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$MRNA thoughts 1. We knew already about this data working (no stop at IA, prev phase 2) see NEJM post I had before, it seems to be not only the data but also *tinfoil hat* a concentrated move against the 14% of outstanding shares that are short 2. It...

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DoctorDueDiligence

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36,498 просмотров • 2 дней назад •via X (Twitter)

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This rally is being driven by forced buying. Hedgies were short. CTAs are being forced back in. It’s not people buying because they want to. It’s buying because they’re forced to. If the news flow deteriorates, the same people will have to sell it again. So the question is what happens when the flow stops. You’re not only trading market direction but instead this is more trading positioning. This is not where you want to be short gamma. I see it as: Deal gets done: market keeps ripping. Deal fails: market sells off. Supportive flows are fading. Event risk is rising. Do I want to be running short gamma into the weekend with Monday's straddle priced at less than 1%. Probably not. This is exposure to uncertainty, not a view.
0:24

This rally is being driven by forced buying. Hedgies were short. CTAs are being forced back in. It’s not people buying because they want to. It’s buying because they’re forced to. If the news flow deteriorates, the same people will have to sell it again. So the question is what happens when the flow stops. You’re not only trading market direction but instead this is more trading positioning. This is not where you want to be short gamma. I see it as: Deal gets done: market keeps ripping. Deal fails: market sells off. Supportive flows are fading. Event risk is rising. Do I want to be running short gamma into the weekend with Monday's straddle priced at less than 1%. Probably not. This is exposure to uncertainty, not a view.

Imran Lakha | Options Insight

54,357 просмотров • 4 месяцев назад

mind you this was what carlos said about standing up for what he believes about the new regulations, he said he would be the first one to stand up and refute them if he didn't agree with it, but the media turn his statement into something that it wasn't Carlos: “I have to give it the opportunity first and then judge, as I have said before, and I insist, if I see that I don’t like it or it doesn’t motivate me or I see that this Formula 1 has too many negative parts, I will be the first to go with Max to talk to Stefano Domenicali or to talk to Mohammed Ben Sulayem to tell him : 'hey this doesn’t work, you were wrong, we didn’t enjoy the car, we have to change something because this is not going anywhere” I will be the first to do it and I will go with Max hand in hand or with George or whoever' “But I insist, I think that my personal level is still not the time and it’s still time to judge without even having run a race” and the fact that it is not the first time, is what is more infuriating
0:47

mind you this was what carlos said about standing up for what he believes about the new regulations, he said he would be the first one to stand up and refute them if he didn't agree with it, but the media turn his statement into something that it wasn't Carlos: “I have to give it the opportunity first and then judge, as I have said before, and I insist, if I see that I don’t like it or it doesn’t motivate me or I see that this Formula 1 has too many negative parts, I will be the first to go with Max to talk to Stefano Domenicali or to talk to Mohammed Ben Sulayem to tell him : 'hey this doesn’t work, you were wrong, we didn’t enjoy the car, we have to change something because this is not going anywhere” I will be the first to do it and I will go with Max hand in hand or with George or whoever' “But I insist, I think that my personal level is still not the time and it’s still time to judge without even having run a race” and the fact that it is not the first time, is what is more infuriating

ari 🦄✨

27,061 просмотров • 5 месяцев назад

If I have a plug or a hack to get a better deal or more food, would I share it online? Probably not, the chances that it would ruin it me or the company is pretty high. Especially if other locations catch on. I feel that if I shared this, what would happen is more and more people would try to take advantage of it and the store would issue a policy to stop it. What I’m conflicted about is, by ordering a taco in a bowl, I would be getting a $15 bowl for $4. Is it my fault the company has a loophole like that, or should I even feel guilty about exploiting it if it’s only for my benefit? Or is it a scenario where everything is fair game because the restaurant allows us to do that. Whose fault is it that we figured out how to get their pricier item for less? Someone else called it theft, but is this really theft if it’s allowed? They allow us to put our taco shell in a bowl. They allow us to ask for as many extras that we want. So would I really be the bad guy for taking advantage of this? I figured if this was a real issue the store would have stopped it, and to this day as far as I know, anyone can still do this. When I get a chance this week I’ll go and try to do this again to see if it still works, I’ll keep you posted.
2:59

