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🇬🇧 Custom 4" T-Plug for very experienced users😍 🇨🇿 Zakázkový T-Plug o průměru 4" pro velmi zkušené😍 🤝 MissDora 👑 More custom toys ⬇️ or 📩 #plug #dildo #huge #silicone #tplug

Deep Pleasure Toys

11,701 subscribers

25,436 views • 1 year ago •via X (Twitter)

NSFW #plug #dildo #huge #silicone #tplug

Anya Rossi• Live Now

Private livecam show

6 Comments

kinky_amanda ✨ Anal 🕳️1 year ago

@MissDora_X I love it!

Deep Pleasure Toys1 year ago

@MissDora_X We're so glad you love it :)

MissDora 👑 Fansly $19🔥1 year ago

Love my daily pussy plug! ❤️❤️❤️

Deep Pleasure Toys1 year ago

Well, we're very happy about that. 😇😍

anallover25(+18) 🇨🇵🇨🇦1 year ago

@MissDora_X Do you think one day you will be able to create a ovale shape for the plug part?

Deep Pleasure Toys1 year ago

@MissDora_X We have an idea how to do it, so in theory it could be done :)

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Marty Kausas

115,123 views • 1 year ago

Hi everyone! Just rolled out access for NoSpoon Studios to the first 110 folks or so. Huge thanks to Karan and Amit at Luma - thanks to them, I have a few more people that had commented getting complimentary beta access soon as well :). These videos are created with a single agent that does everything from concept to completion (including editing the video together). Therer are longer options too, but for the sake of cost and this demo, you'll be working with 20s max generations. The entire agent was built to only run Ray2 as the video model. My stack is this custom agent of mine (using OAI) > Ray2 for the video > Replit for the app for now. In the meantime, for those with access: here's a video tutorial on how to use the site. I'm quite exhausted, but here's the gist: 1. Sign up (and remember your password lol). Beta testers got free credits, but these are a bit limited - rolling out to a few more peeps but have to budget and need to expand my current code (which means redeploying - so expect more of you to have 2 free credits and access tmr! I have to find out the max I can allot with budget). 2. Just hit "generate short video" without anything in the prompt box and the agent will start immediately with the logline. Be very patient, wait about 6-8 minutes, and it will continue to output all of the scenes and processing - it's very important you do not refresh or navigate away from that tab at this time. You'll see your final video generated and displayed at the bottom of your screen once complete, along with a watermark (paid users don't have a watermark). You can also access your loglines and videos in your history tab, too :). You must refresh the page only after your generation in order to generate a new video - otherwise you'll lose your generation (annoying I know). 3. You can also input your own custom prompt! Control the story this way. Single words work great even, like "thriller" or "spy thriller set in greece" or even "black and white film noir" etc etc. It's not as great with animated styles yet for consistency, just a heads up. 4. I'm exhausted, I'm sure there's a lot I'm missing. But welcome to the NoSpoon Studios soft beta! More soon! Feel free to share your generations if you are already in. I'll see you all tomorrow night :) <3 Thanks everyone! More soon.

Hi everyone! Just rolled out access for NoSpoon Studios to the first 110 folks or so. Huge thanks to Karan and Amit at Luma - thanks to them, I have a few more people that had commented getting complimentary beta access soon as well :). These videos are created with a single agent that does everything from concept to completion (including editing the video together). Therer are longer options too, but for the sake of cost and this demo, you'll be working with 20s max generations. The entire agent was built to only run Ray2 as the video model. My stack is this custom agent of mine (using OAI) > Ray2 for the video > Replit for the app for now. In the meantime, for those with access: here's a video tutorial on how to use the site. I'm quite exhausted, but here's the gist: 1. Sign up (and remember your password lol). Beta testers got free credits, but these are a bit limited - rolling out to a few more peeps but have to budget and need to expand my current code (which means redeploying - so expect more of you to have 2 free credits and access tmr! I have to find out the max I can allot with budget). 2. Just hit "generate short video" without anything in the prompt box and the agent will start immediately with the logline. Be very patient, wait about 6-8 minutes, and it will continue to output all of the scenes and processing - it's very important you do not refresh or navigate away from that tab at this time. You'll see your final video generated and displayed at the bottom of your screen once complete, along with a watermark (paid users don't have a watermark). You can also access your loglines and videos in your history tab, too :). You must refresh the page only after your generation in order to generate a new video - otherwise you'll lose your generation (annoying I know). 3. You can also input your own custom prompt! Control the story this way. Single words work great even, like "thriller" or "spy thriller set in greece" or even "black and white film noir" etc etc. It's not as great with animated styles yet for consistency, just a heads up. 4. I'm exhausted, I'm sure there's a lot I'm missing. But welcome to the NoSpoon Studios soft beta! More soon! Feel free to share your generations if you are already in. I'll see you all tomorrow night :) <3 Thanks everyone! More soon.

Kiri

15,485 views • 1 year ago

I have 27% of my $1.3M fund in one stock. My conviction around $ASTS explains why I am #1 on Autopilot over the last 3 months. As current market sentiment keeps space stocks sluggish, it's a good time to talk about AST. Most people still think $ASTS is a speculative space bet. But it's the toll both on an information highway being built above the planet. Many people still don't understand the business model. AST doesn't sell to consumers. They don't run stores. They don't acquire customers. They plug directly into the carriers that already have them. AT&T, Verizon, Vodafone, Rakuten, Orange, Telefónica and 45+ more. 3.2 billion existing subscribers. 50/50 revenue split. AST flips the switch and the carriers do the rest. At first we expect AST to be a premium add-on to carriers. And the WTP data is promising. GSMA Intelligence ran a global consumer survey in December 2025. 60% of consumers said they are willing to pay a premium for satellite connectivity. 56% in the US. 89% in India. And eventually mobile phone plans will just roll the $5-10 of additional value into the price of the plan. With its ridiculously high projected EBITDA margins (maybe we see 90%+) and the aggressive launch schedule through 27/28, it's easy to see a 4 figure share price for this company by 2030 even with conservative methodologies. $ASTS is the very essence of an asymmetrical bet.

