Favorite team:Florida 
Location:cafe risque
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Number of Posts:8444
Registered on:2/5/2009
Online Status:Not Online

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-Elite skill players. VB3 looks like the second coming of Percy Harvin. You already know about Baugh.
-Philo has looked great at QB, don’t care about competition I’ve seen enough shitty qb play over the years to know the difference.
-Trenches are questionable
-secondary has looked elite and shitty at the same time
-special teams is above average
quote:

Our defensive front 7 is miles better than any front 7 they have seen.


You guys are ranked like 100 in run defense??
Just need to contain Chambliss and not turn the ball over. Their O is not explosive and they’ll be without Lacy (game time decision my arse with a bye week next week). Their D is not good, at least on paper, and very weak against the run.
Gators have better skill players. Not convinced Brown is much better than Philo. We’ll see.
I’m a bit concerned about the trenches, but think our skill players shine and make the difference - gators win 28-24.

re: 9/12/26 CFB various games thread

Posted by gatorsimz on 9/12/26 at 4:03 pm to
Oregon playing with no sense of urgency
quote:

Tell that to Alabama under Saban.


There’s a difference of being hated because your dominant like bama in the 2010s and UGA lately. LSU is hated because Lane is a sleaze.

LSU adds another former NFL player

Posted by gatorsimz on 9/1/26 at 7:21 am
Kiffin adds former 49ers WR Dajeon Love:

quote:

LSU continues to treat the NFL as a talent pipeline. After landing several actual former pros, Lane Kiffin has reportedly added Dajeon Love, the self-described former 49ers wide receiver.

Asked about the move Tuesday, Kiffin didn’t hesitate. “We watched the tape. He had a helmet, a jersey, a signing video, and Google confirmed it.”


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re: Calling their bluff

Posted by gatorsimz on 9/1/26 at 6:47 am to
quote:

they will not go against the SEC


But they are? :lol:

quote:

With a step-by-step explanation, the SEC announced its institutions are "not permitted to have an athlete on its roster who has: 1. Previously declared for the NFL, NBA, or WNBA draft, and did not appropriately withdraw. 2. Signed a contract with an NFL (or other professional football league), NBA/G-League, or WNBA (or affiliate) team. 3. Been listed on an NFL (or other professional football league), NBA/G-League, or WNBA (or affiliate) roster." The announcement stated Sankey "is authorized to enforce this expectation with penalties against member institutions." An SEC spokesperson later told ESPN that penalties are "to be announced."
quote:

Meanwhile, the players attempting to go to LSU are claiming they never appeared for an NFL team, and therefore should be granted eligibility.


:lol: that’s their defense?

re: Calling their bluff

Posted by gatorsimz on 9/1/26 at 5:25 am to
quote:

You all may be lane's quickest coaching stop to date. Impressive


He managed to turn LSU into a dumpster fire before the season even started. Quite the feat.
Was thinking the other day how many of these people from up north are regretting moving here after experiencing the Florida summer heat and humidity.
quote:

I’m trying to figure out what the next wave of AI infrastructure bottlenecks looks like —


It’s CPOs, co-packaged optics. Data centers are moving from copper to optical fiber due to signal degradation and energy consumption.

Recent Goldman report estimated that the total addressable market could increase nine times to 154 billion by 2028.

Granted there’s been a lot of run up already with many names like LITE, AXTI, AAOI, but the super cycle is just starting.
quote:

Sivers Semiconductor - SIVEF


Up 35% from this post. A lot of good momentum happening lately leading up to its eventual NASDAQ listing.

USA<> Sweden announced a MOU today regarding a technology prosperity deal. Sivers should benefit from this - strategic partnerships around AI, semis, defense tech and next-gen communications. LINK
Sivers Semiconductor - SIVEF

Two main verticals, wireless (mmWave / RF / SatCom / 5G–6G) and CPO (Optical / Silicon Photonics / Lasers). CPO market is huge but wireless is underrated due to defense contracts. Received chip act funding. Been stockpiling since $1.

laser supplier to hyper scalers, still somewhat undiscovered since it’s a Swedish company, but just passed $1b market cap recently.

We should have a general AI infrastructure thread, as the super cycle is still early.
quote:

How do you invest in a theme? You invest in companies


The photonics supercycle is a predicted, multi-year, high-growth phase for the optical networking and component industry, driven by massive infrastructure demand for Artificial Intelligence (AI) and accelerated computing. As of 2026, this surge is characterized by the transition to high-speed data transmission technologies—specifically 1.6T transceivers and Co-Packaged Optics (CPO)—which are replacing older copper-based systems to reduce heat and improve efficiency in hyperscale AI data centers.

Follow this person on X, he covers this stuff in depth: LINK
Invest in the photonics super cycle while it’s still early.
Not sure how we couldn’t have gotten anyone better than philo out of the portal
Iowa dude should have been ejected for punching condon. Not excusing our shitty play but that was a joke.