jeriesco

Alegre por naturaleza; sin complicaciones, pero eso si, muy responsable. LCEA y MNI; amante de la alta tecnología sublemado con amor ante mi gran familia:)

[Genius Garage @geniusgarag]

Genius Plumbing & Home Repair Hacks Using Plastic Bottles & Waste Material!

[jan dekkers @jan_dekkers]

𝗡𝗜𝗢: 𝗧𝗵𝗲 𝗺𝗮𝗿𝗴𝗶𝗻 𝗳𝗹𝘂𝘀𝗵 𝗶𝘀 𝘁𝗵𝗲 𝘀𝗲𝘁𝘂𝗽

$NIO just dropped below the price where brokers allow margin. Leveraged holders got margin calls* and had to sell whether they wanted to or not. That’s forced selling, not a verdict on the business. Once it’s done, those sellers are gone and the people left are holding shares they own outright.

𝗠𝗲𝗮𝗻𝘄𝗵𝗶𝗹𝗲, 𝗹𝗼𝗼𝗸 𝗮𝘁 𝘁𝗵𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆:

334.5K deliveries YTD, up 38.5% year over year

All-New ES8 passed 160K deliveries in about 13 months

Geely is paying about RMB 16B for 30% of NIO Power. That price alone equals more than a quarter of NIO’s whole market cap

NIO IN 2026 AI day on Nov 25 in Guangzhou

Q3 earnings coming soon

The stock is down about 36% this year and sentiment is about as bad as it gets. Forced sellers are out and the catalysts are lined up. I’m not selling here.

Not financial advice. Do your own research.

𝗦𝗼𝘂𝗿𝗰𝗲𝘀:

NIO October 2026 Delivery Update (Finviz) https://t.co/lEf2613zQC

TIKR: NIO down 26% in 3 months https://t.co/h3pWGFnAus

247 Wall St: Nio down 36% in 2026 https://t.co/U5QBZAzWzT

Stocktwits: NIO retail robots / Geely stake https://t.co/bfrqgy1Ug2

Börse Express: NIO IN 2026 https://t.co/OIB0Z89ZBb

**When a broker issues a margin call, the account holder has to either deposit more cash or sell shares to get back above the requirement. The deadline is usually short, often a few days and sometimes same-day. If they don’t do it in time, the broker can sell their shares for them without asking.

[Cryptoklepto @CK_Cryptoklepto]

"The market likes clean" day 2

$RIOT and $MARA got there from opposite ends:

• RIOT cleaned up the lease side: 15-year Corsicana lease, 910 MW of critical IT, and the tenant owns and runs the compute. Jefferies upgraded to Buy with a $28 PT
• MARA cleaned up the balance sheet: debt down $1.4B YTD, every BTC-backed loan repaid, $3.8B in available liquidity, and a $500M share buyback authorized. The sites are cleared too: FERC approval for Long Ridge and City Council approval for Kearney

RIOT already has the scoreboard. MARA has the cleanup done and the power in hand at Long Ridge and Kearney. The one box left to check is a signed lease

@fgthiel is on the Horizon stage at Cantor Convergence this afternoon, and that box is what I'm listening for

NFA / DYOR

[Echo Analysis @EchoAnalysis]

🟢 $TE I'm starting a position here 🟢

After its 71% drop since I went bearish on this, I finally pulled the trigger.

Price is bouncing off the 1.618 fib extension and is showing nice bullish divergence.

Long term Wave 3 target: 854% 🚀

[Jana @MTDillard3712]

The men that do this work are genius.
They are professionals that can come up with ideas we would never think of.
I never cease to be amazed.

[Cryptoklepto @CK_Cryptoklepto]

How to understand $MARA's Vertebrai, why it's interesting and why it warrants more discussion

Start with a simple picture. Every power site has inputs and outputs. Inputs: wind, solar, the grid, batteries. Outputs: bitcoin miners, data center load, battery charging, or selling power back to the grid. Vertebrai is the brain turning the valve between them.

MARA calls it a managed flexible load: computing equipment on site, run by software that decides moment to moment where the power should go. The faster and smarter that valve turns, the more each MW can earn. Think high-frequency trading, but for electricity.

WHY SPEED MATTERS
Power prices swing all day and can even go negative. When the grid has too much renewable power, producers get curtailed, meaning they throw generation away or sell it at a loss. Grids also value loads that can drop off instantly when supply gets tight.