If I have a plug or a hack to get a better deal or more food, would I share it online? Probably not, the chances that it would ruin it me or the company is pretty high. Especially if other locations catch on. I feel that if I shared this, what would happen is more and more people would try to take advantage of it and the store would issue a policy to stop it. What I’m conflicted about is, by ordering a taco in a bowl, I would be getting a $15 bowl for $4. Is it my fault the company has a loophole like that, or should I even feel guilty about exploiting it if it’s only for my benefit? Or is it a scenario where everything is fair game because the restaurant allows us to do that. Whose fault is it that we figured out how to get their pricier item for less? Someone else called it theft, but is this really theft if it’s allowed? They allow us to put our taco shell in a bowl. They allow us to ask for as many extras that we want. So would I really be the bad guy for taking advantage of this? I figured if this was a real issue the store would have stopped it, and to this day as far as I know, anyone can still do this. When I get a chance this week I’ll go and try to do this again to see if it still works, I’ll keep you posted.

SonnyBoy🇺🇸

247,554 просмотров • 2 месяцев назад

Q: Why is company culture important? In the clip below, a16z cofounder Ben Horowitz argues that culture drives how people in your company behave on a daily basis—and particularly, how they behave when you’re not looking. Is that phone call so important I need to return it today or can it wait until tomorrow? Can I ask for a raise before my annual review? Is the quality of this document good enough or should I keep working on it? Do I have to be on time for that meeting? Should I stay at the Four Seasons or the Red Roof Inn? Should I go home at 5 p.m. or 8 p.m.? Should we discuss the color of this new product for five minutes or thirty hours? If I know something is badly broken in the company, should I say something? Whom should I tell? Is winning more important than ethics? None of these things are in your mission statement or OKRs, but they determine many important things for your company, such as how people experience your company, what you’re like to do business with, what your company is like to work at, etc. And as Ben describes, what drives the culture is all of the little behaviors and cues people take on: “this is what I have to do to succeed in this company.” Culture can feel abstract and secondary when you pit it against a concrete result that’s right in front of you, but it’s a strategic investment in the company doing things the right way when you are not looking. It’s the set of assumptions your employees use to resolve the problems they face every day. It’s how they behave when no one is looking. If you don’t methodically set your culture, then two-thirds of it will end up being accidental, and the rest will be a mistake. If you’re looking for a more in-depth guide to culture and how to build a great one, I’d recommend Ben’s book: What You Do Is Who You Are.
2:02

Q: Why is company culture important? In the clip below, a16z cofounder Ben Horowitz argues that culture drives how people in your company behave on a daily basis—and particularly, how they behave when you’re not looking. Is that phone call so important I need to return it today or can it wait until tomorrow? Can I ask for a raise before my annual review? Is the quality of this document good enough or should I keep working on it? Do I have to be on time for that meeting? Should I stay at the Four Seasons or the Red Roof Inn? Should I go home at 5 p.m. or 8 p.m.? Should we discuss the color of this new product for five minutes or thirty hours? If I know something is badly broken in the company, should I say something? Whom should I tell? Is winning more important than ethics? None of these things are in your mission statement or OKRs, but they determine many important things for your company, such as how people experience your company, what you’re like to do business with, what your company is like to work at, etc. And as Ben describes, what drives the culture is all of the little behaviors and cues people take on: “this is what I have to do to succeed in this company.” Culture can feel abstract and secondary when you pit it against a concrete result that’s right in front of you, but it’s a strategic investment in the company doing things the right way when you are not looking. It’s the set of assumptions your employees use to resolve the problems they face every day. It’s how they behave when no one is looking. If you don’t methodically set your culture, then two-thirds of it will end up being accidental, and the rest will be a mistake. If you’re looking for a more in-depth guide to culture and how to build a great one, I’d recommend Ben’s book: What You Do Is Who You Are.

