LinuxGeek @blispr
at the intersection of tech, culture, investing & sport. Undergoing intense therapy - in my garden & hot beaches/tennis-courts of Florida Joined June 2009-
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This is McKinsey level analysis from an 18 year old. Puts grown ups to shame. Politics aside. Hope he only gets better and doesnt let toxic politics muddle his thinking. #india #genz
Interview with Man of the Moment @sidhant_sarthak @cbseindia29 @dpradhanbjp @timesofindia #cbse #cbse2026 #cbseresults @AnimeWorld42653 @AllCBSENews timesofindia.indiatimes.com/city/pune/not-…
There are many critics of FCEL . Ive been in and out over a --decade-- in this stock, and feel mgmt could do better over the years.. Diluted, sure. RS sure. BUT: macro was bad for fuel cells. They survived and didn't go bankrupt.They are not scammers, they aren't dishonest, they dont talk up their stock ( like many CEOs ). To me thats absence of red flags, at least. Plus, the latest tailwinds are literally fresh air for this stock.
@ThematicTrader @BSacamanoV That would be awesome!!
@rubicon59 $FCEL has an underwhelming track record and a C-minus level management. IN their favor, macro envmt for Fuel Cells was horrible until AI demand came along.
The problem is they have a CEO Jason Few who's been at the helm for a decade or more, and underperformed. Even with a golden egg of DC power demand within reach, managements can be morons - just coz they have CEO, COO, CFO titles doesn't mean they have common sense to grow the business' bottom line.
Ive looked at FCEL for a long time. Jason Few has been CEO for a decade or longer? Leadership is jaded and not ready for this new opportunity. The Mck hire is positive news ( as an ex Mck myself im not wild about it) - any leaders change could be good.. theyre neck deep in legacy businesses
@edge_of_power If $FCEL can show it's getting new orders from DCs, thats a step change. That doesn't mean they can 100% execute on the opportunity . BUT its material for the stock. And if they have new management leadership changes thats also material. Their leadership is jaded
@rosyprosperity Im a bit leveraged. 🤔 we shall see 8 am !!
@Saishiv17 Good to know and i can see why.. ive been building on #GCP and feels way better. #aws feels dated ( maybe its just me , been at it for too long)
The walrus suite of tools - they talk big .. but when held up against enterprise level storage etc .. its not reliable at all .. at least it needs lots of work . Now they're jumping into agentic AI ( b/c thats the game) - i think their tool chain Will always be promising big but under delivering
@dangambardello @DiegoShark1987 The Sui community leadership is immature- thats my personal opinion- i applied for multiple grants with multiple POCs... and spoke to foundation people... consistently inconsistent and indecisive.. unwilling to sponsor or encourage ecosystem development.
Test #cricket trying to be #t20
@WG_RumblePants I’ve watched the highlights back this morning & it’s not a minefield, bounce was predictable, nipped around a bit. Are modern players so used to flat T20 pitches & hitting through the line that they have forgotten how to deal with anything a bit more difficult?
Older-Indians shirk risk, they run away from it; failure is abhorrent to them; so many western notions - eating meat, drinking, dating, living-in etc are sinful to their DNA - they are trapped in these cultural cages. Fear of failure is pervasive in their persona. And these controlling elders have brainwashed or stunted the confidence of youngsters in their teens, twenties and thirties.
@RoshanKrRaii It speaks to the earlier generation as a whole - they cannot communicate, the so-called 'elders', they are trapped within their own cages of bias, pre-conceived habits of thinking.
Tried to create a #GPU on #DigitalOcean (I still love❤️ #droplets !! ). Many of the GPU types are "sold out" and I can't create an instance. That #AI demand is not fake;
Let's not hide behind an "AI bubble". India lacks an Innovation story. The problem is India sat on the backfoot (outsourcing) and waited for the money to flow in. They never really had to hustle in Tech-outsouring. And Indian corporates are banias at heart : they are most risk averse. They can never have the risk tolerance to sink in billions if there's a 0.01% chance of failure. And innovation's second name is risk.
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