The story about delays in manufacturing of Nvidia's $NVDA Blackwell have even reached major media outlets in my country. All of them citing the same source. None of them mentioning Semi Analysis. Great post about the issues. https://x.com/dylan522p/status/1820200553512841239 Hard to say what potential impact this will have in the short term. In the long term I don't think it matters much. If there's a major selloff tomorrow I'm going balls deep with some sort of penis extension and buying what I can.

Second Bitaxe Supra - For the culture! This one from @Silexperience Thanks! It has a somewhat different construction compared to my first due to a different fan and PSU. Will soon start experimenting my two puppies. #Bitcoin

Smack that! https://x.com/economics/status/1819926990687780911

I wish more people would use #nostr

Market crashing! Not selling! Actually I did, all my Hannover Rück SE stocks. Haven't read a single earnings report. Don't have the time. 2% loss. No biggie. Added some funds as well and bought ASML, Hermès, Hyatt and #Bitcoin HNR1.DE $ASML.AS $H $RMS.PA

Zuck surfing and wearing gold chains was no coincidence. $META

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Quartr (@Quartr_App) on X

$META Q2 2024 "We had a strong quarter, and Meta AI is on track to be the most used AI assistant in the world by the end of the year." – Mark Zu...

Tale of Us > The Fed Instead of listening to the Fed people should be listening to this! Amazing set by Anyma & MRAK. #melodictechno #neotrance #techhouse

Adidas $ADS.DE had their earnings today. Apparently they're still selling Yeezys from '22!?!? People we're telling me Yeezys were hot ish. More like ish by the look of things. Not selling any Nike $NKE Source

Yahoo Finance

Adidas CEO: ‘You have to be more American to be successful in America’

With sales in North America down 7% in Q2, CEO Bjørn Gulden said the athletics retailer is leaning into American sports like basketball and baseb...

Peak Kanye

Sharam - PATT (Party All The Time) (Adam Beyer, Layton Giordiani & Green Velvet Remix) Eddie Murphy's hit "Party All The Time" is having its third wind. Sharam, of Deep Dish fame, made a remake many years ago. Was a small hit. Adam Beyer, Layton Giordiani & Green Velvet have remixed that one. Great remix! Currently being played by everyone in the House/Techno scene. You know you want to hear Eddie's voice on the hook when you're all sweaty on the dance floor at 06:11.

Not selling!

Meta $META busy with AI like always. They're launching AI Studio which lets users create custom AI bots on their platforms. I'm guessing this can be pretty useful if you have a big account posting stuff regularly.

Meta Newsroom

Create Your Own Custom AI With AI Studio

We’re rolling out AI Studio, a place for people to create, share and discover AIs to chat with – no tech skills required.

"Meta's reality check: Inside the $45 billion cash burn at Reality Labs" About burn rate, crazy projects and low morale at Meta's $META AR/VR division. Worth a read. I'm not worried, it's not all sunshine and rainbows out there. I still remember Zuck surfing with the American flag on July 4th. Enough for me!

Yahoo Finance

Meta

Meta

Hyatt $H doing an alliance with Under Canvas in order to broaden their portfolio of experiences to include outdoor hospitality. Could be the right thing to do. Seems the potential downside is limited. Haven't bought my last share nor stayed at for the last time. Something I'd like to see Hyatt do is buy some #Bitcoin with the $794 million of cash and short term investments they have. In the wise words of Gucci - At Least A M @MarkHoplamazian I understand the hospitality sector is pretty conservative, but this move would be good in many ways. Hyatt has more cash than what it knows what to do with, even if there are potential acquisitions I'm not aware of. You & Hyatt would be regarded as pioneers in this sector, adopting a new financial strategy I'm convinced most will move to. It's a matter of when, not if. Being smaller, and in my opinion better, than Marriott and Hilton you can be agile in a way they can't. You'd pave the way. Key point: $USD going down in short and long term. #Bitcoin going up if not in short term but definitely in long term. Source

Be More Outdoors: World of Hyatt Announces Exclusive Alliance with Under Canvas, the Leader in Upscale Outdoor Hospitality, Adding More Immersive Experiences for Guests and Members

World of Hyatt members can now earn and redeem points for even more luxury and adventure-filled stays in some of the most iconic destinations throu...

Age Of Love – The Age Of Love (Jam & Spoon's Watch Out For Stella Mix) Still the greatest track of all time!

Thank God for Hermès $RMS.PA

Yahoo Finance

Hermès International: 2024 Half-year Results

Half-year information report as at the end of June 2024 Robust sales and results in the first halfRevenue amounted to €7.5 billion(Revenue increa...

if (jerseyCity.isBuying(bitcoin)) return 🙌;

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Watcher.Guru (@WatcherGuru) on X

JUST IN: 🇺🇸 Jersey City to allocate a percentage of its pension fund to buy #Bitcoin ETFs, Mayor announces.

Love it! 🐽

X (formerly Twitter)

MARA (@MARA) on X

Today, we are announcing that MARA has purchased $100,000,000 worth of BTC. And effective immediately, we are once again adopting a full HODL strat...

Ferrari to accept crypto in Europe as well. Using BitPay so crypto is converted to fiat instantly, but it's at least something. https://www.reuters.com/technology/ferrari-extends-cryptocurrency-payment-system-europe-after-us-launch-2024-07-24/

Mistral AI just released Mistral Large 2, a 123 billion parameters with 128 k context window.

Large Enough | Mistral AI

Today, we are announcing Mistral Large 2, the new generation of our flagship model. Compared to its predecessor, Mistral Large 2 is significantly m...

mistralai/Mistral-Large-Instruct-2407 · Hugging Face

We’re on a journey to advance and democratize artificial intelligence through open source and open science.

"Inside Mark Zuckerberg's AI Era | The Circuit" A new Bloomberg Originals just dropped. About Meta's $META AI development. P.S. What's that chain Zuck is wearing? It's not a Jesus piece.