2026-05-05 20:25:54
AMD reports Q1 revenue up 38% YoY to $10.25B, Data Center revenue up 57% to $5.8B, and forecasts Q2 revenue above estimates, as AI chip demand stays strong (Zaheer Kachwala/Reuters)
https://www.reuters.com/business/amd-forec
AMD reports Q1 revenue up 38% YoY to $10.25B, Data Center revenue up 57% to $5.8B, and forecasts Q2 revenue above estimates, as AI chip demand stays strong (Zaheer Kachwala/Reuters)
https://www.reuters.com/business/amd-forec
(Yes, I implicitly ranked Phantom Menace above Rise of Skywalker. My reasoning is simple: they’re both quite bad, but if you watch Episode I dubbed in a language you don’t speak, it’s a visual treat. I can’t even say that for RoS.)
We've seen a lot of rocks above and below the earth. A lot of beautiful forests and some castles.
And we've been soooo lucky regarding the weather so far! 🍀
Btw: the "here we go" app seems to be a good replacement for Google maps w.r.t routing to places.
Mistakes and None Thereof IV ❌
错误和当中没有错误 IV ❌
📷 Nikon F4E
🎞️ Kentmere 400
If you like my work, Support by buying me a coffee or a roll of film from
PayPal https://www.paypal.com/paypalme/ydcdingsite
Wise
Steps Into The Unknown (2025)
(Actually a lie, since this was taken on the way back, just before sunset, but it was "into the unknown" a six hours earlier... These steps of the only partially secured path are leading up to around 100 meters above/along the increasingly more steep and narrow canyon. The rocks/slopes on the left go up almost another 2000m [out of view, of course]...)
#FootpathFriday
I inherited my copy of Plato's Republic from my father, and I have always assumed he got it while he was at university. He probably did. But I assumed he bought it new, and he didn't. He's written his name on the flyleaf, but above it someone else has written 'A H Pearce, Jan 88' (very nice handwriting). The title page dates it to 1881.
So this wee book is probably one hundred and forty five years old. It's in remarkable condition.
Today we welcomed Dr. Ramanuj Banerjee, Counselor for Science and Technology at the Indian Embassy in Germany, and representatives from Göttingen International at the University of Göttingen to MPS. It was a wonderful opportunity to present our research and discuss collaborations between scientists from India, Göttingen, and within the Max Planck Society. Thank you very much for visiting!!!
In the photo, from left to right: Netra Bhandari (Director of the India Office, University of Gö…
Weather tracker: deadly May heatwave shatters records across Europe https://www.theguardian.com/environment/2026/may/29/weather-tracker-deadly-may-heatwave-shatters-records-across-europe
🇺🇦 #NowPlaying on KEXP's #VarietyMix
Above Me:
🎵 Water Drops
#AboveMe
https://open.spotify.com/track/1m1lZSgi03KRV7xccyl3qj
Grab reports Q1 revenue up 24% YoY to $955M, above est., and a $154M adjusted EBITDA, vs. $146.3M est., helped by resilient demand for ride hailing and delivery (Olivia Poh/Bloomberg)
https://www.bloomberg.com/news/articles/202…
"Ocean warming above 1.5°C triggered year-round marine disruption across globe, study shows"
#Climate #ClimateChange #Oceans
We are at war.
Gas prices are climbing above $5 per gallon across much of the country.
The political apparatus of the country is rife with division, infighting, and bureaucratic chaos that threatens to further upset 250 years of historical precedent.
But look at Marco Rubio over there, getting his groove on.
DJ at a wedding! What a lovely time.
