theboogiebots

3.5K posts

theboogiebots

theboogiebots

@atsomepointlets

Katılım Mart 2018
2.4K Takip Edilen218 Takipçiler
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theboogiebots
theboogiebots@atsomepointlets·
The problem with landlordism is eventually you run out of other people’s money.
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theboogiebots
theboogiebots@atsomepointlets·
@TheBrohioan I really like his game. He’s so balanced, fluid, acrobatic. He reminds me of so many of the guys dominating today’s league - JJ, Puka, JSN, ARSB Don’t know about the injuries. But if he’s healthy I think he’s gonna be a serious WR
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theboogiebots
theboogiebots@atsomepointlets·
@realmnsportsfan @DWolfsonKSTP Christ this guy is the most mealy mouthed tool I’ve ever witnessed “Do I sense they’d welcome a change? …I wouldn’t dismiss that” Just blowing hot air to sound involved while covering his ass no matter which way it goes. Say SOMETHING once. I truly despise this spineless twirp
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theboogiebots
theboogiebots@atsomepointlets·
@GoingConcerned @WhaleFUD It has been for a while for sure Recently Xi Jinping spoke about the yuan becoming a reserve currency and it puzzled me - do they not want to maintain its weakness to advantage them as a manufacturer/exporter? Curious if they’re pivoting strategy here
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Bateman
Bateman@GoingConcerned·
@WhaleFUD China depreciates the yuan/renminbi for strategic trade purposes. They wouldn’t even want this since it goes against their monetary strategy
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WF
WF@WhaleFUD·
JUST IN: Iran is negotiating an end to the Strait of Hormuz blockade if countries shift from using the U.S. dollar to the Chinese yuan. This move could cost the U.S. up to $3 trillion in GDP annually.
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Jack H
Jack H@jackholland22·
@DeeTaylor102 @AryePulliNFL @SleeperCFB He is a place kicker for us, just never won the kicking job over our main kicker. He is relatively new to football, he is coming from college soccer
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Arye Pulli
Arye Pulli@AryePulliNFL·
What happened at UTSA's Pro Day on Wednesday was insane, and I don't see anyone talking about it: Kicker (!!) Jaffer Murphy was clocked as low as 4.47 in the 40-yard dash and made a 70-yard FG. He also made 12 of his 13 attempts. Murphy spoke with over a dozen teams, I'm told.
Arye Pulli tweet media
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theboogiebots
theboogiebots@atsomepointlets·
@Cee_Ceefee @tiberiusfiles 1. Occupying the rest of the world 2. Lavishly bathing the ownership class in buckets of money for the supplies to do so. Signing pork military industrial contracts for prices like $90 k for a bag of bolts. This is the lifeblood of capitalism
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Cess
Cess@Cee_Ceefee·
@tiberiusfiles So what were they doing with the defence budget every other year? Considering they spend more on military than the next 9 countries combined normally as it is
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theboogiebots
theboogiebots@atsomepointlets·
@thekairene @nickirich14 How dare you use a cell phone to have any level of connectivity with the world or, dare I say, even a little entertainment!?
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kiki..!🕷️
kiki..!🕷️@thekairene·
@nickirich14 currently living with two others in a car… all three of is have jobs. the world is a crazy place for real.
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theboogiebots
theboogiebots@atsomepointlets·
@ElijahForCA @XueJia24682 They own their homes, it’s the land they lease. And they only need to pay a small fee (~1%) of the price after 70 years to renew for another 70 Meanwhile in America you have to pay property tax to the government in perpetuity or they come and take it away
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🇨🇳XuZhenqing徐祯卿
✨🇨🇳 Many young Chinese people post online videos showing their homes before and after purchase and renovation. China currently has the highest rate of homeownership among young people in the world.
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Serenity
Serenity@aleabitoreddit·
Holy ****, my $AXTI thesis was legendary? AXT is up another 20% today to ATHs at $58. Happy I got this right, gains in a short time blew away holding $NVDA over the years.
Serenity tweet media
Serenity@aleabitoreddit

