Capital Power Meta签250兆瓦能源协议 算力电力协同升温

Related: Meta's glasses will turn off the camera if you tamper with the privacy light https://about.fb.com/news/2026/07/metas-ai-glasses-your-ques... (https://news.ycombinator.com/item?id=48834292)

$SPY remember to have a blast...this is america $META $RDDT

Single-issue voting is something I consider a very large threat to the democratic process in the US, and is also something that both parties have become exceedingly good at creating in the elctorate. The reason I consider it a threat is that it allows either party to meta-game the fact that many voters can be persuaded to vote against their own interests.

Their hardware is nowhere near Nvidia, hence Google paying SpaceX hundreds of millions of dollars a month to SpaceX for capacity there.

$SPY $QQQ $IWM $NVDA You can go harder trader, Push.

Source https://www.linkedin.com/posts/semianalysis\_massive-delay-just-3-months-after-jensen-activity-7479640455542992896-U-pO?utm\_source=share&utm\_medium=member\_android&rcm=ACoAAAjF\_9wBAi3Jb1A6-m05VHkWWlbTO7\_htLI

Pfsense or OPNsense can handle ~5 gbps routing/firewall on a low power AMD or Intel embedded chip. My now old Pfsense box I got off Aliexpress can comfortably handle 2.5 gbps on an ancient Celeron J4125 running around 10W total. 10+ gbps is feasible on a reasonable power budget with higher end hardware, though it starts to get more expensive.

$AMD $NVDA If u own either of these, consider reading the entire thread… Meanwhile, yesterday I said don’t forget the China upside for NVDA. They just approved a bunch of H200s “ for training.” Check this guy’s note out: https://x.com/jukan05/status/2074871701616329193?s=10

Mark Papermaster, AMD | RAISE Summit 2026

Most movements don't start out big. They are won by small steps. Personally I want a law that allows people to bypass security measure after a company stop supporting the device. I have unsupported amazon echo, google home, and apple ipads that work perfectly well and I would love add custom software or even put a different os too.

$MSFT $AMZN $GOOGL but whats the growth catalyst?

Been on WSB for a long time, but first YOLO post. TLDR: GOOGL recent selloff seems like a good setup into pre-earnings. Higher low at $340, coiling under the $368–372 shelf. Break the shelf and there’s nothing but air to the $408.61 ATH — and roughly 58K contracts of open interest stacked at the 8/21 $415 strike says the crowd’s leaning the same way. Better than even odds it t