The secretary of state was pictured this weekend behind the turntables at a family wedding queuing up Calvin Harris’ …
wiki_science: Wikipedia Map of Science (2020)
A network of scientific fields, extracted from the English Wikipedia in early 2020. Nodes are wikipedia pages representing natural, formal, social and applied sciences, and two nodes are linked if the cosine similarity of the page content is above a threshold. See <http://www.s…
Lot's of rocks again... Below and above the surface - and learnt about the middle ages in Europe. Now.. Reading 📚
Vacation could be worse 😉
BBC News staff are told they face 15% cost cuts, steeper than the 10% shared previously for the corporation as a whole, in the biggest downsizing in 15 years (Mark Sweney/The Guardian)
https://www.theguardian.com/media/2026/may/02/bbc-…
Raiders new DC brings ‘a little crazy’ to the defense https://www.reviewjournal.com/sports/raiders/raiders-new-dc-brings-a-little-crazy-to-the-defense-3833012/
Pastel Fog Rise
(Watching the sunrise and a dramatic fog rise on an early summer morning near Zugspitze, 2024. The summit is partially visible through the clouds...)
#SilentSunday #LandscapePhotography
Shopify reports Q1 revenue up 34% YoY to $3.2B, above est., GMV up 34% YoY to $100B, and forecasts weaker Q2 revenue growth; SHOP falls 11% pre-market (Ignacio Gonzalez/Bloomberg)
https://www.bloomberg.com/news/articles/2026-…
New 8TB HDD arrived. Mini PC has been tasked with dd'ing the old drive to the new one. Old drive is SMR IIRC but since I'm just reading from it, transfer speeds are up above 150 MB/s so this should only take...until tomorrow morning. Fair enough.
#silentsunday #RockyMountainNationalPark
Bear Lake. October 2014
The question is not whether they "consider themselves" above the law. A system is what it does; if the elites are able to exist beyond legal repercussions then it doesn't matter what they claim in public.
This will only change when the people at the top are thrown in jail, and the fear of being thrown in jail for decades makes them behave differently.
As the Eagles said, we haven't had that spirit here since 1969. @…
Steve Eliovson w/ Collin Walcott - "Dawn Dance" (1981)
#NowPlaying
At first, sexual harassment lawyer Megan Thomas just wanted to put up a modest ad above a garbage can in the back of a New York airport terminal to advertise her law firm's services.
It read:
“When HR called it harmless flirting … we called it exhibit A."
But when the airport authority rejected the ad copy and asked her to tone it down, she filed a lawsuit claiming her free speech rights under the U.S. constitution had been violated
A judge agreed,
and …
Ocean warming above 1.5°C triggered year-round marine disruption across globe, study shows #ocean
Liftoff Mobile raised $437M in its US IPO, selling 19M shares for $23 each, above its marketed range of $20 to $22, valuing the company at $3.83B (Natalia Kniazhevich/Bloomberg)
https://www.bloomberg.com/news/articles/2026-06-…
My wife and me both have commitments during the day. So we just did a 2h cycling to our beautiful reservoir and back. It went really well and it felt good to be on the bike.
Especially as it's not so hot any more.
Enjoy your weekend!
#cycling #BikeTooter
Three #planets in the evening sky over #Regensburg, Germany, today, when the Sun was 9° below the horizon and #Mercury - in the lower right, above the crane - 5° above the horizon. At that time it was also an easy naked-eye object, joining the pair of #Jupiter and #Venus on the left. After some rain during the day the atmosphere was superbly clear!
Giants Great Elevates Former Cowboys QB Tony Romo Above Peyton Manning, Tom Brady https://www.si.com/nfl/cowboys/onsi/giants-great-elevates-former-dallas-cowboys-tony-romo-above-peyton-manning-tom-brady
wiki_science: Wikipedia Map of Science (2020)
A network of scientific fields, extracted from the English Wikipedia in early 2020. Nodes are wikipedia pages representing natural, formal, social and applied sciences, and two nodes are linked if the cosine similarity of the page content is above a threshold. See <http://www.s…
Pagoda 7️⃣
浮屠 7️⃣
📷 Pentax MX
🎞️ Harman Red 125 (FF)
If you like my work, buy me a coffee or a roll of film from PayPal #filmphotography
3:20 p.m. in the Netherlands, and the first part of the country has reached temperatures above 38°C, with two stations above the 38.4 mark that used to be the all-time national high for 75 years, and was first exceeded in 2019.
