cms.zerohedge.com/users/tyler-…

Fri, 09/05/2025 - 11:40

zerohedge.com/political/actblu…




Are the four cycles over? youtu.be/xlFpEKCCOWI?feature=s…
in reply to isabella

🤖 Tracking strings detected and removed!

🔗 Clean URL(s):
youtu.be/xlFpEKCCOWI

❌ Removed parts:
?feature=shared



永月さんのツイート↓

> 9/12(金)19:00〜20:00
> 自民党本部前
> #石破辞めるな やります。

> 8/31に行われた「石破辞めろ」デモへのカウンター+継続は力なりという願いを込めて、4回目を自主的にやりたいと思います。
> 基本スタンディング。
> プラカード、ペンライト、うちわ、旗などご持参歓迎です。
> #0912自民党本部前激励

x.com/mit0919sahne/status/1962…



仕事場チャット的なので、現代のクヒオは宇宙飛行士か。
と呟いたら「ねーさん、「歳がバレまっせ」とw
隠してねーし、堺雅人の映画で知ったし。いや、それでも🤣

x.com/ekim_nika/status/1962623…




Mentre al Forum Ambrosetti sfilano finanza e governo, a pochi passi da Villa d’Este si apre una due giorni di idee e proposte per un’alternativa pacifica all’agenda dell’élite italiana e mondiale. Di fronte allo spreco di risorse per le guerre, una rete di rappresentanti di associazioni, organizzazioni sindacali e istituti di ricerca crede che un’altra strada sia possibile: al centro cooperazione, sicurezza comune, diritti

editorialedomani.it/politica/e…

(il mio articolo per @DomaniGiornale)



Miracle-wm 0.7 è qui! Completata l’implementazione IPC, arrivano nuovi comandi, configurazioni per mouse e tastiera, e fix importanti. Un tiling window manager moderno per chi ama il controllo su Linux. #Linux

linuxeasy.org/miracle-wm-0-7-i…



Made it to the hotel after taking in everything from Savile Row to Camden today. Feet up for a bit, then to the #fixfest social ahead of tomorrow's event.

#photography



[#TRADESHOW] #Music #China 2025, one of the #world’s most #influential musical #instrument #exhibitions, will take place from October 22 to 25, 2025, at the #Shanghai New #International #Expo #Center. Top destination for musical instrument #manufacturers, music #educators, #tech #innovators, and #industry professionals, offering full-spectrum coverage from instrument #manufacturing to music #education, #therapy, and #digital #applications. cnbusinessforum.com/event/musi…


Lucchese, Lorenzini e Allegrucci ko: lesione per entrambi
Il primo ha accusato una lesione parziale di un legamento della caviglia sinistra, a seguito di un trauma distorsivo. Per il secondo, invece, c'è la lesione miotendinea al retto femorale.

noitv.it/2025/09/lucchese-lore…






My 5-year-old helps out by feeding our husky dog every day.

He has started placing a single piece of dry dog food on her back as a quiet little prank.

#parenting #dogs



in reply to Joel

Loved that book, and the second! Still need to read the rest 😅
in reply to Joel

it's a nice series ok but after the first 3 or 4 books it gets kinda flat. I used to be a huge fan of Murderbot, but after reading the most recent book I gave up.


!!! SEE IT AGAIN !!! 👀👏 "Google No Divesto" | Weekly News Roundup

#YouTube:
youtube.com/@SwitchedtoLinux/s…

#Odysee:
odysee.com/@switchedtolinux:0

#Rumble:
rumble.com/c/SwitchedToLinux/l…

#Bitchute:
bitchute.com/channel/uf9hzD216…

!!! NOTE !!! Switched To Linux is, “written by a broad spectrum computer consultant to help people learn more about the Linux platform.” This account is a supporter of Switched To Linux and provides convenience posts of thumbnails art, videos and streams.

ALL HAIL THE VAN PANTHERS!!!