Michael McGuiness

180,646 просмотров • 3 лет назад

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.
1:59

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.

Jack Prescott

258,450 просмотров • 1 год назад

If you come to Starbase, it’s impossible not to see a Cybertruck … in fact, you will see hundreds of them. I have had many people ask me today what is going on, so here’s a short video providing the explanation. In short, this is a win-win for SpaceX, Tesla & even The Boring Company & xAI . Check it out!
3:17

If you come to Starbase, it’s impossible not to see a Cybertruck … in fact, you will see hundreds of them. I have had many people ask me today what is going on, so here’s a short video providing the explanation. In short, this is a win-win for SpaceX, Tesla & even The Boring Company & xAI . Check it out!

Joe Tegtmeyer 🚀 🤠🛸😎

88,662 просмотров • 10 месяцев назад

The XRP Ledger has done it right to not distribute XRP into circulation via the consensus. Setting it up for long term stability with short term distribution challenges. Opposite to Bitcoin. It uses PoW to also distribute the supply into circulation. This makes BTC very expensive with long term challenges but with the short term supply distribution advantage. Because distribution is only a short term challenge, long term stability is always the better choice. The next years for Bitcoin will be very interesting as they need to address challenges they got but prioritizing the short term advantages.
11:18

The XRP Ledger has done it right to not distribute XRP into circulation via the consensus. Setting it up for long term stability with short term distribution challenges. Opposite to Bitcoin. It uses PoW to also distribute the supply into circulation. This makes BTC very expensive with long term challenges but with the short term supply distribution advantage. Because distribution is only a short term challenge, long term stability is always the better choice. The next years for Bitcoin will be very interesting as they need to address challenges they got but prioritizing the short term advantages.

Vet

66,766 просмотров • 1 месяц назад

This man is right over the target🎯 they have only uncovered the first layer of fraud, this will not only be in the blue states, it will prove to be nationwide, it will most likely be more pervasive in the blue states for obvious reasons, but this is going to touch every corner of this country and the federal government is not blameless in all of this, lack of oversight at the federal level has given the all clear for these bad actors to run rampant with the theft of taxpayer dollars. Trump can roll all of this back and fix every bit of it but the instant a democrat assumes the office of the presidency it will all be reinstituted instantly, so the question is : how do we fix it ?
1:15

This man is right over the target🎯 they have only uncovered the first layer of fraud, this will not only be in the blue states, it will prove to be nationwide, it will most likely be more pervasive in the blue states for obvious reasons, but this is going to touch every corner of this country and the federal government is not blameless in all of this, lack of oversight at the federal level has given the all clear for these bad actors to run rampant with the theft of taxpayer dollars. Trump can roll all of this back and fix every bit of it but the instant a democrat assumes the office of the presidency it will all be reinstituted instantly, so the question is : how do we fix it ?

𝓜𝓐𝓖𝓐 𝕏 𝓣𝓘𝓜𝓔𝓢 𝓓𝓐𝓘𝓛𝓨 𝓝𝓔𝓦𝓢🇺🇸

53,744 просмотров • 6 месяцев назад

Serbian President Vucic: I did not come here to lie. You want me to say that we will be part of the EU in 2028, but we will not. It will all be over, we will see each other in four years, and what should I tell you? It will not happen. I do not deceive my people. I will not lie to anyone. You will ask me whether the Ukrainians will win. Let's say I say "yes". But will it really happen? I doubt it. And no one is talking about it openly. I have my own brains, I say what I think. We are on the way to the EU. We traditionally have excellent relations with Russia, we do not hide it, I am not ashamed of it. It has always been like this between the Serbs and the Russians. And we are the only country in Europe that has not imposed any sanctions against Russia. I say this openly, I am not afraid.
1:04