#heatwave #extremeweather
🇺🇦 #NowPlaying on KEXP's #AfternoonShow
Death From Above 1979:
🎵 Sexy Results
#DeathFromAbove1979
https://asamusics.bandcamp.com/track/sexy-results-death-from-above-1979
https://open.spotify.com/track/01xRIF3Soq30ZllFY1obbl
Quantinuum raised $1.68B in an upsized US IPO, selling 28M shares for $60 each, above its marketed range of $53 to $55, valuing the company at $15.6B (Carmen Reinicke/Bloomberg)
https://www.bloomberg.com/news/articles/2026-06-…
So Flare is way faster and feels better than Openvibe, already. I only have one problem, so far:
When you open a reply, it doesn't display all the messages above but only those beneath the reply.
That's quite bad for getting context, but I guess they'll fix this, eventually.
How Trump wrecked the White House.
#trump #whitehouse
CoinGecko: Hyperliquid-linked HYPE token is up ~180% YTD, lifting its market value above $16B and pushing it into the top 10 digital assets by market cap (Bloomberg)
https://www.bloomberg.com/news/articles/2026-06-03/a-180-cry…
Morning all! Happy May Morning. #MorrisDance #MayMorning #Folk
Variety here is "Queen Rania". I am not generally a fan of flower-variety naming conventions, but I do like this flower, in spite of its monarchic name.
#bloomScrolling #tulips #pink
Europe, next 7 days: up to 18 °C above normal.
“It’s been hot before.” Sure. And the last ten years are the ten hottest ever recorded. This is the second heatwave in a month – made 3–5 times more likely by climate change. We decide how much worse it gets. #ClimateAction #Vote accordingly
Pinterest reports Q1 revenue up 18% YoY to $1B, vs. $966M est., MAUs up 11% YoY to 631M, and forecasts Q2 revenue above estimates; PINS jumps 17% after hours (Jonathan Vanian/CNBC)
https://www.cnbc.com/2026/05/04/pinterest-pins-q1-earnings-report-2026.html…
Join us TODAY for a fly book launch. “Staying with the Planet” is a sci-fi story about ecological troubles of our modern universities.
⏰ 2pm CET
📍 RUSTlab RUB, or Zoom: https://tinyurl.com/RUSTlab
👇Find more info about the event and book (open access, y’all!) on the RUSTlab website.
This is the most disruptive change in mental performance in my 40 years https://www.nytimes.com/athletic/7403779/2026/07/01/mental-performance-change-athletes-skills/
SpaceX blacklisted from a Danish pension fund:
"Akademikerpension said in a statement, adding that it was difficult to justify a market valuation above $1 trillion."
"Akademikerpension also said the governance structure of SpaceX was "extremely deficient", adding that Elon Musk is expected to control more than 80% of the voting rights while simultaneously serving as chief executive officer, chief technology officer and chair of the board."
US military strikes another boat in Pacific, bringing death toll above 200 (Associated Press)
https://www.theguardian.com/us-news/2026/may/29/us-military-boat-strike-pacific
http://www.memeorandum.com/260530/p20#a260530p20
Super Micro reports Q3 revenue up 123% YoY to $10.24B, vs. $12.33B est., forecasts Q4 revenue and adjusted profit above estimates; SMCI jumps 17% after hours (Juby Babu/Reuters)
https://www.reuters.com/business/super-micro-misses-quarterly-revenue…
Agent libOS: A Library-OS-Inspired Runtime for Long-Running, Capability-Controlled LLM Agents
Yingqi Zhang
https://arxiv.org/abs/2606.03895 https://arxiv.org/pdf/2606.03895 https://arxiv.org/html/2606.03895
arXiv:2606.03895v1 Announce Type: new
Abstract: Large language model (LLM) agents are evolving from request-response assistants into long-running software actors: they maintain state across model calls, fork subtasks, wait for external events, request human authority, generate tools, and perform side effects that must be resumed and audited. This paper presents Agent libOS, a library-OS-inspired runtime substrate for LLM agents. Agent libOS runs above a conventional host operating system; it does not implement hardware drivers, kernel-mode isolation, or a POSIX-compatible operating system. Instead, it treats an agent as an AgentProcess: a schedulable execution subject with process identity, parent-child lineage, lifecycle state, a tool table derived from an AgentImage, typed Object Memory, explicit capabilities, human queues, checkpoints, events, and audit records. Its central design rule is tools are libc-like wrappers; runtime primitives are the authority boundary. Filesystem access, object access, sleeps, human approval, JIT tool registration, and external side effects are checked at primitive boundaries under explicit capabilities and policy.
