soobidou

@SampsonRamm @TyePee @X @CBC @TDBank_US That spam is crazy. They all link to a fake "CBC" website with some phishing link. Pictures are similar, but vary from time to time. All from different users, their profile looks normal. It's asif these users were hacked and are being used to evade anti-spam.

@TyePee When is @X gonna get a grip on these scam / bulk spam advertisers, pushing their fake investment website, using a fabricated @CBC article in front of a @TDBank_US ? Is TD also involved in the scam?

@ctjlewis Jensen Huang (nvidia) declared OpenClaw the "new computer" calling it the most significant software release in history

So that was a psyop.

@tumonomi_53 @TedPillows Japan has a tightly-knit culture. (shall I say a beautiful and respectful one) Social cohesion can help people remain resilient through tough economic times. The same level of cohesion is harder to find in the US, where political + social polarization is much stornger

@TedPillows 日本人ですが日本は終わってます。

🇯🇵 Japanese bond yields are going vertical. Most people don’t know how bad this is.

@PythonCrafted Fix with `i += 1` at the end of the loop :)

@michaeljburry Sadly, many people seem to conflate AI as a technology with the AI narrative and current market valuations.

@jigark0 @Bhavani_00007 Even senior devs who were once highly skilled..

@Bhavani_00007 Everyone is becoming vibecoder and they don't know it yet.

Developers after Claude :

@MaksShamihulau @Bhavani_00007 It's a serious joke. Skills atrophy rapidly.

@Bhavani_00007 This is real and scares me a lot

@magicJack Have a canadian number. Paid 1y subscription for both device + number. Device had noise and had to be switched. I had to pay again for 1y. Is there anything I can do to get reimbursement for the old, useless device subscription? (capacitor issues)

@magicJack My father device had lots of noise on the phone line, apparently device degrades over time. So I bought a new one, and did the computer+usb phone number switch. I recently renewed for a full year, yet I had to pay again for the new device (was expecting switch)

@BullTheoryio link?

🚨 MICHAEL BURRY JUST WARNED THE ENTIRE AI BOOM MAY BE BUILT ON TEMPORARY DEMAND. He published a post today calling Nvidia "the North Star, Orion, the whole Milky Way" and explaining why that makes it the most dangerous stock in the market right now. His core argument is: Nvidia is selling into a concentrated group of buyers Microsoft, Google, Amazon, Meta who are all racing to buy chips not because they need them for real revenue generating products right now, but because they are in a training and benchmarking phase that will not last forever. Hyperscalers currently account for approximately 50% of all Nvidia data center revenue. When the training phase ends and these companies shift from building AI to deploying it, the demand profile changes completely. Burry calls this the "bullwhip effect." When the buyers at the end of a supply chain over order because they are afraid of missing out, the distortion amplifies all the way back through the chain. Nvidia sees record demand. Nvidia locks in massive custom supply commitments. Data center financing expands to accommodate the buildout. Everyone bets the demand is permanent. Nvidia just reported $81.6 billion in quarterly revenue, up 85% year over year. Data center revenue alone was $75.2 billion, up 92%. The numbers are real but the question Burry is asking is whether the demand behind those numbers is structural or temporary. He calls it the "bezzle." A term coined by economist John Kenneth Galbraith to describe the gap between what people think they own and what actually exists. In a bezzle, the money feels real, the assets feel real, and everything looks fine until the moment it does not. Historically the semiconductor industry is highly cyclical. The persistent fear among analysts is that the current build out phase of AI will eventually lead to oversupply of computing power and when that happens the whiplash into Nvidia's revenue could be severe. Burry has been wrong on timing before. He called the market a sell in 2023 and it went up 131% since then. But the 2008 mortgage crisis he predicted also looked like a timing mistake for two years before it was not. The difference this time is that he is not just making a macro call. He is pointing to a specific mechanism, concentrated buyers, a temporary demand phase, and custom supply commitments that create obligations on both sides and saying the math only works until the training phase ends. Nvidia trades at 33 times forward earnings on $81 billion in quarterly revenue. If hyperscaler capex slows even 20%, that math changes very fast.

@TheCinesthetic Great answer... nice twist to a well-known Churchill quote. Unfortunately the clip is too short and the full interview seems lost.

Orson Welles firing back at Robert Blake after being fat-shamed: “I’m fat. You’re ugly. But I can diet.”

@elonmusknews30 The single letter "x" referring to the social website feels odd. I understand the goal of making it part of a larger ecosystem like: SpaceX, xAi, etc. but a single letter? xsocial or twitter are better IMO. MSFT is prefixing "power" to their stuff, and it's just... silly

@Kim64779055 @NHLPlayerSafety The guy will die, ovechkin will say "it's hockey, not ballet", NHL will bow and turn a blind eye then move on. People forgot that he finished Drouin's career in the past.

@NHLPlayerSafety How about you friggin suspend Ovechkin for the hit to the head yesterday? He didn't even get a major for leaving his feet and making direct contact to the head. You guys are an absolute joke. Someone's going to have to die before you guys give a f***

Montreal’s Arber Xhekaj has been fined $3,385.42, the maximum allowable under the CBA, for unsportsmanlike conduct during last night’s pre-game warm-up against Washington.

@onrebruit No it's strange and visually unappealing. Not sure why they thought this was a good idea...

@RealHypnotic1 @itsjustroobs And that subsidiary represents the 'golden' part of Ubisoft. Ubi today carries significant debt and has a large headcount.

There is no Hyperbole. Ubisoft had to form a entirely seperate subsidiary for this to even have. Tencant has a huge 25% stake in a new company that was formed from another company they have 10% stake in. This was the only way this was gonna happen otherwise it ends poorly for Ubisoft. They needed tencents money clear as day.

Ubisoft has officially sold its video game franchises and formed a new subsidary giving tencent 25% ownership and royalties. Ubisoft did so well with assassins creed shadows, they were still forced to sell. This new subsidary is already worth more than Ubisoft itself, with the massive investment from Tencent. This new subsidary will own all the intellectual properties of the video game IP's ubisoft formerly owned. Great work, at least you can ratio people on X!

@TheHenday @therealmrbench I make out "ignorant" but it's not clear.

@therealmrbench "ons attends" - "we wait" kind of like "settle down" "honnêtement" - "honestly" "Il y aura" - "there will be" (trying to continue)

Mark Carney was asked the following at a rally in Kitchener. "How many kids did you molest with Jeffrey Epstein?" If you know French, can you tell me what response Carney and the crowd have.

@JayGenXer That's one of his top 10 best quotes. This along with "the budget will balance itself"

@Notawokeclown @JayGenXer Sadly, economy is an alien concept for a huge mass of voters

@JayGenXer Will people fall for it again? You bet they will.

@The_Jow @Outlook repeating redirects on my end

Anyone else finding @Outlook is down?

I guess outlook is down? Is it just me? #Outlook