Danny D

investing, tech, cars and sports; opinions are my own; Ross MBA; Go Blue!

[Gradient Sports @Gradient_Sports]

Malik Tillman compared to the rest of the USMNT...

92.5 Overall Grade (1st)
81.0 On Ball Attacking Grade (1st)
83.2 1v1 Defending Grade (1st)
88.7 One Touch Passing Grade (1st)
85.1 Crossing Grade (1st)
82.6 Ball Distribution Grade (1st)

His Overall Grade ranks 3rd amongst all players at the World Cup so far.

#FWC26 🇺🇸 @USMNT

[Anish Moonka @anishmoonka]

Tesla's new six-seat SUV weighs 4,600 pounds and does 325 miles on a charge. A Kia EV9 is almost exactly as long, yet it carries a bigger battery, weighs 1,200 pounds more, and goes 45 miles less.

The gap comes down to wasted energy. At highway speed a big SUV spends most of its battery just shoving air out of the way, so the shape of the body decides how far it goes. Tesla stretched the Model Y by seven inches, added a third row, and raised the roof, then landed a drag coefficient of 0.216. That number measures how cleanly a shape cuts through air, and lower is better. The longer, taller Model Y L cuts through air more cleanly than the smaller Model Y it grew from. It comes in under the Mercedes EQS SUV at 0.26 and the BMW iX at 0.25, two SUVs shaped in a wind tunnel to be as slippery as possible. The boxier EV9 and EX90 are nowhere near as slippery.

Weight is the other half. The Volvo EX90 clears 6,000 pounds and the EV9 sits near 5,850, because a 100-kilowatt-hour battery and the frame around it add a lot of weight. Tesla pours molten aluminum into one enormous press and casts the whole rear floor as one solid piece, in place of about 70 smaller parts that would normally be welded together. Fewer parts, fewer welds, less metal to lug around. The Model Y L comes in at 4,600 pounds, over 1,000 lighter than its three-row rivals.

Then add the heat pump, which warms the cabin by moving heat around instead of running a battery-draining space heater, so range holds up in the cold. Put it together and the Model Y L pulls about 3.7 miles from every kilowatt-hour of battery, where the EV9 gets 2.8 and the EX90 gets 2.9. Being roughly 30 percent more efficient means you need 30 percent less battery to cover the same distance, and none of it costs performance, since the thing still hits 60 mph in 4.4 seconds.

Less battery is the payoff that keeps paying. It means less weight, a lower sticker price, less lithium and cobalt pulled from the ground, and a quicker charge, because there is simply less to fill. Efficiency is the rare number that makes every other number on the spec sheet better. Tesla built a six-seat hauler around using less, and it still goes farther than rivals with bigger batteries. The three-row EVs that do beat it on distance, the Rivian R1S and Lucid Gravity, get there with batteries 40 to 60 percent bigger.

[Danny D @DannyDGoBlue]

@Tesla Can you get acceleration boost on this?

[Danny D @DannyDGoBlue]

@scotsrule08 Can you get acceleration boost on this?

[Danny D @DannyDGoBlue]

@GerberKawasaki $AAPL will buy memory at the best possible price, it’s their fiduciary duty. $MU has no moat. 2 other companies make the same exact product. If the price goes up, Apple has the right and obligation to diversify away if they can. They don’t owe Micron anything.

[Clash Report @clashreport]

Tucker Carlson:

Many times I said on television, "The problem is Islam. The problem is Muslims. They all want to kill us. They're all crazy. They're all in this lunatic suicide cult created by Muhammad in the 7th century." And I believed that.

I was hysterical. I believed that. No, that's not true. Nothing about that is true, but I believed it.

[Ari Wagner @AriWagner_]

Detroit Pistons have created maximum cap flexibility after moving Isaiah Stewart. They now have roughly $75.5M below the tax, a $15M non-tax MLE, two trade exceptions, and room to absorb salary.
Translation: they're positioned to chase an actual major Cade co-star. 👀

[ESPN Insights @ESPNInsights]

What a night for the champs!

Before this year, Michigan had never had more than one lottery pick in a draft. Tonight the Wolverines had THREE 🔥🔥🔥

[Michael Mathes @MichaelMathes]

“England historically has struggled here in Massachusetts”
— #WorldCup announcer on Fox
👀

[The Serfs (youtube.com/theserftimes) @theserfstv]

It's a Cybertruck

[Aaron Regunberg @AaronRegunberg]

So if you apply this logic to the 4,000 citizens of Lebanon that Israel has killed in their invasion, you’d have to ask how the US would react to an invading force killing 235,000 Americans, many of them women and children.

You really don’t want to do this calculation for Gaza.

[Danny D @DannyDGoBlue]

@itsmichaelluu $CRWV has even more customers

[Danny D @DannyDGoBlue]

@mahkus Would much prefer a color like this and agree the darker blue should be available on all trims.

[Douglas A. Boneparth @dougboneparth]

Last minute Father’s Day gift ideas for under $400K:

1. Porsche 911 GT3 RS

[David Hoffman @TrustlessState]

If USA beats you in the World Cup

That country has to call it Soccer until the next World Cup

New rule I just made up

[USMNT Only @usmntonly]

Zlatan Ibrahimovic to USMNT fans: “If you didn’t believe before, I will repeat. Start believing. They have the country behind them, and when you have this support, it’s difficult to beat you.”

🇺🇸🇺🇸❤️❤️

[ESPN Insights @ESPNInsights]

Chris Richards has only misplaced FOUR passes at the 2026 World Cup 😳

That is the second-highest passing accuracy (min. 100 attempts) by any player in their first two career FIFA World Cup appearances among players to debut since 1966 👏

[Danny D @DannyDGoBlue]

Using the word "inflate" subtly implies artificiality or accounting manipulation. In reality, Nvidia booking revenue upon delivery is standard, legally compliant GAAP accounting for a hardware manufacturer. The buyer capitalizing and depreciating the asset is also standard.
While this dynamic absolutely creates a timing mismatch between a buyer's immediate cash outflow and their long-term accounting expense, it does not mean Nvidia's current profits are "inflated" or fake—they represent genuine, cash-backed transactions from buyers willing to pay today.

Also, the comparison to 2000 is weak.

The 2000 Buyers: In the late '90s, telecom infrastructure was largely being bought by highly leveraged startups, Competitive Local Exchange Carriers (CLECs), and speculative companies funded by junk bonds and venture capital. When funding dried up, they went bankrupt, and orders vanished overnight.

The Modern Buyers: Today, the primary buyers of AI infrastructure are "hyperscalers" (e.g., Microsoft, Alphabet, Meta, Amazon). These companies possess some of the most robust balance sheets and massive, highly profitable core businesses (search, cloud, e-commerce, advertising) in corporate history. They are funding this CapEx out of immense free cash flow, not speculative debt.

[♱ @utddahnny]

the media really has a way of lying and brainwashing europeans and africans into believing the united states can’t host the world cup