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kyozō
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kyozō
@MyFalseImage
星の海を行く Senior CMO at SadWard Capital Strategic Advisor: @wearesharkpods
Kyoto Katılım Ocak 2023
874 Takip Edilen374 Takipçiler

This is why I like $FABC:
- The main bottleneck in AI is communications.
- $CRDO is the leader ($22B market cap), with copper interconnects.
- $FABC developing MicroLED interconnects 10x faster and 100x more energy efficient. And has only a $30M market cap.
- The math: $FABC $30M market cap vs $CRDO $20 BILLION market cap. $100B industry. MicroLED > Copper
- $FABC's dev partner, $KOPN just said product will be demonstrated in 2026.
SUMMARY: This is a $100B industry with multi-billion dollar leaders. $CRDO, with old tech is main supplier of $NVDA. $FABC with leading tech has 1/1000th the market cap. And $KOPN has a billion dollar market cap and says the interconnect business is bigger than its defense business. That interconnect business is $FABC.
Tom Smith@TomSmit01069776
Replacing Copper With Light Kopin And Fabric AI Tackle $fabc semiconductorinsight.com/blog/replacing…
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@Bernstein with respect nobody gives a shit what critics say anymore
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Again: 41 year old guy here. At the time Troy came out, Pitt’s casting and performance were considered a movie-ruining disaster.
Joseph Kahn@JosephKahn
I watched TROY again and I think the problem is Brad Pitt is the definitive Achilles. Anything below his feral physical perfection comes off like weak ass cosplay. Every man is Elliot Page compared to this guy.
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@hayasaka_aryan @FoundingGroyper kid he is 6 foot five and a navy seal. his dad works at microsoft and he will kick ur ass. Not to mention, get ur xbox live banned
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@FoundingGroyper Can someone tell him that the suit won’t make his IQ higher
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From the team that brought you “Why is Snow White Latina?,” “Why are there Black people in ‘The Rings of Power’?,” and “Star Wars has gone woke” comes the latest online onslaught against the diverse cast of “The Odyssey.”
These culture warriors have been led to battle by their own personal Agamemnon, Elon Musk.
Read the full story now: variety.com/2026/film/opin…

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Spencer Pratt has gained traction in his campaign for L.A. Mayor by showing what he says Karen Bass did to his family -- forcing them to live in a trailer after his home burned down.
Though, Pratt has really been staying at the Hotel Bel-Air for more than a month. Mind you, you can't get a room for less than $1,500 a night.



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Offering derivative markets on events comes with responsibilities. KYC isn’t optional. It ensures the American public that these markets have integrity. Some businesses don’t seem to care. I’m glad that Kalshi does.
nytimes.com/2026/05/13/tec…
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The main plug was Albany. Reports say Gov. Kathy Hochul agreed to send roughly $8B over two years, with some coverage saying an additional $4B came in around the final budget push. That let Mamdani drop the broader property-tax hike.
Killed the 9.5% property-tax hike
He had floated a 9.5% property tax increase as a way to close the hole, but abandoned it after heavy backlash. That proposal was expected to raise around $3.7B, but it became politically radioactive.
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@TMSTRS_ @micah_erfan Fuck MAGA, anyone can find a very easy way to bitch about this. The state picked up the tab, Mamdani did nothing
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He did this without cutting any social services, btw.
Democrats Deliver@DemzDeliver
🚨 When Mayor Mamdani took office, NYC had a $12 billion deficit. It is now $0.
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The main plug was Albany. Reports say Gov. Kathy Hochul agreed to send roughly $8B over two years, with some coverage saying an additional $4B came in around the final budget push. That let Mamdani drop the broader property-tax hike.
Killed the 9.5% property-tax hike
He had floated a 9.5% property tax increase as a way to close the hole, but abandoned it after heavy backlash. That proposal was expected to raise around $3.7B, but it became politically radioactive.
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@micah_erfan MAGA will find a way to bitch about this while simultaneously applauding Trump who’s setting record deficit spending
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he did literally nothing - The main plug was Albany. Reports say Gov. Kathy Hochul agreed to send roughly $8B over two years, with some coverage saying an additional $4B came in around the final budget push. That let Mamdani drop the broader property-tax hike.
Killed the 9.5% property-tax hike
He had floated a 9.5% property tax increase as a way to close the hole, but abandoned it after heavy backlash. That proposal was expected to raise around $3.7B, but it became politically radioactive.
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Allow me to translate this letter from eBay for those who don’t speak legalese:
Ryan,
We got your unsolicited offer to buy eBay for $125/share (half cash, half stock) supported by your 5% economic interest in eBay.
Our board, backed by the usual crew of bankers and lawyers who get paid either way, “thoroughly reviewed” it.
We’re rejecting it. Not because the math doesn’t work. Not because the highly confident letter from TD Securities for up to $20B on top of your $9B+ cash pile is fake. None of that.
We’re rejecting it because your entire approach to running a company is an existential threat to how we like to operate here.
Here are the reasons we feel this way, and the things we considered before paying consultants to write this:
1) We’d rather keep milking eBay as a “standalone” cash cow than let you turn it into something bigger and better.
2) Sure, you’ve got real financing lined up and you “know people” with deep pockets, but we’re going to call it “uncertain” anyway so we don’t have to engage.
3) Your plan would actually force real long-term growth and profitability changes we’d rather not be held accountable for.
4) The debt we pretended you can’t even obtain, the operational integration and focus on seller satisfaction, and most importantly, putting someone like you in charge of the combined entity all sound like a nightmare for our current leadership structure because all of us would have zero job security.
5) The valuation math only looks bad if you ignore the 46% premium you’re offering our shareholders and the upside from fixing eBay the way you fixed GameStop, which we are choosing to do and hoping nobody notices.
6) And I hope we buried the lede far enough here: Your governance and executive incentives are completely incompatible with ours. You and your board take zero cash, no salary, no bonuses, no golden parachutes. You buy shares with your own money and only get paid if shareholders win. We, on the other hand, like our nice, reliable annual payouts regardless of whether the stock is flat or the company is just coasting. We’re not about to hand over our golden goose to a guy who eats only what he kills.
Look, eBay is “strong” and “resilient” in the way every entrenched public company says it is while handing out eight-figure checks and perks to the C-suite. We’ve done the usual incremental stuff: tweaked the marketplace a bit, returned some capital, and we’d like to keep doing that without any cowboy from GameStop coming in and demanding actual skin-in-the-game accountability. Can you just leave us alone?
Our team remains focused on protecting the current regime and delivering “value”… mostly to ourselves and our consultants.
Thanks, but no thanks,
Paul S. Pressler
Chairman of the Board, eBay
(And proud beneficiary of the status quo)

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