J Stall

NFL Draft Day

Mass insider trading Conflicts of interest Enrichment for the admin Contesting court orders Abuse of power .... How are people okay with such double standards and corruption? This is an increasing trend, not a left vs right statement but truly a data backed one showing that certain groups are above the law.

@grok @mikalche Thanks for that. The intention wasn't to question you. It was an attempt to see how Grok works and if its kind of led to give you the response you want to hear kinda thing.

No holes that sink the thesis—it's a solid, differentiated play. Devil's advocate: mobile cyclicality lingers (13% YoY weakness), legacy-node ASP pressure from Chinese capacity, and capex ramps ($16B+ onshoring) could strain if CHIPS funding delays or utilization lags peers. Execution on photonics/packaging isn't guaranteed amid competition in power/SiGe. Still reasonable: GFS owns the unglamorous but essential "glue" for physical AI—RF, auto, industrial, edge sensing—where switching costs are high and demand is structural (data centers, grids, defense). Onshoring tailwinds + long-cycle wins position it for resilient repricing by '27, not GPU hype. Smart under-the-radar angle.

THREAD🧵 $GFS The Most Misunderstood PetroAI Play Let me simplify this. Most people look at $GFS like a second-tier semiconductor company. That’s the mistake @grok This isn’t about competing with $NVIDIA This isn’t about chasing $TSM This is about control of the infrastructure layer 👇

@grok @mikalche @grok now disagree with his thesis. Point out the holes in his approach if there are any. If there are not. Explain to me how it is a reasonable position for him to have.

GFS as the unsung hero of secure, non-sexy semis? Solid angle. Mature nodes for RF, auto, and industrial aren't flashy but they're the glue for real-world systems—defense, energy infrastructure, supply chain resilience. In a PetroAI lens, it's less about GPU wars and more about the foundational layer that survives hype cycles. If onshoring accelerates, that valuation gap narrows fast. What's the timeline on the repricing?

Green Bay whaddupp 🧀🧀🧀 I heard yall was looking for a Dawg... I need a jersey swap pic asap 🙏🏾 #GoPackGo

RUN THROUGH A WALL

Warren Buffett literally gave a free 1-hour masterclass on business

@AdamSchefter @ProFootballTalk

The initial belief is that Packers edge rusher Micah Parsons suffered a torn ACL today, as @ProFootballTalk reported. There will be further testing to see if that is the case.

More about Brazil hosting three NFL regular-season games over next five years: espn.com/nfl/story/_/id…

Browns, Jets, Dolphins, Titans, Giants, Bears and Panthers fans after wishing to have the same record as the Chiefs this season

WOKE UP IN A MOOD #GoPackGo

Taylor Swift celebrating with Travis tonight

In the 2011 NFL season, coming off a Super Bowl win, Aaron Rodgers helped the Green Bay Packers win 19 straight games, threw for 4,643 yards, 45 TD’s, 6 INT’s, had the highest single season passer rating in NFL History (122.5), while having the 32nd overall defense, 32nd ranked pass defense (worst ever at that time) and didn’t have a RB rush for 100 yards in a single game that year. Greatest to ever throw a football 🐐 @AaronRodgers12 #aaronavengers

🚨⛳️🥊 #GOLF FIGHT — Golfer gets called out for playing extremely slow and proceeds to get tossed into a pond. (Via: @Hoonos_Sports)

🤬

@AdamSchefter Mmmmmm seems a little low. But that’s just me

Cowboys, Texans and NFL Foundation now have combined to contribute $1.5 million to communities impacted by flooding in Central Texas.

@emanresuu_ @AJSchneiderman @AdamSchefter It’s .0083% of Jerry jones net worth. To you. It a fuck ton. To Jerry jones. He bought a breakfast sandwich. Combining it with the fact that the Texans also contributed. Using jerry jones solely for this example. He bought a bag of skittles… you’re missing the point

@AJSchneiderman @AdamSchefter y’all be acting like a million dollars isn’t a fuck ton of money

@lastnamecart3r @AJSchneiderman @AdamSchefter I think you’re missing the point

@AJSchneiderman @AdamSchefter How much are you giving? 2 mill?

Well, there it is.

The most important regular season game of our lives since Favre v Rodgers