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Sold using Pedro‘s face for my pleasure‼️ #facesitting #smother #orgasm #scissors #reverseheadscissors #sensualdomination #sub #submissive #mistress #goddess

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Yesterday, I hit 900 days sober, and I’m sharing a video of my journey to show you what’s possible if you are struggling & you break free. This is at the heart of SessionsTheFilm 🙏 Impossible without my rock, my wife Shelley holding me accountable for my actions and giving me the chance to change. Thank you. Sobriety didn’t just change my life—it made it better than I ever imagined, proving we’re capable of achieving anything once we remove the negative influences holding us back. For years, I was my own worst enemy, stuck in a cycle of bad choices, almost like the universe was reflecting that chaos back at me. If you’re drinking or using drugs to escape your life or your feelings—like I was—you’ll never find real happiness until you face yourself and build something worth sticking around for. I used to think alcohol and drugs were my problem, but they weren’t. They were my solution to the mess in my head—a habitual coping mechanism. Once I learned to cope on my own and replaced those habits with new ones, life became beautiful. In the last 900 days of sobriety, I’ve achieved so much: I sold out 60 shows on my UK comedy tour, racked up millions of views on my podcast about sobriety, and built a Facebook group with 50,000 lads that’s now a charity—Men and Their Emotions—raising funds for counseling and addiction support. I became a better father with a new baby, made my wife happy, ditched the toxic users and people-pleasing, and grew confident. I learned to box, won a Misfits match, and stopped letting manipulators intimidate me. I opened a restaurant, a podcast studio, a comedy club, and a gym. I wrote a film about my journey—men lost to mental health, women holding families together, addiction’s wreckage—with an incredible cast ready to bring it to life. But my proudest achievement? Being present for my family. My newest baby wouldn’t be here without sobriety, and nothing beats showing up for them, alive and thriving. I’ve slowly mended my mental health and anxiety, trading countless bad days for good ones. To anyone struggling: instead of escaping your life through drink or drugs, why not build a life you never want to escape? You’ve got this ❤️

Daniel O’Reilly

547,187 просмотров • 1 год назад

When I worked for Merck I sold VIOXX 💊killed perhaps 100,000 Merck clinical trials lied, covered up injury/death. 💉tetanus shot injured @joshbucky son Otto paralyzed, then my friend Nancy Henderson SEVERE face shingles, weight loss to 88 pounds (nearly died!). 💉Merck makes Hepatitis B shot, FDA lists side effects “alopecia Lupus tinnitus multiple sclerosis” autism listed as “encephalitis.” 💉Merck STILL offers Gardasil HPV shot, killed kids Elijah Mendoza (son Christopher ADEM/brain issues post-vaccination). • death of Christina Tarsell (mother Emily), can lead to autoimmune, POTS. 💉Merck makes MMR measles shot - yet MEASLES is an EFFECTIVE CANCER TREATMENT according to MAYO CLINIC, since 2014. 💉Merck makes MMR injection for babies/adults whilst FDA insert (GSK brand) lists section 5.6 this shot is the cause of community shed&spread out of nose/throat, warns to “stay away from immunocompromised” can cause autism section 6 “encephalitis meningitis cerebellitis.” 💉Section 6 lists side effects: pneumonia, measles! 💉GSK brand warns MMR shot may not even work: “5.6 Limitation of Vaccine Effectiveness” 💉Autism&risk of being paralyzed section 6.2 “Encephalitis, cerebellitis, Guillain-Barré, transverse myelitis, peripheral neuritis, afebrile seizures.” 💉Pharma Mafia got my account deleted. Hope you can help me get back to 18,000 followers by sharing/hitting my wall alert 🔔 bell. I left Merck to teach how to likely heal terminal cancer using immune mobiles for NK cells, autism using chlorine dioxide, next is ALS/Parkinsons, protocol here FOLLOW Liza Rosen Secretary Kennedy Steve Kirsch Rob Schneider 🇺🇸 Insurrection Barbie Erin Elizabeth Health Nut News🥜 Dr. Urso Camus FOLLOW Pfizer-bereaved PARENTS Ernest Ramirez Shanna Carroll Justice4Caitlin Diane Carriere

Amalya Pharma ™

17,094 просмотров • 27 дней назад

Streetopia - Get Out Of Reet 🎬 Introducing the initial installment of an evolving tale brought to life by Generative AI. This captivating narrative has emerged from numerous poorman experiments and showcases the potential for an ongoing series of bite-sized episodes, each lasting under a minute. How I did do it? 1. All 3-4 shots of me are on green screen. 2. Backgrounds were created in a photo editor using stock pictures. Mostly stitched. Different aspect ratios. 3. I downloaded static 3D models & Animated models (greenscreen/alpha) and played with them in my motion graphics editor. Filled in some storefront windows with more videos. 4. Did some masking magic, camera movement, and played with layers and depth... for example, I masked the sky to add a storm and t-rex 🦖 5. Sent individual clips to Superstudio (in 4k) 6. Exported favorite renders (in 4k) and sent them to my video editor for choppin', sound design (poppin'), and voiceover (in 4k). See thread for examples. Challenges: • I wish I had a treadmill to actually look like I'm walking. • I was lucky with frame consistency. Except for the wide shot that fuzzed my face (me on the couch). I re-did the shot on Kaiber in a close-up and manually key-framed my face on that wide shot. • I couldn't do much about the buggy eyes in the last clip. • No butterflies were harmed in this video. How long did it take: • A day and a half with tons of happy accidents • How long will it take you? Probably much longer if you don't know how to shoot, edit, design, composite, edit sound, or know where to look for assets. But it's not impossible! What's the plan? To continue the story while still learning and experimenting along the way. This is a much longer process. Very tiring. Might try doing it weekly or bi-weekly. What's the story about? In the quest to escape Reet, everyone yearns for freedom. Ricardo, however, carries a hint of cynicism. He finds pleasure in the disorder and may seem reluctant to lend a hand. Nevertheless, the encounters with diverse characters along his odyssey will ignite a transformation within him, although not without challenges. Gradually, he will come to realize the profound truth: "Helping others is away is a way of helping ourselves." HQ Video: #GenerativeAI #ArtistOnTwitter #aiartcommunity #AIArtistCommunity #video2video

