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𝟐𝟎𝟐𝟓 𝐌𝐋𝐁 𝐃𝐫𝐚𝐟𝐭 𝐁𝐨𝐚𝐫𝐝: 𝗙𝗶𝗿𝘀𝘁 𝗘𝗱𝗶𝘁𝗶𝗼𝗻 No. 2️⃣6️⃣ on this list is C Jaden Fauske from Nazareth Academy, IL. Simple moves. Small hover gets the swing going. Ability to cover all quadrants. Big future power here. 105 mph in BP. #MLBdraft // Shooter Hunt

Dan Valerio

7,917 subscribers

39,857 次观看 • 1 年前 •via X (Twitter)

体育教育 #MLBdraft

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Hi everyone Great news, we have sucesfully cashed out all the money from the wallet that the mom gave us, and this morning me and my brother, went to their village to give them the money in exchange for the solanas raised It took some effort and help from 28. Jun to prove that the crypto community actually raised all this money, but luckily they managed to pull it off. With the 19 000$ that we have raised + what 28Jun has raised, we have purchased a new home for them in their village ( il get the photos of that too) , as this one was not in great condition and it is too small for such a big family. I would like to thank u all for participating and proving that when its a good cause, we can all come together and help, no matter the country, race or nationality Here are some photos i took from this beautiful family

Hi everyone Great news, we have sucesfully cashed out all the money from the wallet that the mom gave us, and this morning me and my brother, went to their village to give them the money in exchange for the solanas raised It took some effort and help from 28. Jun to prove that the crypto community actually raised all this money, but luckily they managed to pull it off. With the 19 000$ that we have raised + what 28Jun has raised, we have purchased a new home for them in their village ( il get the photos of that too) , as this one was not in great condition and it is too small for such a big family. I would like to thank u all for participating and proving that when its a good cause, we can all come together and help, no matter the country, race or nationality Here are some photos i took from this beautiful family

Reljoo

65,910 次观看 • 8 个月前

RHP/1B Trace Phillips (Middle Tennessee Baseball) is an interesting draft-eligible sophomore on which to keep close tabs. Last spring, he hit .304/.360/.547 with 8 2B, 13 HR and 47 RBIs, but it’s his ability on the mound that's the root of his buzz. Phillips' back of the baseball card numbers last season are modest, but there is more to it than meets the eye. At 6'3" and 185-lbs, Phillips has an athletic, high-waisted frame. In the box, he has a simple setup with an ear-high handset and the bat horizontal above his back shoulder. Phillips has a slight load in which he has a noticeable barrel tip and a small stride. He moves well in the box and has some scissor action with his back leg. Phillips’ pure hit tool is fringey, but he has plus raw power and has shown the ability to drive the baseball to all fields. Max EV last spring of 109.4, if he's able to lift the ball more it will lead to a more impressive power output. Phillips’ current prospect status is largely driven by his ability on the mound. His numbers were unimpressive last season, but he took a step forward this fall. There’s some low hanging fruit to clean up in his delivery, but he has a short, whippy arm stroke and attacks from a low-three quarters slot with plenty of arm speed. Phillips’ FB has been up to 96 with ride through the zone (particular life at the top), though his best pitch is a high-70s-to-low-80s CH. He does a nice job of killing spin on it, and It averaged almost 15 MPH off his fastball this fall. It’s a plus pitch that flashes both fade to the arm side as well late tumble. Phillips completes his arsenal with a mid-80s slider that flashed above-average this fall with sharp, two-plane tilt. Both his changeup and slider profile as legitimate swing-and-miss offerings. Another positive development with Phillips this fall is that his strike-throwing took a step in the right direction. Mid-4th-6th round type this July. (📽️: Middle Tennessee Baseball)

Peter Flaherty III

10,984 次观看 • 1 年前

Let’s be clear: size doesn’t matter, your approach and the way you speak do. You can’t walk up to someone and say, “Look at this small boy” then turn around and claim people are projecting onto you. No, you’re projecting onto yourself. When you were assistant Head of House, your words were “We’re in power, they’re going to hear from me”. You were keen on housemates adhering to the rules you set! But when it’s time to show others respect, suddenly that energy disappears. Respect is reciprocal. If you can’t live with ‘small boys’, then maybe you should pack your bags and leave. Because in Big Mama’s house, everyone is equal, which means you too are a small boy. You created that perception yourself the moment you said, “Look at this small boy.”Because if you’re calling someone else small, then clearly you’re trying to make yourself the big boy, and if that’s based on body size or ego, then that’s your own insecurity speaking. So please, enough with the hypocrisy. Own your words, own your attitude, and stop acting shocked when people call it exactly what it is.

