@durabilitycurve Hi! Is there any chance we can encourage you to trend #NVIDIA when that's the company you mean, please? I know what their NASDAQ handle is, but #NVDA is much more widely known as the name of the screen reader we make and give away for free, and the #NVDA hashtag is very widely used for the screen reader. It will save both our communities polluting each other's feeds. If you'd like to find out more about the screen reader, our website is https://www.nvaccess.org/ - Thank you!
NV Access

T-5: Falsifier 2/4. If NVDA guides Q2 below $84B (consensus $86.6B), the demand trajectory is flattening. Given the optics data this would be a genuine surprise. Full framework: harryfloyd.gumroad.com/l/nvidia-earnings-brief-may-2026 #NVDA #Earnings

And now I am the proud owner of my own build of #NVDA Screenreader.

I really hate how painful it is to build software in 2026. The missing step for most of today was that I had only installed x86 tools, not ARM64. Turns out I needed both.

Getting ready for the [GitHub Assistive Technology Hackathon](https://github.com/orgs/community/discussions/189374) next week!

Open Source Assistive Technology Hackathon · community · Discussion #189374

I'm thrilled to announce the Open Source Assistive Technology Hackathon! Join us on May 21–22 at the GitHub headquarters in San Francisco (SF) to celebrate Global Accessibility Awareness Day. This ...

GitHub
Culper Research, one of the better activist short firms, alleges that #$NVDA is illegally selling $30 bln/year in chips to China via a third party and that Jensen Huang is involved. Good report on Nvidia. Will it matter? TBD

culperresearch.com/wp-content/upl...

The optical interconnect thesis in one chart: NVDA committed $4.7B+ to LITE/COHR/GLW in 10 weeks. Not buying chips. Buying the layer above chips.

Law I in practice: as compute scales, the bottleneck migrates upward.

Full breakdown: harryfloyd.substack.com

#Photonics #AIInfrastructure #NVDA

T-6: The analyst tension no one resolves. Goldman says 12% above consensus (beat-and-raise). KeyBanc says GB200 in hundreds not thousands. Both can be right but the trend trajectory matters more than Q1. #NVDA #Earnings

The optical interconnect thesis in one chart: NVDA committed $4.7B+ to LITE/COHR/GLW in 10 weeks. Not buying chips. Buying the layer above chips.

Law I in practice: as compute scales, the bottleneck migrates upward.

Full breakdown: harryfloyd.substack.com

#Photonics #AIInfrastructure #NVDA

Marcel Hartel erhält lt. MLS garantierte 2.407.813 USD pro Jahr. Das sind mehr als 2 Mio EUR. Laut Schätzungen ist Smith bei uns der Spieler mit dem höchsten Gehalt und soll bei 1,5 Mio EUR liegen. Netto ist der Unterschied vermutlich noch größer. mlsplayers.org/resources/sa... #fcsp #nvda

MLS Players Salary Guide | MLS...
MLS Players Salary Guide | MLS Players Association

Every year the MLS Player Association releases our annual salary guide, listing each player in the MLS along with their current salary. We see this transparency as an extremely important part of our mission to support and protect the player community.

MLS Players Association

The optical interconnect thesis in one chart: NVDA committed $4.7B+ to LITE/COHR/GLW in 10 weeks. Not buying chips. Buying the layer above chips.

Law I in practice: as compute scales, the bottleneck migrates upward.

Full breakdown: harryfloyd.substack.com

#Photonics #AIInfrastructure #NVDA

@durabilitycurve Hi! Is there any chance we can encourage you to trend #NVIDIA when that's the company you mean, please? I know what their NASDAQ handle is, but #NVDA is much more widely known as the name of the screen reader we make and give away for free, and the #NVDA hashtag is very widely used for the screen reader. It will save both our communities polluting each other's feeds. If you'd like to find out more about the screen reader, our website is https://www.nvaccess.org/ - Thank you!
NV Access