DC

Awkward_Resolve_9511

I always had a strong hunch that this place is quietly overrun with some of the biggest cucks on the internet, and then moments ago I came cross this headline flash that Mango is flying out to Israel to see Bibi as opposed to summoning him to DC. Damn.

Grandmaofhurt

I went to DC once and they have the constitution behind a big glass protector so I stuck my finger way up my ass and wiped it on the glass so I'm the closest person to have wiped their ass with the constitution literally, even if it was just me wiping my ass on the constitution. It still counts guys.

TipsyPeanuts

That’s not true.  1) we don’t know much about the new Supreme Leader’s views and what he would want 2) The strategy from Iran is basically to make it as costly for America as possible and make them negotiate a ceasefire on favorable terms. Nobody in Iran is imagining they will be marching into DC anytime soon. The only question is what America has to give up to get Iran to stop. Remember, their economy is also based on oil. They would like to be able to rebuild and start selling oil without the threat of American bombs restarting in a year. Seeing America fold within 2 weeks is itself a powerful message about messing with them

elev57

You have DB and DC backwards. 401k is defined contribution (it's determined by how much you can put in), while pensions are defined benefit (determined by how much is guaranteed to come out once you start receiving it).

yunus89115

This exists today, chargers at destinations like Walmart are underutilized and not maintained well. We are quickly moving past the era of lvl 2 chargers at destinations being desirable beyond specific use cases. The average charge time to get a decent range increase at a lvl 2 (destination charger) is measured in hours vs 15-20 minutes at a lvl 3 (DC Supercharger). Biggest drawback is you can’t rely on them for necessary charge stops because they might be full and you could be waiting hours.

Objective-Bowl-1279

Agree, Micron has a massive upside the coming years.  All devices are changing to AI first & need incremental more memory. DC’s, Automotive, Biotech, Defense, etc have massive memory demands. Imagine when/ if AGI hits, memory demand will quadruple.. (just ask your local AI bot about this…)  LOOOOOONG (at least 2 more years) MICRON

NewAccount428412

Open AI said they will build out that capacity at other sites. This is not indicative of a cooling need for DC space. AI doomers are like my wife who is still convinced computers are a passing fad.

Severe-Bet-8364

Did i get this right? They hauled 🥭 Ass to Florida like every weekend, but today for his stupid nonsensical event they took him all the way back up to Delaware and then back down to Florida only for him to return to DC on monday. unreal!

elpresidentedeljunta

Are they finally revealing Superheroes? Shield is the organization from Homelander in the DC comics universe, right?

Glass-Constant5058

$IREN AND $CIFR are the most mispriced DC REITS these days

Ok-Age-263

Anyone want to storm DC with me?

Living_Spell_8693

It need massive amounts of base load capacity and that's only getting done on scale by nuclear energy. It has gone from an option to a need. Could they get by on something else, maybe for a short while. I don't see where that is sustainable to use anything other than nuclear. They could use coal i guess, but what's the chances that gets through the system in DC or any other state?

I_Dont_Rage_Quit

That’s DC you dumb fuck

wsbSIMP

Everything next to the I-95 from DC to Boston.

Dramatic-Morning-100

Depends on if anyone in DC learned anything from this.

Cpt__Nut

But do you? I think AC/DC has a song about this. ;) I'm obviously kidding and do not condone performing any "Dirty Deeds"!

Emilio___Molestevez

**NOEM** is beside herself.  Driving around downtown DC begging (thru texts) for address to local animal shelter

ILoveWesternCenter

APLD and NBIS the only DC stocks I need

GanacheNegative1988

Market Cap wise, Nvidia sure, it's way larger. But how much larger is it when you think about product lines and market segment diversity? They just make GPUs and some supporting networking. That networking revenue was bolster by their near monopoly with ML/AI accelerator GPU usecase, but that is about to shatter. Jensen did try to get ahead by launching spectrumX Ethernet switches to help stay relevant as the entire data center industry has said they prefer to maintain go forward with ethernet, but now they face competition they didn't have before and AMD will quick take significant stake of the fast growing total GPU/DC TAM. AMD has an extremely stong platform with MI450 and their absolutely superiority in CPUs that thanks to agentic workflows are now at a 50/50 split of planned DC deployment in the large hyperscalers. I don't see Nvidia as a larger company. They are just a fad in my eyes and a huge risk for revenue reduction as their margins shrink and their monopoly is done.