Let’s be clear: size doesn’t matter, your approach and the way you speak do. You can’t walk up to someone and say, “Look at this small boy” then turn around and claim people are projecting onto you. No, you’re projecting onto yourself. When you were assistant Head of House, your words were “We’re in power, they’re going to hear from me”. You were keen on housemates adhering to the rules you set! But when it’s time to show others respect, suddenly that energy disappears. Respect is reciprocal. If you can’t live with ‘small boys’, then maybe you should pack your bags and leave. Because in Big Mama’s house, everyone is equal, which means you too are a small boy. You created that perception yourself the moment you said, “Look at this small boy.”Because if you’re calling someone else small, then clearly you’re trying to make yourself the big boy, and if that’s based on body size or ego, then that’s your own insecurity speaking. So please, enough with the hypocrisy. Own your words, own your attitude, and stop acting shocked when people call it exactly what it is.

CLASSY COCO 💛🍒

174,190 次观看 • 3 个月前

We’re thrilled to announce that Bitcoin is now finally live on our cross-chain bridge, Router Nitro! Try it out: With this integration, you can now: - Swap any asset from the Ethereum chain to BTC on the Bitcoin network - Swap BTC from the Bitcoin network to WBTC on the Ethereum chain Experience unmatched speed and cost-efficiency—all in a fully decentralized, trustless way with no custodians involved! Getting started is simple: - You can use any EVM-compatible wallet when you’re going from Ethereum to Bitcoin - When going from Bitcoin to Ethereum, to have a smooth and easy experience you will need XDEFI wallet! Our roadmap includes adding more chains, wallets, and assets to support Bitcoin bridging. Besides, Router is developing a solution to enable users to seamlessly transfer BTC from Bitcoin to any token on other chains. In upcoming upgrades, users will be able to buy any token they want using Bitcoin. Bitcoin holds unmatched stability and liquidity in the crypto world and with this integration, Router Nitro empowers users, platforms, and developers to access Bitcoin’s liquidity across DeFi, dApps, and more—all while preserving Bitcoin’s core values. Embrace the power of BTC and start exploring Router Nitro’s new Bitcoin connectivity!

We’re thrilled to announce that Bitcoin is now finally live on our cross-chain bridge, Router Nitro! Try it out: With this integration, you can now: - Swap any asset from the Ethereum chain to BTC on the Bitcoin network - Swap BTC from the Bitcoin network to WBTC on the Ethereum chain Experience unmatched speed and cost-efficiency—all in a fully decentralized, trustless way with no custodians involved! Getting started is simple: - You can use any EVM-compatible wallet when you’re going from Ethereum to Bitcoin - When going from Bitcoin to Ethereum, to have a smooth and easy experience you will need XDEFI wallet! Our roadmap includes adding more chains, wallets, and assets to support Bitcoin bridging. Besides, Router is developing a solution to enable users to seamlessly transfer BTC from Bitcoin to any token on other chains. In upcoming upgrades, users will be able to buy any token they want using Bitcoin. Bitcoin holds unmatched stability and liquidity in the crypto world and with this integration, Router Nitro empowers users, platforms, and developers to access Bitcoin’s liquidity across DeFi, dApps, and more—all while preserving Bitcoin’s core values. Embrace the power of BTC and start exploring Router Nitro’s new Bitcoin connectivity!

Router Protocol

84,347 次观看 • 1 年前

004/100 Buttons. A bit of the process on building an animation. When looking at a finished animation or in this example a finished button, it can look quite complex inside the CSS. But when building it, it’s more like a lot of simple steps, one after another. Here I had the idea to make some kind of text animation like the footer logo on the Osmo site. I try to add the base animation with no complex easing, for example transition: translate 0.4s ease. Starting with just moving the one text from bottom to top and the other text to top. Adding a stagger, play around with it. Searching for a way to make it more circular. On the research I found the sin() function inside CSS which can build a more smooth non linear curve for the stagger which creates this circular effect. And step by step adding more complexity like, different easing for hover/hover-out, opacity, 3D transform and more. I use also the sin() function to rotate the letters, so the middle ones are getting more rotated than the outer ones. Another thing which helps is to add a small delay on hover, for example 0.05s or 0.1s, you don’t really see the difference, but when you hover pretty fast on and out it doesn’t get that jumpy. I’m using here GSAP’s SplitText to split every char into spans. And then I’m adding a CSS index variable to every span, starting from the center. SplitText can provide CSS index variables, but you cannot tell it from which direction. For the sin() it’s also important to have a max length, so I add another CSS variable with the max char number on it. Crafting 100 Buttons with Osmo ⏳ Total time: 63h