Sway Molina

49,677 просмотров • 3 лет назад

a $100M founder told us his exact meta ads strategy on mic and my CPMs dropped 50% the same week. here's everything we covered: 1. bid caps are the meta ads cheat code nobody talks about. set your budget to something insane like $1M/day and your bid cap to the max CPA you'll accept. it signals to zuck you've got big balls and opens up the entire auction. my CPMs dropped 50% overnight and I went from burning cash at $1K/day to printing at sub 2 ROAS. if you're raw dogging meta with no bid cap you're lighting money on fire. 2. the $500/week creative team hack. post a job on upwork, get 50 replies, filter to 10 decent ones, pay each $50 for a paid test project. 7 will suck, 3 will be great. you just hired a full ad creative team for $150 in test costs. they care about their star rating so if they bomb you just ask for a refund. tom's pumping out 10-15 ads per week with this setup. 3. AI avatars are replacing UGC creators but most people are doing it wrong. don't just tell chatGPT "generate a girl in a park" — it looks AI as hell. screenshot a viral tiktok, feed it to chatGPT image gen, ask it to keep the same background and lighting but change facial features and clothing. the ads that convert are the ones you can't tell are AI. 4. I'm making $50K/mo from one SEO page. ranked for a top keyword in my industry, sold the #1 spot to a competitor for $14K/mo, put myself at #2, and filled slots 3-8 with affiliate offers pulling $5K/mo. plus $30K/mo from my own offer. one page. purely organic. 5. hire from pakistan. not a joke. $100/page shopify devs that are cracked. entire teams doing cashflow management. the philippines got complacent — pakistan and bangladesh are the new alpha. train them with claude, throw them in the deep end, and they'll 10x output because they have zero ego about using AI. 6. the best heuristic for teaching anyone AI: don't think, just ask. outsource your thinking but never outsource your knowledge. your VA doesn't need to be smart — they need to follow instructions and not have ego about asking a machine for answers. that combo beats a $150K/yr employee who "prefers to think with their brain." 7. AI layoffs are just starting. coinbase drama. cloudflare cut 2000 citing AI directly. the dream job kids — CS degree, S&P 500 company, mid six figures with options — they're the ones getting cut first. meanwhile landscapers, barbers, and locksmiths are thriving. tom is bullish on businesses that require hands. ep 4 of NGMI with Tony Yu and Tom Wang watch/listen ↓

Jacky Chou (buying online businesses up to $1m)

77,071 просмотров • 2 месяцев назад

‼️Benny Johnson is Lying PIG.🤥🐖 Multiple people who were actually inside the courtroom today — including Billie Webb , ELIZABETH LANE , and Brandi Siciliani — have confirmed that what Benny is claiming is false. Benny said they played “high definition 4K video” where you could clearly see Tyler Robinson’s face and his movements on the rooftop. That did not happen. What was shown was mostly previously released security footage. Only a few new clips were played, and none of them were the crystal-clear, zoomed-in footage of Tyler Robinson that Benny is describing. There was also no high-quality footage shown of anyone actually taking the shot. Benny’s video is heavily edited with multiple cuts, which is usually a sign someone is struggling to keep their lies straight. He’s pushing a narrative that simply isn’t true. This is coordinated. Erika Kirk’s team wanted the public to believe explosive new evidence was shown in court. Benny conveniently shows up on the final day, films a misleading video, and then runs straight to Fox News to repeat it. Benny Johnson isn’t a journalist. He’s a mouthpiece who will say whatever benefits TPUSA and Erika Kirk to protect his access to the Trump admin. The fact that he’s now doing follow-up videos demanding skeptics “present evidence” is ridiculous — we’ve been laying out evidence for 10 months. Scroll my timeline. Scroll Candace Owens. Scroll Baron Coleman. The receipts are there. Benny, you’re a sad, desperate man who sold out whatever integrity you had left.

