@TexansCap The family tree scene is the funniest thing I’ve seen so far this year.
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James Miller
868 posts
James Miller
@TheAmazingJames
I am one of the more interesting people that you will ever encounter.
Texas Katılım Mayıs 2009
215 Takip Edilen82 Takipçiler
This and the family tree exercise were top-tier deadpan. So good.
Sarah ✨@Lightenerrthang
The willingness of Katie Dippold and the #WidowsBay writers to lean fully into the comedic potential of any scene cannot be praised enough. I was WHEEZING by the end of this.
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@CGasparino Charles, Trump keeps bringing it up. As long as Trump brings it up the media will as well.
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Ok I hate the “stolen election” stuff from the president BUT why keep asking him? It’s not exactly news that he thinks it’s stolen. The question seems performative, merely to elicit the reaction he delivered
Jake Tapper 🦅@jaketapper
That is some wild, unhinged stuff from the President. Welker is a good person and honest journalist and didn’t deserve that but more importantly we have a president who constantly pushes conspiracy theories with zero evidence and can’t respond when politely challenged on that.
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@burackbobby_ Bobby, you’re trying to hard on this one.
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New “face of the NBA” Victor Wembanyama kept his arms crossed during the entire National Anthem ahead of the NBA Finals.
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@SonnyBunch Sonny, let’s say the tattoo excuse works. What about the comments about woman getting raped deserving it?
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The problem with Platner’s Nazi tattoo wasn’t the tattoo itself, precisely: I buy he didn’t know what it meant when he got it. It’s that he learned what it meant then decided to run for Senate without getting it removed and had no planned response. Tremendous lack of judgment!
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@aleabitoreddit I might have missed it, but was there anything said about getting included on the US indexes on the Sivers call?
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Kevin Durant was right about what he said on that burner. The Rockets have a deeply flawed roster. But what was absent in those leaked DMs was any commentary about himself. We see the disparity in this series. LeBron James has always made his teammates better. Durant never has.
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@aleabitoreddit Is there a way to invest in SIVE in the US markets?
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The $AMD and $GFS CPO announcement is probably bigger than markets expect for $SIVE.
With the news, it's likely $SIVE lasers power $AMD's CPO program.
Either through two potential paths:
1. Enosemi (AMD's in-house PIC design post-acquisition). Enosemi's chiplets are fabbed at GF but for the ELS, $AMD could source it from multiple players with $SIVE as the underlying multi-source laser source.
2. Ayar ( $AMD invested in March 2026, Series E). Ayar's SuperNova light source already uses $SIVE DFB laser arrays alongside $LITE.
Ayar's SuperNova is the most likely first-gen CPO path for MI500 in 2027 given timelines and the enormous fundraise last month. That path already has $SIVE designed in alongside $LITE and they both appear with $GFS's slide.
Enosemi becomes more relevant for 2028+ generations?
Regardless, $AMD through Enosemi/Ayar needs lasers for their 2027 MI500 rollout...
It seems likely Sivers ends up powering $AMD's CPO program as the light source since they're designed into Ayar.
The $AMD / $GFS materiality looks large for Sivers.
Serenity@aleabitoreddit
What a crazy timeline? Today, $AMD announced it's pushing into CPO and collaborating with $GFS. This is highly bullish for $SIVE since for CPO/SiPH, it requires external laser light source. And... guess who are the two public laser suppliers in the GlobalFoundries CPO ecosystem? $SIVE (~$935m) and $LITE (~$64 billion) Sivers lasers feel like they could be everywhere now in upcoming hyperscaler CPO/1.6T deployments. So... if Sivers secures the spot to provide the laser arrays for the $AMD Instinct MI500's CPO solution in 2027. (Which seems highly possible given there’s only three laser names listed + hyperscalers like to multi-source) This might represent massive, high volume production for Sivers that markets haven't pricing in.
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@JoeBanner13 Joe, your view on Texans/Will Anderson extension? Good deal for Texans?
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The norm around the league is to resign top players with time left on their deals. Often times with two years left. Dexter is the one doing what is common it is Giants that are not doing what has now become a norm.
Jordan Raanan@JordanRaanan
I really just can't take this line of thinking. It gets under my skin. Bobby Okereke was the Giants Walter Payton man of the year. Did the team honor his contract? No, they cut him. This is the business.
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@sportsrapport My friends and I have gone to the Circa sportsbook every year for a college football Saturday. It’s great.
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Saw the indoor sportsbook at Circa last night. Didn’t get to see Stadium Swim because it was at night but the one inside was the most magnificent I’ve ever seen. A football Sunday there is on the bucket list.
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Weekly BD and White Diamond on $ASTI have until Friday to be confirmed. Very high probability it stays. Curious what the price will be at when the second and third BDs come in... 👀
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In digging around..... I think:
* Keldrick Faulk goes a little earlier than he's being mocked by most.
* Mesidor might go a little later than I've been mocking him.
* Decent chance that only two safeties go in the 1st.
* A second guard slips into the first round.
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@mikealfred Mike, at what point will Cipher have to announce the tenant and the terms?
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Morgan Stanley estimates new lease should add $1B to $1.2B to CIFR’s market cap but the stock is down since announcement. In the short term, sentiment trumps fundamentals.
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@BimaThug They had to get Rocky right to make the film work and they killed it. Great movie.
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‘Project Hail Mary’ is everything you wish for in a popcorn flick. Gosling is charming. The plot is interesting. The visuals are stunning. Kudos all around.
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@mikealfred Mike, you think we get a new CIFR deal announced soon?
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@LandryLocker Landry, why is is such a secret what kept him out last season? I’ve never seen anything like it.
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Inevitable and the end of a bizarre year.
Adam Schefter@AdamSchefter
Source: Texans released RB Joe Mixon.
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$CIFR investors seem to like the new restructuring plan away from #Bitcoin mining, that at the same time gives them one of the lowest costs to mine in the industry, giving them optionality for how quickly they want to shut down the last site.
This falling wedge looks ready to pop, IMO.
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@Micro2Macr0 Jesse, are the charts showing upside potential for CIFR and IREN over the next month?
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