Warning: The entire AI industry will likely be bottlenecked by two companies: 1. $AXTI ($700M) 2. $SMTOY ($31.7B) Which both control 60–70%+ of the world's InP substrates. Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and receivers. $AVGO, $LITE, $COHR use for EMLs for 800G/1.6T transceivers, DFB lasers, and other optical infra. Without InP substrates, the supply chain falters. After looking at TPU BOM to Maia BOM, it looks like future ASICs + GPUs + hyperscaler deployments are heavily reliant on photonics. And two vendors could freeze the global InP substrate market covering nearly all of: - Hyperscaler optics (TPU pods, etc) - Optical transceivers (5g, data) - LiDAR (robotaxis, drones, military) -Optical Modules (interconnect clusters) - Silicon photonics laser dies (Nvidia’s future co-packaged optics and Intel/Broadcom SiPh engines use InP CW laser arrays.) Since these companies make up majority of the market supply: -AXTI (est. ~30–35%) -Sumitomo (est.~30%) - JX Nippon (est. 10-15%) That’s it. (eg. 2021 industry note from Yole states that "Sumitomo Electric + AXT together had “more than 75%” of the InP substrate market") Hyperscalers/AI are moving toward photonics but the entire AI industry is fragile. If either $AXTI or $SMTOY stop supplying materials, the entire future AI buidlout gets crippled. It's even crazier that a $700m company could become the the center of it all. InP substrate will likely one of the biggest bottlenecks alongside HMB as the AI industry shifts to photonics.

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The Purple Persuasion
.@criscarter80 spitting straight FACTS! "What do you think Green Bay said when [the Vikings] signed Kyler Murray?... Oh shit" "What do you think Chicago said?... Oh shit" "Who do you want want to play twice? J.J. McCarthy or Kyler Murray... Oh shit"
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EmbaCuba China
EmbaCuba China@EmbacubaChina·
🇨🇺🤝🇨🇳 The first badge of the 60 thousand tons of rice offered by the People's Republic of China, sets sail towards #Cuba. In response to adversity, the solidarity of true friends prevails and demonstrates that #CubaIsNotAlone.
EmbaCuba China tweet mediaEmbaCuba China tweet mediaEmbaCuba China tweet mediaEmbaCuba China tweet media
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theboogiebots
theboogiebots@atsomepointlets·
@V_cmplx @suchnerve This. They literally just decided to make it pre-fund its pension fund *75* years into the future And the whole intention is just to make it look like it’s bleeding $
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.@V_cmplx·
@suchnerve No. Its a govt corp and is not tax-funded, it generates its own revenue. That said, it never operated at a loss until congress passed a bipartisan bill in 2004 forcing it to *prepay/prefund* retirement benefits for years which no private corp does, kneecapping USPS for years.
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Vivian
Vivian@suchnerve·
The United States Postal Service, USPS, doesn’t “lose” money. It costs money. It’s a public service. Don’t fall for the privatization propaganda.
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theboogiebots
theboogiebots@atsomepointlets·
@moegree62700839 @TPPSkol @SeifertESPN Yeah hopefully that’s a bit of disinformation so other teams don’t suspect we’re willing to part ways I’d much rather deal him now than pay him a market deal which will be much more $ than he’s really worth Good player but a better trade assets than one to keep
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The Purple Persuasion
Great to hear the Vikings are planning on giving Jordan Addison an extension 😈 @SeifertESPN with a nugget that the Vikings "have budgeted for" new deals for RT Brian O'Neill and WR Jordan Addison. "That served as a reminder that teams don't just use cap space on free agency, but also -- and often more importantly -- on signing their existing players to contract extensions. Right tackle Brian O'Neill and receiver Jordan Addison are among the upcoming deals the Vikings have budgeted for. It's also worth noting that Brzezinski described the Vikings' 2026 roster build as being "barely out of the gate here," implying there are other ways than free agency to make substantive roster improvements." (Via: @ESPN)
The Purple Persuasion tweet media
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theboogiebots
theboogiebots@atsomepointlets·
@Djedi_Master @vikingsspin @Vikings This 100%. It’s too bad - the Wilfs are so giving with $ Yet they demand yearly “competitiveness” - (just be ~ .500) So the team is constantly sacrificing the long term to try to win 9-12 games right now This could be an elite franchise. Instead it’s football purgatory forever
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Djedi M₳stΣr
Djedi M₳stΣr@Djedi_Master·
@vikingsspin Make no mistake, the @Vikings are not a team thinking that far ahead. Their focus is solely on 2026 as an attempt to appease their impatient ownership, and avoid more coaches getting fired. If Kyler has a good year, they’ll worry about that next offseason.
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Vikings Spin
Vikings Spin@vikingsspin·
The Vikings are saving 2027 Cap Space in case Kyler Murray has a great year. They would need to extend him. Thats why youre seeing smaller FA deals like Pierre and Van Denmark that don't take up much 2027 Space. Pay your QB, build through the draft.
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Aeron
Aeron@TexasLucha·
@AlHendiify Pretty sure it’s about decades of communism and the disenfranchisement of the people there. That’s literally it.
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David AttenBruh
David AttenBruh@AlHendiify·
Mind you Cuba is literally just some island nation that has never launched a military attack at us. The US has them under a blockade because wealthy americans don't like their economy. That's literally it.
Acyn@Acyn