Project Constitution

86,456 просмотров • 5 дней назад

#PostOfficeScandal The former General Counsel at the Post Office 'Jane Macleod' who refuses to co-operate with the Post Office Horizon IT Inquiry is challenged by BBC reporters Katy Watson & @esylltcarr BBC challenges ex-Post Office lawyer in Australia ‼️ The Post Office’s most senior in-house lawyer when it fought the landmark case brought by Alan Bates and other sub-postmasters has been challenged by BBC News in Australia (BBCaustralia ), after she refused to appear before the public inquiry into the Horizon scandal. A BBC team questioned Jane MacLeod, who was the Post Office’s General Counsel between 2015 and 2019, while she was walking her dog outside her home in Sydney. She replied with “no comment” when asked why she wasn’t attending. She had been due to give evidence this week. “It’s unsurprising, but it speaks volumes,” says Jo Hamilton (Jo Hamilton ), one of the wrongly convicted former sub-postmasters. “If she was determined to help the inquiry, she’d be there,” she added. 'An important witness' Born in Australia, Jane MacLeod returned to live there in 2020. Last month Sir Wyn Williams, chair of the Post Office Horizon IT Inquiry (Post Office Horizon IT Inquiry ), revealed that while Ms MacLeod had submitted a witness statement, she had decided not to give oral evidence, despite being asked to do so. The inquiry heard that the reason, offered by Ms MacLeod’s lawyers, was that given the passage of time, she considered her written statement was the best evidence she could offer. Since then, Ms MacLeod has not responded to BBC requests for comment. Sir Wyn said that even before seeing her written evidence, he’d decided that Ms MacLeod was “an important witness” from whom he wished to hear in person. He added that despite the offer to have her travel and accommodation expenses covered, Ms MacLeod “has made it clear that she will not co-operate with the inquiry by providing oral evidence”, either in person or via video-link. However, Sir Wyn explained that his options to force her to attend were limited because she lived abroad. Under the Inquiries Act 2005, witnesses can be legally compelled to give evidence – but this only applies to UK nationals. In her written statement to the inquiry, Ms MacLeod says: “I am very aware that the decisions in which I was involved during my time at Post Office Limited regarding the group litigation and the investigation of Horizon's performance and robustness have had implications for many sub-postmasters and their families.” She adds: “I regret that this has happened and apologise to those so affected for the adverse outcomes they have suffered.” She is so sorry, that she cannot be bothered to attend and face the music🎶 #MrBatesVsThePostOffice #MrBates #MrBatesVsPostOffice #MrBatesPBS #PostOfficeInquiry #MacLeod #JaneMacleod #awol Nick Wallis @GouldsBlog Rosie Brocklehurst Kate Osborne Marion Fellows Kevan Jones Darren Jones MP Jonathan Reynolds Prem Sikka Dan Neidle

Christopher Head OBE

41,615 просмотров • 2 лет назад

I am VERY Skeptical About Collagen… This might be an unpopular opinion, but IMO collagen supplementation has not been shown to have clear benefits A new meta-analysis (PMID: 40324552) looked at this skin elasticity and aging & determined there was a positive effect of collagen supplementation on skin aging… BUT The researchers did a sub-analysis where they separated the results into those studies sponsored by companies that sell collagen products vs. those studies that were not sponsored by those companies. They showed that the studies funded by companies selling collagen had positive effects but the studies that were funded independently did NOT show significant beneficial effects indicating that there may have been bias influencing these results Now there was still a small positive effect of collagen on these outcomes but I am unconvinced that this is not simply an effect of increased protein overall In this study (PMID: 40523226), healthy adults were given 30g of hydrolyzed collagen or 30g of matched free amino acids post workout & the researchers examined rates of muscle protein synthesis (MPS), connective tissue protein synthesis (CPS), & skin protein synthesis (SPS) Spoiler alert: collagen supplementation FAILED to increase MPS, CPS, or SPS This is not surprising to me since other studies have demonstrated that collagen does not increase CPS compared to regular ol’ whey protein (PMIDs: 37202878 & 39086044). I am not sold on collagen at all as it has a horrible amino acid profile (way worse than any plant protein) & even high doses of it do not increase MPS or CPS (PMID: 40523226). IMO it’s a waste of $ & you can get as good or better results by using whey protein & wearing sunscreen If you love research breakdowns like this make sure you subscribe to my research review, REPS. Each month we break down 5 studies in a simple, easy to understand way without unnecessary scientific mambo jumbo. We tell you what they tested, why they tested it, what they found, & what it means for YOU. At less than the price of a weekly coffee, it’s the best way to level up your brain & body gains. Hit the link in my bio to subscribe today