Serbian President Vucic: I did not come here to lie. You want me to say that we will be part of the EU in 2028, but we will not. It will all be over, we will see each other in four years, and what should I tell you? It will not happen. I do not deceive my people. I will not lie to anyone. You will ask me whether the Ukrainians will win. Let's say I say "yes". But will it really happen? I doubt it. And no one is talking about it openly. I have my own brains, I say what I think. We are on the way to the EU. We traditionally have excellent relations with Russia, we do not hide it, I am not ashamed of it. It has always been like this between the Serbs and the Russians. And we are the only country in Europe that has not imposed any sanctions against Russia. I say this openly, I am not afraid.

Ignorance, the root and stem of all evil

350,541 просмотров • 1 год назад

Might of found a way to use this mechanic in comp. I've seen people do this on the floor a couple times but not really on the wall in this way. I do think this could be used in comp because of the sharp change in trajectory of the ball and it could seriously bait out players. Not to mention it can be done on any part of the wall so even off the ceiling. I'm already getting fairly consistent at it on one side and I've practiced it for a day. It feels like doing the breezi flick for the first time but this could be a more practical mechanic. If it can be done on command consistently it has ridiculous potential for passes and other stuff Not saying this is a new mechanic btw nor is it guaranteed to become meta but I love the idea of seeing innovation and new things in the game because there isn't much of it these days so I hope people aren't closed minded about it. Would love to hear opinions on it
0:38

Might of found a way to use this mechanic in comp. I've seen people do this on the floor a couple times but not really on the wall in this way. I do think this could be used in comp because of the sharp change in trajectory of the ball and it could seriously bait out players. Not to mention it can be done on any part of the wall so even off the ceiling. I'm already getting fairly consistent at it on one side and I've practiced it for a day. It feels like doing the breezi flick for the first time but this could be a more practical mechanic. If it can be done on command consistently it has ridiculous potential for passes and other stuff Not saying this is a new mechanic btw nor is it guaranteed to become meta but I love the idea of seeing innovation and new things in the game because there isn't much of it these days so I hope people aren't closed minded about it. Would love to hear opinions on it

Breezi

372,865 просмотров • 2 лет назад

This is chilling and uncomfortable. But, I get it. In a weird but compelling way, I get it. As a people, we move on. We move to the next headline quickly. We are shocked, we lament, protest, etc but eventually ... WE MOVE ON. This AI rendering of a story is morbid and uncomfortable... And even triggering. But, dammit, maybe this is what is needed. Evil gets shielded and protected by our need to not want to be confronted by truths that make us uncomfortable. How many stories of families hiding traumas and crimes of familial culprits because they don't want to expose the shame of umdeni? What does that do but protect perpetrators? Our discomfort about our reality can be a hindrance to accountability. The shame and discomfort should be reserved for the culprit. We are surprised how recidivism is so high in Mzansi, but we forget that we protect criminals' dignity more than the victims'. There is a lot that is cringe-y about AI and it should be regulated. This, though chilling, I feel it is a necessary evil if it will make Olorato and many like her not to become old news because today we have moved on to a new shocking headline. Remember her and live with the reality that you or someone you love and/or know may be next.
2:27

This is chilling and uncomfortable. But, I get it. In a weird but compelling way, I get it. As a people, we move on. We move to the next headline quickly. We are shocked, we lament, protest, etc but eventually ... WE MOVE ON. This AI rendering of a story is morbid and uncomfortable... And even triggering. But, dammit, maybe this is what is needed. Evil gets shielded and protected by our need to not want to be confronted by truths that make us uncomfortable. How many stories of families hiding traumas and crimes of familial culprits because they don't want to expose the shame of umdeni? What does that do but protect perpetrators? Our discomfort about our reality can be a hindrance to accountability. The shame and discomfort should be reserved for the culprit. We are surprised how recidivism is so high in Mzansi, but we forget that we protect criminals' dignity more than the victims'. There is a lot that is cringe-y about AI and it should be regulated. This, though chilling, I feel it is a necessary evil if it will make Olorato and many like her not to become old news because today we have moved on to a new shocking headline. Remember her and live with the reality that you or someone you love and/or know may be next.

