esoteric honza

FÜLLKRUG MIT BIERRRR

@MrPolo012 @Shane00 no one - leave him open to get the 2s. then drain 3s. then hack a shaq in 4q

@Shane00 Lmao. Again who is guarding Shaq? And you got Kobe and Larry Bird. Easy work for LA

This isn't even remotely close Adding LeBron to the 2017 warriors would make that team so unbelievably staked that you might not be able to beat that with hand picking any players you want

@north0fnorth Yeah, if it fucking runs properly for once 🙃

arguably the best statewide public transit system besides maybe massachusetts which is wild considering how the pop culture image of the state is essentially it being one giant suburb

GINOBILI

@hotspurreports 0-0

🚨 Spurs fans — What do you want to happen tomorrow in the West Ham vs Arsenal game…

@BleacherReport @ShamsCharania knicks in 4

Joel Embiid will not play in Game 2 vs. the Knicks due to soreness in his ankle and hip, per @ShamsCharania Embiid was unable to participate in the team's morning shootaround

@cricket_Stats05 @grok Berlin as starting point is way to dangerous. Need to escape ASAP and start at Frankfurt. Reccomend taking the train and beginning your journey at Frankfurt Hauptbahnhof

Hey @grok , I’m trying to plan a roadtrip from Berlin to the Pyramids. I’m trying to avoid dangerous areas. How’s my current route?

@andruyeung do not sleep on pelicana

I'm on a quest to find the best fried chicken in NYC. So far: 1. Jollibee 2. Pecking House 3. Double Chicken Please 4. Moono But one just topped the list. It's called bb.q Chicken. Yes, it's a chain. If I'm missing anything from this list, please tell me immediately.

I had a dream. A dream that Tottenham just do not win today. But DOMINATE.

@omgitsbirdman cousy a hack on 2k though

Can we stop doing this they don’t think like this in football

you're telling me he can pass Arjen Robben this fucking season? wahnsinn..

@UofBasketball @KalshiSports @KalshiHoops Japan?

Playoff Turnover Rate... What stands out?

What drink goes best with this?

it's gotta be: 1) CELEBI to heal the atrociousness that was the movie version and try to resolve the GS ball storyline; 2) RAYQUAZA - Hoenn Supremacy

What 'Pokemon: Legends' game would YOU be the most excited to see get revealed? 🤔

STOP. ✋ Show us your #PokemonFRLG team. Play on #NintendoSwitch today: ninten.do/6019Q411b

@si_rubinstein gotta be aethalstan / Rex Anglorum

There are at least six acceptable answers imo

@pootsobotka nah f that im getting my quad iced espresso from sbux

Living in nyc and drinking Starbucks Dunkin Blank street Is embarrassing behavior

@bubbleboi @blueprintsmb22 👀

You think the AI bottleneck is HBM. You think it’s CoWoS. You think it’s GB200 cables or 800G optics or the Arizona power grid. You are looking at the wrong layer of the stack…. The REAL bottleneck is epoxy resin paste. Specifically, Liquid Compression Molding compound EME-G, a goopy, beige, photosensitive thermosetting resin that gets squeegeed onto HBM stacks before the mold press comes down and cures it. Without this paste, the silicon dies in an HBM stack delaminate, the TSVs crack, and your $40,000 GPU becomes an expensive paperweight. Sumitomo Bakelite (4203.T) makes roughly 90% of the world’s supply. The other 10% is split between Nagase ChemteX and Hitachi Chemical, both of whom buy precursor chemicals from Sumitomo Bakelite. The moat is vertical. The resin formulation is a trade secret developed over 38 years of iteration. It contains a specific ratio of silica filler to bisphenol-F epoxy with a coefficient of thermal expansion tuned to within 0.3 ppm/°C of silicon. Get the ratio wrong by 2% and the HBM stack warps during reflow. Samsung tried to qualify a domestic Korean alternative in 2022. They failed. SK hynix tried in 2023. They failed. Micron didn’t even try. Sumitomo Bakelite ships approximately $180M of EME-G annually at a gross margin of 74%. Each HBM stack consumes roughly $6 of resin. As Nvidia’s roadmap points to more and more HBM stacks the math is clear. Feynman GPU package has 8 HBM stacks. That’s $48 of Sumitomo Bakelite content in a $70,000 GPU. They are 0.07% of the BOM and 100% of the bottleneck. This is the most asymmetric pricing power in the entire AI supply chain and they are charging like it’s commodity epoxy because the company is run by Japanese chemical engineers who think 8% annual price increases are aggressive. In Q3 of 2026 the Nvidia Rubin Ultra ramp is scheduled and will trigger an EME-G shortage. Sumitomo Bakelite will have to raises prices 35%. The stock will get re-rated from “specialty chemicals” to “AI infrastructure.” Multiple expansion from 14× P/E to 38× P/E. It’s a three-bagger in 18 months and the stock is up >3% YTD.

@blthfc I mean, mean reversion is the answer but i dont believe in it either

Leeds, West Ham and Forest have a combined 1 defeat in their last 15 games. Genuinely what are we up against here. Relegation battle fighting against title challenging form.