......

$$

[...... @Jacobhaley3]

@UFCNews Tommy McMillan must see TV lol

[...... @Jacobhaley3]

@JackJ3596 @ShardiB2 Some great saas companies have been beaten to pulp. Might be worth a look!

[...... @Jacobhaley3]

@arielhelwani @Eric_XCMMA If I were Joe I would not want this footage out there lol

[WOLF @WOLF_Financial]

SK HYNIX'S $SKHY REVENUE GROWTH LOOKS SLOWER THAN MICRON'S ON PAPER. THE REASON WHY FLIPS THE STORY

SK Hynix's revenue last quarter was $35.5B, about 80% of Micron's, and growing slower year-over-year. On the surface, that reads as Micron winning.

Per @TickerSymbolYOU: it's mostly a base effect.

Micron spent 2023 through 2025 in a down cycle, memory was still trading like a commodity and HBM wasn't constrained yet. That stock only started moving in the last year. So Micron's "faster growth" now is largely a recovery off a beaten-down base.

SK Hynix, meanwhile, recovered from that same down cycle faster and is still growing revenue 200% year-over-year off a much higher starting point.

Its EPS works out to roughly $75 a share, about as much as Micron and Sandisk combined.

And the valuation gap is where it gets interesting: Micron trades at a forward P/E of about 11.7. SK Hynix, at last night's price, was at 7.6, before today's 10%+ move.

[...... @Jacobhaley3]

@virtualbacon @zerohedge Agreed hyperscalers may be in trouble if AI fails however ai is being funded with institutional investors like the mag 7, blackrock, Fidelity and dot com bubble was mostly funded by retail so institutional investors are betting that AI doesn't fail

[...... @Jacobhaley3]

@virtualbacon @zerohedge The capex isnt being financed by cheap money it's being financed by the most profitable companies in the world lol

[Aakash Gupta @aakashgupta]

Apple just sued OpenAI, and the wildest part is how they got caught: one candidate screenshotted confidential Apple files on his Apple work laptop hours before his OpenAI interview. Apple reads its own server logs. The recruiting pipeline generated its own evidence trail.

The complaint says OpenAI's hardware chief Tang Tan, a 24-year Apple veteran, directed candidates still employed at Apple to bring "actual parts" (batteries, logic boards) to interviews for show and tell sessions. One candidate was surprised, saying he didn't even know you could take those out of the office.

Apple also alleges Tan circulated an internal Apple offboarding document to coach new hires on dodging exit security checks, and that a departing engineer kept his Apple laptop, found a bug that still gave him access to Apple's cloud storage, and downloaded dozens of confidential hardware files after joining OpenAI.

Then the supplier: OpenAI allegedly got one of Apple's manufacturing partners to demonstrate a proprietary metal finishing technique by letting the partner believe Apple had approved it.

Over 400 former Apple employees now work at OpenAI. Apple says it flagged all of this to OpenAI in February and never got a response. Five months later, it filed.

The ask reveals the strategy. Apple wants an injunction barring OpenAI from using the secrets, the return of every file, and full discovery into io, right as OpenAI preps its first device launch and an IPO. If a judge grants it, OpenAI may have to prove the device was built clean, component by component, before it ships.

The device was supposed to run on the world's best hardware talent. Now its bill of materials is evidence.

[...... @Jacobhaley3]

@xmatrixmx @zerohedge Companies are using it to suppress wages not to bring in specialized talent

[...... @Jacobhaley3]

@zerohedge No wonder why new SW engineering college grads can't find a job

[...... @Jacobhaley3]

@XXL 🔥🔥

[...... @Jacobhaley3]

@WOLF_Financial They'll throw money at AI ipos who need the data centers for compute and then short/ding the hyperscalers who own the data centers. If hyperscalers fail it will be because ai fails. And even if AI fails data centers can still be repurposed

[Massimo @Rainmaker1973]

Scientists have discovered a promising new neighbor for Earth.

The exoplanet known as GJ 3378b orbits a red dwarf star relatively close to our solar system (25 light years). It is approximately twice the size of Earth making it one of the nearer worlds available for detailed study in the ongoing search for potentially habitable conditions.

Its position stands out as particularly noteworthy. The planet lies within the habitable zone of its star also known as the Goldilocks zone. In this region temperatures could allow liquid water to exist on the surface provided the planet possesses a suitable atmosphere.

This detail remains critical. Researchers have not yet confirmed whether GJ 3378b has an atmosphere. Without one liquid water would be hard to sustain and the surface would face intense stellar radiation.

The planet occupies a region near what astronomers sometimes call the cosmic shoreline. This boundary helps determine if a world has sufficient gravity to retain an atmosphere against the erosive effects of its host star.

Its relative proximity makes GJ 3378b a strong candidate for observation by future instruments. NASA’s upcoming Habitable Worlds Observatory planned for the coming decades aims to analyze atmospheres of Earth like planets and look for biosignature chemicals.

No claims of life have been made. However the discovery offers astronomers an exciting nearby target worthy of deeper investigation.

[Discovery reported in a peer reviewed astronomical study on the exoplanet GJ 3378b (2026)]

[...... @Jacobhaley3]

@OnlyInBOS Dis why I stick to Twitter followers only

[...... @Jacobhaley3]

@JoeyMurr Easily replaceable talent nothing special about the guy

[...... @Jacobhaley3]

@ChampRDS How about he learn how to check leg kicks and protect his chin

[SportsCenter @SportsCenter]

"They were never going to play very long together because no one was going to pay the two of them in one town, on one franchise, $600 million dollars."

@RealMikeWilbon says it was only a matter of time before Jaylen Brown or Jayson Tatum were traded 😳

[...... @Jacobhaley3]

@ValleyBoyz02 @KalshiHoops What's laughable is you think he's better than @FCHWPO

[...... @Jacobhaley3]

@985TheSportsHub @ZoandBertrand Beetle is hitting this on the button. It's all about the $$

[...... @Jacobhaley3]

@PatsPlanet_ Fuck that soft ass bitch

[...... @Jacobhaley3]

@esidery Star hunt for who. Who is available that is better than JB or Giannis I'll wait....