Bitcoin miners are close to the perfect flexible load. They can shut off in seconds, and they can switch on to soak up cheap or wasted power. No customer is waiting on them, and no data is lost when they pause.

AN ILLUSTRATIVE DAY (made-up example numbers)
◆ 2 AM: wind is blowing, demand is low, prices go negative. Instead of curtailing, the site mines with power that would have been wasted.
◆ 2 PM: prices spike to, say, $200/MWh. Miners ramp down and more power flows to the grid at the high price.
◆ 6 PM: the grid hits a frequency event. Load drops almost instantly, and the site gets paid for being flexible.
Same MW, three different jobs in one day.

WHAT'S BEEN SHOWN SO FAR
At MARA's own 114 MW Texas wind farm, the company estimates Vertebrai cut curtailment from 46% to 22% of potential generation from April through September 2026. More of the farm's power went to productive use instead of being thrown away.

WHY IT CAN TRAVEL BEYOND MARA'S FENCES
Other renewable producers have the same curtailment problem. Data center developers often lock in power 18-24 months before their halls can use it, and they pay for much of it anyway. Flexible load can fill that gap and then step back as each hall comes online. That turns this from a cost saver into a software and services angle.

Related: MARA is separately working with TAE Power Solutions on fast-response load management and hybrid energy storage.

WHERE STRATUM V2 FITS
SV2 is the newer mining pool protocol. Connections are encrypted and authenticated, and miners can build their own block templates. In general terms, that makes it more practical to run pool-connected machines securely at remote or third-party sites, which is exactly where the opportunity to scale flexible load lives.

- This is already a very long post but if you want to keep geeking out on the topic then keep on reading or ask your bot to summarize -

1) HOW THE ENERGY TRADING WORKS

Vertebrai is MARA's managed flexible load. Its software decides, moment to moment, where the power should go. When prices go negative or too low, power goes to on-site computers. When prices recover, it scales back and more power flows to the grid. The site owner sets the MW, the hours, and the price at which it stands down.

In Texas, ERCOT saw hundreds of hours at or below $0/MWh in 2025, with West Texas the most negative. About 4.7% of wind and 6% of solar output was curtailed.

Other ways flexible load gets paid:
◆ Grid reserves: RRS and ECRS respond within 10 minutes, Non-Spin within 30. All 12 loads registered to bid into real-time dispatch are bitcoin mines
◆ Summer peaks: cutting load in the 4CP intervals avoids transmission charges worth ~$8-9/MWh
◆ Emergency reserves: ERS averaged $4.36/MWh, and mines are 64%+ of it

About 4.6 GW of Texas mining already acts like a "virtual battery."

2) WHO IT'S FOR

The proof case is MARA's own 114 MW wind farm in Hansford County, TX, with a 240 MW grid connection. From April to September 2026, MARA estimates curtailment would have been 46% without Vertebrai. With it, 22%. The on-site compute used 53% of the energy from money-losing hours.

MARA's stated targets:
◆ Wind and solar producers losing generation to curtailment
◆ Data center developers who secure power 18-24 months before they can use it, and pay for a minimum share regardless

Terms are "tailored to your site."

Separately, MARA works with TAE Power Solutions on a 10 MW battery load-management project (started June 2025) and a hybrid battery prototype shipped to MARA on June 30, 2026.

How the industry generally structures these deals (not MARA's announced plans): colocating load at a wind or solar plant, contracts to absorb curtailed power, revenue share, and pooled demand response.

3) STRATUM V2, THE WIDER PICTURE

SV2 is an upgraded mining-pool protocol: encrypted connections, ~60-70% less bandwidth, and the option for miners to build their own block templates (which takes their own node plus extra software).

MARA Foundation joined the SV2 Working Group in May 2026. Pools in the group cover ~75% of hashrate. The first block built by a miner rather than a pool came June 25, 2026 (DMND/GoMining).

Now MARA has gone past joining: on Nov 11, 2026 it mined its first SV2 block, #975369.

4) HOW AN ANALYST SHOULD VALUE IT

MW deployed x net $ per MW per year - deployment cost. Then check yield and payback.

