Eric Fernandez ☮️

Friend, Mentor, Advisor, Investor for Media, Sports & Ent Marketing, Data and Digital. Husband, dad of 4 and G-paw to 4 and counting. Baylor diehard. Sic 'em.

[Eric Fernandez ☮️ @eman14]

"Each day is an opportunity to shape our soul in wisdom"

[HokieSports @hokiesports]

Historic. Transformational. Game-changing.

Virginia Tech has received a $75 million commitment, the largest in university history. From Invest to Win to the future ahead, the momentum continues. 📈

➡️ https://t.co/Gjg8uBfE6b

[Team Talarico @TeamTalaricoHQ]

Former Governor of Texas Rick Perry (R):

“Ken Paxton initially offered a plea deal to a MAN WHO ADMITTED TO MOLESTING a child to serve only ONE DAY IN JAIL.”

[Team Talarico @TeamTalaricoHQ]

The family of a child who was repeatedly raped by a man who Ken Paxton let off with no new jail time is speaking out:

“The fact that Attorney General Ken Paxton allowed this man to get away with molesting and sexually abusing [our] son for three years is completely disqualifying.

Adam Hoffman could have faced life in prison. Instead, Ken Paxton and his office offered him a deal that kept him off the sex-offender registry and included no new jail time.”

[Team Talarico @TeamTalaricoHQ]

This is Nate Paul.

He was under FBI investigation for fraud. His real estate empire was collapsing after 18 properties filed for bankruptcy in a single year.

He wrote Ken Paxton a $25,000 check.

Then Paxton directed his AG’s office to hand Paul confidential investigative files.

They blocked foreclosure sales on his properties.

And they sided with Paul against the charity he was accused of defrauding.

Nate Paul even employed Paxton's mistress at Paxton’s recommendation.

Paxton's own senior staff reported his corruption to the FBI. They were fired.

This is what Ken Paxton does when he’s in a position of power — and it’s why he should be nowhere near the U.S. Senate.

[Eric Fernandez ☮️ @eman14]

@PeterBurnsESPN Easiest way to resolve this…play week one. Tech willing to play and pay for buy outs. Your move @TexasFootball. Put up or shut up.

[Eric Fernandez ☮️ @eman14]

@andreatalk @jcamthe1 @Josh_Cameron34 @SaysCity @spurs GO SPURS GO!! must win Game 6.

[PGA of America @PGA]

At 100 years old, WWII veteran Bernie Smoot still drives his convertible Ford Mustang to play golf five days a week, shoots in the low 80s and shares wisdom from 74 years in the game: “You live to play golf. But to reach my age, you play golf to live.”

To celebrate Bernie — who landed at Omaha Beach just months after graduating high school — his PGA Coach and friend Jeff Maynor organized a tournament in his honor at the University of Maryland Golf Course, where Bernie plays five days a week.

Maynor, the course’s PGA Director of Golf, has run a @PGAHOPE program there for Veterans since 2019, which Bernie loves to support. The tournament for Bernie was a chance for those Veterans to thank him and celebrate his love for the game.

[Baylor Football @BUFootball]

More than a Quarterback.
Get an inside look at the mindset, work ethic, and journey of DJ Lagway - streaming now on @BaylorPlus

🎞️ https://t.co/RT6Nsk195r

[Ricardo @Ric_RTP]

Nvidia is pulling off the most sophisticated financial loop in tech history.

They invested $40 BILLION in its own customers in just 5 months.

Here's why this could blow up the entire AI economy:

Nvidia generated $97 billion in free cash flow last year. Instead of sitting on it, Jensen started writing checks to every company in the AI supply chain.

Not small checks. We're talking about billions at a time.

And almost every single one of those companies turns around and spends that money on Nvidia chips.

Follow the money:

$30 billion into OpenAI. OpenAI is one of Nvidia's largest GPU customers and spends billions annually on Nvidia hardware through cloud providers.

$2 billion into CoreWeave, a company that exists exclusively to rent out data centers full of Nvidia GPUs.

$2 billion into Marvell for silicon photonics that connects Nvidia systems.

$2 billion into Lumentum for optical tech that powers Nvidia data centers. $2 billion into Coherent for the same thing.

$2 billion into Nebius, an AI cloud company deploying Nvidia infrastructure.

$3.2 billion into Corning, the glassmaker building three new US factories specifically to make fiber optic cables for Nvidia's next-gen systems.

$2.1 billion into IREN, a data center operator that just agreed to deploy 5 gigawatts of Nvidia-designed infrastructure.

And the list goes on.

Every single recipient either buys Nvidia chips directly, builds infrastructure that runs on Nvidia chips, or manufactures components that go inside Nvidia systems.

Matthew Bryson, an analyst at Wedbush Securities, said in a research note that Nvidia's dealmaking fits "squarely into the circular investment theme."

Bloomberg even published an entire interactive feature this week titled "AI Circular Deals: How Microsoft, OpenAI and Nvidia Keep Paying Each Other."

The piece maps how capital flows between the same handful of companies and gets counted as revenue multiple times along the way.

But here's the part that makes this genuinely complicated:

Nvidia's $5 billion investment in Intel from September is now worth over $25 billion. That's a 5x return in months.