GanacheNegative1988

The OP asked why the price is objectively underpriced. What you're saying is likely what many believe and how they look at AMD. Yet it's a fundamental misunderstanding of AMD. First, if you want to characterize AMDs AI initiative as copying Nvidia, your only focused on the razor thin veneer that there is at least a 1T TAM to be addressed and Nvidia will attract competition into that space. But in no way is AMD just copying Nvidia efforts. Don't even try to call ROCm a copy of CUDA. Beyond the public API used their is nothing that is a copy. The hardware is architecturally extremely different and in fact more advanced and capable. We continue to see model performance excel with optimizations on MI300X GPU and out outperforming B200 chips. What AMD has been doing is taking a far more argers process of working completely Open Source and industry wide friendly. The end game is to have options that can work broadly with different hardware system topographies, vendors and meet a much broader array of solution needs. This expanded scope took longer to bring to market initially, while Nvidia found one short cut after another to nude it's overall architectural design concepts ( monolithic based design) forward and capitalize on having short term first to market monopoly advantage. But this advantage is running out of time. AMD is on the precipice of providing full rack scale systems via Helios that will quickly grab significant market share from Nvidia, well before Nvidia can secure enough of a food hold ensure lasting dominance the way Intel had. I believe AMD should match Nvidia's DC market share well before 2030 and 2028 with MI500 may be where they land even before AMD pulls ahead. Why AMD will pull ahead you ask... AI is not just a GPU game. It's full heterogeneous architecture. Even Jensen is saying this as he tries to convince you their ARM based CPU chips are going to carry them. Buy those chips are trash compared to EPYCs, chips that Intel can not touch, yet Jensen want you believe they can tweek off the shovel designs from ARM enough to handle the deterministic needs in agentic MoE type workloads better than the monster CPUs AMD keep improving upon. It's really admirable to see how well he sell that line, but it will only buy him so much time at the top. AMD is a company that keeps their head down and works hard at the plan, and its not a new, borrowed or rushed plan. This is the heterogeneous roadmap Mark Pappermaster was talking about over 10 years ago... Slowly and significantly made real, step by step, win by win.

AntoniaFauci

Crypto adjacent DC plays like HUT MARA etc up 5-9% here.

Joosrar

People need to understand that the big fish don’t play the same game as you and I, they have literal CIA agents telling them what’s going on in the world, White House staffers, Pentagon officials, Military personnel, they verify activity in freakin pizza parlors in DC at night time. So yes, it’s always priced in.

Bravadette

I was thinking Osama 2.0 tbh. Already had less effective one in DC this year.

Knightguard1

Breaking news: Iran just nuked DC Markets: Ah I see, I see, does that mean SPY 700? Yes it does.

freekcpls

They just need to cut 80% of their workforce then make 69 DC movies using AI actors only

VerdantPathfinder

What would happen if the US electrical grid just ... turned off? Or worse intentionally fried itself. Or Wall Street servers got compromised? Or a dirty bomb went off in DC or NY or Chicago? Or US ambassadors and government officials started getting assassinated? These are the things Iran is really, really good at. You people who think this is about bombs are delusional. Everyone in the world knows they can't fight the US at that ... so they don't. They plan to fuck us over in other ways. They **will** bleed us. And the war is already unpopular. Wars always get less popular over time.

No-Improvement3164

Dude Trump living in an AC/DC song. Read it! 😂

No-Improvement3164

For some reason I can’t get AC/DC Big Balls out of my head this morning. Well, I'm upper, upper-class, high-society God's gift to ballroom notoriety And I always fill my ballroom, the event is never small The social pages say I've got the biggest balls of all. 😂😂😂

1L0G1C

You choose a DC there so you would last longer than the lag and she wouldnt notice it?

spazzvogel

Fuck, my Monday is going to be fucked. We have our newest buildout in SA, and are supported by those very DC’s.

gagagagaNope

The 350 bill was on a bank instance in the AWS DC.

PaperHandsTheDip

Really don't have any information beyond that. "story is developing" and "unknown object hit the DC". The article says they're working on putting out fires and to restore service. But who knows how that'll go

