4nnes Bayank

Harus Bersiap-siap sebab Kita tidak tahu hari & jamnya | [email protected] #HungryForGlory

[Rudiyanto @Rudiyanto_zh]

Serangan siber semakin canggih, tidak hanya kita, penjahat juga pakai AI

Tidak hanya menyerang sistem komputer, tetapi juga memanfaatkan psikologi manusia

"Seandainya" aplikasi investasi reksa dana berhasil dibobol, apakah uang investor bisa langsung dicairkan penjahat?

[Motivaciones Fútbol @MotivacionesF]

🫂💔 HOY SE CUMPLEN 17 AÑOS DE LA TRÁGICA MUERTE DE ROBERT ENKE.

El guardameta alemán era el portero titular del Hannover 96 y el elegido para defender la portería de Alemania en el Mundial de Sudáfrica 2010. Tenía talento, respeto y una carrera prometedora, pero libraba una batalla que casi nadie conocía: sufría una profunda depresión.

Solo su esposa, Teresa, y su representante conocían realmente su sufrimiento. En una ocasión, Enke le confesó una frase que todavía estremece:

«Si pudieras entrar en mi cabeza durante media hora, entenderías por qué me estoy volviendo loco».

A sus problemas personales y deportivos se sumó uno de los golpes más duros que puede recibir un padre: la muerte de su hija Laura, cuando apenas tenía dos años.

Con el tiempo, parecía haber recuperado la estabilidad. Había vuelto a encontrar su mejor nivel en Hannover, esperaba otra hija y estaba cada vez más cerca de cumplir su sueño de disputar un Mundial.

Sin embargo, su enfermedad volvió a ganar terreno.

El 10 de noviembre de 2009, Robert Enke se quitó la vida a los 32 años, dejando al fútbol alemán y al mundo entero conmocionados.

Tras su fallecimiento, se creó la Fundación Robert Enke, impulsada por su esposa Teresa y la Federación Alemana de Fútbol, para concienciar sobre la depresión y ayudar a personas que atraviesan problemas de salud mental, además de apoyar a niños con enfermedades cardíacas.

Hoy, 17 años después, su historia sigue siendo un recordatorio de que detrás de una sonrisa, una carrera exitosa o una vida aparentemente perfecta puede existir un sufrimiento invisible.

🫂 La salud mental importa. Pedir ayuda no es una debilidad. Y nadie debería tener que librar esa batalla en soledad.

DESCANSA EN PAZ, ROBERT. 🕊️

[4nnes Bayank @4nnesB]

@Sebelahkampus Ini la adanya penjajahan masa kini

[4nnes Bayank @4nnesB]

@LambeSahamjja Gak ada itu, liat aja nanti hasil akhirnya.
Alurnya pasti seperti yg sudah sudah juga. Di lama-lamakan biar surut kasusnya tertutupi kasus lain lalu ... y seperti biasa

[4nnes Bayank @4nnesB]

@LambeSahamjja Berapa persen kemungkinan memilih Seskab?

[𝓛𝓲𝓭𝓲𝓾𝓼𝓴𝔂 𝓜𝓸𝓻𝓮𝓷𝓸🌺 @lidiusky30]

Los jugadores NO APRENDEN, con lo que pasó la semana pasada, la desgracia de perder a un jugador en un campo de fútbol, parece que no entienden que entradas así, no deben hacer. 🤬

[(fan) Alex⁸ @UTDAlex8]

🚨 Ronaldinho on what made Cristiano Ronaldo different from him, Messi, Neymar and every other great player:

“What made Cristiano different? I have played against him, shared dressing rooms with some of the greatest footballers in history, played alongside Messi and Neymar, and I can tell you something: Cristiano was built differently.

I had my tricks, my smile and my freedom. Messi has that magical ability to make impossible things look effortless. Neymar has imagination and creativity that you cannot teach. But Cristiano? Cristiano had something that went beyond talent. He had an obsession with greatness.

I remember watching him compete. You could beat him, score against him or have a better game than him, but the next time you faced him, he would return like a different person. More determined, more dangerous, more hungry. He never allowed yesterday’s performance to become tomorrow’s limit.

Look at his transformation. He arrived at Manchester United as a young winger who wanted to dribble past everybody. But he refused to remain that player. He worked on his strength, his finishing, his positioning, his heading, his movement and every little detail. He turned himself into a machine that could destroy teams in different ways.

I have played with naturally gifted players who could change a match without even trying. Cristiano was different. He trained like somebody who was chasing something nobody else could see. Even after winning everything, he behaved like a man who had achieved nothing.

People sometimes ask me who was more talented between me, Messi, Neymar and Cristiano. But I think they are missing something important. Talent can make you special, but the hunger to improve every single day is what makes you extraordinary.

And that is where Cristiano stands out. He didn’t just want to be remembered as one of the greatest footballers ever. He wanted to become so good that an entire generation would spend years trying to reach his level.

That is Cristiano Ronaldo. Some players are born with magic in their feet, but this man turned discipline, sacrifice and obsession into his own kind of magic.”

[4nnes Bayank @4nnesB]

@RA_leather Kok agak serem gmn gitu

[4nnes Bayank @4nnesB]

@LambeSahamjja Ya gak bisa di pungkiri, pemerintah. Karna mereka pucuk pimpinan kekuasaannya, kita bisa apa.

[4nnes Bayank @4nnesB]

@LambeSahamjja Mencurigakan

[4nnes Bayank @4nnesB]

@RA_leather Ujung" IMF sepertinya

[TOMISIN🏅 @tomisinfcb]

🚨Sir Alex Ferguson on the controversial challenge involving Jesús Owono and the tragic death of Jesús de Miguel during FC Andorra vs Tenerife:

🗣️Reporter: Sir Alex, you have managed football at the highest level for decades. What was your reaction when you watched the incident?

