L3royMaxXWell

[Dave Portnoy @stoolpresidente]

I had to use all my sources and connections to get the hawkeye footage. Its pretty indisputable the refs made the right call. Sorry to disappoint the haters. I know you want Michigan to lose so bad it’s like acid on your tongue. But not this time Johnny #michigan #wmu

[L3royMaxXWell @LRNoydMaxwell]

@wischlist I don’t understand your issue 😂

[L3royMaxXWell @LRNoydMaxwell]

@tomtomyakman @RealSkipBayless Maybe it was to divert our attention from the whole pros playing-in-college thing

[L3royMaxXWell @LRNoydMaxwell]

@RealSkipBayless Apparently the “actual” clock they used was the sun.

[Clay Travis @ClayTravis]

The game clearly ended before a player touched the ball. Not kidding. The dirtiest move I have ever seen. The Big Ten should be absolutely ashamed.

[Dave Portnoy @stoolpresidente]

This is for all the Michigan haters of which there are many

[L3royMaxXWell @LRNoydMaxwell]

@AnonymousTweat @JoeConchaTV No chance there’s a sensor in the ball. But might be the perfect time to get them.

[L3royMaxXWell @LRNoydMaxwell]

@pacman1010214 @JoeConchaTV Don’t know how much clearer that grainy high-def 2002 YouTube clip needs to be

[L3royMaxXWell @LRNoydMaxwell]

Perhaps a slight over-exaggeration?

[Johnny Faartz @johnnyfaartz]

Oh my fucking god. Is that the most corrupt call in CFB history??? That clock was beyond 0:00 on the first Hail Mary. This is worse than Nazi Germany. Michigan should be 0-1

[Barstool Michigan @BarstoolUofM]

HAIL MARY

MICHIGAN WINS

[L3royMaxXWell @LRNoydMaxwell]

@BernieSanders I liked you better when you were a meme. Now shut up you muppet.

[L3royMaxXWell @LRNoydMaxwell]

@BernieSanders Then give them back some of your millions you made for doing absolutely nothing constructive, you leach

[L3royMaxXWell @LRNoydMaxwell]

I grabbed some $XMTR today. Will hold for a bit as it develops. Growing at 70% over the next 5 years. Very slim pickings. NFA

[L3royMaxXWell @LRNoydMaxwell]

This sounds pretty not bad. $DELL

[tae kim @firstadopter]

Dell earnings call. Best hand picked excerpts:

"Revenue was $47 billion, up 58%, and earnings per share was $7.04, up 203%.”

“Over the past 12 months, we have booked more than $130 billion in AI server orders.”

“Our AI server momentum continues to accelerate. We booked $60.9 billion of AI orders in this quarter, the most in our history. We are also seeing AI-related tailwinds in traditional servers and networking, along with early signs of increased storage demand as customers prepare, manage, and protect growing volumes of data.”

“Demand is broadening across Neoclouds, sovereigns, and enterprise customers, and our customer count has surpassed 6,500.”

“We are seeing a growing trend of customers that require meaningful CPU compute capacity to support AI and agentic workflows.”

“If I look at the longer-term trends, I know you're a believer of this, but as we see it, agentic demand is reshaping the data center and the underlying infrastructure. Inference is past training and is pure demand on our industry. We think the tokens that inference drives is going to grow 87x to 3,600 quadrillion tokens by 2030. Training demand grows 5x to 850 zettaflops by 2030. Enterprise agentic is expected to be the single largest workload by 2028."

"We're expecting AI to be 75% of all data center demand by 2030, adding 200 GW of power over that same timeframe, and half of that, we believe, is right in our sweet spot with our customers, the Neocloud sovereigns and enterprises. If you look at that math, we think the opportunity in front of us is more than a trillion dollars over that time frame.”

“If we think about this across agentic workloads as we head towards physical AI and what's going to happen in manufacturing and IoT sensors and robotics, which drive tremendous amounts of multimodal unstructured data, Arthur likes to call it unstructured repositories. There's a lot of structured data in databases. The growth of that is immense, and we actually see it accelerating, not slowing down.”

“The constraints remain the same. DRAM, DRAM, DRAM followed by NAND, NAND, NAND. We have spotty CPU shortages. There are shortages with disk drives. If you go further down in the supply chain, just about every product going through a leading node is constrained. Mature nodes that are building MOSFETs, power ICs, microcontrollers, drivers are constrained. There's shortages of ABF substrate, T-glass, all of which we monitor. There's shortages in optical. The AI supply chain is working red line all out to build CDUs, power racks. Welcome to the life of a supply chain person at Dell. This is what we do, chasing parts. We love it.”

“But the underlying demand for the technology is significant. I think about the new use cases, that's all new use cases, all new growth, which is being driven by agentic AI, essentially running the harness, if that makes sense. We continue to be optimistic about the prospects. Again, demand outran supply last quarter. Demand outran supply this quarter. The pipeline remains robust.”

[Roberts&Tucks @ldl716]

Half of Canada is mentally retarded and the other half is paying for it.

[Eric @ericvideos91]

Maybe Canada should have figured out a way to grow more than 0.5% over 10 years

Maybe we should’ve prioritized growth instead of humiliation ritual apologies, reckless DEI, & chasing every virtue signal like our lives depended on it

Maybe then this wouldn’t be happening

[govt.exe is corrupt @govt_corrupt]

I wish people were angry about pedophiles and child traffickers as they are about the name of a fucking lake.

[Eric Daugherty @EricLDaugh]

🚨 OMG. Secretary Scott Bessent just bodied the crap out of Canada!

"At war with Canada? What are they gonna do, take their 2 submarines from the Edmonton Mall and sick 'em on us!?"

😭😭

"[Carney] came to power on an anti-American, anti-Trump agenda. He was 20 points behind in the poll, and then he started this, and it's unfortunate that he's not doing what's best for the Canadian people."

"He's doing what is best for the Liberal Party, what's best for Mark Carney, and in the long run, the Canadian people are going to see through that."

Bessent doesn't miss.

[Martin Pelletier @MPelletierCIO]

Want to understand economic and political policy in Canada. This is it.