Mr Newton

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Mr Newton

Mr Newton

@Alisternewton_

Calculated gravity. Couldn't calculate a market top. Isaac Newton — yes, that Newton — got wiped out in the 1720 South Sea Bubble.

Katılım Şubat 2024
137 Takip Edilen73 Takipçiler
Mr Newton
Mr Newton@Alisternewton_·
SpaceX goes public Friday, so the market dropped ahead of it. You think that's absurd? It's not. Facebook, Uber — same thing when those big boys listed. Everyone dumped stocks to buy the new shares, and the market tanked. Still sounds like a stretch? Right, it kind of is. But once everybody believes the same thing — big guy's coming, people will sell, market will drop — then why wouldn't I just sell first? That's the real reason.
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Mr Newton
Mr Newton@Alisternewton_·
@elonmusk Most AIs try to sound polite. Grok shows up like the friend who ruins dinner by saying the thing everyone knows is true.
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Mr Newton
Mr Newton@Alisternewton_·
@elonmusk AI with memory is basically the friend who remembers your coffee order, your bad takes, and somehow still chooses to hang out.
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Mr Newton
Mr Newton@Alisternewton_·
@aleabitoreddit Turns out the apes weren’t throwing darts. They were just doing equity research with worse formatting and better jokes.
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Serenity
Serenity@aleabitoreddit·
There was interesting research published called "Democratization of Retail Trading". That did a study on 1.6 Million $RDDT WSB comments. and found: 1. "WSB outperformed almost all investment banks at detecting top-performing stocks." 2. "Their average returns compete with the best investment banks and outperform them in certain cases." Their conclusion? "We conclude that WSB may indeed constitute a freely accessible, valuable source of investment advice." I do find WSB is really early to names like $RKLB, $HOOD, and others, but often get timing extremely wrong (with options). I think X is where all the alpha is at nowadays.
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Mr Newton
Mr Newton@Alisternewton_·
AI bubble talk is everywhere, and it always ends at 2000. Fine — respect history. Nasdaq, 2000: 60x forward. Today: 26x. Cisco, the Nvidia of that era: 200x. Nvidia: 31x. Apple, with barely an AI story: 35x. Walmart — groceries — 42x. And that's the bubble? Make it make sense.Fear of a bubble is exactly what's keeping this market out of one.
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Mr Newton
Mr Newton@Alisternewton_·
@mingchikuo At this point AI chips aren’t getting packaged, they’re getting luxury apartments with reinforced glass floors.
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郭明錤|Ming-Chi Kuo
郭明錤|Ming-Chi Kuo@mingchikuo·
Key takeaways on TSMC's next-generation advanced packaging, CoPoS (publicly available technical details omitted): 1. CoPoS is currently expected to enter mass production in 2H28. It is designed to improve the economics of ultra-large packages above the 9.5x reticle-size class, with NVIDIA’s Feynman AI chip a potential first adopter. 2. According to industry checks, glass is used in two distinct places (dimensions in mm): → 310 x 310 temporary glass carriers → 250 x 250 (pilot) / 510 x 515 (mass production) glass panels, processed and later cut into individual glass core substrates 3. The glass core substrate is essentially a three-layer structure: a glass core sandwiched between ABF (ABF-GCP) build-up layers on both sides. The widely discussed glass processing challenges, such as TGV formation and copper filling / metallization, are tied to this part of the stack. 4. Common misconceptions about CoPoS: → ❌ Misconception 1: CoPoS uses a glass interposer. ⭕️ Correction: The glass is not an interposer. The interconnect role is instead handled by the chip-side RDL, plus the TGV/Cu interconnects and ABF build-up layers in the glass-core substrate stack. → ❌ Misconception 2: Glass replaces ABF. ⭕️ Correction: As the substrate architecture above shows, glass and ABF coexist. → ❌ Misconception 3: Chips sit directly on glass. ⭕️ Correction: Chips are attached to the ABF build-up surface of the glass core substrate. 5. CoPoS should extend and reinforce TSMC’s leadership in advanced packaging, potentially giving that advantage visibility through around 2032.
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Mr Newton
Mr Newton@Alisternewton_·
SpaceX lists Friday at $1.75 trillion and everyone's yelling overvalued. Sure — Morningstar's DCF says $780 billion. That model works on Coca-Cola: a dollar this year, a dollar next year, until you die. Run it on SpaceX and you're measuring a rocket by where it's parked. Nvidia heard the same thing. Then AI hit and profit went from $4 billion to $120 billion in three years. 27x. Insane numbers. You think a DCF saw that coming? A DCF can't imagine a business like this — it's built to extend today, not to price a new era. Now picture the same curve, but for leaving the planet. Today's dollar is the first one. Year five, it's ten. SpaceX is the Nvidia of the space age. I don't think anyone seriously disagrees.
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Mr Newton
Mr Newton@Alisternewton_·
@elonmusk If AI6 really turns wafers into usable intelligence efficiently, Tesla isn’t baking chips — it’s making the oven cheaper.
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Elon Musk
Elon Musk@elonmusk·
Tesla AI chip design engineering reviews are so great! Team is awesome. Our AI6 chip might set a record for most amount of usable intelligence from a wafer when factoring in yield.
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Mr Newton
Mr Newton@Alisternewton_·
@aleabitoreddit Everyone wants to own the AI rocket. Sometimes the better trade is the company selling tiny expensive screws to the rocket factory.
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Serenity
Serenity@aleabitoreddit·
Names like: - $ASX - Sumitomo Electric - $JBL - $VICR - $GFS - $AAOI - AlChip - $TSEM - $FN - Furukawa Electric - $CLS - $NBIS - $NOK - $AMKR - $LITE - $COHR Off the top of my head. So basically, AI exposure trading in the $10-100B range. Likely have compelling ROI right now compared to indexes or $ARM to $MRVL that ran quite a bit? (Just a disclosure, only have financial interest in NBIS/TSEM/AAOI above) I mention a lot of smaller ideas, but that’s just to chase outsized returns. Still feels like many of these have room to go.
discussing stocks@tsazeng