Eduard Bodak

166,023 次观看 • 3 个月前

⚾️ Why shouldn’t we use feet to measure intensity? Have you seen somebody throw 90 MPH from 90’? Have you seen somebody throw 65 MPH from 90’? Yes and Yes! Ok, Bad metric for our goals ⚾️ Why shouldn’t we use Perceived % intensity? We have all seen Little Johnny throw his 50% bullpen at 80 MPH. No, he does not Sit 160 MPH in games last we checked. Too subjective of a metric With all the technology and advancements in the game, there is no way we should be measuring build up throwing intensities with “Feet Thrown” or a “Subjective %” We need to be able to quantify the single most important component of a Rehab or Build Up throwing Progression: INTENSITY HERES WHY: ⚾️ For any throwing progression, the goal is to introduce a slightly higher stress to the arm, then let their body adapt to the new stress, making it their new baseline. Then, make another small increase in the stresses and repeating this process until they have returned to their normal Freqs, Intensities, and Volumes ⚾️ Too big of a Spike which could occur from both errors in being too aggressive or too conservative then having to ramp up to return to a game can be a cause a failed Return to Play Here’s a simple fix: Use A Radar Gun ✅ Instant Feedback for Athletes to stay in a Goal Velo Range ✅ Very digestible metric for Athletes to comprehend and understand ✅ Avoids the flaws at both ends of either overstressing or understressing the arm

⚾️ Why shouldn’t we use feet to measure intensity? Have you seen somebody throw 90 MPH from 90’? Have you seen somebody throw 65 MPH from 90’? Yes and Yes! Ok, Bad metric for our goals ⚾️ Why shouldn’t we use Perceived % intensity? We have all seen Little Johnny throw his 50% bullpen at 80 MPH. No, he does not Sit 160 MPH in games last we checked. Too subjective of a metric With all the technology and advancements in the game, there is no way we should be measuring build up throwing intensities with “Feet Thrown” or a “Subjective %” We need to be able to quantify the single most important component of a Rehab or Build Up throwing Progression: INTENSITY HERES WHY: ⚾️ For any throwing progression, the goal is to introduce a slightly higher stress to the arm, then let their body adapt to the new stress, making it their new baseline. Then, make another small increase in the stresses and repeating this process until they have returned to their normal Freqs, Intensities, and Volumes ⚾️ Too big of a Spike which could occur from both errors in being too aggressive or too conservative then having to ramp up to return to a game can be a cause a failed Return to Play Here’s a simple fix: Use A Radar Gun ✅ Instant Feedback for Athletes to stay in a Goal Velo Range ✅ Very digestible metric for Athletes to comprehend and understand ✅ Avoids the flaws at both ends of either overstressing or understressing the arm

Armored Heat

10,261 次观看 • 10 个月前

It’s been an outrageous weekend for Vanderbilt Baseball 2026 commit RJ Cope, a 6-foot-8 first baseman and lefty with top-of-scale raw juice from the left side at the plate. The big man is 10-for-16 with a homer, double, four walks to two Ks and three stolen bases. It’s a no-doubt power over hit profile but he’s done an outstanding job of waiting for his pitch and depositing it in gaps like in the video below when he put a defensive two-strike swing on a ball to cash in runs for his team in a critical spot. All of this and Cope is still new to hitting. His potential is off the charts with the bat.

