Guess I have to postpone my dental work. j/k I must say I'm a bit surprised with the market reaction to Nvidia $NVDA earnings. Down 6,7% after hours. If earnings would have been in line with estimates, yeah sure, but they were beaten. Is it worries about Blackwell's mask or the fact that Jensen didn't want to specify how many billions Blackwell would rake in this fiscal year? Not sure what's going on. Watching this right now. Jensen shows up about 16 min in. He doesn't look worried. Is he wearing a cotton jacket?!?!? Doesn't look like leather to me. Maybe that's a signal? TSMC $TSM went down after hours as well. Bummer. ASML $ASML.AS is holding up quite well. I choose to stay positive, not selling.

GameGen - game engine powered entirely by a neural model AI coming for game developers. Look what's possible with the classic Doom!

GameNGen

Diffusion Models Are Real-Time Game Engines

Ibiza - summer '24 Just came back after some much needed R&R. Didn't check this app not even once. Proud moment. Checked the price of #Bitcoin though. 😀 In some ways Ibiza today is a bit different compared to the first time I visited 13 years ago. Been there numerous times, but this was the first visit after the pandemic. Lots of construction going on. Seem to mainly be apartments and houses, maybe some hotels as well. Certain places are no longer with us. Privilege for instance is closed. Will open next year as UNVRS by the same owners who own Ushuaïa and Hï. Are they taking over the whole island?!? Apparently you can pay with some kind of crypto at Amnesia. Didn't investigate further, just saw a banner there. Saw these acts: Tale of Us, Recondite, Rebücke, Kevin de Vries, Alan Fitzpatrick, Eric Prydz, Deborah de Luca etc. Great sets! Had the pleasure of running into Eric Prydz at the lounge at Ibiza airport when going home. Small airport and if you have some kind of lounge access you'll end up at this one place. Maybe private flights have something else, don't know. I don't really get starstruck, but man this guy's music has meant so much to me I can't even describe. Approached him and thanked him for all the joy his music has brought me. Didn't ask for a selfie, that's not me. He thanked me and seemed to appreciate it. Good man! More money focused/commercial these days IMHO. Somewhat expensive lounges/restaurants popping up everywhere. I'd prefer more club venues instead. Small and big. People still friendly. Taxi drivers still drive like crazy. Still a beautiful island... and I'm still going to be coming back! Some photos Pryda - Stay With Me An amazing track by Eric Prydz.

This week's search term: "Nvidia bull x" Options seem to indicate a move +/- 10% could happen for $NVDA. No idea if that's correct or not. ## Positives * Representatives for nation states still want to meet with Jensen. They won't be developing custom chips like some hyperscalers. * The guidance from last earnings call was probably a little conservative, giving Nvidia a change to beat it today. That being said, the guidance was nothing short of phenomenal. * Potential delays of Blackwell, which has been written lots about. Well, a bump in the road maybe. I think the different hyperscalers will be buying anyhow. If they can't get Blackwell, they'll buy Hoppar instead. Sundar Pichai/Google: -“the risk of under-investing is dramatically greater than the risk of over-investing for us here, even in scenarios where if it turns out that we are over investing”. A bit like a regular morning at pusher street. If there's no heroin available, people will buy fentanyl instead because they need something. They might even buy some fentanyl/Hoppers in either case because they are known to work and are cheaper to buy (not operate/use). The stock market might not view it in the same light though. * $SMCI and $Dell are busy as bees. $TSM yesssir. $MU and $000660.KS too. * Jensen focuses on one thing only: Nvidia ## Dangers * Since the stocks is more or less priced for perfection, the market probably doesn't require much for a sell-off. ## Action A small leverage here is probably OK for me. Might pay for my upcoming dental work.

Great interview with Mark Hoplamazian CEO of Hyatt by Forbes They talk about the hospitality business, leadership, agile methodology in organisations, future plans for Hyatt, AI and yes even Taylor Swift.

"50 Best Atlanta Rappers of All Time, Ranked" A robbery has taken place... Victims: Gucci & Jeezy Robber: Complex I do understand the first position though. https://www.complex.com/music/a/dimassanfiorenzo/best-atlanta-rappers-of-all-time-ranked

TFTC - Japan’s Yen Carry Trade Will Get Much WORSE... - Ep. 529 Great episode of @TFTC with guest Peruvian Bull where the recent financial events in Japan are discussed together with #Bitcoin of course. I learned lots.

What would happen if events/clubs above a certain capacity and DJs/producers all agreed to record the sets? Good visual and audio quality for everyone to enjoy whenever they feel like it. Would people stop recording with their phones? Unfortunately I don't think so. It's a nuisance and it's here to stay. Sure I can understand snapping a photograph or two, but standing still and recording instead of dancing for an extended period of time? Not me.

Made a donation in #Bitcoin I've done coinjoins through Whirlpool numerous times. I should be allowed to do it and the creators of it should not be in prison for providing such a service.

X (formerly Twitter)

𝔻𝕚𝕧𝕖𝕣𝕥𝕖𝕣 #FreeSamourai 🥷🗣️ (@Diverter_NoKYC) on X

https://t.co/gFIicLJzDj for info https://t.co/6A33wXqR03 Option 2 to donate #FreeSamourai

VNTM live at Tomorrowland 2024 The guy is master. If you have no idea who he is, you need this set even more than I do. #melodictechno

SoundCloud

SoundCloud - Hear the world’s sounds

Explore the largest community of artists, bands, podcasters and creators of music & audio

My Twitter was locked today. I had to identify a cat sound and now I'm not following anyone. The time for #nostr have never been more urgent.

My old trusty one will get a sibling when this one is released.

Bloomberg.com

Apple’s Mac Mini With M4 Chip Will Be Its Smallest Computer Ever

Apple Inc. is planning a new version of the Mac mini that will be its smallest desktop computer yet, part of a broader overhaul of the Mac line wit...

Russia legalised #Bitcoin mining

TASS

Putin signs law on legalizing cryptocurrency mining in Russia

Only Russian legal entities and individual entrepreneurs included in a register will have the right to mine

Bought some Meta $META and MicroStrategy $MSTR today. The last of my somewhat dry powder. Maybe I'll get to hug Zuck and Saylor someday.

Glad I bought a little yesterday. $NVDA

X (formerly Twitter)

Dan Nystedt (@dnystedt) on X

Worries over a potential delay of Nvidia’s latest AI chips appear overblown as demand continues to rise and major clients (cloud/hyperscalers) co...

Worst single day ever for my measly portfolio. Not really worried though. Not a real problem.

Bought some #Bitcoin $NVDA $TSM today. Hopefully buying something tomorrow as well. Not worried. I believe!

Depeche Mode - Never Let Me Down Again Checked the price of #Bitcoin and this popped up in my mind. Not sure if the lyrics are about drugs, Bitcoin (Martin Gore wrote it in '87) an actual friend or God knows what. It seems fitting this evening.

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.

X (formerly Twitter)

Dylan Patel (@dylan522p) on X

Nvidia's Blackwell Reworked - Shipment Delays & GB200A Reworked Platforms MGX GB200A NVL36 vs GB200A NVL64 B102 B20 CoWoS-L vs CoWoS-S, Connect...

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.