Failed to increase AKO1L position last week heading into FY Q1 release. I saw momentum in commodities and raw inputs that suggested strong Q1. Market also saw it too, keeping price afloat above ex-div and immune against downturn in US.
https://pbs.twimg.com/media/G6H9QM0XkAE1Eh1?format=png&name=900x900
Bitcoin Core v30.0 increased OP_RETURN limit to "effectively unlimited". Pieter Wuille (core dev) explains the rationale.
My takeaway: Bloat on nodes is lesser evil against hurting decentralization via multiple angles that limits support long term.
@Charles_Lister
Parts of #Syria are beginning to see huge improvements in electricity supply, with #Damascus, #Aleppo & #Hama all receiving 16-24hrs of electricity per day in recent days.
That's up from 4-6hrs (which has been the norm for yrs) thanks to gas supplies & vast structural repairs.
-focus on maintaining ROIC
-all hardware IP from OpenAI (custom chips, ex. consumer) to be available to $MSFT for next 7 yrs
-datacenter buildout pause - build on demand visibility, w/ grounding in chip replacement cycles, different power, networking reqs
So $ALAB earnings did not disappoint. 104% YoY profitable revenue growth; 20% QoQ. Only yesterday learned $AMZN has a stake since 2024.
They beat their own guides since IPO, however for 25'Q4 they are accelerating guided revenue.
Holding, would add around $140 if market gives.
https://pbs.twimg.com/media/G5A5sVFX0AACsLK?format=png&name=large