Layne Norton, PhD

29,222 просмотров • 10 месяцев назад

💣 FBI agents, Muslims blast Zohran Mamdani's embrace of radical imam as 'foolish' and 'dangerous' 🔗 Read my new Fox News article here: 💣 I don't know if you remember the first World Trade Center attack. I do. It was Feb. 26, 1993, and across from the offices of the Wall Street Journal, where I worked in the Washington, D.C., bureau, a man attempted to blow up the World Trade Center towers. 💣 Sound familiar? 💣 It was the same plot -- but by ground -- that was "successful" on Sept. 11, 2001. 💣 Why does it matter today? 🕌 Because New York City Democratic mayoral candidate Zohran Mamdani on Friday embraced an imam, Siraj Wahhaj, who served as a CHARACTER WITNESS for Omar Abdel Rahman, the so-called "Blind Sheikh -- who lectured at Wahhaj's Brooklyn mosque, Masjid Al-Taqwa while plotting the 1993 scheme that murdered six innocents and injured 1,042 civilians at the World Trade Center. 🕌 On Friday, Mamdani walked into that same mosque in Brooklyn and embraced Wahhaj, posting a photo with both men's arms around each other, beaming, and he shared this message: "Today at Masjid At-Taqwa [sic], I had the pleasure of meeting with Imam Siraj Wahhaj, one of the nation’s foremost Muslim leaders and a pillar of the Bed-Stuy community." 🕶️ Two retired FBI agents who investigated the 1993 World Trade Center bombing are questioning Mamdani's embrace of Wahhaj, who has also raised legal defense funds for convicted terrorists. 🕶️ One of the retired FBI agents, Frank Pellegrino told me “Either he doesn’t know who Wahhaj is or he doesn’t care. Whichever it is, Mamdani looks foolish.” 🕶️ The other retired FBI agent, John Anticev, the FBI’s lead case agent on the 1993 attack, echoed the concern, telling me: “Everybody in politics should be aware of the people whose endorsement they’re getting. Imam Siraj Wahhaj has endorsed a radical agenda.” ❓Why should we pay attention to these retired agents? 💣 For decades, these agents have chased extremists around the world. I know Frank Pellegrino because he tried to arrest Khalid Sheikh Mohammed for his involvement in the 1993 WTC attack but Qatari officials tipped him off. It was KSM's NEPHEW, using the pseudonym "Ramzi Yousef," who blew up a rented car below Tower One. 💣 Here were the demands that Ramzi Yousef sent to the New York Times in a letter: 1 – "Stop all military, economical, and political aid to Israel." 2 – "All diplomatic relations with Israel must stop." 3 – "Not to interfere with any of the Middle East countries interior affairs." 💣 Sound familiar? They're the same demands of Mamdani's Students for Justice in Palestine National Students for Justice in Palestine and DSA. 💣 KSM escaped Qatar to be able to plot from Pakistan a second attack on the World Trade Center -- the 9/11 attack -- and then months later in 2002 behead my friend and Wall Street Journal colleague, Daniel Pearl. 💣 Frank Pelligrino interviewed KSM in Guantanamo where he confessed to murdering Danny with his "blessed right hand." ❓ Why does all this matter today? 💣 Let me say this point of fact again: Siraj Wahhaj served as a CHARACTER WITNESS for the Blind Sheikh. He has also raised funds for Aafia Siddiqui (“Lady Al Qaeda”), called America “a garbage can,” and once urged U.S. Muslims to “elect our own emir.” He’s preached that democracy can be used as “a weapon to use in the cause of Islam.” 📹 Watch the video I'm sharing see the ideology of islamism, or political Islam, that Siraj Wahhaj embraces -- and now hopes to see realized with his endorsement of Mamdani. ❓ What do Muslims who reject Wahhaj's interpretation of political Islam, or Islamism, say? In my article, I interview Muslims who reject this interpretation of Islam, and they, too, blast Mamdani for this alliance with an Islamist interpretation of their faith. This is what they say... 🔹 Dalia Ziada - داليا زيادة, Washington, D.C., coordinator and research fellow at the Institute for the Study of Global Antisemitism and Policy ISGAP, says: “By embracing Wahhaj, Mamdani is sidelining moderate Muslims and normalizing extremist ideology.” 🔹 Soraya Deen Soraya M. Deen, MA, founder of the Muslim Women Speakers Movement and cofounder of CLARITyCoalition, says: “It’s dangerous for America and for Muslims.” 🔹 In the mosque photo, no women appear — because Wahhaj bans them from praying in the main hall, promoting an interpretation of Islam that women tempt men. “Despite the gender jihad women face worldwide, Mamdani poses with the men suppressing women’s rights,” said Deen. 🔹 M. Zuhdi Jasser, president of the American Islamic Forum for Democracy, says: “There’s nothing more clarifying about Zohran Mamdani’s danger than his friendship with known anti-American jihadi Imam Siraj Wahhaj....It tells you everything you need to know.” 🔗to the 1993 bombing court case files, including Siraj Wahhaj's defense of the Blind Sheikh and his admission to raising legal defense money for another man involved in the 1993 bombing, El Sayyid Nosair. You'll see the prosecutor's letter that Siraj Wahhaj "may" be an unindicted coconspirator because of his ties to the men behind the WTC attack; he wasn't prosecuted but he was on the radar of law enforcement officials for his close ties to the "Blind Sheikh" and his coconspirators:

Asra Nomani

20,083 просмотров • 9 месяцев назад

Is this what we call a civilized nation with high morality, ethics, and civilization? I urge all Cambodian compatriots not to engage in such disgraceful acts, which are inhumane and even worse than those of animals. Regardless of whether this video was made by a human or by AI, it clearly displays immoral behavior regardless of nationality or group. Recently, some of our compatriots asked me to create content featuring photos or portraits of the Thai King, where participants would shoot at the images to win prizes, just as some Thai nationals have been doing. I responded that if we believe their actions are wrong, then we should not compete in wrongdoing. There is no value in replicating such inhumane behavior, which is worse than what animals would do. I further explained that their intention is to provoke me, to cause me to lose patience during this fragile ceasefire, or at the very least, to incite some of our military forces and our people to retaliate and stir conflict. I sincerely appeal to all our compatriots not to use the portrait of the Thai King or images of any Thai leader in any inappropriate or disrespectful manner. Although our country is small, our population limited, and our economy weak, we must not be weak in morality. We must remain a dignified nation with high moral values. If you are hurt by or unhappy with Thailand, please refrain from purchasing Thai goods and stop using the Thai baht in Cambodia to strengthen our national monetary independence. Please do not take any actions that would affect Thai companies or Thai citizens who are living and working in Cambodia. I still believe that the majority of Thai people do not want to be enemies of the Cambodian people. Some people in Thailand, including some Thai leaders, are making inaccurate assessments of Cambodia’s economy, saying the country is facing hardship following the Thai border closures due to a lack of consumer goods. I should thank the Thai leaders for unintentionally doing us a favor. Cambodia has spent no less than five billion US dollars annually to purchase Thai products. Redirecting this spending to local products would provide a market and opportunity to strengthen the Cambodian economy. We never asked for Thai products to be sold in our markets. We paid for them. Thai leaders must not misunderstand or continue to belittle Cambodia. We know Thailand is wealthier than Cambodia, but you should also acknowledge that we spend money to buy your goods, which contributes to income for the Thai people. To Thai sellers who used to trade in Cambodia, please do not be upset at losing a major customer. This is not Cambodia’s fault. Finally, I want to inform our people, especially those living near the Thai border, to urgently exchange Thai baht for riel or US dollars, because in the near future you may face heavy losses. The baht could become a point of vulnerability, used for pressure, just as we’ve seen in past situations involving electricity, internet, and fuel. Switching from the baht to the riel helps strengthen the financial sovereignty of our nation. I would like to attach a video in which a Thai national displayed my photo to shoot at in order to win prizes.