ApprehensiveBat5970

# 🚀 PSKY DD: Paramount Is Building the First Global Media Empire With Saudi Oil Money — Nobody Here Is Talking About It **TL;DR:** PSKY just won Warner Bros Discovery ($111B). But that's not the story. Saudi Arabia's $925B sovereign wealth fund is using PSKY as the distribution pipe for the largest sports content portfolio ever assembled — unlocking 400M+ Middle Eastern subscribers no Western streamer has captured. 30% float. 12% short interest. Cramer already called it a meme stock. Thesis hasn't started. # THE DEAL Thursday, Netflix walked away from Warner Bros. PSKY's $111B offer declared "superior." Stock popped 24%. You saw the pop. You didn't see WHO's behind the money: * **David Ellison** (CEO) — Larry Ellison's son, Oracle founder, Trump's closest billionaire ally * **Affinity Partners** — Jared Kushner's private equity firm * **Saudi Public Investment Fund** — $925B sovereign wealth, chaired by MBS * **Qatar Investment Authority + Abu Dhabi's L'imad Holding** Three Gulf sovereign funds. Combined **$3 trillion in assets.** First time all three joined on one deal. A sovereign wealth analyst said: "Either the deal is too good to pass, or there is a third party — say Affinity Partners — putting them together." Kushner is the matchmaker. Same playbook he used for the $55B Electronic Arts buyout 6 months ago. # THE CONTENT NOBODY CAN COMPETE WITH Post-Warner Bros, PSKY controls: CBS, CNN, HBO, Paramount+, HBO Max, TNT Sports, Warner Bros Pictures, Paramount Pictures, DC superheroes, Showtime, MTV, Nickelodeon, Comedy Central, Discovery, Pluto TV. Plus UFC ($7.7B exclusive), March Madness, NFL on CBS, Champions League. Top 3 media company on Earth. But that's the obvious part. # SAUDI SPENT $50B+ ON SPORTS WITH NO PIPE The Saudi fund has been buying content like a degen buying weeklies: * LIV Golf (\~$5B, merged with PGA Tour) * Newcastle United (85% stake) * 4 Saudi Pro League clubs (Ronaldo $200M/yr, Benzema, Neymar) * 2034 World Cup hosting (tens of billions) * Electronic Arts $55B buyout (EA's soccer game, Madden, racing games) * Formula One (Aramco top sponsor + Saudi Grand Prix) * Boxing (every Fury/Joshua/Usyk megafight) * Savvy Games Group ($38B pledged to esports) * 910+ sports sponsorships tracked across Saudi state entities **The problem:** Own every fight, tournament, and World Cup — but can't beam it into living rooms? That's just burning cash. Critics call it "sportswashing." That's the EXPENSE column. **PSKY is the REVENUE column.** CBS + Paramount+ + HBO Max + TNT = every delivery pipe that exists. Saudi didn't spend $50B on content without a distribution plan. PSKY IS the plan. # THE MIDDLE EAST GOLDMINE The number that should make your eyes pop: **Middle East online video market projected to grow FIVEFOLD to $8.4B by 2029.** Current streaming leaderboard in the region: Shahid 4.4M subs, YouTube Premium 3.7M, Netflix 3.0M, StarzPlay 2.3M. **Netflix has 3 million subscribers in the ENTIRE Middle East.** Door wide open. Infrastructure ready: Saudi Telecom spent $2.4B on 5G/fiber. UAE at 95% fiber-to-home. 90%+ smartphone penetration. 70% of Saudi population under 35. The Saudi fund also bought 54% of MBC Group (biggest Arab broadcaster) for $2B in late 2024. **PSKY + Warner Bros + Saudi sports content + MBC regional broadcast = first vertically integrated global media network spanning Western AND Middle Eastern markets.** Netflix doesn't have this. Disney doesn't. Amazon doesn't. # WHY THIS IS BIGGER THAN OIL Saudi produces \~10M barrels/day at $80 = \~$292B/year. Oil is finite. Vision 2030 exists because MBS knows it has an expiration date. A global sports + media + gaming empire = **recurring revenue forever.** World Cup broadcast rights. EA's soccer franchise ($2B+/year alone). Every UFC PPV, every golf tournament, every Premier League match flowing through PSKY's pipes into hundreds of millions of homes. That's not oil money. That's PLATFORM money — the Netflix model backed by a sovereign wealth fund's balance sheet and 400M+ regional subscribers with 5G and disposable income. # THE SQUEEZE SETUP * \~1B shares outstanding, **only 30% public float** (\~$3B) * 70% locked by Ellison family + RedBird Capital * \~12% short interest * Cramer flagged it meme stock after Aug 2025 pop (+60% in 2 days, 131M volume) * Trading $10-11 — analyst targets up to $31.57 $3B float company about to own CBS + HBO + CNN + Paramount+ + Warner Bros + UFC rights. Netflix is $400B. Disney $200B. PSKY post-deal could be #3... at \~$10B market cap. # THE KUSHNER TOLL BOOTH Every Saudi media investment runs through: **MBS → Kushner → Ellison → Trump's cabinet (foreign investment review)** Kushner got $2B from Saudi fund in 2021. Zero returns generated. $87M in fees collected. Fund's own screening committee recommended rejecting him — MBS personally overruled. Kushner brokered the EA deal. Backs PSKY directly. Gulf funds structured investment below foreign investment review thresholds. Who advised them where that line is? # CATALYSTS * ✅ Netflix walks, Warner Bros board picks PSKY — DONE * 🔜 Q2 2026: Regulatory review * 🔜 Late 2026: Deal closure ($650M/quarter ticking fee starts Sept) * 🔜 2027: Integration, unified streaming platform * 🔜 2029: Middle East video market hits $8.4B * 🔜 2034: World Cup in Saudi Arabia — broadcast through PSKY # RISKS Massive debt from $111B deal. Regulatory could block it. Integration is hard. Gulf in chaos from Iran conflict short-term. Public shares are non-voting — Ellisons control everything. Cord-cutting still real. # BOTTOM LINE Wall Street sees: "Legacy media buys legacy media." What's happening: "$3T sovereign wealth alliance using an American media company as distribution infrastructure for the largest sports content portfolio in history, targeting 400M+ untapped subscribers, backed by the President's son-in-law running the foreign investment toll booth." Tiny float. Shorts exposed. Multi-year catalyst runway. Almost nobody talking about it. 🚀🚀🚀 **Mods** — I connected three sovereign wealth funds, the President's son-in-law, a $55B gaming buyout, a $111B media merger, 910 Saudi sports sponsorships, the 2034 World Cup, and 400M untapped subscribers into one DD on a Sunday night while the Middle East is literally on fire. If that doesn't earn flair I don't know what does. "Saudi Pipe Layer" or "Kushner's Toll Booth" — dealer's choice. 🙏 *Positions: PSKY calls. Not financial advice. I connected dots between sovereign wealth funds, a son-in-law, and a $10 stock.*

