M8kit Supply Chain Solutions

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M8kit Supply Chain Solutions

M8kit Supply Chain Solutions

@SCSOP

DCRA Inc.a leader in supply chain / S&OP solutions, consulting, software (patented S&OP technology), decentralized Blockchain tech to synchronize manufacturing

Dallas, TX Katılım Aralık 2010
763 Takip Edilen312 Takipçiler
Trumps Nephew
Trumps Nephew@ForgiatoBlow47·
LAST YEAR, HOWARD STERN SAID HE "HATED" ANYONE WHO VOTED FOR TRUMP, DEMANDING THEY STOP LISTENING TO HIS SHOW TODAY IT'S BEEN ANNOUNCED HIS SHOW HAS BEEN CANCELED!
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Tennis TV
Tennis TV@TennisTV·
Match Point CINEMA 🤯🎬 De Minaur closes out a 6-0 6-3 match vs Darderi with an incredible final point! #bitpandahamburgopen
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The Babylon Bee
The Babylon Bee@TheBabylonBee·
Nation Looks Forward To Not Watching Stephen Colbert One Last Time buff.ly/bKnbH4T
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Interesting Engineering
Interesting Engineering@IntEngineering·
ICON just launched the Titan Print System — the world's most advanced construction robot. It can print a 2,500 sq ft home in under 7 days with just 2 operators, and wall systems at $20/sq ft — over 40% below the national average. Powered by BuildOS software and backed by a 3-year warranty. #ICON #TitanPrintSystem #3DPrinting #ConstructionTech #FutureOfConstruction #BuildOS #RoboticConstruction #HousingCrisis #3DPrintedHomes #EngineeringMarvels
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Ben Bergquam - Real America’s Voice (RAV-TV) News
Crazy scene on our Florida 287(g) Highway Patrol / ICE operation. As we’re picking up one illegal another illegal crashes right next to us. The truth is most Americans can’t comprehend how many illegals are in our country. Thank God, ICE and America First states like Florida are fighting to fix it! Law & Border @RealAmVoice @DHSgov @FHPPalmBeach
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Jake Lang - January 6 Political Prisoner 🇺🇸
🚨 BREAKING: Today at the Wylie East High School in TEXAS, the Principle REFUSED CHRISTIAN PARENTS to come on SCHOOL PROPERTY and pass out FREE BIBLES!!!! 😡😡 BUT on ‘World Hijab Day’ this HS Principle: Tiffany S. Doolan was PASSING OUT HIJABS & QURANS to her own students!! 😲
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Juanita Broaddrick
Juanita Broaddrick@atensnut·
This is very rare footage of a Delta Force rescue of an American hostage in Iraq. This occurred in 2005 approximately 15 miles south of Baghdad. The hostage, Roy Hallums, from Memphis Tennessee was found at a farmhouse in an underground bunker.
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Joe Rogan Podcast News
Joe Rogan Podcast News@joeroganhq·
Ben Shapiro: "No one in the United States should be retiring at 65 years old. Frankly, I think retirement itself is a stupid idea unless you have some sort of health problem."
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Vintage Rock 🎸
Vintage Rock 🎸@VintageRockN_85·
I’m gonna make a 70s playlist! Add one 70s Song in the comments🤘🏻
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Juanita Broaddrick
Juanita Broaddrick@atensnut·
The scariest meme you will see today!
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Milk Road AI
Milk Road AI@MilkRoadAI·
Chamath Palihapitiya just laid out the most important valuation question nobody on Wall Street wants to answer. For 20 years, the Mag 7 won because they had the greatest business model ever invented, asset- ight software. You write the code once, you sell it to a billion people, the marginal cost of the next customer is basically zero. There is essentially no factories, no raw materials, no union workers, no physical infrastructure, just pure leverage, scale the revenue, barely scale the costs. That's how you get 30x, 50x, 60x earnings multiples and the market was paying for compounding economics that had no natural ceiling. But AI just blew that model up. The hyperscalers, Amazon, Microsoft, Google, Meta are now projected to spend between $600 and $725 billion on capex in 2026 alone, up from $250 billion just two years ago. That number is climbing, not plateauing and it's not just the chips and the data centers, it's the energy contracts underneath all of it. When Microsoft re signed Three Mile Island, they locked in a 20 year forward purchase agreement at more than $100 per megawatt hour nearly double the prevailing spot rate of $60 for wind and solar in the same region. That's a long term liability commitment baked into operating cash flows for two decades. Here's where Chamath's math gets uncomfortable. These five or six companies are now collectively spending so much that their capex has exceeded their free cash flow meaning they can no longer self fund growth from operations alone. In 2025 alone, hyperscalers raised $108 billion in new debt and projections put the total debt issuance over the next few years at $1.5 trillion. These are companies that, for two decades, were net cash accumulators and now they're going to the debt markets like everyone else with term loans, revolvers, and structured credit facilities. That's Chamath's core point and it's a devastating one for anyone still modeling these companies the old way. When a company is asset light, investors pay a premium for that lightness and the multiple reflects the belief that returns on capital will stay high indefinitely, because there's no heavy physical plant dragging them down. But when Google starts looking like a utility locked into 20-year energy contracts, carrying hundreds of billions in debt, spending half its revenue on physical infrastructure, the rational multiple compresses. You don't price a utility at 30x earnings, you price it at 12x. His conclusion is that stop trying to value the hyperscalers themselves and follow the money instead. A trillion dollars a year is flowing out of these companies into power companies, data center operators, chip manufacturers, cooling systems, fiber networks, rare earth metals. The companies on the receiving end of that spending are already underpriced because the market is still staring at the senders while ignoring who's cashing the checks. The asset-light era minted the most valuable companies in human history and the asset heavy era that's replacing it might be the best argument yet for owning everything around them instead.
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Eric Daugherty
Eric Daugherty@EricLDaugh·
🚨 SECWAR PETE HEGSETH WITH THE STUNNING TAKEDOWN REP. JACOBS (D): Do you believe that the president is mentally stable enough to be the commander-in-chief?! HEGSETH: YOU wanna ask that question when you and your fellow Democrats defended Biden who could barely speak, a secretary of defense who went AWOL for a WEEK! @RapidResponse47 🫳🏻🎤
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Trump War Room
Trump War Room@TrumpWarRoom·
MUST WATCH! @SecWar absolutely OBLITERATES incompetent Democrat Rep. Garamendi: "You call it a quagmire, handing propaganda to our enemies. Shame on you for that statement. And statements like that are reckless to our troops." "Who are you cheering for here? Who are you pulling for?" 🔥🔥🔥
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🎼🌺Music Love♥️
🎼🌺Music Love♥️@ThoNg676733·
They simply don't make musical acts like this anymore.
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Survival Instinct
Survival Instinct@SurvivalInstint·
The best self-defense video you will ever see
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