Sofie v. retweeted
The reality is slowing kicking in, pls stay healthy
Sleeper@SleeperHQ14hUnited States
United StatesConnected via WebAccount-level information, not a live location or per-post device.
When you realize your fantasy team might not have what it takes this year
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
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?
Replying to @realestateMJ007
I have bought the stock every single time securities or tax laws have allowed me to.
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…
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."
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
Sofie v. retweeted
So far, this has worked far better than I thought it would. I should have known, though. @DerrenBrown's book and Stoicism in general lifted me out of my last depression (in 2018, when I had to leave Bombay, a place I adored). I identify as a happy person with the odd dark mood.
I've decided to be happy—that's how it feels. I'm dealing with many difficulties but all are made easier by a determination to remain cheerful. I always turn to Stoicism at difficult periods eventually, after much bellyaching. I've written about this.
quillette.com/2024/09/27/sto…
Sofie v. retweeted
If you bought $10,000 worth in Nike $NKE stock when GTA V came out, you'd be down about $100 right now, excluding dividends.
Sofie v. retweeted
BREAKING: FlyDubai co-pilot who attacked pilot on flight to Tel Aviv had 'previously been banned from flying by Oman over concerns he had adopted radical ideological views', according to Wall Street Journal report.
Sofie v. retweeted
Anthropic invests $100 million to train 10,000 engineers and tackle the enterprise AI talent gap
Sofie v. retweeted
🌐 📈 ✅ 🚀 👇 Bijna 2 uur lang alleen maar praten over $BESI, kan dat?
Natuurlijk kan dat!
Ontzettend leuk om aan te sluiten bij Pim en Milou om samen de chipmachineproducent van A tot Z uit te lichten in deze deep dive.
Een aanrader voor wie alles over AI, HBM, Die Attach, Hybrid Bonding en natuurlijk aandelen $BESI wil horen 👇
Complimenten voor de uitstekende voorbereiding en hartelijk dank voor de uitnodiging @PimVerlaan @MM_brand!
Luisteren kan via deze link:
jongbeleggendepodcast.nl/226…
Sofie v. retweeted
Brazil might be going through one of the biggest easing periods globally at the moment.
If you are someone interested in a macro easing related play which is cheap, but also with options showing a realistic probability of achieving,
$EWZ could become one of the most sought out global ETFs to cover banks and commodities over the next weeks and months
Sofie v. retweeted
OpenAI’s Astra Ultrafast runs on Blackwell, with AI helping optimize the kernels underneath it.
Better models squeezing more performance from deployed hardware. That’s the $NVDA software moat compounding.
Cerebras doesn’t own the word “ultrafast.”
Blog link blogs.nvidia.com/blog/gpus-o…
Sofie v. retweeted
We really can't fathom how crazy it was to find another continent on the other side of the ocean full of millions of people and thriving civilizations. Imagine if we landed humans on the dark side of the moon in 1969 and there was a billion people living there in a moonopolis
New episode with military historian Si Sheppard.
The conquests of the Aztec and Inca empires might be the most shocking events in human history.
Hernan Cortés and some hundreds of Conquistadors landed on a new continent they knew basically nothing about, and within 2 and a half years, conquered the 6 million strong Aztec empire.
Then, a decade later, Francisco Pizarro did the same thing to an Incan Empire of some 10 million inhabitants.
In both cases, the Conquistadors consistently beat native armies while being literally 100x (or even in some cases 1000x) outnumbered - and in many cases, did so without taking a single casualty.
And they did this with 99% of their military forces being made up of the very natives they were trying to subjugate.
We often forget how wild human history is. People talk about AI takeover as if it would be some crazy, unprecedented sci-fi outcome. But this would not be the first time an alien force whose motives the defenders barely understand use more advanced technology and diplomatic cunning to outmaneuver and then take over a much larger and long established existing order.
0:00:00 – Cortés’s conquest of the Aztecs
0:22:39 – Pizarro’s conquest of the Inca
0:26:59 – Explaining Conquistador military superiority
0:34:39 – Could the natives have beat the Conquistadors?
0:48:56 – The Aztecs and Incas did not learn from each other
0:56:11 – Why Spain still lost in the long run
1:07:47 – Why didn’t the Aztecs/Incas adapt better to European warfare?
1:14:16 – Conquistador motivation
1:26:22 – Why Mughal India also couldn't play the Europeans off each other
1:33:42 – Diplomacy was just as important as technology








































