FabG

@Maxouks Or buy $SMH and chill

J’ai officiellement +40% de mon portefeuille d’actions sur Nvidia et Microsoft. Nvidia se paie aujourd’hui ~36x ses bénéfices sur les 12 derniers mois, en dessous de sa moyenne récente (~45x), malgré une croissance totalement hors norme. Ses revenus ont explosé (+60% à +70% YoY), portés par la demande en IA. Mais surtout, Jensen Huang a récemment donné un ordre de grandeur clé : le marché des infrastructures IA (data centers) pourrait atteindre ~1 000 milliards de dollars d’ici 2027. On est en 2026, et il reste encore ~20 mois d’ici fin 2027. Autrement dit : la demande est encore en train de se construire. Et c’est là que le pricing devient intéressant : Selon les estimations du marché (consensus analystes), Nvidia se paierait autour de ~25–30x ses bénéfices attendus à court terme, et potentiellement ~20–22x sur horizon 2026–2027 si la trajectoire de croissance se confirme. Donc : 36x sur des bénéfices déjà réalisés et ~20x sur des bénéfices projetés d’ici SEULEMENT 1–2 ans. Aujourd’hui, le marché paie 20–25x pour des boîtes à 5–10% de croissance. Nvidia, c’est plusieurs dizaines de % de croissance, des marges brutes proches des 70%+, et une génération de cash colossale qui lui permet déjà d’investir massivement… voire de racheter des acteurs stratégiques sur toute la chaîne de valeur. (Groq est un bel exemple) Pour Microsoft, on est sur un ratio cours/benefices de 23, ça me paraît complètement délirant : le cours est au même niveau qu'il y a 1 an jour pour jour, et pourtant Microsoft a fait un revenu record à hauteur de 305 MLRD en 2025 (vs 260 en 2024) : le tout avec une marge de 50%. Mirosoft est exposé à énormément d'entreprises, j'aime bien dire ironiquement que je vois cette boite comme un ETF à elle seule, et les polémiques autour d'elle à ce jour font qu'elle se retrouve d'après moi énormément SOUS-EVALUÉE. L'avenir nous dira si avoir près de la moitié de mon portefeuille sur ces 2 entreprises aura été une bonne ou une mauvaise idée 🫡

@enriquemoreno @mikegapinski in the US only

@mikegapinski I noticed at 00:35 that he receives a warning about putting his hands on the wheel. Isn't that limitation removed?

Hi France! Can someone supervise me a great bottle of Champagne? We're celebrating tonight :D

@mikegapinski how did you get access to FSD in France (outside of Tesla test drives)?

Anyone playing is OpenFang at the moment? Just getting started here . What do you use it for?

@mr_alexlogan we all fucking hate sun block anyways

Why go to Bali when you literally have this in Europe?

@0xSweep That's what happens when the intern doesn't send the KYC form

Drug cartels saved the banks during the 2008 crash In 2005 a DEA drug dog flagged a plane in Florida for cocaine Agents traced the money back to Wachovia Bank in Miami Between 2004 and 2008 Wachovia moved $378 billion from Mexican exchanges with zero oversight Mexico's entire GDP at the time was $1.3 trillion One bank moved a third of that in 4 years At least $110 million was confirmed Sinaloa Cartel cash $13 million of it bought planes that shipped 22 tons of cocaine into the US HSBC was doing the same thing in Mexico Cartels built custom cash boxes sized to fit the bank counter and walked into HSBC branches with hundreds of thousands per day Bank of America accounts in Oklahoma were used to buy planes that carried 10 tons of cocaine An employee at Wachovia flagged it internally and got fired for it Wachovia paid a $160 million fine on $12.3 billion in profit and not one banker was charged HSBC paid $1.9 billion Same deal Zero jail time Antonio Maria Costa head of the UN Office on Drugs and Crime said publicly that drug money was "the only liquid investment capital" keeping banks alive Cartel cash kept the banks alive in 2008

@_kaitodev @karpathy @grok I cannot find the link to the tree map can you help?

5 minutes ago, @karpathy just dropped karpathy/jobs! he scraped every job in the US economy (342 occupations from BLS), scored each one's AI exposure 0-10 using an LLM, and visualized it as a treemap. if your whole job happens on a screen you're cooked. average score across all jobs is 5.3/10. software devs: 8-9. roofers: 0-1. medical transcriptionists: 10/10 💀 karpathy.ai/jobs

@TommasoGritti approved March 20th in the NL? Come on, tell us!

After watching infinite hours of 𝗧𝗲𝘀𝗹𝗮 𝗙𝗦𝗗 videos I at last got to try it first hand today in Amsterdam. 🥳 TLDR: it is so buttery-smooth and human-like that it is a boring experience... and this is the biggest compliment we can give to self driving car! 👏 Overall it handles any amount of pedestrian and bikes without harsh braking, setting the right speed in smaller roads slowing down without hard stops when interacting with pedestrians. If you have ever been in Amsterdam (or the Netherlands), you know bikes rule supreme, and FSD seems to handle 🚴🚴‍♂️without any issues, even in US, where the bulk of data comes from, bikes are not as common. Here are some highlights: • 1:12 - politely wait for pedestrian to pass • 2:10 - waits for all pedestrian and bikes to do what they do in Amsterdam... stopping in the middle of the street and talking 🤦‍♂️ ... and then confidently starts as soon the road is free • 3:18 - slows down from 18 Km/h to 12 Km/h to pass the usual pedestrian walking with a bike in a narrow canal street • 4:10 - waits for a bike to pass and picks the right left lane to turn: I have seen many drivers, not only tourists, wrongly use the tram lane to turn instead of the correct one • 5:05 - stops to let a guy cross in a random place • 5:55 - waits for a bike approaching pretty fast from the right side: again, I have seen drivers have to brake hard or cyclist having to avoid cars which had not seen them coming Thanks @teslaeurope for the nice ride and congrats to the whole @Tesla_AI team, you rock 🤘 $TSLA @KRoelandschap @fminderop @TeslaOwnersNL

