BC

229 posts

BC

BC

@BrielleCardieri

New York, NY เข้าร่วม Haziran 2020
740 กำลังติดตาม173 ผู้ติดตาม
BC
BC@BrielleCardieri·
@WealthyReadings I POST ALL TRADES FOR FREE I share my real-time buy/sell TRADE alert on WhatsApp, free to join ✅ ➡️Copy search input Reply “2026” to WhatsApp: 15172026566 Here’s the link :wa.me/15172026566/?t….....
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BC@BrielleCardieri·
@WealthyReadings How I’m approaching the market. ⤵️ Tap for context
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The Few Bets That Matter
The Few Bets That Matter@WealthyReadings·
There's more to the $NVDA x $MRVL patnership than it looks. $MRVL is the king of connectivity/networking designs, they are the ultimate optimizers. $NVDA $2B injection plus giving them access to NVLink infras has everything to do with the actual networking bottleneck. They need the best to push copper to its limits within their architecture. And the limits come with $MRVL no one else. The next step also comes with $MRVL as their specialty led them to phonotics, and the $NVDA press release is clear, this also is part of this partnership. They are here to push copper to the limit and help Rubin to integrate SiPho and CPOs. I'll let you guess $MRVL foundries and close partners when it comes to SiPho: $GFS. The playbook is pretty clear from $NVDA here, and the outcome will soon only be history.
The Few Bets That Matter tweet mediaThe Few Bets That Matter tweet mediaThe Few Bets That Matter tweet media
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BC@BrielleCardieri·
@WealthyReadings I POST ALL TRADES FOR FREE I share my real-time buy/sell TRADE alert on WhatsApp, free to join ✅ ➡️Copy search input Reply “2026” to WhatsApp: 15172026566 Here’s the link :wa.me/15172026566/?t….....
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BC
BC@BrielleCardieri·
@WealthyReadings How I’m approaching the market. ⤵️ Tap for context
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The Few Bets That Matter
The Few Bets That Matter@WealthyReadings·
By 2027, all hardware installed on datacenters will be equiped with optics connectivities, which will rely on $SOI wafers and $GFS or $TSEM foundries. Stargate project led my openAI $MSFT and $ORCL is planned for 10GW online by 2030. $NBIS has ~3GW to add to its capacities over the next few years and announced expansions in Europe today. $META is planning to put online ~1GW by 2028. $GOOG has a ~6GW project by 2027. $AMZN has a multi GW campus planned for 2030. As of today, datacenters use copper for short distance and optics for longer ones - meters. But $NVDA's investments are clear on where this is going and they aren't throwing money by the window for pleasure. They are investing where they know money will flow to resolve networking bottlenecks: light. If all those datacenters include photonics within the new Rubin generation, the entire sector will see a growth it has never seen before, even during telecom deployments. Just like Nvidia, I'm betting heavily on it.
The Few Bets That Matter tweet media
The Few Bets That Matter@WealthyReadings

There's more to the $NVDA x $MRVL patnership than it looks. $MRVL is the king of connectivity/networking designs, they are the ultimate optimizers. $NVDA $2B injection plus giving them access to NVLink infras has everything to do with the actual networking bottleneck. They need the best to push copper to its limits within their architecture. And the limits come with $MRVL no one else. The next step also comes with $MRVL as their specialty led them to phonotics, and the $NVDA press release is clear, this also is part of this partnership. They are here to push copper to the limit and help Rubin to integrate SiPho and CPOs. I'll let you guess $MRVL foundries and close partners when it comes to SiPho: $GFS. The playbook is pretty clear from $NVDA here, and the outcome will soon only be history.

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BC@BrielleCardieri·
@BlkMissFrizzle Whole ass DOCTORal candidate
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awrealya, m.a.
awrealya, m.a.@BlkMissFrizzle·
It’s so crazy how being a Black girl in the environmental field has people looking at you like you don’t know what you’re talking about. The microagressions (and macro) are not subtle and I see it all the time. Doesn’t even matter that I’m a whole PhD student lol
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Governor Kathy Hochul
Governor Kathy Hochul@GovKathyHochul·
Donald Trump isn't a "king" and we won't let him use New Yorkers as roadkill on his revenge tour. We’ll see him in court.
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BC@BrielleCardieri·
@Gothamist @GovKathyHochul this decision is a disgrace and I can't even call your office to speak to a representative about it. Why am I watching my representative government fall apart in front of my eyes?
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Gothamist
Gothamist@Gothamist·
Gov. Hochul won't remove NYC Mayor Adams from office for now, source says buff.ly/417evXp
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Governor Kathy Hochul
Governor Kathy Hochul@GovKathyHochul·
"Never forget” isn’t a slogan, it’s a promise to our firefighters, police officers, and all the first responders who ran into danger on 9/11. We’ll fight like hell to stop Elon Musk and his cronies from breaking that promise.
Maya Kaufman@mayakauf

My latest: DOGE canceled a CDC contract for @FDNY research work, part of a study of the links between firefighters' cancers and their work responding to the 9/11 attack on the World Trade Center. @UEMSO_FDNY @UEPI2507

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Nina Turner
Nina Turner@ninaturner·
Neoliberalism is done. It’s either progressive populism — supporting single-payer healthcare, tuition-free college and trade schools, and raising the minimum wage — or watch the GOP continue to win long-term. Your move, Democratic Party.
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New York Yankees
New York Yankees@Yankees·
The East is Ours. #RepBX
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SIMONE 🩷
SIMONE 🩷@parasocialyte·
HAPPY ERIC ADAMS INDICTED DAY TO ALL WHO CELEBRATE
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luis seija, md, mshp (he/they)
diverse clinical trial participation matters. that’s why I spent my morning w/ @PennMedicine enrolling in a phase 2 vaccine trial 💉 wo participants, there is no research. wo research, medicine doesn’t advance. wo a diverse sample, we limit the scope of solutions & therapies.
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m 🧚🏻‍♀️
m 🧚🏻‍♀️@spelunky_·
never reposted anything so fast
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Positive Yankee Fan
Positive Yankee Fan@PositiveYankees·
Salute to all the REAL Yankee fans out there man… weeks like these make it easy to spot the difference. Stand on it. 🫡
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Bryan Hoch ⚾️
Bryan Hoch ⚾️@BryanHoch·
Juan Soto is about to experience his Bronx debut in pinstripes and there's an earthquake at Yankee Stadium. Can't be a coincidence.
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Gary Phillips
Gary Phillips@GaryHPhillips·
Aaron Judge on who started the barking after Alex Verdugo's homer: "There's a lot of dogs in that dugout, so I don't know where that came from." #Yankees
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Elmo
Elmo@elmo·
This ain't Texas, this is Sesame Street! 🐴🤠😂❤️
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New York Yankees
New York Yankees@Yankees·
Day Juan.
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BC@BrielleCardieri·
@elmo Happy birthday Elmo! We love you!
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Elmo
Elmo@elmo·
A lot of friends have been asking, and yes, Elmo is doing great. Today is Elmo’s birthday! Yeah, baby! Thank you for checking in. Now let’s have a party! ❤️ #EmotionalWellBeing #HappyBirthdayElmo
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