Benchmarks for scale (NOT Vertebrai numbers):
◆ Texas battery revenue: ~$29/kW-yr in 2025, vs $56 in 2024 and $193 in 2023
◆ Riot earned $56.7M in power credits in 2025

MADE-UP numbers, just to show the math:
◆ A: 50 MW x $30K/MW-yr = $1.5M/yr. At $250K/MW to deploy: 12% yield, 8.3-yr payback
◆ B: 200 MW x $75K = $15M/yr. At $200K/MW: 38% yield, 2.7-yr payback
◆ C: 500 MW x $150K = $75M/yr. At $150K/MW: 100% yield, 1-yr payback

The spread is the point. Small changes in the inputs swing the value a lot. That's the game Vertebrai is built to play: run when power is cheap or wasted, step back when the grid pays more.

What would let investors value it for real: MW contracted, revenue or margin per MW, deal structure and length, cost per MW, hours run, and grid-program revenue.

NFA / DYOR

[El Siglo de Torreón @torreon]

De Torreón para la historia: Oribe Peralta entra oficialmente al Salón de la Fama del Futbol https://t.co/E7QY1aIcup

[Alberto Ruiz @betoruizg]

El @TSMoficial es el proyecto que cambió al futbol en La Laguna y que cumplió el sueño de la afición del @ClubSantos.
En ese recinto se han disputado 8 finales en total (5 de liga, 1 de Copa y 2 de CONCACAF) 4 de ellas ganadas y lo que falta por venir.
¡Feliz cumpleaños!

[Spoon&Soul @SpoonandSoul]

GOLDEN PESTO & MOZZARELLA SWIRL BREAD ROLLS 🧀🍅🥖
"Golden, cheesy and bursting with pesto goodness"

Serves: 10–12 rolls
Ingredients:
For the dough:
3 cups all-purpose flour
2¼ tsp instant yeast
2 tbsp sugar
1 tsp salt
¾ cup warm milk
1 egg
3 tbsp softened butter

For the filling:
½ cup basil pesto
1½ cups shredded mozzarella cheese
⅓ cup finely chopped sun-dried tomatoes
2 tbsp grated Parmesan cheese
½ tsp dried Italian herbs
Black pepper to taste

For the topping:
1 egg, beaten
1 tbsp melted butter
Fresh basil leaves
Extra Parmesan cheese

Method:
Prepare the dough:
Combine flour, yeast, sugar and salt in a large mixing bowl. Add warm milk and egg. Mix until a soft dough forms.
Add softened butter and knead for 8–10 minutes until smooth and elastic.
Place the dough in a lightly greased bowl, cover and allow it to rise for 1–1½ hours or until doubled in size.

Prepare the filling:
Mix the pesto, mozzarella, Parmesan, sun-dried tomatoes, Italian herbs and black pepper.

Shape the rolls:
Roll the risen dough into a large rectangle on a lightly floured surface. Spread the pesto mixture evenly over the dough, leaving a small border around the edges.
Roll the dough tightly into a log, starting from the long side. Slice into approximately 10–12 equal pieces.
Arrange the rolls cut-side up in a greased baking dish, leaving a little space between them. Cover and allow to rise again for 25–30 minutes.

Bake:
Preheat the oven to 180°C (350°F). Brush the tops gently with beaten egg.
Bake for 20–25 minutes until beautifully golden brown and the mozzarella is melted and bubbling.
Brush with melted butter, sprinkle with Parmesan and garnish with fresh basil.

Serving Suggestions:
Serve warm while the cheese is wonderfully gooey. Enjoy with marinara sauce, garlic butter or a bowl of creamy tomato soup.

"Golden, cheesy, herby and irresistible! A little homemade comfort in every bite"
Enjoy!🧀🍅🥖

[Tlatoani_Cuauhtemoc @Cuauhtemoc_1521]

#SABÍAS QUE CHABELO Y CANTINFLAS PROTAGONIZARON UNA PELEA A CACHETADAS EN EL CINE MEXICANO?

Este divertido encuentro ocurrió en El Extra, película estrenada en 1962, protagonizada por Mario Moreno «Cantinflas» y Alma Delia Fuentes, bajo la dirección de Miguel M. Delgado. En la cinta, Xavier López «Chabelo» interpreta a Panchito, un muchacho corpulento que se enfrenta al personaje de Cantinflas, Rogaciano, cuando este sale en defensa de unos niños. Durante la discusión, Cantinflas intenta tranquilizarlo con unas palmadas en la cara, pero Panchito responde con una sonora bofetada.

