Video wird geladen...

Video konnte nicht geladen werden

Beim Laden dieses Videos ist ein Problem aufgetreten. Dies könnte an einem vorübergehenden Netzwerkproblem liegen oder das Video ist möglicherweise nicht verfügbar.

BRO Can't Beat Sukka Suri Ever!! There's thin line difference between RAW n CRINGE 🙂 #SukkaSuri #BBK12

S R E E 🆇 ಶ್ರೀ 

2,892 subscribers

24,601 Aufrufe • vor 10 Monaten •via X (Twitter)

#SukkaSuri #BBK12

Anya Rossi• Live Now

Private livecam show

3 Kommentare

Profilbild von ATUL.A.DESMUKH

ATUL.A.DESMUKHvor 10 Monaten

His style is different he is not doing Raw movies he is doing local movies.

Profilbild von Damodaran Das

Damodaran Dasvor 10 Monaten

Exactly. Atleast someone said Suri is cringe 😬

Profilbild von Happy Manchester United for life

Happy Manchester United for lifevor 10 Monaten

But Beema was better than suri last movie

Ähnliche Videos

Remember when Pranab Mukherjee ji fixed an arrogant reporter while giving an interview? There's a thin line of difference between asking genuine questions and creating a scene knowingly for personal fame and mala fide intention for others. Btw is that you in the video👉🏻👈🏻

Remember when Pranab Mukherjee ji fixed an arrogant reporter while giving an interview? There's a thin line of difference between asking genuine questions and creating a scene knowingly for personal fame and mala fide intention for others. Btw is that you in the video👉🏻👈🏻

Ayushi

147,321 Aufrufe • vor 4 Monaten

Sean Strickland approached some random guys on the street and explained to them why he has the 'N-Word Pass' "I'm white, but I'm a n***a. There's a difference between a black man and a n***a. I'm not black bro, I'm a n***a. I'm violent, I've never had no job. It ain't a color bro, it's a state of mind. I can f*cking fight, so that's why I can say it." (via Sean Strickland)

Sensitive content

Sean Strickland approached some random guys on the street and explained to them why he has the 'N-Word Pass' "I'm white, but I'm a na. There's a difference between a black man and a na. I'm not black bro, I'm a n***a. I'm violent, I've never had no job. It ain't a color bro, it's a state of mind. I can f*cking fight, so that's why I can say it." (via Sean Strickland)

Championship Rounds

699,308 Aufrufe • vor 2 Monaten

Tim Montgomerie, "I think Elon Musk is a brilliant man" "The Da Vinci of our age in many ways" "Look at Tesla, SpaceX, Twitter" "You can't tweet 20 times in an hour on different subjects and know what you're talking about all the time" "There's a thin line between crazy and genius.. We've seen Elon Musk on the crazy side of the line rather than the genius side of the line" "Reform had dodged a bullet.. If they had taken money earlier they would have had to give it back.. Not getting that money has turned out to be an advantage.. I didn't. think that six weeks ago but I do now"

Tim Montgomerie, "I think Elon Musk is a brilliant man" "The Da Vinci of our age in many ways" "Look at Tesla, SpaceX, Twitter" "You can't tweet 20 times in an hour on different subjects and know what you're talking about all the time" "There's a thin line between crazy and genius.. We've seen Elon Musk on the crazy side of the line rather than the genius side of the line" "Reform had dodged a bullet.. If they had taken money earlier they would have had to give it back.. Not getting that money has turned out to be an advantage.. I didn't. think that six weeks ago but I do now"

Farrukh

646,479 Aufrufe • vor 1 Jahr

Phillies President of Baseball Operations Dave Dombrowski talks about his team's negotiations with Bo Bichette in free agency before he signed with the Mets: "I can't say that we ever thought it was done. We thought we were very close to having a deal done. We thought it was going to happen, but it wasn't done. There's a difference between the two. As I've explained to some other people, it's a situation where in baseball, and agents run things differently between themselves, they do things in different ways. Until you sign a memo of understanding, you don't have a deal done. We did not sign one of those. It wasn't that we weren't moving towards that direction. It isn't to think that we were going to get there based upon our conversations, but we did not get to that point so I can't say that I ever thought we had it done. I did think we were going to get a deal done."

Phillies President of Baseball Operations Dave Dombrowski talks about his team's negotiations with Bo Bichette in free agency before he signed with the Mets: "I can't say that we ever thought it was done. We thought we were very close to having a deal done. We thought it was going to happen, but it wasn't done. There's a difference between the two. As I've explained to some other people, it's a situation where in baseball, and agents run things differently between themselves, they do things in different ways. Until you sign a memo of understanding, you don't have a deal done. We did not sign one of those. It wasn't that we weren't moving towards that direction. It isn't to think that we were going to get there based upon our conversations, but we did not get to that point so I can't say that I ever thought we had it done. I did think we were going to get a deal done."

SNY Mets

93,449 Aufrufe • vor 8 Monaten

Lloyd Blankfein. grew up in the projects. became CEO of Goldman Sachs. ran a balance sheet worth hundreds of billions. when asked what separated the traders who made it from the ones who didn't: "the difference between somebody who's really really good and somebody who can't make it is not that great." "you think of a golf tournament and somebody wins by one stroke and there's six people tied for second. that's a very low margin of victory. and a lot of life is like that." "the difference between a great actor who will get any part in Hollywood and the second best one who may have to wait tables at night." "imagine the unfortunate person who's the best athlete his high school ever produced. gets a minor league baseball contract. and from the minor leagues, something like 2% eventually make a living." "you get into very rarefied air when you're talking about people who are the best at what they do, where the market only rewards people who are in the 0.01%." this applies to trading. the gap between a profitable trader and someone who blows up isn't some massive talent difference. it's a handful of small decisions compounded over years, position sizing, validation rigor, patience during drawdowns.

Lloyd Blankfein. grew up in the projects. became CEO of Goldman Sachs. ran a balance sheet worth hundreds of billions. when asked what separated the traders who made it from the ones who didn't: "the difference between somebody who's really really good and somebody who can't make it is not that great." "you think of a golf tournament and somebody wins by one stroke and there's six people tied for second. that's a very low margin of victory. and a lot of life is like that." "the difference between a great actor who will get any part in Hollywood and the second best one who may have to wait tables at night." "imagine the unfortunate person who's the best athlete his high school ever produced. gets a minor league baseball contract. and from the minor leagues, something like 2% eventually make a living." "you get into very rarefied air when you're talking about people who are the best at what they do, where the market only rewards people who are in the 0.01%." this applies to trading. the gap between a profitable trader and someone who blows up isn't some massive talent difference. it's a handful of small decisions compounded over years, position sizing, validation rigor, patience during drawdowns.

