10000000%
The @BuffaloBills got straight HOSED by the @NFLOfficiating!!!
I swear I feel so bad for the Bills organization for what they’ve had to endure over the years but to have the refs to make that decision is not only unbelievable but unacceptable. These refs may need to be investigated. #realtalk
The NFL is shot. No one knows what a catch is anymore. Complete bullshit when the same type of play gets inconsistent rulings that flip-flop constantly.
This would have won Buffalo the game. Instead, the officials swallow their whistles, then gift Denver 2 DPIs in overtime. Consistency is the biggest issue with the officiating. The Bills were flat out screwed.
If you let this go and then call the one that ended the game you’re out to lunch. Ridiculous that this wasn’t called and the other one was. Easily as bad if not a worse hold.
AMD isn’t just a “catch-up” trade to NVIDIA.
It’s a leverage play on:
• AI inference
• Data center diversification
• Hyperscalers avoiding single-vendor risk
Market hasn’t fully priced that yet.
Using a VERY conservative estimate for the value of the non-core business units, $NBIS' core business is effectively trading at ~1-2x YE2026 ARR at today’s market cap, with half of that ARR already pre-booked.
It’s been a long time since the stock was this cheap.
Also, this marks the third time this year $NBIS has experienced a 40%+ drawdown. For stories like this, periodic sentiment resets are normal, and often where the best opportunities emerge.