We describe the design, threat model, Python prototype, and safety-oriented evaluation. The current prototype implements async scheduling, namespace-local Object Memory, runtime-integrated human approval, one-shot permission grants, per-process working directories, shell and image-registration primitives, Deno/TypeScript JIT tools over a libOS syscall broker, filesystem/object bridge tools, an injectable Resource Provider Substrate, deterministic demos, real-model smoke scripts, and 123 regression tests at the time of writing. Rather than improving planner accuracy, Agent libOS demonstrates a runtime substrate in which long-running LLM agents can be scheduled, authorized, resumed, and audited without treating tool dispatch as the trust boundary.
toXiv_bot_toot
GlobalFoundries reports Q1 revenue up 3% YoY to $1.63B, in line with est., and forecasts Q2 revenue and adjusted earnings above estimates; GFS closes up 9.28% (Patrick Seitz/Investor's Business Daily)
https://www.investors.com/news/technology/gfs-sto…
ESPN's Football Power Index ranks Cowboys 11th overall, but playoff chances look iffy https://cowboyswire.usatoday.com/story/sports/nfl/cowboys/2026/06/03/cowboys-espn-football-power-index-rankings-project…
Our republic rests on a clear premise:
No branch of government possesses absolute authority,
and no individual is above the law.
In a single stroke, Acting Attorney General Todd Blanche has dismantled this foundational understanding.
By executing a sweeping settlement with Donald Trump, Blanche committed an unprecedented dual assault on the Constitution,
usurping Congress' power of the purse while shattering the structural boundaries of executive appointmen…
Weird things that happen when you have a 100GbE pipe to your desk. 8 Gbps of sustained network traffic and the network monitor is like "yeah you're not using much bandwidth"
Also I think there's a 32-bit overflow or something in xfce4-netload-plugin because the rate shows 0.00 Mbps when I get above some threshold (not sure what it is exactly but it's in the 15-40 Gbps range)
🇺🇦 #NowPlaying on KEXP's #MiddayShow
Beth Orton:
🎵 The Ground Above
#BethOrton
https://bethorton.bandcamp.com/track/celestial-light
https://open.spotify.com/track/03czEOGf1RDg2FPcl30XCn
Broadcom reports Q2 revenue up 48% YoY to $22.19B, vs. $22.27B est., and forecasts Q3 semiconductor revenue from AI below estimates; AVGO drops 12% after hours (Reuters)
https://www.reuters.com/world/china/broadcom-forecasts-quarterly-rev…
#footpathFriday , I'm back! here with a beautiful path that we walked last year in the #schwarzwald .
#eineSpurWilder
Yesterday, after a day of documenting some of this year's maintenance works and super lovely, interesting insights and exchanges with the amazing team & volunteers at Breslauer Hütte, we took the Seuffertweg high above the valley towards Vernagt glacier and then back down to civilization. Breathtaking views of the glaciated peaks of the Kreuzkamm (opposite side of the valley), Mitterkar and Wildspitze (3770m, our side) directly above us... Some dodgy exposed & severely eroded section…
The planets #Jupiter (left) and #Venus and the #Gemini stars Pollux and Castor above them this evening - with the Sun 10° below and 10° above the horizon - from Bochum, Germany: exactly two weeks before the planets are closest to each other. (In https://www.youtube.com/watch?v=x_w5MOP0yxo a one-hour documentary about this conjunction, from Austria.)
#totp If you wait for it, he'll summon down the dove from above.
