Sparks

Crypto, AI stocks, Tennis, and Chess enthusiast. Not always in that order depending on the day. Comments and opinions are my own. Not financial advice.

[Sparks @OCsparks]

@TonyTony9999991 @mikealfred I hope not! In too deep...lol

I understand the allure of $SLNH. It has all the asymmetry appearances of an early $IREN. But I've lost the appetite for the constant dilution. Not saying that $WYFI won't have it but building capacity that's already contracted feels different.

[Women's Chess Coverage @OnTheQueenside]

If you think Magnus Carlsen is the biggest overachiever Norwegian chess player, think again.

Edit Machlik is a professional footballer, a freelance musician, a practicing dentist, and was Board 2 for Norway at the '22 Chess Olympiad in India! 🇳🇴🤯

📷: G Berntzen; A Vestby

[Sparks @OCsparks]

I wonder if Team @iga_swiatek has over optimized her schedule. Fewer 500s may keep her fresh, but they also reduce opportunities to grind through adversity. She no longer looks to have that former capacity to fight through imperfect tennis. Just my take as a long time fan.
#Wimbledon #WTA

[Sparks @OCsparks]

What happened here to #GeminiAI? Calling the #Serena match over while it was still being played. If it had the right final set score I would have been suspicious...

#wimbledon #tennis

[Sparks @OCsparks]

Tbh this looked like a loser to me every way I looked at it. But took a small position in my portfolio and doing well so far.

If it gets to 60 I'll be happy.

$WYFI

[Rosanna Prestia, MBA @RosannaInvests]

What if the biggest AI infrastructure asymmetric setup is the one most people aren’t talking about?

$WYFI at $915M mcap:

→ $865M Nscale anchor deal (10-year colocation)

→ B. Riley research: two large customer discussions in advanced stages, “comparable to or larger than” current anchor

→ $NVDA Preferred Partner status

→ 50,000+ GPU pipeline tracking, oriented to Blackwell B300

→ $CBRS already a customer

→ NC-1 first revenue 2H 2026

And one more thing most people miss:

Leopold Aschenbrenner’s $5.5B Situational Awareness LP owns 1.76M shares ~4.59% of the company.

The “Counting the OOMs” AGI investor sized his stake to JUST under the 5% reporting threshold.

That’s not luck. That’s deliberate positioning.

Same playbook as $NBIS:

→ Both $NVDA Preferred Partners

→ Both started with hyperscaler-class anchor customers

→ Both leveraged spinout from larger parent

→ Both deploying latest-gen Blackwell architecture

$NBIS is now $50B.

$WYFI is 55x smaller, same playbook.

Worth a deeper look? 👀

[Sparks @OCsparks]

@DavidSacks Anthropic spent years lobbying for the referee. The referee finally showed up and blew the whistle on them.

[Sparks @OCsparks]

Is this the #deepblue chess moment for robotics?

[链上小财女 @Zoozo2025]

震撼一幕！索尼 AI 乒乓球机器人 Ace，在正式乒联规则下，击败了世界排名前 26 的日本名将木原美悠。

[Sparks @OCsparks]

@Cointelegraph Come on Paul B!!

[Mike Alfred @mikealfred]

The strategy to win big in markets is not dissimilar to winning in poker. Find places where you have significant edge and then bet in size as frequently as you can to capture as much as you can until such time that the edge no longer persists. It’s that simple. End message.

[Sparks @OCsparks]

@TennisChannel Yes. I have seen her do it a number of times before.

[Sparks @OCsparks]

@TaraBull Looks good. Plays a Schecter now?

[Sparks @OCsparks]

Looks like Defensive Pessimism at play here. She ended up winning is my understanding. Seemed to work for her?

[The Tennis Letter @TheTennisLetter]

Mirra Andreeva to her box after losing a 5-1 lead over Bondar in the deciding set in Madrid:

“I’m not a champion. I’m not a champion. I will lose. I will lose.”

Tough scenes.

[Sparks @OCsparks]

@bitcoinbutcher1 @danroberts0101 Even @ericjackson and EventHorizon can't make sense of Dan's tweet... 😀

[Sparks @OCsparks]

In honor of John Keats stolen love letters to Fanny Brawne being found after 40 years...

When forty years had hushed the fervent page,
And dust lay soft where once his pulses burned,
A trembling hand unsealed that hidden age
Where all his ardent breath to her returned.

There, ink yet warm with love’s consuming fire,
Outlived the fragile vessel of his frame;
Each line a relic of untired desire,
Each word still whispering her cherished name.

O Fanny, caught in time’s reluctant glass,
Thy beauty blooms where mortal seasons cease;
His longing, penned, no passing years surpass,
But deepens still in undiminished peace.

So speaks the heart, though flesh to silence given:
Love, once writ true, outlasts both earth and heaven.

[Sparks @OCsparks]

@CharlestonOpen @JPegula Has Jess gotten so good that she enjoys toying with the opponents now? Letting them win a set and then breaking their 💕???

[Sparks @OCsparks]

It looks @iga_swiatek is ready to make that swap @naomiosaka. Wim is available. Let's gooooo!!

#wta

[Sparks @OCsparks]

Just an idea. Maybe @naomiosaka and @iga_swiatek can try swapping coaches for awhile. See what happens.
#wta #tennis

[Sovey @SoveyX]

Greatest community note in history.

RIP, Chuck Norris.

[Sparks @OCsparks]

When @NickKyrgios battle.

[Cointelegraph @Cointelegraph]

🔥 INTERESTING: A humanoid robot learned tennis from just 5 hours of motion data, now rallying at 90% success.