Two Shoe Grahamson
973 posts
Two Shoe Grahamson retweetledi
For Netanyahu to tell his cabinet that the Trump administration reports to him every day in detail is quite something. I don't understand how any nativist or sovereignist would accept that.
Barak Ravid@BarakRavid
Netanyahu at a cabinet meeting: "I spoke yesterday with Vice President J.D. Vance. He called me from his plane on his way back from Islamabad. He reported to me in detail, as this administration does every day, about the development of the negotiations. In this case, the explosion in the negotiations. The explosion came from the American side, which could not tolerate Iran's blatant violation of the agreement to enter the negotiations. The agreement was that they would cease fire, and the Iranians would immediately open the gates. They did not do that. The Americans could not accept that. He also made it clear to me that the main issue on the agenda for President Trump and the United States is the removal of all enriched material, and ensuring that there is no more enrichment in the coming years, and that could be in decades, no enrichment within Iran. That is their focus, and of course it is also important to us."
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Two Shoe Grahamson retweetledi
This was the lineup for that game:
Giroux–Couturier–Voracek
Raffl-Hayes-Konecny
van Riemsdyk-Laughton-Pitlick
Lindblom-Thompson-Aube-Kubel
Provorov-Niskanen
Sanheim–Myers
Hagg –Braun
Hart
TLY@TheLibertyYell
Biggest game in 5 years and 219 days tomorrow. Last game was the Game 7 against the New York Islanders where they lost 4-0 on September 5th, 2020.
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Two Shoe Grahamson retweetledi
“I'm not familiar with Pope Leo or his beliefs, so I can’t comment on that”- Speaker Mike Johnson
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@CapexAndChill Disciplined capital? He paid $50B+ for a software company that’s gonna be irrelevant in a few years…
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This interview with $AVGO CEO Hock Tan has some interesting insights. Broadcom is dominating the custom AI chip market. Hock Tan is a disciplined capital allocator. He refuses to chase hype and only builds when he has hard, production-scale purchase orders in hand.
Right now, Broadcom is building custom silicon for 7 major foundation model creators, and four of them are already dropping massive purchase orders at scale. The biggest takeaway from this interview is Tan’s view on the power grid bottleneck. The broader market is panicking over the need for massive 1-gigawatt or 2-gigawatt power sites. Tan points out that AI inference workloads do not need that. You can easily distribute inference across smaller 50 to 200 megawatt sites that are widely available on the grid right now. This completely bypasses the immediate energy crunch.
Meanwhile, VMware is operating as a massive free cash flow machine to fund all this growth without hurting the balance sheet. AVGO is combining custom accelerators, networking clusters, and software stacks to maximize performance per dollar. Tan says generative AI will eventually add $10T to global GDP. That makes today's massive infrastructure capex look incredibly cheap.
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Two Shoe Grahamson retweetledi
BofA is very bullish on $AMD
Look at that growth in CoWoS demand
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With the last two home games critical for the Flyers Playoff Push, it is being called "Orange Out"
Flyers fans are asked to show up and wear orange. There will be beer specials, retail specials to include specials on merchandise.
#Flyers
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Two Shoe Grahamson retweetledi
Did Vance think he was going to solve decades of disputes with Iran in 1 day? He spent 5 days in Feb hanging out at the Winter Olympics. Iran got highest level negotiations with America ever and still controls the Strait of Hormuz, while Vance appears to be giving up.
Diplomacy takes enormous planning, technical expertise, and persistent engagement, especially in war time. Our servicemembers in harm's way and Americans struggling with gas prices deserve serious negotiations, not the performance we just saw.
Aaron Rupar@atrupar
JD Vance: "The bad news is that we have not reached an agreement. And I think that's bad news for Iran much more than it's bad news for the US. So, we go back to the US having not come to an agreement ... they have chosen not to accept our terms"
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BARTIROMO: Do you believe the price of oil and gas will be lower before the midterm elections?
TRUMP: I hope so. I mean, I think so. It could be the same or maybe a little big higher
(Check out Maria's face as he says this!)
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@BenBajarin just reazlied I messed up the aapl ticker, rookie move
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Doing some customer modeling on TSMC and this stat stands out:
In 2023, TSMC had one customer (Apple) above $10 billion in annual revenue. By 2027E, it is projected to have four, including Apple, all above $20 billion.
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@wallstengine Rich coming from a guy who bankrupted casinos
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Trump: The Iranians don’t seem to realize they have no cards, other than a short term extortion of the World by using International Waterways. The only reason they are alive today is to negotiate!
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@meetblossomapp The old amd would’ve crashed to 165 during the “war.” But it held up. This thing is going to 300 by end of q2
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Two Shoe Grahamson retweetledi
@Stallion83 Bye bye paintball world tour 3 or whatever it’s called
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Ever wish you could delete games from your Xbox gamertag history? Now you actually can.
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@DougKass @SquawkCNBC Sorkin is smart enough for the two of them
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As I have repeatedly written on Twitter (in recent months)... the problem @SquawkCNBC viewers should have with Joe Kernen is not his politics (as that is his own business) - it is his lack of preparation (which causes him to remain off (business) topic and to default to political dogma). The general quality of his journalism has been beneath the standard that exists on @cnbc for decades.
Nerdy Pursuit 🐉@nerdypursuit
Andrew Sorkin chimes in, "Yeah, Pete's math is right." And Joe Kernen just can't accept it. As Kernen keeps yelling and yelling, you can see Sorkin laughing in the background. 😂
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Two Shoe Grahamson retweetledi
$NVDA CEO: “Demand for inference will go up by a billion times.”
$AMD will be one of the biggest winners as it has the upper hand in inference thanks to larger memory bandwith and capacity of its chips.
Stock is still at 22x 2027 earnings.
How can’t you be bullish on $AMD?
a16z@a16z
Inference (not training) is projected to drive data center buildout. More charts: a16z.news/p/charts-of-th…
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