Bryan Waldo

The music has not stopped. Standard summer chop. The demand for the hardware to power the AI revolution is only growing. The next leg up will begin when we least expect it and wool move very fast.

@Akashchauhanez @grok What does it mean if I see Obama?

If you’re right-brained, you see a whale. If you’re left-brained, you see a giraffe. Hey @grok What do you see? 🐋🦒 👀

@Linahuaa @ns123abc So 1. Something 2. Something 3. Profit? We'll see what happens. As far as I can tell, competition is good. Competition is the is the only thing that will allow GenPop to participate in the greatest wealth transfer in human history.

@bryanwaldo @ns123abc They're building EUVs within 2 years too. Then close the chip gap and then overtake American AI, which they already keep up with having to use Nintendo and toaster chips.

🚨BREAKING: China has begun mass production of DUV lithography machines for the first time ASML: nobody can touch our monopoly China: targeting 5 DUV machines this year and 20 next year Chip equipment stocks: ASML -8.3% ASM International -7.3% BE Semiconductor -9.9% Applied Materials -6.7% Lam Research -7.9% It’s over

@Biotech2k1 Just calling it wrong. At least where it concerns advanced lithography.

So what are we calling this? When the software stocks crashed, we called it the SaaS apocalypse. Is this the "chip wreck"?

@ehu_ehu @nytimes @TheAthletic I am not criticizing Tadej at all. It's quite possible you're right. If we have learned anything over the last 20 years what Lance says in public& what he really thinks are 2 very different things. My point is only critical of the TDF and not the riders.

@bryanwaldo @nytimes @TheAthletic Lands himself calls Tadej the goat. Tadej would mopp the floor with Lance, says no other than Lance Armstrong himself

Breaking News from @theathletic: Tadej Pogacar won his fifth Tour de France title, tying the all-time men’s record. nyti.ms/3Re7W4z

@F1 Double brake failure could have turned out so much worse.

A double brake failure brought an early end to Valtteri Bottas' race in Hungary 😔 #F1 #HungarianGP

@MaryEllenPeter1 @nytimes @TheAthletic Yes

@bryanwaldo @nytimes @TheAthletic So they’ve all admitted to taking or have tested positive for performance enhancing drugs while competing in the Tour de France?

@MaryEllenPeter1 @nytimes @TheAthletic Lol just like the rest of the peloton. He competed on an equal playing field. Riders have been using one substance or another for 100 years to complete that race.

@bryanwaldo @nytimes @TheAthletic In 2013 Lance Armstrong publicly admitted to using banned substances during all 7 of his Tour de France victories from 1999-2005. He’s certainly not the GOAT.

@niallb1 @michaelshermer @LeTour @TamauPogi @lancearmstrong To legitimize Tadej as the actual goat when the time comes. It will also be a good way for the TDF to manipulate Tadej into sticking around to claim the actual records.

@michaelshermer @LeTour @TamauPogi @lancearmstrong Why is it time?

Yes @LeTour @TamauPogi deserves all his accolades for winning Tour de France #5 (he could get 6, 7, or more). It is also time to rethink the (understandable at the time) decision to strip @lancearmstrong of his 7 titles & reinstate the legit winner of Tours 1999-2005. The lacuna in your records for those years is ridiculous, given what we all now know was going on. Rationale: Why has no one claimed those 7 yellow jerseys? Because they were all doping as well. Every one of the podium finishers for all 7 years have admitted to doping: Ullrich, Zülle, Beloki, Basso, Klöden, Vinokourov. And Marco Pantani—the greatest climber of his era & one of Lance's chief rivals—was a notorious doper who died from a drug overdose. We estimate 90% of cyclists were doping. When an entire sport shifts norms, when rules are not (or cannot be) enforced, when in a game-theoretic model the most rational choice of most players in a game is to adapt a doping strategy, then doping reaches what is called a Nash Equilibrium, such that NOT to dope is a losing strategy. They HAD to dope just to compete (most had no chance of winning). Your punishment of Lance at the time as a public signal to others to change the norms of your race was understandable, but that assumes there were a few "bad apples" to be defenestrated, when in fact the entire apple barrel was corrupt & that's on the organizers, not the competitors. I've been in this room and seen these hard won 7 yellow jerseys. Admit that the ultimate responsibility for what the sport had become during the doping era was ultimately on the organizers, not on the athletes. Add an asterisk or parenthetical (or whatever), but claiming "but for Lance" the sport of cycling would have been clean and fair is beyond ridiculous—it's obscene. And everyone who knows this sport knows this fact. Make it right.

