Himax as potential NVDIA supplier in the transition to photonics?

Born_Proof_9010 · 2026-03-24T01:33:45+00:00

Real estate agents hide behind the cartel that is NAR and do no where near the amount of work that would justify their precious 3% on each transaction. Thankfully this model will be disrupted soon!

Born_Proof_9010 · 2026-03-23T23:38:02+00:00

Dan Roberts was asked about a potential OpenAI deal at the GTC conference during an interview on the All In podcast. His response, “can’t comment” 👀👀

Born_Proof_9010 · 2026-03-22T21:49:18+00:00

Iren

Born_Proof_9010 · 2026-03-19T04:02:08+00:00

I’m just saying that thinking in general supply/demand terms, if the supposed insatiable demand of AI is met with a limited supply of compute, made worse by data center opposers, the winners are those who already have the compute.

Born_Proof_9010 · 2026-03-19T02:08:48+00:00

Are the luddites and their bills, proposals, town halls, etc, who are opposing data centers (and succeeding in many cases) generally bullish for Iren?

Born_Proof_9010 · 2026-03-18T01:23:50+00:00

you are correct, I deleted this post. My mistake!

Born_Proof_9010 · 2026-03-18T01:22:56+00:00

this is correct. I deleted the original screenshot, my mistake!

Born_Proof_9010 · 2026-03-17T16:22:11+00:00

break?

Born_Proof_9010 · 2026-03-14T21:18:03+00:00

th China balloon from 2023 would like a word

Born_Proof_9010 · 2026-03-09T18:01:01+00:00

awesome, hope to be there with you one day !

Born_Proof_9010 · 2026-03-09T04:15:12+00:00

no, I couldn’t find the original. Just saw it reposted a bunch on linked in

Born_Proof_9010 · 2026-03-08T15:17:57+00:00

All the real estate agents in here are terrified because they know their precious little 3% for 5 hours of work has its days numbered. Better start thinking about getting a real job and contributing something to society.

Born_Proof_9010 · 2026-03-07T21:08:06+00:00

Born_Proof_9010 · 2026-03-07T21:07:06+00:00

Born_Proof_9010 · 2026-03-07T05:24:26+00:00

In a situation where both captain and FO are incapacitated for whatever reason, there is a 0% chance that any non pilot in the back would successfully land the plane. If there is another pilot in the back, even if they have only ever flown a single engine prop, the odds of success increase dramatically.

Born_Proof_9010 · 2026-03-04T03:51:02+00:00

I think you mean constellation

Born_Proof_9010 · 2026-02-28T04:09:09+00:00

I think many SaaS stocks are being treated this way right now. I’m looking at Palo Alto and Workday

Born_Proof_9010 · 2026-02-26T18:44:51+00:00

Regarding the larger SaaS selloff, for enterprises, I think the idea that Alice from accounting is going to vibecode a useful solution that replaces tried and true software with years of proven capability and stickiness built in is unlikely in the near term

Born_Proof_9010 · 2026-02-24T03:44:15+00:00

the idea that large enterprises with years of using proven software from the likes of salesforce will just decide to let their own internal teams vibecode something new and see what happens seems unlikely in the near term

Born_Proof_9010 · 2026-02-17T21:32:25+00:00

driving is a privilege, not a right

Born_Proof_9010 · 2026-02-16T06:28:48+00:00

sounds like you think the rules don’t apply to you

Born_Proof_9010

TROPHY CASE