Goshawk Trades

113,472 Aufrufe • vor 3 Monaten

Megyn Kelly exhibits how to debate mainstream media talking points regarding Trump's verdict: Dan Abrams: "There's wrongdoing here." MK: "What was it?" DA: "Paying 130k to a porn star to keep her quiet." MK: "That's not illegal." DA: "When you're doing it to protect the campaign, and you are spending money on it, you are now crossing the line into legal problems." MK: "Absolutely not correct on every level." DA: "When you're doing it to protect your campaign, it is [illegal]. MK: "What law are you citing?" DA: "Campaign finance laws." MK: "Wrong, you don't know what you're talking about. It does not amount to a campaign contribution if it is the kind of payment that could ever be made outside of the campaign context. There's been Supreme Court precedent on this." The 'crime' was that Trump beat Hillary and interrupted the 'peaceful transfer of power' between Obama and Hillary.

Megyn Kelly exhibits how to debate mainstream media talking points regarding Trump's verdict: Dan Abrams: "There's wrongdoing here." MK: "What was it?" DA: "Paying 130k to a porn star to keep her quiet." MK: "That's not illegal." DA: "When you're doing it to protect the campaign, and you are spending money on it, you are now crossing the line into legal problems." MK: "Absolutely not correct on every level." DA: "When you're doing it to protect your campaign, it is [illegal]. MK: "What law are you citing?" DA: "Campaign finance laws." MK: "Wrong, you don't know what you're talking about. It does not amount to a campaign contribution if it is the kind of payment that could ever be made outside of the campaign context. There's been Supreme Court precedent on this." The 'crime' was that Trump beat Hillary and interrupted the 'peaceful transfer of power' between Obama and Hillary.

Eric Abbenante

6,072,327 Aufrufe • vor 2 Jahren

🚨😭CRYBABY ALERT: REP. AYANNA PRESSLEY SAID THERE'S NO DIFFERENCE BETWEEN BORDER PATROL AND THE KKK Ayanna took the mic, clutched photos, and went full historical cosplay, branding ICE as the modern KKK in a performance so extreme it skipped nuance entirely. In her world, if you don’t support abolishing borders and enforcement entirely, you’re basically wearing a white hood. She insisted immigration enforcement has “nothing to do with law and order,” confidently swapping constitutional debate for raw emotional indictment. The most revealing part of the rant? She said justice is impossible and only “accountability” matters. In plain English, that means endless punishment, permanent outrage, and a moving target no policy could ever satisfy. Washington grandstands, activists chant, cameras roll, and the popcorn practically makes itself. Cheers to Tears of the Left!

🚨😭CRYBABY ALERT: REP. AYANNA PRESSLEY SAID THERE'S NO DIFFERENCE BETWEEN BORDER PATROL AND THE KKK Ayanna took the mic, clutched photos, and went full historical cosplay, branding ICE as the modern KKK in a performance so extreme it skipped nuance entirely. In her world, if you don’t support abolishing borders and enforcement entirely, you’re basically wearing a white hood. She insisted immigration enforcement has “nothing to do with law and order,” confidently swapping constitutional debate for raw emotional indictment. The most revealing part of the rant? She said justice is impossible and only “accountability” matters. In plain English, that means endless punishment, permanent outrage, and a moving target no policy could ever satisfy. Washington grandstands, activists chant, cameras roll, and the popcorn practically makes itself. Cheers to Tears of the Left!

Tears of the Left

72,518 Aufrufe • vor 7 Monaten

Hasan defends his initial takes about Russia (will not invade, Crimea annexation) "Identical to Barack Hussein Obama, I'm willing to be this person loves Barack Hussein Obama..Zelensky literally begged ppl to stop saying an invasion was coming..so u agree with me..I don't agree with the NATO expansion part but ya his final conclusion is like ya, America found itself on the right side morally of a conflict for the worst possible reasons, that's my position" "So many of these mofos literally will be like, I actually don't like Hasan bc he's pro Russia and then they will literally talk through their perspective" "There's a significant difference between the annexation of Crimea, u might have a disagreement with it..I think it is perfectly valid to have a disagreement with the annexation of any f'in territory that doesn't belong to u..I don't think it is the appropriate thing for Russia to do, I think it was illegal" "But if u can't see the difference between the annexation of Crimea, which was allowed by the Barrack Obama administration, ironically enough, versus what the Russia irredentist action in eastern Ukraine looks like, idk what to tell u, that's a very different situation" "Once George W Bush, that f'in demon on his way out decided to come out and say we should bring Georgia and Ukraine into NATO..ofc it was shortly thereafter that Vladimir Putin was like alright well I have to take a piece of f'in territory from Georgia to ensure that no such NATO expansion ever exists" "Ur presenting a through line between a time period where f'in Ukraine was also a part of the USSR to Vladimir Putin, ur making it seem like he russified Crimea"

Hasan defends his initial takes about Russia (will not invade, Crimea annexation) "Identical to Barack Hussein Obama, I'm willing to be this person loves Barack Hussein Obama..Zelensky literally begged ppl to stop saying an invasion was coming..so u agree with me..I don't agree with the NATO expansion part but ya his final conclusion is like ya, America found itself on the right side morally of a conflict for the worst possible reasons, that's my position" "So many of these mofos literally will be like, I actually don't like Hasan bc he's pro Russia and then they will literally talk through their perspective" "There's a significant difference between the annexation of Crimea, u might have a disagreement with it..I think it is perfectly valid to have a disagreement with the annexation of any f'in territory that doesn't belong to u..I don't think it is the appropriate thing for Russia to do, I think it was illegal" "But if u can't see the difference between the annexation of Crimea, which was allowed by the Barrack Obama administration, ironically enough, versus what the Russia irredentist action in eastern Ukraine looks like, idk what to tell u, that's a very different situation" "Once George W Bush, that f'in demon on his way out decided to come out and say we should bring Georgia and Ukraine into NATO..ofc it was shortly thereafter that Vladimir Putin was like alright well I have to take a piece of f'in territory from Georgia to ensure that no such NATO expansion ever exists" "Ur presenting a through line between a time period where f'in Ukraine was also a part of the USSR to Vladimir Putin, ur making it seem like he russified Crimea"

yeet

30,700 Aufrufe • vor 2 Monaten

🇦🇺 Australia: Pauline Hanson reacts this morning to One Nation’s resounding win, as Federal Treasurer Jim Chalmers declares there is no future for a Coalition government without One Nation. "No-one ever thought that we'd break the ceiling of winning a House of Reps seat, and that was out of the bounds of One Nation to achieve that. Well we've proven yesterday we can," Ms Hanson said. "It wasn't just a fall over the line, we won it resoundingly." "And when you look at the Liberal party's vote and the National party vote, between the both of them I think they got 23%, the Libs are down to 13%." "That's a clear indication they're 'on the nose' with people." "This set a precedent now that people will feel comfortable they can cast a vote for One Nation." Federal Treasurer Jim Chalmers weighed in on the discussion this morning: "This wasn't a bi-election it was a bloodbath for the Coalition, and what it shows is that the Coalition can't beat One Nation, they'll have to join them. There's no future Coalition government, I think, without One Nation in it." Mr Chalmers said. Pauline Hanson 🇦🇺 One Nation Australia

