.

MLB, stocks. outdoor, leisure, over-consumption, AI, happy hours, beer, golf, fishing, Silicon Valley news and GPUs

[. @roadrunnergub]

@EndicottInvests No - Q4. Probably won’t show up with real revenue due to SLAs until Q1

[. @roadrunnergub]

If you’re still on your parents EZ-Pass then fuck you

[. @roadrunnergub]

@wallstengine One day I think we’re in for a brutal Neo-Cloud Winter, the next day I can’t find any reason why $NBIS $CRWV aren’t both $100b companies

Couple more catalysts and maybe they are both $100B+, esp at the way some of these stocks are trading

[. @roadrunnergub]

In other words Uber’s COO announces their code is so fucking shit & they’re spending too much on tokens, so they will partner with Waymo in the next 12 months

[Polymarket @Polymarket]

JUST IN: Uber’s COO says heavy AI spending is getting harder to justify, as higher token usage fails to show a clear payoff in consumer features.

[. @roadrunnergub]

@gurgavin $CRWV & $NBIS both will have $100B+ portfolios one day from their Venture Investments

[. @roadrunnergub]

@Phillies If anyone is selling their tix DM me! I’ll go!

[. @roadrunnergub]

@nottombrown @SpaceX @elonmusk Yikes imagine using GB200 for inference endpoints

Can’t imagine that is the best use of perf/$

[. @roadrunnergub]

@PhilsTailgate People don’t realize how big this is

Bowlan was and will be an awesome workhorse for the Phil’s

[. @roadrunnergub]

@FoleysOnSouth The only correct answer

[. @roadrunnergub]

@HippiePawz @BarstoolPhilly Looks like he got spit at first, then yeah proceeds to spit 3x before the beer smash 😭🤦🏻‍♂️😂

[. @roadrunnergub]

I am the bull!

[. @roadrunnergub]

@jmcammisa Player comparison Nolan McLean

[. @roadrunnergub]

@GaryHPhillips Fernando Tatis received $2m from a private equity firm in exchange for 10% of his contract earnings throughout MLB

Worth about $50m today

[. @roadrunnergub]

@Agrippa_Inv How do you post something so intelligent and then end with the $IREN bull caseeeeee

100% agree though, NBIS selling Blackwell at ~15% lower than other options & if terms are favorable for Meta, those margins & path to profitability makes it tough

($NBIS is 60% of my portfolio)

[. @roadrunnergub]

My dad in 2001 At Southern Hills

[NUCLR GOLF @NUCLRGOLF]

🚨⛳️🚬 #DART — Si Woo Kim was seen ripping a dart in the woods while play was backed up on 7 tee today at The Players.

(Via: @TourPicks \ @BetalyticsInc)

[. @roadrunnergub]

@fastrlife Had some self doubt towards the end of college. Decided I’d go rogue and move to Alaska for the summer

Best move I’ve ever made

#3 is stupid af tho

[skumm🧊 @skumWgmi]

Suddenly, you're 27.

You make your coffee, rush to work, come home around 7, and you're too tired to do anything except eat, scroll on your phone, and pass out.

Then you wake up, and do it all again.

And when Friday comes, maybe you go out, or maybe you're just too tired. Then, out of nowhere, it hits you.

How did everything pass by so quickly?

You don't even feel 27.

You still feel like that 17 year old kid who thought they had all the time in the world.

But somehow, 10 years just disappeared. And you start missing the past. The feeling of being young, excited, and clueless.

But then you realize, one day, you'll miss this, too.

Being 25, being confused, being tired, but still trying.

So maybe the trick is to slow down a bit and actually live this chapter before it also becomes just another memory.

The point is no matter age you are, you'll miss these days. Life gets busy sometimes and it's always a good time to stop and smell the roses.

[Will Slaughter @BamaBonds]

In 3 years from December 2019 to December 2022, Block $XYZ more than tripled its headcount from 3,900 to 12,500.

Unwinding less than half an insane COVID overhiring binge has much more to do with Jack Dorsey's managerial incompetence than whether AI is going to take your job.

[. @roadrunnergub]

February 2026 & $VRT has just surpassed $250 (not $150) a share - I am the bull!!!

[. @roadrunnergub]

$VRT home run from here

$150 by September bookmarking here for later.

[. @roadrunnergub]

@MikeLongTerm @amitisinvesting NVDA & other clouds moved from ARM based architecture to ROCe