Hun Sen

23,503 просмотров • 9 месяцев назад

$AMD is easily a $1,200 stock IMO| CPUs TAM 🧵 Not Financial Advice! DYOR! In this thread, I want to discuss the actual TAM for CPUs data center for just 2026, where many are giving different ranges, where I don't agree with. I will explain in detail why I disagree with these research firms and financial analysts using Math. And this thread should not be treated as Financial Advice. I'm just explaining my research and thought process so we can have a discussion. In 2024/2025, I gave out $620 PT for FY2026 was too conservative for AMD potential. At the time, It was early and many were just laughing, that PT was unrealistic and the AI world is run on GPUs only. Today, most of these folks are laughing with me. That is ok, I dont offer financial advice, and I do not need everyone to agree with me. I respect other opinions. If you enjoy this kind of thread, slap the like/repost/bookmark. If you want to support my work further and gain more in-depth analysis, consider subscribe! In early 2026, hyperscalers, enterprises, and OEMs are scrambling as Intel and AMD server CPUs are largely sold out for the year, with prices jumping 10–20% and lead times stretching from weeks to months (or longer for certain SKUs). What was once a GPU dominated story has flipped: the shift to explosive Agentic AI with its multi-step reasoning loops, tool calling, multi-agent orchestration, real-time data movement, and reinforcement learning, is dramatically tightening CPU:GPU ratios from the old training-era 1:4–8 all the way to 1:1 to 5:1 or even CPU-heavy configurations. CEOs across NVIDIA, AMD, Intel, Google, Meta, Microsoft, and public companies have been sounding the alarm on CNBC, Bloomberg, and earnings calls. CPUs are “cool again,” and in many agentic deployments they are becoming the new bottleneck alongside (or even ahead of) GPUs and custom ASICs. In 2025, roughly 12-15m AI GPUs + AI ASICs GPUs shipped, and is expect to be 15-20m units by 2026, where it suggesting Training demand is not going away. The actual TAM is structural, multiplicative demand that has already forced AMD to double its long-term server CPU TAM forecast to >$120 billion by 2030 (>35% CAGR), with Dr. Lisa Su noting Q2 2026 server CPU sales expected to surge 70%+ year-over-year and demand “far exceeding expectations.” At the same time, AMD’s secured 30–40% share of TSMC’s initial 2nm capacity (behind only Apple’s >50%) positions it to ramp Zen 6-based EPYC Venice exactly when this agentic wave hits hardest but even that aggressive five-fab 2nm expansion (with plans scaling toward 11 total advanced facilities) cannot instantly close the gap in the near-term. Supply constraints on wafers, advanced packaging, and power are compounding the squeeze, just as hyperscalers forward-buy and lock in long-term deals. 1. The actual potential TAM Various sources and institutions are giving $50-$160-$200B CPUs TAM toward 2030, and i disagree, where supply is severely behind vs Demand by at least 2-3 years or even longer by some estimates. The actual TAM will probably be 15-20m for FY2026. The typical average selling price from low to high end is $5,000 to $15,000, but due to rising memory, and different inflationary pressures on Semi, it would be more logical to think between $7,000-17,000. A. CPU:GPU Ratio at 1:1 A basic calucation at mid range =12,000 x 15-20m CPUs= $180-$240B TAM B. CPU:GPU Ratio at 5:1 = $12,000 x 75m-100m CPUs= $900B-$1.2T TAM Of course TSMC cannot even supply 20% of this massive inflection TAM in 2026. But do we think of Demand for TAM or Supply for TAM? Hence we are seeing massive 2nm Ramp from TSMC for $AMD. IMO, conservatively, I would take down 15-20% on 1:1 or $135-$192B TAM for just 2026. Im not even talking about 2030. We are just months into this, it is impossible to estimate Cagr atm, but this is 1-5 agents running tasks, I wrote a thread on 24/7 autonomous agents thread, where companies could use 50-250 agents to run tasks for them 24/7. It would require a different structural CPU:GPU to bring down the cost of token as well as handling the Orchestration bottleneck. GPUs would be useless and sit idle waiting for CPU due to highly CPU-intensive nature. The cost per Million tokens must come down more rapidly for this 50-250 autonomous agents to work, otherwise the token cost would be too enormous. Helios Rack is estimated to bring inference cost down to $0.0003-$0.0005/M tokens with 18 EPYC Venices along with 72 MI455x and other chips+ Components. A heavier or CPUs dense rack would bring down inference cost further. EPYC Verano(2027 gen 7 AI-optimized) is expected to drive inference costs meaningfully lower than the Venice baseline likely to the $0.00002–$0.00025 per million tokens range (or even sub-$0.00015 in highly optimized agentic/batch workloads). Verano have higher core counts than Venice, LPDDR5X SOCAMM2 memory support, more AI optimized and Next-Gen rack density & efficiency. 2. $AMD secured at least 30-40% of TSMC 2nm capacity and Memory from Samsung through 2028-2030. 