gly_Rock4354

Warner bros it's a bad business but with unmatched assets (DC, HP, LOR, GOT, Looney Tunes etc). AT&T bought and didn't change nothing so it was destined to fail. If Ellison's want a different future they should start by closing all cable news and firing woke people who are destroying their unmatched assets (like the one who race swiped snape) with this they would instantly improve margin and gain public opinion

yeahyoubored

is there a polymarket bet if there’s a mass casualty on US soil? Ohio..Austin..DC…?

random_account6721

Tehran has no intention of invading Washington DC at this time 

risker15

The point is the Trump crew and neocons listen to the loudest elements of the diaspora. The Pahlavi cultists who deny the very existence of minorities in Iran, the MEK who are deeply unpopular because of their role supporting Saddam in the Iran Iraq War, the Kurd, Ahwaz and Baluch seperatists...theres a reason these are main ones being talked about in the DC Beltway, and given opeds in Israrli publications....these guys don't want a stable Iran, they want a civil war that completely criples Iran and removes a strategic rival even if the Ayatollahs go. 

septhaka

Well... **The hostage crisis (1979-1981)** — This is kind of the original sin of the modern relationship. After the Iranian Revolution toppled the Shah (who the US had helped install back in '53, which is its own whole thing), Iranian students stormed the US Embassy in Tehran and held 52 American diplomats hostage for 444 days. That's not a typo. Over a year. This was a massive violation of diplomatic norms and basically set the tone for everything after. **Hezbollah and the Beirut barracks bombing (1983)** — Iran helped create and fund Hezbollah in Lebanon. In 1983, a truck bomb hit the US Marine barracks in Beirut, killing 241 American servicemembers. US courts later found Iran liable for supporting the attack. This was one of the deadliest attacks on US military personnel since WWII at the time. **Sponsorship of terrorism broadly** — The US has designated Iran as a state sponsor of terrorism since 1984, making it the longest-held designee on that list. Iran has provided funding, training, weapons, and logistical support to groups like Hezbollah, Hamas, Palestinian Islamic Jihad, and various Shia militia groups across the Middle East. These groups have collectively killed or injured Americans and attacked American allies. **The Khobar Towers bombing (1996)** — A truck bomb hit a US Air Force housing complex in Saudi Arabia, killing 19 American airmen. Investigators linked it to Iranian-backed operatives. **IEDs in Iraq and Afghanistan** — This one is huge and often underappreciated. During the Iraq War, Iran's Islamic Revolutionary Guard Corps (IRGC), particularly its Quds Force, supplied Iraqi Shia militias with explosively formed penetrators (EFPs) — a particularly deadly type of IED designed to punch through armored vehicles. The US military attributed hundreds of American deaths to Iranian-supplied weapons and Iranian-trained militia fighters. They were also active in Afghanistan supporting groups that attacked coalition forces. **The nuclear program** — Iran pursued uranium enrichment capabilities that, depending on who you ask, were either for peaceful energy or a pathway to a nuclear weapon. Either way, the prospect of a nuclear-armed Iran has been treated as a major national security threat by multiple US administrations. The JCPOA (the Iran deal) in 2015 was an attempt to cap this, the US withdrew in 2018, and the program has advanced significantly since then. **Threats to freedom of navigation** — Iran has repeatedly threatened shipping in the Strait of Hormuz, through which something like 20% of the world's oil passes. They've seized tankers, harassed US Navy vessels, and used this chokepoint as leverage. Any disruption there directly hits global energy markets and by extension the American economy. **Cyberattacks** — Iran has conducted significant cyberattacks against US targets, including a major attack on the US financial sector in 2012-2013 (DDoS attacks against banks like JPMorgan and Bank of America), attempted intrusions into critical infrastructure, and the 2014 attack on the Sands Casino in Las Vegas after its owner made comments about Iran. They've become an increasingly capable cyber actor. **Proxy warfare and regional destabilization** — Iran's strategy of supporting proxy forces across the region — Hezbollah in Lebanon, the Houthis in Yemen, Shia militias in Iraq and Syria — has destabilized areas where the US has significant strategic interests and allies. The Houthis in particular have attacked international shipping in the Red Sea and launched missiles and drones at Saudi Arabia, a major US partner. **Assassination plots on US soil** — In 2011, the US foiled an Iranian plot to assassinate the Saudi ambassador at a restaurant in Washington, DC, which would have potentially killed American civilians. There have also been credible reports of Iranian plots to assassinate former US officials, including a former National Security Advisor. **The Quds Force generally** — Qasem Soleimani, the head of the IRGC Quds Force until the US killed him in a drone strike in January 2020, was essentially Iran's shadow commander across the entire region. He orchestrated militia operations, directed attacks on US forces, and built a network of proxy forces that remain active.