«Posts may contain hashtags as content may pertain to many distributions and/or related material/topics. Posts may be reposted, boosted, shared, etc. by bots and/or other accounts and are done so at the discretion of the bots/accounts that perform those actions. This account is not responsible for the action(s) of those bots and/or accounts. Therefore, Offended Discretion is advised.»

#SwitchedToLinux #Linux #Windows #Mac #Technology #Tech #AltTech #FOSS #YouTube #Odysee #Rumble #BitChute #Locals #DLive #Twitch #FactCheckTrue #Fediverse #WeeklyNewsRoundup #Stream #google #antitrust #ageverification

!!! Tell us what you think by filling out a "SATISFACTION SURVEY or ABUSE/SPAM REPORT" form from Teh AnKorage !!!

cryptpad.disroot.org/form/#/2/…






Il vice primo ministro del Regno Unito Angela Rayner si dimette per errore fiscale euractiv.it/section/mondo/news…


LUNA de SANGRE 7 SEPT TODOS los DATOS de DÓNDE y CÓMO VERLA
youtube.com/watch?v=qa2-RgOiEt…



Borsa: Europa in rosso coi dati Usa, Francoforte -0,7% - Notizie - Ansa.it
https://www.ansa.it/sito/notizie/economia/2025/09/05/borsa-europa-in-rosso-coi-dati-usa-francoforte-07_20d2e941-4d06-4c64-a490-9bc97930bdf7.html?utm_source=flipboard&utm_medium=activitypub

Pubblicato su Economia @economia-AgenziaAnsa

Economia reshared this.



9to5Mac Daily: September 5, 2025 – iPhone 17 rumors, AI departures
https://9to5mac.com/2025/09/05/daily-september-5-2025/?utm_source=flipboard&utm_medium=activitypub

Posted into All Stories @all-stories-9to5mac



> As currently constructed, AI is an oligarchy-enriching, worker-immiserating, energy-depleting, brain-rotting economic bubble in waiting. Democrats can get on the public’s side here.

I haven't even read the article but (considering how strongly I agree with the premises here) I'm mostly just sad about how clearly this highlights the financial capture of the DNC

---

Democrats Must Oppose the AI Industry - The American Prospect
prospect.org/power/2025-09-05-…

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Borsa: Milano chiude in deciso calo (-0,91%) - Notizie - Ansa.it
https://www.ansa.it/sito/notizie/economia/2025/09/05/borsa-milano-chiude-in-deciso-calo-091_d28acc8d-a590-4da7-a41f-e076af8f349a.html?utm_source=flipboard&utm_medium=activitypub

Pubblicato su Economia @economia-AgenziaAnsa

Economia reshared this.



Ue, multa di 2,95 miliardi a Google, distorta concorrenza - Notizie - Ansa.it
https://www.ansa.it/sito/notizie/economia/2025/09/05/ue-multa-di-295-miliardi-a-google-distorta-concorrenza_bee929a8-0828-4802-8a17-1d32f3ba36df.html?utm_source=flipboard&utm_medium=activitypub

Pubblicato su Economia @economia-AgenziaAnsa

Economia reshared this.




Sigh - it wasn't DNS, it wasn't the expired certificates, it was the clock…
in reply to Erik Ableson

You should still be able to sync within the virtual machine itself, though? Instead of relying on the host clock?
in reply to Sindarina, Edge Case Detective

@sindarina *should* being the operative word here. I think that the problem is that it's part of an auto-deployment script and the network connection for allowing the NTP is coming too late in the installation process inside the VM.

Plus something strange on the host as it's not connecting to the 0.europe.pool.ntp.org address, but does fine on 1-3. Removing that entry and I'll see if that stabilizes things on the host (although this problem should only occur if I turn off the lab for an extended period)



New study finds that bilingual Ukrainians were less likely to believe news stories written in their less-preferred language, showing that language itself shapes how people judge information.
cambridge.org/core/journals/jo…
#MisinfoResearch

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