Fridaytamtidy

[Serenity @aleabitoreddit]

It's slightly more nuanced. Basically, $AMD SF event is tomorrow, Wed/Thurs (July 22, 23).

From Jefferies client note, AMD is expected to provide additional disclosures around their likely scale-up CPO roadmap + MI500.

If they confirm CPO route, would positive thematically since it's not just $NVDA forcing the transition.

As for $SIVE, we'll get a better read if they're directly in AMD supply chains.

Since right now, it's possible to map it through $GFS (reportedly involved in AMD MI500 CPO work) or AYAR (which AMD invested in). But no formal confirmations.

So if you're turning in:

- CPO thematic positive: MI500 explicitly commits to CPO/optical UALink.

- AMD gives details using Ayar Labs or GF SCALE for MI500 CPO: That would be extremely positive for $SIVE, given they're the upstream laser supplier / reference laser.

Currently, Blayne Curtis from Jefferies expect AMD to work with $ALAB on UAL and $AVGO on ESUN... but juicy details are here:

"We are looking for whether AMD commits to a CPO based scale up solution and who supplies the optical engine"

We'll get a broader read through on the supply chain come Wednesday/Thursday, too early to tell today.

[Frank Curzio @FrankCurzio]

In 2026, 1 in 10 Americans are on weight-loss drugs.

But they are affecting the American economy in ways no one expected.

6 of the wildest side-effects of GLP-1s:

1. Airlines saving $580M/year in jet fuel because passengers are lighter

[Fridaytamtidy @TyreTam]

@2157mill Tesla in 10yr time no one will remember they built cars

[Fridaytamtidy @TyreTam]

@K_h__1888 Strolled thru the diets as if he was playing fives.

[Korobochka (コロボ) 🇦🇺✝️🇷🇺 @cirnosad]

BREAKING NEWS: Trump finally admits that he used nuclear weapons against Iran. This is an official admission.

I don't want to hear another word from the collective of ret*rds claiming every single nuclear explosion is a depot explosion or a thremobarbaric bomb.

[Fridaytamtidy @TyreTam]

@2157mill $NBIS

[Bottleneck Investor @BottleneckFindr]

I love your conviction.

We often think $NBIS or $MU are overhyped at this point, because it's all we see in our twitter feed, which is 100% tailored to our interests.

If we zoom out, maybe 10% of investors even heard of them.

What will happen, when the majority that conservatively invests in staples and utilities begins to realizer that tokens are the next utility?

[Fridaytamtidy @TyreTam]

@JazzerArchers Anglian's patch covers "Silicon Fen" around Cambridge, which could supply much of the UK's future AI capability (Dcauk) , and the proposed Elsham site in North Lincolnshire — billed as the biggest new data centre in the country.

Hosepipe ban 👀

[Fridaytamtidy @TyreTam]

@henri_fjord Brief and sudden mk5

[Fridaytamtidy @TyreTam]

@suttonunited We only need to get it right once.

[Fridaytamtidy @TyreTam]

@suttonunited 😂

[Michelle Beckett @MichelleBeckett]

I’m carrying out the horrible task of ringing Dad’s utility and service providers to inform them of his death. Bereavement teams at his banks- all so lovely. Same with @SkyUK and @VodafoneUK, so compassionate and backdated termination of service to the date of his death.
@virginmedia, however, totally different story. Will NOT BACKDATE termination of contract, only to today. It was only 2.5 weeks ago, but it’s the principle.
Why is this jarring policy in place, @virginmedia, and differs so much from your competitors?
Has left a really poor impression of your company at an incredibly difficult time.

[Fridaytamtidy @TyreTam]

@MollySOShea @marcboroditsky @nebiusai @aleabitoreddit thoughts? 3mins 19secs

[Fridaytamtidy @TyreTam]

@MktMavPro Bold statement not being picked up by the wider market. It should have been the key takeaway from that interview. Surely signals another major contract incoming.

[MarketMaverick @MktMavPro]

$NBIS If you’re wondering what ARR is shaping up to be…. Listen to the 3:15 mark of this video…

[Fridaytamtidy @TyreTam]

@nathan12147567 Suicidal Empathy in progress. Anyone critical of immigration, criminal behaviour in the city centre is now right wing.

People of a certain vintage remember how Glasgow was, yes it was rough but it was generally gang on gang violence.

[🏴󠁧󠁢󠁳󠁣󠁴󠁿 @caledoniapatria]

@nathan12147567 Here's one of your Celtic fans.

[Fridaytamtidy @TyreTam]

@BBCScotlandNews Area is an absolute shit hole. That's why

[Fridaytamtidy @TyreTam]

@RonDeSantis Bloody Americans