InmanRoshi

Not now

[InmanRoshi @InmanRoshi]

@synthpolis Another possible scenerio: Compal is going to occupy the hardware lane and TSSI focuses on "integration services" for Dell customers.

[InmanRoshi @InmanRoshi]

@synthpolis Almost certain the $17 million CapEx spend on the Georgetown facility set to complete in Q3 2026 that was "directed" by a certain OEM partner was for 800V in preperation.

[InmanRoshi @InmanRoshi]

@synthpolis L6-L10 assembly right next door to L11 assembly.

Opening in 2027 -> Vera Rubin mass production ramp &
Kyber NVL576 600kW.

[InmanRoshi @InmanRoshi]

@jordan_marlo_ Probably has the highest floor of any of the non-Top 4 players in this class imo. Would be shocked if he doesn't have 10+ year career doing Al Horford things.

[InmanRoshi @InmanRoshi]

@distributionat @TheStalwart @tenobrus @davidad Yes, culture issue where Anthropic looks at their product as an omnipotent God in a box rather than just a tool people can use to be more productive.

[InmanRoshi @InmanRoshi]

I think RFK Jr will be shown the door soon. Vibe change is afoot.

[Laura Loomer @LauraLoomer]

The more I observe, the more I realize the left wasn’t so wrong about their claims that many personalities on the fringe of the so called right are foreign agents.

Broken clocks and all.

I’ve come to see a lot of things I was blinded to before.

[InmanRoshi @InmanRoshi]

Entering a prolonged era of global peace because everyone has depleated their ammo and oil reserves

[InmanRoshi @InmanRoshi]

@TheStalwart Asked ChatGPT to write me a Pete Seeger inspired folk song about this..

[InmanRoshi @InmanRoshi]

Begun, the Chud Wars have.

[InmanRoshi @InmanRoshi]

@agraybee just spoke with Maine voter named Claude Cunningham, he said "Platner's not just a Senate Candidate, he's a entirely new paradigm of Working Class Representation"

[modest proposal @modestproposal1]

We are factor neutral (except for momentum because that one only goes up)

[InmanRoshi @InmanRoshi]

@jordan_marlo_ Right, between COVID season in college, playing for Austrailia national team instead of summerleague, etc. we never saw him play against other high level piers. Burries came into Arizona with another HS Top 10 recruit and was the undisputed alpha by the end of season.

[InmanRoshi @InmanRoshi]

@jordan_marlo_ The biggest problems with Green were ...
a) No ability to finish near at rim, despite being a fairly good athlete.
b) No confidence/aggression to attack (even as opponents were practically begging him to)

Neither one are issues with Burries. Not even close.

[InmanRoshi @InmanRoshi]

@mattyglesias For those occasions when Tulsi Gabbard is too principled, give Bill Pulte a call.

[InmanRoshi @InmanRoshi]

@OnodaCapital If you get caught shorting an AI story stock, you're going to get the Letitia James/Lisa Cook treatment.

[InmanRoshi @InmanRoshi]

If you get caught shorting an AI story stock, you're going to get the Letitia James/Lisa Cook treatment.

[InmanRoshi @InmanRoshi]

@NationMffl Let Mike Schmitz cook with 3 picks in the Top 30.

[InmanRoshi @InmanRoshi]

@ok_post_guy Casinos appear to be dead in the water politically (and I think they got on the wrong side of Paxton), but I do think they want to develop an entire "entertainment district" around the proposed stadium on undeveloped land.

[InmanRoshi @InmanRoshi]

Pretty remarkable how much the "Sports Stadiums as as downtown revitalization catalysts" era has come and gone.

[Mike Curtis @MikeACurtis2]

Breaking news from @townbrad:

Dallas Mavericks choose Valley View site for new arena and entertainment district
https://t.co/rJuKfWtwoZ

[InmanRoshi @InmanRoshi]

@SportsBuckaroo @seanbuckley I wonder if the current ownership has any background in leisure and hospitality?