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SUPAHSEMMIE BEATS SPARGO!!!! Taking down Sparg0's Cloud with an incredible final stock, Dutch Young Link eLS | Supahsemmie takes down the world's best player and advances to Winners Semis of gamescom LAN x CGN Open! Streams: Bracket:

Poppybloom (Mira) 🏳️‍⚧️ xe/xer it/its🎗️

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OmniX

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Check out this video that has the horse in the gate at 3/2 and 6/5 just a few steps later. That’s a drop of nearly 30 percent a few seconds into a race. Every loser felt like a loser. So did most winners. People who have accepted being victims or who actually come to the defense of CAWs by blaming others for not seeing the odds drops coming….. I’m just not with you. This stuff is exhausting, frustrating and very tough to deal with. Most important, it is unnecessary and doesn’t have to be this way. Imagine trying to dutch bets to equalize outcomes. I understand that I should use what I believe final off odds will be as opposed to the actual live tote board (not easy to do when acting directly against what your eyes are seeing). That’s an incredible leap of faith to plan on a 30 percent odds drop the moment the horses leave the gate (assuming that info could be gleaned from the will pays and other pools). This situation sucks. My best defense remains to bet fewer races, keep to tournaments more than regular cash play, and plan for the worst every time, but the better solution remains with the racetracks (who don’t seem to be in a hurry to upset their top customers).

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Matt Miller

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A word about the yoof Sheffield Football Club It’s very easy to be down on young uns innit. We all forget that was us once. On Tuesday I told this lot if they brought a drum and made some noise I’d buy them a pie. We’re trying to grow a community!! They did exactly that and yeah they sang a few songs that were too much. Some lemonade got thrown about. Nobody got hurt. Just kids being daft. So rather than throw them out or shout at em I just said “look lads gimme 9/10 not 11/10 and keep it cool yeah” Second half they were good as gold and helped inspire the men’s first team to their best performance of the season with an amazing atmosphere at a hugely increased capacity. So I just wanna shout out this gang of lads not only for their vibes but also being responsive to me asking them to tone it down a bit. Also a bit shoutout to Vill Powell and his players. Promotion remains a real possibility and last night they were incredible 🔥

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Reverend&TheMakers

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#Patriots Voluntary OTA Notes [Non-Padded] (6/2): 𝗢𝗳𝗳𝗲𝗻𝘀𝗲 • QB Drake Maye connected with WR Kayshon Boutte for the play of the day — Maye perfectly placed the ball deep along the left side of the field and Boutte made a fingertip catch. • QB Drake Maye had no turnovers today and he had his best day of open OTAs by far — Maye completed 9 straight passes at one point. • Full QB Stats: Maye 14/16 Dobbs 11/13 Wooldridge 4/8, INT • WRs DeMario Douglas, Kayshon Boutte, Kyle Williams and Efton Chism spent the most time working with QB Drake Maye today. • WR Efton Chism III had 7 receptions on 7 targets and looked to always be open — the undrafted rookie took several snaps with QB Drake Maye and the top offensive unit. • RB Rhamondre Stevenson made an extremely impressive finger-tip grab for a 25-yard gain on a dot from QB Drake Maye. • OL Cole Strange and Wes Schweitzer were the two primary left guards today — that spot on the offensive line is truly a competition. • TE Jaheim Bell had a rough day — the former seventh-round pick had 2 bad drops. • It was a bit of a quiet day for rookie WR Kyle Williams who caught 1 of his 2 targets. • WR Stefon Diggs was limited today working with WR Ja’Lynn Polk off to the side at times — Diggs closely observed the offense towards the end of practice as they practiced plays. • Rookie TE CJ Dippre caught a nice pass thrown by QB Ben Wooldridge up the seam. • Veteran OT Morgan Moses once again stayed after practice to help and give advice to the young offensive lineman. • RG Mike Onwenu says he feels good getting back to an offense he is familiar with — Onwenu adds that he is rehabbing from a hand injury. • RB Rhamondre Stevenson says RBs coach Tony Dews flew to visit him in Las Vegas while Stevenson was dealing with his father’s passing. • Limited: WR Stefon Diggs WR Ja'Lynn Polk OL Mike Onwenu OL Jared Wilson OT Vederian Lowe TE Austin Hooper • Absent: WR Mack Hollins (Present But DNP) WR Kendrick Bourne (Unknown) RB Trayveon Williams (Unknown) OL Tyrese Robinson (Unknown) 𝗗𝗲𝗳𝗲𝗻𝘀𝗲 • DE Keion White was disruptive today — White sacked both QB Drake Maye and QB Josh Dobbs during team drills. • Rookie S Josh Minkins intercepted QB Ben Wooldridge during 11-on—11s • CB Christian Gonzalez, S Jaylinn Hawkins, and LB Monty Rice each had a pass break up. • DT Joshua Farmer batted another pass down during team drills — Farmer has been able to bat passes down consistently during OTAs. • CB Christian Gonzalez gave up a catch to WR Efton Chism — Chism got open after running an impressive dig route. • LB Jahlani Tavai went down during team period and was grabbing his left knee — the veteran had to be helped off the field after staying down for a couple minutes. • CBs Alex Austin and Marcellas Dial spent time in the slot — Austin has consistently taken reps in the slot since the start of OTAs. • The defensive line continues to disrupt the offense. • Limited: DL Jaquelin Roy DL Wilfried Pene • Absent: CB Carlton Davis (Unknown) CB Marcus Jones (Unknown) ED Anfernee Jennings (Unknown) 𝗦𝗽𝗲𝗰𝗶𝗮𝗹 𝗧𝗲𝗮𝗺𝘀 • Field Goals (33-50 Yards) Andy Borregales: 4/4 John Parker Romo: 2/4, missed wide right Borregales has yet to miss during open OTAs. #NEPats

