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beanmin

@Beanmin_2

mistweaver

Katılım Şubat 2020
2.4K Takip Edilen72 Takipçiler
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Roshan Rinaldi
Roshan Rinaldi@Roshan_Rinaldi·
"If I win, I may never see my golf properties — I may never see these places again. Because I’m going to be working for you, I’m not going to have TIME to go play GOLF. Believe me!" - Trump, August, 2016
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Roshan Rinaldi@Roshan_Rinaldi

Taxpayers’ Tab for Donald Trump’s Golf Habit Crosses $100 Million This is Trump's 56th visit to his course in West Palm Beach and 110th golf day in just over 14 months in office, keeping him on track to spend $300 million on golf. huffpost.com/entry/trump-go…

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Aakash Gupta
Aakash Gupta@aakashgupta·
The timeline on this is genuinely insane. October 2025: Sam Altman flies to Seoul and signs simultaneous deals with Samsung and SK Hynix for 900,000 DRAM wafers per month. That's 40% of global supply. Neither company knew the other was signing a near-identical commitment at the same time. Those deals were letters of intent. Non-binding. No RAM actually changed hands. But the market treated them as gospel. Contract DRAM prices jumped 171%. A 64GB DDR5 kit went from $190 to $700 in three months. December 2025: Micron kills Crucial, its 29-year-old consumer memory brand, to reallocate every wafer to AI and enterprise customers. The company explicitly said it was exiting consumer memory to "improve supply and support for our larger, strategic customers in faster-growing segments." Translation: the AI demand signal was so loud that selling RAM to PC builders stopped making financial sense. March 2026: Google publishes TurboQuant, a compression algorithm that reduces AI memory requirements by 6x with zero accuracy loss. Cloudflare's CEO called it "Google's DeepSeek." The entire thesis that AI would consume infinite memory forever just got a six-month expiration date on it. Same month: OpenAI and Oracle cancel the Abilene Stargate expansion. The $500 billion data center vision that justified the RAM deals couldn't survive its own financing terms. Bloomberg attributed the collapse partly to OpenAI's "often-changing demand forecasting." MU is now down ~33% from its post-earnings high. Revenue up 196% year over year, EPS up 682%, and the stock is in freefall because the company restructured its entire business around a demand signal that came from non-binding letters and is now being compressed out of existence by a research paper. Micron bet the consumer division on Sam Altman's signature. The signature was worth exactly what the paper said: nothing binding.
Grummz@Grummz

Imagine closing your entire consumer memory division because this guy signed a non binding letter that he would buy 40% of the world’s RAM. Only to have him rug pull 3 months later.

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☀️AliquisNovus☀️
Memory manufacturers pivoted almost entirely out of every other sector off a NON-COMMITTAL LETTER OF INTENT from the guy known for LYING NONSTOP. You can’t make this shit up.
Hardware Canucks@hardwarecanucks

Turns out Sam Altman "buying up" 40% of DRAM wafers was actually him writing Letters of Intent. Letters he supposedly had / has no intention of converting to actual purchases now. And memory manufacturers are just getting DUMPED on today.🍿🍿

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大河Z
大河Z@nxcwydmw·
幽!魂!形!态! #slaythespire2
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pipi
pipi@pp9072704·
#slaythespire2 LET'S DANCE!
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horse dentist
horse dentist@equine__dentist·
when does it stop feeling like this
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while (life?0)
while (life?0)@dg2eyespoison2·
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Rishap Vats
Rishap Vats@VatsRishap·
The fact that CENTCOM downplayed this hit and the Wall Street Journal reported the aircraft as only being “damaged” should tell you something about how credible American public pronouncements are becoming at this juncture of the conflict.
OSINTtechnical@Osinttechnical

New image reportedly showing the USAF E-3 Sentry destroyed in an Iranian attack at Prince Sultan Airbase on Friday. Matches 81-0005, an E-3C seen deployed to the base in recent weeks.

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