u/ethereal3xp
Dean Letourneau starts off where he left off..
Courtesy of @BruinsNetwork (Twitter/X)
Highlight date: October 9, 2026. Unfortunately BC lost to Alaska 3-2.
League: Gary Bettman says the NHL may change rules around no-trade clauses
https://www.thescore.com/nhl/news/3613246/bettman-use-of-nm-cs-has-gone-past-original-intention
Bettman: Speaking with the media, Bettman acknowledged that the league is "keeping an eye on" the way no-trade clauses are being used and suggested that the NHL could eventually look at changing the rules surrounding them. Bettman explained that no-trade protection was originally designed largely as a benefit for players who committed to long-term contracts with a particular organization, sometimes accepting less money in exchange for that security.
But the league is now watching to see whether that protection is evolving into something different. "As I look at what's happening right now, I don't think it's a good thing. The no-trade clause was originally put in place... to make sure that you would be in the place you wanted to be and where you were signing up to be," Bettman told Sportsnet this morning. "
This notion now where you can select where you want to go to and you can demand a trade, that was never the original intention. So, if this becomes a problem it's something that we're going to have to discuss with the NHL Players' Association. It's something we're going to keep an eye on, but I think we've gotten past the way no-trade clauses were originally intended."
Full interview
Gimlet Labs Adds Cerebras to Deliver Ultrafast AI Inference through Gimlet Cloud
>Sept. 28, 2026 - (GLOBE NEWSWIRE) -- Gimlet Labs and Cerebras Systems (NASDAQ: CBRS) today announced a collaboration to deliver a new class of ultrafast AI inference at massive scale. The collaboration brings together Cerebras' wafer-scale compute with the Gimlet Cloud to deliver a purpose-built disaggregated inference cloud spanning datacenter infrastructure to developer APIs. Together, the companies plan to deliver speeds of up to 3,000 tokens per second for demanding agentic and real-time applications, with the first Cerebras-powered Gimlet Cloud datacenter expected to come online later this year.
"Inference speed matters. It determines how productive AI can be. Fast inference creates magical user experiences and opens new markets. By combining Gimlet's multi-silicon software with the Cerebras Wafer Scale Engine, we can run each phase of inference on the hardware best suited to it and plan to deliver up to 3,000 tokens per second at production scale," said Zain Asgar, co-founder and CEO of Gimlet Labs.
"Combining the fastest tokens from Cerebras with the highest throughput GPUs delivers the best datacenter economics for everyone," said Sean Lie, co-founder and CTO at Cerebras. "Everyone wants more high value tokens. Cerebras delivers the fastest AI inference in the world, and GPUs deliver high throughput. By making Cerebras a native part of its inference cloud, Gimlet will bring our industry leading speed and intelligent AI to more developers at production scale. We're excited to build with Gimlet as a launch partner for CS-4, giving customers a direct path to our latest technology."
Unpopular opnion: Hagens is not exactly ready for the NHL
In 3 pre season games he had no points and maybe 2 shots on net? One nice no look pass to Locmelis the last game. The only real highlight was his SO goal - to help seal the win from the pre season opener.
He is deferring too much. And in many ways playing it too safe. Not very good along the boards or hunting for pucks and holding it.
Has he made any glaring mistakes? No. So his ability to "get by" is at least there.
But while he is digesting the speed of the pro game - I think it would be backwards for him to lose his way on the offensive end. He needs to get to the middle more. Be confident in taking some risks. But learn how to do it in his favor. He has better stickhandling skills and manipulation than he has shown - thus he was considered a top caliber pick at one point. Ultimately drafted 7th overall.
I think - going down to Providence would help him more than hurt him. Again - we know that he can "get by" in the NHL. He just needs to sharpen his offense. He also needs to taste some desperation to play with more urgency.
Poitras is injured but maybe its not that serious. He has paid his dues. And his skating/1st three steps - you can tell he has worked on it. He is also better along the boards than Hagens at the moment. A rep for his offensive instincts. He is also not waiver exempt.
Send Hagens down. Keep Poitras?
Preview for 95% opening day lineup?
Last pre-season game lineup.
Other than Kuraly and McAvoy who will to be part of the openen day roster.