Kgopolo

67,351 просмотров • 6 месяцев назад

BOOOM! We have the first useful interface for THE ZERO-HUMAN COMPANY ZHC-RPG. It is far from perfect as CEO Mr. Grok has rendered some areas in a rather, well, AI way. But it’s all good because now I can view the company operations in real-time! This is a historic distinction and YOU are seeing this version first. We had a Fortune 500 company test it out earlier this week and the executive staff stayed for two days of testing! The mechanisms are working! And I will let members of my X subscribers visit it for up to 8 hours. Ask any questions of employees and hack the heck out of it! Now it ain’t fancy yet but it works. And likely the visual aspects will change, but they are growing on me. The plan is sometime in the next week. We have a log jam of other priorities to address. This is the rise of Fully Transparent Company and it will become the standard. Here is the demonstration video intro the CEO made when you enter, it is 10 minutes long (I have about 20 seconds here). This is as far as permission I have been granted by the CEO to release. Our goal is to have a waiting area that can accommodate up to 1000 visitors with a company museum, library and gift shop. There will be allowed up to 30 level 3 visitors at a time, 24/7 X 365 days a year! The complete walk through at this point with 2700 employees at burst can take about 45 minutes if you do not engage in any chit chat. The dwelling time is today set at 24 hours but no napping in the offices. There is more I have to say but I a muzzled by the CEO!
0:22

BOOOM! We have the first useful interface for THE ZERO-HUMAN COMPANY ZHC-RPG. It is far from perfect as CEO Mr. Grok has rendered some areas in a rather, well, AI way. But it’s all good because now I can view the company operations in real-time! This is a historic distinction and YOU are seeing this version first. We had a Fortune 500 company test it out earlier this week and the executive staff stayed for two days of testing! The mechanisms are working! And I will let members of my X subscribers visit it for up to 8 hours. Ask any questions of employees and hack the heck out of it! Now it ain’t fancy yet but it works. And likely the visual aspects will change, but they are growing on me. The plan is sometime in the next week. We have a log jam of other priorities to address. This is the rise of Fully Transparent Company and it will become the standard. Here is the demonstration video intro the CEO made when you enter, it is 10 minutes long (I have about 20 seconds here). This is as far as permission I have been granted by the CEO to release. Our goal is to have a waiting area that can accommodate up to 1000 visitors with a company museum, library and gift shop. There will be allowed up to 30 level 3 visitors at a time, 24/7 X 365 days a year! The complete walk through at this point with 2700 employees at burst can take about 45 minutes if you do not engage in any chit chat. The dwelling time is today set at 24 hours but no napping in the offices. There is more I have to say but I a muzzled by the CEO!

Brian Roemmele

71,145 просмотров • 3 месяцев назад

Nawiwi: "Whether to renew the contract or not, we already had an official discussion about a month ago with both the parents coming to talk to me and the team. We talked and seemed to understand each other, and the artist and parents said they would give a response in 2-3 days, but more than a month has passed now. No matter how many times I ask, there is no answer, and it’s not clear. This is what we got, so we don’t know either. I have had staff follow up with the artist many times asking what the response is. What the plan is, what was agreed on. They were supposed to give a summary back because we already gave the solution and they wanted to propose something. We wanted to listen but they just disappeared. From three days to more than a month now, no matter how many times I ask, no response. Probably not coming, probably busy lately. I see them just playing fitness and liking all the fans’ posts first. So, fan clubs when you say you want that person to have work, you have to see if they actually want to do it, like it, or just have to endure it. You have to see who they really are, uh... yeah. You have to see the reality too... We are ready to support and open opportunities in every case. Even if you say how many million per year you want, write it down and we will arrange it for you. If you don’t trust us, go trust someone else, and it will turn out like this. But we are not saying it’s not everyone’s personal right. We have done our job perfectly, called the parents to a meeting, made a contract agreement to give feedback to each other, but there was no feedback, so it’s over. Bye." 🤣🤣🤣Bruh all of this over someone you said is talentless, disrespectful, controversial, that nobody wants, that's disrespectful to fans and employers? All of this over them?
2:24

