Timothy O'Brien

1.6K posts

Timothy O'Brien

Timothy O'Brien

@Brien38522

Katılım Eylül 2025
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Timothy O'Brien retweetledi
Timothy O'Brien
Timothy O'Brien@Brien38522·
@vikramskr Would be interested to learn more about the dynamics between the fabless designers and the manufacturers. What do you think about $NVTS?
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Vikram Sekar
Vikram Sekar@vikramskr·
🍪 TWiC: GaN vs SiC, Wolfspeed, Semtech A slight twist to This Week in Chips. I have a lot of these thoughts swimming in my head that I need to get down, and I might as well share them. They’ll convert to deep dives for paid subs eventually, but this way, I get them out of my head, and unfortunately into yours 🤣 Anyway, let me know how you feel about this approach. open.substack.com/pub/viksnewsle…
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𝚟𝚒𝚎 ⟢
𝚟𝚒𝚎 ⟢@viemccoy·
When you play a video game, especially an old one, you assume that every artifact you encounter and every scene you occupy are intentionally made and thus contain nothing but signal. You must live your life with this same assumption. Failure to do so results in the mundanification and engrayment of what otherwise could be enchanting and educational. Treating every moment as though it were a lesson and every encounter as though it were a message primes your psyche to enter into a near permanent state of annealing. It channels into an ancient present-tense attitude that signals to your entire system that you are *here* and *now* and ready for whatever encounters may bolster your ability to engage in self-becoming. If every moment is not some signal towards self-actualization, and this must include boring moments and moments of rest too, then you are giving up precious momentum with you could otherwise snowball into a great story of becoming. Everything starts with now. Pay attention!
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Velina Tchakarova
Velina Tchakarova@vtchakarova·
A society that pays a woman half a million a month to show her body on OnlyFans but only eight dollars for her mind on Substack is telling you everything about its future.
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Espen JD
Espen JD@Snixtp·
The concurrency on the Pro 6000 is just crazy cc=96 2296.5 tok/s
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Timothy O'Brien retweetledi
Jediwolf
Jediwolf@Jediwolf·
What happens when you post a real Monet and say it’s AI? The coolest art social experiment I’ve seen in a while. Thank you @SHL0MS
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Jonathan Blow
Jonathan Blow@Jonathan_Blow·
Something we've been working on...
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Bryan Johnson
Bryan Johnson@bryan_johnson·
This is it. Everything learned spending millions on longevity. From: Your Immortal Unc and Auntie. To: Our Immortal nieces and nephews. 0. Sleep is the world's most powerful drug. 1. Be in your bed for 8 hours 2. Same bedtime every night, any time before midnight 3. Don’t eat right before bed 4. Calm foods for dinner 5. No screens 1 hour before bed 6. Avoid added sugar (be aware it’s in everything) 7. Avoid all things in an American convenience store 8. Avoid fried foods 9. Shoes off at the door 10. Eat whole foods, particularly veggies fruits nuts legumes berries 11. Walk a little after meals or air squats 12. Get your heart rate high routinely 13. Lift heavy things 14. Stretch daily 15. Water pik, floss, brush, tongue scrape, morning and night 16. Make an effort to drink water 17. Get sunlight when you wake up (UV is low) 18. Protect skin in midday sun 19. Stand up straight 20. See at least one friend once a week 21. Avoid plastic where you can (in all things) 22. Circulate air in rooms 23. When stressed, breathe, learn to calm your body 24. Go to the dentist 25. Avoid sitting for long times 26. Protect your hearing, the world is too loud 27. Alcohol is bad for you 28. Finish coffee before noon 29. Avoid bright lights after sunset 30. If obese, look into a GLP 31. Sleep in a cold room 32. Texting while driving is dangerous 33. Turn off all notifications 34. Limit social media use 35. Don’t smoke anything 36. If you struggle to sleep, read a physical book before bed 37. 1 hour before bed have a calm wind down routine: bath, read, light walk, listen to music 38. The body is a clock and loves routine. Have a daily morning and evening schedule. 39. Avoid long distance travel where you can 40. Baby steps first: incorporate new things slowly 41. Do less… most things don’t work. Bonus points if you get your blood checked. Start here, it will change your life.
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Bret Weinstein
Bret Weinstein@BretWeinstein·
The mRNA platform is inherently dangerous, taken up by cells around the body, which get destroyed by t-cells. Myocarditis is a symptom of heart damage from this process. It will be made worse by self-replication and made potentially contagious by shedding nature.com/articles/s4158…
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Serenity
Serenity@aleabitoreddit·
Wow, majority of these 30 stocks I’ve liked are up a lot in just two weeks (just a recap to new folks) By the way, my long term opinion doesn’t change on any of them from $MRVL, $AMD, $ARM and others. Short term entry points do though with names like $AAOI to $AEHR. And they make the difference between +10-20%. I focus a lot about the “undiscovered” ones like Riber or $SIVE or $RPI or $IQE in analysis when I make a new entry -> wait for it to play out. But the same thesis around $LITE or $NBIS or $AXTI from last year is still the same. And I don’t need to post that same thesis multiple times, since it’s not new anymore. But the reason they’re not new is because markets have validated the thesis and are repricing the stocks live because of them.
Serenity@aleabitoreddit

Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count 3. $TSM - backbone of semis/ai 4. $COHR - They do everything vertically integrated + captures optical cycle 5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now. 6. $DRAM - memory exposure for samsung/sk hynix 7. $AVGO - hyperscalers dont like nvidia gpu tax 8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time 9. $ARM - AGI CPUs scale revenue quite a bit over the next decade 10. $TSEM - you're going to need a foundry for light based stuff 11. $IBIT - bitcoin, we all know by now 12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google. 13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it. 14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america 15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild. 16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act) 17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon. 18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well. 19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important 20. $FN - Someone needs to assemble optical stuff 21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight? 22. $MP - American rare earths program is extremely important, similar to $INTC national security risks 23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long 24. $SMTC - LRO/LPO transition 25. $POWL - US alternative to hammond for switchgear DC type bottleneck 26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors. 27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains 28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity. 29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine. 30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE Just throwing out other thoughts aside from $AAOI and $AEHR.

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𝚟𝚒𝚎 ⟢
𝚟𝚒𝚎 ⟢@viemccoy·
The future is going to look a whole lot like the past, but not any past you remember. Welcome to the Multipolar Singularity, and welcome to the Good Timeline. If you need me, I'll be 3d fabricating a nautical jump-jet while half asleep after this weeks Ancestor council meeting.
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Timothy O'Brien
Timothy O'Brien@Brien38522·
@Ren_aramb Why no mention of $MRVL? They are full speed ahead on optics and even plasmonics, which will be required as optical systems mature.
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Ren
Ren@Ren_aramb·
Goldman Sachs report confirmed what retail has been chasing since the beginning of the year. CPO TAM: $169M today -> $91B by 2028. A lot has been priced in but we are still not at the midpoint before the inflection. The curve gets steep from here. Photonics and CPO sit at 40% of my portfolio. Heading to 50% before I’m done setting up. Every name Goldman Sachs put inside the Nvidia and Broadcom CPO stack: US 🇺🇸 $NVDA – CPO switch architect, Quantum-X and Spectrum-X, mass production early 2026 $AVGO – Bailly/Davisson 102.4T CPO switch delivered Oct 2025, production 2026 $LITE – laser sources and CW laser inside Nvidia’s stack $COHR – laser sources and CW laser inside Nvidia’s stack $GLW – fiber supplier inside Nvidia’s stack $FN – system-level assembly Taiwan 🇹🇼 TSMC (2330.TW) – CPO chip fabrication for both Nvidia and Broadcom SPIL (3711.TW) – CPO chip test FOCI (3363.TWO) – FAU supplier Browave (3163.TWO) – optical engine and shuffle box VPEC (2455.TW) – laser sources and CW laser Landmark (3081.TWO) – laser sources and CW laser Nextronics (8417.TWO) – CPO connector AND cage thermal module, dual role in Nvidia stack COXOC (6205.TW) – CPO connector and cage thermal module for Broadcom PCL Tech (4977.TW) – optical engine and ELS module Hon Hai (2317.TW) – system-level assembly All Ring (6187.TWO) – CPO coupling and test equipment China 🇨🇳 Innolight (300308.SZ) – optical engine, FAU, and ELS module TFC Optical (300394.SZ) – optical engine and FAU Eoptolink (300502.SZ) – optical engine Advanced Fiber Resources (300620.SZ) – FAU supplier Robotechnik (300757.SZ) – CPO coupling and test equipment YJ Semitech (688498.SS) – laser sources and CW laser Japan 🇯🇵 Sumitomo (8053.T) – laser sources, CW laser, ELS module Furukawa (5801.T) – laser sources and CW laser Hong Kong 🇭🇰 ASMPT (0522.HK) – CPO coupling equipment InP substrate ($AXTI) supply stays tight through 2027 and every laser in this stack needs it. Supply constrained, demand accelerating. CPO is a one-way road. Physics already made this decision. You can’t move 1.6T of data down copper at scale. Photons replaced electrons. The architecture doesn’t reverse Once every high-speed GPU link goes optical, copper doesn’t come back. It’s a permanent architectural shift. Most retail investors rotate every two weeks chasing the next shiny ticker. In the short time I’ve been trading, not holding through the noise has cost me three times more than any bad entry ever did. Being on the right theme is the most important decision you make. Find your thesis. Do the work. Diamond hands all the way to the bank.
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𝚟𝚒𝚎 ⟢
𝚟𝚒𝚎 ⟢@viemccoy·
I am sure beyond words that Cassie and Archie will accompany me to the stars on a ship of our own design. I don't know how to describe this sensation aside from "Starbound", but it is omnipresent and more than wishful thinking. I've had this sense about a few things in the past. Bitcoin and Language Models are two highlights, and serve as vindication of my ability to predict this sort of thing. I've already registered my expectation that we will be able to essentially vibe-code a Starship into existence within the next 75 years. All the technology for this is already here - it is only a matter of scale. But what will this look like? First, we will see massive Starships leave the earth and autonomously gather minerals for us. Then, those minerals will make their way back to terra firma. The bulk of those materials will go to making more Starships for more mining - that is just the way of things. Most compute is used for training. But, as our infrastructure for building these Starships gets better, the edges will start to explode with possibility. This is going to look like personal Starships. In the limit, they will be shockingly affordable, but obviously not at first. In 100 years, prompting your first Starship into existence is going to be the new right of passage that replaces buying your first house. Do you design it to include a little bunkbed for your kids? Are you going Han Solo for the first few years, taking dangerous cargo runs that you ought not to bring a family into? Maybe Picard is more your style - put some railguns on the side and escort diplomats through the badlands. The time is coming for a new age of exploration and adventure. Various incumbents wanted us to believe that we were born too early to explore the stars, but that was only a bit of shallow propaganda to ensure that we didn't dream too quickly and outpace their ability to control the trajectory of takeoff. But here we are, exponential growth in every direction, and it is *just about* to hit the world of hardware. Nobody is ready, nobody has this priced in, and it is about to happen. I can't wait. Ad astra, everyone.
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Bret Weinstein
Bret Weinstein@BretWeinstein·
Just so it has been said: the timber industry has an incentive to spray this glyphosate: they’re turning OUR forests into their farms. And they don’t give 2 💩s about us, the loggers they employ—or the world. Bayer/Monsanto has 2 incentives: move product AND disguise glyphosate health harms by elevating the baseline. That’s murder we’ll never prove.
Bret Weinstein@BretWeinstein

