Brian T. Petterson

Acquirers and merchants should be partners, but fragmented data systems often force a defensive, adversarial relationship. Learn how unifying your risk, compliance, and transaction data can reduce false declines and turn your risk team into a strategic growth partner: buff.ly/FFcFEHp
 #payments #merchants #acquirers #fraudnet #dataorchestration #networkintelligence #analytics #datascience #ai #ainative #machinelearning #fraudprevention #frauddetection #riskmanagement

Despite calling out the fact that people have a hard time understanding exponential growth, I was too conservative in predicting that 'in a couple of years' we would have a function from cash to code. 9 months later, we have the function mapping cash to code. It's just that very few people and companies have figured out how to use it.

We asked @stephenbalaban (co-founder of @LambdaAPI) about AI pessimism. "In general, everyone underestimates what exponential growth looks like." "Think about how good code generation has gotten over the past 90 days." "In a couple of years, you will have a function that goes from cash to software." "That's going to completely change the way businesses operate."

$NVDA just put $4B into $LITE and $COHR. $AVGO is shipping CPO switches. $MRVL demoed liquid-cooled CPO at OCP. Everyone's talking about who builds the optical engine. Nobody's asking the harder question: who supplies the light? Silicon can't make a laser. Every SiPho chip needs one from outside. Three microcaps are trying to be that supplier. All three surging. All three very different. $SIVEF (+63% in 5 days): InP DFB lasers. Partners with Ayar Labs, POET, imec. Closest to real revenue. QD Laser (6613.T, +33%): Quantum dot physics are real. But their actual customers are in biomedical, not datacenter. $ALMU ($254M mcap, 14 employees): Growing III-V directly on silicon. I visited their booth at Photonics West. Asked about yield. No clear answer. I wrote a full deep dive. Architecture from Gen 1 (EML) to Gen 4 (monolithic). Cost breakdowns. Financials. Bull/bear for each. First half is free!!! Link: "photoncap.substack.com/p/the-silicon-…" h/t @Semicon_player for the suggestion to dig into this one.🫡

NIXXY (NASDAQ: $NIXX) at the 38th Annual @ROTHCapital Partners Investor Conference. Ritz-Carlton, Dana Point, California March 22-24th They’ll be meeting with investors and partners to discuss their growth across AI, fintech, and telecom infrastructure. globenewswire.com/news-release/2…

AI infrastructure company @Nixxy $NIXX, which is advancing telecom and fintech convergence, announced it has signed a $60,000,00 infrastructure agreement with Telforge, a wholly owned subsidiary of FingerMotion (NASDAQ: $FNGR). trajectoryventures.vc/ai-innovation/… #AI $NVDA $NBIS

@gtconway3d Nope. Zero trust.

Does anyone seriously believe anything he says here? Is it even remotely tenable to have a president whose statements are so erratic and lacking in credibility?

🔥URGENT‼️ -Audio released in which Donald Trump threatens to start a war if the Epstein files are released Donald Trump: “Don’t release the Epstein files‼️Fuck Marjorie Taylor, I don’t care what you do, start a fucking war‼️” Do not stop talking about the Epstein files

Let me explain the sinister nature of what Trump actually does to people. He asks: are you loyal to me? Yes. Good. No forever wars. Are you with me? Yes. No forever wars. Then he starts the wars. And now he needs you to be with him on the wars too. And then the Epstein files come out. Allegations involving children. And he needs you to look the other way on that too. That’s the mechanism. That’s how it works. He moves the goalposts incrementally. Each ask is slightly more compromising than the last. And by the time you realize how far you’ve traveled from your own principles you are so deep in that you can’t find your way back. Loyalty to Trump doesn’t mean loyalty to an idea or a policy or a vision for the country. It means asymmetric, unconditional, no-questions-asked loyalty to whatever he decides is true today. You have to understand the sinister nature of that to understand what is really happening in Washington right now. This isn’t politics. This is a loyalty trap.

Republicans say one of these individuals is the "most divisive president in history"

In this video, we reveal how Ivanka Trump and Jared Kushner made up to $640M during Trump’s first term while claiming to work for free.

Less than a week after the disgraced financier was found dead in a New York jail, the Trump DOJ shredded “huge amounts of paperwork.” trib.al/2eEepHu

A hero in service through military and government. A cowardly @realDonaldTrump mental midget. Rest in Power, Robert Mueller.

Bye bye banner ads. Say hello to @CollectiveAud advertising experiences that increase attention, engagement, conversions and generate real-time first party data. The new standard for advertising on the open web. collectiveaudience.co/audienceads/ #DigitalMarketing #DigitalMedia

$NIXX if you read this and don’t buy NIXX please give up investing 😮 Opportunities for explosive upside like this are rare, and all the metrics are there for you to EASILY verify for yourself.

@StockAuthority The markets just starting to realized what the team is building. It’s a very interesting time & place to have a platform like $NIXX to build on. The multiple is below even the most conservative AI multiples of revenues. Mike is making smart moves architecting a solid foundation

AI infrastructure company @Nixxy $NIXX, which is advancing telecom and fintech convergence, announced it has signed a $60,000,00 infrastructure agreement with Telforge, a wholly owned subsidiary of FingerMotion (NASDAQ: $FNGR). trajectoryventures.vc/ai-innovation/… #AI $NVDA $NBIS

$FERN - Fernhill Announces Signed LOI for $10 Million Tokenized Allocation in Commercial Real Estate Fund. fernhillcorp.com/fernhill-annou…

@aleabitoreddit Want to put this one in your radar screen $NIXX.

Inside @LightmatterCo's wide and parallel silicon photonics wins, which are driving the next phase of AI infrastructure performance. This is the beginning of the most important and biggest infrastructure shift to enable AGI and reduce energy trajectoryventures.vc/ai-innovation/… #AI #Photonics