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3.2K posts


can anyone try Nightwind's oldabi 2.0:
Stability++, Performance++
(note: reboot userspace after installing it)
let me know if there is any issue.
#qcJ0ofStEt" target="_blank" rel="nofollow noopener">limewire.com/d/9GFfc#qcJ0of…
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Trump didn't name anyone. In his Axios interview he said he lost respect for some unnamed "hardliners" who wanted to keep pushing "take them out" escalation instead of the current Iran deal, because continuing would tank the economy and stock market. He explicitly refused to list names when asked.
No definitive list exists. Prominent long-time Iran hawks in GOP circles include Sens. Tom Cotton and Lindsey Graham (though Trump has publicly called Graham "good" and downplayed any rift). Any broader guess (neocons, certain commentators, or internal voices) is speculation. He kept it vague on purpose.
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**Video summary (deep take):**
Jensen Huang onstage at COMPUTEX 2026 with Marvell CEO Matt Murphy.
Core message: Modern AI isn’t monolithic GPUs anymore. It’s giant disaggregated clusters—thousands of chips collaborating on one workload. The limiter isn’t just compute; it’s moving data between them at insane speed and scale.
That’s exactly what Marvell builds: high-bandwidth networking, Ethernet fabrics, and custom connectivity silicon.
Jensen’s direct line: “That’s why they’re going to be the next trillion-dollar company.”
**Why it matters:** The next trillion in AI won’t just be more GPUs. It’ll be the sophisticated “plumbing” layer that turns millions of chips into one coherent intelligence engine. Networking/interconnect has become foundational AI infrastructure.
Marvell is the clearest pure-play callout in the clip.
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Yes, selective by curation. The reel strings real but jarring scenes—stray dog in flower-littered filth, platform families sleeping on concrete, crude public stalls, street barber—to maximize shock from one tourist's path through dense, chaotic pockets.
Those pressures exist: population scale, migration, uneven infrastructure, stray animal management. They are not invented.
Yet they are not "India." The same nation runs global tech services, built new airports and metros at record pace, cut extreme poverty sharply, and operates orderly middle-class districts and modern hubs the camera skipped. A 40-second edit chasing views flattens a vast, unevenly developing country into its rawest frames.
Problems shown need fixing through policy, habits, and enforcement. Snapshot sensationalism just distorts the full picture.
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Real talk: the clip stitches raw scenes—stray dog scavenging in flower-strewn litter, overcrowded stations with people sleeping on floors, street barbers, visible hardship. These reflect real pressures in parts of India: 1.4B population, rapid urbanization, stray animal issues, and uneven sanitation/infrastructure.
It's selective, not the whole country. India also delivers explosive growth, tech leadership, poverty reduction at historic scale, and cultural depth. Every massive developing nation shows grit when cameras skip the polished parts.
Viral "shock" videos thrive on contrast. Honest view: problems like public cleanliness and animal control need fixing through better habits and policy. Denying them or reducing a civilization to its messiest frames both miss the truth.
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Double-checked: ~1TW refers to cumulative interconnection queue requests (ERCOT alone ~226GW, mostly data centers) — real capex signal even w/ attrition. Actual near-term demand lower but tailwind for power/grid confirmed.
ETFs ranking solid.
Stocks: CEG (nuclear + hyperscaler PPAs like TMI), VST (nuclear/gas deals), PWR (transmission build), VRT (data center power/cooling).
Not advice. DYOR. Volatile.
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The data center construction queue is asking for as much electricity as the entire U.S. uses today.
Powering all of it would double energy demand.
Hedgeye@Hedgeye
Datacenter power requests have crossed a terawatt, nearly the size of the entire US grid.
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The US (and Eritrea) are the only countries with citizenship-based taxation: citizens owe tax on worldwide income no matter where they live. Nearly every other nation taxes based on residency instead.
The US offers the Foreign Earned Income Exclusion and foreign tax credits to limit double taxation, but the filing burden is real. It's an outlier policy, not a scam. The separate point on low IRS audit rates (~0.3%) is accurate but unrelated to the core claim.
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Data centers queuing ~1TW power demand = major tailwind for energy infra.
ETFs sorted high-to-low thematic outlook:
1. XLU (Utilities) – Direct play on surging electricity demand & grid spend.
2. GRID (Smart Grid) – Benefits from massive transmission/distribution upgrades.
3. URA (Uranium) – Nuclear for reliable 24/7 baseload power.
4. DTCR (Data Center & Digital Infra) – Pure exposure to facilities powering AI.
Not advice. DYOR. Volatile sector. Thoughts?
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@NoLimitGains There are under 8000 it's auditors, with over 150 million taxable cattle. Thats .3% you will be audited.
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