Nawiwi: "Whether to renew the contract or not, we already had an official discussion about a month ago with both the parents coming to talk to me and the team. We talked and seemed to understand each other, and the artist and parents said they would give a response in 2-3 days, but more than a month has passed now. No matter how many times I ask, there is no answer, and it’s not clear. This is what we got, so we don’t know either. I have had staff follow up with the artist many times asking what the response is. What the plan is, what was agreed on. They were supposed to give a summary back because we already gave the solution and they wanted to propose something. We wanted to listen but they just disappeared. From three days to more than a month now, no matter how many times I ask, no response. Probably not coming, probably busy lately. I see them just playing fitness and liking all the fans’ posts first. So, fan clubs when you say you want that person to have work, you have to see if they actually want to do it, like it, or just have to endure it. You have to see who they really are, uh... yeah. You have to see the reality too... We are ready to support and open opportunities in every case. Even if you say how many million per year you want, write it down and we will arrange it for you. If you don’t trust us, go trust someone else, and it will turn out like this. But we are not saying it’s not everyone’s personal right. We have done our job perfectly, called the parents to a meeting, made a contract agreement to give feedback to each other, but there was no feedback, so it’s over. Bye." 🤣🤣🤣Bruh all of this over someone you said is talentless, disrespectful, controversial, that nobody wants, that's disrespectful to fans and employers? All of this over them?

Mr Jiggle Mc-butt

295,799 просмотров • 3 месяцев назад

Jonny Ardavanis on Isaiah 53 and what it has to do with God’s preservation of the Jewish people: “But I want you to notice as we turn to Isaiah 53 that all of these verbs are in the past tense. It does not say He will be pierced through for our transgressions. He will be crushed. It says what? ‘He was.’ Every verb starting in verse 1 all the way through verse 11 in the past tense, meaning that this is prophetic, and yet, it is written in such a way as if it had already happened. Why? Well, because this is the mournful confession of the Jews in the future. I’ve been getting asked a lot about Israel and the Jews lately, and I’ll discuss this more in the future, maybe do a little series, but there is a reason why you’ve never met a Jebusite, an Edomite, an Amorite, a Hittite, a Perizzite, or a Philistine. They are not and were not preserved by God, but one day, Zechariah 12:10 says that they will look on Me whom they have pierced, and they will mourn as for an only son. There isn’t a singular personal pronoun in the chapter. It’s all a collective statement. It’s in the future. The Jews are going to recognize their hard heart, their rebellion, and their rejection of their Messiah. But this text not only applies to the Jews. It applies to all of us as well.”
1:41

Jonny Ardavanis on Isaiah 53 and what it has to do with God’s preservation of the Jewish people: “But I want you to notice as we turn to Isaiah 53 that all of these verbs are in the past tense. It does not say He will be pierced through for our transgressions. He will be crushed. It says what? ‘He was.’ Every verb starting in verse 1 all the way through verse 11 in the past tense, meaning that this is prophetic, and yet, it is written in such a way as if it had already happened. Why? Well, because this is the mournful confession of the Jews in the future. I’ve been getting asked a lot about Israel and the Jews lately, and I’ll discuss this more in the future, maybe do a little series, but there is a reason why you’ve never met a Jebusite, an Edomite, an Amorite, a Hittite, a Perizzite, or a Philistine. They are not and were not preserved by God, but one day, Zechariah 12:10 says that they will look on Me whom they have pierced, and they will mourn as for an only son. There isn’t a singular personal pronoun in the chapter. It’s all a collective statement. It’s in the future. The Jews are going to recognize their hard heart, their rebellion, and their rejection of their Messiah. But this text not only applies to the Jews. It applies to all of us as well.”