#Patriots Voluntary OTA Notes [Non-Padded] (6/2): 𝗢𝗳𝗳𝗲𝗻𝘀𝗲 • QB Drake Maye connected with WR Kayshon Boutte for the play of the day — Maye perfectly placed the ball deep along the left side of the field and Boutte made a fingertip catch. • QB Drake Maye had no turnovers today and he had his best day of open OTAs by far — Maye completed 9 straight passes at one point. • Full QB Stats: Maye 14/16 Dobbs 11/13 Wooldridge 4/8, INT • WRs DeMario Douglas, Kayshon Boutte, Kyle Williams and Efton Chism spent the most time working with QB Drake Maye today. • WR Efton Chism III had 7 receptions on 7 targets and looked to always be open — the undrafted rookie took several snaps with QB Drake Maye and the top offensive unit. • RB Rhamondre Stevenson made an extremely impressive finger-tip grab for a 25-yard gain on a dot from QB Drake Maye. • OL Cole Strange and Wes Schweitzer were the two primary left guards today — that spot on the offensive line is truly a competition. • TE Jaheim Bell had a rough day — the former seventh-round pick had 2 bad drops. • It was a bit of a quiet day for rookie WR Kyle Williams who caught 1 of his 2 targets. • WR Stefon Diggs was limited today working with WR Ja’Lynn Polk off to the side at times — Diggs closely observed the offense towards the end of practice as they practiced plays. • Rookie TE CJ Dippre caught a nice pass thrown by QB Ben Wooldridge up the seam. • Veteran OT Morgan Moses once again stayed after practice to help and give advice to the young offensive lineman. • RG Mike Onwenu says he feels good getting back to an offense he is familiar with — Onwenu adds that he is rehabbing from a hand injury. • RB Rhamondre Stevenson says RBs coach Tony Dews flew to visit him in Las Vegas while Stevenson was dealing with his father’s passing. • Limited: WR Stefon Diggs WR Ja'Lynn Polk OL Mike Onwenu OL Jared Wilson OT Vederian Lowe TE Austin Hooper • Absent: WR Mack Hollins (Present But DNP) WR Kendrick Bourne (Unknown) RB Trayveon Williams (Unknown) OL Tyrese Robinson (Unknown) 𝗗𝗲𝗳𝗲𝗻𝘀𝗲 • DE Keion White was disruptive today — White sacked both QB Drake Maye and QB Josh Dobbs during team drills. • Rookie S Josh Minkins intercepted QB Ben Wooldridge during 11-on—11s • CB Christian Gonzalez, S Jaylinn Hawkins, and LB Monty Rice each had a pass break up. • DT Joshua Farmer batted another pass down during team drills — Farmer has been able to bat passes down consistently during OTAs. • CB Christian Gonzalez gave up a catch to WR Efton Chism — Chism got open after running an impressive dig route. • LB Jahlani Tavai went down during team period and was grabbing his left knee — the veteran had to be helped off the field after staying down for a couple minutes. • CBs Alex Austin and Marcellas Dial spent time in the slot — Austin has consistently taken reps in the slot since the start of OTAs. • The defensive line continues to disrupt the offense. • Limited: DL Jaquelin Roy DL Wilfried Pene • Absent: CB Carlton Davis (Unknown) CB Marcus Jones (Unknown) ED Anfernee Jennings (Unknown) 𝗦𝗽𝗲𝗰𝗶𝗮𝗹 𝗧𝗲𝗮𝗺𝘀 • Field Goals (33-50 Yards) Andy Borregales: 4/4 John Parker Romo: 2/4, missed wide right Borregales has yet to miss during open OTAs. #NEPats