🇦🇺 Australia: Pauline Hanson reacts this morning to One Nation’s resounding win, as Federal Treasurer Jim Chalmers declares there is no future for a Coalition government without One Nation. "No-one ever thought that we'd break the ceiling of winning a House of Reps seat, and that was out of the bounds of One Nation to achieve that. Well we've proven yesterday we can," Ms Hanson said. "It wasn't just a fall over the line, we won it resoundingly." "And when you look at the Liberal party's vote and the National party vote, between the both of them I think they got 23%, the Libs are down to 13%." "That's a clear indication they're 'on the nose' with people." "This set a precedent now that people will feel comfortable they can cast a vote for One Nation." Federal Treasurer Jim Chalmers weighed in on the discussion this morning: "This wasn't a bi-election it was a bloodbath for the Coalition, and what it shows is that the Coalition can't beat One Nation, they'll have to join them. There's no future Coalition government, I think, without One Nation in it." Mr Chalmers said. Pauline Hanson 🇦🇺 One Nation Australia

George Free

15,132 Aufrufe • vor 4 Monaten

Data centers are swallowing the heavy equipment supply. Excavators, loaders, dozers, the machines ranchers use for land work and improvement are getting routed to server farm pads before they ever reach a farm lot. Sterling and Harrison Kothmann run Big Country Equipment in West Texas. On the Wealthy Cowboy Show, they spelled it out. Inventory is thin across all manufacturers. Data center construction is taking so much big iron that the supply pipeline is squeezed from both ends. Ag markets are soft. Ranchers and farmers are already pulling back on capital. Then the machines they would buy get diverted to tech builds instead. The Kothmanns are family-owned. They pick up the phone. The big dealers let it ring. When your equipment is down and you have a season on the line, that relationship is the difference between operating and sitting. Input costs squeeze from every direction. I lock mine early and sell direct. That gap is the only margin that holds. Your rancher, Jason Hanley | 208-714-0478

Data centers are swallowing the heavy equipment supply. Excavators, loaders, dozers, the machines ranchers use for land work and improvement are getting routed to server farm pads before they ever reach a farm lot. Sterling and Harrison Kothmann run Big Country Equipment in West Texas. On the Wealthy Cowboy Show, they spelled it out. Inventory is thin across all manufacturers. Data center construction is taking so much big iron that the supply pipeline is squeezed from both ends. Ag markets are soft. Ranchers and farmers are already pulling back on capital. Then the machines they would buy get diverted to tech builds instead. The Kothmanns are family-owned. They pick up the phone. The big dealers let it ring. When your equipment is down and you have a season on the line, that relationship is the difference between operating and sitting. Input costs squeeze from every direction. I lock mine early and sell direct. That gap is the only margin that holds. Your rancher, Jason Hanley | 208-714-0478

AcmeAcres.us

16,220 Aufrufe • vor 2 Tagen

🚨John Terry on Chelsea signing experienced veterans: 🗣️ "I honestly don't understand Chelsea's strategy in this transfer window. I'm trying to make sense of it, but I can't. If the plan is to build a team capable of winning the Premier League and the Champions League, then these decisions raise a lot of questions." "I'm not against signing experienced players. Every successful team needs leaders in the dressing room. But there's a huge difference between adding experience and building around players who are already approaching the final stages of their careers." "If the names being linked are Jordan Henderson and Danny Welbeck, then Chelsea have to ask themselves a serious question, are we planning for the future or are we simply filling gaps? The Premier League doesn't wait for anyone, and neither does the Champions League." "Look at the teams Chelsea are trying to catch. They're investing in players entering their prime, while Chelsea appear to be looking backwards. Sentiment doesn't win titles, quality, energy and long-term planning do." "If Chelsea think signing ageing stars is the answer, they're fooling themselves. You don't beat Europe's elite by collecting yesterday's heroes. You beat them by building tomorrow's superstars. If this is the club's vision, then Chelsea fans have every right to question whether the owners are serious about competing for the biggest trophies."

🚨John Terry on Chelsea signing experienced veterans: 🗣️ "I honestly don't understand Chelsea's strategy in this transfer window. I'm trying to make sense of it, but I can't. If the plan is to build a team capable of winning the Premier League and the Champions League, then these decisions raise a lot of questions." "I'm not against signing experienced players. Every successful team needs leaders in the dressing room. But there's a huge difference between adding experience and building around players who are already approaching the final stages of their careers." "If the names being linked are Jordan Henderson and Danny Welbeck, then Chelsea have to ask themselves a serious question, are we planning for the future or are we simply filling gaps? The Premier League doesn't wait for anyone, and neither does the Champions League." "Look at the teams Chelsea are trying to catch. They're investing in players entering their prime, while Chelsea appear to be looking backwards. Sentiment doesn't win titles, quality, energy and long-term planning do." "If Chelsea think signing ageing stars is the answer, they're fooling themselves. You don't beat Europe's elite by collecting yesterday's heroes. You beat them by building tomorrow's superstars. If this is the club's vision, then Chelsea fans have every right to question whether the owners are serious about competing for the biggest trophies."

The Arsenal Stand

60,782 Aufrufe • vor 1 Monat

NBC's Kristen Welker tries to trap AG Todd Blanche with a gotcha question—but he's far too sharp for her rudimentary tactics: Welker: "You, of course, used to be President Trump's former personal defense attorney. Can you pledge that the Justice Department will always act independently of the White House?" Blanche: "There's a big difference between saying we will always do our job and investigate any case and act independently of the White House. No, I'm not going to pledge that, and no attorney general should ever pledge that...Our prosecutors will act with integrity; we will prosecute without fear or any sort of favor, and that's exactly what we've been doing and that's what every Department of Justice SHOULD do." Welker: "Well, I guess, big picture: If the President asks you to do something that you feel crosses an ethical or legal line, would you do it?" Blanche: "The President will never ask me to do something unethical or illegal. He never has, he never will. And no, I swore to the Constitution of the United States like every cabinet secretary has done and like every attorney general before me has done." Blanche adds that the narrative Trump is going to pull him aside and ask him to do something illegal is "mostly pushed by the left and pushed by the media" is "completely false" and hasn't happened, nor will it ever happen.

