CF

1.2K posts

CF

CF

@CFan6888

Engineer. Tesla shareholder since 2018.

San Jose, California Katılım Mart 2023
386 Takip Edilen125 Takipçiler
CF
CF@CFan6888·
@Tehran_lives Xạo thấy mẹ. Translate it!
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Tehran Live News
Tehran Live News@Tehran_lives·
🚨#Bigbreaking 🇮🇷🇦🇺 , a ship accident and maritime incident have been reported in waters linked to Iran. Amid rising tensions around the Gulf waters and the Strait of Hormuz, maritime security agencies have been placed on high alert.#iran #bigbreaking
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ResourceGeopolitics
ResourceGeopolitics@ResGeoPol·
Respect to Aaron David Miller — he’s a veteran voice with real experience — but calling this a “strategic defeat” for the US/Israel after ~2.5–3 months is the classic “if we stop tomorrow, we lose” take. Reality on the ground tells a much more nuanced story. Iran “survived,” sure. No one expected the regime to collapse in weeks against a peer-level air campaign. But survival came at a brutal cost, and the regime is far from intact: •US/Israeli strikes destroyed or heavily damaged hundreds of ballistic missile launchers — reports put it around 300+ out of their pre-war inventory. A significant chunk of the precision-guided and long-range arsenal is gone or buried. •Key production sites for missiles, fuel, and explosives took hits (petrochemical facilities in places like Bandar Imam and Mahshahr). Rebuilding that under sanctions and with disrupted supply chains isn’t quick. •Nuclear sites (Natanz, Fordow, Arak-related) were degraded. The program is set back years, not months. That’s not nothing when the whole point was preventing a nuclear Iran. •Leadership decapitation: Supreme Leader Khamenei is dead from the early waves. Large parts of senior IRGC command are gone. The regime is running on a more fragmented, harder-line structure now — which makes negotiations messier, not stronger. Yes, Iran is still firing occasional barrages (mostly cluster munitions, many intercepted) and holding the Strait of Hormuz for now, charging ships and causing headaches. That’s a tactical nuisance and economic leverage, not a strategic win. Their “thousands of missiles in one go” capability from 2024 is degraded. Proxies like Hezbollah and the Houthis are also bleeding. The economy is wrecked, oil exports hammered, internal protests simmering. China is helping with some chemicals and parts, but this isn’t an “untouched arsenal” — it’s attrition warfare where Iran is burning reserves while the US/Israel maintain air superiority and intelligence dominance. Miller’s quote frames it as “Iran in no rush.” Fair point on their resilience, but they’re also not in a position of strength to dictate terms forever. Indirect talks are happening (via Oman, Qatar, Turkey channels), and Tehran knows another major round would be even worse for them. This wasn’t about occupying Iran or full regime change — it was about degrading the missile/nuclear/proxy threat. On that scorecard, the US-Israel side achieved a lot of its operational goals. Iran didn’t “win” by simply not falling in 90 days. Surviving on life support while your capabilities are rolled back isn’t victory — it’s costly endurance. Bottom line: Air power, precision strikes, and sustained pressure still matter. Iran showed it can absorb hits and keep fighting asymmetrically. But claiming strategic defeat for the side that degraded the enemy’s most dangerous tools while keeping its own forces largely intact? That’s more narrative than battlefield reality. Facts over vibes. The war isn’t over, but the balance sheet isn’t the one-sided loss some analysts want to paint.
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CF
CF@CFan6888·
@_MAGA_NEWS_ What that tiny boat can do in the Strait?
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WORLD NEWS
WORLD NEWS@_MAGA_NEWS_·
JUST NOW: In a massive development that nobody saw coming, UK Prime Minister Keir Starmer is deploying HMS Dragon, a single Type 45 destroyer, near the Strait of Hormuz as part of a UK-France-led multinational effort to secure shipping.
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CF@CFan6888·
@LogicalThesis Use the cyclical method to invest cyclical stocks and that will be fine.
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ᴛʀᴀᴄᴇʀ
ᴛʀᴀᴄᴇʀ@DeFiTracer·
🚨 BREAKING: 🇺🇸🇮🇷 IRAN HAS JUST OFFICIALLY CONFIRMED THAT THEY ARE CLOSE TO A DEAL WITH THE U.S. THIS DEAL INCLUDES A 12-YEAR HALT TO ITS NUCLEAR PROGRAM AND A STOP TO ALL MILITARY ACTIONS OIL JUST DUMPED BELOW $95 AND THE STOCK MARKET IS PUMPING ON THIS NEWS LOOKS LIKE THE WAR IS ENDING!!
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CF@CFan6888·
This "Radical" Left lost the last pair short pants.
Citron Research@CitronResearch

Citron is Short $SNDK — They Don't Ring a Bell at the Top We don't need Anthropic to announce they're making NAND. Samsung is already the 800-pound gorilla, and they've been running this playbook for 30 years. While TV pundits pound the table herding retail into cattle cars, Western Digital, the long time investor, sold a significant portion of its holdings days ago, 25% lower. Ask yourself why. Because they know the cycle is approaching a peak, and they're not waiting for the bell. The market is pricing SanDisk like it's $NVDA. There's one problem: NVIDIA has a moat. SanDisk sells a commodity. We've seen this movie before 2008, 2012, 2018. It's never different this time. Memory is a cycle, and cycles peak. Samsung has a 30-year history of choosing market share over margins. They wait for pure-plays like SanDisk to get comfortable at 50% gross margins, then flip the switch. But this time it's worse. Every $SNDK bull should read attached article Samsung just told the world they won't sell anything under 50% margins and they're moving their best chips into the same premium SSD market SanDisk calls home. They're not just the capacity gorilla anymore. They're going after SanDisk's best customers with cheaper, newer technology. And the only thing keeping supply tight right now? Samsung's temporary yield problems in another product line. That bottleneck has an expiration date. With double the capacity of the 2018 peak waiting in the wings, this "shortage" is a supply mirage that can vanish in a single earnings call. Hockey shout-out: Shorting $SNDK is skating to where the puck is going. By the time the cycle normalizes, this stock will already be much lower. technetbooks.com/2026/02/samsun…

