Blue

@AccessIPOs Requested 5000 from Fidelity, got nothing. I tried calling and asking what the actual numbers were for assets/relationship status, all they did was regurgitate their website nonsense.

Disappointing Cerebras IPO allocations across the board for retail. Most investors in our community received zero from $SOFI and Fidelity. ETRADE zero or smalls. Familiar outcome for deals solely led by $MS. $CBRS Don't chase it.

@jukan05 What are your thoughts on today's pump, I originally thought it was from Stacy turning slightly bullish and sovereign AI France deal...but is this actually Anthropic now?

I’ve definitely been very positive on AMD… but Anthropic using AMD MI450 was not on my bingo card.

@DeItaone Taco by 9AM after a couple calls go through.

*US MILITARY SAYS IT WILL BEGIN HORMUZ BLOCKADE 10AM ET MONDAY

@f1dlerontheroof @HormuzLetter Yes that's the route to Europe, they would choke hold the downward route to all of Asia though.

@Arcinist0 @HormuzLetter I thought it was supposed to go up through the Mediterranean Sea.

BREAKING: Iran's IRGC says that if Trump carries out his Strait of Hormuz blockade, Iran will respond by taking control of the Bab el-Mandeb Strait through the Houthis, per Press TV.

@f1dlerontheroof @HormuzLetter How do you think oil gets out of the east to west pipline...

@HormuzLetter So what if they do. The new Saudi pipeline makes all those routes less important anyway.

@SemiAnalysis_ Your credibility is shot

Speed is the Moat! Measuring performance over time is what matters. For single-node FP4 MI355 DeepSeek R1 MoE, every time we update the SGLang version, we continue to see rapid increases in performance! Check out the latest perf at inferencex dot com 🔥

@SemiAnalysis_ @roaner @AnushElangovan You're still a clown for creating delay rumors and moving posts.

KING ALERT: Congrats to @roaner & @AnushElangovan & 10x AMD China Engineering team for its amazing FP8 MI355 ROCm SGLang disaggregated performance beating NVIDIA Blackwell! They are also the Inference King! 👑

Lots of talk about tokens lately, but what matters is how they show up in your workload. Let’s unpack the GTC benchmark. amd.com/en/developer/r…

@dylan522p @mayorhardin You're a clown who won't ever admit anything

@mayorhardin We put it out in a private report for clients. AMD brought it out publicly ofc I'ma defend myself

Classic Analyst vs Company discussion.

@jukan05 Thoughts on the potential AMD x Meta deal as well as the structure? reddit.com/r/AMD_Stock/co…

@Kimblefiles What happened to the Northern Lights call video? Was going back for a rewatch :(

Once again, Juul has admitted responsibility for its role in hooking a generation to tobacco products. We applaud the State AGs for their efforts and call on the $ from this agreement be directed to fund state's tobacco control programs. on.lung.org/3Ro2ZAL

@TusharPatel1992 @mike8duke @Pshit15 @4P_PSFE_FAN @Drizzy99742381 @WSB_OfficialMod @ChrisRu74209760 @highNdry85 @sportsandstonkz @BullEllis @Coolehead @Deej_IV @sam56375073 @HumbleandH @HartmanPharr @ankipate23 @NateSlide @SMousedream @Mike09964617 @dam_luther @edubu42 @LexSP4 @ShaolinvsWutang @RemMorgan1 @FrankCrocetti @Back_2TheMiddle @JohnWal63346526 @robertoflay @Futureinvestme9 @WoofTones @PaysafeCFO @bazzarh123 @RelentlessInve2 @vipersiii @JimJnb22 @johnaba11402172 @TheAggressiveI2 @brcnk77 @PauliePancakes_ @benjvmintay @BFTOG1 @themorgagexpert @GlennEdmonds @BaronVonMonte @Paysafe @BruceLowthers @skrill @BillFoleyHockey @IzzyDawood You're such a sad human bro

Supreme Court my ass

Juul Labs won a temporary stay of the FDA’s order for the vaping company to pull its e-cigarettes off the U.S. market on.wsj.com/3QKkkUK

The United States Supreme Court has overturned Roe v. Wade. Today is a dark and heartbreaking day in our country’s history.

they really banned juul before AR-15s

Breaking: The FDA ordered Juul to halt sales of all of its e-cigarette products in the U.S. on.wsj.com/3OvlZve

Juul e-cigarettes could be ordered off the U.S. market by the FDA as soon as today, people familiar say on.wsj.com/3Oz9y1O

@PaysafeCFO @HumbleandH @dam_luther @Drizzy99742381 @bazzarh123 @highNtight1985 @RelentlessInve2 @4P_PSFE_FAN @ChrisRu74209760 @HartmanPharr @JohnWal63346526 @Deej_IV @sam56375073 @vipersiii @Mike09964617 @Futureinvestme9 @JimJnb22 @NateSlide @LexSP4 @sportsandstonkz @johnaba11402172 @BullEllis @TheAggressiveI2 @Back_2TheMiddle @brcnk77 @Coolehead @PauliePancakes_ @benjvmintay @WoofTones @BFTOG1 @robertoflay @themorgagexpert @GlennEdmonds @BaronVonMonte @NSay_Paysafe @ShellyP35726065 @Sean91926537 @FrankCrocetti @ankipate23 @JPuckski @SnowflakeCruz8 @TheTroglodyte1 @kerz_investing @Rendezvous2332 @TopNotch034 @Rigoni1Davide @RemMorgan1 @FNacovsky @Paysafe This really needs to be hammered home. Expectations were set Q3, not sure why everyone's surprised- besides the impairment.