I have 27% of my $1.3M fund in one stock. My conviction around $ASTS explains why I am #1 on Autopilot over the last 3 months. As current market sentiment keeps space stocks sluggish, it's a good time to talk about AST. Most people still think $ASTS is a speculative space bet. But it's the toll both on an information highway being built above the planet. Many people still don't understand the business model. AST doesn't sell to consumers. They don't run stores. They don't acquire customers. They plug directly into the carriers that already have them. AT&T, Verizon, Vodafone, Rakuten, Orange, Telefónica and 45+ more. 3.2 billion existing subscribers. 50/50 revenue split. AST flips the switch and the carriers do the rest. At first we expect AST to be a premium add-on to carriers. And the WTP data is promising. GSMA Intelligence ran a global consumer survey in December 2025. 60% of consumers said they are willing to pay a premium for satellite connectivity. 56% in the US. 89% in India. And eventually mobile phone plans will just roll the $5-10 of additional value into the price of the plan. With its ridiculously high projected EBITDA margins (maybe we see 90%+) and the aggressive launch schedule through 27/28, it's easy to see a 4 figure share price for this company by 2030 even with conservative methodologies. $ASTS is the very essence of an asymmetrical bet.

Michael Sikand 🦑

96,640 views • 5 months ago

F350 Rear Differential Service done right. Step by step pure ASMR. If you want to keep your heavy-duty truck running smoothly, keeping up with your differential maintenance is non-negotiable. Whether you are dealing with a standard cover or a high-capacity unit, taking the time to properly clean, seal, and refill your rear diff will save you from major mechanical headaches down the road. Here is a comprehensive breakdown of the exact process shown in the video to get the job done right. Step 1: Remove the Housing Bolts Pop the truck up on a lift or secure it on jack stands. Position a drain pan underneath the differential. Grab an impact wrench and begin backing out all of the bolts securing the differential cover to the housing. Pro-Tip: Leave one or two bolts loosely threaded at the very top of the cover. This keeps the cover from falling completely off and splashing old gear oil everywhere once you break the factory seal. Step 2: Drain the Old Fluid Once the lower bolts are removed, use a chisel and a dead-blow hammer to gently tap the lower edge of the cover. Pry it open slightly to break the old gasket seal and let the fluid drain smoothly into your catch pan. Once the majority of the oil has drained, remove the top safety bolts and take the cover completely off. Step 3: Prep the Differential Housing With the gears exposed, stuff a clean shop rag inside the housing cavity to protect the ring and pinion from any loose debris. Use a gasket scraper or razor to carefully peel away the old silicone sealant from the mating surface. Follow up with a die grinder equipped with a surface conditioning disc to polish the flange completely clean, then remove the rag and wipe down the interior edge with brake cleaner. Step 4: Deep Clean the Diff Cover Take the removed differential cover over to a parts washer. Use a solvent brush to scrub out any residual sludge, metal filings, and old oil. If the exterior has built-up road grime or rust, give it a quick pressure wash or hose down. Finally, use an air blow gun to thoroughly dry the cover, ensuring absolutely no moisture or solvent remains inside. Step 5: Apply New RTV Sealant Lay the clean cover flat on your workbench. Grab a high-performance RTV silicone sealant (ensure it is rated for gear oil exposure) and lay down a clean, continuous bead along the center of the mating flange. Make sure to loop around the inside of each bolt hole to prevent future leaks. Step 6: Reinstall the Cover and Torque Carefully align the cover back onto the differential housing, making sure not to smudge the fresh RTV bead. Hand-start all of your bolts to avoid cross-threading. Once they are all in place, use a ratchet to tighten them down in a star pattern, ensuring even pressure across the gasket surface. Step 7: Fill with Fresh Gear Oil Locate the fill plug on the side or rear of the differential and remove it. Grab your premium synthetic fluid—such as SAE 75W-85 hypoid gear lubricant. Insert the bottle nozzle into the fill hole and squeeze the fluid in. You will need to continue filling until the fluid level reaches the bottom edge of the fill hole and just begins to weep out. Step 8: Reinstall the Fill Plug & Inspect Wipe away any excess fluid that leaked out during the filling process. Reinstall the fill plug and torque it to spec. Give the entire assembly one final look to ensure your seals are clean and dry.

F350 Rear Differential Service done right. Step by step pure ASMR. If you want to keep your heavy-duty truck running smoothly, keeping up with your differential maintenance is non-negotiable. Whether you are dealing with a standard cover or a high-capacity unit, taking the time to properly clean, seal, and refill your rear diff will save you from major mechanical headaches down the road. Here is a comprehensive breakdown of the exact process shown in the video to get the job done right. Step 1: Remove the Housing Bolts Pop the truck up on a lift or secure it on jack stands. Position a drain pan underneath the differential. Grab an impact wrench and begin backing out all of the bolts securing the differential cover to the housing. Pro-Tip: Leave one or two bolts loosely threaded at the very top of the cover. This keeps the cover from falling completely off and splashing old gear oil everywhere once you break the factory seal. Step 2: Drain the Old Fluid Once the lower bolts are removed, use a chisel and a dead-blow hammer to gently tap the lower edge of the cover. Pry it open slightly to break the old gasket seal and let the fluid drain smoothly into your catch pan. Once the majority of the oil has drained, remove the top safety bolts and take the cover completely off. Step 3: Prep the Differential Housing With the gears exposed, stuff a clean shop rag inside the housing cavity to protect the ring and pinion from any loose debris. Use a gasket scraper or razor to carefully peel away the old silicone sealant from the mating surface. Follow up with a die grinder equipped with a surface conditioning disc to polish the flange completely clean, then remove the rag and wipe down the interior edge with brake cleaner. Step 4: Deep Clean the Diff Cover Take the removed differential cover over to a parts washer. Use a solvent brush to scrub out any residual sludge, metal filings, and old oil. If the exterior has built-up road grime or rust, give it a quick pressure wash or hose down. Finally, use an air blow gun to thoroughly dry the cover, ensuring absolutely no moisture or solvent remains inside. Step 5: Apply New RTV Sealant Lay the clean cover flat on your workbench. Grab a high-performance RTV silicone sealant (ensure it is rated for gear oil exposure) and lay down a clean, continuous bead along the center of the mating flange. Make sure to loop around the inside of each bolt hole to prevent future leaks. Step 6: Reinstall the Cover and Torque Carefully align the cover back onto the differential housing, making sure not to smudge the fresh RTV bead. Hand-start all of your bolts to avoid cross-threading. Once they are all in place, use a ratchet to tighten them down in a star pattern, ensuring even pressure across the gasket surface. Step 7: Fill with Fresh Gear Oil Locate the fill plug on the side or rear of the differential and remove it. Grab your premium synthetic fluid—such as SAE 75W-85 hypoid gear lubricant. Insert the bottle nozzle into the fill hole and squeeze the fluid in. You will need to continue filling until the fluid level reaches the bottom edge of the fill hole and just begins to weep out. Step 8: Reinstall the Fill Plug & Inspect Wipe away any excess fluid that leaked out during the filling process. Reinstall the fill plug and torque it to spec. Give the entire assembly one final look to ensure your seals are clean and dry.

