Fernando Razo Rivas

Servidor y Amigo

[Daily Mail @DailyMail]

Noah's Ark resting place '100% confirmed' after 4,300 years as astonishing 'man-made' structure is detected buried deep underground https://t.co/iiTKRNuyyE

[jan @ironcarbs]

There is a rumor that Anthropic has discovered a non-invasive treatment to totally eradicate all cancers in humans, dogs and cats. It has a 100% success rate.

They plan to announce it at their IPO.

They are finalizing the final proofs and hope that no other competitor is capable of spending a bunch of compute and solve it before their finalized proof.

[Fernando Razo Rivas @frazo_rivas]

Cero votos y cero 🥚🥚 😂

[Don Ricardo Salinas Pliego @RicardoBSalinas]

No me toques dice el #CeroVotos proveedor de armas de grupos violentos en el país 😂. Que mejor diga, no me vayas a pisar.

[Mark Zuckerberg @finkd]

I believe everyone should have access to superintelligence, and I wrote a long piece about Meta's philosophy and values for building a positive future for everyone. https://t.co/2ZoNZXZ39T

[Adam Schefter @AdamSchefter]

More about a group being led by San Francisco 49ers limited partner Vinod Khosla agreeing to purchase the Seattle Seahawks for $9.6 billion, a record sale price for an NFL franchise, via @SethWickersham and me.

https://t.co/cJEm46FQlN

[Embajador Ronald Johnson @USAmbMex]

La lucha contra los cárteles debe unirnos, no dividirnos. Las personas en ambos lados de nuestra frontera desean vivir con seguridad y en paz. Merecen vivir libres de la intimidación, la corrupción y el miedo que generan los cárteles. Cada momento que dedicamos a convertir este desafío compartido de seguridad en una discusión política, es una oportunidad perdida para fortalecer nuestra cooperación y proteger a las personas a las que servimos.

[Embajador Ronald Johnson @USAmbMex]

The fight against cartels should unite us, not divide us. People on both sides of our border want to live safely and in peace. They deserve freedom from the intimidation, corruption, and fear that the cartels inflict. Every moment spent turning this shared security challenge into a political dispute is a missed opportunity to strengthen our partnership and protect the people we serve.

[Fernando Razo Rivas @frazo_rivas]

@BreeceH Te mereces esto y más ❤️

[Shay Boloor @StockSavvyShay]

$GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx.

Here’s how that money flows through the AI stack:

GPUs, Accelerators
• $AMD provides second source AI GPUs with MI300 & MI400 series
• $NVDA powers the AI accelerator layer with Blackwell shipping & Rubin in production

ASICs, TPUs, Design Services
• $MRVL provides interconnect & custom silicon for AI racks
• $ARM supplies CPU architecture across hyperscaler server fleets
• $CDNS enables hyperscaler AI chip development through EDA tools
• $AVGO builds custom AI silicon & networking ASICs for hyperscalers
• $SNPS powers hyperscaler silicon roadmaps with chip design software

Memory
• $MU supplies HBM & advanced DRAM for AI accelerators
• $SNDK supplies NAND flash for hyperscaler storage layers
• $WDC provides high capacity storage for AI data pipelines

Networking
• $CRDO supplies high speed SerDes for AI interconnect
• $COHR provides lasers & photonics for optical networking
• $ALAB delivers connectivity silicon for rack scale AI systems
• $ANET powers high speed switching inside hyperscaler AI clusters
• $GLW supplies fiber & optical materials for data center connectivity

Foundry & Advanced Packaging
• $KLAC process control for yield & reliability
• $LRCX etch & deposition tools for chip scaling
• $TSM advanced logic manufacturing for AI chips
• $AMAT wafer fab equipment for advanced nodes
• $ASML EUV lithography enabling leading edge nodes
• $AMKR advanced packaging & test for AI accelerators
• $INTC domestic foundry & advanced logic manufacturing for AI chips

AI Utility Layer
• $IREN builds down into power + compute
• $NBIS builds across the software + developer layer
• $CIFR rents out the physical layer through long-term leases
• $CRWV provides on demand GPU cloud capacity for AI workloads

Energy & Power
• $FSLR adds incremental utility scale solar capacity
• $CEG delivers nuclear baseload for large data center clusters
• $NEE builds large scale renewable capacity for grid expansion
• $VRT controls cooling & power systems inside AI data centers
• $VST supplies dispatchable power for hyperscaler grid demand
• $BE provides on site power that bypasses the grid for AI clusters
• $EOSE enables long duration storage for 24/7 data center power
• $SMR develops small modular reactors for future nuclear buildouts
• $OKLO provides “local nuclear plant” that the AI economy will require
• $GEV supplies turbines, transformers & grid hardware for grid rebuild

[Fernando Razo Rivas @frazo_rivas]

@lopezobrador_ Chtm

[Tattaglia® 🇲🇽🇪🇸 @NoSoyBuenaOnda]

Para los Chairos que juran y perjuran que Boby Lopez no tiene absolutamente nada que ver con el tren inter oceánico que el no supervisaba la obra ¿Que creen? HAY VIDEO!!! 👇

[ESPN @espn]

Fernando Mendoza spoke in Spanish for his grandparents in his Heisman winning speech ❤️

[Fernando Razo Rivas @frazo_rivas]

@MariaVFH Que están bien pendejos

[Fernando Razo Rivas @frazo_rivas]

@ea_puerto Estás bien estúpido

[Fernando Razo Rivas @frazo_rivas]

@RoblesZeus0505 Hola

[Fernando Razo Rivas @frazo_rivas]

🤞🤞🤞🤞🤞

[PFF @PFF]

The Jets are LOADING UP on 2027 first round picks

[Mónica Rodríguez Della Vecchia @monica_rdv]

Mira @Claudiashein harías bien en leer esto.

Una mujer que si supo y si pudo gobernar un país.

#MediocridadConMDeMorena

[Cayetana Álvarez de Toledo @cayetanaAT]

La presidenta @Claudiashein

Exige disculpas a España por los muertos de hace 500 años cuando debería ofrecerlas ella por los mexicanos que mueren hoy.

Carlos Manzo, joven y valiente alcalde de Uruapan, última víctima de la violencia que desangra México.

Descanse en paz.

[Adam Schefter @AdamSchefter]

Broncos classic uniforms are back for Sunday’s game against the Cowboys: