thom

Maybe not a popular take but I am calling for this guy to be pardoned. Unless the DOJ plans on going after all the crooks in congress currently insider trading, this is simply skewed justice. There is no “justice” when guys like this get the book thrown at him yet members are illegally profiting every day. I don’t agree with what he did and he should be required to disgorge all the profits however, unless the DOJ plans on doing Congress next, this is not justice.

@ThrillsMafia716 @NorthSideCapper @stoolpresidente You are a delusional retard

@NorthSideCapper @stoolpresidente We’d be a lot better off. And Canada would be infinitely better off. No tariffs, no Iran war.

I can’t believe that I think there is a chance Russini fathered Vrabel’s child. That is how nuts this has gotten. You just can’t name your kid the same name as the guy you are having an affair with. We have entered bananland with this story and nothing is off the table.

@Intellionaire @jukan05 Axion also will be covering YouTube and Gmail workloads contrary to what jukan said

@jukan05 Right so you have to confirm what CPU layer we are talking about. Is it head node? Is it orchestration layer? Or cloud? AFAIK this is referring to the head node for the TPUs, not CPU orchestration layer or cloud. Would be good to know for sure

I'm taking another look at the TPU Gen 8 announcement, and something doesn't quite add up. Google stated that TPU v8 clusters will largely be supported by their self-designed Axion ARM-based CPUs. If that's the case, why did they put out a press release just days earlier announcing an x86 CPU partnership with Intel? Over time, Google's TPUs are going to be predominantly powered by their in-house Axion anyway. Sure, x86 workloads will still be used for Search, YouTube, Ads, Gmail, and so on—but doesn't this ultimately cap x86's TAM? It's not that Intel Xeon will stop being used entirely, but x86's declining share trajectory looks unavoidable. The IPU collaboration with Google seems like a positive, but the deal Intel struck with Google ultimately feels more like "not losing ground" to me. A defensive deal.

@jukan05 This has happened all over. Meta has made announcements and linked these long term deals to buy ANET switches, CLS switches and NVDA switches. There’s scarcity of everything so partner and be on good terms with everyone

@ohhushreads @RampCapitalLLC And that’s why you’re a two time Grammy loser

@Thomus0x @RampCapitalLLC I use the product every day

Name a >$10B company that you think will drop >80% within the next 5 years

@Mr_Derivatives Isn’t it u who has been posting for the nasdaq to crater for centuries?

$SNDK almost $1,000 $MU almost $500 getting frothy….?

@APompliano You are Jim Cramer 2.0 we need you to shut the hell up

Prepare yourself for higher asset prices over the next 12 months.

Broke ass bitches

No likes on this tweet. People don’t like winning.

@Bluntz_Capital check out the bullish div daily on $CRDO.

@marketplunger1 Why do software stocks still get valued on sales mult? I’ll never understand anyone valuing any stock ever on a sales mult

I get that software and SaaS are getting murdered and they'll never recover and they're all zeroes. So why in the hell is my favorite (and prob only SaaS) name still trading at 5x NTM Sales? Where is this washout I'm hearing about.

@mweinbach The biggest part is $ANET

Google also announced a new Virgo networking stack with TPU v8. A big part: Massive fabric scale: Virgo Network can link 134,000 chips (TPU 8t) with up to 47 petabits/sec of non-blocking bi-sectional bandwidth in a single fabric.

@InvestingVisual 3 weeks ago everyone was saying credo the copper company was dead 😂😂😂😂😂 now it’s a photonic stock going parabolic 😂😂😂😂😂 holy SLOP

Photonics stocks are going parabolic: • $LITE +1621% • $AAOI +1434% • $COHR +529% • $CRDO +377% • $VIAV +353% • $FN +281% • $MTSI +189% • $MRVL +186% • $IPGP +136% • $POET +127%

@vikramskr Literally facts. Use it to put 10 football fields in length gap between you and competition

This is tokenmaxxing as a strategy. Use so many tokens that others can't dream of it. Produce differentiated results because of it.

@tylermilliken_ Craig Breslow is objectively a retard

The Red Sox have played 24 games this season. In 11 of those games, they’ve scored 2 or less runs. It’s happened in 6 of the last 8 games. 5 of 6. 28th in OPS. 26th in Runs. 30th in HR. I got nothing at this point.

@partners_road It’s cuz I quit Zynns. Was doing a can an a half a day for years. Gums up top were obliterated and my teeth down low hurt like a mother F. I miss them everyday

$PM - US Zyn results were objectively terrible. 155M cans shipped consensus 186M. Down 23.5% y/y (down 3% y/y if adjust for shipment timing/other factors).

Kamala Harris falsely accusing Trump of coddling the Charlottesville white supremacist rally exactly one month after she was endorsed by the SPLC—the group that planned, organized, & paid for the Charlottesville white supremacist rally.

@jukan05 SIMO still probably free money

SK hynix conference call – NAND-related comments Q. How are you responding to NAND demand such as for eSSD? "NAND is no longer just a simple storage device. We expect it to see long-term growth as a critical component. As AI models become more advanced, the amount of KV cache and intermediate data processing is rising sharply. To accommodate this, high-capacity and high-performance NAND is expected to be adopted on a large scale. In response, under a supply environment where investment expansion remains limited, we plan to respond proactively by strengthening our technological capabilities and increasing output. First, in April, we became the first in the world to develop 321-layer QLC and completed customer qualification. This has allowed us to secure a clear technology lead. We have now built out a product lineup that covers both high performance and high capacity. We are also positioned to respond flexibly to the increasingly tiered AI storage market. We intend to stay ahead of market changes driven by KV cache demand and to strengthen our eSSD product mix. In addition, we are accelerating our technology migration. In order to expand bit output, we plan to convert 50% of our domestic production capacity to 321-layer NAND. The two-step migration from 176-layer to 321-layer will have a very meaningful impact in terms of production volume. As the AI market grows, the NAND market also has significant growth potential. In line with these market changes, we plan to expand our influence in NAND through flexible and proactive investment."

@TheMaineWire @LocalPoliticsis Was she bare foot?

Luna Home Care was found to have overbilled MaineCare by $262,120. When we called to inquire about the findings, they immediately started ranting about Trump, Epstein, and gas prices. So we sent in @LocalPoliticsis to investigate further. It was a wild ride:

@lithos_graphein I mean from a semi cap perspective, it’s a no brainer owning etch & dep over ASML I feel like? Or is the high NA opp with DRAM compensatory for the foundry risk?

Intel's metal patterning roadmap also implies skipping high-NA EUV for A14. They didn't come out and say that, but this is what they shared in February. If it's skipped than the 5200 is a dead platform.

@benitoz @The_AI_Investor Way too push back you big sloppy slop

@The_AI_Investor Once they lose their big customers it’s not going to look pretty

$AVGO is $2T now ... they are the least deserved imo , every other trillion companies changed the world in some way including tesla.