Gus Griffen

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Gus Griffen

Gus Griffen

@touchandtank

Race-Essentialism is Racism

Washington State Katılım Mayıs 2017
284 Takip Edilen403 Takipçiler
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Gus Griffen
Gus Griffen@touchandtank·
@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
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JB650
JB650@JB6506·
@AdamSchefter Do we get the times for the divisional games today?
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Adam Schefter
Adam Schefter@AdamSchefter·
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.
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Adam Schefter
Adam Schefter@AdamSchefter·
Full Week 18 schedule:
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Gus Griffen
Gus Griffen@touchandtank·
@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.
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FantasyPros
FantasyPros@FantasyPros·
How much do you trust Taysom Hill in your fantasy championship? 🏆
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Gus Griffen
Gus Griffen@touchandtank·
@NFL Easily could've ruled fwd progress regardless
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NFL@NFL·
A wild way to end Week 16's late slate
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Gus Griffen
Gus Griffen@touchandtank·
@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
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🇭🇹
🇭🇹@stillmsc·
Daniel Jones & Sam Darnold falling off at the same time
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Not Jerome Powell
Not Jerome Powell@alifarhat79·
Predict what the price of bitcoin will be on December 31st, 2025
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Gus Griffen
Gus Griffen@touchandtank·
@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 💰 😀
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豆栽培者ファビアン
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…
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MLB
MLB@MLB·
JOSH NAYLOR CLEARS THE BASES! THE @MARINERS LEAD IN THE 8TH!
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Gus Griffen
Gus Griffen@touchandtank·
@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.
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SemiAnalysis
SemiAnalysis@SemiAnalysis_·
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…
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Gus Griffen
Gus Griffen@touchandtank·
@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.
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AlphaSense
AlphaSense@AlphaSenseInc·
$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…
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Gus Griffen
Gus Griffen@touchandtank·
@TalkinBaseball_ All eyes on the 1961 Mickey Mantle record for most HRs by a switch hitter (54) 👀
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Talkin' Baseball
Talkin' Baseball@TalkinBaseball_·
Cal Raleigh has tied the single-season record for most home runs by a catcher with 48. Salvador Perez set that record in 2021
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cold 🥑
cold 🥑@coldhealing·
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?
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EN_Ball55
EN_Ball55@Ball55En·
@MLB Julio Rodriguez is the most overrated player in mlb as of today.
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MLB
MLB@MLB·
JULIOOOOOOOO 😯 Julio Rodríguez takes away a homer!
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Jeff Simmons
Jeff Simmons@realjeffsimmons·
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.
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Pramila Jayapal
Pramila Jayapal@PramilaJayapal·
Corporations got us into this mess, but even they can't escape the devastating reality of climate change.
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Gus Griffen
Gus Griffen@touchandtank·
*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.
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Gus Griffen
Gus Griffen@touchandtank·
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
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Jere_Memez
Jere_Memez@Jere_Memez·
@touchandtank For the Palisades? I'd like to see it if you have the link.
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Jere_Memez
Jere_Memez@Jere_Memez·
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 🔥🏘
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