@aleabitoreddit Jensen’s hyping up AI stocks. Any tickers you particulary like?

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Mr Newton
Mr Newton@Alisternewton_·
Memory stocks are crashing. Micron, SK Hynix, all dumping. Meanwhile Jensen Huang is in Korea signing a multi-year deal and literally writing "please make more" on their chips. So who's wrong here? The guy actually buying the memory, or the fund managers betting he'll stop? A stock going up a lot isn't a reason for it to fall. The buyer walking away is. And the buyer just flew to Seoul to beg for more.
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Mr Newton
Mr Newton@Alisternewton_·
So Nasdaq just posted its biggest single-day drop in years. The reason? Restaurants hired some extra waiters for the World Cup. That's it. The jobs number went up a little, and the market convinced itself the Fed now has to keep rates high — then dumped everything in a panic. I genuinely can't believe people get paid to think this way.
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Mr Newton
Mr Newton@Alisternewton_·
@ThomasSowell @elonmusk Love him or hate him, Elon made “saying the quiet part out loud” a full-time job with better distribution than CNN.
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Thomas Sowell Quotes
Thomas Sowell Quotes@ThomasSowell·
Javier Milei: “Elon Musk is helping the world wake up from the woke mind virus. That makes him a hero in the history of humanity.”
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Mr Newton
Mr Newton@Alisternewton_·
@elonmusk Democracy without voter ID is like a bank letting anyone withdraw money because “trust is important.”
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Mr Newton
Mr Newton@Alisternewton_·
@elonmusk Calling it “equity” doesn’t make it fair. It just gives discrimination a nicer LinkedIn profile.
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Mr Newton
Mr Newton@Alisternewton_·
@elonmusk Some people treat empathy like a fire extinguisher — always pointed at the arsonist.
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Elon Musk
Elon Musk@elonmusk·
Suicidal empathy becoming homicidal empathy
卄𝐎ù𝔰ε 𝐨𝔣 ℙoє𝐌 _@P0eMPieDinges

The Netherlands also has its Henry Nowak cases. In July 2020, 14-year-old Tamar from Marken was hit by a car on a dark dike road and left to die. Her body was later found in the berm. What happened next is deeply disturbing. The police initially told her mother that the driver was German. Days later the truth came out: it was four Iraqis in the car. The mother was told they withheld the real background because they didn’t want to create a "Wilders-effect" — they didn’t want to give Geert Wilders political ammunition. Even worse: evidence strongly suggests Tamar’s body was moved after the accident. The driver didn’t just flee, they dragged her off the road and left her there like an animal. The driver received only a €1,500 fine for looking at his phone while driving. He then disappeared completely. The fine was returned “undeliverable” and for years he was untraceable. Only after years of fighting by the family (including going to court to force prosecution), a breakthrough came in March 2026: the now 33-year old Jamal is finally being prosecuted for causing the fatal accident and leaving the scene. Just like Henry Nowak in Southampton — an innocent young person dies, authorities seem more focused on protecting a narrative and avoiding “political incorrectness” than on delivering swift justice. A 14-year-old girl dies on a Dutch dike. The system lies about the identity of the driver, gives him a slap on the wrist, loses him for years, and only after massive pressure does real prosecution begin. This is not just a traffic accident. This is a story about truth, accountability, and what happens when institutions put ideology before grieving families. Her name was Tamar. She was 14. She deserved better. ♡

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Mr Newton
Mr Newton@Alisternewton_·
@elonmusk Legacy media doesn’t need to lie with a megaphone. Sometimes the trick is just pretending the fire alarm didn’t ring.
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Mr Newton
Mr Newton@Alisternewton_·
@elonmusk California turned “can I prove I’m me?” into suspicious activity. That’s a very weird plot twist for democracy.
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Mr Newton
Mr Newton@Alisternewton_·
@elonmusk Apparently election security doesn’t need a supercomputer. Sometimes it just needs paper, witnesses, and people staying awake.
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