NBC's Kristen Welker tries to trap AG Todd Blanche with a gotcha question—but he's far too sharp for her rudimentary tactics: Welker: "You, of course, used to be President Trump's former personal defense attorney. Can you pledge that the Justice Department will always act independently of the White House?" Blanche: "There's a big difference between saying we will always do our job and investigate any case and act independently of the White House. No, I'm not going to pledge that, and no attorney general should ever pledge that...Our prosecutors will act with integrity; we will prosecute without fear or any sort of favor, and that's exactly what we've been doing and that's what every Department of Justice SHOULD do." Welker: "Well, I guess, big picture: If the President asks you to do something that you feel crosses an ethical or legal line, would you do it?" Blanche: "The President will never ask me to do something unethical or illegal. He never has, he never will. And no, I swore to the Constitution of the United States like every cabinet secretary has done and like every attorney general before me has done." Blanche adds that the narrative Trump is going to pull him aside and ask him to do something illegal is "mostly pushed by the left and pushed by the media" is "completely false" and hasn't happened, nor will it ever happen.

Julia 🇺🇸

57,859 Aufrufe • vor 1 Monat

Tony Xu has a test for every candidate who made it to his final interview at DoorDash. He'd hand them $20 and an exit clause. "Here's $20. Go get 100 customers in 8 hours. And if you want to leave right now, there's a plane ticket waiting." This wasn't about closing deals. It was about separating two types of people: The ones who'd actually go knock on doors, talk to restaurant owners, figure it out in the messy real world. And the ones who'd sit at a desk, pull some data, create a model, and call it a plan. "Someone who's going to do something to go and collect information as opposed to someone who's going to collect data, scrape information from some internet protocol and then do some magical analysis on it." The difference is ruthless. One person figures out that coffee shops between 7-9am have owners who have 15 minutes to listen. Another person builds a spreadsheet of optimal outreach times. One learns by doing. The other learns by analyzing. At a startup with 1,000 days of survival on the line, you can't afford the second person. Tony knew that the people who'd actually go out, talk to humans, get rejected, adapt, and come back with 50 customers (not 100) were the ones who'd build something. The rest would optimize their way into irrelevance. From: David Senra conversation with Tony Xu

Tony Xu has a test for every candidate who made it to his final interview at DoorDash. He'd hand them $20 and an exit clause. "Here's $20. Go get 100 customers in 8 hours. And if you want to leave right now, there's a plane ticket waiting." This wasn't about closing deals. It was about separating two types of people: The ones who'd actually go knock on doors, talk to restaurant owners, figure it out in the messy real world. And the ones who'd sit at a desk, pull some data, create a model, and call it a plan. "Someone who's going to do something to go and collect information as opposed to someone who's going to collect data, scrape information from some internet protocol and then do some magical analysis on it." The difference is ruthless. One person figures out that coffee shops between 7-9am have owners who have 15 minutes to listen. Another person builds a spreadsheet of optimal outreach times. One learns by doing. The other learns by analyzing. At a startup with 1,000 days of survival on the line, you can't afford the second person. Tony knew that the people who'd actually go out, talk to humans, get rejected, adapt, and come back with 50 customers (not 100) were the ones who'd build something. The rest would optimize their way into irrelevance. From: David Senra conversation with Tony Xu

Founder Mode

72,577 Aufrufe • vor 5 Monaten

Elon Musk Elon Musk talks with Joe Rogan on the line between freedom and abuse of expression: Elon: Growing up when I was a kid, there was a transgender woman in South Africa. This was like where, you know, she'd get beaten up a lot because it was like back then you'd get beaten up. So, her name was Dionne, and she was a nice, kind human being and helped my mom a lot, you know, and I think that's okay, you know, that's fine. If somebody wants to make that choice as an adult, that's cool. Joe: There's a big difference between that and an intact male who wants to identify as a woman who wants to walk around the locker room with his d*ck out. Elon: Yes, exactly. So you just kind of have something which is like a, like I said, a sort of moral invulnerability or like where you can know, like even questioning them is you get attacked, you know, because obviously bad people will abuse that. Joe: Well, that's when I got thrown into this whole thing because there was a fighter who was a biological man who became transgender and was competing against women without telling them that they were a biological man. They said they didn't have to tell people because it was a medical condition. No, that's not what it is. You can't say that, and of all sports, like if someone scores more points in basketball, well, that's unfair. But if someone beats the f**k out of someone because they're lying about being a biological male, that's crazy. You're literally allowing someone to get brain damage because you want to appeal to the woke f**king crazy people. It's wrong.”

Elon Musk Elon Musk talks with Joe Rogan on the line between freedom and abuse of expression: Elon: Growing up when I was a kid, there was a transgender woman in South Africa. This was like where, you know, she'd get beaten up a lot because it was like back then you'd get beaten up. So, her name was Dionne, and she was a nice, kind human being and helped my mom a lot, you know, and I think that's okay, you know, that's fine. If somebody wants to make that choice as an adult, that's cool. Joe: There's a big difference between that and an intact male who wants to identify as a woman who wants to walk around the locker room with his d*ck out. Elon: Yes, exactly. So you just kind of have something which is like a, like I said, a sort of moral invulnerability or like where you can know, like even questioning them is you get attacked, you know, because obviously bad people will abuse that. Joe: Well, that's when I got thrown into this whole thing because there was a fighter who was a biological man who became transgender and was competing against women without telling them that they were a biological man. They said they didn't have to tell people because it was a medical condition. No, that's not what it is. You can't say that, and of all sports, like if someone scores more points in basketball, well, that's unfair. But if someone beats the fk out of someone because they're lying about being a biological male, that's crazy. You're literally allowing someone to get brain damage because you want to appeal to the woke fking crazy people. It's wrong.”