Pas de fact check? "The post is not factually correct. The attached video originates from January 2025 and depicts Israeli teenagers in Jerusalem's Pisgat Ze'ev neighborhood throwing a stray kitten they found on the street from a fifth-floor balcony, with no confirmed connection to settlers, evictions, or a Palestinian family. This footage has been recirculated and falsely linked to a supposed March 11, 2026, incident involving settler violence in East Jerusalem. While settler attacks on Palestinians, including property seizures and animal cruelty, have been documented by organizations like the UN in 2026, this specific claim misattributes the video to such an event."

BFM va vous expliquer que les chatons étaient sans doute antisémites et menaçaient la sécurité d’Israel et les les généraux français des plateaux tv vous décriront la précision spectaculaire du geste avec enthousiasme 🙌🏼

Selon Grok: N'oubliez pas de fact check ✔️ "The post is not factually correct. The attached video originates from January 2025 and depicts Israeli teenagers in Jerusalem's Pisgat Ze'ev neighborhood throwing a stray kitten they found on the street from a fifth-floor balcony, with no confirmed connection to settlers, evictions, or a Palestinian family. This footage has been recirculated and falsely linked to a supposed March 11, 2026, incident involving settler violence in East Jerusalem. While settler attacks on Palestinians, including property seizures and animal cruelty, have been documented by organizations like the UN in 2026, this specific claim misattributes the video to such an event."

Des colons israéliens ont saisi la maison d'une famille palestinienne à Jérusalem, puis ont ri en jetant les chats des enfants d'un toit de cinq étages - pure cruauté.

@mateodr_ #brokenheart

@FabGeorjon En même temps qui est sous Linux en 2026 mdr

Toutes les boîtes IA là elles ship tellement vite que je suis perdu. Anthropic qui nous sort des features de Claude tous les 3 jours, et les autres pareil. J'ai mal au crâne. Je sais pas c'est quoi la bonne méthode. Entre essayer de tout suivre et du coup être potentiellement en avance sur les autres, mais du coup t'y passes 4h par jour. Ou juste laisser le temps passer, laisser le marché réguler naturellement, et dans quelques mois j'utiliserai les solutions qui seront encore en vie. Vous faites comment vous ?

@mikefutia Statics

I just vibe-coded a Meta ads tool that generates 100+ new static ad concepts in minutes 🤯 Pick a product, choose how many ads you want, and the AI creates 100+ unique concepts across completely different formats, not just remixes of one ad. All inside Claude Code. Perfect for DTC brands and agencies who are tired of spinning the same 3 ad formats and need net-new concepts at scale. If you're spending hours briefing designers on new ad concepts, waiting days for a first round, getting back 4 options that all look the same, giving notes, waiting again... And then doing it all over again next week because you burned through the last batch. This tool eliminates the entire loop: → Ships with 17 pre-loaded concept formats (us vs. them, iMessage-style, bold billboards, authority figures, feature callouts, UGC product-in-hand, and more) → Each format has real ad examples baked in so the AI knows exactly what to generate → Select your product, load your customer avatars, pick how many ads you want → AI auto-selects the best concept mix for your product and audience → Preview the full concept plan before anything generates — remove or regenerate anything No waiting on designers. No recycling the same 3 templates. No generating 20 ads that all look identical. What you get: → 17 concept formats out of the box (disable any you don't want) → Upload your OWN ad formats with up to 10 examples — the AI learns and scales them → Every ad comes with the format, angle, target persona, hook, body copy, and full prompt → Multi-brand support with saved brand kits and customer profiles I recorded a full walkthrough showing the V2 concept generator in action, and I'm sharing ALL the Claude Code prompts I used to build it so you can do it yourself. Want the prompts + walkthrough for free? > Like this post > Comment "STATICS" And I'll send it over (must be following so I can DM)

@JOBhakdi Tesla's China made EV sales jump 91% in Feb?

$TSLA Anyone has a guess what's behind the surge?

@Star_Knight12 Aïe aïe aïe

after AI, what's coming

@trikcode That's @levelsio in the back. So that's cheating

Vibe coding is funny man! You can build a multi million company just like this..😃

@mitchdeg + March 20th FSD approved in the NL?

I expect April to be a very exciting month. For Tesla (Cybercab, FSD 14.3, etc)…and much more!

@ArbieuL #programmaticseo 😂 on N8N?

"Ouais, le SEO si tu publies trop de pages, tu vas te faire ban, ouin ouin ouin" Les gaaaaaaars On va cook un truc sur le SEO je sens. Je parle pas trop mais je vous tease ça comme il faut. Bientôt vous allez khalass

@Kekius_Sage Use Mini Max instead

This is my first day using OpenClaw. I’m too old for this. I only asked it to read a few of the latest research papers, and it already cost me $20. I wouldn’t be surprised if next week it starts taking $1,000 from me every day.

@techhalla tutoriallllllllllllllll

we are so cooked 🙆‍♂️