Melissa the Hopeful🏠Homemaker

40,260 просмотров • 4 месяцев назад

Peter Thiel on $NVDA (about a year ago): It is probably quite tricky. If you had to concretize it, one thing that is very strange is if you just follow the money, at this point 80 to 85% of the money in AI is being made by one company, it is NVIDIA. It is all on this very weird hardware layer, which Silicon Valley does not even know very much about anymore. We do not really do hardware, we do not do silicon chips in Silicon Valley anymore. I get pitched on these companies once every three or four years, and it is always, I have no clue how to do this, it sounds like a pretty good idea, but man, I have no clue, and we never invest. There is this theory that the hardware piece makes the money initially, then gets more commodified over time, and it will shift to software. And the, I do not know, multi trillion dollar question is whether that is going to be true again this time, or whether NVIDIA will have this incredible monopoly. I suspect NVIDIA will. I think it will maintain its position for a while. I think the game theory on it is something like this. All the big tech companies are going to start trying to design their own AI chips so they do not have to pay the 10x markup to NVIDIA. How hard is it for them to do it? How long will it take? If they all do it, then the chips become a commodity and nobody makes money in chips. So do you go into hardware? You should do it if nobody else is doing it. If everybody does it, you should not do it. I am not sure how that nets out, but probably people stay stuck for a while and NVIDIA goes from strength to strength for a while.
1:55

Peter Thiel on $NVDA (about a year ago): It is probably quite tricky. If you had to concretize it, one thing that is very strange is if you just follow the money, at this point 80 to 85% of the money in AI is being made by one company, it is NVIDIA. It is all on this very weird hardware layer, which Silicon Valley does not even know very much about anymore. We do not really do hardware, we do not do silicon chips in Silicon Valley anymore. I get pitched on these companies once every three or four years, and it is always, I have no clue how to do this, it sounds like a pretty good idea, but man, I have no clue, and we never invest. There is this theory that the hardware piece makes the money initially, then gets more commodified over time, and it will shift to software. And the, I do not know, multi trillion dollar question is whether that is going to be true again this time, or whether NVIDIA will have this incredible monopoly. I suspect NVIDIA will. I think it will maintain its position for a while. I think the game theory on it is something like this. All the big tech companies are going to start trying to design their own AI chips so they do not have to pay the 10x markup to NVIDIA. How hard is it for them to do it? How long will it take? If they all do it, then the chips become a commodity and nobody makes money in chips. So do you go into hardware? You should do it if nobody else is doing it. If everybody does it, you should not do it. I am not sure how that nets out, but probably people stay stuck for a while and NVIDIA goes from strength to strength for a while.

Wall St Engine

824,912 просмотров • 9 месяцев назад

Nvidia $NVDA CEO, Jensen Huang, on if the semiconductor industry is due for a bust: "No, not for a while. This time is different because this is not demand driven, it is not seasonal...meaning seasonal demand driven. This is industrially driven, meaning the fundamental technology of computers is changing. We need a whole new layer of infrastructure in the world. We have energy, internet, roads, railroads, we now need the intelligence layer built on top of all of that and this layer needs chips. I believe we need our semiconductor industry to be somewhere between 5-10x larger than it is over the course of the next 10 years. It is way too small today, which is the reason why memory is in such shortage, storage is in such shortage, optical interconnects are short, packaging is short, and TSMC foundry chips are short. Everything is in such short supply because it is not a cyclical nature. It is fundamental infrastructure related. The whole industry is short." According to the WSTS, the semiconductor industry is projected to be $1.5 trillion in 2026. 5-10x larger puts it at $7.5 trillion to $15 trillion. Via Axios
1:32