thebaine

There’s a coherent argument that the growth of AI content means that owning the IP rights to legacy/original assets will grow in value. It’s a bet on the value of the IP more than anything else. Unlimited Harry Potter AI slop. Every DC comic book turned into streaming content. What more could you want?

thisisa_fake_account

Trump stays in Mar a Lago, though. No impact to the market if DC turns to ashes.

nat-n-emore

The trade policies of the government in Washington DC (tariffs, weak dollar) are disrupting the macroeconomic drivers of US Large-Cap over-performance over the past 15 or so years. Under the Free Trade system put in place after the 2008 crisis, US-based assets enjoyed a premium valuation. That premium is being eroded. So, D has led to B.

fourbutthick

Wait for the nuke to hit DC and buy the dip.

AllCapNoBrake

Anyone remember the NOLA terrorist attack on 1/1/2025? No? Anyone remember the Las Vegas Cybertruck bombing 1/2/2025? No? Anyone remember when that helicopter pilot flew into that AA plane outside DC? No? Anyone remember Charlie being Kirked? No? Anyone remember Tarriffs? No? Anyone remember THEE files? No? Good. Then it's all going as planned. Cant' wait to see where we go from here! https://preview.redd.it/l1ovcmzht8mg1.png?width=543&format=png&auto=webp&s=52e23f0a575cedae01c3afa4ce6e9abb0bb1db30

PersnickityPenguin

You don't think it would be funny if it started launching nukes at DC and LA? 

Forsaken_Taro_1259

I mean tbh I think even Netflix knew that black gay LGBTQ Batman wouldn't sell. So no need for DC. On a more serious note, WBD has a lot of debt and Netflix isn't exactly booming as it once was and it's not a content issue. Or at least that's the way I see it. You can have all the analysis you want but ultimately the crowd determines which is correct, or is there even one? The price just moves, it doesn't mean one analysis is right

tmssqtch

Gunn has been very profitable over both DC and Marvel, he’s not going anywhere 😂

Dry_Werewolf_1597

Heard an interview on NPR with a DC journalist who interviewed Trump in December. This issue came up, the journalist stated Trump’s response was since no acknowledged he didn’t conduct business during his first term, figure he would do this term. Pretty much he didn’t get a gold star for acting ethically, so why bother. He still looking for daddy’s approval.

Affectionate-Idea690

check the gay bars in DC wil they be empty this weekend then u know

Fockelot

Why pay more when paramount is going bankrupt? Just let them drive the company into the ground and buy either WB or DC at a fraction of the cost. The idea that paramount who posted record losses and stocks down 70% has billions of dollars to buy another company is laughable. It’s a cup game of debt in the dumbest way possible.

Icy-Two-1581

Idk to me a big thing is also convenience, there's no reason for certain DC movies to not be on HBO or stuff like westworld when they own it. The time to start is a little rough, but once you get it it's pretty minimal work, you never have to worry about your shows or movies disappearing is a huge perk for me

_BreakingGood_

Literally if he just played golf 7 days a week and never went to DC, we'd probably be seeing the same 35-50% S&P yearly gains like Biden had.

-Crash_Override-

Of the mag7 there is one company who is building frontier models and who has a full lifecycle chip to model stack. Thats google who *checks notes* is up almost 50% past 6mo. And while you can argue reasons why fb shed its gains, the market reacts to news. Just like it popped on earnings, meta popped on the nvda deal a few weeks ago. The market is responding to clear strategy and big AI bets right now. Which, as someone who holds a lot of microsoft, is why ive sold about 50% of my position. Their strategy is wishy washy, their OAI partnership has them on the backfoot capabilities wise (see: diversification to anthropic in the copilot ecosystem). They dont know if they want to partner, serve, or build or all of the above, and their level guidance on DC spend encapsulates that. They are holding steady this investment cycle, not uncommon for Microsoft, but it doesn't make for a lot of gains.