Jacob Rudner

43,229 次观看 • 10 个月前

This work makes a humanoid robot do simple parkour moves by looking with a depth camera and choosing the right move on the fly. The big deal is that it turns lots of small human moves into long, real-time robot behavior, without hand-coding every transition or retraining for each new course. A humanoid robot is usually good at steady walking, but it often fails when it has to do fast moves like jumping up, vaulting, or rolling, and then keep going to the next obstacle. The hard part is that you cannot easily collect training data for every possible obstacle shape, distance, and mistake, so robots end up learning a few moves that only work in a narrow setup. This work starts from short clips of real human parkour moves, like stepping over, vaulting, climbing, and rolling. It uses motion matching, which is basically a smart “pick the next clip that fits best right now” search, to stitch those short clips into a long, smooth plan that looks like a human doing a whole course. Then it trains a controller with reinforcement learning (RL), which means the robot learns by trial and error to copy that plan while staying balanced and not falling. After training separate expert controllers for different moves, it compresses them into 1 controller that uses only onboard depth sensing and a simple “go this fast in this direction” command. In real tests on a Unitree G1 humanoid, it can clear multiple obstacles in a row, adapt when obstacles get moved, and climb a wall up to 1.25m.

This work makes a humanoid robot do simple parkour moves by looking with a depth camera and choosing the right move on the fly. The big deal is that it turns lots of small human moves into long, real-time robot behavior, without hand-coding every transition or retraining for each new course. A humanoid robot is usually good at steady walking, but it often fails when it has to do fast moves like jumping up, vaulting, or rolling, and then keep going to the next obstacle. The hard part is that you cannot easily collect training data for every possible obstacle shape, distance, and mistake, so robots end up learning a few moves that only work in a narrow setup. This work starts from short clips of real human parkour moves, like stepping over, vaulting, climbing, and rolling. It uses motion matching, which is basically a smart “pick the next clip that fits best right now” search, to stitch those short clips into a long, smooth plan that looks like a human doing a whole course. Then it trains a controller with reinforcement learning (RL), which means the robot learns by trial and error to copy that plan while staying balanced and not falling. After training separate expert controllers for different moves, it compresses them into 1 controller that uses only onboard depth sensing and a simple “go this fast in this direction” command. In real tests on a Unitree G1 humanoid, it can clear multiple obstacles in a row, adapt when obstacles get moved, and climb a wall up to 1.25m.

Rohan Paul

37,121 次观看 • 6 个月前

TAKE A BREATH. TODAY WAS ROUGH. HERE IS WHAT IS STILL COMING. I know. It was a bad day. Barrett and Roberts handed the left a win on mail-in ballots that stings, and it is going to sting for a while. We are not going to pretend otherwise. But before you check out for the night, you need to know what is still coming, because some of the biggest decisions of this entire term have not dropped yet. And some of them could be very good for our side. Here is where things stand. Today the Court decided two major cases. On mail-in ballots, Barrett wrote the majority and sided with the liberals. Ballots postmarked by Election Day can be received days later and still count. Roberts went with her. Alito, Thomas, Gorsuch, and mostly Kavanaugh dissented. It was a gut punch and we covered it in detail earlier. The other big decision today was actually a win. The Court upheld Trump's authority to fire Rebecca Slaughter from the Federal Trade Commission. Trump called it one of the most important presidential power decisions ever handed down. He is not wrong. That one matters for executive authority in ways that will echo for years. Now here is what is still coming. BIRTHRIGHT CITIZENSHIP. This is the big one. Trump signed an executive order on day one of his second term ending automatic citizenship for children born to illegal immigrants and temporary visa holders. Every lower court blocked it as unconstitutional. The Supreme Court is the last stop. Conservative justices showed skepticism toward the administration's position during oral arguments, so do not expect a clean sweep, but this ruling is going to reshape immigration policy no matter how it lands. TRANSGENDER ATHLETES. The Court is set to rule on the Idaho and West Virginia bans on biological males competing in women's sports. The conservative justices appeared ready to uphold those bans during arguments. This could be a significant win that enshrines once and for all that Title IX does not require schools to allow biological males to compete against women. There is also a case on presidential firing power at the Federal Reserve involving Governor Lisa Cook, and a geofence warrant case involving Fourth Amendment privacy rights. The Court has not announced the final day of the term. It could be later this week or it could slip into early July. Here is the bottom line. Today hurt. The mail-in ballot ruling is a real setback and we are going to fight it through Congress. But this term is not over. The decisions still coming have the potential to deliver wins on the issues that matter most to this movement, the border, women's sports, and the limits of government power. Stay in the fight. Tomorrow is another day and the Court is not done yet.