Carlos A. Lopez

60,241 Aufrufe • vor 1 Jahr

Can you beat the top score? Get the top score on Swipe the cat and win an Apple Gift Card (link on my profile) 🥇 Get top score: $300 Apple Gift Card Best video submission: $200 Apple Gift Card Funniest submission: $100 Apple Gift Card Rules: 1) Post your score to X with an attached screenshot (required) or video (optional) of your best score (NOT the leaderboard). See example. To be eligible you must either tag me in your post or reply to this post. Reposts are optional for visibility and do not affect eligibility 2) Entries must be posted to X before December 10, 2025 @ 11:59pm AEDT (Australian Eastern Daylight time). 3) Your score must be listed on the ranked leaderboard. You may be asked to validate your score by providing your Game Center username. Be sure your profile is public, that you are playing on the latest version of the game and are logged into Game Center. 4) The highest score posted wins the top score prize. In the event that multiple winners get the same top score the winnings will be divided amongst them. So 2 people getting the same top score means prize will be $150 each. 5) Best video submission will be judged by me and my decision will be final. Criteria: I will be looking for creativity, entertainment value, style and originality. The entry that stands out the most from other video submissions. 6) Best funniest submission will be judged by me and my decision will be final. You may include an optional video for extra visibility. Criteria will be: what makes me laugh the most. Only age appropriate entries will be considered (no crude humour). 7) Gift cards are in USD. Gift card value may be subject to currency conversion for my local currency (Australia) and your local currency. Depending on the arrangement we find to send you the Gift card. Apple Gift Cards must be redeemable in your region. If not we will arrange an alternative of equivalent value. 8) Winners will be notified by direct message on X and publicly on my X profile on or before December 15. Winners must respond within 7 days to claim their prize. 9) You may enter the competition as many times as you like. Only your highest valid score will be considered for the Top Score prize. 10) You must be 13+ or meet your region’s minimum age for using X and participating in online competitions. 11) I reserve the right to disqualify suspicious or unverifiable scores at my discretion (e.g., if I suspect hacked/modded devices/assisting devices). Important disclaimers: This competition is not affiliated with Apple or X By entering into this competition you give me permission to use the contents of your post (name, text, image, video) for use in promotional material for the game. This content will be used on my YouTube channel and to promote my game not only on X but on other platforms too. If you do not wish to give permission to use your post text, images and/or video please opt-out on your submitted post. "I do not give permission for my post to be used in promotional material". Opting out of promotional use does not disqualify you from winning.