Chuckling Charlie

171,900 views • 1 month ago

A little update on Yuki ❤ She's had a few medicated baths along with her med's and is looking a lot cleaner. Her skin problems are also showing signs of improvement already 😍 At the moment she's still very fragile, but she has the will to get better 💪💪💪 At first, all she wanted to do was lay down in her bed, which is understandable because her body needs to start to recover. She's now started to take little walks, so we've covered her bare skin with a T-shirt to avoid sun burn. We're so happy that she's taking these little steps! 😍🐶🥰 Yuki's currently on 4 small meals of recovery food daily, to allow her stomach to get used to digesting again. She's actually getting up to go and eat when she smells the food now, which is wonderful 😊 She's still struggling to walk and has quite a way to go before she's fully fit, but all the signs seem to be good! She's definitely going in the right direction 😊💪🐶❤❤❤ Yuki is only one of many we're helping by providing food, shelter, veterinary care, medication and a dedicated team to give them all the love and care they need. We're almost running on empty and it's a constant struggle to bring in the donations we need to help them. ANY amount helps us to continue to do this work. We desperately need donations to get us from month to month! Without YOU we are nothing!🙏🏻 ❤ To support us you can donate here: Or follow the details on our website for bank transfer here: Thank you so much to all who contribute to take care of our beautiful rescues 🙏🏻 you're as much part of the team as we are! 🙏🏻🐶😺❤❤❤ Also, please kindly share to help us reach more people 🙏🏻🐶😺❤ #rescuedogs #animalrescue #dogsofbali #dogsofX #puppylove

A little update on Yuki ❤ She's had a few medicated baths along with her med's and is looking a lot cleaner. Her skin problems are also showing signs of improvement already 😍 At the moment she's still very fragile, but she has the will to get better 💪💪💪 At first, all she wanted to do was lay down in her bed, which is understandable because her body needs to start to recover. She's now started to take little walks, so we've covered her bare skin with a T-shirt to avoid sun burn. We're so happy that she's taking these little steps! 😍🐶🥰 Yuki's currently on 4 small meals of recovery food daily, to allow her stomach to get used to digesting again. She's actually getting up to go and eat when she smells the food now, which is wonderful 😊 She's still struggling to walk and has quite a way to go before she's fully fit, but all the signs seem to be good! She's definitely going in the right direction 😊💪🐶❤❤❤ Yuki is only one of many we're helping by providing food, shelter, veterinary care, medication and a dedicated team to give them all the love and care they need. We're almost running on empty and it's a constant struggle to bring in the donations we need to help them. ANY amount helps us to continue to do this work. We desperately need donations to get us from month to month! Without YOU we are nothing!🙏🏻 ❤ To support us you can donate here: Or follow the details on our website for bank transfer here: Thank you so much to all who contribute to take care of our beautiful rescues 🙏🏻 you're as much part of the team as we are! 🙏🏻🐶😺❤❤❤ Also, please kindly share to help us reach more people 🙏🏻🐶😺❤ #rescuedogs #animalrescue #dogsofbali #dogsofX #puppylove

Lovina Animal Welfare

20,510 views • 1 year ago

There is a massive misunderstanding about what $APP actually is, and the recent Adam Foroughi interview just handed investors as a class in capital allocation, efficiency, and strategic vertical integration. At its core, AppLovin isn’t solely an ad-network or a gaming business but an arbitrage engine. APP is essentially run by a skeleton crew of about ~400 core engineers and product builders generating $1.3B in cash flow a quarter. The gaming studio acquisitions were purely strategic. From roughly 2018 to 2023, APP bought up mobile gaming studios. It was accumulating over 15 studios and 1,500 headcount. This was not because they wanted to be a gaming company, but strictly to harvest first-party conversion data. They needed proprietary behavioral and return on ad spend data to train their Axon deep learning models because third-party advertisers wouldn't share it. Once the Axon 2.0 model launched in April 2023, it became so hyper-effective that the entire gaming industry had no choice but to plug in and share their data to access the platform's unparalleled returns. Having served its purpose, APP then shed the distraction, selling off the gaming portfolio to Tripledot Studios. This was pure strategic rent extraction. They used the asset to train the AI, built the moat, and immediately dumped the asset. Then there is the capital allocation execution. Back in 2022, when the broader market abandoned the stock and pushed APP's market cap to a floor of $3.8B, the business was still printing over $1 B in EBITDA. Instead of executing standard open-market share repurchases, management identified that their private equity backers and early insiders held nearly 50% of the float and eventually wanted liquidity. Management bypassed the public market entirely. They negotiated directly with those institutional holders to execute a massive $6 billion leveraged buyback. They effectively retired a huge portion of the company at rock-bottom valuations. Foroughi noted this singular move generated $50 to $60 B in retained value for remaining shareholders as the stock rebounded. While the rest of big tech hoards headcount, APP actively fired 40% of its workforce in recent years while growing revenue by nearly 100% YoY. The C-suite consists only of the CEO, CFO, CTO, and General Counsel. There is no CRO, no COO, and virtually no salesforce. They replaced standard enterprise bloat with LLMs. Over 80% of their codebase is now written by AI, multiplying the output of their highest-tier engineers up to 100x. The product nearly sells itself. Advertisers plug in, set a performance goal, and if the ROAS is positive, they scale spend infinitely. It turns advertisers into blind arbitrageurs. The TAM expansion is also clear. Now that the model has perfected gaming monetization, APP is unleashing Axon onto e-commerce and local SMBs. They don't need a massive sales team to do this. The AI matches the right intent with the right ad, pushing conversion rates up. The company literally has internal compensation triggers tied to a $1 T market cap. Given they have grown from under $4 B in 2022 to roughly ~$154 B in market cap today, betting against this lean, hyper-competent team does not make much sense.

