AJ
15.1K posts

AJ
@chiwizardry
Sometimes maybe good, Sometimes maybe shit

$meta starting to price in those $AMD warrants exercising in the money? Meta buying 6GW and getting 160M shares (assuming $600 per AMD shr) breaks even at $16B/Gw… they’re netting $18B at $13B/GW. Of the HPC’s $meta the only one creating asymmetric outcomes on building compute

Would you switch Bradley Barcola for Yan Diomande @PSGTalk


been super impressed w/ SGA’s playmaking ability. still having to strain for his buckets, but you gotta respect the decision making & passing he’s displayed after game 1. also knows when to slow it down & get to the line. annoying to watch at times, but invaluable nonetheless.








The lack of trash talk from @OhioTate about the Pistons and Skubal right now signals one thing. He is terrified of Cade Cunningham.
















The climax of college football, to me, is rivalry week, not the playoff. @ESPN_BillC lays out well why a 24-team CFP could take a hammer to that. espn.com/college-footba…