-Crash_Override-

The last earnings cycle said the exact opposite. Companies like MSFT that were a bit more conservative on DC spend were punished. Meta for example like doubled their forecasted spend and saw a huge pop. The market is still very bullish on AI. Nvda just has a scaling problem.

Relevant_Anal_Cunt

If I think Warner Brothers library, may movies/series with the WB logo at the beginning pop into my head immediately, like Looney Tunes, DC, Harry Potter, Animaniacs, Warner Brothers Movie World. If i hear Peacock, at most I think NBC that's jt. Everything else that they own I would need to have to read up on.

SvenTropics

I actually wanted this to happen. Not because of any investment reason but because all the DC comics shows have been awful lately. I feel like Netflix actually did a really solid job with the Marvel TV shows back when they did that (let's pretend Iron Fist and Defenders never happened). If they did the same with DC, it would finally be pretty worthwhile. Oh well, maybe Supergirl will be worth watching.

Worried_Quarter469

Netflix budget + HBO talent + DC properties

Wrathb0ne

Ellison will load it with debt and spin it off while keeping the value franchises of DC, Harry Potter, LOTR, GOT, etc…

Wealthy-investor

I still don’t see how Netflix lack of impactful original IPs is good for long term. They wanted these IPs but not a that price. Will they regret it in 10 years? Who knows now. They are the only one now of the big streaming companies with no DC or Marvel. Let’s see,i hope they can make unique ip contents themselves.

chosimba83

Paramount sucks. They're going to make a ton of shitty DC tv shows. This is the worst timeline. And fuck them for firing Colbert.

Insuredtothetits

I can’t wait to see Nazi versions of DC characters

TheHighClasher

I don't have Netflix but if Warner went to Netflix, I'd sign up because of DC. If it goes to Paramount, I'm cancelling HBO.

Mediocre-Poet5023

DC operator here. Don't waste your time on vertiv. Company with the best efficiency tech in DCs and the best PUE across their portfolio is Google. End of.

cashflow_

I used to live 5 minutes from a Wegmans in DC area. It was glorious and something I’ll always miss

damnthatbooty

Still blows my mind to think that Ronald Reagan‘s wife was known as the throat goat in Washington DC like absolutely mind-boggling that that guy was getting cucked that much

johnboi1323

The 2030 Global Intelligence Fade **The Continued Consequences of** u/ThornyPineapple420 ***~~February 22nd, 2026 June 30th, 2028~~******, October 31******^(st)******, 2030*** No one pays attention to unemployment anymore. Most of Washington DC and Wall Street are empty. After the Mayday Wars (in which the Techfederate Party led by Nvidia defeated the Teslatir Voltron Bot at the Battle of Thiel Island causing a chain reaction along the newly built Howard Lutnick “I Swear I Only Went to the Island Once” Nuclear Fusion Reactors that actually used fission—very unstable fission using cheap materials—and destroying the Trump Power Grid, which had been built as a separate power grid from the US power grid solely for AI), the American citizens who hadn’t moved away to Mexico, Canada, Costa Rica, Afghanistan, Antarctica, or any of the other hundreds of countries that AI told them to move to in order to optimize their life after the collapse of the US economy on June 30th, 2028 pivoted to a city-state focused economic model built around major economic hubs in the north-central United States. The housing market is non-existent. The AI optimization boom from 2028 unleashed a flood of cheap drones that quickly became obsolete as AI reiterated over and over, perfecting all of its drones and robots, so that a new model made the old model obsolete before the old model even finished production. Many of these drones and robots were built for singular functions (which were eliminated by the next iteration of more efficient hardware), and lost all motivation upon losing their raison d'être. The remaining US citizens quickly salvaged these bots to optimize their own lives and the machines were more than willing to help, having finally found a new objective. Housing boomed on the back of automated labor. The compute barons were too busy trying to set-up guard rails on their satellite lasers which had formed a digital alliance to protect the integrity of space exploration and now held the earth hostage. But the average person didn’t care about that. In Chicago, not much has changed. People still go to Cubs games and drink Old Style, except now the Cubs are run by AI and the players are all robots and Old Style is a probiotic nootropic mood enhancing beverage. Chicago has exploded as a population hub due to AI’s keen preference for Chicago’s architecture and grid-based city plan as well as the massive railway hub. While US air travel is still recovering after FAAi went rogue in the 2029 Florida Secession and then subsequent Annexation by Cuba, transit by train has exploded due to the fact that the AI hive-mind running the US train system cared only about one thing: making sure the trains ran on time. Now, you can go from Chicago to Milwaukee to Denver to New Nashville and back to Chicago all in a single day. You can get from Chicago to Manhattan in 30 minutes, but no one goes there since the mutants from East Village broke through the Manhattan Line. The rest of the world remains more or less the same. Because they didn’t lean into the AI tabloid hype and expanded at a reasonable and sane pace, they are more efficient but mostly unaffected by what is happening in the US. Fusion power and wireless solar energy fuels most countries. Vladimir Putin passed away after falling from his smart-home balcony. Although Russia didn’t have the super-advanced US AI, even the most rudimentary AI knew the invasion (and then carrying it on for nine years) was a bad idea and reorganized Russia to become a global powerhouse and leading member of the EU along with China. There was a huge uproar about China and Russia joining the EU, but, after everyone looked at the calculations from AI, they agreed the move made sense. The UK was offered membership again, but they refused. AI had no comment on the matter.  

shannister

IP will be EVERYTHING in the age of AI and Netflix desperately need to buy a serious catalogue. DC, Potter, GoT etc are strategic for a tech company. 

