Gus Griffen

@SarcasmStardust I'm tired of people living in one of the most free nations in the history of humanity acting as if they live in North Korea. Embarassing

@AdamSchefter A.K.A The NFC West

The NFC’s Final Four:

@JB6506 @AdamSchefter Yep, they're coming out shortly

@AdamSchefter Do we get the times for the divisional games today?

New England beats the Chargers for its first playoff win since the 2018 season; the Patriots now will play the winner of the Texans-Steelers game.

@AdamSchefter Is this satire?

Full Week 18 schedule:

@White80SetHUTHU @FantasyPros I keep flip flopping. Probably going to roll the dice on Taysom in the end. Schultz floor isnt elite against a strong LAC matchup so I'll go for the upside.

@FantasyPros Schultz or Taysom???

How much do you trust Taysom Hill in your fantasy championship? 🏆

@NFL Easily could've ruled fwd progress regardless

A wild way to end Week 16's late slate

@unusual_whales Classic rug pull. Market rallies on headlines of rate cuts and non overly hawkish commentary, then the flush happens (owing to very hawkish 2026 forecast) based on information that was known during the trading day post FOMC. Good buying opp next up

BREAKING: Futures have turned sharply negative suddenly, with S&P futures down 1%, Nasdaq 100 down 1.5%, $VIX up nearly 3%. Link: unusualwhales.com/futures_indices

@stillmsc da fuq?

Daniel Jones & Sam Darnold falling off at the same time

@alifarhat79 $104,750

Predict what the price of bitcoin will be on December 31st, 2025

@iamfabian Poet Technologies the small cap derivative set to benefit bigly from the move to optical interconnect (esp. If MRVL buys out Celestial whose solution foundationally embeds POET tech). Happy investing 💰 😀

I just published my pre-earnings Deep Dive on Marvell Technology $MRVL ahead of tomorrow’s earnings report. I break down why Marvell sits at the center of the Interconnect Singularity, the shift from a FLOPs race to a bandwidth bottleneck, and how the move to 1.6T optics and 3nm DSPs could reshape the company’s trajectory. I also cover the acquisition news of Celestial AI, key setup for earnings, including custom silicon momentum, merchant optics, margin risk, and the 800G to 1.6T transition. Please have a read and as always, open for feedback! iamfabian.substack.com/p/my-pre-earni…

@MLB @Mariners Seattle is a baseball town ⚡️

JOSH NAYLOR CLEARS THE BASES! THE @MARINERS LEAD IN THE 8TH!

@SemiAnalysis_ Enjoyed the piece! Just one nit: Azure has reported 1Q of revenue in its history. Share gain estimates are highly speculative on any duration beyond that.

Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion Anthropic multi-gigawatt clusters, Trainium ramp, best TCO per memory bandwidth, system-level roadmap, Bedrock and internal models semianalysis.com/2025/09/03/ama…

@AlphaSenseInc Solid. Couple more choppy quarters as the market digests pivot from rev to EPS growth, but the latter looks good w/revenues continuing to tick up as profitability improves (each quarter incrementally dispels AI fears). Will pick up some shares tomorrow after ~5% decline at open.

$CRM Earnings: - Second quarter revenue of $10.2 billion, up 10% year-over-year ("Y/Y") and 9% in constant currency ("CC") - EPS: $2.91 - Second quarter subscription & support revenue of $9.7 billion, up 11% Y/Y and 9% in CC - Current remaining performance obligation of $29.4 billion, up 11% Y/Y and 10% in CC - Second quarter GAAP operating margin of 22.8% and non-GAAP operating margin of 34.3% - Returned $2.6 billion to shareholders, including $2.2 billion in share repurchases and $399 million in dividends “We delivered an outstanding quarter to close out the first half of the year, with strong performance across revenue, margin, cash flow, and cRPO—and we remain on track for fiscal 2026 to be a record year with nearly $15 billion in operating cash flow,” said Marc Benioff, Chair and CEO, Salesforce. “These results reflect the success of our customers—like Pfizer, Marriott, and the U.S. Army—who are transforming into agentic enterprises, where humans and AI agents work side by side to reimagine workflows, accelerate productivity, and deliver customer success.” “Our second quarter results highlight our ability to drive profitable growth while helping our customers and ourselves become agentic enterprises,” said Robin Washington, President and Chief Operating and Financial Officer, Salesforce. “We exceeded all our financial targets while achieving our tenth consecutive quarter of operating margin expansion, delivering strong returns and maximizing value for our customers and shareholders.” research.alpha-sense.com/?docid=PR-b21b…

@TalkinBaseball_ All eyes on the 1961 Mickey Mantle record for most HRs by a switch hitter (54) 👀

Cal Raleigh has tied the single-season record for most home runs by a catcher with 48. Salvador Perez set that record in 2021

@coldhealing B.S. Economics

If you were advising a widely-talented 17yo today who wanted the safest path to the upper middle class what college major would you recommend? I genuinely don't know. The world is changing a lot. It's probably not computer science. Maybe it's mechanical engineering or math?

@Ball55En @MLB 🥱

@MLB Julio Rodriguez is the most overrated player in mlb as of today.

JULIOOOOOOOO 😯 Julio Rodríguez takes away a homer!

@realjeffsimmons Ball knower

I can’t figure out still how Earl Thomas didn’t even crack the final 15 for the Hall of Fame. dude was the best player on the field during the peak of the Seahawks.

@PramilaJayapal You're literally the worst

Corporations got us into this mess, but even they can't escape the devastating reality of climate change.

*there are known transmission lines in the area of Palisades fire origin but they are buried underground and therefore exceedingly unlikely to have been the cause.

All but certain the LA fires were started by humans, either via faulty utility lines, arson, or a combination thereof. The Palisades fire in particular is likely to be identified as arson given it started in uninhabited bush in an area w/o known transmission lines. Godspeed

@Jere_Memez Allegedly Palisades, see minutes three through five of the video linked below: youtu.be/zlS_CXLrRfY?si…

@touchandtank For the Palisades? I'd like to see it if you have the link.

What caused the Palisades fire? According to a local firefighter, "This has jumped from a very small fire in a backyard, it ran up a ridge, once it hit that ridge, we had erratic winds, and it just had an ember cast that pushed it throughout all Palisades". #PalisadesFire #LAFD 🔥🏘