Bobby Ayomide Alao

The New Army💛

[Bobby Ayomide Alao @bobbyayomide_]

@omoalhajaabiola Im interested

[Quartr @Quartr_App]

The Semiconductor Value Chain

[Rohan Paul @rohanpaul_ai]

Google’s TPUs are on a serious winning streak, across the board.

Google is scaling 3 TPU chip families Ironwood, Sunfish, and Zebrafish so its custom accelerators cover current high end inference and training needs while laying out a roadmap for even larger pods in 2026-2027.

Current TPU users include Safe Superintelligence, Salesforce, and Midjourney, which gives new teams a clear path to adopt.

Ironwood, also called TPUv7, is an inference focused part that delivers about 10x the peak performance of TPU v5 and 4x better performance per chip than TPU v6, with a single chip giving roughly 4,600 FP8 terafops, 192GB HBM3e, and scaling to pods of 9,216 chips and around 1.77 PB shared memory, which fits big LLM and agent serving workloads.

Early supply chain reports suggest Sunfish is the follow on generation often labeled TPUv8, with Broadcom staying on as design partner and a launch window centered around the later 2020s, aimed at even larger training and inference superpods that take over from Ironwood in Google Cloud data centers.

Zebrafish, where MediaTek shows up as the main ASIC partner, looks like a second branch of the roadmap that can hit lower cost and different thermal envelopes, which likely suits more mainstream clusters and regional builds instead of only the absolute largest supercomputers.

By spreading workloads across these 3 families, Google can offer hyperscale customers commitments like Anthropic’s plan for up to 1,000,000 TPUs and more than 1 GW of capacity while trying to match or beat Nvidia on performance per watt and usable model scale at the full system level.

[ETF Tracker @TheETFTracker]

When you buy $10,000 of the VanEck Semiconductor ETF $SMH, here’s how much of each stock you’re buying:

$1,925 of Nvidia $NVDA
$1,054 of Taiwan Semiconductor $TSM
$791 of Broadcom $AVGO
$564 of Micron Technology $MU
$564 of Lam Research $LRCX
$547 of ASML Holding $ASML
$496 of KLA Corp $KLAC
$481 of Applied Materials $AMAT
$465 of Intel $INTC
$449 of Advanced Micro Devices $AMD
$448 of Texas Instruments $TXN
$427 of Analog Devices $ADI
$400 of Qualcomm $QCOM
$308 of Synopsys $SNPS
$256 of Cadence Design Systems $CDNS
$185 of Marvell Technology $MRVL
$149 of NXP Semiconductors $NXPI
$107 of Monolithic Power Systems $MPWR
$103 of Microchip Technology $MCHP
$99 of Teradyne $TER
$68 of STMicroelectronics $STM
$55 of ON Semiconductor $ON
$21 of Skyworks Solutions $SWKS
$18 of Qorvo $QRVO
$15 of Universal Display $OLED

[Milk Road AI @MilkRoadAI]

The writing was on the wall the moment Morgan Stanley released their 2026 projections.

Nvidia eats 20%, Apple drops to 16%.

When the biggest buyer (Apple) loses pricing power, the entire ecosystem resets.

Don't be surprised when Intel capitalizes on this shift. The rotation is here.

[VanquishTrader @VanquishTrader]

TOP 5 OPPORTUNITIES IN SPACE VALUE CHAIN

1. $RKLB operating an end-to-end space logistics stack spanning launch, spacecraft manufacturing, mission software and in-orbit services.

2. $ASTS building a space-based cellular network that delivers direct-to-device broadband without ground infrastructure.

3. $PL monetizing continuous Earth data through geospatial analytics used for defense, mapping and environmental intelligence.

4. $FLY collecting high-resolution Earth imagery & sensor data for defense, intelligence and commercial monitoring.