2 2nm fabs are entering ramping phase toward 60-65k wafers per months and 5 dedicated 2nm fabs entering mass production/ramp in 2026. Will link sub threads below if you are interest for full detail. Apple is reported to secure 50%+ 2nm capacity for Iphone 18 and Mac chips and AMD secured at least 30-40% capacity while $NVDA $AVGO $ARM $AMZN $GOOGL and others are on 3nm. This broader aggressive ramp from TSMC to target up to 11 fabs is to address $AMD massive growth ahead. Where $ARM is facing massive CPUs supply constraints as they have to compete with other Mega Cap players on 3nm allocation. And $INTC is also facing supply constraints for data center CPUs and PC per management with lead times extrended to longer than 12 weeks. Dr. Su is aiming for higher than 50%+ Market share, and I believe it is achievable in 2026 or 2027 as AMD has the strongest CPUs offerings. Dr. Su did not want to take advantage of the shortage and she said during the Q1 earning call, AMD is prioritizing Units shipped while guiding margin to be inching 60%. If Jensen were in charge, I'm sure margin would be 70-75% in this kind of severe CPUs shortage condition. But that is not how Dr. Su operates for more than a decade. She wants most market share. So we will see it in revenue growth, but as TSMC ramps faster and faster, AMD Operating and FCF margin will massively improve vs prior decade. A significantly higher margin profile than before. 3. How I came up with $1,200 withint 12-18 months? At $1,200/ share, that would be around $2 Trillion MC. I expect FY2027 revenue to be $124-$144B where data center revenue dominates overall revenue. AI GPUs: I will stick to the lowest end so show u that I'm conservative at $18B for each GW vs $NVDA Rubin is $30B+ (most likely Helios Rack in the $20B+ due to memory price rising). We know deals with OpenAI and Meta are around 12GW and additional multi-customers at multi-GW scale were hinted and will be revealed as we get to July 22-23 2026 Advancing AI event. For now I will conservatively add a bit more to this model. (3-6GW Helios Rack Range) EPYC Venice is reported to be in $15,000-$20,000. However large customers will likely to enjoy $10-$12k discount. I expect AMD to be able to ramp 7m EPYC Venice for entire 2026 and 3-4m of EPYC Verano(higher price than Venice). If we take an average selling price of $10,000 to be on the conservative side. Take down another 30% to be even more conservative on projection. I like to be conservative. That would be ~ 7m EPYC CPUs(Venice + Verano) for FY2027 or 583,000 units per month or 15,000 additional 2nm wafers per month which is completely reasonable for current TSMC Ramp, and I may be too conservative here. EPYC Verano and MI500 series will also be on 2nm. AI GPUs: 3GW x $18B= $54B EPYC CPUs: $10k x 7m CPUs= $70B = Data center revenue alone is $124B Other segments= probably in the $20-$25B FY 2027. FY2027 revenue = $124-$149B At 7m EPYC CPUs for entire 2027, that would be more than 50% market share when we comp it to availability from supply side, not from total Demand. It is possible that TSMC could significantly ramp even more capacity in 2027, so we will see. Metric Q1 2026 FY2027 Gross Margin 55-56% 60-62% Operating Margin 25-26% 32-35% Net Income Margin ~22% 26-30% FCF Margin 25% 28-30% At $124-$149B Revenue FY 2027 Net Income would be $32-$44B EPS would be $20-$27 (GAAP) Non-GAAP would be $25-$31 At $1,200 a share or $2T valuation that would be: 13.4-16x Price to Sales (P/S) 38-48 P/E At this kind of growth of AI SuperCycle, I think it is very reasonable valuation. If we use today at $406/share or $661B MC: 2027 P/S = 4.4x-5.3x 2027 P/E = 13x-16x Is AMD today expensive or cheap to you? Above is already a very conservative where I trimmed 20-30% of doable units. Meaning, there could be upside if TSMC is able to ramp meaningfully like they are planning. Conclusion: A $1,200 per share valuation IMO for AMD in FY2027 is not expensive at all; it is, in fact, conservative when viewed against the structural explosion in agentic AI demand we have mapped out. With server CPU TAM potentially scaling into the $100–$200B+ range in just CPU:GPU 1:1 Ratio for just 2026. AMD positioned to capture 50%+ share thanks to its 2nm TSMC allocation advantage and full-stack leadership, the company could realistically deliver $124–149B in total revenue and $25–$31+ non-GAAP EPS. At those levels, $1,200 implies a 2027 P/E = 13x-16x. Entirely reasonable for a company that will have become the clear Inference Queen (and in many workloads the preferred) AI infrastructure provider, with operating margins expanding above 30% and tens of billions in high-margin rack-scale AI revenue. Dr. Lisa Su was right presciently so about the Agentic AI inflection all the way back to her early 2022–2023 commentary on the coming shift from pure training to inference and orchestration-heavy workloads. While the broader market only fully woke up to this in 2026 when she doubled AMD’s long-term server CPU TAM forecast to >$120B by 2030 (with >35% CAGR), Dr. Su and her team have consistently positioned the company at the center of the CPU renaissance. The explosive demand we are seeing today, sold-out lines, rising ASPs, and hyperscalers forward-buying entire gigawatts of Helios-class systems is exactly the outcome she forecasted years ago. Not Financial Advice! DYOR!

