Defend The West!

Joined January 2025
24 Photos and videos
RT @SilentStrengtth: The harsh truth is, if you’re boring, you’re forgettable. Too many men fall into the trap of routine and predictabilit…
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Mark Cuban recently outlined the #1 way to get rich during the AI gold rush. He's been through every technological evolution, and he says THIS is the biggest opportunity of them all. Every small & mid-sized company will soon need AI agents, and NONE of those business owners will know how to implement them. His advice: learn Claude, learn agentic workflows, learn AI. Then walk into underserved businesses and solve their bottlenecks with AI. He compares this to when he was 24 and helped companies learn computers/PCs. Huge opportunity.
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A $2.0 billion company building the first commercial photonic memory product on the market in partnership with $MRVL and nobody is talking about it. $PENG Penguin Solutions. Trading at $40. 15x forward earnings. Zero photonics revenue priced in. Penguin was an early investor in Celestial AI. $MRVL acquired Celestial in February 2026 for billions. $PENG got a $27.5 million cash payout from that acquisition and kept the most important thing. The partnership. They are actively developing the Photonic Memory Appliance with $MRVL right now and the CEO confirmed it explicitly on the last earnings call. The PMA is the first commercial photonic memory disaggregation product being built for large scale AI environments. Photonic connectivity dramatically increases the capacity to share memory across workloads at speeds conventional interconnects cannot match. As inference scales this is a critical bottleneck solution. $PENG builds the box. $MRVL guided $500 million run rate by FY28 and $1 billion by FY29 on the Photonic Fabric platform. $PENG is in the critical path of that entire buildout. The market is pricing none of it. Then the $AMD partnership just dropped. $PENG and $AMD signed a collaboration with Shell to enhance AI data center efficiency. Shell’s Houston facility already runs 864 Penguin built servers loaded with dual 96 core EPYC processors. $AMD takes the chip revenue. $PENG takes the systems revenue. Every enterprise AI deployment on EPYC is a $PENG revenue event Full year revenue growth guidance just raised from 6% to 12% on the back of memory segment strength. Enterprise and sovereign AI pipeline growing 50%. 15x forward earnings. Photonics optionality at zero. $AMD CPU supercycle tailwind. $MRVL partnership confirmed. The re-rate will happen soon.
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People spend all day on instagram watching others take luxury vacations and doing renovations and lose their minds. Uninstall the apps and watch these mental problems disappear.
A survey of 2,000 American mothers revealed that nearly half of millennial moms described themselves as mentally drained, and 19% said they feel resentful. That was roughly 𝘵𝘩𝘳𝘦𝘦 𝘵𝘪𝘮𝘦𝘴 the rate reported by baby boomer mothers. What do you think is happening here?
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RT @VideoArtGame: Resident Evil Requiem

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BREAKING: Rebel Alliance hero and Death Star destroyer Lando Calrissian is Armenian! The Galactic Empire could not be reached for comments.
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Farmer tries to buy a computer in 1995 and is shocked by the price
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And just like that, we are HUGE Cade Cunningham fans “I get my aura from Jesus Christ - my Lord and Savior. God blessed me with parents who raised me in a way I wouldn’t trade for the world.” (Via @omarisankofa 🎥)

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5 things to pray to GOD every morning & watch how your life changes ‼️‼️
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If this tweet has exactly 1 like in 24 hours I’ll give that person $1,000,000
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A web agency quoted this cafe $5,000 and 3 weeks, this guy built the same website in 6 minutes for $20, then explained exactly how. The exact strategy: > Find a local business on Google Maps with no website or a bad one > Copy their reviews > Paste the business name and reviews into ChatGPT 5.5 > Copy what comes out without even reading it > Make a site with 1 prompt with GPT 5.5 60 seconds later you have a fully built professional website ready to sell. Call the business, sell it for $800, move to the next one, $20 in tools, 6 minutes of work, $780 profit per client. 5 websites a week is $4,000, 10 is $8,000, 20 is $16,000 a month selling AI websites to local businesses who have no idea this is even possible. No coding, no design skills, no agency, no employees, no $5,000 quotes, no 3 week timelines. Just Google Maps, ChatGPT 5.5 and a $20 web builder. Every town has hundreds of local businesses with bad or no websites, each a potential $800 sale. $780 profit -> 6 minutes -> repeat forever.
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Apr 26
> 19 years old, american student > Rolex on the wrist, Corvette in the driveway > together more than $500,000 > people tell me there's no money out there > i just open Google Maps > find a restaurant with no website > paste the link into ChatGPT > wait 2 minutes > fully built website ready > sell it to the owner for $800 > close 3 clients a day > $2,400 every day > $67,200 a month > Google Maps is on everyone's phone > nobody is just doing this
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Apr 23
Who’s that Pokémon⁉️
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7 things God says about you in the Bible! Make sure to save this for later or share it with a friend who might need to be reminded of what God says about them!
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This is what 400 calories looks like. Same number. Two completely different outcomes.
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Apr 19
Hide Your House NOW on Google Maps. Most people have no idea… your house is fully visible on Google Maps.. including entry points, cameras, fences, and more. That means anyone can study your property without ever stepping foot near it.
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Chicago Bulls Introduction during the 1997 NBA Finals Game 6 🔥

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The more enterprises I talk to about AI agent transformation, the more it’s clear that there is going to be a new type of role in most enterprises going forward. The job is to be the agent deployer and manager in teams. Here’s the rough JD: This person will need to figure out what are the highest leverage set of workflows on a team are (either existing or new ones) where agents can actually drive significantly more value for the team and company. In general, it’s going to be in areas where if you threw compute (in the form of agents) at a task you could either execute it 100X faster or do it 100X more times than before. Examples would be processing orders of magnitude more leads to hand them off to reps with extra customer signal, automating a contracting review and intake process, streamlining a client onboarding process to reduce as many straps as possible, setting up knowledge bases than the whole company taps into, and so on. This person’s job is to figure out what the future state workflow needs to look like to drive this new form of automation, and how to connect up the various existing or new systems in such a way that this can be fulfilled. The gnarly part of the work is mapping structured and unstructured data flows, figuring out the ideal workflow, getting the agent the context it needs to do the work properly, figuring out where the human interfaces with the agent and at what steps, manages evals and reviews after any major model or data change, and runs and manages the agents on an ongoing basis tracking KPIs, and so on. The person must be good at mapping the process and understanding where the value could be unlocked and be relatively technical, and has full autonomy to connect up business systems and drive automation. This means they’re comfortable with skills, MCP, CLIs, and so on, and the company believes it’s safe for them to do so. But also great operationally and at business. It may be an existing person repositioned, or a totally net new person in the company. There will likely need to be one or more of these people on every team, so it’s not a centralized role per se. It may rile up into IT or an AI team, or live in the function and just have checkpoints with a central function. This would also be a fantastic job for next gen hires who are leaning into AI, and are technical, to be able to go into. And for anyone concerned about engineers in the future, this will be an obvious area for these skills as well.
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Apr 11
This 2 hour Stanford lecture shows exactly how Stanford trains it's engineers to build AI systems. It's more practical than every Claude tutorial & prompting threads you've seen. Bookmark & give it 2 hours, no matter what. It'll be the most productive thing you do this weekend.
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