5. $RDW manufacturing space-qualified infrastructure, power systems and payload platforms for government and defense missions

[Bobby Ayomide Alao @bobbyayomide_]

@wordisko24 @Rxbremen Sometimes just learn how to read and understand

[LiveScore @livescore]

Seven league games without a single shot this season for Gyökeres 🫥

[Football Tweet ⚽ @Footballtweet]

Happy birthday to the one and only, Sir Alex Ferguson, who turns 84 today! 🎉🏴󠁧󠁢󠁳󠁣󠁴󠁿

🏆 Scottish Premier League: 3
🏆 Scottish Cup: 4
🏆 Scottish League Cup: 1
🏆 Premier League: 13
🏆 Champions League: 2
🏆 European Cup Winners' Cup: 2
🏆 European Super Cup: 2
🏆 FA Cup: 5
🏆 League Cup: 4
🏆 Club World Cup: 1
🏆 Intercontinental Cup: 1
🏆 Community Shield: 10

🗣️ Roy Keane: “He was the boss. What made him special was that he never stopped demanding more. Even after winning everything, he wanted improvement.”

🗣️ Cristiano Ronaldo: “He taught me how to become a winner. Sir Alex was like a father to me in football.”

The GOAT manager? 🐐

[The Touchline | 𝐓 @TouchlineX]

🚨 𝗗𝗜𝗗 𝗬𝗢𝗨 𝗞𝗡𝗢𝗪: Carlo Ancelotti is the only manager to have won every single European Top 5 league.

• Premier League with Chelsea 🏆🏴󠁧󠁢󠁥󠁮󠁧󠁿
• La Liga with Real Madrid 🏆🇪🇸
• Serie A with Milan 🏆🇮🇹
• Bundesliga with Bayern 🏆🇩🇪
• Ligue 1 with PSG 🏆🇫🇷

[EuroFoot @eurofootcom]

🚨🔻 Wolves have lost 12 consecutive matches...

❌ 2-0 loss vs Sunderland
❌ 3-2 loss vs Burnley
❌ 4-3 loss vs Chelsea
❌ 3-0 loss vs Fulham
❌ 3-0 loss vs Chelsea
❌ 2-0 loss vs Crystal Palace
❌ 1-0 loss vs Aston Villa
❌ 1-0 loss vs Nottingham Forest
❌ 4-1 loss vs Manchester United
❌ 2-1 loss vs Arsenal
❌ 2-0 loss vs Brentford
❌ 2-1 loss vs Liverpool

They are rock bottom in the Premier League with only 2 points all season. 😳

[CentreGoals. @centregoals]

🚨🚨| Manchester United are currently valued at £4.2bn-£4.6bn, the 𝐌𝐎𝐒𝐓 𝐕𝐀𝐋𝐔𝐀𝐁𝐋𝐄 club in England. 🏴󠁧󠁢󠁥󠁮󠁧󠁿💰

[@TheAthleticFC]

[Football Tweet ⚽ @Footballtweet]

🚨 Cristiano Ronaldo in 2025:

⚽ 40th goal of the year
🥇 Top scorer in the Saudi League (12 goals)
📅 14th calendar year with 40+ goals

The GOAT doesn't stop. 🤯

[CentreGoals. @centregoals]

🚨🚨| This is Manchester United’s first Premier League win without Bruno Fernandes in the starting XI since the 2022/23 season.

[Football on TNT Sports @footballontnt]

Ayden Heaven won 100% of his duels, completed 94% of his passes, made 8 clearances and committed 0 fouls in Man United's 1-0 victory against Newcastle.

A perfect defensive performance 💪

[EuroFoot @eurofootcom]

🇵🇹✨ Nuno Mendes is only 23-years-old and has already won 16 trophies for club & country. 😳

🏆 Trophies won with Sporting: Primeira Liga, Taça da Liga, Portuguese Super Cup.

🏆 Trophies with PSG: Ligue 1 x4, Coupe de France x2, Trophee des Champions x3, UEFA Champions League, UEFA Super Cup, FIFA Intercontinental Cup.

🏆 Trophies with Portugal: UEFA Nations League.

[Madrid Universal @MadridUniversal]

Juventus had only conceded 3 goals in the run-up to the 2017 UCL final.

Against Real Madrid in the final, they conceded 4. 🥶

[Bobby Ayomide Alao @bobbyayomide_]

@Kryptofarmer0 Im interested

[Football Tweet ⚽ @Footballtweet]

Throwback to the 1990/91 season, when Steve Bruce scored 19 goals as a centre-back. ⚽️

He was Manchester United's top scorer that year. 👏

[Football on TNT Sports @footballontnt]

Man United have created more chances than any other side in the Premier League this season - 207 🪄

via @WhoScored