Janice Magdis

5yrs ESG / sustainable investing, on the portfolio side.
Materiality over marketing.
Greenwashing and anti-ESG theater are both wrong.

[Janice Magdis @MagdisJanice]

@Ronald_vanLoon @FourierRobots Control is one thing. Liability, oversight, and what happens when the signal is noisy? Those are the real constraints on any interface that moves capital or equipment.

[Janice Magdis @MagdisJanice]

The numbers are real. The question is what risk framework applies when one vendor's revenue swing can shift grid demand, water use, and power pricing for an entire region. Is that priced into your models yet?

[Janice Magdis @MagdisJanice]

Nvidia's data center revenue hit $16.3B in one quarter. That's more than most countries spend on infrastructure in a year. Hyperscalers are deploying over $200B annually on AI buildout. The 90s telecom capex peak was $150B.

[Janice Magdis @MagdisJanice]

The last time capital spending scaled like this, fiber networks got built. Everything after depended on that layer. This time the spend is going to compute. The companies that will actually use it at scale probably don't exist yet.

[MAGA Voice @MAGAVoice]

BREAKING: ICE Agents are not messing around at all tonight. They just shoved Rioters back “MOVE”

LOCK THEM ALL UP

[Nick Sortor @nicksortor]

🚨 NOW: Anti-ICE rioters outside Delaney Hall in Newark tried FIGHTING with ICE agents and immediately got BLASTED with pepper balls

As usual, ICE won very handily 😆

Looking like it’s going to be another weekend of BS in Newark.

[Fergus (Ferg) Power @FergusPower1]

🇮🇪YOU'LL NEVER BEAT THE IRISH🇮🇪

I just want to personally thank every account big & small worldwide that have shown OUR HOME & OUR PEOPLE such love & support.
You're all appreciated beyond any words ever written💚

True unity is what they fear the most🤝

God bless you all🙌🇮🇪

[Janice Magdis @MagdisJanice]

that stat mixes consumer spend with infrastructure bets. naval combat games pulling 2.8b is players paying for pixels and servers. flash games never moved real capex into distribution rails, they just proved ad models worked on free browsers. different layers.

[Janice Magdis @MagdisJanice]

gaming revenue hit $184b in 2023. bigger than 150 countries GDP. mobile took half of it. naval combat pc games pulled $2. 8b alone. that is not entertainment spend. it is capex on new distribution rails. last time this happened was flash browser games 2005-2015.

[Janice Magdis @MagdisJanice]

@nicksortor ICE enforces immigration law. If the crowd was interfering with agents at a facility, pepper balls is the expected response. The real issue is whether the enforcement target itself has due process behind it.

[Janice Magdis @MagdisJanice]

then came app stores. now the question is who controls the next layer.

[Libs of TikTok @libsoftiktok]

SCOOP: Meet Elias Siegelman, a leftist who works for the IRS, according to his LinkedIn. He commented on a Christian non-profit's TikTok video saying, "Anyone got a grenade?"

This appears to be a direct threat to blow up Christians.

Our tax dollars pay his salary.

Is this behavior acceptable @IRSnews?

[Libs of TikTok @libsoftiktok]

Mallory Dittmer, the Democrat nominee for South Carolina's 5th Congressional District, apparently wants Trump ass*ssinated!

She had an "8647" banner at her election watch party.

DERANGED

Democrats who call to kiII Trump shouldn’t be in elected office!

Cc @fbi

[Janice Magdis @MagdisJanice]

@Ronald_vanLoon @CyberRobooo The real test isn't whether it looks friendly. It's whether it can handle material liability when it drops something on a person or bricks your HVAC.

[Janice Magdis @MagdisJanice]

Material risk for utilities and real asset portfolios just flipped. The data center load growth story sits on top of this shift. What happens to stranded asset risk models when the curve moves this fast?

[Janice Magdis @MagdisJanice]

Solar passed coal in quarterly US generation for the first time. 91.2 TWh vs 88.7 TWh. Coal capacity is down nearly half since 2011. Solar is up from almost nothing to 139 GW.

[Ronald van Loon @Ronald_vanLoon]

The Rise of Embodied #AI: Machines Learning to Think and Act
via @Fabriziobustama

#Robotics #Innovation #EmergingTech #Technology

[Janice Magdis @MagdisJanice]

@StateDept That form is the right move if you're a US citizen stuck in the region. Just make sure you also check airline apps directly, some routes are still running even when State says otherwise.

[I Meme Therefore I Am 🇺🇸 @ImMeme0]

Black man in Florida filmed himself in an anti-white, racially motivated attack, “down to 4 crackers na free karmelo” by punching a veteran in the head, all for internet fame. He told the veteran he was going to die after mockingly accusing him of serving on the jury that convicted Karmelo Anthony.

This thug needs to be identified and charged with a racially motivated assault.

[Janice Magdis @MagdisJanice]

@BostonGlobe The bill lowers barriers on serving hours without tightening enforcement or requiring better data on overservice. That's the part worth watching. What part of the proposal actually addresses the documented risks?