Beanie👾

18,068 Aufrufe • vor 1 Monat

This 1 minute Dan Zanger clip changed my life when I fully HEARD its power. "Biggest lesson was to not be in the market all the time and to trade far less than I do." "Market may have two big moves during the year. They may last 6, 8, 10, 12 weeks... other than that they just exhaust themselves." "Just trade out then go golf, swimming, go to cash, just have fun and enjoy and wait for everything to set up and do it again." You ever see White Men Can't Jump? When Woody Harrelson puts on Jimi Hendrix and Wesley Snipes says, "No no no. There's a difference between HEARING and LISTENING. White people can't HEAR Jimi, yall just LISTEN." I have found that most traders LISTEN to Zanger but they don't HEAR him. There is nothing more difficult than changing your day to day market behavior on a dime after months of activity giving you overtly positive feedback. With today's follow through selling, it's clear the environment has drastically changed in a week's time. I constantly work on my mental state and the goal is to never have PnL effect your life outside trading. Unfortunately, I am a simple Neanderthal and I am happy when I win and angry when I lose. So I tirelessly work on myself to understand when I win and how to avoid losing. So I push push push risk when I'm hot and have unbelievable market feedback and traction. Then I completely stop when that changes. I can only do this, because I have NOT done it so many times in my career and the emotional pitfalls of giving so much PnL back FORCED me to change the behavior.

This 1 minute Dan Zanger clip changed my life when I fully HEARD its power. "Biggest lesson was to not be in the market all the time and to trade far less than I do." "Market may have two big moves during the year. They may last 6, 8, 10, 12 weeks... other than that they just exhaust themselves." "Just trade out then go golf, swimming, go to cash, just have fun and enjoy and wait for everything to set up and do it again." You ever see White Men Can't Jump? When Woody Harrelson puts on Jimi Hendrix and Wesley Snipes says, "No no no. There's a difference between HEARING and LISTENING. White people can't HEAR Jimi, yall just LISTEN." I have found that most traders LISTEN to Zanger but they don't HEAR him. There is nothing more difficult than changing your day to day market behavior on a dime after months of activity giving you overtly positive feedback. With today's follow through selling, it's clear the environment has drastically changed in a week's time. I constantly work on my mental state and the goal is to never have PnL effect your life outside trading. Unfortunately, I am a simple Neanderthal and I am happy when I win and angry when I lose. So I tirelessly work on myself to understand when I win and how to avoid losing. So I push push push risk when I'm hot and have unbelievable market feedback and traction. Then I completely stop when that changes. I can only do this, because I have NOT done it so many times in my career and the emotional pitfalls of giving so much PnL back FORCED me to change the behavior.

Shake Pryzby

81,716 Aufrufe • vor 3 Monaten

Dire Straits 🎼Romeo and Juliet (Live)🎵 (One of the greatest love songs ever written.)❤️ A lovestruck Romeo sang the streets a serenade Laying everybody low with a love song that he made Finds a streetlight, steps out of the shade Says something like, "you and me, babe, how about it?" Juliet says, "hey, it's Romeo, you nearly gave me a heart attack" He's underneath the window, she's singing, "hey, la, my boyfriend's back You shouldn't come around here singing up at people like that Anyway, what you gonna do about it?" "Juliet, the dice was loaded from the start And I bet, and you exploded into my heart And I forget, I forget the movie song When you gonna realize it was just that the time was wrong, Juliet?" Come up on different streets, they both were streets of shame Both dirty, both mean, yes, and the dream was just the same And I dreamed your dream for you and now your dream is real How can you look at me as if I was just another one of your deals? When you can fall for chains of silver you can fall for chains of gold You can fall for pretty strangers and the promises they hold You promised me everything, you promised me thick and thin, yeah Now you just say "oh, Romeo, yeah, you know I used to have a scene with him" "Juliet, when we made love, you used to cry You said 'I love you like the stars above, I'll love you 'til I die' There's a place for us, you know the movie song When you gonna realize it was just that the time was wrong, Juliet?" I can't do the talks like they talk on the TV And I can't do a love song like the way it's meant to be I can't do everything but I'll do anything for you I can't do anything except be in love with you And all I do is miss you and the way we used to be All I do is keep the beat, the bad company All I do is kiss you through the bars of a rhyme Julie, I'd do the stars with you any time "Juliet, when we made love you used to cry You said 'I love you like the stars above, I'll love you 'til I die' There's a place for us you know the movie song When you gonna realize it was just that the time was wrong, Juliet?" And a lovestruck Romeo, he sang the streets a serenade Laying everybody low with a love song that he made Find a convenient streetlight, steps out of the shade He says something like, "you and me, babe, how about it?" "You and me, babe, how about it?"

Dire Straits 🎼Romeo and Juliet (Live)🎵 (One of the greatest love songs ever written.)❤️ A lovestruck Romeo sang the streets a serenade Laying everybody low with a love song that he made Finds a streetlight, steps out of the shade Says something like, "you and me, babe, how about it?" Juliet says, "hey, it's Romeo, you nearly gave me a heart attack" He's underneath the window, she's singing, "hey, la, my boyfriend's back You shouldn't come around here singing up at people like that Anyway, what you gonna do about it?" "Juliet, the dice was loaded from the start And I bet, and you exploded into my heart And I forget, I forget the movie song When you gonna realize it was just that the time was wrong, Juliet?" Come up on different streets, they both were streets of shame Both dirty, both mean, yes, and the dream was just the same And I dreamed your dream for you and now your dream is real How can you look at me as if I was just another one of your deals? When you can fall for chains of silver you can fall for chains of gold You can fall for pretty strangers and the promises they hold You promised me everything, you promised me thick and thin, yeah Now you just say "oh, Romeo, yeah, you know I used to have a scene with him" "Juliet, when we made love, you used to cry You said 'I love you like the stars above, I'll love you 'til I die' There's a place for us, you know the movie song When you gonna realize it was just that the time was wrong, Juliet?" I can't do the talks like they talk on the TV And I can't do a love song like the way it's meant to be I can't do everything but I'll do anything for you I can't do anything except be in love with you And all I do is miss you and the way we used to be All I do is keep the beat, the bad company All I do is kiss you through the bars of a rhyme Julie, I'd do the stars with you any time "Juliet, when we made love you used to cry You said 'I love you like the stars above, I'll love you 'til I die' There's a place for us you know the movie song When you gonna realize it was just that the time was wrong, Juliet?" And a lovestruck Romeo, he sang the streets a serenade Laying everybody low with a love song that he made Find a convenient streetlight, steps out of the shade He says something like, "you and me, babe, how about it?" "You and me, babe, how about it?"