There is a massive misunderstanding about what $APP actually is, and the recent Adam Foroughi interview just handed investors as a class in capital allocation, efficiency, and strategic vertical integration. At its core, AppLovin isn’t solely an ad-network or a gaming business but an arbitrage engine. APP is essentially run by a skeleton crew of about ~400 core engineers and product builders generating $1.3B in cash flow a quarter. The gaming studio acquisitions were purely strategic. From roughly 2018 to 2023, APP bought up mobile gaming studios. It was accumulating over 15 studios and 1,500 headcount. This was not because they wanted to be a gaming company, but strictly to harvest first-party conversion data. They needed proprietary behavioral and return on ad spend data to train their Axon deep learning models because third-party advertisers wouldn't share it. Once the Axon 2.0 model launched in April 2023, it became so hyper-effective that the entire gaming industry had no choice but to plug in and share their data to access the platform's unparalleled returns. Having served its purpose, APP then shed the distraction, selling off the gaming portfolio to Tripledot Studios. This was pure strategic rent extraction. They used the asset to train the AI, built the moat, and immediately dumped the asset. Then there is the capital allocation execution. Back in 2022, when the broader market abandoned the stock and pushed APP's market cap to a floor of $3.8B, the business was still printing over $1 B in EBITDA. Instead of executing standard open-market share repurchases, management identified that their private equity backers and early insiders held nearly 50% of the float and eventually wanted liquidity. Management bypassed the public market entirely. They negotiated directly with those institutional holders to execute a massive $6 billion leveraged buyback. They effectively retired a huge portion of the company at rock-bottom valuations. Foroughi noted this singular move generated $50 to $60 B in retained value for remaining shareholders as the stock rebounded. While the rest of big tech hoards headcount, APP actively fired 40% of its workforce in recent years while growing revenue by nearly 100% YoY. The C-suite consists only of the CEO, CFO, CTO, and General Counsel. There is no CRO, no COO, and virtually no salesforce. They replaced standard enterprise bloat with LLMs. Over 80% of their codebase is now written by AI, multiplying the output of their highest-tier engineers up to 100x. The product nearly sells itself. Advertisers plug in, set a performance goal, and if the ROAS is positive, they scale spend infinitely. It turns advertisers into blind arbitrageurs. The TAM expansion is also clear. Now that the model has perfected gaming monetization, APP is unleashing Axon onto e-commerce and local SMBs. They don't need a massive sales team to do this. The AI matches the right intent with the right ad, pushing conversion rates up. The company literally has internal compensation triggers tied to a $1 T market cap. Given they have grown from under $4 B in 2022 to roughly ~$154 B in market cap today, betting against this lean, hyper-competent team does not make much sense.

CapexAndChill

24,419 views • 2 months ago

this is an open letter to Base — the value prop of shredding sassy on base. no ambiguity, no obscurity. we’ve been curating this community for over 2 years. the culture runs deep. real friendships, real memories, real lore. you can’t fake that. you can’t accelerate it. time is a moat, and we’ve put in the hours. we believe in hybrid. digital and physical. always both. we’ve run live events in over 4 countries: snow-based shredfests in tahoe, a surf trip + side event at nfc lisbon, another nfc brunch with base onboarding baked in. skate exhibitions in switzerland. we don’t just talk culture... we build it. on the ground. face to face. QR code onboarding. wallet activations. onchain competitions. people come for the vibes and leave onchain. our audience isn’t just web3. it’s half crypto native, half real-world action sports heads who don’t own a single other NFT. we’ve earned that crossover. no gimmicks. just authenticity. we launched Shaka to onboard 1 million people to base. used linkdrop tech to make sharing via message or email seamless. the mechanic worked so well base adopted it for their own coinbase wallet flows. we onboarded over 50,000 wallets from eth and polygon communities. ran campaigns. ran education. ran vibes. we did that. we’ve been loud supporters of the base ecosystem from day one - bought and redistributed NFTs from dinos, based fellas, mystcl, based nouns, tiny based frogs and more. whole month-long campaign in january 24 spotlighting other base projects. we show love. always. we pioneered trait-based merch. made physical products that matched NFT traits. even built out wardrobe tools and blind box reveals. the entire system is being ported to base right now. we’ve secured real partnerships. pit viper being one of them... this is the level we’re operating at. we’ve built a premium product line with our hats and collectible pins at the center. we’re not selling merch... we’re building a lifestyle brand. sneakerhead energy. action sports energy. nostalgia-packed pack-ripping energy. these hats are NFC-chipped and will sit on shelves in surf and skate shops in portugal (and soon elsewhere). they literally onboard people to base when scanned. this is onchain commerce in the real world. and it’s just the start. we’re also building a hybrid digital/physical collectibles platform. something brand new. we’ll bring more people onchain through fun and collecting than any defi yield strategy ever will. impact matters to us. always has. we’ve raised more for charity than we’ve raised as a project. partnered with bored ape yacht club to auction a custom board. worked with bob burnquist and his foundation. supported slurb’s toys for tots drive. this isn’t a marketing line. it’s our DNA. we’ve got pro athlete ambassadors repping at the highest levels globally. and for non pros we will be relaunching Shred-it in the future... our platform for up-and-coming athletes and creators, built on base. all of this to say... we’ve been here. we’re building for the long run. and we’re doing it right. base team, this is everything you say you want. culture, crossover, distribution, real users, real world touchpoints. video attached from onchain summer. don’t ignore us. — shredding sassy