TAKE A BREATH. TODAY WAS ROUGH. HERE IS WHAT IS STILL COMING. I know. It was a bad day. Barrett and Roberts handed the left a win on mail-in ballots that stings, and it is going to sting for a while. We are not going to pretend otherwise. But before you check out for the night, you need to know what is still coming, because some of the biggest decisions of this entire term have not dropped yet. And some of them could be very good for our side. Here is where things stand. Today the Court decided two major cases. On mail-in ballots, Barrett wrote the majority and sided with the liberals. Ballots postmarked by Election Day can be received days later and still count. Roberts went with her. Alito, Thomas, Gorsuch, and mostly Kavanaugh dissented. It was a gut punch and we covered it in detail earlier. The other big decision today was actually a win. The Court upheld Trump's authority to fire Rebecca Slaughter from the Federal Trade Commission. Trump called it one of the most important presidential power decisions ever handed down. He is not wrong. That one matters for executive authority in ways that will echo for years. Now here is what is still coming. BIRTHRIGHT CITIZENSHIP. This is the big one. Trump signed an executive order on day one of his second term ending automatic citizenship for children born to illegal immigrants and temporary visa holders. Every lower court blocked it as unconstitutional. The Supreme Court is the last stop. Conservative justices showed skepticism toward the administration's position during oral arguments, so do not expect a clean sweep, but this ruling is going to reshape immigration policy no matter how it lands. TRANSGENDER ATHLETES. The Court is set to rule on the Idaho and West Virginia bans on biological males competing in women's sports. The conservative justices appeared ready to uphold those bans during arguments. This could be a significant win that enshrines once and for all that Title IX does not require schools to allow biological males to compete against women. There is also a case on presidential firing power at the Federal Reserve involving Governor Lisa Cook, and a geofence warrant case involving Fourth Amendment privacy rights. The Court has not announced the final day of the term. It could be later this week or it could slip into early July. Here is the bottom line. Today hurt. The mail-in ballot ruling is a real setback and we are going to fight it through Congress. But this term is not over. The decisions still coming have the potential to deliver wins on the issues that matter most to this movement, the border, women's sports, and the limits of government power. Stay in the fight. Tomorrow is another day and the Court is not done yet.

Bill Mitchell

160,296 次观看 • 1 个月前

Buying $ETH heavy at $1070-$1370 Dont think it goes much lower. Everyone expects $ETH to bleed harder than $BTC from here, but its already insanely oversold. So im taking the other side. Quick on why: ETH/BTC ratio is insanely low. People treat this like $BTC vs some random coin. Its not. $BTC and $ETH are the same kind of asset - supply already out, no insider unlocks, 10+ years of nobody printing or rugging it. The only two real blue chips. The only question is which looks safer from here, and right now its $BTC holding most of the open problems. The cleanest way to see it: the treasuries. Strategy sits on 845k $BTC, paid for with stock and preferred that owes cash dividends. $BTC pays them nothing back, so they have to sell to cover it. Bitmine sits on 5.5M $ETH and stakes most of it, earning around 270M a year. Same drawdown, opposite situation. One bleeds to hold, the other gets paid to hold. And thats the asset itself, not just the treasury. A third of all $ETH is staked and earning. $BTC just sits while its new supply gets sold by miners to cover power bills. Last cycle the loud call was $10k $ETH. Never came. This cycle the loud call is "$ETH is dead", screamed right at the price where it stopped falling. Im not betting against $BTC, i hold both. I just think the one everyone gave up on is the one that pays u to wait. Thats why im buying here. DCA 1370 to 1070 3/4 at 1070. Out under 800.

Buying $ETH heavy at $1070-$1370 Dont think it goes much lower. Everyone expects $ETH to bleed harder than $BTC from here, but its already insanely oversold. So im taking the other side. Quick on why: ETH/BTC ratio is insanely low. People treat this like $BTC vs some random coin. Its not. $BTC and $ETH are the same kind of asset - supply already out, no insider unlocks, 10+ years of nobody printing or rugging it. The only two real blue chips. The only question is which looks safer from here, and right now its $BTC holding most of the open problems. The cleanest way to see it: the treasuries. Strategy sits on 845k $BTC, paid for with stock and preferred that owes cash dividends. $BTC pays them nothing back, so they have to sell to cover it. Bitmine sits on 5.5M $ETH and stakes most of it, earning around 270M a year. Same drawdown, opposite situation. One bleeds to hold, the other gets paid to hold. And thats the asset itself, not just the treasury. A third of all $ETH is staked and earning. $BTC just sits while its new supply gets sold by miners to cover power bills. Last cycle the loud call was $10k $ETH. Never came. This cycle the loud call is "$ETH is dead", screamed right at the price where it stopped falling. Im not betting against $BTC, i hold both. I just think the one everyone gave up on is the one that pays u to wait. Thats why im buying here. DCA 1370 to 1070 3/4 at 1070. Out under 800.