Adam Lyttle

159,969 Aufrufe • vor 7 Monaten

One player I've really grown to like over the last several months is OF Kane Kepley (Carolina Baseball). Started right away at Liberty where he hit .310/.457/.432 with 13 XBH, but had a breakout summer in the Coastal Plain League to the tune of a .339/.468/.546 slash line with 8 2B, 5 HR, 26 SB and 29 BB to 11 Ks. Carried that momentum over into last season and hit .330/.482/.521 with 12 2B, 9 HR, 25 SB and an impressive 53 BB to just 27 Ks. Kepley then proceeded to have a productive summer on the Cape in which he was named an All-Star. Compact build at 5'8" and 165-pounds with sneaky strength packed into his frame. Crouched stance in the box with a medium-high handset and slightly open front side. Kepley has a minimal load and utilizes a toe tap that leads into a normal stride. With two strikes, Kepley will widen his stance and sit deeper in his base, choke up a bit, and shorten his stride in order to maximize his chances of moving the baseball. Quick hands with present bat speed. Will drop his back side to help create leverage. Overall, it's a compact operation in which he takes an efficient path to contact. Kepley's bat-to-ball skills and hand-eye coordination are outstanding. Last spring at Liberty, he boasted a 90% overall contact rate and a 93% overall IZ contact rate. It was a similar story this summer, as he ran an 89% overall contact rate and a 94% overall IZ contact rate. Kepley's pitch recognition skills and approach are both highly advanced and he rarely expands the strike zone. On the Cape, his overall chase rate was a minuscule 13%. Kepley has high-level barrel skills, a trait that is on display day in and day out. His bat control and adjustability are also advanced. Kepley is capable of using the entire field, but his highest quality of contact does come to the pull side. Hit tool is comfortably a 55, but it's closer to a 60. Kepley without a doubt is a hit-over-power profile, but there is a little bit of thump to the pull side. Has shown the ability to turn on pitches on the inner-half and drive them to the PS. For a player with this kind of profile, he posted respectable Max EVs of 106.1 and 101 during the spring and summer, respectively. Below-average power, but he'll run into a ball on occasion and hit 10+ HRs this spring. Not only is Kepley a plus runner, he most importantly knows HOW to run and get the most out of his legs. Quick first step and really advanced baseball sense both translate to the base paths where he's a chaos causer and speeds up the game for opposing teams. Kepley's speed also allows him to take an extra base on a ball in the gap or down the line. Across 179 games between college and summer ball, Kepley is 89-for-97 on stolen base attempts. Kepley this spring will rove CF for North Carolina. His speed and instincts plays at the position and he has gap-to-gap range with solid closing speed. Gets good reads off the bat. Kepley's arm is fringy, but his overall defensive skillset will give him the opportunity to prove he can stick at the position professionally. Versatile enough to play all 3 OF spots. Kepley is an old-fashioned baseball rat who plays at one speed. Selfless, high-energy player who can affect the game in a myriad of ways. A little reminiscent of Tommy Hawke. Top-5 round type this July.

Peter Flaherty III

34,227 Aufrufe • vor 1 Jahr

Eben Etzebeth's post on Instagram: Hey Everyone I've been quiet, but now that my hearing is done I think I owe everyone an explanation First of all, this is not a post to show that I was not guilty, I accept guilt. I made a mistake and I'm willing to serve a suspension which I deserve. I don't want young kids who look up to the Springboks to think that it's OK to eye gouge someone, because it's not, but unfortunately mistakes happen and I made a big one for which I'm sorry. But I'd like to answer the question - why did you do such a thing? It was a mistake caused by my reaction and other factors that played a role. Slide 1: The scuffle was basically over when Wales #7 struck me with an open hand to my chin/neck area, you can see me looking at the Assistant Referee and waiting for a reaction from him (it happened fast and it's understandable that he didn't see it) without reacting yet, I got another pull on my jersey, before I go in with the similar type of action. Slide 2: You can clearly see my first point of contact is against his shoulder with an open hand, just like he did, except he got me on the chin. Another thing worth mentioning, when he struck me, I was standing still with not a lot of movement or players trying to get involved. When I went for the same open hand towards his shoulder, you'll see 2 Welsh players changing the dynamic of the entire picture as well as one of my teammates pulling Wales #7 around his neck away from my hand and where my force is going. Slide 3: Another Camera Angle So why did I post this? To try and show people how everything happened and that it was never intentional. I would never do something like this on purpose, I know what the consequences will be after playing rugby for a few years. Thanks to everyone that stood by me and thought the best of me. I'm sorry for letting you and the game down. That was my first red card since I started playing. I want it to be my last. To the people that were angry and upset with my actions, I understand - because it didn't look good on the slow motion replay and hopefully you've got a bit more context now.

