@ffdataroma @FantasyPtsData I see production similar to Josh Jacobs. Hes incredibly special talent relative to draft capital wise but good system and coach soon
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DY
119 posts
Omarion Hampton when simply not facing the worst rush defense in the NFL as a rookie, per @FantasyPtsData:
+ 3.68 YPC (*would be 37th of 43 RBs)
+ 2.03 YACo/Att (*30th)
+ 4.4% explosive rate (*20th)
+ 45.1% success rate (*37th)
I get the allure in a theoretically better offense, but feels like there's some revisionist history going on with Hampton's year 1 performance.
Although the rookie year sample wasn't too large, Hampton was mostly bad as a rookie both pre and post-injury, and didn't stand out at all relative to Kimani Vidal's play. Seemingly lacks a lot of lateral movement ability that makes some of the league's best RBs special (ie: Gibbs, Bijan, Achane, etc.).
I think both Keaton Mitchell and Vidal play a real role in this backfield (Mitchell at the very least for outside/change of pace runs). Hampton is way too bolstered on theoretical situation and role for me rather than talent, not the type of bet I want to make in early-mid round 2.
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$SIVE is literally the kingmaker for CPO:
From ~ Lightmatter, Celestial, Ayar, Lightelligence early on. Now the leaders with massive $5-10B+ valuations.
To the ASIC ecosystems like Marvell, Alchip, GUC.
With O-Net mass producing ELS with Sivers for CPO.
And Jabil mass producing pluggables with Sivers for pluggable optical transceivers.
All likely surround and are designed around Sivers lasers.
Markets are only starting to see the precipice of how important this laser company is.
Serenity@aleabitoreddit
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@therealKripke @TheBoysTV Its kinda sad, you’ve seen your imdb and rotten tomatoes scores for season 5 right. Don’t play the above it all indifference card when you’re kinda above average but not elite writer. Why supernatural was nothing more than a little niche CW show
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OMG this is his review of what @TheBoysTV did to Homelander, I’ll never get a better review ever. #TheBoys
Elon Musk@elonmusk
@kangminlee Pathetic
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@aleabitoreddit Any pullbacks before earnings or just all the way up iyo?
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Did you listen Sweden?
> $SIVE MSCI Listing + structural inflow
> $6.6M CHIPS act funding
> Jabil 1.6T extreme demand, volume ramp
> Apple next-gen Watch refresh likely using Sivers
> 2 new board members related to M&A
> Nasdaq listing inc
The story keeps getting better.
Serenity@aleabitoreddit
$SIVE mass production for 1.6T optical transceivers with $JBL: Is now earlier than expected per JP Morgan Fireside chat. Here's what they announced: > "Relatively dramatic moat" implied with $SIVE laser architectures > Extreme demand for their 1.6T, which was previously unknown in terms of volume. > Faster than expected timelines, pulling revenue realization window forward. The statement: 1. Jabil’s 1.6T LRO: "Goes into different qualifications across the next 1 to 4 months" “The quals can take anywhere between 2 to 6 months" Given its May H1 2026, mass production and revenue realization could begin in anywhere between 3 months to 10 months. So late 2026 with 6.5 month midpoint. Lot of former estimates were H2 2027. 3. Architecturally it's "which is about 11 kilowatts dramatically lower than current 1.6T power profiles" Hyperscalers would like to hear this, and this is the competitive differentiation + relatively dramatic moat proven with $SIVE as the critical photonics chokepoint. 4. "At this point, it's not about share. It's really about keeping up with the organic growth of the entire market." Again this shows that the enormous demand has outstripped supply. The implications are that it’s more of a matter of how much Sivers + Jabil can build together, as anything they make would be bought. This type of statement is just incredibly material for Sivers revenue relative to their current marketcap. The market was previously uncertain about the exact volume demand and commercial timeline from Sivers X Jabil. Jabil just publicly confirmed that the demand for their 1.6T LRO with $SIVE lasers is essentially uncapped.
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@iamgingertrash @iamgingertrash so you think the opposing outcomes, age of abundance and permanent underclass are both… marketing terms?
Same dynamics were accustomed to will continue to play out?
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A storm brews
New grads have their brains
atrophied by LLM use
They are the least employable,
while simultaneously entering the worst job market of this generation
Political activism around AI
is going to make woke
look tame
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@scaling01 He’s so fucking stupid
This is what happens to the European mind
When the world progresses without them
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Karpathy joins Anthropic to build RSI and Yann is still yapping about how LLMs are flawed
Jacob Effron@jacobeffron
“LLMs are intrinsically unsafe.” @ylecun argues that models that can’t predict the consequences of their actions can’t be made reliable.
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@iamgingertrash From adversity comes strength
Lots of pain and suffering for the youngings ahead
But the best will emerge from the chaos
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Look at UST 10Y
Do you realize the scale of borrowing we are doing from the future?
From the generation that hates all of this?
You are walking into a vipers nest
They don’t have a spouse
They have gambling and porn
They have 10% inflation
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@aleabitoreddit Whats a good entry for $SIVEF boss? Today or you think it goes down more?
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@CatShoshanna Deceiving would imply he’s smart enough to carry that out 😂
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@stepfanie You forgot actors aren’t bright ppl thats why they act. Like Ruffalo, plays a genius on Avengers, why couldn’t you be one irl? Oh wait
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I try so hard to separate the art from the artist but so many of them are just so. fucking. dumb. it’s become an impossible task
Variety@Variety
Hannah Einbinder says Hollywood not speaking out in support of Palestine "pisses me off" and they "need these issues to affect a white person for them" to care. “I look at these people who have absolutely every privilege imaginable to mankind and they cannot utter a single word. I really can’t understand it... People in Hollywood, unfortunately, need these issues to affect a white person for them to see it as relating to them,” she noted. “Like, they see Jimmy Kimmel getting taken off the air suddenly, they see Stephen Colbert’s show being canceled by CBS, which is owned by the Ellisons, and they go, ‘How could this possibly happen?’ And it’s like, we know how because we saw students and professors and journalists and authors and Palestinian folks be silenced and fired and expelled and imprisoned… it took it happening to these white men for people to be like, ‘Oh my god.’” variety.com/2026/film/news…
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@iamgingertrash Unrelated but related to your previous post.
Do you think a good heuristic for decision making is avoiding smallness for choices of all magnitudes.
Same way truth is optimal, smallness seems karmically net negative
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Sorry for the slop generation to illustrate my point
I am not a good drawer
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Consider, an tax on labs,
to slow unemployment
This can be thought of,
as income tax on an agent
Agents however, are not disincentivized by high taxes, instead it functions like a hurdle, to increase inference efficiency
A tax then hastens the singularity
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@iamgingertrash European youth are so sad.
They hate the US vocally because they know they have no structural power.
Cutting off cars with their bicycles is their little daily act of resistance while the real players build leverage. They’re so cooked.
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A disturbing amount of the European economy revolves around;
> Obtaining gov employment
> Getting gov handouts
It’s a circular economy
built atop ECB printing
The young are largely woke
and mentally ill, on SSRI’s
While the U.S. and China
build digital superintelligence
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