Dire Straits 🎸

14,316 Aufrufe • vor 1 Monat

"Greed makes markets." Annanay Kapila (ak0) spent years as an HFT quant at Flow Traders and Tower Research before founding QFEX (QFEX), a perpetual futures exchange for equities, commodities & FX. Cambridge Maths. At his last job, the desk traded $10B+ of volume a day, run almost entirely by algorithms. In this lecture, he builds market making from first principles: - The map of systematic trading: prop money vs. other people's money, HFT vs. mid-frequency, and why every strategy lives in one quadrant - Why prop firms can return 50-100% a year while hedge funds can't: HFT never leaves you holding a big position - The order book from scratch: bids, offers, limit orders, and why the first order on a price level gets the trade - No free lunch: how arbitrageurs force every order book to reveal a fair price without anyone trying to - The entire strategy in one line: bid below fair value, offer above it, collect the difference forever - Market making is "time-spreading risk," warehousing positions between a seller who shows up now and a buyer who shows up later - Adverse selection: you're most likely to get filled precisely when your price is most wrong - Why market makers are completely self-serving, and why that's exactly what makes markets work - The competitive race that compresses spreads: greed among market makers means lower costs for everyone else - Thick books vs. thin books, and the vicious loop that keeps illiquid markets illiquid Highlights: (00:45) The systematic trading map: capital vs speed (01:45) Prop firms vs hedge funds: return-on-capital economics (06:29) A message from Onyx (07:55) Where market making sits: high-Sharpe prop HFT (08:55) Fungibility and why exchanges exist (11:00) How a central limit order book actually works (17:40) No free lunch: arbitrage-free pricing in the book (19:55) Theo: reading fair value from the mid (22:45) Who really posts the book (not retail) (24:35) Market making as warehousing risk across time (27:20) Edge: quoting around your fair value (29:45) Queue priority and the adverse selection problem (33:05) How competition compresses the bid-offer spread (37:40) Thick vs thin books: liquidity begets liquidity (43:55) Scaling to $10B a day on algorithms

"Greed makes markets." Annanay Kapila (ak0) spent years as an HFT quant at Flow Traders and Tower Research before founding QFEX (QFEX), a perpetual futures exchange for equities, commodities & FX. Cambridge Maths. At his last job, the desk traded $10B+ of volume a day, run almost entirely by algorithms. In this lecture, he builds market making from first principles: - The map of systematic trading: prop money vs. other people's money, HFT vs. mid-frequency, and why every strategy lives in one quadrant - Why prop firms can return 50-100% a year while hedge funds can't: HFT never leaves you holding a big position - The order book from scratch: bids, offers, limit orders, and why the first order on a price level gets the trade - No free lunch: how arbitrageurs force every order book to reveal a fair price without anyone trying to - The entire strategy in one line: bid below fair value, offer above it, collect the difference forever - Market making is "time-spreading risk," warehousing positions between a seller who shows up now and a buyer who shows up later - Adverse selection: you're most likely to get filled precisely when your price is most wrong - Why market makers are completely self-serving, and why that's exactly what makes markets work - The competitive race that compresses spreads: greed among market makers means lower costs for everyone else - Thick books vs. thin books, and the vicious loop that keeps illiquid markets illiquid Highlights: (00:45) The systematic trading map: capital vs speed (01:45) Prop firms vs hedge funds: return-on-capital economics (06:29) A message from Onyx (07:55) Where market making sits: high-Sharpe prop HFT (08:55) Fungibility and why exchanges exist (11:00) How a central limit order book actually works (17:40) No free lunch: arbitrage-free pricing in the book (19:55) Theo: reading fair value from the mid (22:45) Who really posts the book (not retail) (24:35) Market making as warehousing risk across time (27:20) Edge: quoting around your fair value (29:45) Queue priority and the adverse selection problem (33:05) How competition compresses the bid-offer spread (37:40) Thick vs thin books: liquidity begets liquidity (43:55) Scaling to $10B a day on algorithms

Ethan Kho

68,081 Aufrufe • vor 14 Tagen

Salmonella Sussex Judging MasterChef Australia: 18 Seasons of Blood, Sweat, and Tears Reduced to This Farce Meghan Markle, better known as “Salmonella Sussex,” is stepping into the MasterChef Australia kitchen as a guest judge in Season 18. Let that sink in. Eighteen seasons. Nearly two decades of contestants pouring their souls into dishes, sweating under the heat of real culinary pressure, judged by people who have spent their lives mastering knives, fire and flavor. And now the producers have decided the pinnacle of what this show stands for is a woman whose most notable recent contribution to the food world nearly witnessed salmonella poisoning on camera. You’re bringing in Meghan Markle as a guest judge. Based on what, exactly? This is the same person whose own content shows questionable food handling, basic kitchen mistakes, and more focus on aesthetics than actual cooking. Raw, uncovered chicken in the fridge. Jewellery while handling raw meat. No clear understanding of canning basics. A “homemade” waffle that didn’t even match the appliance used. And that’s who gets to judge others? The internet didn’t forget. They dubbed her “Salmonella Sussex” for a reason. Food safety 101: raw poultry is a bacterial minefield. But here we are. The same woman whose “passionate foodie” credentials apparently now qualify her to critique Australia’s best home cooks on national television. Let’s be brutally clear about what she brings to the table. Zero professional kitchen experience. Zero formal training. Zero track record as a food critic, restaurateur, or even a consistently competent home cook with public proof. After eighteen years of featuring respected chefs like Maggie Beer, Curtis Stone, Rick Stein, and Adriano Zumbo, MasterChef Australia has decided Salmonella Sussex is the standard. What a shame. The regular judges, Poh Ling Yeow, Sofia Levin, and Jean-Christophe Novelli are actual professionals with decades of real work behind them. The contestants are home cooks who have bled for their spot. And into that arena walks a woman who couldn’t even handle raw turkey without raising red flags from food safety experts. This isn’t inclusion or diversity or whatever buzzword the network is hiding behind. This is desperation. This is what happens when a show that built its reputation on merit and grit decides celebrity name-dropping and royal-adjacent drama are more important than integrity. MasterChef Australia didn’t need this. The show has survived on talent, tension, and the raw emotion of people chasing a dream through food. It didn’t need to import a walking PR exercise whose biggest kitchen moment to date involved a hygiene fail so bad it spawned a viral nickname. The contestants deserve judges who can actually taste the difference between ambition and execution, not someone whose expertise stops at Instagram Stories and paid product placements. Eighteen seasons in, and the standard is Salmonella Sussex. That’s embarrassment. The producers should be ashamed. The audience that has stuck with this show through thick and thin deserves better than a guest judge whose only real qualification is a title she loves to use when it suits her and distance herself from when it doesn’t. This isn’t mentoring. This is marketing. And it cheapens every single plate that’s ever been served in that kitchen.

