Dwyane Wade on not winning the 2008-09 MVP award: “I didn’t get the MVP award because they didn't give it to me. Not because I wasn't MVP…. Like I did everything. I just didn't get everything. But I got a lot. I'm okay with it.” (Via @wynetwork h/t @HeatDiehards) https://t.co/9vosa3Dltk

Farming On Prodigy RP Just Got a Huge Upgrade! Till. Seed. Harvest. Hook up your trailer, jump in your tractor, and build your farming empire🌾 https://t.co/leB47Hu0Lb

🚨 BREAKING: Claude can now help you build a CONSULTING BUSINESS making $20K/month. For free. Here are 8 prompts to build your consulting empire: https://t.co/skJc5YFkxO

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3 Stories Behind the Semi Selloff: Hyperscaler CDS, SK Hynix Earnings, China's DUV The semi selloff is market psychology, not a change in fundamental AI hardware demand. - Hyperscaler CDS spreads suggest debt anxiety - But @GavinSBaker has good counter argument: hyperscaler GPUs are under-earning, spot is 2x contract, plus labs are generating profits from agentic inference. So revenue and FCF go up. - SK Hynix: +257% revenue → -20% stock. Leveraged ETFs and funds selling/taking profits. - DRAM is beating HBM on profit per wafer, but demand for both is strong and HBM is more differentiated - China's DUV win is 2008 ASML, not leading edge. Progress, but not ASML competition. Chapters: 0:00 The Market is Freaking Out 0:23 Hyperscaler Debt and Credit Default Swaps 5:12 The Counter-Take: Under-Earning on GPUs 8:28 SK Hynix: Record Growth, Market Carnage 11:05 The HBM vs. DRAM Profitability Paradox 12:52 Market Psychology vs. Fundamentals 12:47 China's Immersion DUV Breakthrough 13:59 The Limits of DUV: 7nm and Multi-Patterning 18:49 A Long Journey to Self-Sufficiency 19:59 Surviving Semiconductor Cyclicality Get more of Austin and Vik daily, free! Sign up: https://t.co/7trwA2f0EH Connect with Vik and Austin: Vik's Paid Substack: https://t.co/yLJKcE3WBM Austin's Paid Substack: https://t.co/bTnS0lvmpm @austinsemis @vikramskr

"When Can I Play Madden 27?" AUGUST 6th: MVP+ membership users OR get EA play trial for 10 hours playtime AUGUST 10th: Deluxe edition users and MVP bundle users (note different than MVP+) AUGUST 13th: Standard edition https://t.co/YvPGFU76IS

‼️ MVP MMA TO MERGE WITH THE PFL 👀🔥 MVP and PFL are officially merging to create a new combat sports platform under the MVP banner. - PFL MMA will be no more and will become MVP MMA. - The new MVP MMA will be led by Jake Paul and Nakisa Bidarian, with PFL’s John Martin serving as CEO. [first rep. Wall Street Journal / @arielhelwani]