Odyssey 🤙

24,834 views • 1 year ago

$AMD $5 Trillion is Inevitable LT| Agentic AI🧵 Agentic AI is the new $5 Trillion TAM 🚨🚨🚨 This thead will do Comp with $INTC and how to quantify this massive Agentic AI demand spike, and forcing Jensen to rush a CPU design. Global Agentic AI Market size is estimated to be $3-$5Trillion TAM by 2030(McKinsey) Quantifying the demand from agentic AI for AMD involves assessing the broader market growth for agentic systems, their unique computational requirements (particularly for CPUs in orchestration and reasoning tasks), and AMD's positioning very well through products like EPYC processors and partnerships. AMD EPYC Venice is the most superior choice in 2026-2027 for most Agentic AI workloads Agentic AI refers to autonomous AI agents that perform multi-step tasks, involving sequential logic, tool integration, and decision-making workloads that heavily rely on CPUs for handling orchestration, memory management, and context switching, rather than just GPU-parallelized training or batch inference. Agentic AI is often cited as 40-100x more "hungry" than traditional AI due to its continuous, 24/7 operation and complex workflows. This stems from factors like chain-of-thought reasoning (multiple LLM calls per query), API/tool interactions, memory management, and orchestration loops, which can generate 10-100x more tokens and require real-time responsiveness. For example, a single agentic query might trigger 5-20 model inferences, making it 10-20x more compute-intensive than simple chatbots, and the always-on nature compounds this to 40-100x overall. Nvidia's CEO has highlighted this as driving "easily 100x more computation" for inference in agentic/reasoning setups. AMD's EPYC Venice (6th Gen EPYC, codenamed "Venice") and Intel's Xeon 7 Diamond Rapids represent the pinnacle of server CPU technology in 2026, both targeting high-performance data center workloads like AI inference, agentic AI orchestration, cloud computing, and HPC. Venice builds on AMD's Zen 6 architecture, emphasizing core density and efficiency, while Diamond Rapids leverages Intel's Panther Cove P-cores for balanced performance. Both chips adopt similar advancements like 16-channel DDR5 memory and PCIe Gen 6, but differ in core counts, process nodes, and overall design philosophy. Intel has faced acute supply constraints across its Xeon lineup, including legacy nodes (Intel 7/3) and the ramping 18A process for next-gen parts. Intel shortage is expected with lead times up to 6 months or longer. 1. AMD EPYC Venice vs Intel Xeon 7 Diamond Rapids Architecture AMD: Zen 6 chiplet design with 8 CCDs and dual IODs Intel: Panther Cove P-cores; multi-die architecture with 4 compute tiles Core/Thread Count AMD: Up to 256 cores / 512 threads (Zen 6c variant) Intel: Up to 192 cores / 192 threads Process Node AMD: TSMC N2 (2nm) Intel: Intel 18A (1.8nm-class); in-house fab Memory Support AMD: 16-channel DDR5; up to 1.6 TB/s bandwidth. Intel: 16-channel DDR5 ; up to 1.6 TB/s bandwidth I/O and Connectivity AMD: PCIe Gen 6 (up to 128 lanes); twice the CPU-to-GPU bandwidth Intel: PCIe Gen 6 (up to 128 lanes); LGA 9324 socket Power (TDP) AMD: Starting 400-500W, potentially lower due to efficiency gains from TSMC 2nm Intel: Starting 400-500W, as it targets competitive efficiency Performance Projections AMD: Up to 70% uplift vs. 5th Gen Turin (1.7x in multi-threaded/AI tasks) Intel: ~40% faster than Granite Rapids (Xeon 6, 128-core). Lags AMD in per-core perf and 40-50% behind Venice core-for-core comp Target Workloads AMD: AI inference/orchestration, HPC, cloud virtualization. Partnerships Intel: Hyperscale AI, general enterprise. Custom silicon Pricing: AMD: estimated $10k-$20k for top SKUs Intel: estimated $8-$18k Availability: AMD: Significant Ramp H2 2026 due to higher allocation from TSMC Intel: H1-H2 2026 delayed, but trying to catch up Overall: ~Venice's 256 cores provide a 33% edge over Diamond Rapids' 192, making it superior for massively parallel tasks like AI training/inference or virtualization ~TSMC's N2 vs. Intel 18A debates rage on which is "better," but AMD's mature chiplet approach yields better density ( 32 cores/CCD vs. Intel's 48/tile). Venice's redesign reduces latency, aiding agentic AI where CPUs handle orchestration ~ Early projections show Venice widening AMD's lead matching or exceeding Diamond Rapids' perf with fewer watts in multi-threaded benchmarks. Intel's no-SMT design (to prioritize AI) handicaps it vs. AMD's 512 threads, though Clearwater Forest (E-core) could compete in density-focused niches. ~Power & Cooling: Both push above 400-500W, demanding liquid cooling. ~AMD been taking market share now above 40%. AMD EPYC Venice emerges as the superior choice in 2026 for most server workloads. Its higher core/thread count (256/512 vs. 192/192), stronger per-core performance, and architecture optimized for AI-driven tasks (agentic orchestration with GPU integration) provide decisive advantages in throughput, scalability, and efficiency. Projections indicate Venice delivering 1.7x the performance of prior gens while widening the gap over Intel ( 40-70% leads in multi-threaded benchmarks). AMD's fabless model with TSMC ensures reliable scaling, and its ecosystem ( open ROCm) appeals to AI adopters. Intel's Diamond Rapids is competitive in single-threaded enterprise apps and custom hyperscale ( NVLink), with potential fab advantages for supply/security. However, without SMT and lower density, it falls short in core-for-core battles—exposing Intel to another generation of AMD dominance unless 18A yields surprise efficiency gains. For data centers prioritizing raw compute ( AI, HPC), Venice wins; for Intel-centric ecosystems or specialized I/O, Diamond Rapids holds ground. Real benchmarks post-launch will confirm, but logic points to AMD pulling ahead. 