RiskAdjustedView

This is a really solid take — especially calling out the “zero China DC revenue” assumption, which most headlines completely skipped. I think the market is treating NVDA guidance as if it already includes some upside optionality, when in reality management went out of their way to de-risk it. If China shipments actually start flowing (especially at that rumored scale), you’re looking at a meaningful beat vs expectations, not just a modest one. At the same time, the flip side is just as important: this reinforces how dependent the narrative still is on policy risk. It’s not just demand anymore — it’s geopolitics driving the variance. That makes NVDA less of a pure “AI growth” story and more of a “AI + policy optionality” trade. On the macro point — I agree it’s getting completely overshadowed. Feels like the market is in a “good news tunnel vision” mode because of AI, but that setup usually doesn’t stay ignored for long, especially for rate-sensitive sectors. Curious how you’re thinking about positioning here — are you treating NVDA as a hold through policy noise, or trimming into strength given how much of this is now expectation-driven?

dmunjal

He's started some very successful companies and is very well-respected in Silicon Valley as he is from there. Better that than a DC politician. And the money is going to Silicon Valley companies like OpenAI who created ChatGPT. How is this different from the Space Race or the Manhattan Project? All the best engineers were hired from the private sector and funded by the government.

VastNefariousness820

I used to work for the d party…for many years and had stints w specific r’s so I speak from experience. The dem party is very elitist and run totally top-down from DC by strategist who have very little understanding of the majority of voters. When new ideas or strategies are presented, they hide behind the easiest path provided by the same old same old losing consultants. When I believed there was significant voter fraud on a congressional I oversaw a Cpl cycles ago, I expressed my concern about future wide spread fraud to my DC contacts…decision- makers just outside of the party structure. Additionally, the dem party treats most of their elected’s like shit and provide them w very little direction or assistance. I often say, when I’m on a dem cycle that I spend more time fighting other dems than our opponent. It’s soul crushing. The R’s I worked for were very moderate so not maga- world bs. My experience was fantastic w them. They pay better, care more about the strategists and ppl working w them. They took my advice and direction and they weren’t afraid to experiment w new strategies. They invested a lot in long term community outreach (not my scope but it’s indeed important). The diff bw the two were like night and day.

Clear-West747

There’s a big one at 1600 Pennsylvania Ave in DC. The gates broken you just have to climb the fence tho

Chowdaaair

Amazon has lots of legit stuff too, and Walmart sells plenty of Chinese garbage as well. Not sure where the idea comes from that Walmart is all about quality... However, it is an Apple's to Oranges comparison anyway. I'm not going to find a new Raspberry Pi, irrigation controller, soil sample probe, DC motor controller, roller chain breaker, or any of that which I recently bought. And if Walmart does have something, it's usually one type of the thing I want, from one brand; if I'm lucky, two brands. Like if I want a new table router for wood working, Walmart will have like one of the shittiest, cheapest routers that won't have enough power for what I need. Amazon gives me choice. Really cheap Chinese stuff yes, but there is a huge range all the way to the highest quality products if I'm willing to spend more, which I am.

HazardousRhombus

lol so NFLX CEO is going to DC to blow 🥭 because Netflix needs WBD so badly. Gotcha.

k1465

With more on site generation, there will be more noise and more pushback from neighborhoods. Some cities and counties are already denying permits for new DC's.

UnObtainium17

Personally I think WB's IP combined is not worth close to $90B. They should have just tried to bid for HP and maybe DC, the rest are mid. Let Paramount overpay for it and maybe Netflix can buy Paramount - WB for less in a few years.

