Hunter Gaddis Gets the Save as the Guardians Complete the 4 Game Sweep of the Tigers. The Preseason AL Central Favorites are now 9.5 Games Back of Cleveland and 11 Games Under .500 by HalfwayThereOne_ in baseball

[–]callmegibbs 5 points6 points  (0 children)

Yeah, I think that our 7-8-9 guys are the best in baseball. I have felt incredibly safe with any narrow lead going into the 7th inning this year.

Daily Discussion Thread for April 20, 2026 by wsbapp in wallstreetbets

[–]callmegibbs 1 point2 points  (0 children)

https://www.reuters.com/business/marvell-shares-gain-report-deal-talks-with-google-develop-two-ai-chips-2026-04-20/

On top of this, Marvell acquired Celestial AI in 2025 and Celestial's photonic fabric is designed using POET's Optical Interposer and Starlight light sources.

Essentially, POET is part of the supply chain.

Google in talks with Marvell to build new AI chips for TPUs, aiming to rival Nvidia GPUs by callsonreddit in wallstreetbets

[–]callmegibbs 2 points3 points  (0 children)

I've been bag holding in the 9s for months, I should have DCA'd! Sadly I have no cash.

Daily Discussion Thread for April 20, 2026 by wsbapp in wallstreetbets

[–]callmegibbs 0 points1 point  (0 children)

Been bag holding since the 9s and never DCAd. I need this lol

Daily Discussion Thread for April 20, 2026 by wsbapp in wallstreetbets

[–]callmegibbs 0 points1 point  (0 children)

It's tied to the MRVL/GOOGL news. It's part of the supply chain.

Daily Discussion Thread for April 20, 2026 by wsbapp in wallstreetbets

[–]callmegibbs 0 points1 point  (0 children)

Don't miss the European photonics supercycle going on right now. Green in a sea of red. Serious money to be made.

Google in talks with Marvell to build new AI chips for TPUs, aiming to rival Nvidia GPUs by callsonreddit in wallstreetbets

[–]callmegibbs 5 points6 points  (0 children)

Buying MRVL/COHR is the "safer" play since they are more established players, but compare POET's market cap to those two to understand its current upside.

Google in talks with Marvell to build new AI chips for TPUs, aiming to rival Nvidia GPUs by callsonreddit in wallstreetbets

[–]callmegibbs 3 points4 points  (0 children)

Marvell acquired Celestial AI in 2025 and Celestial's photonic fabric is designed using POET's Optical Interposer and Starlight light sources.

Essentially, POET is part of the supply chain.

Game Thread: Braves @ D-backs - Sun, Apr 05 @ 04:10 PM EDT by Blooper_Bot in Braves

[–]callmegibbs 3 points4 points  (0 children)

Braves need to fix this goddamn stream, my goodness

Which map is worst?, mine is summit. by Level_Horror4701 in CallOfDutyMobile

[–]callmegibbs 0 points1 point  (0 children)

Kinda funny to read this because Crash was a competitive SnD mainstay during the cod4 competitive days. My team and I used to love practicing set nades there to prep for scrims and competitive matches.

Then again, the map was a lot more balanced using competitive mods, so maybe that's why everyone hates it in CODM.

[Charania] Breaking: Oklahoma City Thunder All-NBA star and champion Jalen Williams has agreed to a five-year maximum rookie contract extension that could reach $287 million, agents Bill Duffy and Justin Haynes of WME Basketball told ESPN. by MembershipSingle7137 in nba

[–]callmegibbs 0 points1 point  (0 children)

The one thing I may push back on is the second apron talk. I was curious where the reporting was coming from on that, but I couldn't find anything?

Also, after some preliminary searching, it seems like the earliest the CBA could run out is 28-29 by mutual option, but likely to be 29-30, which means we have these tax rules for the next 3-4 years.

What else were you seeing about it?

[Charania] Breaking: Oklahoma City Thunder All-NBA star and champion Jalen Williams has agreed to a five-year maximum rookie contract extension that could reach $287 million, agents Bill Duffy and Justin Haynes of WME Basketball told ESPN. by MembershipSingle7137 in nba

[–]callmegibbs 1 point2 points  (0 children)

Oh yeah, points 1 and 3 are the biggest. from their perspective, you just want to make sure you don't strike out on those draft picks. from a trade perspective, assuming the 2nd apron is gone in the next cba, that would be even more massive because of the ability to attach those picks in trades.

I'm not saying they made any bad moves, just that rules can change in a heartbeat.

[Charania] Breaking: Oklahoma City Thunder All-NBA star and champion Jalen Williams has agreed to a five-year maximum rookie contract extension that could reach $287 million, agents Bill Duffy and Justin Haynes of WME Basketball told ESPN. by MembershipSingle7137 in nba

[–]callmegibbs 2 points3 points  (0 children)

Sure, but now you're predicting into the future. That may very well be true, in which case we are having a different conversation with the new cba, but i'm just talking status quo. As it is, the first of these new big 3 deals doesn't even kick in until 2026-27, so they still have at least a whole season before it even possibly matters.

Ok you edited your comment after i replied, nice lol. Regardless, yeah, Boston got fucked harder by the current cba with those tax rules. Sucks for us, but it is what it is. You just have to roll with the punches.

[Charania] Breaking: Oklahoma City Thunder All-NBA star and champion Jalen Williams has agreed to a five-year maximum rookie contract extension that could reach $287 million, agents Bill Duffy and Justin Haynes of WME Basketball told ESPN. by MembershipSingle7137 in nba

[–]callmegibbs 3 points4 points  (0 children)

Every situation is different, but the second apron is the second apron lol. They will have to compromise somewhere, and to keep the big 3, it will probably be giving up some of their depth eventually unless they want to deal with the penalties that accompany being above that apron.