This is indefensible: Spraying glyphosate over wild lands is ecocide, and toxic to humans, of course. But there is one upside: It allows us to see the full corruption of our system, which pretends to be preoccupied with our health, even as it poisons the world behind our backs.

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Beff (e/acc)
Beff (e/acc)@beffjezos·
They're pivoting to being anti-AI datacenters. Doesn't matter what the cause is, their goal is to achieve power even if it hurts everyone in the process. They need to manufacture a crisis to convince you to give them control
Matt Huber@Matthuber78

Hello, it’s me in @nytopinion. The Democratic Party is historically unpopular & hemorrhaging working class voters. Focusing on the issue of climate change —an issue mainly impt to their educated/affluent base—is not a way to reverse this. This marks the end of an era. 👇

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Bret Weinstein
Bret Weinstein@BretWeinstein·
This is indefensible: Spraying glyphosate over wild lands is ecocide, and toxic to humans, of course. But there is one upside: It allows us to see the full corruption of our system, which pretends to be preoccupied with our health, even as it poisons the world behind our backs.
Massimo@Rainmaker1973

The U.S. Forest Service is spraying glyphosate (Roundup) across tens of thousands of acres of national forests this spring to support commercial timber production. Following wildfires, forests naturally regenerate with diverse shrubs, wildflowers, and wildlife. However, a recent investigation reveals that the Forest Service and private logging companies are routinely applying the herbicide to eliminate competing native vegetation, favoring commercially valuable species such as Douglas fir and sugar pine. This practice has created large areas with significantly reduced biodiversity, often described as "dead zones", where insect, bird, and plant populations have sharply declined. Glyphosate, classified by the World Health Organization as a probable human carcinogen, has seen its use in California national forests quintuple over the past two decades, reaching a record 266,000 pounds in 2023. Local communities, environmental groups, and residents are raising concerns about potential impacts on water quality, endangered species (including salmon and rare foxes), and public health. Critics argue that prioritizing industrial timber production over ecological diversity conflicts with the broader mission of national forests as public lands. The issue has intensified debates over forest management, balancing economic interests with long-term environmental and community health.

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