Gandalf
743 posts
DOMI AND GUDAS DROP THEM AT THE OPENING FACEOFF! 🍿🥊
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@Logan_Rosa17 @spittinchiclets I doubt his team feels that way. Has Florida won after he left?
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@TheWizardofYYZ @spittinchiclets Gudas is a dirty bum. Not a good player. Worst captain in the league.
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@CronkyMcSnipeS1 @spittinchiclets x.com/jay_d_rosehill…
and fighting with a broken hand is an equal fight? lmao. If you go into a battle with no ammunition, thats a slaughter, dying with honor.
clearly leaf fan's know shit. That's why their captain ant got no heart. He's a pussy
Jay Rosehill@Jay_D_Rosehill
I’m hearing Gudas’ right hand is injured and he can’t punch with it. That explains a lot in that fight. Still should have tried to get a left off by the look of it tho😳
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@TheWizardofYYZ @spittinchiclets Ya he let him throw some and didn’t fight for sure
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@Logan_Rosa17 @spittinchiclets no chance. Gudas, is the type of player the leafs lack since they traded Kadri
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@TheWizardofYYZ @spittinchiclets Even if Gudas tried, Domi would probably still win. He is a very good fighter.
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@laser1277 @spittinchiclets a bee can sting 3-4 times, still doesn't mean he an't getting squashed.
x.com/jay_d_rosehill…
Jay Rosehill@Jay_D_Rosehill
I’m hearing Gudas’ right hand is injured and he can’t punch with it. That explains a lot in that fight. Still should have tried to get a left off by the look of it tho😳
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@TheWizardofYYZ @spittinchiclets So true…Domi usually throws 5-6 punches before a guy even knows he’s in a fight.
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@TheWizardofYYZ @spittinchiclets He’s got a broke foot or something doesn’t he?
He was literally in a boot yesterday.
Hate the guy, but nails.
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@TheWizardofYYZ @spittinchiclets Gudas appeared checked out but the NHL seems checked out on Gudas as well. Even in the Olympics. Dirty player. #noregerts lol
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@sander_dngls19 @DHalpeard @spittinchiclets please. That nigga Dave is batshit crazy
x.com/jay_d_rosehill…
Jay Rosehill@Jay_D_Rosehill
I’m hearing Gudas’ right hand is injured and he can’t punch with it. That explains a lot in that fight. Still should have tried to get a left off by the look of it tho😳
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@DHalpeard @sander_dngls19 @spittinchiclets x.com/jay_d_rosehill…
Yeah and apparently people fight with a broken. Pussy. That's why you collect garbage all day, because you too blind to see the facts. Pussy
Jay Rosehill@Jay_D_Rosehill
I’m hearing Gudas’ right hand is injured and he can’t punch with it. That explains a lot in that fight. Still should have tried to get a left off by the look of it tho😳
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@TheWizardofYYZ @spittinchiclets Came here to say this. Gudas had no intention of winning a fight tonight. Go avs
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lol it's not technical, what you are doing spreading misinformation.
1. Future hyperscaler funding is in doubt since the middle east is unlikely to be able to continue the commit
2. You never reported the impact of OpenAI cancelling half their data center deals on revenue and the impact to future multiples
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$MU +14.5% YTD
The pullback is technical. Every semi name is down. It's on sale. The market is handing you a discount.
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@TradexWhisperer Lmao shameless $MU promoter. What's your influencer fee 🤣🤣
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$MU
Did you know the authors of Google's TurboQuant research paper are all of Iranian origin?
Some were educated at Sharif University of Technology in Tehran, Iran.
The paper dropped quietly on arXiv last year, but they decided to sensationalize it last week
Well Played.
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LIVE in 30 minutes talking about RTM model
Zoom link in the quoted tweet
VolSignals@VolSignals
You're invited to our private discussion today at 1:30 ET RTM is not option hedging flows it's a set of livestreamed intraday signals derived from a broader institutional swaps complex it's pretty good. us06web.zoom.us/j/86818685596
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@TradexWhisperer Lol a day can't go by without you having to explain what everyone already. Big $MU cheerleader in history
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$MU Two types of idiots today.
Type 1: Believes 40% of DRAM demand came from OpenAI alone.
Type 2: Believes TurboQuant will reduce memory demand 6x.
Put buyers are behind this. Don't fall for it.
Grok, ChatGPT and Claude already use MoE and/or 4-bit compression at scale without significant quality regression. TurboQuant's improvement will be marginal (15% overall, IMO).
It's long-context KV cache inference only. Does not touch training or the model residing inside HBM. Quality regression at scale is unproven. It's a research paper, not a product.
Bigger models need more HBM. Always. That does not change. Oh, also Jevons Paradox.
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@MMMTwealth Copilot was never strong in the agentic space. Copilot grammar is atrocious. They haven't innovated rapidly even after having a dead start. They should have bought open and put that inside windows
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$MSFT hasn't closed below the 200 weekly MA since 2013...but it did this week.
This shows you quick innovation is happening right now. Just a few months ago, Co-Pilot was strong. Now Co-Pilot isn't even considered competitive in the agentic driven world.
Numbers wise, it's hard to even argue it's cheap now even below the 200 weekly. It trades ~21x NTM EPS for 22% growth. Solid, but not cheap.
Compare it to $NVDA for example and I struggle to make many arguments at all why I'd allocate even 1% of a portfolio to $MSFT over $NVDA.
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@allenanalysis MBS: Mr President tell me how you really feel , wrong answers only
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Trump on Saudi Arabia’s Crown Prince MBS today:
“He didn’t think he would be kissing my ass. He really didn’t. And now he has to be nice to me. He better be nice to me.”
This is how the President of the United States describes America’s most important Gulf ally.
The same Saudi Arabia that:
— Cut oil production by 6.7 million barrels
— Whose energy infrastructure Iran threatened to destroy
— Who the US needs to keep oil markets stable
— Who Trump is asking to join the Iran war
Diplomatic relationships are built over decades.
Trump just described the Crown Prince of Saudi Arabia as someone kissing his body parts — on camera — while asking him for military cooperation.
France got an 8 out of 10. Japan got Pearl Harbor. Saudi Arabia got this.
The isolation of America is not just a policy failure.
It is a daily practice.
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$MU #MU The MACD cross to the downside is suggesting this massive uptrend has shifted.
Potential downside move to the July pivot VWAP zone, sub $300 is possible.
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Are people really panic selling $META here?
This stock will be $2500 by 2035
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