Eben Etzebeth's post on Instagram: Hey Everyone I've been quiet, but now that my hearing is done I think I owe everyone an explanation First of all, this is not a post to show that I was not guilty, I accept guilt. I made a mistake and I'm willing to serve a suspension which I deserve. I don't want young kids who look up to the Springboks to think that it's OK to eye gouge someone, because it's not, but unfortunately mistakes happen and I made a big one for which I'm sorry. But I'd like to answer the question - why did you do such a thing? It was a mistake caused by my reaction and other factors that played a role. Slide 1: The scuffle was basically over when Wales #7 struck me with an open hand to my chin/neck area, you can see me looking at the Assistant Referee and waiting for a reaction from him (it happened fast and it's understandable that he didn't see it) without reacting yet, I got another pull on my jersey, before I go in with the similar type of action. Slide 2: You can clearly see my first point of contact is against his shoulder with an open hand, just like he did, except he got me on the chin. Another thing worth mentioning, when he struck me, I was standing still with not a lot of movement or players trying to get involved. When I went for the same open hand towards his shoulder, you'll see 2 Welsh players changing the dynamic of the entire picture as well as one of my teammates pulling Wales #7 around his neck away from my hand and where my force is going. Slide 3: Another Camera Angle So why did I post this? To try and show people how everything happened and that it was never intentional. I would never do something like this on purpose, I know what the consequences will be after playing rugby for a few years. Thanks to everyone that stood by me and thought the best of me. I'm sorry for letting you and the game down. That was my first red card since I started playing. I want it to be my last. To the people that were angry and upset with my actions, I understand - because it didn't look good on the slow motion replay and hopefully you've got a bit more context now.

Jared Wright

512,471 Aufrufe • vor 7 Monaten

1B Anthony Martinez (UCI Baseball) is an intriguing college bat to keep an eye on this season. Was one of the best Freshmen in the country in '23 and posted a gaudy .394/.471/.619 slash line with 19 2B, 11 HR and 60 RBIs. Enjoyed another productive season last year and hit .316/.422/.492 with 18 2B, 9 HR, 74 RBIs and more BB (36) than Ks (29). This summer he did what very few players do nowadays, which is start on the Cape, leave for Team USA and finish out the summer on the Cape. At 6'3" and 230-lbs Martinez is plenty physical with present natural strength. Stands upright in the box with a slightly open front side and a medium-high handset. Relaxed setup. Martinez has a rhythmic load that includes a small barrel tip. Minimal drifting of his hands and is a small-strider. It's a compact operation in which he consistently takes a direct path to contact. Real hitterish look. Martinez has a bit of an interesting profile for his position in that he's a hit-over-power guy. He has a highly advanced feel for the barrel and double-plus contact skills. Martinez in '24 worked an 86% overall contact rate and an eye-popping 96% overall IZ contact rate. All-fields approach and sprays line drives from foul pole to foul pole. Advanced pitch recognition skills and swing decisions, will sometimes expand the zone against secondaries down. However, it's far from a hindrance. Not afraid to get aggressive early in counts. Comfortably 55 hit for me. While it's hit-over-power, Martinez isn't without some thump. He can drive the baseball into either gap, though the vast majority of his HR power is to the pull side. Posted a Max EV last spring of 104.3. More XBH power than HR power. Would give it a 50. Martinez is without a doubt a 1B/DH type professionally, so you're buying the bat. Finished product physically, but I believe in the hit tool. 4th-6th round type for me this July.

Peter Flaherty III

30,012 Aufrufe • vor 1 Jahr

There has been a lot of hand wringing on the appropriate valuation of SpaceX. Some large institutions believe SpaceX can only be valued at half what the market seems to be willing to pay for it. Others are claiming it has 15X appreciation ahead of it. Almost all of this difference of opinion comes down to how comfortable you are modeling beyond 2030 and what valuation method you use. 2030 valuation using a traditional Gordan DCF produces a very different result than a 2040 EV/EBITDA Multiple. Both have pros and cons. Most analysts don’t really discuss this and lead with a headline number. We are very comfortable modeling out to 2040, as large portions of what SpaceX is proposing is real world infrastructure, which provides modelable physics constraints to anchor against. The analysis we released today explores this in-depth, its open to the public all the way through IPO. I highly encourage you check it out prior to then. We’ve run 5,000 monte carlo runs across 500 variables (real number, even though it sounds fake) and three valuation methods. This video is of a 3D cloud chart showing every simulation outcome expected in valuation output across two of the most impactful variables to the model when using an EV/EBITDA multiple from 2026 to 2040. The horizontal axis is the steepness of the orbital data center demand S-curve. The vertical axis is the rate at which chip compute efficiency becomes cheaper. Each of the 5,000 dots is one simulated future; green dots are the ones where SpaceX's 2040 value clears the $1.77T IPO line, over time. Under EV/EBITDA valuation through 2040, 96% of our simulated futures clear the expected IPO price once the bell rings Friday. We aren’t publishing this publicly to tell investors what the stock is worth, we’re publishing this to help investors understand the world of outcomes, what the fundamentals suggest through 2040, and what frankly most analysis simply won’t share. SpaceX is a generational company working on long term infrastructure harnessing a domain no one has been able to tap in so far: space. It deserves doing the work as an investor. because this in not financial advice. The cleanest way to hold SpaceX is a bond stapled to a call option (AI-Compute); Starlink is the bond, the near term SatCom annuity that funds the next flywheel. Understand the world of outcomes and take your position accordingly. Comparables and P/E won't take you far enough.