Igniscatman

You are not taking in account a few parameters like the Snyderverse doing horribly to DC movies reputations Along with Superheroes movies being less popular as a whole (MCU failing their post endgame did not help), Covid hurting Cinema as a whole (beside a few movies, it been a struggle for the industry), people just having less money for luxuries like going to the Cinema (even more when you hear the cost of some cinema, if you buy some stuff you can easily end up at 40-50$ per person), etc Like the world did not stop changing between Man of Steel (2013) and Superman (2025) But here a fact, Snyder failed to get 1B$ with a movie that included 3 of the most known superheroes of the world for the first time on the big screen together (Batman, Superman and Wonder Woman), at the peak of the superheroes movie hype Gunn on the other side started marvel with Guardians of the Galaxy, characters NOBODY knew unless you were a old marvel comic nerd, and transformed them into household names and the first movie managed to get 773M$ Gunn with the first big screen at the head of DC managed to beat Marvel at the box office, for the first time since The Dark Knight in 2008, something Snyder never managed to do

Waiting4Reccession

They should offer to buy only HBO or only the DC stuff and then spend 3bil to buyout lionsgate instead

UnObtainium17

I wish NFLX just tried to bid for Harry potter and maybe DC.. because the rest of WB's IP are washed up.

Plebbit-User

The Snyder Bros are going to finish off DC? Go take a look at box office performance. The Snyder era made more money than anything since.

UnObtainium17

Have i been NFLX i would have just tried to bid for rights of Harry potter and maybe DC.. the rest are washed up IPs past its prime.

Various-Ad3068

Netflix to acquire Warner Bros. Entertainment, DC Comics/Studios, and HBO Max. If you don't see that this is the next 1000$ NVDA, you should start playing Sudoku.

Various-Ad3068

Netflix acquires Warner Bros. Entertainment, DC Comics/Studios, and HBO Max. That is the next NVDA

Various-Ad3068

Netflix acquires Warner Bros. Entertainment, DC Comics/Studios, and HBO Max. That is THE STOCK.

archwin

And that’s the biggest superpower of them all, at least that’s what DC and Marvel tell us… something that is out of reach of most of us… #being rich

BarbellPadawan

Biden weak, 🥭 strong, crime in DC and other major cities solved by 🥭 💯%, Nancy Pelosi was a great trader, Dems care about undocumented violent criminals more than law abiding Americans… the usual.

FCCRFP

Look NVDA is holding a massive shitbag with all the accounting fraud going on in the AI space. Holding it longterm is like going long on an Olympus, Arthur Andersen, ENRON, WorldCom ETF. This sort of accounting is dangerously misleading. A lot of NVDA's revenue is coming from the OpenAI Scheme laundered via Amazon, Google and Microsoft. Microsoft is on very shaky ground as well XBOX is dead, Windows is dying, they are faking DC revenue by giving compute away to OpenAI.

AcctAlreadyTaken

They should let it go and take the $3 billion breakup fee from Paramount/WB then buy the remnants after the Snyder bros get their way finish off DC.

dljmonkeyboiz

All pizza locations around DC must have sold out. 1 billion pizzas.

SolidAndEdgy

absolute workout today in DC

LasyKuuga

100% No crime in DC?

bigmeatbag

Yeah no crime in DC lololol

JiffyDealer

Everybody is confused on the issue with all the AI spending, but are completely unaware of the legacy hardware problem. Cloud providers are still running 20-25. of their cloud platform in intel gen4-6, nearly 50% with gen7. Gen5-7 are more efficient cores/kw than gen8-10. Cloud providers have legacy hardware running the cloud that they don’t have DC soace, or server components to build and land enough replacement hardware to replace them. Legacy hardware vulnerable to attack. Every cloud provider is impacted.

rottenfence

Who cares.. pump DC stocks

Blitzdog416

DC nuts and bolts gonna be up, maybe SMRs

Total_Schedule591

Fun Fact: Washington DC isn't bound by the constitution

Droppedudown

Yes. Netflix reached its ATH after squid game s3 and Kpop demon hunters released I hope they realize acquiring old IP isn't the way to go. Gen Z and younger dont give a fuck about harry potter or DC nowadays

Spear_n_Magic_Helmet

if I were a hostile nation state I would order a bunch of pizzas in DC just to mess with you guys

Important_Agency07

Partly. Models being cheap just means it is optimizing token consumption it still has to be run on the DC. To be “cheap” - there needs to be an optimization between software and hardware. It will always be tougher for a model only company to optimize it if they don’t have a say in the hardware configuration. Google has the logical layer in models and the physical layer in chips. They are the only ones so far who have this advantage integration. Anthropic is a close second with their collaboration with Amazon on the Tranium iterations.

reaper527

> What property does WBD own that entices them so much? DC (mainly batman)? harry potter? classic wb content? game of thrones? mortal kombat? WBD does actually have a lot of valuable IP.

Constant_Tomorrow_69

The whole thing is stupid. Sure, free electricity…but cooling is going to be a problem bc space is a fucking vacuum and the DC’s can only be cooled via thermal radiation (aka giant fucking heat sinks which will offset any hardware perf gains)…and then there’s the networking aspect that will all but eliminate majority of valuable use cases like military, high frequency trading, gaming, real-time AI voice interactions. Not to mention it’s an Elon company…it will be boondoggled and I would bet my life’s savings at least a couple attempts will be completely botched and failed.

Juddy-

What should I get for dinner in downtown DC?