Reddit reports Q1 revenue up 69% YoY to $663M, vs. $611M est., DAUq up 17% to 126.8M, vs. 125.9M est., and forecasts Q2 revenue above estimates (Jonathan Vanian/CNBC)
https://www.cnbc.com/2026/04/30/reddit-rddt-q1-2026-earnings-report.html
Urban Spirit II 👻
城市魂 II 👻
📷 Pentax 6x7
🎞️ LUCKY SHD 400 (6x7)
If you like my work, Support by buying me a coffee or a roll of film from
PayPal https://www.paypal.com/paypalme/ydcdingsite
Wise
There are a lot of possible explanations for this:
Maybe the people who aren’t interested in AI also happen to vote for more sessions. (At a quick prod at the data, penalizing votes from people who voted for large numbers of sessions does not seem to change the conclusions above, but I haven’t investigated this thoroughly.)
Maybe AI is a more fragmented topic due to its newness, and interest has not coalesced, leading to a large number of small sessions. (But again, •total• votes for AI, including the whole long tail, were proportionally smaller.)
9/
Urban Illusions and Fallacies - A Day In The Park ⛲️
城市的幻影和谬误 - 公园的一天 ⛲️
📷 Pentax MX
🎞️ ERA 100, expired 1993
If you like my work, Support by buying me a coffee or a roll of film from PayPal https://paypal.com/paypalme/ydcdingsite
Apple forecasts Q3 revenue above estimates and reports Q2 results above projections in China but below expectations in the Americas and Europe regions (Mark Gurman/Bloomberg)
https://www.bloomberg.com/news/articles/2026-04-30/ap…
#goodmorning today my morning walk is to the train for commute. It has cooled down and we got some long awaited rain.
Yesterday afternoon I even started cutting videos from our vacation. More to come soon.
Enjoy your day!
Temperature records tumble across Europe as heatwave moves east https://www.theguardian.com/environment/2026/jun/28/temperature-records-tumble-across-europe-as-heatwave-moves-east
:::RESCUE UPDATE::: 7:04 AM
The two stranded fishermen near Holman Flats on the South Fork Skokomish River have been successfully rescued by the United States Coast Guard and transported to Sanderson Field for medical evaluation.
We are grateful for the coordinated efforts of all responding agencies, communications personnel, and volunteers whose teamwork helped bring this incident to a safe conclusion.
~40
:::UPDATE::: 6:35AM 5/30/26
Overnight, Guardian One success…
Golden Hour @ Breslauer Hut
#SilentSunday #LandscapePhotography #Photography #Alps
Palo Alto Networks reports Q3 revenue up 31% YoY to $3B, including $388M from CyberArk and Chronosphere, vs. $2.94B est., and forecasts Q4 revenue above est. (Samantha Subin/CNBC)
https://www.cnbc.com/2026/06/02/palo-alto-networks-panw-q3-earnings-2026.html
Starlink has by far the most satellites in orbit,
densely packed within a narrow altitude range, mostly near 550 kilometres from Earth.
A recent analysis by renowned space debris researchers Hugh Lewis and Donald Kessler shows that
this dense bit of orbit is the only altitude below 800 kilometres that is above the collisional runaway threshold.
In other words, if there is a collision at 550 kilometres altitude, the debris would collide with other satellites, making m…
Western Digital reports Q3 revenue up 45% YoY to $3.34B, vs. $3.25B est., and forecasts Q4 revenue above estimates; WDC drops 7% after hours (Anhata Rooprai/Reuters)
https://www.reuters.com/business/western-digital-f…
Twilio reports Q1 revenue up 20% YoY to $1.41B, vs. $1.34B est., and forecasts Q2 revenue above estimates; TWLO jumps 17% after hours (Reinhardt Krause/Investor's Business Daily)
https://www.investors.com/news/technology/twilio-stock-twlo-twilio-earni…
Greets from today's #cycling loop. It's been a great time outside. Friendly cyclists, super views. Some rests to have a snack and refill water.