2. Market size , Potential Revenue and Supply Global Agentic AI market size is projected to be $3-$5 Trillion by 2030 according to McKinsey, where consensus points to 40-50% CAGR driven by small to large enterprise demand. I also wrote a full thread on how and why Agentic AI is so explosive that AMD will blow all anlaysts estimate for subscribers. Link below if you are interested. AMD's data center segment hit a record $5.4B in Q4 2025 (up 39% YoY), with EPYC shipments ramping due to agentic demand. With 2GW of deployment in H2 2026, AMD AI data center revenue has $40-$50B+ at the lowest or most conservative projection; or Total Revenue in the $77-$94B For FY2026. However, Agentic AI massive demand spike could send EPYC revenue 3x to 4x in the next few years, potentially surpassing MI series GPU demand as enterprises prioritize CPU-dense Rack setups. This is pushing $NVDA Jensen to rush a CPU design and acquired Groq, a new CPU player due to this massive TAM. Noted that this is just popping just in weeks, highlighting we are just so early in this AI Supercycle and the pace of adoption is insane, and clearly productivity will skyrocket. Why? Because Agentic AI is 24/7 Smart AI agent working for you or your businesses is a mad compelling, and it is estimated to be 40-100x more Inference Hugnry! Many experts already said it is impossible to project this kind of Inference Demand. AI CapEx is expected to ramp up even more in 2027-2028-2029 and 2030 as Global Agentic AI is going to scale to $3-$5 Trillion TAM by 2030. The nature of Agentic is driving higher CPU/GPU ratio, with CPUs handling 50-90% of Agentic workflows. For example, The current Helios Rack: 18 compute trays per rack with 72 GPUs + 18 CPUs. The beauty of this $META and $AMD long term partnership is, that it is absolutely flexible to adjust racks to higher CPU rato or equal to service different needs. Helios rack can be easily swap to 2 GPUs 2CPUs or even CPUs only trays for dedicated orchestration/head nodes. You see, the beauty of this open rack-scale is flexibility and evolvability. If Agentic AI demand pushes much higher, AMD should be able to adjust variant trays without abandoning Heilos Rack. We can't talk just about massive Agentic AI demand without talking about the Supply side or TSMC. TSMC, AMD's primary foundry for advanced nodes ( Zen 6/Venice on N2/2nm), is addressing AI-driven shortages through massive expansions. TSMC accelerates fab construction with up to 10 facilities targeted for 2026. TSMC is accelerating its domestic manufacturing expansion, with industry sources indicating that as many as ten fabs could be under construction or preparing to begin operations across Taiwan’s major science parks. TSMC Capex: $52-56B in 2026 (up 37% YoY), with $45B already approved for new/upgraded capacities. 70-80% for advanced processes (2nm/A16), 10-20% for packaging (CoWoS quadrupling to 120-140K wafers/month by late 2026). In addition, Taiwanese companies (led by TSMC) commit to at least $250B in direct investments in US-based advanced semiconductor, AI, and energy production/innovation capacity.Taiwan provides $250B in government credit guarantees to facilitate additional investments and build a full US semiconductor ecosystem (including industrial parks). TSMC completed a second land purchase in Arizona (January 2026) for gigafab scaling, with an additional $100B+ (potentially four more modules) to further expand and qualify for tariff exemptions. AMD with secured 12GW from OpenAI and $META and massive Agentic AI will mean higher priority acess to 20-30% more wafers on TSMC advanced nodes, as TSMC has multi-year agreements with AMD for AI chips. Dr. C. C. Wei, CEO of TSMC quote: "I spend a lot of time in the last three or four months talking to my customer and then customers. Customer. I want to make sure that my customers demand are real. I talk to those cloud service providers, all of them. Their answer is. I'm quite satisfied with their answer. Actually they show me the evidence that the AI really help their business. So they grow their business successfully and he or she in their financial return. So I also double check their financial status. They are very rich." Amid shortages, the US buildout ensures AMD can ramp production of Instinct GPUs and EPYC CPUs without the constraints hitting competitors like Intel. By diversifying away from Taiwan (85% of advanced nodes today), the agreement mitigates supply disruptions, ensuring stable flows for AMD's chips. Scaling production and securing supply will matter for AMD the most in the next 5-10 years growth. The growth could be 80-100% YoY or higher; or it could be in the 60%. The aggressive TSMC supply ramp is reassuring the higher growth point. Conclusion: AMD stands at a pivotal inflection point in 2026, where the explosive rise of agentic AI demanding 40-100x more inference compute through its 24/7, multi-step orchestration positions the company to potentially triple its EPYC CPU revenue to $45-60B+ by 2028 while scaling Instinct GPUs to tens of billions annually by 2027. Agentic AI demand could push AI CapEx closer to $1 Trillion in 2027, far higher than most estimates. Dr. Lisa Su, AMD's visionary CEO, is masterfully securing supply to harness this massive demand by prioritizing operational execution and deep TSMC collaboration, ensuring readiness for the second-half 2026 AI ramp. Dr. Su has explicitly called out surging EPYC demand for agentic tasks where CPUs power head nodes and traditional workloads alongside GPUs while guiding for data center dominance through proactive capacity planning and partnerships like Nutanix ($150M investment for open agentic platforms) or providing tens of millions CPUs for OpenAI, $META, $ORCL, $AMZN, $MSFT, $GOOGL and others. Her strategy includes multi-year TSMC agreements for advanced nodes (N2 for Venice CPUs and future Instincts), diversifying beyond Taiwan to mitigate risks, and unveiling innovations like the MI455X GPU at CES 2026, which she touted as enabling "the next trillion-dollar market opportunity" in physical AI. Dr. Su's forward-looking vision predicting AI reaching 5 billion users emphasizes "AI everywhere," backed by hardware like Ryzen AI chips, all while declaring demand "going through the roof" and committing to scale without bottlenecks. TSMC's aggressive ramp-up, fueled by $52-56B in 2026 capex (up 37% YoY) and 10+ new fabs across Taiwan, the US (Arizona cluster expanding to 6+ modules with $165B+ investment), Japan, and Europe, provides profound reassurance for AMD's supply stability. The January 2026 US-Taiwan agreement committing $250B in investments and credit guarantees for US reshoring accelerates this, granting tariff relief (15% rates with 1.5-2.5x exemptions) tied to capacity buildouts, enabling TSMC to potentially double output over the decade to meet AI wafer hunger. This translates to 20-30% higher wafer allocations on key nodes, sidestepping Intel-like shortages and empowering Dr. Su's team to deliver on hyperscaler demands without disruption. Ultimately, this synergy cements AMD's leadership in the agentic era, promising sustained growth, $5T+ valuations at scale, and a resilient path forward as AI reshapes the world. This is NOT Financial Advice! Video source: AMD CES 2026