There has been a lot of hand wringing on the appropriate valuation of SpaceX. Some large institutions believe SpaceX can only be valued at half what the market seems to be willing to pay for it. Others are claiming it has 15X appreciation ahead of it. Almost all of this difference of opinion comes down to how comfortable you are modeling beyond 2030 and what valuation method you use. 2030 valuation using a traditional Gordan DCF produces a very different result than a 2040 EV/EBITDA Multiple. Both have pros and cons. Most analysts don’t really discuss this and lead with a headline number. We are very comfortable modeling out to 2040, as large portions of what SpaceX is proposing is real world infrastructure, which provides modelable physics constraints to anchor against. The analysis we released today explores this in-depth, its open to the public all the way through IPO. I highly encourage you check it out prior to then. We’ve run 5,000 monte carlo runs across 500 variables (real number, even though it sounds fake) and three valuation methods. This video is of a 3D cloud chart showing every simulation outcome expected in valuation output across two of the most impactful variables to the model when using an EV/EBITDA multiple from 2026 to 2040. The horizontal axis is the steepness of the orbital data center demand S-curve. The vertical axis is the rate at which chip compute efficiency becomes cheaper. Each of the 5,000 dots is one simulated future; green dots are the ones where SpaceX's 2040 value clears the $1.77T IPO line, over time. Under EV/EBITDA valuation through 2040, 96% of our simulated futures clear the expected IPO price once the bell rings Friday. We aren’t publishing this publicly to tell investors what the stock is worth, we’re publishing this to help investors understand the world of outcomes, what the fundamentals suggest through 2040, and what frankly most analysis simply won’t share. SpaceX is a generational company working on long term infrastructure harnessing a domain no one has been able to tap in so far: space. It deserves doing the work as an investor. because this in not financial advice. The cleanest way to hold SpaceX is a bond stapled to a call option (AI-Compute); Starlink is the bond, the near term SatCom annuity that funds the next flywheel. Understand the world of outcomes and take your position accordingly. Comparables and P/E won't take you far enough.

Aaron Burnett

1,519,362 Aufrufe • vor 1 Monat

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.