And at the end some cake 😋
#kochelsee #dasblaueland
STMicro reports Q1 revenue of $3.10B, above $3.04B est., $171M operating income, above $165.8 est., and forecasts $3.45B revenue for Q2, above $3.21B est. (Nathan Vifflin/Reuters)
https://www.reuters.com/business/stmicroelectronics-repor…
Meituan reports Q1 revenue up 5.6% YoY to ~$13.5B, above ~$13.4B est., and a ~$1B net loss, its third straight quarter of losses amid a food delivery price war (Tracy Qu/Wall Street Journal)
https://www.wsj.com/business/e…
HPE reports Q2 revenue up 40% YoY to $10.7B, vs. $9.74B est., Server revenue up 33%, forecasts revenue for FY26 and FY27 above est.; HPE jumps 30% after hours (Brody Ford/Bloomberg)
https://www.bloomberg.com/news/articles/2026-0…
Sandisk reports Q3 revenue up 251% YoY to $5.95B, vs. $4.72B est., consumer revenue below est., and forecasts Q4 revenue above est.; SNDK drops 5% after hours (Britney Nguyen/MarketWatch)
https://www.marketwatch.com/story/sandisks
Apple reports Q2 revenue up 17% YoY to $111.18B, vs. $109.66B est., net income up 19% to $29.6B, and EPS up 22% to $2.01, above $1.95 est. (Apple)
https://www.businesswire.com/news/home/20260430987304/en/
Reddit reports Q1 revenue up 69% YoY to $663M, vs. $611M est., DAUq up 17% to 126.8M, vs. 125.9M est., and forecasts Q2 revenue above estimates (Jonathan Vanian/CNBC)
https://www.cnbc.com/2026/04/30/reddit-rddt-q1-2026-earnings-report.html
Study: long-shot Polymarket bets on military action, defined as wagers of $2,500 at odds of <35%, have an average ~52% win rate, above 25% for political bets (Financial Times)
https://www.ft.com/content/989d335e-275b-4cdc-b51d-4b29fd8895b0
Source: Cerebras priced its IPO at $185 per share, above the expected range of $150 to $160, raising at least $5.55B and valuing it at $56.4B fully diluted (Jordan Novet/CNBC)
https://www.cnbc.com/2026/05/13/cerebras-prices-ipo-above…
European software companies, including SAP, Capgemini, Nemetschek, Hexagon, and Dassault, report better-than-expected earnings despite AI fears and the Iran war (Chloe Meley/Bloomberg)
https://www.bloomberg.com/news/articles/20
Micron reports Q3 revenue up 346% YoY to $41.46B, vs. $35.84B est., gross margin above estimates, and forecasts Q4 revenue above est.; MU jumps 14% after hours (Kif Leswing/CNBC)
https://www.cnbc.com/2026/06/24/micron-mu-earnings-report-q3-2026.html
eBay reports Q1 revenue up 19% YoY to $3.09B, vs. $3.04B est., net income up 2% to $512M, GMV up 18% to $22.2B, and forecasts Q2 revenue above estimates (Kelly Cloonan/Wall Street Journal)
https://www.wsj.com/business/earnings/ebay
Lenovo reports Q4 revenue up 27% YoY to $21.6B, above $18.7B est., net profit up 479% to $521M, above $271M est., as the PC maker pushes into AI server markets (Reuters)
https://www.reuters.com/world/china/lenovo-q4-revenue-tops…
Spotify reports Q1 revenue up 14% YoY to €4.5B, MAUs up 12% YoY to 761M, above 759M est., Premium subscribers up 9% YoY to 293M, and a €715M operating income (Ashley Carman/Bloomberg)
https://www.bloomberg.com/news/articles/2026-…
NXP reports Q1 revenue up 12% YoY to $3.18B, vs. $3.15B est., and forecasts Q2 revenue above estimates; NXPI jumps 13% after hours (Christina Kyriasoglou/Bloomberg)
https://www.bloomberg.com/news/articles/2026-04-28/nxp-ralli…
Seagate reports Q3 revenue up 44% YoY to $3.11B, vs. $2.96B est., and forecasts Q4 revenue and adjusted EPS above estimates; STX jumps 13% after hours (Zaheer Kachwala/Reuters)
https://www.reuters.com/business/seagate-f…
Dell reports Q1 revenue up 88% YoY to $43.84B, vs. $35.43B est., and forecasts FY 2027 revenue above estimates; DELL jumps 15% after hours (Jordan Novet/CNBC)
https://www.cnbc.com/2026/05/28/dell-q1-earnings-report-2027.html