𝗰𝘆𝗰𝗹𝗼𝗽

277,927 次观看 • 2 个月前

"Pros won’t use generative AI, and when the bubble pops, nobody will ever talk about it again." No. That’s delusional. 1/ Generative AI is already being used professionally at the level of big studios like Disney ($1B to OpenAI), and there’s zero doubt that studios like Industrial Light & Magic, Netflix, Hollywood VFX experts, etc. are already experimenting with it too. Or do you think they’re idiots? They’re not idiots at all. They have the experience and, more importantly, the DISTRIBUTION POWER. The point is: someone with taste, judgment, and storytelling experience, basically from their living room, will have access to (almost, or not even almost) the same capability as the big guys, because the pure "making stuff" skills have been commoditized, and the new way to create is just NATURAL LANGUAGE. What hasn’t been commoditized is good taste, the ability to create great stories that move people, and the ability to get them in front of people. So in the end, what wins is story quality and distribution. Having good taste, making a name for yourself, and owning strong IP (Marvel, etc.) will still matter. That’ll be true right up until AI is genuinely opinionated and can create by itself: if it comes to that, with zero human direction, stuff as good as (or better than) the very best human experts today, and on top of that, interactive in real time... Because yeah: there’s nothing in this universe that actually prevents that from happening. BUT WE’RE NOT THERE. For now, generative AI is a tool that needs direction and taste to make anything decent. And I hope it stays that way for a long time, because otherwise that’s going to be a brutal hit to humanity’s ego. 2/ On the "bubble": you have to distinguish between a stock valuation bubble (possible, I actually believe it) vs a bubble like some people imagine where it "pops" and we never hear about AI again. That obviously makes no sense given how insanely useful it is. It can only grow, and it’s going to grow fast, regardless of any stock market drawdowns (the internet kept growing even when valuations got nuked in 2000). Either way, the near future is going to be extremely interesting.

"Pros won’t use generative AI, and when the bubble pops, nobody will ever talk about it again." No. That’s delusional. 1/ Generative AI is already being used professionally at the level of big studios like Disney ($1B to OpenAI), and there’s zero doubt that studios like Industrial Light & Magic, Netflix, Hollywood VFX experts, etc. are already experimenting with it too. Or do you think they’re idiots? They’re not idiots at all. They have the experience and, more importantly, the DISTRIBUTION POWER. The point is: someone with taste, judgment, and storytelling experience, basically from their living room, will have access to (almost, or not even almost) the same capability as the big guys, because the pure "making stuff" skills have been commoditized, and the new way to create is just NATURAL LANGUAGE. What hasn’t been commoditized is good taste, the ability to create great stories that move people, and the ability to get them in front of people. So in the end, what wins is story quality and distribution. Having good taste, making a name for yourself, and owning strong IP (Marvel, etc.) will still matter. That’ll be true right up until AI is genuinely opinionated and can create by itself: if it comes to that, with zero human direction, stuff as good as (or better than) the very best human experts today, and on top of that, interactive in real time... Because yeah: there’s nothing in this universe that actually prevents that from happening. BUT WE’RE NOT THERE. For now, generative AI is a tool that needs direction and taste to make anything decent. And I hope it stays that way for a long time, because otherwise that’s going to be a brutal hit to humanity’s ego. 2/ On the "bubble": you have to distinguish between a stock valuation bubble (possible, I actually believe it) vs a bubble like some people imagine where it "pops" and we never hear about AI again. That obviously makes no sense given how insanely useful it is. It can only grow, and it’s going to grow fast, regardless of any stock market drawdowns (the internet kept growing even when valuations got nuked in 2000). Either way, the near future is going to be extremely interesting.

