The heads of Marvell Technology and Lumentum Holdings got the blessing of Nvidia’s Jensen Huang before striking their nearly $103 billion tie-up.
the patience you have during the test dictates the blessing
Can you spot the good wishes hidden in traditional Chinese architecture?
In the second episode of the Chinese Culture Quiz Challenge, South reporter Nick puts Mexican influencer Max, who has 10 million followers, to the test at Guangzhou's Chen Clan Ancestral Hall.
Through a True or False game, they uncover the symbolism behind traditional decorations. Deer represent wishes for a smooth life through a play on words, while pomegranates symbolize a thriving family and the blessing of many descendants.
Every carving and ornament tells a story. Take a closer look and discover the meanings hidden in Lingnan architecture!
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Pray for the wisdom to recognize opportunities, not just the blessing to receive them.
May God open our eyes to see the right opportunity when it comes
Virtual visit number 153 of the year. The blessing with having HOLES on my résumé is the fact that for the last 23 years - kids around the world have read the book and then watch the movie in their classrooms. Do you know how many movies come and go that people don't see? Do you know how many actors are in projects that never get watched?
ZERO is an icon in his own right. A DISNEY LEGEND some say. I consider myself, the black Harry Potter. I have a cheat code when it comes to the word
"relevancy". No matter what, I can tap in to the youth because the film lives on organically in this way. And for it to entertain millions of people all around the world for the last 23 years, I'm sure it will continue to do the same thing for a long time.
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All non white people came here without the blessing of the majority of the native (white) british.
Unwelcome.
It has been one week since the solemn mass, the blessing, and the inauguration of the tower of Jesus Christ. In case you still can’t stop thinking about it, check out the full video of the illumination. 🔙
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On 19 Oct I called $146 SpaceX a blessing from the heavens.
Since then SpaceX beat Q3 revenue by almost $1.9B, booked $4.40B of net income and guided $33-37B of revenue for ONE quarter.
And right now you can buy it at $141. Cheaper than the day I said it.
Here is why I think this is the gift of the year.
1. You're getting IPO prices
SpaceX IPO'd at $135 on 11 Jun.
Today it's 4.4% above that, almost 5 months later.
Revenue grew 87% in one quarter in between. The price basically didn't move.
2. It owns the road to space
Elon says SpaceX carries almost 90% of everything that goes to orbit.
Vulcan has been grounded since February. New Glenn exploded in May.
There is no second road. You get it at the IPO price.
3. It sells the only scarce things left
Compute and power.
1.7 GW at 30 Sep. 2.5-3 GW guided by year end. Elon expects at least 13 GW by the end of 2027.
The CFO says new compute is pricing slightly above the high end of $30-50 a watt.
13 GW at $50 a watt is $650B a year.
4. Every AI winner pays SpaceX
Anthropic is reportedly aiming for $1.5-2T. Its own S-1 says it rents up to $120.5B of compute from SpaceXAI.
Google signed up to pay SpaceX $920M a month.
Whoever wins AI, the rent goes to the same landlord.
5. SpaceX gets the cheap money
Oracle just paid up to 8.65% on $10B of bonds and sold $10B of new stock at $116.
SpaceX's bonds pay 5.35-6.65%.
SoftBank has $64.6B stuck in a private OpenAI. You can buy SpaceX with one click.
6. The calendar is clean
No unlock until 8 Dec. That's 35 days.
8 unlocks so far. Green the next day 8 of 8.
Elon owns about 45% of the shares and can't sell one until 12 Jun 2027.
7. The math
At $141 SpaceX is a $1.91T company. The Q1 guide alone annualises to $132-148B.
39 analysts, average target $257.11. 31 of them say buy.
$1,000 in right now becomes:
$1,755 at the median target
$1,823 at the average
$2,128 at Morgan Stanley's $300
~$52,220 at $100T
The bears needed one close under $135 to call it broken. They got $134.72 for exactly one day lol.
My read: in 5 years nobody will believe you could buy the road to space and the landlord of AI at the IPO price.
That's the blessing. Most people will only see it in the rear view mirror.
$100T is a matter of time.
$SPCX
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Perfect sleep today at 16°C/61°F
I might start the AC to precool the bedroom a bit earlier cause it takes awhile to get there
Even though it's 19°C/66°F outside at night in Portugal, without AC our bedroom would be 30°C/86°F with 2 people in it
Why? Well when we travel and we don't cool it, our bedroom at night is about 24°C/75°F, so that's the base temp
And that's because it's a well insulated modern house (aka the blessing and curse of modern houses), modern walls delay the heat from the sun in the day so it heats up your house at night, essentially to save energy but it results in extremely hot bedrooms that are terrible for your sleep
On top of that two people sleeping increases a bedroom temperature by another 3°C!/5°F. Especially if you work out and have some muscle mass which radiates even more heat!
So without AC running we'd end up in a 27°C/81°F bedroom!
Add a blanket to that and you add another 3°C, so you're sleeping at 30°C/86°F. Terrible sleep!
If you ever slept in an old house you know how nice it is, it's barely insulated and feels breezy and cold at night, how it should be
Overheating at night due to modern insulated homes is a well documented problem in energy efficient housing research
So yes most of us need AC at night!
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Pastor Jack Graham delivers remarks at Rededicate 250 on the National Mall:
"I am so glad that our president and commander-in-chief, Donald Trump, has invited us to pray, to to seek the God of Heaven.
There was a commander-in-chief 3,000 years ago by the name of Joshua. He and the children of Israel stood on the brink of blessing. They're about to cross over the River Jordan and into the Promised Land. God had given them life and liberty, setting them free from the powers of Satan and Egypt.
They wandered in the wilderness for those 40 years. A generation died off, but now they are ready to go in and to take the blessing and the promise that God had already given them, to possess the land.
But before they crossed over, Joshua stood before the people and he said, 'Sanctify yourselves, for tomorrow the Lord will do wonders among you.'
So my message from God's Word to you today, for all of us, is the message from God's Word to sanctify ourselves, to dedicate our lives, to consecrate ourselves to Him."
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