⍼ John Nicholson ⍼
@Lost_Signal
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☁️ 💪 💾 , Contoso
Texas
Joined August 2010
Think like an economist Talk like an accountant Act like a technologist @dineshsingh2004 That a decade ago I think burned into my brain somehow.
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I don’t know why anyone’s ever gonna go public again
BREAKING: Databricks is raising over $4 billion in Series L funding at a $134 billion valuation.
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Goldman Sachs DRAM Commentary: Supply Growth Modest, Demand Continues to Significantly Outpace Supply Demand for both High Bandwidth Memory (HBM) and conventional DRAM continues to outstrip supply. Overall, full-year 2026 HBM volume and pricing negotiations for most DRAM
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Everyone’s going to move earnings calls to Friday.
JUST IN: NASDAQ moving forward with 24/7 stock trading, expected to have 24h trading on weekdays by Q2.
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JUST IN: Apple, $AAPL, is developing its first server chip for AI, code-named "Baltra," and is working with Broadcom, $AVGO, on the crucial networking technology to avoid buying from Nvidia, $NVDA
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"There are currently 2 usable disks for this operation. This operation requires 1 more dusable disk" Trying to move a VM to a stretched cluster and forgot to change the SPBM policy. When in doubt, just change to the cluster default.
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BofA: On Broadcom’s Fifth Customer “We assume that the OpenAI project will still be more weighted toward FY27 than FY26, which is a positive in that it reduces the risk to the FY26 AI outlook. Given that Broadcom’s newly added fifth customer is a traditional customer that has
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John, why are magnetic drives too slow for primary storage, or even first line backups?
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I’ve had to tell an employee they smelled bad and it was going to impact their performance review. They fixed their hygiene issues and it changed their career. Smells can change your destiny. @DrAllyLouks research is important y’all.
Tech Bro's Sense of Smell: A Short Story in Three Acts Act I A woman posts a photo holding her English PhD thesis on the politics of smell (or the relationship between smell and power). Tech bros left, right, and center troll her, trash her. Thousands of hateful, sexist
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A MUST-READ interview with a Former high-ranking $META employee on $NVDA/ $AMD and the ASIC ( $GOOGL TPU, $AMZN Trainium, $META MTIA) battle: 1. According to him, there is a gap between the performance of SerDes that $NVDA uses for NVlink and others. $NVDA uses 900 Gbps
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$AVGO Since when did Hock go out his way to name customers? Wow… 😂 5th additional customer secured
@jbulltard1 Guidance is coming hot 📈
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$AVGO delivered 😏 • Sales $18.02B vs Est. $17.46B • EPS $1.95 vs Est. $1.87 • EBITDA $12.2B vs Est. $11.6B • Operating Income $11.9B vs. Est. $11.4B Q1 Guidance • Sales $19.1B vs Est. $18.3B • EBITDA Margin 67% vs. Est. 66% • AI Sales: $8.2B -- double YoY
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Avg. 401k balance in US by age: 25–34: $237,900 35–44: $597,700 45–54: $1,145,300 55–64: $2,207,600 65+: $3,228,200 Do these numbers surprise you? They should because I just made them all up.
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FYI: I PROMISE people read the "Feedback" on our techdocs website. I just drafted a clean up of some firewall port documentation (and consoildate it to https://t.co/JYcJetqint) because one of you called out it was confusing.
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LAUGHS IN BROADCOM
BREAKING: Anthropic partners with Arista for their ethernet networking needs. Arista posted a video on their LinkedIn/YouTube featuring Tom Brown, Anthropic's Chief Compute Officer and Co-founder, discussing how "this partnership combines Anthropic's AI expertise with Arista's
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Next up we will go verity under Cluster --> Configure --> vSAN --> Data protection that it is showing deployed From here we can go configure some protection schedules!
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Note, if you wanted to configure VLR you would scroll down here and hit that big blue button.
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Alright it's going to reboot services after configuring and...
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Going to put in my SiteName, I'm not confugring a customer extension ID. Also configure where you want system alerts to go. Maybe I should point this at @vmpete or @vPedroArrow email, or maybe I should use a operations catch all mailbox that goes into my ticket system.
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