Javi Lopez ⛩️

75,190 次观看 • 6 个月前

NEW ALL IN*: $NVTS @ 13.95. FIRST ENTERED & ALERTED TO SUBS LAST FRIDAY. THESIS ACTUALLY PRETTY BIG BRAIN. NO TLDR. --- # WHAT DO THEY DO They make a critical chip to convert 800V to 6V directly skipping the 48V intermediary. $3.8B market cap down -57% from ATHs with $557M cash and no debt. Formerly known for GaN mobile chargers (cute), they're pivoting entirely to higher-margin AI and power infra. Showcased an 800V-to-6V board inside NVIDIA’s MGX AI Factory ecosystem (aka the standard for data centers) that's targeting 97.5% peak efficiency and 2100 W/in power density. Stock price shot up to $34 after that btw. Now it's at ~$14.50 after bouncing off strong support line. # WHAT IS 800VDC AI racks are getting extremely power hungry. NVIDIA is moving toward 1MW+ AI racks in 2027, and getting power efficiently into those racks is becoming a serious bottleneck. This is MISSION CRITICAL for unlocking the next 10x in AI compute and NVIDIA is pushing this hard Jukan reports timeline moved up to 2H26 800VDC feels a lot like CPO ~12 months ago: the ramp up is coming, and the stock price usually moves first. # POTENTIAL CATALYSTS Several potential dates, all coming soon: - Aug 18 Rosenblatt Technology Summit - Aug 25 Jefferies Semiconductor Conference - Aug 26 NVIDIA earnings - Aug 27 Deutsche Bank Conference They also said its 6.5kV SiC tech will be unveiled “very soon” and a 10kV SiC device announcement with a lead customer “in coming weeks.” I have no idea what that means but I like the sound of it. # THE PLAY My favorite swing trades are entering near support and let it bobble for a bit until some good news makes it pop. $RAM I entered on 8/7 and it was essentially flat until explosion on 8/12. Feels like there could be an announcement around 800V any day now, especially with $NVDA earnings on Aug 26 (only 9 days away). So the play is to chill here until the market realizes the opportunity. --- *As a reminder: this is my challenge account where I restarted with $45k to go all-in swing trading 1 stock at a time to $10M again. Important disclosure: I currently own 4,611.980599 shares of NVTS and wrote this after establishing the position. I may buy or sell at any time without updating this post. This is not investment advice or a solicitation to trade securities. NVTS is highly speculative, and you could lose your entire investment. Any forward-looking statements or scenarios are speculative and may not occur. Do your own research and review company filings. Video from last Friday. Screenshot from just now.

NEW ALL IN: $NVTS @ 13.95. FIRST ENTERED & ALERTED TO SUBS LAST FRIDAY. THESIS ACTUALLY PRETTY BIG BRAIN. NO TLDR. --- # WHAT DO THEY DO They make a critical chip to convert 800V to 6V directly skipping the 48V intermediary. $3.8B market cap down -57% from ATHs with $557M cash and no debt. Formerly known for GaN mobile chargers (cute), they're pivoting entirely to higher-margin AI and power infra. Showcased an 800V-to-6V board inside NVIDIA’s MGX AI Factory ecosystem (aka the standard for data centers) that's targeting 97.5% peak efficiency and 2100 W/in power density. Stock price shot up to $34 after that btw. Now it's at ~$14.50 after bouncing off strong support line. # WHAT IS 800VDC AI racks are getting extremely power hungry. NVIDIA is moving toward 1MW+ AI racks in 2027, and getting power efficiently into those racks is becoming a serious bottleneck. This is MISSION CRITICAL for unlocking the next 10x in AI compute and NVIDIA is pushing this hard Jukan reports timeline moved up to 2H26 800VDC feels a lot like CPO ~12 months ago: the ramp up is coming, and the stock price usually moves first. # POTENTIAL CATALYSTS Several potential dates, all coming soon: - Aug 18 Rosenblatt Technology Summit - Aug 25 Jefferies Semiconductor Conference - Aug 26 NVIDIA earnings - Aug 27 Deutsche Bank Conference They also said its 6.5kV SiC tech will be unveiled “very soon” and a 10kV SiC device announcement with a lead customer “in coming weeks.” I have no idea what that means but I like the sound of it. # THE PLAY My favorite swing trades are entering near support and let it bobble for a bit until some good news makes it pop. $RAM I entered on 8/7 and it was essentially flat until explosion on 8/12. Feels like there could be an announcement around 800V any day now, especially with $NVDA earnings on Aug 26 (only 9 days away). So the play is to chill here until the market realizes the opportunity. --- As a reminder: this is my challenge account where I restarted with $45k to go all-in swing trading 1 stock at a time to $10M again. Important disclosure: I currently own 4,611.980599 shares of NVTS and wrote this after establishing the position. I may buy or sell at any time without updating this post. This is not investment advice or a solicitation to trade securities. NVTS is highly speculative, and you could lose your entire investment. Any forward-looking statements or scenarios are speculative and may not occur. Do your own research and review company filings. Video from last Friday. Screenshot from just now.