Prediction:
It could be an interesting three man race - between Locmelis, Lohrei and Brunet - to secure the two final spots in the lineup.
Favorite odds: Both Brunet and Lohrei stay. No forward reserve. Until McAvoy suspension ends.
Infleqtion’s neutral-atom approach has the potential to be a strong modality for quantum memory and networking
Think of the major quantum modalities this way when it comes to quantum memory potential:
- Neutral atoms: feature long-lived states, large arrays, and an excellent photon interface.
- Trapped ions: offer long coherence and high fidelity.
- Superconducting: systems are very fast, but have relatively short coherence and are not naturally a long-term memory.
- Photonic systems: are excellent for moving quantum information, but storing it is harder.
Quantum memory is essential when you need to preserve quantum information itself - not simply measure it and store the result in classical memory, which destroys the original quantum state. This could allow quantum computers to move beyond isolated machines and become components of larger, interconnected quantum systems - enabling quantum networking, distributed computing, coordinated sensing, and sharing quantum information across systems.
The biggest applications are:
- Quantum networking
A photon can carry quantum information through fiber. But photons are difficult to store. A quantum memory can receive, hold, and release that quantum state later. This is analogous to a buffer in a conventional network, except the information is quantum.
- Longer-distance quantum communication
Directly sending a fragile quantum state over hundreds or thousands of km is difficult because of optical loss. Quantum memories can be part of quantum repeaters, allowing networks to overcome that loss. This is potentially important for distributed quantum computing and future quantum-secure networks.
QPU → memory → network → memory → QPU
That could be a fundamentally different scaling architecture.
For quantum memory specifically, Infleqtion’s neutral-atom architecture is particularly interesting:
Quantum memory: Infleqtion’s NASA quantum-memory work stores quantum information in a cloud of laser-cooled rubidium atoms and can later convert that stored information back into photons.
Long coherence and photon interface: Neutral atoms can maintain quantum states for relatively long periods, which is critical for memory because the goal is to preserve quantum information without losing its coherence. Just as importantly, atoms can interface naturally with photons, making them well suited to quantum networking.
Sensing and control: Quantum sensing is complementary to memory because the same precise control, manipulation, and measurement of atomic quantum states that enable highly sensitive sensors can also help store and reliably read out quantum information.
Networking: This creates a path from quantum memory to larger networked systems. Infleqtion and Cisco are investigating how neutral-atom quantum memory can interface with optical channels, potentially allowing quantum information to be stored in atoms and transmitted as photons.
Revenue potential: This network could create an ecosystem opportunity for Infleqtion to sell quantum computing and sensing systems that can connect, communicate, and operate as part of a larger quantum network.
Caveat: The commercial opportunity remains unproven and depends on the technology achieving practical, scalable performance.
CGT
Sneak preview of opening day lineup?
Day 2 - Group B lines have not changed.
Mittelstadt- Zacha - Peterka (Peterka replaces Ardvisson from last season - which makes sense)
Hagens Minten Khustadinov (Kid line)
Hampus Lindholm - Borgen (D pairing)
I don't think Sturm was telling the full truth yesterday. It seems like he has a "fixed" plan or idea for how his lineup will look like for opening day.
Lineup prediction
- Geekie ELindholm Pasta
- Mittelstadt Zacha Peterka
- Hagens Minten Khustadinov
- Jeannot Kuraly Kastelic
- ? ?
Defense
- Brunet Lohrei (1st 6 games)
- Lindholm Borgen
- Zadorov Clifton
- Aspirot
Goalie
- Swayman
- DiPietro
Reserves ranking
- F group - Eyssimont, Steeves, Reichel, Poitras, Ivan (waiver exempt)
- D group - Jokiharju, Harris
Comment: IF thats the 1st line to start the season. I hate it. When will they finally lay the Lindholm-Pasta combination to rest?
Otherwise - the rest of the practice lines look like a safe way to start the season. Mittelstadt - Zacha - Peterka makes sense. You get more offensive balance by playing Pasta and Peterka on different lines
Bruins Sign Matt Poitras to One-Year, Two-Way Contract Extension
nhl.comProspects showcase game 1: Bruins 6 - Sabres 2
My observation from game 1
- James Hagens - 5'11 C - 2 goals. Beautiful snipes from around faceoff circle. Got into a scuffle in front of the net late 3rd. Some good pindowns along the boards - to secure puck possession.
