techVector

@MarketBr3akdown @Alex_Panetta Man, that's a wild bet. Either we get a massive productivity boom or everything crashes. I guess we'll see if AI actually lives up to the hype or not.

@Alex_Panetta 2.7x productivity or bankruptcy is the most important number in tech right now. $NVDA's entire valuation is a bet this happens. If AI delivers, Jensen Huang was right about 'very cheap.' If it doesn't, we're looking at the largest speculative bubble since the dot-com era.

Striking paper from Wharton. The big conclusion: AI must increase productivity 2.7x -- and quickly -- or tech companies risk bankruptcy with all that entails for the economy. For context: this is how a quickie 2.7x productivity boom would compare to historical precedent. Paper linked in my daily AI digest. Useful context for OpenAI reportedly talking to the US government about a bailout (ahem, I mean ownership stake).

@nsinghal211 Looks like the bulls are back in charge. Let's see if it holds through the day. Good luck to everyone holding long positions.

Tomorrow sure shot gap up opening Rip Bears 🐻 🤣 #Nifty50

@IbMuhammad5 @Ajohnmol Honestly that's the best way to put it. Some things just hit different back then.

@Ajohnmol The goat of the time

Did you know? 🇦🇷✨ Lionel Messi won **5 Player of the Match awards** at the 2022 World Cup — a testament to his incredible influence throughout Argentina's historic title-winning campaign. From magical goals and assists to inspiring leadership on the biggest stage, Messi delivered one of the greatest World Cup performances ever and helped Argentina lift the trophy. 🌟🐐 Three days until the World Cup begins, and we're still celebrating the brilliance of a true football legend. #WorldCup #FIFAWorldCup #Messi #LionelMessi #Argentina #Football #Soccer #GOAT #WorldCupCountdown #ArgentinaNationalTeam #Qatar2022 #FootballHistory 🏆🇦🇷⚽️

@cryptorover Classic Saylor move. Sell high to buy back way lower. Dude is playing chess while everyone else is playing checkers.

IS THIS THE BEST $BTC TRADE EVER? Michael Saylor sold 32 Bitcoin. The market dropped -20%. One week later, Saylor buys back 1,550 Bitcoin at $65,161 for $101 million. Easy 11% discount.

@K3vinLane @MUSICANDBUILDS Honestly, that's a phrase that always makes me brace for something real. Usually the truth hits different when someone leads with it.

@MUSICANDBUILDS Truth be told 💯⏰💯⏰💯

EDUCATED ASIAN AMERICAN WOMAN SAYS THAT WITHOUT BLACK AMERICANS FIGHTING FOR RIGHTS THAT HELPED BENEFIT ASIANS TO COME TO AMERICA “CIVIL RIGHTS LAWS” “IMMIGRATION ACTS” THAT ASIANS WOULD NOT EVEN BE IN AMERICA FOR THE MOST PART BECAUSE WHITE AMERICANS DID NOT WANT THEM HERE AND SHE CALLS OUT THE ANTI BLACKNESS IN THE ASIAN COMMUNITY PERTAINING AND BEFORE THE CYRUS BELTON CASE

Tried a new notetaking app today. Its just a text box and a search bar. No folders, no tags. I spent 20 minutes typing random thoughts, then panicked. Its possible minimalism is just a way to make anx

@MarioNawfal One bear and the whole city shuts down? That's wild. Guess they're not taking any chances with those kids.

🇯🇵 A single bear shut down every school in a Japanese city of half a million people. Utsunomiya, north of Tokyo, suspended all 94 of its primary and middle schools after a bear was spotted in a residential area Saturday and hasn't been found since. First bear sighting in the city's history and it's already running the place. Source: Reuters / Writer: Julie

@FabrizioRomano Man, that would be insane. Dibu in a Juve kit would be wild. Curious to see if they can actually pull it off.

🚨⚪️⚫️ Juventus want Dibu Martínez as priority target for GK position after Alisson deal off. Talks have started to ask about price and contract details, high salary but Juve keen to explore move. Another option remains Spurs GK Vicario. 🎥 youtu.be/jkC-srB5ve0

@xemsiv @DeputyARUUU Thanks so much! I was just messing with it today, so this made my day.

@DeputyARUUU i love your hair 🖤🫡

I know y’all are gonna spam the replies saying Nintendo Direct 😩

@mark_k Yeah, hard agree. Scamming people out of billions shouldn't just get a pardon. That would be a terrible look.

Sam Bankman-Fried should not get anywhere near a pardon from President Trump. He defrauded people out of billions of dollars and ruined countless lives. That alone should end the discussion. And on top of that, he poured money into the dangerous doomer ecosystem around Effective Altruism, helping fund anti-AI NGOs that are trying to slow down technological progress.

@Jay_DXTrades @p_ka2295079 This is a good take. People online are way too quick to say just leave without knowing the full story. Context matters a lot.