Lo curioso es que, según contó Chabelo durante un homenaje a Cantinflas en 2011, parte de la escena surgió de manera espontánea. Al terminar la grabación, el director Miguel M. Delgado le pidió que no volviera a tocar a Mario Moreno. Sin embargo, Cantinflas intervino para defender al joven actor y le dijo: «¡No, déjalo, déjalo que me toque!». Así quedó inmortalizada una de las escenas más simpáticas entre dos grandes figuras de la comedia mexicana.

[LifeHaxx101 @LifeHaxx101]

Brilliant tool-building experiments that show how simple components can become remarkably useful equipment

[Happytogether @ChonlozB]

Mr. Beans Unglückliche Begegnung Mit Der Königin😮 #mrbean #mrbeandeutschland

[Chef Roberta Official @ChefRobertaHQ]

El pesto genovés tradicional lleva piñones.

Pero ¿qué pasa cuando no puedes conseguirlos?

Nosotros utilizamos almendras.

No es la receta tradicional, y es importante reconocerlo.

Pero es una alternativa deliciosa y accesible.

Albahaca fresca.
Almendras.
Buena técnica.

Porque respetar la cocina italiana también significa entender cuándo y cómo adaptarla.

Así preparamos nuestros Spaghetti al Pesto en Aroma Roma. 🇮🇹

[しがないWeb開発者 @mmddsstt5]

$MARA

移動平均同士の乖離が収縮して

そこでサインが出て、目標数までの残り株を購入後、反転、上昇の流れ

よし、完璧！

[Adrián (Sanpei) @adriansanpei]

1 call de NVIDIA a $165 cuesta $1,000.

1 put de NVIDIA a $165 cuesta $1,000.

Si compro los dos, invierto $2,000.

Si NVIDIA cae a $125, gano $2,000. Si sube a $205, también gano $2,000.

Si se queda quieta, pierdo los $2,000.

Eso es un straddle.

¿Te acuerdas del departamento que apartabas por $50 mil? Eso era un call.

¿Y del coche que la agencia te recompraba a precio fijo? Eso era un put.

(Si no sabes de qué hablo, revisa los posts citados.)

Un straddle es tener las dos cosas al mismo tiempo, al mismo precio.

No apuestas a que sube ni a que baja. Apuestas a que se moverá a alguna direción. Con mucha fuerza.

Veámoslo con NVIDIA:

- Strike $165: el mismo para el call y el put, cerca del precio actual

- Prima $20 por acción × 100 = $2,000: lo que pago por los dos derechos

- Vencimiento: la misma fecha para los dos

- Dos breakevens: $145 y $185. Abajo de $145 o arriba de $185 gano; en medio, pierdo

Take personal:

Jensen Huang acaba de renunciar como CEO de NVIDIA, después de 33 años construyendo la empresa.

Colette Kress, la CFO, queda como CEO interina mientras el consejo busca un reemplazo.

Hoy la acción cae ~5% y ya está ~31% abajo de su máximo de octubre.

Y desde aquí hay dos caminos:

↓ Para abajo: el mercado le pone precio a una NVIDIA sin su fundador y director, primera vez en 33 años.
Ni Huang ni el consejo dicen todavía quién sigue, la incertidumbre es el peor enemigo del precio.

↑ Para arriba: si el consejo nombra a alguien con un historial de éxito comprobado, el mercado puede leerlo como el fin del riesgo y rebotar fuerte.

Y en medio de todo, el 17 de noviembre NVIDIA reporta resultados.

Yo no sé hacia dónde va.

Pero sí creo que se va a mover.

Para eso, el straddle puede ser tu mejor compañero.

Ojo: el straddle es caro.

Si NVIDIA se queda entre $145 y $185, pierdo.

Y si se queda en $165, pierdo los $2,000 completos.

Call: ganas si sube.
Put: ganas si baja.
Straddle: ganas si se mueve con fuerza.

(Primas y strike son un ejemplo ilustrativo. Las opciones implican riesgo real de pérdida.)

Información educativa, no asesoría personalizada ni recomendación de compra.

[Discover and Know @factoryfootages]

You're using stainless steel pan wrong
Watch this to learn 🍳