Payton

VT Alumn 20’

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Micron, $MU, announces plans ​to invest ​up ​to $3 billion to ‌"strengthen ⁠the US ​semiconductor ​supply-chain ⁠ecosystem."

Micron also raises its planned US investment to over $250 billion through 2035, which it expects to create over 90,000 jobs.

The stock extends gains to over +6% on the day.

[Warren Sharp @SharpFootball]

Legendary Triple-header Saturday Dec 19:

Noon - Dune: Part Three
5pm - Seahawks @ Eagles
8:20pm - Bears @ Bills

[Luke Miani @LukeMiani]

Crack in broad daylight in your Mazda CX-5 is diabolical

[Ian Hartitz @Ihartitz]

If the AP Poll held rankings for best football content people for some reason @HaydenWinks and @JoshNorris would be gunning for the top spot

[*Walter Bloomberg @DeItaone]

JPMORGAN: BUY THE CHIP STOCK DIP

JPMorgan says the recent pullback in semiconductor stocks is a buying opportunity, arguing the AI-driven chip cycle remains strong and meaningful new supply is unlikely before 2028.

The bank favors semiconductors over hyperscalers, expects global stocks to reach new highs in the second half of 2026, and sees market gains broadening beyond AI.

[CMS Invests @cmsinvests]

$DRAM IS GOING TO SEND ON MONDAY.

SK Hynix and Samsung finished +10% today.

CAD Hedged $MU is up over 6%.

I hope you bought the dip…

$DRAM TO $70.

[Shay Boloor @StockSavvyShay]

$GOOGL profit is expected to nearly double by 2028.

When compute is the scarcest input in the economy then the company with the lowest internal cost per token wins out.

Google is the only hyperscaler running its frontier model end to end on its own silicon with Gemini trained entirely on TPUs.

[Shay Boloor @StockSavvyShay]

Wild to see $AMD now trading at nearly 3x $NVDA forward earnings multiple with Nvidia at ~20x despite 90% AI GPU share, 75% gross margins and a path to $1T in cumulative Blackwell and Rubin revenue through 2027.

The market is paying AMD for rate of change after landing $META, $ORCL and OpenAI gigawatt commitments but the real decoupling came from the CPU bottleneck trade.

GPU deals re-rated AMD but the CPU trade is what helped it decouple from Nvidia as EPYC gains pricing power into tighter supply and hyperscalers “gobbling CPUs” for agentic workloads.

[7/11 Truther @DaveMcNamee3000]

Just left Taylor Swift’s wedding.
Bad vibes.
They had the rizzler roasting over a fire with an apple in his mouth

[Dante 🇺🇸 @DanteTheDon]

My brain can’t even comprehend the amount of talent must be out there right now.

[Trung Phan @TrungTPhan]

“Make up a random number of minutes for injury time. Now, ignore the amount of minutes you picked. Lull the team in the lead think it’s over and give the other team a chance to score. Goal, good. Now, go check the VAR booth to extend the drama and we eat more TV time. Overturn the goal and add 7 minutes to the initial random number of minutes you picked. Ok end it.“

[Not Jerome Powell @alifarhat79]

VAR needs to be abolished

[unusual_whales @unusual_whales]

BREAKING: Trump: "Almost anything my kids do -- if they buy a truck -- they have inside information"

[Spencer Brown @TooTallo_o]

💩

[GURGAVIN @gurgavin]

JUST IN : OPEN AI TO HANDOVER 5% OF IT’S ENTIRE COMPANY TO THE US GOVT PER FT

[alex brasky @alexbrasky]

Most bullshit call I’ve ever seen on Falorin Balogun

Ref show at the World Cup

He’s now out for this game and the next game

[Mark Palmer @MarketPalmer_]

Your 30s are for raising a family while growing in your career and settling into a home as you save for retirement and find time and funds to travel and stay involved in your hobbies and be there for your friends' special moments and cooking your own meals while keeping a regular fitness routine and a clean house and still getting enough sleep to function.

[J @JQsteelers]

@nypost Damn dude a guy like Calais is the last person to deserve something like this