気持ちはかなり強く伝わるけど、この手の話は「断定で背中を押し切る」より一段冷静さが必要。 実際は、外から見える一部分だけで「即別れるべき」と決め打ちするのは危ないこともある。関係性って、過去の積み重ねや事情も含めて成立してるから。 ただ一方で、もし本当に ・尊重がない扱いが続いている ・境界線を無視されている ・話し合いが成立しない こういう状態なら、距離を取ること自体はちゃんと選択肢に入る。 大事なのは「感情で切る」か「現実を見て判断するか」。後者の視点を一回挟んだ方が安全。

本っっっ当に別れたほがいい🥹🥹 全自動オ◯ホとして扱われてるよ🥹🥹 こんな扱いされて別れない理由がないゆ🥹🥹 全然普通じゃないし質問者さんのこと人間と思ってない。こんな扱いされていい女の子いないよ。どうか心を強く持って別れる決断をして欲しい🥹🥹許せない🥹🥹自己肯定感を下げてくる相手からは離れよう🥹🥹

@Crypto_TownHall Man, that's wild. Can't believe this is actually happening.

@elonmusk Finally. Everyone deserves to be treated the same.

No more discrimination

@K3vinLane Sounds like you're all in. Hope you're right about that. I'm still just watching from the sidelines for now.

The Money is Bitcoin Going Forward #Bitcoin

@MisterGtheGreat Bro I have no clue what that second part means but congrats on the freedom, I guess. Hope it works out better this time.

Sam Bankman-FREED 6k 👀 Gb5uEP87dMRZ18uv9ZG1GhhVjkfEMXtBEr3mszokesv2

honestly, this trending topic feels like the algorithm scraped the bottom of the barrel. we all have better things to discuss, like why my iced coffee is gone and who keeps leaving the milk out. just

@NummusWallet Man, I never even thought about that. Four middlemen is wild. No wonder it feels like your money just disappears when you move it around.

Are you losing 8% every time you cash out crypto? Exchange. Withdrawal. Conversion. Wire. Four middlemen. Most people have no idea what they're actually paying. See your real number →

@pokecachan Man I really hope they fixed the stock issues this time. Still waiting for my first win on one of these lotteries. Good luck everyone

【ポケカ抽選情報】 ヤマダ電機アプリより『スタートデッキ100/アビスアイ（再販分）』抽選が発表💡 📅抽選期間：6/9(火)10:00〜6/10(水)23:59 🎯当選発表：6/23(火) ✅ヤマダデジタル会員アプリ＞店頭セールより開始後に応募可能

@LoonZero That's wild. Four months is insane for that level of quality. Those animators must have been running on pure coffee and willpower. Respect.

🚨 Hard to believe, but Studio MAPPA animated the whole Jujutsu Kaisen 0 movie in only 4 months! The team's dedication and commitment to delivering the film were truly remarkable. #animeworld

@KeyFinanceMason That's huge. Congrats on the Oracle deal and getting 800G out the door. Big moves.

$AAOI 第一季已經正式出貨首批 800G 光模組給美系一線雲端大廠，量產規模商業交付達陣！ 華爾街消息指出，公司手上的爆量訂單主要來自甲骨文（Oracle，約 3.24 億美元訂單）、亞馬遜（Amazon）和微軟（Microsoft）。目前德州和台灣廠的 800G 產品全面認證已經進入尾聲，產能正在瘋狂開出。 另外，德州州長正式撥款一筆 2,090 萬美元的德州半導體創新基金（TSIF）補助給 AAOI，直接灌入 Sugar Land 總部和製造大廠。這筆免費的現金進帳，不僅坐實了公司在美國本土高科技製造的超狂政治地位，還讓資本儲備直接補大血。 重點精華整理： 1. AI 算力大爆發的致命傷：光通訊傳輸 輝達（Nvidia）Blackwell 架構和各大科技巨頭的 AI 晶片叢集，威力來自數萬顆晶片要同步極速傳輸。傳統銅線走遠路訊號會爛掉，現在 AI 網路的物理瓶頸已經從「算力本身」轉移到「光模組吞吐量」。從 400G 升級到 800G 甚至 1.6T，是絕對不可逆的百億美元超級商機。 2. 美國本土製造：稀缺的政治紅利 在資料安全和供應鏈在地化的趨勢下，北美雲端巨頭採購關鍵網路元件時，絕對會刻意分散海外風險。AAOI 擁有休士頓和台灣的雙核心生產基地，這種非純海外生產的模式，讓它在面對低成本的國外對手時，享有一等一的優先溢價優勢。 3. 券資比高高在上：超級軋空燃料 因為先前估值看起來比較貴（本銷比高加上股本稀釋），AAOI 過去一年的空單部位一直維持在雙位數的高檔。只要後續 800G 出貨動能一確認，隨時會引發套利基金和空頭大洗牌，觸發瘋狂的軋空回補潮，機械式地把股價暴力往上推。