Kevin Xu

313,093 次观看 • 9 天前

$I genuinely think the Terafab is going to end up being one of the biggest moves ever made in human history to secure the future of AI... and I think most people still don’t fully see what Elon is trying to do here. The signs are clear to me. This is Tesla, xAI, and SpaceX essentially hinting to us that they are not going to wait on the world to give them the compute the team needs. They are going to build it themselves at a scale no one has ever attempted. When you really break it down, it gets a bit nutty. This is going to be a fully vertically integrated chip factory that will be producing over 1 terawatt of AI compute per year. This is NEXT LEVEL BIG. Today, AI is limited by chips. You can have the best models, the best engineers, the best everything... but if you don’t have enough compute, you will eventually hit a wall. Elon told us, the world can only supply a tiny fraction of the chips his companies will need. So this is the solution. Terafab puts everything under one roof like design, manufacturing, memory, packaging, testing, which means that they can build chips very fast.. like really fast. I'm talking about 100-200 billion custom AI chips per year at full capacity. Chips designed specifically for: • Tesla cars and Optimus robots • xAI models • Space-based compute You see, while other companies and CEOs are thinking Earth, Elon is planning for AI in space. Around ~80% of the compute is expected to go orbital, powered by solar energy bc Earth simply doesn’t have enough electricity. The U.S. grid is only about ~0.5 terawatts, while space has basically UNLIMITED energy if you can capture it. And this is the steps to get it: Starship launches → space compute → solar-powered AI → feeds back into everything to Earth. Bro... Elon and his companies are playing at a whole different level... And this is why I keep telling people that the Terafab is going to be the secret ingredient that will be the real unlock for everything: • Robotaxis at scale • Billions of Optimus robots • Massive AI models running 24/7 • Future off-world, other planet infrastructure Without these chips, none of this can happen... but with the Terafab, all of this becomes possible. That’s why Elon is calling it “the final missing piece.” I agree.$

I genuinely think the Terafab is going to end up being one of the biggest moves ever made in human history to secure the future of AI... and I think most people still don’t fully see what Elon is trying to do here. The signs are clear to me. This is Tesla, xAI, and SpaceX essentially hinting to us that they are not going to wait on the world to give them the compute the team needs. They are going to build it themselves at a scale no one has ever attempted. When you really break it down, it gets a bit nutty. This is going to be a fully vertically integrated chip factory that will be producing over 1 terawatt of AI compute per year. This is NEXT LEVEL BIG. Today, AI is limited by chips. You can have the best models, the best engineers, the best everything... but if you don’t have enough compute, you will eventually hit a wall. Elon told us, the world can only supply a tiny fraction of the chips his companies will need. So this is the solution. Terafab puts everything under one roof like design, manufacturing, memory, packaging, testing, which means that they can build chips very fast.. like really fast. I'm talking about 100-200 billion custom AI chips per year at full capacity. Chips designed specifically for: • Tesla cars and Optimus robots • xAI models • Space-based compute You see, while other companies and CEOs are thinking Earth, Elon is planning for AI in space. Around ~80% of the compute is expected to go orbital, powered by solar energy bc Earth simply doesn’t have enough electricity. The U.S. grid is only about ~0.5 terawatts, while space has basically UNLIMITED energy if you can capture it. And this is the steps to get it: Starship launches → space compute → solar-powered AI → feeds back into everything to Earth. Bro... Elon and his companies are playing at a whole different level... And this is why I keep telling people that the Terafab is going to be the secret ingredient that will be the real unlock for everything: • Robotaxis at scale • Billions of Optimus robots • Massive AI models running 24/7 • Future off-world, other planet infrastructure Without these chips, none of this can happen... but with the Terafab, all of this becomes possible. That’s why Elon is calling it “the final missing piece.” I agree.

Teslaconomics

25,494 次观看 • 5 个月前