Mike

301,322 просмотров • 2 месяцев назад

Fellow Kenyans, If you have followed me for a while, you are aware of the work I do around corruption and the insane level of pilferage and wastage happening in our governments. Particularly at the county level. I have covered many, many counties. Check out my PL for analyses of Turkana, Siaya, Nakuru, Murang'a, Kajiado, Tana River, Kilifi, Mombasa, Migori, Mandera, Wajir, Kakamega, etc. I have also covered Kiambu County Kenya. - my home county. I have told you in no uncertain terms that Kiambu County governor Governor Kimani Wamatangi, EGH 🇰🇪 is one of the most corrupt governors in Kenya. And I tell you this, as a direct victim of the County Government's insane level of corruption. In late 2023, I applied for a permit to construct a block of apartments in the county. I submitted every single document required. In a period of around 3 weeks, Kiambu County Kenya. provided an invoice for the said services - that differed by over KSH 100,000 even though the underlying fact pattern was exactly the same. The county government agent was also the same. The only thing different was the day. When I escalated the issue and sought an explanation, I was told to pay the smaller invoice and not make a big fuss about. What this tells you is that, the county government is a den of debauchery where services are sold to the highest bidder. Immediately after, Kiambu County Kenya. - through Governor Kimani Wamatangi, EGH 🇰🇪 and the CEC overseeing licensing and physical development - a charlatan by the name of Ms. Salome, confiscated and hid my documents for 7 months! I was then approached by Kiambu County Kenya. officials who offered to help, but only after I pay them a bribe. They shook me down for KSH 40,000 and my documents immediately re-appeared. Last year, we were all treated to drama of the century when Tatu City held a press conference to detail a shake down of Tatu City whereby Governor Kimani Wamatangi, EGH 🇰🇪 and his sidekick (or sidechick) Ms. Salome were demanding KSH 4 billion in bribes in order for the County Government to do its damn job and approve Tatu City's development plan. Through this shakedown, Governor Kimani Wamatangi, EGH 🇰🇪 and his sidechick have managed to deprive the citizens of Kiambu economic opportunities - jobs, contracts, etc. This, in a county where the 18-34 years of age bracket faces a 67% unemployment rate, and a generation of young Kenyans have lost all hope and are consumed by alcoholism due to lack of economic opportunities. So, waking up today to see news of Governor Kimani Wamatangi, EGH 🇰🇪 's arrest for his corruption did not surprise me one bit. None one bit. The surprise to me came when I saw the alleged total of his corruption - KSH 1.5 billion. Which is the understatement of the century. I therefore thought it makes sense to summarize my previous audit findings of Kiambu County Kenya. for anyone who has been hiding under a rock and missed that information. I also attach a couple of media files for you. Attachment 1 shows Governor Kimani Wamatangi, EGH 🇰🇪 from earlier today at EACC offices. Attachment 2 shows Tatu City describe allegations against Kiambu County Kenya. and Governor Kimani Wamatangi, EGH 🇰🇪 In Clip 3 - you will hear me talking to Kiambu County Kenya. officials who, about the insane level of corruption in the county, and they confirm all of it is true. The last picture shows a summary of the total financial malfeasance. Over KSH 10 billion. Here is a summary: Across two consecutive years, Kiambu County Kenya. has demonstrated entrenched patterns of financial mismanagement, gross inefficiencies, and outright theft. The Auditor-General issued an adverse audit opinion in 2022-2023 due to unreliable financial statements, missing documentation, unsupported expenditures, and fraudulent activities. Audit findings are summarized under the following categories: (1) Missing or Potentially Stolen Funds – Funds lost due to irregular payments, unexplained variances, and unauthorized transactions. (2) Wasted or Inefficiently Used Funds – Funds allocated but not effectively used, often tied to poor project implementation, overspending on salaries, or stalled developments. (3) Unaccounted or Unsupported Funds – Funds disbursed without audit-proof documentation, rendering verification impossible. 1. Missing or Potentially Stolen Funds Across both years, Kiambu County was unable to explain or document billions of shillings, raising red flags of potential embezzlement and systemic fraud. Key Issues & Figures (1) Unexplained Transfers to Government Units >>>Kshs.615.2 million (2022/2023): County claimed transfers to other agencies, but the entries lacked documentation or logical basis. (2) Voided IFMIS Transactions (2023/2024) >>>Kshs.921 million in canceled payments had no justification or authorization from Treasury, suggesting manipulation. (3) Payroll and Retirement Fraud (Both Years) >>>Kshs.102.7 million in unexplained/artificial salary arrears (2022/2023), including 20 employees paid over Kshs.500,000 each. >>>96 employees retained after retirement age (2023/2024). >>>Kshs.243.9 million lost to irregular promotions and acting appointments. (4) Fake Agricultural Inputs (2022/2023) >>>Kshs.27.85 million paid for fertilizer and chicks that were never delivered. (5) Bank Account Variances (Both Years) >>>Kshs.383 million in unreconciled bank balances (2022/2023). >>>Kshs.118 million (2023/2024) in unexplained differences between cashbooks and actual bank statements. (6) Outstanding Imprests (Cash advances) Kshs.25.8 million (2023/2024) in unreturned advances—some held since before 2022. Total Missing or Potentially Stolen Funds: Kshs.2.44 billion 2. Wasted or Inefficiently Used Funds Instead of using public funds for service delivery, Kiambu County wasted massive sums on inflated salaries, stalled projects, and poor budgeting. Key Issues & Figures (1) Excessive Spending on Salaries (Both Years) >>>In 2022/2023, 61% of total budget went to compensation—far above the legal 35% limit. Governor Kimani Wamatangi, EGH 🇰🇪 and Kiambu County Kenya. spent 61% of revenue on 1% of the county population, its politicians, friends, and staff. >>>In 2023/2024, the wage bill hit Kshs.6.29 billion, while services crumbled. (2) Minimal Development Allocation (2022/2023) >>>Only 11% of the Kshs.17 billion budget went to development. (3) Underfunding and Underspending (2023/2024) >>>County received Kshs.11.95 billion, short of its Kshs.15.99 billion budget. >>>Kshs.4.04 billion underfunded and Kshs.108 million underspent, affecting operations. (4) Stalled Projects Despite Payments (2022/2023) >>>Bibirioni Hospital: 70% complete after 5 years on a 2-year contract. >>>Tigoni Hospital: Delayed by 10 months. >>>Lari Sub-District Hospital: Only 56% complete despite 79% payment. >>>Ruiru Hospital and Gitaru Market: Contractor absenteeism and shoddy work. (5) Surveillance System (2023/2024) >>>Kshs.18 million paid upfront, no deliverables. (6) Avoidable Legal Costs (2023/2024) >>>Kshs.69.8 million lost due to delayed court order compliance. Total Wasted or Inefficiently Used Funds: Kshs.6.12 billion 3. Unaccounted or Unsupported Funds A chronic issue across both years—Kiambu County could not provide supporting documents for billions in expenditure. Key Issues & Figures (1) Unsupported Asset Acquisition (2022/2023) >>>County claimed to acquire Kshs.764.8 million in assets, but register supports only Kshs.331 million, leaving a Kshs.433.9 million variance. (2) Unsupported Pending Bills (2022/2023) >>>Kshs.166.9 million in unexplained “pending bills”. Kshs.748.9 million worth of unpaid bills from 2017/18 still on the books. (3) Undocumented Allowances and Travel (2022/2023) >>>Kshs.114.1 million in domestic travel and Kshs.12.7 million for KICOSCA Games paid without documentation. >>>Additional Kshs.3.26 million for “rapid results initiative” lacked support. (4) Legal Services Without Procurement (Both Years) >>>Kshs.7.36 million (2022/2023) and Kshs.67.5 million (2023/2024) paid without contracts or engagement details. Total Unaccounted or Unsupported Funds: Kshs.2.69 billion Now, to the citizens of Kiambu. You deserve better. You deserve a Governor that understands that the sole purpose of a county government is to serve you. Not politicians, their friends, and criminal associates. You deserve smart leaders who will not spend 61% of the entire county budget on county politicians and staff, who are less than 1% of the county population. When a Governor oversees a county that spends 61% of the county revenue on 1% of the population, the damage that this does in incalculable. It means you won't get a functioning hospital. Or roads. Or social services. You deserve a governor that will not use the trust bestowed on him or herself to shake down investors, such as Tatu City who have chosen Kiambu over other counties. When investors like Tatu City are unable to invest - the loser is you, the citizen who needs a job, an opportunity to do honest business with the government, and you who needs infrastructure. What the announcement by the EACC does not tell you, is the amount of unnecessary pain and suffering, and injustice that is meted out by corrupt officials on citizens. There is a generation of Kenyans today who will not achieve their dreams - because Governor Kimani Wamatangi, EGH 🇰🇪 prioritizes his greed and desire to be a billionaire over everyone else. Millions of young people lost to alcoholism and other vices - because they cannot find employment, or other economic opportunities. The time to end this pathetic marathon of thieves in government such as H.E. Waititu BabaYao Hon. William Kabogo Governor Kimani Wamatangi, EGH 🇰🇪 is coming in 2027. That will be your opportunity to choose to stay in the mud or move forward. What will you do? Eric Latiff Mizani254 Abdi EACC Kiambu County Kenya. Senate of Kenya National Assembly KE Okiya Omtatah Okoiti Dr. Miguna Miguna Kikao Tatu City SokoAnalyst

Bonnie Mwangi

14,942 просмотров • 1 год назад