CNN: Breaking news. Cuba's electrical grid has suffered a complete and total collapse. This is according to the country's power operator. It's the first nationwide blackout since the US effectively shut off the flow of oil to Cuba

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theboogiebots
theboogiebots@atsomepointlets·
@CoryPowPow88 @WillRagatz Wow, that’s a great idea Idk if they’d want him, but Addison + could be a real win-win It’d be great to get value for him now rather than just watch him walk in a year or two
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Cory Pow Pow
Cory Pow Pow@CoryPowPow88·
@WillRagatz Addison and a 2nd or 3rd. We can't resign Addy at 30m, but we can resign Achane. Miami needs a Rookie contract WR1 and a pick to build. I would love getting Achane for Addy vs just losing Addy next season. We need defense, but if Tyson falls to 18 - Boom!
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Will Ragatz
Will Ragatz@WillRagatz·
Can you imagine De'Von Achane in the Vikings' offense? With the Dolphins selling off parts and ex-Miami OC Frank Smith now in Minnesota, the Vikings should at least make calls about Achane and All-Pro center Aaron Brewer.
Will Ragatz tweet media
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theboogiebots
theboogiebots@atsomepointlets·
@GBERGFF @FFDynastyDog Is this quality of player at this time or market value? I agree in terms of quality If it was market value he’d have to be much higher due to age etc.
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GBergFantasyFootball
GBergFantasyFootball@GBERGFF·
Top 10 QBs in the NFL right now! 🏈 1. Patrick Mahomes 2. Josh Allen 3. Joe Burrow 4. Lamar Jackson 5. Matthew Stafford 6. Brock Purdy 7. Jared Goff 8. Caleb Williams 9. Drake Maye 10. Jalen Hurts
GBergFantasyFootball tweet media
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McFly
McFly@ilzmcfly·
Dude you can tell me whatever you want. 😂 You are retarded tho. April is in Q2 2026, April is in CY26. Idk what you are on about... It was never said to be energized in March... "Some earlier phases of the project, such as the commencement of specific civil works or the "ready for equipment" status for certain substations, were slated for the March/Q1 2026 window leading up to the full site energization in April"
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Jim Liu
Jim Liu@jiahanjimliu·
$IREN: When Deal -> GPU Production Ramp I made the mistake on forecasting deals for $IREN when I should have been forecasting GPU deliveries. IREN signs a deal when they have GPU deliveries, financing lined up. 1. When deal is dependent on GPU deliveries. 2. GPU deliveries is dependent on GPU Production Ramp. 3. HBM producers coordinates HBM ramps with GPU ramps. Peak B300/GB300s production is Q4 2026! Vera Rubins production actually peak in 2027!
Jim Liu tweet media
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theboogiebots
theboogiebots@atsomepointlets·
@ilzmcfly @jiahanjimliu So … if I told you I’d pay you in April … and then changed that to CY26 … you still struggling to follow along? I’d say it’s wild that you can’t, but then again, you’re trying to call others stupid while spelling it “retarted”
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McFly
McFly@ilzmcfly·
@atsomepointlets @jiahanjimliu God you are retarted. Like what don't you get, Its ALWAYS been in April. April is in Q2. Nothing changed. 😂
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