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LUCKYJOHN777
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LUCKYJOHN777 retweeted
Jackson Chourio with a NO-DOUBTER for his 2nd homer of the year!
107.1 MPH, 431 FT 💣
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LUCKYJOHN777 retweeted
LUCKYJOHN777 retweeted
"Los amigos siempre deben ser tratados como si un día pudieran ser enemigos"
Napoleón
Español
@MostlyQuality @sentdefender nato bros giving off crybaby energy the retaliation should have happened already
GIF
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LUCKYJOHN777 retweeted
LUCKYJOHN777 retweeted
@visegrad24 NATO is about to execute Article 83. Which means they will text each other about the incident. The end.
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LUCKYJOHN777 retweeted
Hay dos cosas que nunca te dicen de las masacres de Sabra y Chatilla.
Una, que la perpetraron tropas de la falange cristiana.
Dos, que fue una represalia por ESTA y otras masacres perpetradas por palestinos.
Así funciona.
Los palestinos la buscan, la encuentran, y luego chillan.
Dr. Maalouf @realMaalouf
It’s been 50 years since this photo was taken. Palestinian terrorists invaded the Lebanese Christian town of Damour and massacred 582 Christian civilians. It was an apocalypse, said a priest who survived the massacre. “They were coming in thousands, shouting ‘Allahu Akbar! Let us attack them for the Arabs, let us offer a holocaust to Mohammad.’ They were slaughtering everyone, men, women and children.” Men were lined up against the walls of their homes and gunned down. Women were tortured and gang-raped. Babies were shot in the back of the head. Pregnant women had their babies cut out of the womb. Just one of the many massacres committed against Christians by Palestinians. This is how Muslims became the majority in Lebanon.
Español
@Edpatidy @danielamram3 and what is the most effective way to protect northern Israel from rocket attacks & stop hezbollah from building tunnels?
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@danielamram3 חשוב לציין שהדרך היעילה ביותר להגן על חיילים מרחפנים היא להוציא אותם מלבנון
עברית
בעולם מופצים תיעודים קשים מהחודשים האחרונים מאיום הרחפנים הקטלניים של החיזבאללה- התיעודים צוברים מליוני צפיות בימים האחרונים אצל מתנגדי ישראל. בעוד הממשלה עדיין מסרבת להגיב לאיום הקטלני שהוביל להרג חיילים רבים.
עברית
@GuyL16753 @Mrgunsngear because hezbollah is launching rockets into Israel and hezbollah is violating agreements by making military infrastructure like tunnels in areas beyond the Litani River
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@Mrgunsngear Still not sure why Israel went into Lebanon....
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@peterdaou @BenMFreeman fuck you Hamas started on Oct 7 and Israel ended it cry more you terrorist lover🫵😹😹😹
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@BenMFreeman So you're tired of paying rent and want to steal someone else's home? Plus, get free healthcare from US taxpayers. And perhaps shoot some Palestinian children for sport.
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Tomorrow is the beginning of my last full week living in Scotland. Next Sunday (7 June), I will be making Aliyah, moving to Israel, and becoming an Israeli citizen.
For years, I have written and spoken about Jewish peoplehood, indigeneity, exile, and home. Now I get to live it for myself. Not as theory. Not as history. But as my reality.
After 2,000 years of exile, it is extraordinary that Jew can come home.
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@ning_chioe @blackpilldood Asian men have a lower crime rate vs White men in America explain that?
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@blackpilldood all men are disgusting creeps.
but white men have better manners
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xena@stelenalight
@k_thes_R @blackpilldood Rich men who do sleep around typically go for more attractive women. But the men she seems to sleep with are *old* as she said in the video so the standards may be lower. I still think fetishization plays into that as most Asian women are literally fetishized.
ZXX
LUCKYJOHN777 retweeted
LUCKYJOHN777 retweeted
几个值得重点关注的“实质性垄断”标的:
- MSSCORP (6830)：在检测和 CPO 良率把控上构筑了极深的专利护城河。
- $SOI：主导绝缘体上硅 (SOI) 衬底市场。
- NGK (5333)：稳拿薄膜铌酸锂 (TFLN) 晶圆核心技术。
- $AXTI：把控磷化铟 (InP) 衬底等上游关键材料。
像讯芯 (Shunsin) 这类公司其实很难被轻易颠覆，毕竟背靠富士康，而富士康本身就深深扎根于众多核心供应链的腹地 🏭
$SIVE 的逻辑也极其相似。他们已经成功打入 (design in) 了众多顶尖 CPO 架构的设计体系，抱紧了 Ayar、Lightelligence (壁仞的供应商)、Lightmatter 以及 Celestial 等 众行业领军者的大腿
相比之下，个人认为 $HIMX (奇景光电) 或 Foci (上诠) 未来面临被踢出局 (design out) 的风险最大，很有可能会被台积电的光学部门采钰 (Visera 6789) 这类巨头直接垂直整合。不过话说回来，在未来两三年内，借助 CPO 相关的光纤阵列 (FAU) 和无源器件，他们眼前依然有 波巨大的赚钱机遇
泥伏雷闯关记@Nicole_yang88
博主看得很透，直接穿透到了物理AI的底层供应链。 不过想请教一下 @aleabitoreddit ，随着各大厂资本支出（CapEx）的狂飙，这几个起步较小的光子和材料公司，目前谁的产能弹性和技术壁垒最不容易被后发者颠覆？尤其是在西方供应链本土化这个点上，谁的确定性最高？ PS:我也在学习美股🙃
中文
LUCKYJOHN777 retweeted
LUCKYJOHN777 retweeted
What Makes Nvidia Racks So Expensive
GPU: $TSM $ARM $INTC $KLAC $LRCX $ASML $KEYS $ASX $AMKR $CAMT $PDFS
Memory: $MU $SNDK $WDC
Networking: $COHR $GLW $FN $LITE $APH $CRDO $ALAB $CSCO $AVGO $AAOI $SIVEF
Cooling + Power: $VRT $ETN $FLEX $STM $ADI $MPWR $NVTS $ON
Others: $DELL $JBL $HPE $SMCI
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LUCKYJOHN777 retweeted
AI SECTOR BREAKDOWN - 65 STOCKS, 4 ETFs
MANY HAVE A PRESENCE ACROSS MULTIPLE SECTORS
WHAT'S MISSING?
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