Salmonella Sussex Judging MasterChef Australia: 18 Seasons of Blood, Sweat, and Tears Reduced to This Farce Meghan Markle, better known as “Salmonella Sussex,” is stepping into the MasterChef Australia kitchen as a guest judge in Season 18. Let that sink in. Eighteen seasons. Nearly two decades of contestants pouring their souls into dishes, sweating under the heat of real culinary pressure, judged by people who have spent their lives mastering knives, fire and flavor. And now the producers have decided the pinnacle of what this show stands for is a woman whose most notable recent contribution to the food world nearly witnessed salmonella poisoning on camera. You’re bringing in Meghan Markle as a guest judge. Based on what, exactly? This is the same person whose own content shows questionable food handling, basic kitchen mistakes, and more focus on aesthetics than actual cooking. Raw, uncovered chicken in the fridge. Jewellery while handling raw meat. No clear understanding of canning basics. A “homemade” waffle that didn’t even match the appliance used. And that’s who gets to judge others? The internet didn’t forget. They dubbed her “Salmonella Sussex” for a reason. Food safety 101: raw poultry is a bacterial minefield. But here we are. The same woman whose “passionate foodie” credentials apparently now qualify her to critique Australia’s best home cooks on national television. Let’s be brutally clear about what she brings to the table. Zero professional kitchen experience. Zero formal training. Zero track record as a food critic, restaurateur, or even a consistently competent home cook with public proof. After eighteen years of featuring respected chefs like Maggie Beer, Curtis Stone, Rick Stein, and Adriano Zumbo, MasterChef Australia has decided Salmonella Sussex is the standard. What a shame. The regular judges, Poh Ling Yeow, Sofia Levin, and Jean-Christophe Novelli are actual professionals with decades of real work behind them. The contestants are home cooks who have bled for their spot. And into that arena walks a woman who couldn’t even handle raw turkey without raising red flags from food safety experts. This isn’t inclusion or diversity or whatever buzzword the network is hiding behind. This is desperation. This is what happens when a show that built its reputation on merit and grit decides celebrity name-dropping and royal-adjacent drama are more important than integrity. MasterChef Australia didn’t need this. The show has survived on talent, tension, and the raw emotion of people chasing a dream through food. It didn’t need to import a walking PR exercise whose biggest kitchen moment to date involved a hygiene fail so bad it spawned a viral nickname. The contestants deserve judges who can actually taste the difference between ambition and execution, not someone whose expertise stops at Instagram Stories and paid product placements. Eighteen seasons in, and the standard is Salmonella Sussex. That’s embarrassment. The producers should be ashamed. The audience that has stuck with this show through thick and thin deserves better than a guest judge whose only real qualification is a title she loves to use when it suits her and distance herself from when it doesn’t. This isn’t mentoring. This is marketing. And it cheapens every single plate that’s ever been served in that kitchen.

Queen Esther

31,199 Aufrufe • vor 5 Monaten

🚨 Donate urgently to feed families in Gaza 🚨 Donate now: Tonight in Gaza… Some parents have had to make the hardest decision any mother or father could ever face: Which child will eat first… because there simply isn’t enough food for everyone. At Project Mohammed, we distributed simple meals of rice and meat to displaced families. For many children… it was not lunch. It was the only food they would receive today. Some held their plates with both hands… eating slowly… as if trying to make every bite last a little longer. But hunger always returns. And each day, it comes back even more cruel than the day before. The reality has become more heartbreaking than ever. There is less food today than yesterday. There are fewer donations than last week. And thousands of families are approaching the moment when they will have absolutely nothing left to cook. 💔 Children are no longer asking for toys. They ask, “Is there anything to eat?” 💔 Mothers tell their children, “I’m not hungry.” while their own stomachs have been empty for days. 💔 Fathers leave their tents pretending to search for food… simply because they cannot bear watching their children cry from hunger. Tonight… many families will go to sleep with nothing to eat. Not because they chose to. But because there is nothing left to cook. In Gaza today… a small plate of rice with a few pieces of meat is no longer just a meal. It has become the thin line between a child having the strength to wake up tomorrow… or growing weaker as hunger takes its toll. Every donation becomes a meal. Every meal gives a child another chance to survive. 🤍 Deep thanks to everyone standing with Gaza: Eyup (Eyup Lovely) Felix (GoliathFan1952) William Menaker (Will 🦥 Menaker) Thomas (@iwasnevrhere_) Please don’t let this post pass without making a difference. Share it with others. Your voice can reach people we never could. Your donation could put food into the hands of a hungry family. Every share gives this appeal another chance to reach someone willing to help. Every donation becomes a meal. Every meal reminds a family in Gaza that they have not been forgotten. 👉 Donate now:

🚨 Donate urgently to feed families in Gaza 🚨 Donate now: Tonight in Gaza… Some parents have had to make the hardest decision any mother or father could ever face: Which child will eat first… because there simply isn’t enough food for everyone. At Project Mohammed, we distributed simple meals of rice and meat to displaced families. For many children… it was not lunch. It was the only food they would receive today. Some held their plates with both hands… eating slowly… as if trying to make every bite last a little longer. But hunger always returns. And each day, it comes back even more cruel than the day before. The reality has become more heartbreaking than ever. There is less food today than yesterday. There are fewer donations than last week. And thousands of families are approaching the moment when they will have absolutely nothing left to cook. 💔 Children are no longer asking for toys. They ask, “Is there anything to eat?” 💔 Mothers tell their children, “I’m not hungry.” while their own stomachs have been empty for days. 💔 Fathers leave their tents pretending to search for food… simply because they cannot bear watching their children cry from hunger. Tonight… many families will go to sleep with nothing to eat. Not because they chose to. But because there is nothing left to cook. In Gaza today… a small plate of rice with a few pieces of meat is no longer just a meal. It has become the thin line between a child having the strength to wake up tomorrow… or growing weaker as hunger takes its toll. Every donation becomes a meal. Every meal gives a child another chance to survive. 🤍 Deep thanks to everyone standing with Gaza: Eyup (Eyup Lovely) Felix (GoliathFan1952) William Menaker (Will 🦥 Menaker) Thomas (@iwasnevrhere_) Please don’t let this post pass without making a difference. Share it with others. Your voice can reach people we never could. Your donation could put food into the hands of a hungry family. Every share gives this appeal another chance to reach someone willing to help. Every donation becomes a meal. Every meal reminds a family in Gaza that they have not been forgotten. 👉 Donate now:

Muhmmed Project𓂆 🇵🇸

17,661 Aufrufe • vor 2 Monaten

Microsoft just lost $357 billion in a single day... While Meta gained $170 billion. Both companies are spending over $100 billion on AI this year. One got punished. One got rewarded. The difference tells you everything about where this market is heading: Microsoft reported Wednesday. Beat on revenue. Beat on earnings. Revenue up 17%. EPS up 24%. But the stock dropped 10% - worst decline since March 2020. Why? Azure cloud growth came in at 39%. The Street wanted 39.4%. A miss of 0.4 percentage points erased a third of a trillion dollars. Meanwhile, capex jumped 89% year-over-year to $37.5B in a single quarter. CFO Amy Hood admitted two-thirds went to "short-lived assets" - GPUs that depreciate fast. And Microsoft also said they'll remain "capacity constrained through at least the end of our fiscal year." In other words: "We're spending $72B in six months and STILL can't build data centers fast enough." But that's not the real problem... The real problem is what's happening inside Microsoft's spending. They're not just building infrastructure for Azure customers. They're allocating scarce GPUs to their own products: M365 Copilot, GitHub Copilot, internal R&D. Hood said they must "balance Azure revenue growth with growing needs across first-party apps and AI solutions." Microsoft is competing with its own cloud customers for compute capacity. If they'd allocated all new GPUs to Azure, growth would've exceeded 40%. Instead, they're betting their own AI products will generate more value than selling raw compute. That bet hasn't paid off yet. And 45% of their $625B backlog is tied to ONE customer: OpenAI. Now compare that to Meta: Revenue beat. Earnings beat. Guidance crushed expectations. And they announced $115-135B in AI capex for 2026 - nearly DOUBLE what they spent in 2025. The stock surged 10%. Why the opposite reaction? Meta is seeing immediate returns. Ad impressions up 18%. Average price per ad up 6%. Revenue up 24% year-over-year. Their AI investment is already showing up in the core business TODAY. Better ad targeting. Better recommendations. Better engagement. Q1 revenue guidance came in at $53.5-56.5B - Wall Street expected $51.4B. That's 30% revenue growth ACCELERATION. When you have 3.58B daily active users, AI improvements compound immediately. Zuckerberg called it a "major AI acceleration" and Wall Street didn't care about the $135B spending number. Because they can SEE the connection between spending and revenue. Here's what matters: The hyperscalers are now spending over $600B combined on AI infrastructure in 2026. AI assets depreciate at roughly 20% per year. The five hyperscalers face annual depreciation expenses approaching $400B - MORE than their combined profits in 2025. This is the biggest capital spending cycle in history. And we just entered Phase 3, where AI-enabled revenue models must finally prove their worth. The market stopped rewarding spending. It's rewarding RETURNS. Meta showed returns. Microsoft showed constraints and margin compression. That's why we saw a $527B swing between two companies reporting on the same day. My read: The easy money in the AI trade is over. From here, execution matters more than ambition. Companies that can turn infrastructure spending into measurable productivity gains get rewarded. Companies still building without clear payback get punished - even when they beat estimates. Microsoft isn't a bad company. It's a company that bet big on AI infrastructure and is now scrambling to show ROI before margins collapse further. Meta isn't necessarily a better AI company. It just has a business model where AI improvements translate directly to revenue growth. For investors, the lesson is clear: The AI infrastructure phase is maturing. Winners from here will be companies with clear paths from spending to earnings. Not companies asking you to trust the process while margins compress.

Microsoft just lost $357 billion in a single day... While Meta gained $170 billion. Both companies are spending over $100 billion on AI this year. One got punished. One got rewarded. The difference tells you everything about where this market is heading: Microsoft reported Wednesday. Beat on revenue. Beat on earnings. Revenue up 17%. EPS up 24%. But the stock dropped 10% - worst decline since March 2020. Why? Azure cloud growth came in at 39%. The Street wanted 39.4%. A miss of 0.4 percentage points erased a third of a trillion dollars. Meanwhile, capex jumped 89% year-over-year to $37.5B in a single quarter. CFO Amy Hood admitted two-thirds went to "short-lived assets" - GPUs that depreciate fast. And Microsoft also said they'll remain "capacity constrained through at least the end of our fiscal year." In other words: "We're spending $72B in six months and STILL can't build data centers fast enough." But that's not the real problem... The real problem is what's happening inside Microsoft's spending. They're not just building infrastructure for Azure customers. They're allocating scarce GPUs to their own products: M365 Copilot, GitHub Copilot, internal R&D. Hood said they must "balance Azure revenue growth with growing needs across first-party apps and AI solutions." Microsoft is competing with its own cloud customers for compute capacity. If they'd allocated all new GPUs to Azure, growth would've exceeded 40%. Instead, they're betting their own AI products will generate more value than selling raw compute. That bet hasn't paid off yet. And 45% of their $625B backlog is tied to ONE customer: OpenAI. Now compare that to Meta: Revenue beat. Earnings beat. Guidance crushed expectations. And they announced $115-135B in AI capex for 2026 - nearly DOUBLE what they spent in 2025. The stock surged 10%. Why the opposite reaction? Meta is seeing immediate returns. Ad impressions up 18%. Average price per ad up 6%. Revenue up 24% year-over-year. Their AI investment is already showing up in the core business TODAY. Better ad targeting. Better recommendations. Better engagement. Q1 revenue guidance came in at $53.5-56.5B - Wall Street expected $51.4B. That's 30% revenue growth ACCELERATION. When you have 3.58B daily active users, AI improvements compound immediately. Zuckerberg called it a "major AI acceleration" and Wall Street didn't care about the $135B spending number. Because they can SEE the connection between spending and revenue. Here's what matters: The hyperscalers are now spending over $600B combined on AI infrastructure in 2026. AI assets depreciate at roughly 20% per year. The five hyperscalers face annual depreciation expenses approaching $400B - MORE than their combined profits in 2025. This is the biggest capital spending cycle in history. And we just entered Phase 3, where AI-enabled revenue models must finally prove their worth. The market stopped rewarding spending. It's rewarding RETURNS. Meta showed returns. Microsoft showed constraints and margin compression. That's why we saw a $527B swing between two companies reporting on the same day. My read: The easy money in the AI trade is over. From here, execution matters more than ambition. Companies that can turn infrastructure spending into measurable productivity gains get rewarded. Companies still building without clear payback get punished - even when they beat estimates. Microsoft isn't a bad company. It's a company that bet big on AI infrastructure and is now scrambling to show ROI before margins collapse further. Meta isn't necessarily a better AI company. It just has a business model where AI improvements translate directly to revenue growth. For investors, the lesson is clear: The AI infrastructure phase is maturing. Winners from here will be companies with clear paths from spending to earnings. Not companies asking you to trust the process while margins compress.

George Noble

120,301 Aufrufe • vor 7 Monaten