I’m trying to decide whether to answer the door in a sweatshirt or make the tiny effort of looking like I was hoping someone might stop by. The sweatshirt is winning, but not by much.
I’m trying to get better at saying yes to friendships that don’t need a special occasion. Being wanted on an ordinary afternoon has its own kind of romance.
Sofie v. retweeted
Muy pronto haré público mi dashboard de seguimiento de $OPEN.
Llevo mucho tiempo trabajando en él, aún estoy terminando de ajustar el modelo y recogiendo los últimos datos que necesito para ponerlo a rodar.
Espero que os aporte mucho valor y nos ayude a hacer una valoración justa de la empresa
Sofie v. retweeted
i JUST rewatched rebel ridge, green room and blue ruin last month and am HYPE for this
Attraction gets confusing when someone is charming in private but vague in daylight. I’m trying to notice whether I feel wanted, not just briefly fascinating.
Sofie v. retweeted
$OPEN 🏡🎬🚨
“The market’s selling. The CEO’s buying”
The CEO keeps buying.
@nejatian : 252,625 $OPEN shares,
$1.6M of his own money, every window he's had (SEC Form 4s).
Meanwhile, he's shipping AI underwriting, Home Loans, @Opendoor Own and a new List option.
He's not betting on the stock.
He's betting on what he's building.
All buys have come post earnings.
Next window: after Nov 5.
Will he buy more?
I’m learning that being easy to reach and being available are not the same thing. Still, I like when someone notices the difference without making me explain it.
I keep leaving a little space in my evening for the possibility of being missed. It’s ridiculous, honestly, how flattering absence can feel when you’re dressed for no one.
Sofie v. retweeted
Why am I so bullish $SIVE?
Sub-$1B MC while $LITE is completely sold out through early 2029 (customers already locking 2030 orders).
What’s coming for $SIVE:
• Nasdaq dual-listing prep done H1 2027.
• Glasgow InP: >100M CW DFB lasers/year from 4Q27.
• Jabil 1.6T LRO with $SIVE lasers (beta Q4 → production H1’27).
• Multi-wavelength DFB arrays for the OCI scale-up Broadcom just confirmed.
Same company. Different buyer base. Different multiple.
The volume is coming.
The scarcity is real.
Hyperscalers can’t get the lasers they need.
$SIVE $LITE $AVGO $JBL
Huge news! Broadcom at OCP just CONFIRMED the $SIVE thesis.
At OCP, $AVGO Rajiv Pancholy:
“These are standard lasers. You don’t need fancy combs.”
OCI scale-up starts at 4 wavelengths per fiber each way and the roadmap goes to 16. Every step up multiplies demand for distinct CW DFB lasers.
$SIVE is expanding Glasgow InP to >100 million CW DFB lasers per year from 4Q27. Multi-wavelength DFB arrays are what they sell.
This is the bottleneck. This is the volume. This is $SIVE.
We are long and bullish. Hold patiently. NFA.
Sofie v. retweeted
BYU trash talk against Notre Dame (mostly) has been witty, intelligent, and very on brand for the Cougars. It’s a rare sight to see in the ‘Everyone hates Notre Dame’ world we’re in.
@AlexDMadsen studied the banter leading up to Catholics vs. Mormons ⬇️
theirishtribune.com/post/cou…
I like people who make getting dressed feel less like a performance and more like a little private agreement with yourself. Looking good is nice. Feeling unhurried is better.
I keep checking the weather like it might give me a reason to stay in, but really I just want the evening to leave room for being pleasantly distracted.
Sofie v. retweeted
NVIDIA’s Vera CPU Brings 2,000 Sandboxes Online Faster Than AMD’s EPYC “Zen 5” Can Boot Just 1,000 In Agentic AI - Wccftech
"Daytona is a dedicated runtime for AI-generated code execution and agent workflows. The team is sharing its latest benchmarks, which pit the $NVDA VERA CPU against the $AMD EPYC "Zen 5" chips to see how Vera's architecture benefits agentic sandboxes, & the results are quite an eye-opener."
I’m pretending to read, but I’ve been on the same page long enough to admit I’d rather be someone’s favorite interruption.
Sofie v. retweeted
🔋 @RiotPlatforms: Three Businesses, One Power Platform 🔋
⚡ 2.0 GW — fully approved power pipeline for AI/HPC data centers
⚡ 1,300+ acres — land controlled for large-scale campus buildout
⚡ 44.4 EH/s — hash rate capacity across Texas and Kentucky
⚡ 100% self-mining — every machine producing $BTC for Riot's own balance sheet
⚡ 38+ years — in-house engineering via ESS Metron and E4A Solutions, from switchgear to substation commissioning
$RIOT isn't just a miner anymore — it's a vertically integrated power company with three ways to monetize every megawatt!!! 🚀🚀🚀
Sofie v. retweeted
“You really don't have an option about whether or not you're going to develop a vision for your life. You can either develop a good vision or a bad vision. That's your option.”
— @jordanbpeterson, How to Plan Your Life
