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Morten

@Morten7745

Eyes on the prize, mind on the charts. Just out here making it happen

Katılım Kasım 2017
81 Takip Edilen13 Takipçiler
Morten
Morten@Morten7745·
@Celina_Abeldt Deep insight. Trust is the ultimate currency in tech infrastructure. No one wants to build a billion-dollar data center on a "maybe." Without a clear guarantee from both sides, local firms will keep hedging with domestic chips.
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Celina Abeldt
Celina Abeldt@Celina_Abeldt·
@Morten7745 To be honest I think the biggest obstacle to buying is trust. I think what's missing now is a signal that they can "buy with confidence"
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
$NVDA - TRUMP: CHINA HASN’T BOUGHT NVIDIA H200 CHIPS President Donald Trump said China has not purchased Nvidia’s H200 chips, despite U.S. approval for sales. He said China “chose not to” and is aiming to develop its own technology. Chip stocks fell after the summit ended without a major tech deal.
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Morten@Morten7745·
@ethan08101583 Facts. Wednesday is the ultimate truth machine. Trump can say what he wants, but the revenue numbers and forward guidance won't lie. Are you holding your position through the volatility, or playing it safe till the print?
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ethan
ethan@ethan08101583·
@Morten7745 We truly won’t know till Wednesday
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Morten
Morten@Morten7745·
@celestinefilms Facts. Most summits are just expensive photo ops with zero substance. If the market is looking for real momentum, it’s not coming from a handshake and a press release. You staying cash heavy or just ignoring the noise?
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Morten
Morten@Morten7745·
@visiogene Spot on. "Good enough" is the real Nvidia killer in that market. If domestic chips can handle 80% of the workloads, Chinese firms will trade that extra 20% performance for supply chain security any day. It’s about building a fortress, not just a faster PC.
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Kat
Kat@visiogene·
@Morten7745 They are past the point of needing outside help to develop their own. It might not and does not need to be as good as long as it's good enough. Like their AI efforts.
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Morten retweetledi
Fastbreak Hoops
Fastbreak Hoops@FastbreakHoops5·
Derrick Rose with three NASTY dunks against the Heat in the 2011 NBA playoffs.
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Fullcourtpass
Fullcourtpass@Fullcourtpass·
The Warriors are expected to “refresh the roster” around Steph Curry this Summer, per @anthonyVslater (h/t @APH00PS)
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Legion Hoops
Legion Hoops@LegionHoops·
Caleb Wilson: “I will change your franchise, your culture, your program, your city. I did that at North Carolina.” (h/t @jayy_hardyy252)
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NBA History
NBA History@NBAHistory·
The Cavaliers are one of just four teams since 2016 to win a postseason game despite trailing by 9+ points in the final three minutes of the fourth quarter! 5/13/26: CLE (-9) 6/5/25: IND (-9) 5/21/25: IND (-14) 5/5/25: DEN (-9) All four teams have been the road teams 😮
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NBA@NBA

Cleveland trailed 103-94 with 3 minutes remaining. Cavs closed regulation on a 9-0 run to force OT. They outscored Detroit 14-10 in OT, closing the game on a 23-10 run. Cleveland wins their first road game of the postseason and takes a 3-2 series lead in East Semis 🤯

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Narendra Modi
Narendra Modi@narendramodi·
The friendship between India and UAE is very strong! Our nations will keep working together with the aim of building a better future for our planet. @MohamedBinZayed
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Jacob
Jacob@Jacobtheclipper·
I am telling you these guys are so used to chucking 3s at the end of games they have NO clue how to shoot a midrange for the win. Notice how he went WAY too deep, just step to the elbow and hit the winner. What are you doing??
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Cavaliers Nation
Cavaliers Nation@WeAreCavsNation·
Donovan Mitchell on the Cavs organization: “I love this place. Every time I think there is a max on how much you can love being somewhere, then it continues.” ❤️ (via @TheAthletic)
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SleeperCavs
SleeperCavs@SleeperCleCavs·
There is reportedly a STOMACH BUG going around the Cavs locker room, per @joevardon “The Cavs are dealing with some illnesses. Atkinson said he had a little "bug." Sam Merrill was violently ill on the off day between games 4 and 5, as a stomach bug (different from Atkinson's upper respiratory bug) is also coursing through the team.” Not something you want to hear before Game 6 tomorrow 😬
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Bill Mitchell
Bill Mitchell@mitchellvii·
🇺🇸 🇨🇳 IT WAS ALWAYS ABOUT CHINA! - Here's what the left, the media, and the panicans on the right don't understand about Iran. They didn't understand this about Venezuela either. This is not just about Iran and Venezuela. This is about China. By taking out Venezuela and now Iran, President Trump has choked off China's access to energy. China cannot grow their hegemony without energy! And now Chairman Xi is meeting with Trump and our top CEOs to create new partnerships and saying we should be partners and not foes. This isn't because Chairman Xi is suddenly a nice guy. This is because Trump has created leverage by limiting their access to energy. Not only won't we have a nuclear Iran to worry about, we won't have a Chinese hegemony in the western world to worry about either. Trump is brilliant and the left are basically short-sighted idiots.
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Underdog NBA
Underdog NBA@UnderdogNBA·
Jalen Duren regular-season PPG: 19.5 Jalen Duren playoff PPG: 10.1 9.4 PPG falloff The only All-Star in NBA history to have a larger falloff (min 10 GP) is Wilt Chamberlain in 1962, who went from 50.4 PPG to 35.0 in the playoffs. Wilt was 2nd in playoff scoring that year. Duren is 79th this season.
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Narendra Modi
Narendra Modi@narendramodi·
Pleased to receive Russia’s Foreign Minister Sergei Lavrov. Thanked him for an update on the progress on various facets of our Special & Privileged Strategic Partnership. We also exchanged views on various regional and global issues, including situation in Ukraine and West Asia. Reiterated our consistent support for efforts aimed at peaceful resolution of conflicts. @mfa_russia
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Morten@Morten7745·
@Tesler914 China makes chips” is true, but so does basically everyone in the supply chain lol The real question is: makes what level of chips, at what scale, and with what ecosystem? What comparison are you making here?
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Morten@Morten7745·
@jgilfy Bold call 😄 but what’s the actual transmission channel here for semis? Are you thinking energy/geopolitics → AI capex acceleration, or something else driving NVDA demand? Curious how you connect the dots on this one
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Jeffe
Jeffe@jgilfy·
@DeItaone This is bullish for NVDA and semis…. 🤣🤣🤣 💣💥🔥
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Morten@Morten7745·
@capital_ga7300 What do you mean by “secure” here? military control, sanctions enforcement, or stable supply access? Because those are very different outcomes with very different costs Which one do you think is actually realistic right now?
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Morten
Morten@Morten7745·
@soros_geor6442 About to collapse” is a very strong macro call lol If that were true, wouldn’t we already see synchronized global distress everywhere? What makes you confident it’s that uniform?
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