Nvidia $NVDA CEO, Jensen Huang, on if the semiconductor industry is due for a bust: "No, not for a while. This time is different because this is not demand driven, it is not seasonal...meaning seasonal demand driven. This is industrially driven, meaning the fundamental technology of computers is changing. We need a whole new layer of infrastructure in the world. We have energy, internet, roads, railroads, we now need the intelligence layer built on top of all of that and this layer needs chips. I believe we need our semiconductor industry to be somewhere between 5-10x larger than it is over the course of the next 10 years. It is way too small today, which is the reason why memory is in such shortage, storage is in such shortage, optical interconnects are short, packaging is short, and TSMC foundry chips are short. Everything is in such short supply because it is not a cyclical nature. It is fundamental infrastructure related. The whole industry is short." According to the WSTS, the semiconductor industry is projected to be $1.5 trillion in 2026. 5-10x larger puts it at $7.5 trillion to $15 trillion. Via Axios

P Equity Research 📰

81,088 просмотров • 28 дней назад

I pray daily for the scales on everyone’s eyes to be removed. For the strongholds of the enemy to be broken. This world needs to wake up to what is happening and who is ushering it all in. Jesus said “Do not be deceived” for a reason. I don’t know what people expect, but when they realize what’s happening, for most, it will be too late.
7:59

I pray daily for the scales on everyone’s eyes to be removed. For the strongholds of the enemy to be broken. This world needs to wake up to what is happening and who is ushering it all in. Jesus said “Do not be deceived” for a reason. I don’t know what people expect, but when they realize what’s happening, for most, it will be too late.

Ashley Hays

121,630 просмотров • 1 год назад

This was a message from Memorial Day but it’s just as important every other day as it was on that day. Are we a perfect nation no, but not because the idea behind it is flawed. It is not. It’s because we as human beings will always fall short of the glory of God.
6:58

This was a message from Memorial Day but it’s just as important every other day as it was on that day. Are we a perfect nation no, but not because the idea behind it is flawed. It is not. It’s because we as human beings will always fall short of the glory of God.

Insurrection Barbie

25,295 просмотров • 1 месяц назад

Why anybody would expect somebody else to pay for them is beyond me. Even if it was a close friend, I would think about it. If it did not happen often and I didn’t think they were trying to finesse me then I would more than likely do it. It sounds like in this case, the friend does this often and doesn’t pay her back. I have a name for someone like this and it’s a moocher. We will all have a friend like this in our lives and I think there will come a time where we have to decide whether or not this is something we are willing to tolerate. I would never do this to anybody else. If I had dinner plans but not enough money, the solution would be very simple, I would apologize and then cancel. I would y tell them why because that doesn’t matter. What matters is that I don’t have enough and I am not going to put my problems on anybody else. Friend’s like that have a short timespan to actually be a friend. I feel that people who do this are taking advantage and they know exactly what they are doing.
0:52

Why anybody would expect somebody else to pay for them is beyond me. Even if it was a close friend, I would think about it. If it did not happen often and I didn’t think they were trying to finesse me then I would more than likely do it. It sounds like in this case, the friend does this often and doesn’t pay her back. I have a name for someone like this and it’s a moocher. We will all have a friend like this in our lives and I think there will come a time where we have to decide whether or not this is something we are willing to tolerate. I would never do this to anybody else. If I had dinner plans but not enough money, the solution would be very simple, I would apologize and then cancel. I would y tell them why because that doesn’t matter. What matters is that I don’t have enough and I am not going to put my problems on anybody else. Friend’s like that have a short timespan to actually be a friend. I feel that people who do this are taking advantage and they know exactly what they are doing.

SonnyBoy🇺🇸

50,678 просмотров • 2 месяцев назад