Their private company portfolio went from $3.4 billion to $22.3 billion on the balance sheet in a single year. They booked $8.9 billion in gains from equity investments alone.

So when critics say "circular investing," Nvidia can point to Intel and say "we turned $5 billion into $25 billion, this is just smart capital deployment."

And they're not wrong. Some of these bets ARE paying off like crazy.

The real question is whether Nvidia is a chipmaker that happens to invest, or a venture fund that happens to sell chips. Because right now Jensen is doing both at a scale that has never existed in the semiconductor industry. No chipmaker in history has EVER invested $40 billion in its own ecosystem in five months.

Last fiscal year Nvidia invested $17.5 billion in private companies. Their SEC filing literally says those investments include "AI model companies that purchase its products directly or through cloud service providers."

They're saying it themselves: We invest in companies that buy our products.

On Nvidia's last earnings call, Jensen told investors their investments are focused on "expanding and deepening our ecosystem reach." Translate that from CEO-speak and it means "
we're funding the companies that fund us.

The bull case says Nvidia is building an unbreakable moat by financing the entire AI supply chain and ensuring it all runs on Nvidia hardware. The bear case says this is the most elaborate circular revenue scheme since the subprime mortgage era and it all breaks apart the moment one domino falls.

Both cases use the exact same evidence.

[Kenny Jacoby @kennyjacoby]

In the last decade, a private investment firm has consolidated much of youth hockey, turning what was once a community-based activity into a profit machine for wealthy investors.

I spent nine months investigating Black Bear Sports Group. Here's our story:
https://t.co/dMs4pylHE8

[Rick Reilly @ReillyRick]

It's impossible to count how many people Ted Turner helped in his life. He gave $1B to start the UN Foundation, which helped me begin the anti-malaria campaign Nothing But Nets, which raised $80m and saved millions of lives and grew thanks to people like @StephenCurry30 ... RIP.

[Chuck Schumer @SenSchumer]

Happy Cinco de Mayo, @WhiteHouse!

[Covie @covie_93]

The people who promised to fix everything on day 1 are still out here blaming Joe Biden on day 467.

[Adam Kinzinger (Slava Ukraini) 🇺🇸🇺🇦 @AdamKinzinger]

The White House def activated the blue checkmarks to blame Biden for Spirit airlines.

Amazing how he takes credit for anything good and never takes blame for anything bad.

The most helpless, victim, snowflake ever to be president

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The average price of a gallon of gas in the US surges to $4.43/gallon, now up +61% since December.

Americans will spend ~$90 billion more at the pump in a year than they would with gasoline at $3.00.

[Travis Akers 🇺🇸 @travisakers]

MAGA influencer Craig Long was arrested this week in Florida for his role in a sex trafficking ring. Long, who is a close friend of Donald Trump Jr. and strong supporter of Donald Trump, was caught in a sting operation in Polk County.

[NBA Base @TheNBABase]

Steve Kerr on his biggest concern about America Today

“When I finished college almost forty years ago, if you went to school and got a degree, you could get a job and you could buy a house. Now that's out of reach for most people between student debt and home prices and the economy slanted toward the very, very top one per cent. We don't really have a middle class, and we don't have what used to represent the American Dream, which was: you can do better than your parents. We're going backward on all that. Our family is lucky. I'm in a position where my family can live well. But there are millions of people out there, young people who are looking at the horizon and saying, "I did everything I was told I needed to do, and I can't buy a house, and I can't chase my dream." Think about what that means for the stability of communities and cities and a whole country.”

(Via @NewYorker h/t @warriorsworld )

[Pope Leo XIV @Pontifex]

Without a change of direction in the assumption of political responsibility, and without respect for institutions and international agreements, humanity's destiny risks being tragically compromised. God does not want this. His holy Name must not be profaned by the desire for domination, arrogance, or discrimination. Above all, it must never be invoked to justify death-dealing choices and actions.

[James Tate @JamesTate121]

Donald Trump thought he could score cheap political points by calling Bill LeRoy an “insult to Jesus” because the veteran catcher and captain of the Savannah Bananas is “beyond woke” and believes that God does not discriminate on the basis of gender.
Standing in front of a roaring, sold-out Banana Ball crowd, LeRoy didn’t just clap back — he delivered a powerful, no-nonsense response that shook the stadium.
“The president of the United States just said that I insulted Jesus,” LeRoy began, gripping the mic with calm intensity. “You want to know what’s a real insult to Jesus? Turning your back on people who need help while giving more to those who already have everything.”
“You know what insults Jesus?” he continued, gesturing toward the crowd. “Separating families, shutting doors on those in need, and forgetting what ‘love thy neighbor’ actually means. That’s not the message I stand for — and it’s not the message this team stands for.”
“You know what insults Jesus? Preaching values while ignoring compassion. Talking about faith while practicing division. That’s not faith — that’s politics dressed up as religion.”
“I’m not a perfect Christian,” he said, a small smile crossing his face. “There’s only been one perfect man, and I’m not him. I’m just a catcher who believes in treating people right.”
“Jesus told us to love our neighbors as ourselves… So why do we keep choosing hate, division, and fear instead?”

[David Kaye @DavidKaye9]

Please don't fall for this clickbait. It's a "satire" account posting a fake screenshot. Kayden never posted this and there's zero truth to it. #SicEm