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Bob
72.2K posts
Bob
@PoopFromDaButt
an expert at whatever you’re arguing about. #LGRW #ShrinkTheGame ⛳️ #GoCocks🐓 #GoTigers🐅 #OnePride #DetroitBasketball
Katılım Mart 2016
1K Takip Edilen27K Takipçiler
@ForePlayPod @JasonSobelGolf oh no a pro isn’t winning by -8 on a friday it’s so hard for them! waaaaa gimme winners at +1 type courses.
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@Daniel_Rapaport i doubt he says this if he’s leading. guy is an astronomical douche bag. a tight leader board is insanely fun to watch and has to be competitive for the field. no one wants to watch one guy be ahead by 8 strokes
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Rory McIlroy: "I think a bunched leaderboard like this, I think it's a sign of a not-great setup...it hasn't really enabled anyone to separate themselves. It's easy to make a ton of pars...it feels like bogey's the worst score you're going to shoot on any one hole."
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@Sam_Badawi i mean surely he took profit unless he really knows something we don’t (he does)
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So there may be a reason why we haven’t seen the 13F filing from Situational Awareness LP.
Leopold Aschenbrenner could have closed the fund or sold most of the $5.5B across $BE, $LITE, $SNDK, $CRWV, and $IREN, bringing assets below the $100M threshold so the fund would no longer have to file.
Sam Badawi@Sam_Badawi
An ex-OpenAI researcher is running a $5.5B hedge fund with 16% allocated to $BE, with strong conviction in distributed power solutions for AI infrastructure. The portfolio is also heavily concentrated in $CRWV (up 10%), $LITE, and $INTC, all tied to the buildout of next-generation compute and optical connectivity. Taken together, the positioning reflects a clear bet on the power, networking, and silicon layers supporting the AI data-center expansion cycle. It is fair to say the strategy is working so far. No... wait. That's an understatement.
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Is this the worst grip on tour? I’m a huge fan of Jordan Spieth but this not optimal.
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Citadel just rotated billions across their entire book in a single quarter, exiting two major positions and initiating a brand new $1.4 billion bet.
Here is exactly what Ken Griffin is now positioned for:
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@BourbonInsider worst portfolio i’ve ever seen for what’s happening
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Terry Smith went from $20B in assets to $12 in less than two quarters
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@Rengle820 yes carpet putting sure to improve my strokes gained on real greens
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Practice putting anywhere!
All you need is a headset, a putter and a ball.
Completely tracked using the headset cameras and all your putting stats are tracked perfectly so you'll finally know what to work on.
Can't wait to get this into beta!
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@MAGACult2 Knee jerk reaction by a bunch of sheep who don’t understand technology.
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@hatless_rory i’m gonna assume he’s trying to impress a younger crowd of well idk maybe teens
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I’m still in awe of the fact that he:
-Came up with this idea
-Recorded all of these moves
-Edited them together
-Watched it
…And still hit post.
Jay Don Takes@Skulledwedge
Bryson has not shot under par at a Major since releasing this video
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Ex Google CEO, Dr. Eric Schmidt: AI may hit a money wall before it hits a power wall.
"The real limit to AI is not energy; it is actually cash. When you add up the cost of these things, if you take round numbers, say $50 billion per gigawatt, then 10 gigawatts is half a trillion dollars.
How many companies, countries, and so forth can hand an industry a trillion dollars of capital? Very, very few. The Chinese could certainly do it. I do not know if they are doing it, but I am going to try to find out.
In America, there are people who hope that is going to happen. It is interesting that you can finance these things because the brilliance of the American capital market allows us to borrow that kind of money. For example, the Europeans cannot do this, which they are sort of sore about."
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Full video from 'Special Competitive Studies Project' YT channel ( link in comment)
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@taobanker fuck i love klarna i need to get some shares and leaps. its like layaway on steroids. i do believe it is probably horrible for the lower class but mid class can buy so much and not really put a strain paycheck 2 paycheck
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Bob retweetledi
looking extremely purple and wet today sir
Breaking911@Breaking911
Sec. Bessent on meeting with the Chinese Vice Premier: "We’re going to talk about forming a board of trade for the bilateral trade between the U.S. and China, and we’re going to talk about a board of investment that will be responsible for investment in nonsensitive areas."
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