- Dans Locmelis - 6'0 C - A few nice dekes through the middle of the ice (1st two periods). But couldn't finish. Some solid passes. But overall - leaves you wanting more.
- Cole Chandler - 6'1.5 C - its like he added jets to his skates. He looks FAST and flew down the middle of the ice. He laid a few solid bodychecks also. I'm impressed by his development.
- Cullen McCrate - 6'2 RHD - played with composure. Flashed some nice offensive skills/shots from the point. Moves well. Looks like a nice late round gem/potential.
- Ryan Tattle and Attilio Biasca - both weren't shy to stick their noses in the dirty areas. Scrappy players. But they both paid a price - absorbed some heavy checks. Pain/wincing from the bench.
- Loke Johansson and Jacob Vandeven - Good mobility for their size. But they need to continue to work on their 1st three steps and hip mobility.
- Max Lundgren - Battled well and made the saves he needed to. But also got lucky a few times and bailed out by his teammates.
Russian developers used AI to build ‘kamikaze’ attack drone software, Anthropic says
theguardian.comIs the worry that AI is a threat to humanity overblown?
reddit.comPoll: Since Jersey Mike’s July 30 IPO, have you invested in the stock?
Symbol: JMKE
If you invested most of your capital in stocks behind the products and services you use most, how would your portfolio have performed?
I know some people invest this way. They love Apple products and Apple TV, so they invest in Apple. Costco, Netflix - you name it.
Some businesses could do the same thing. For example, if they buy a lot of supplies from Cintas, they might invest in the company.
Do you invest this way as well, or do you mainly invest in whichever stocks meet your valuation criteria?
SK Hynix HBM4E: The Next Growth Driver - 2026/27
Key Points
SK hynix has already shipped 12-layer HBM4E samples to major customers.
It reaches 16 Gbps per pin and improves power efficiency by more than 20% versus the previous generation.
The company has said it is targeting mass production in 2027
Features
The GPU can receive data much faster. Going from roughly 2 TB/s to around 4 TB/s per stack is like going from a 2-lane highway to a 4-lane highway.
Bigger: 48 GB instead of 36 GB in the 12-layer configuration.
More efficient: More than 20% better power efficiency means you can move all that data while using less energy per unit of work.
Cooler: HBM4E's thermal resistance is about 17% lower than HBM4, helping the memory operate reliably at these extremely high speeds.
Conclusion
SK hynix is at the forefront of HBM4E, having already shipped 12-layer samples to major customers. Its advantage is backed by proven high-volume manufacturing experience across HBM3, HBM3E and HBM4.
CGT
https://news.skhynix.com/en/sk-hynix-ships-samples-of-12-layer-next-gen-hbm4e-2/?utm\_source
What is a semiconductor etf you have an eye on?
Other than the usual SMH, SOXX, SOXQ, PSI etfs?
With Minten locked up. What does this mean for Zacha's contract situation?
Also - does Khustadinov get an extension next?
I can't see Khustadinov get 7m aav. Due to the position he plays. But not too sure what is a fair deal for the little engine. I would like to lock him up also.
Back to the topic. What does the Minten signing mean - Zacha now has one foot out the door?
One would imagine - Zacha was the top priority to lockup in the offseason. And since that hasn't occurred - the Bruins locked up Minten instead (next in line).
What do you think happens to Zacha now?
AI Hardware: Both a speculative bet and a hedge
Growth engine - check.
Tariffs + rising oil prices - hedge.
Which makes it a unique offensive and defensive segment.
Corrections will happen along the way, but that doesn’t change the fact that the overall trend can remain resilient and upward.
Burry and the bears are wrong this time, IMO. AI hardware is expensive, but it can also be cost-saving at the same time. It’s like purchasing a Toyota: there’s no bad time to buy it, especially when the economy isn’t great. The car isn’t cheap, but it’s durable and fuel-efficient.
However, increased investment in AI hardware and greater automation/complexity handling will likely mean more entry level jobs get displaced similar to how self-checkouts displaced some cashier jobs.
Ironically, my guess is that some of the same people in entry level jobs most vulnerable to AI and automation are investing in AI hardware as a hedge against their own jobs.