Melvin

173,492 Aufrufe • vor 2 Tagen

Created with Gemini Nano Banana Pro Prompt: A breathtaking cinematic skydiving sequence begins inside a military-style helicopter flying at 15,000 feet above a sea of clouds during golden hour. The camera slowly moves through the helicopter cabin, revealing a fearless young woman skydiver wearing a sleek black wingsuit-inspired jumpsuit, professional parachute harness, tactical gloves, and aerodynamic goggles. Her long dark hair moves gently in the wind coming through the open side door. The helicopter's powerful rotor blades spin overhead, creating realistic motion blur and dynamic vibrations. Sunlight streams through the cabin, casting dramatic rays and cinematic shadows across her determined face. The camera captures an intense close-up of her eyes as she looks toward the endless horizon. As epic orchestral music builds, she steps to the edge of the helicopter. The camera switches to a dramatic low-angle shot showing the vast sky and breathtaking world below. In slow motion, she leaps into the open air. Time seems to freeze as she exits the aircraft, with tiny particles of dust and sunlight sparkling around her. The camera follows her from multiple cinematic angles: front-facing tracking shots, side-profile action shots, over-the-shoulder aerial perspectives, and wide drone-style views. Her body glides smoothly through the atmosphere as clouds rush past. Her hair flows dynamically in the wind while realistic fabric physics animate her suit and parachute straps. Below her lies an incredible landscape of towering mountain ranges, turquoise lakes, winding rivers, deep valleys, dense forests, and snow-capped peaks stretching endlessly to the horizon. Volumetric clouds cast moving shadows across the terrain. The sun creates golden highlights on the mountains and sparkling reflections on the water. The camera circles around her at high speed while she performs controlled aerial maneuvers and graceful spins. Tiny water droplets and cloud mist pass the lens, creating immersive realism. Lens flares, atmospheric haze, HDR lighting, and cinematic depth of field enhance the visual impact. As the music reaches its climax, she bursts through a layer of clouds into brilliant sunlight. The camera captures a stunning 360-degree orbit around her, revealing the entire world beneath. She smiles confidently while freefalling at high speed. Near the end, she reaches for the parachute cord. Time slows dramatically. A close-up shot shows her hand pulling the release handle. Instantly, the parachute deploys with a powerful burst of motion. The colorful canopy opens above her against a vivid blue sky. The final scene shows her peacefully gliding through the sky as the sun sets on the horizon, painting the clouds with orange, pink, and gold colors. The camera pulls back farther and farther until she becomes a tiny silhouette floating above the majestic landscape. Epic cinematic ending, ultra-realistic visuals, Hollywood blockbuster quality, National Geographic aerial cinematography, 8K HDR, hyper-realistic lighting, realistic wind simulation, volumetric clouds, smooth camera movements, masterpiece, viral social media quality.

Yashal Ai

17,581 Aufrufe • vor 1 Monat

Good morning guys! This is going to be a lengthy post but I know some of you ask for new videos especially for the anniversary and I absolutely hate letting you guys down but I don't think I got it in me anymore to produce more videos on Legends We've been at it for 7 years I had a lot of fun moments creating content and I tried my best in all these years to entertain you and bring you the best possible gameplay a player could get his eyes on My main goal with the channel was to teach you all about pvp and give you all these amazing moments with high IQ level plays (we were that good, lol) and get you into that mindset as well to find ways to outsmart your opponent I have shifted a lot from games in general I usually spend my time studying new stuff almost daily and even though I still love content creation as a whole the time investment for me is not worth it as I have previously mentioned Never cared about the money the channel produced, never really made an insane effort to push out more videos than I had to as the channel only has 1.3k videos in its 7 year lifespan for me making the right content, showing the best fights is what mattered thats why there's so few videos Currently enjoying life expanding my horizons in different ways always being positive with everyone is what can keep you going I have taught you eveything I could for pvp, you guys have new creators now that produce content in my place so keep supporting them, I really enjoy sitting this one out for the time being It's not like I'm going anywhere after all I'll still be here discussing stuff with you just taking a back seat and relaxing for once lol BESIDES I WANNA SAVE MY CCs DAMMIT! LET A MAN STACK SOME CHRONOS!

Good morning guys! This is going to be a lengthy post but I know some of you ask for new videos especially for the anniversary and I absolutely hate letting you guys down but I don't think I got it in me anymore to produce more videos on Legends We've been at it for 7 years I had a lot of fun moments creating content and I tried my best in all these years to entertain you and bring you the best possible gameplay a player could get his eyes on My main goal with the channel was to teach you all about pvp and give you all these amazing moments with high IQ level plays (we were that good, lol) and get you into that mindset as well to find ways to outsmart your opponent I have shifted a lot from games in general I usually spend my time studying new stuff almost daily and even though I still love content creation as a whole the time investment for me is not worth it as I have previously mentioned Never cared about the money the channel produced, never really made an insane effort to push out more videos than I had to as the channel only has 1.3k videos in its 7 year lifespan for me making the right content, showing the best fights is what mattered thats why there's so few videos Currently enjoying life expanding my horizons in different ways always being positive with everyone is what can keep you going I have taught you eveything I could for pvp, you guys have new creators now that produce content in my place so keep supporting them, I really enjoy sitting this one out for the time being It's not like I'm going anywhere after all I'll still be here discussing stuff with you just taking a back seat and relaxing for once lol BESIDES I WANNA SAVE MY CCs DAMMIT! LET A MAN STACK SOME CHRONOS!

Lebra

16,594 Aufrufe • vor 1 Jahr