$AMD $5 Trillion is Inevitable LT| Agentic AI🧵 Agentic AI is the new $5 Trillion TAM 🚨🚨🚨 This thead will do Comp with $INTC and how to quantify this massive Agentic AI demand spike, and forcing Jensen to rush a CPU design. Global Agentic AI Market size is estimated to be $3-$5Trillion TAM by 2030(McKinsey) Quantifying the demand from agentic AI for AMD involves assessing the broader market growth for agentic systems, their unique computational requirements (particularly for CPUs in orchestration and reasoning tasks), and AMD's positioning very well through products like EPYC processors and partnerships. AMD EPYC Venice is the most superior choice in 2026-2027 for most Agentic AI workloads Agentic AI refers to autonomous AI agents that perform multi-step tasks, involving sequential logic, tool integration, and decision-making workloads that heavily rely on CPUs for handling orchestration, memory management, and context switching, rather than just GPU-parallelized training or batch inference. Agentic AI is often cited as 40-100x more "hungry" than traditional AI due to its continuous, 24/7 operation and complex workflows. This stems from factors like chain-of-thought reasoning (multiple LLM calls per query), API/tool interactions, memory management, and orchestration loops, which can generate 10-100x more tokens and require real-time responsiveness. For example, a single agentic query might trigger 5-20 model inferences, making it 10-20x more compute-intensive than simple chatbots, and the always-on nature compounds this to 40-100x overall. Nvidia's CEO has highlighted this as driving "easily 100x more computation" for inference in agentic/reasoning setups. AMD's EPYC Venice (6th Gen EPYC, codenamed "Venice") and Intel's Xeon 7 Diamond Rapids represent the pinnacle of server CPU technology in 2026, both targeting high-performance data center workloads like AI inference, agentic AI orchestration, cloud computing, and HPC. Venice builds on AMD's Zen 6 architecture, emphasizing core density and efficiency, while Diamond Rapids leverages Intel's Panther Cove P-cores for balanced performance. Both chips adopt similar advancements like 16-channel DDR5 memory and PCIe Gen 6, but differ in core counts, process nodes, and overall design philosophy. Intel has faced acute supply constraints across its Xeon lineup, including legacy nodes (Intel 7/3) and the ramping 18A process for next-gen parts. Intel shortage is expected with lead times up to 6 months or longer. 1. AMD EPYC Venice vs Intel Xeon 7 Diamond Rapids Architecture AMD: Zen 6 chiplet design with 8 CCDs and dual IODs Intel: Panther Cove P-cores; multi-die architecture with 4 compute tiles Core/Thread Count AMD: Up to 256 cores / 512 threads (Zen 6c variant) Intel: Up to 192 cores / 192 threads Process Node AMD: TSMC N2 (2nm) Intel: Intel 18A (1.8nm-class); in-house fab Memory Support AMD: 16-channel DDR5; up to 1.6 TB/s bandwidth. Intel: 16-channel DDR5 ; up to 1.6 TB/s bandwidth I/O and Connectivity AMD: PCIe Gen 6 (up to 128 lanes); twice the CPU-to-GPU bandwidth Intel: PCIe Gen 6 (up to 128 lanes); LGA 9324 socket Power (TDP) AMD: Starting 400-500W, potentially lower due to efficiency gains from TSMC 2nm Intel: Starting 400-500W, as it targets competitive efficiency Performance Projections AMD: Up to 70% uplift vs. 5th Gen Turin (1.7x in multi-threaded/AI tasks) Intel: ~40% faster than Granite Rapids (Xeon 6, 128-core). Lags AMD in per-core perf and 40-50% behind Venice core-for-core comp Target Workloads AMD: AI inference/orchestration, HPC, cloud virtualization. Partnerships Intel: Hyperscale AI, general enterprise. Custom silicon Pricing: AMD: estimated $10k-$20k for top SKUs Intel: estimated $8-$18k Availability: AMD: Significant Ramp H2 2026 due to higher allocation from TSMC Intel: H1-H2 2026 delayed, but trying to catch up Overall: ~Venice's 256 cores provide a 33% edge over Diamond Rapids' 192, making it superior for massively parallel tasks like AI training/inference or virtualization ~TSMC's N2 vs. Intel 18A debates rage on which is "better," but AMD's mature chiplet approach yields better density ( 32 cores/CCD vs. Intel's 48/tile). Venice's redesign reduces latency, aiding agentic AI where CPUs handle orchestration ~ Early projections show Venice widening AMD's lead matching or exceeding Diamond Rapids' perf with fewer watts in multi-threaded benchmarks. Intel's no-SMT design (to prioritize AI) handicaps it vs. AMD's 512 threads, though Clearwater Forest (E-core) could compete in density-focused niches. ~Power & Cooling: Both push above 400-500W, demanding liquid cooling. ~AMD been taking market share now above 40%. AMD EPYC Venice emerges as the superior choice in 2026 for most server workloads. Its higher core/thread count (256/512 vs. 192/192), stronger per-core performance, and architecture optimized for AI-driven tasks (agentic orchestration with GPU integration) provide decisive advantages in throughput, scalability, and efficiency. Projections indicate Venice delivering 1.7x the performance of prior gens while widening the gap over Intel ( 40-70% leads in multi-threaded benchmarks). AMD's fabless model with TSMC ensures reliable scaling, and its ecosystem ( open ROCm) appeals to AI adopters. Intel's Diamond Rapids is competitive in single-threaded enterprise apps and custom hyperscale ( NVLink), with potential fab advantages for supply/security. However, without SMT and lower density, it falls short in core-for-core battles—exposing Intel to another generation of AMD dominance unless 18A yields surprise efficiency gains. For data centers prioritizing raw compute ( AI, HPC), Venice wins; for Intel-centric ecosystems or specialized I/O, Diamond Rapids holds ground. Real benchmarks post-launch will confirm, but logic points to AMD pulling ahead. 