BetaTesting

Big day for Pulisic. He will get fouled often, harshly and early. I’m going with an goal by Angry Pulisic in the 37 minute to put us up 1-0 and we go on from there.

@HunterAllen4 Good analysis...they still need a new CFO.

$SMCI THIS IS A 200$ STOCK CHILLING UNDER 35$ Don’t miss the next $DELL sitting in plain sight completely washed out. AI infrastructure pure play. Bottomed sentiment. Explosive growth still intact. -4% today. Sitting right on a 4-year trend line. This is the dip. Bookmark it. ~19B market cap vs ~$152B for $DELL $DELL remains the cleanest comparison: • AI server infrastructure • GPU rack deployments • Enterprise + hyperscaler demand • Massive NVIDIA exposure But here’s the difference: $DELL = diversified giant $SMCI = high-beta AI pure play And that’s where the upside sits. $SMCI Q3 FY26: • $10.24B revenue (+123% YoY) • AI/GPU platforms = 80%+ of sales • Gross margins recovered to ~10% • EPS beat expectations • FY26 guide raised again: → $38.9B–$40.4B revenue That’s hypergrowth at scale. Meanwhile: • Blackwell systems already ramping • Liquid cooling leadership • Massive manufacturing expansion • AI rack demand still accelerating SMCI is evolving from “server assembler” → into full AI data center infrastructure. New Silicon Valley mega-campus. Malaysia expansion. Rack-scale deployment growth. Management targeting: ~6,000 AI racks/month capacity by FY26 end. And this is the part people miss: AI isn’t just chips. The REAL bottleneck becomes: • power • cooling • rack density • deployment speed That’s exactly where $SMCI dominates. The risk? • Thin margins • Heavy debt/work-capital scaling • NVIDIA dependency • Extreme volatility But the growth is undeniable. Current setup: • ~19B market cap • ~$40B revenue run-rate • One of the fastest-growing AI infra companies on earth That disconnect won’t stay forever if execution continues. Same category: AI infrastructure ➝ hyperscale buildout $DELL already scaled. $SMCI still in the rerating phase. If the AI infra cycle keeps running… This could look absurdly cheap in hindsight. You’ll see below: $ANET $GOOGL $AMD $INTC $AMD $SNDK $MRAM $MU $ASML $AAPL $NVDA $NBIS $MSFT $META $VOO DONT MISS THIS GENERATIONAL OPPORTUNITY.

@RichardEngel @GoldsmithB So the real problem was with the school district you attended to treat a child in that way.

Trump says people with learning disabilities are “dumb.” We are not.

@davidaxelrod Yikes!!! A zinger from the Axe!!!

As HHS Secy during COVID, Becerra rarely was the administration's point person in communicating to the American people on the pandemic. This may be the reason why.

RT @MattMahanHQ: By the way, part of being Governor is answering tough questions.

@UnfilteredSoccr @HoHighlights If the Manager can't find a WC roster spot for a player who started for ATM in a Champions League semi-final perhaps its not the player who is the problem. Is LD going to also tear down the performance of the other players in the referenced losses?

Landon explains why he thought Pochettino would keep Johnny Cardoso off the USMNT roster before his injury. (highlight via @HoHighlights)

@ccadelago @AlexThomp Not sure I’d want Mayorkis endorsement.

Alejandro Mayorkas declined to endorse his former Biden Cabinet colleague Xavier Becerra for governor on Tuesday, telling POLITICO “there are many qualified individuals in the California race.” politico.com/news/2026/05/1…

NEW: Eileen Wang, the mayor of Arcadia, California, has been charged with acting as an illegal foreign agent for China, the Justice Department announced on Monday. Wang agreed to plead guilty, the Justice Department said. abcnews.link/IntbpBy

@elerianm @andrewrsorkin @BeckyQuick @JoeSquawk @CNBC @SquawkCNBC That’s a packed 7 minutes. You always frame the issues so well.

A clip from this morning's conversation on CNBC with Andrew Ross Sorkin, Becky Quick, and Joe Kernen. cnbc.com/video/2026/05/… #economy #markets @andrewrsorkin @BeckyQuick @JoeSquawk @CNBC @SquawkCNBC

JUST IN: President Trump calls Iran’s latest response in peace talks “TOTALLY UNACCEPTABLE!”

@CNNSOTU San Jose CA has Memphis beat....we have 4. I live in 1, drive across 2 on the way to the office, and my office is in the 4th. sanjosespotlight.com/final-congress…

Democratic Strategist Ashley Allison to Republicans on redistricting: "You're cheating." Scott Jennings, Brad Todd, and Kate Bedingfield join the panel to discuss whether redistricting has given Republicans the edge to keep control of Congress.

@overton_news San Jose beats Memphis....4. sanjosespotlight.com/final-congress…

Scott Jennings just OWNED Ashley Allison in a heated debate over redistricting and black voters. He demolished the assumption that black voters can only be represented by black Democrats — and that race must determine politics. ALLISON: “You literally are taking Memphis, which is a city with black voters and you split it in three, stretching 3000 miles.” JENNINGS: “Who's the current Democrat congressman there? What what what is it, a black congressman?” ALLISON: “Just because black people are allowed to like people that don't look like them.” JENNINGS: “Exactly. And that is the point I wanted you to make. Because just because you're not going to have a black congressman, why is it that a Republican can't do just as well representing black voters as a Democrat? Why does your race determine your politics?” “Black voters are still fully franchised and go vote for whoever they want. It just doesn't have to be a Democrat.” Scott Jennings refuses to let Democrats play the race card.

@CNNSOTU To the point of the city of Memphis being split into 3...in San Jose California, the heart of Silicon Valley, its split into 4. Take a look at a map of CA-19, its ridiculous.

@SJEarthquakes We did not look good in the 2H.

Battled to the end 🛡️

@smerconish Sad that this is 50/50. What does that say about a country where foreigners come to seek the "American Dream"? When they realize it beyond their wildest dreams, how do you think they'll feel when the Government says I'm done taxing your earnings, now I want what you own.

Go to Smerconish.com and break this tie:

@KyleKulinski Is someone who works 2 jobs and can't make rent a new phenomenon?

Nobody “earns” or “deserves” a billion dollars. Market value doesn’t equal human value. Your logic creates a world where Elon is nearly a trillionaire as people who work 2 jobs can’t make rent.

RT @MrShermichael: Airbnb exists because a service was created that millions of people around the world voluntarily use. The wealth created…

@ESPNFC Sounds like progress...tough crowd. You'd think they're used to winning titles of something like that.

Liverpool were booed off by their own fans at Anfield as they drew 1-1 to Chelsea, who snapped their six-game losing streak. spr.ly/6014BBozUp

@SmokedManhattan @smerconish What you are saying is true of any business; once demand no longer exists, the business is forced to evolve and find new demand or it dies. That's capitalism and its what's powered this country to be the place where foreigners still want to immigrate to and make a better life.

@downsjm @smerconish Ok? And if the market for those products dried up? Those jobs would be gone in a heartbeat. They’ve manipulated the system and bought enough influence that it’s unlikely, but that’s what would happen. As for their philanthropy, good for them.

What do you think? VOTE on the poll question at Smerconish.com

@afcbournemouth Let's go Tyler Adams!!!

A sub immediately after the red card decision.