🎙️Sir Alex Ferguson: “I watched it several times, and I must tell you, I was deeply disturbed by what I saw. My immediate reaction was simple: what on earth was the goalkeeper thinking?

Listen, I understand goalkeepers have a responsibility to protect their goal. They have to come out, challenge for the ball and sometimes put themselves in difficult situations. That is football. But there is a difference between making a legitimate challenge and going into a situation with excessive force.

What I saw was extremely concerning. The speed, the force and the nature of that collision were difficult to watch. At that moment, you are not just challenging another footballer; you are putting another human being in danger.

I’ve been involved in football for more than 40 years. I’ve seen some terrible injuries, some frightening collisions and incidents that have stayed with me throughout my career. But there are certain situations where you have to stop and ask yourself whether the game has gone too far.

And what makes this even more heartbreaking is the person we are talking about. Jesús de Miguel was only 30 years old. He had a family, a wife and children. He had people waiting for him, people who expected him to return home after playing football.

Instead, a family has lost someone they can never replace.

That is bigger than football. Much bigger than three points, a result or a goalkeeper trying to win possession.

I remember incidents involving Higuaín and Neuer, but we must be careful about comparing collisions. Every situation is different, and every challenge must be judged on its own circumstances.

I am not going to pretend I know everything that happened in that moment. That is why there must be a thorough investigation. The authorities must establish exactly what happened, whether the challenge was reckless and whether there are grounds for any legal responsibility.

If the investigation establishes that Owono acted with criminal negligence, then he must face the appropriate consequences under the law. Nobody should be above accountability because they are a professional footballer.

And as far as his football career is concerned, I believe the seriousness of this incident must be considered before any decision is made about his future in the game.

I’ve sent players off the training ground for dangerous behaviour. I’ve disciplined players who thought winning was more important than respecting an opponent. Because one thing I always believed was that football must never become a place where players forget the humanity of the person standing opposite them.

You can replace a goalkeeper. You can replace a footballer. You can replace a result. You cannot replace someone’s father, husband or son.

My heart goes out to Jesús de Miguel’s family. I cannot imagine what his wife and children are going through right now. There is no preparation for receiving news like this.

And I hope the football authorities understand that this cannot simply become another incident that everybody discusses for a few days before moving on.

There must be accountability, there must be answers, and there must be lessons learned.

Because when a player steps onto a football pitch, he deserves to know that the opponent challenging him understands the responsibility that comes with playing this beautiful game.

Football should be competitive, it should be aggressive, but it should never cost someone their life.

My deepest condolences to the family of Jesús de Miguel. No football match is worth what this family has lost.”

[HAPPY BARÇA FAN (SAM) @AdvocateOfBarca]

@FabrizioRomano This is so painful 😢 RIP Jesus de Miguel 🙏💐

[Rudiyanto @Rudiyanto_zh]

Setelah MSCI, tekanan berikutnya datang dari Rupiah dan SUN

Per 2 Nov, USD/IDR tembus Rp18.145 dan Yield SUN 10Y sudah 7,7%

Ada yang bilang Surat Utang Indonesia mulai tidak laku

Apa benar? Darimana bisa cek laku atau tidak? Apa implikasinya ke hasil investasi?

[4nnes Bayank @4nnesB]

@LambeSahamjja Masuk akal juga, ada benarnya.

[4nnes Bayank @4nnesB]

@LambeSahamjja Sebagai Rakyat cuma harus siaga satu. Badai akan datang sepertinya

[4nnes Bayank @4nnesB]

@abhiraj94158 Nyata gak si ini?

[4nnes Bayank @4nnesB]

@Yui_yoko1208 @junretsu_gogami Sehat terus

[Almer Sad, CFA @Kutekians]

Capital cycle itu teorinya simpel.
Return tinggi narik capital.
Capital masuk bikin capacity numpuk.
Capacity numpuk bikin return turun.
Lalu muter lagi.

Oversupply cuma bisa beres lewat dua cara:
1. Pemain lemah bangkrut dan capacitynya keluar, atau
2. Harga turun sampai capacitynya terserap.
Cara pertama cepat dan painful.
Cara kedua lambat dan bisa berlangsung bertahun2.

D&A lima hyperscaler naik dari sekitar USD 180 bn di 2025 ke USD 590 bn di 2029, lebih gede dari operating profit gabungan mereka tahun ini.

D&A itu capacity yang udah dibangun.
Sekalipun CAPEX distop besok, bebannya tetap jalan bertahun2.
Balance sheet kelima perusahaan ini terlalu tebal untuk bangkrut, jadi cara pertama kecil kemungkinan kejadian.

Mereka juga ga bisa berhenti spend CAPEX sendirian.
Siapa pun yang ngerem CAPEX duluan bakal kehilangan customer AI ke yang lain.
Jadi semua tetap build, walaupun ada risiko oversupply.
Kalau oversupply kejadian, karena ga ada yang keluar, beresnya cuma lewat cara kedua, dan prosesnya bisa jauh lebih panjang dari cycle biasa.

Ga ada reset lewat kebangkrutan.
Capacitynya stay, D&A tetap jalan, margin hyperscaler turun pelan2.
Ujung2nya valuationnya ikut direrate, dari multiple software ke multiple infrastructure.

Kalo harga sewa GPU udah mulai turun, itu indikator kalo care kedua ini udah mau jalan.

[4nnes Bayank @4nnesB]

@LambeSahamjja Atau mungkin masalahnya bisa lebih besar yaitu untuk mengakali UU Perampasan aset