2. Market size , Potential Revenue and Supply Global Agentic AI market size is projected to be $3-$5 Trillion by 2030 according to McKinsey, where consensus points to 40-50% CAGR driven by small to large enterprise demand. I also wrote a full thread on how and why Agentic AI is so explosive that AMD will blow all anlaysts estimate for subscribers. Link below if you are interested. AMD's data center segment hit a record $5.4B in Q4 2025 (up 39% YoY), with EPYC shipments ramping due to agentic demand. With 2GW of deployment in H2 2026, AMD AI data center revenue has $40-$50B+ at the lowest or most conservative projection; or Total Revenue in the $77-$94B For FY2026. However, Agentic AI massive demand spike could send EPYC revenue 3x to 4x in the next few years, potentially surpassing MI series GPU demand as enterprises prioritize CPU-dense Rack setups. This is pushing $NVDA Jensen to rush a CPU design and acquired Groq, a new CPU player due to this massive TAM. Noted that this is just popping just in weeks, highlighting we are just so early in this AI Supercycle and the pace of adoption is insane, and clearly productivity will skyrocket. Why? Because Agentic AI is 24/7 Smart AI agent working for you or your businesses is a mad compelling, and it is estimated to be 40-100x more Inference Hugnry! Many experts already said it is impossible to project this kind of Inference Demand. AI CapEx is expected to ramp up even more in 2027-2028-2029 and 2030 as Global Agentic AI is going to scale to $3-$5 Trillion TAM by 2030. The nature of Agentic is driving higher CPU/GPU ratio, with CPUs handling 50-90% of Agentic workflows. For example, The current Helios Rack: 18 compute trays per rack with 72 GPUs + 18 CPUs. The beauty of this $META and $AMD long term partnership is, that it is absolutely flexible to adjust racks to higher CPU rato or equal to service different needs. Helios rack can be easily swap to 2 GPUs 2CPUs or even CPUs only trays for dedicated orchestration/head nodes. You see, the beauty of this open rack-scale is flexibility and evolvability. If Agentic AI demand pushes much higher, AMD should be able to adjust variant trays without abandoning Heilos Rack. We can't talk just about massive Agentic AI demand without talking about the Supply side or TSMC. TSMC, AMD's primary foundry for advanced nodes ( Zen 6/Venice on N2/2nm), is addressing AI-driven shortages through massive expansions. TSMC accelerates fab construction with up to 10 facilities targeted for 2026. TSMC is accelerating its domestic manufacturing expansion, with industry sources indicating that as many as ten fabs could be under construction or preparing to begin operations across Taiwan’s major science parks. TSMC Capex: $52-56B in 2026 (up 37% YoY), with $45B already approved for new/upgraded capacities. 70-80% for advanced processes (2nm/A16), 10-20% for packaging (CoWoS quadrupling to 120-140K wafers/month by late 2026). In addition, Taiwanese companies (led by TSMC) commit to at least $250B in direct investments in US-based advanced semiconductor, AI, and energy production/innovation capacity.Taiwan provides $250B in government credit guarantees to facilitate additional investments and build a full US semiconductor ecosystem (including industrial parks). TSMC completed a second land purchase in Arizona (January 2026) for gigafab scaling, with an additional $100B+ (potentially four more modules) to further expand and qualify for tariff exemptions. AMD with secured 12GW from OpenAI and $META and massive Agentic AI will mean higher priority acess to 20-30% more wafers on TSMC advanced nodes, as TSMC has multi-year agreements with AMD for AI chips. Dr. C. C. Wei, CEO of TSMC quote: "I spend a lot of time in the last three or four months talking to my customer and then customers. Customer. I want to make sure that my customers demand are real. I talk to those cloud service providers, all of them. Their answer is. I'm quite satisfied with their answer. Actually they show me the evidence that the AI really help their business. So they grow their business successfully and he or she in their financial return. So I also double check their financial status. They are very rich." Amid shortages, the US buildout ensures AMD can ramp production of Instinct GPUs and EPYC CPUs without the constraints hitting competitors like Intel. By diversifying away from Taiwan (85% of advanced nodes today), the agreement mitigates supply disruptions, ensuring stable flows for AMD's chips. Scaling production and securing supply will matter for AMD the most in the next 5-10 years growth. The growth could be 80-100% YoY or higher; or it could be in the 60%. The aggressive TSMC supply ramp is reassuring the higher growth point. Conclusion: AMD stands at a pivotal inflection point in 2026, where the explosive rise of agentic AI demanding 40-100x more inference compute through its 24/7, multi-step orchestration positions the company to potentially triple its EPYC CPU revenue to $45-60B+ by 2028 while scaling Instinct GPUs to tens of billions annually by 2027. Agentic AI demand could push AI CapEx closer to $1 Trillion in 2027, far higher than most estimates. Dr. Lisa Su, AMD's visionary CEO, is masterfully securing supply to harness this massive demand by prioritizing operational execution and deep TSMC collaboration, ensuring readiness for the second-half 2026 AI ramp. Dr. Su has explicitly called out surging EPYC demand for agentic tasks where CPUs power head nodes and traditional workloads alongside GPUs while guiding for data center dominance through proactive capacity planning and partnerships like Nutanix ($150M investment for open agentic platforms) or providing tens of millions CPUs for OpenAI, $META, $ORCL, $AMZN, $MSFT, $GOOGL and others. Her strategy includes multi-year TSMC agreements for advanced nodes (N2 for Venice CPUs and future Instincts), diversifying beyond Taiwan to mitigate risks, and unveiling innovations like the MI455X GPU at CES 2026, which she touted as enabling "the next trillion-dollar market opportunity" in physical AI. Dr. Su's forward-looking vision predicting AI reaching 5 billion users emphasizes "AI everywhere," backed by hardware like Ryzen AI chips, all while declaring demand "going through the roof" and committing to scale without bottlenecks. TSMC's aggressive ramp-up, fueled by $52-56B in 2026 capex (up 37% YoY) and 10+ new fabs across Taiwan, the US (Arizona cluster expanding to 6+ modules with $165B+ investment), Japan, and Europe, provides profound reassurance for AMD's supply stability. The January 2026 US-Taiwan agreement committing $250B in investments and credit guarantees for US reshoring accelerates this, granting tariff relief (15% rates with 1.5-2.5x exemptions) tied to capacity buildouts, enabling TSMC to potentially double output over the decade to meet AI wafer hunger. This translates to 20-30% higher wafer allocations on key nodes, sidestepping Intel-like shortages and empowering Dr. Su's team to deliver on hyperscaler demands without disruption. Ultimately, this synergy cements AMD's leadership in the agentic era, promising sustained growth, $5T+ valuations at scale, and a resilient path forward as AI reshapes the world. This is NOT Financial Advice! Video source: AMD CES 2026

Mike

44,460 views • 4 months ago