$NBIS $AAOI $SNDK
Maybe I'm biased because I eat and breathe this at work every day, but I think most people still don't get that the AI trade isn't over.
It's not just that DEMAND is rising. It's that COMPLEXITY and CAPABILITY are rising with it.
Look at the first chart. Same customer-service task, three years apart. It went from a simple chat at $0.04 to an orchestrated agent at $1.20. Tools, MCP servers, reasoning, subagents, all looping. That's 30x the compute for the same job.
Usage is growing exponentially, and as this gets more reliable, it becomes the backbone of real processes, even critical ones. Same way the internet did.
I can't imagine going back to a world where I don't lean on AI to kill the trivial, time-consuming work inside a large org.
I'll keep saying this until it sticks.
Let the best and cheapest model win. We'll still be compute-short for the next +5 years.
Training is a phase. Inference is forever.
🚨 Folarin Balogun is eligible to play against Belgium.
FIFA sources had insisted US Soccer had no appeal. Sources say US Soccer did not attempt one as a result.
And Balogun had spoken on Monday here in Seattle about missing the game telling us, “I have to accept it…”
Yet FIFA have decided to hand Balogun a suspended one-game ban, which is in their powers as per Article 27. The red card stands but Balogun is free to play.
Cristiano Ronaldo also given a suspended ban before the tournament allowing him to play Portugal’s opening World Cup games.
$MRLN
UP 11% today ✅
We just opened above the 10EMA ($7.37), watch for how stock reacts at 20EMA ($8.12). We are still early btw. I like the stock. Anyone caught it?
Just as I say this:
$AMD invests $10B+ into Taiwan ecosystem (for securing capacity/scaling infra)
AMD is collaborating with $ASX and SPIL.
As well as ODM partners like “ $SANM, Wiwynn (6669), Wistron (3231) and Inventec (2356).
PTI, Unimicron, AIC, Nan Ya PCB, and Kinsus were also name dropped as direct beneficiaries.
And of course second order beneficiaries like Foci or MSScorps also benefit.
But bullish on Taiwan supply chains all around from $AMD news.
How are so many of these large scamming/impersonator accounts allowed to exist on X?
They just copy your username, block the original author so you can't find them, then manipulate the algorithm for their main accounts.
Then any accidental view algorithm boosts their main account.
It's a lose lose situation.
You report them, X doesn't seem to care.
You report them, their main account gets more impressions.
As tensions with U.S. President Donald J. Trump peaked in recent month, the Danish Armed Forces had developed detailed plans to blow up airfields in Greenland in the event of an Invasion by the United States, with Soldiers who were sent to Greenland equipped with blood supplies and explosives to disable the runways in Nuuk, Greenland’s capital, and in Kangerlussuaq, a small town in the Arctic Circle, two Europeans officials told the Danish Broadcasting Corporation.
🚨🏴 Kobbie Mainoo now expected to stay at Manchester United after instant trust by Michael Carrick.
Mainoo was considering loan move to play on regular basis and develop, never a permanent exit from #MUFC.
His contract situation will remain key topic in the next months.
🚨⚠️ Lazio president Lotito on Mason Greenwood deal collapsed in July: “It’s absolutely not a regret. We don’t want mercenaries.”
“He’s happy at Marseille, Mason made a choice and that’s fine. We don’t accept mercenaries, we only want those who choose Lazio”.
@searchliaison@dukeo@rustybrick@glenngabe Hey Danny @searchliaison, appreciate you’re likely inundated with these types of requests, but any chance you could take a look at a post from our Editor in chief whenever you get chance please?
We're delighted to announce that GGRecon has acquired Yu-Gi-Oh! sites Yugipedia and YGOrganization.
Each site will continue to run independently while being able to access additional resources provided by GGRecon’s network.
https://t.co/5Rz668mBwc
📢 FREELANCE OPPORTUNITY
We're looking to work with someone on some Listicle guide work over @GGReconGaming in a freelance capacity.
If you've got experience in this area and are looking for work, please drop me a DM for more details.
In the past month at @GGReconEsports, we've:
- Broken our record month with over 13.8m page views
- Launched several TikTok partnerships
- Announced 5 internal promotions
- Offered out 7 new positions
Love this place and the people in it each and every day 💪
So sorry to hear about anyone affected by recent layoffs.
We've got 3 full-time positions open to anyone based in the UK - https://t.co/X6kEmkuQdm
If anyone is looking for further opportunities not advertised, drop me a DM!
We're hiring for THREE full-time Guides Writer roles here at @GGReconEsports and @TGCGamingNews!
Check them out 👇
1 x GG - https://t.co/dH4YjZZm4R
2 x TGC - https://t.co/SUp2kZTkcQ
✨LIFE UPDATE✨
Hello, it is I, crawling out of my Twitter hibernation to announce some really cool news: As of April 3, I'll be taking on a new role as @GGReconEsports's Evergreen Editor 🌲
Really looking forward to this new adventure - cannot wait to get started! 🎉