@ehu_ehu @nytimes @TheAthletic correct. Tadej is a great champion and will likely go down as the greatest ever. But he needs match or pass Lance to remove all doubt. But until then, he's just another member of the 5 club.

@bryanwaldo @nytimes @TheAthletic ‚No disrespect‘ ?

@LeTour And years from now when you guys decide to strip him of his titles, I will still remember watching a great champion dominate these TDF's

💛 Champions 🤍 #TDF2026

@SmackyJables @ssanders519 @wedusport @lancearmstrong @TamauPogi we'll see. Every time you win one, the whole world conspires to stop you from winning the next one. I honestly hope he does it but wouldn't blame him if he retired tomorrow.

@ssanders519 @wedusport @lancearmstrong @TamauPogi He’ll get them easily

“This kid is the greatest of all time.” 🐐 @lancearmstrong gives his final verdict on @TamauPogi after another dominant Tour de France, calling him the greatest cyclist the sport has ever seen. Watch the full Tour finale on THEMOVE. #TDF2026 #TourdeFrance #Cycling #Pogacar

@LeTour @MaillotjauneLCL Where's Lance Armstrong? You guys act like riders haven't been taking substances for the entire history of the event.

🌟🌟🌟🌟🌟 Among the Greatest. 👑 Une place parmi les géants. #TDF2026

@faustocoppi60 You gotta give these other guys something to play for.

TADEJ POGACAR WAS ROBBED in daylight! 😱😡 How was he not named as the Best Teammate of this Tour?! He gave away 3 stage victories to stay with Torito and that's not enough LOL? Now he must try harder next year, I guess. 🤣 Kudos to Quinn Simmons. #TDF2026

@octal @MattLucero_ Is it? Or do their customers demand a cheaper alternative?

@MattLucero_ Weird that the quarter pounder beef is substantially better than the beef in the other burgers.

the elites dont want you to know you can HAPPILY slog down 75g of protein at mcdonalds for $8

@sultanofwatts @Pascalratinaud Who cares? When will people realize whatever they are doing or not doing you can be certain the rest of the GC guys are doing exactly the same.

@Pascalratinaud He broke a 30 year olf record. Today Carapaz smashed Croix de Fer record by 2 minutes over Contador. Is he doped to be smashing a record of a legend? And who says Pog was ever sick. He obviously never was.

Tout va bien. Pantani aux oubliettes. Armstrong aussi. La sueur, la fatigue, le prétendu virus n'existent plus. Pour combien de temps encore cette mascarade.

@Themanintheare3 @ellisonlew1s @seppkuss @LeTour This is why you pre-scout the most important stage of the TDF...especially when it's a new route.

@ellisonlew1s @seppkuss @LeTour Why the hell is he crashing there!?

Sepp Kuss 🇺🇸 loses Tour de France Stage 20 after two crashes in the lead with stage winner Richard Carapaz close behind. #letour #tdf2026 #stage20

@ammattipyoraily All I can say is the TdF has been boring AF since 2-7 retired. It's exciting again. Please don't ruin it by spreading innuendo to poison the accomplishments of these young men

⛰️🏁 ⏱️ ALPE D'HUEZ (13.80 km, 8.11 %, 1119 m) 📜 All-Time TOP15 _________________ 🇫🇷 #TDF2026