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CF@CFan6888·
@Irantimes01 Even if you can make the bomb by reverse engineering, it will be useles for you. You know why? Because you can't find a bunker to bust.
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Iran Times
Iran Times@Irantimes01·
Iran has handed over 15 unexploded U.S. missiles and bombs, including an intact GBU-57 bunker buster, to research teams for reverse engineering.
Iran Times tweet media
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Apple Lamps
Apple Lamps@lamps_apple·
$25/hr = $52,000/year for one full-time worker. Mississippi's median household income… $56,000. CBO scored $15/hr at 1.4 million jobs lost. $25 is 245% above today's $7.25. The "Stanford economist" pushing this was a visiting lecturer with no PhD, whose wife's family trust... - Made 35,000+ stock trades since he took office - $620 million in lifetime trades - $105 million in stock trades LAST YEAR. - Beat the S&P by 112% in 27 months - Bought Russian Yandex three weeks before Putin invaded Ukraine He IS the investor class. The minimum wage push is just the script for his presidential run.
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Ro Khanna
Ro Khanna@RoKhanna·
I co-introduced historic legislation to increase the minimum wage to $25. As someone who taught economics at Stanford, here is why it makes sense. The real minimum wage was $14 in 1968. Today it is half, but productivity has increased 2.5x. Instead of extractive capitalism, we need a free enterprise system that pays workers what they are worth.
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CF@CFan6888·
@DI313_ This is from a video game.
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Defense Intelligence
Defense Intelligence@DI313_·
‼️🇷🇺 🇺🇦 A single Ukrainian drone wipes out an entire Russian squad.
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J Yosef Wijaya
J Yosef Wijaya@wijayagopala·
@MarioNawfal As I've said before Trump admin needs to get this: Iran will only trade its nuclear program for 3 things: no-attack guarantees from US/Israel, sanctions relief & a less hostile region. Without those, Iran won't budge. x.com/wijayagopala/s…
J Yosef Wijaya@wijayagopala

@MarioNawfal For the US to offer a genuine deal, it has to accept this: Iran's going nuclear for energy coz oil won't last forever. To avoid weaponization, offer real guarantees: no attacks, lift sanctions & help stabilize the region.

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CF@CFan6888·
@ClownWorld @Grok: Is that true? What is the name of the guy?
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USA NEWS 🇺🇸
USA NEWS 🇺🇸@usanewshq·
The worst disaster ever captured on camera
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Visioner
Visioner@visionergeo·
🇺🇲🇮🇷BREAKING | U.S. Central Command announced that, as part of the American-imposed blockade on Iranian ports, vessels under sanctions will be liable to interception, boarding, inspection, and potential seizure. See the latest updates with us: @visionergeo
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Samantha Smith
Samantha Smith@SamanthaTaghoy·
“MMIWG2SLGBTQQIA+” The Canadian government just dropped this absolute monstrosity (and no, it isn’t satire).
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Desert Fox
Desert Fox@AZ_desertfox·
@EVKontorovich Just because someone says that something is against international law doesn't mean that it is. All warfare involves bridges and power stations and such infrastructure. ALL warfare, and always has.
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Eugene Kontorovich
Eugene Kontorovich@EVKontorovich·
The notion that international law prohibits attacking bridges or power stations in war is ludicrous, and the U.S. and its allies did so extensively in WWII, Korea, Vietnam, the Gulf War and even the 1999 air campaign against Yugoslavia, which left most of Serbia without electricity.
Clash Report@clashreport

The UK will refuse U.S. requests to use British bases for strikes on Iranian bridges or power plants. UK officials argue these targets are civilian infrastructure and could make such attacks a potential war crime, so permission will not be granted. Source: The i Paper

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CF@CFan6888·
@RealDanODowd Dan love to be insulted some he comes here every other day to get what he love to.
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Dan O'Dowd
Dan O'Dowd@RealDanODowd·
Another lie from Tesla as they desperately try to pump their meme stock and sell their defective self-driving software. FSD doesn't slow down in the rain and will hydroplane your car into a wall, as this person found out:
Tesla@Tesla

FSD Supervised can reduce risk of hydroplaning Through Tesla Vision, your Tesla continuously estimates the wetness of the road in rainy conditions. Using that data + real-time vehicle input & response + estimated tire tread depth, it can then automatically change your speed profile to Chill & adjust speed as needed to help keep you safe

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Charles Erlandson
Charles Erlandson@FrErlandson·
@xDaily It would be great to work for Elon if you wanted to work 80 hours a week and we're very driven and willing to live with a great deal of stress and not know what true rest is. I know someone who work for him and he said this is routinely the experience he had had.
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X Daily News
X Daily News@xDaily·
INSIGHT: What working for Elon is actually like.
X Daily News tweet media
Nikita Bier@nikitabier

@pdotcv I have done a tour of duty at all of BigTech: engineers & designers have more autonomy here to execute than any place on Earth. In fact, the environment is the opposite of what you’re suggesting: the people most successful here are the ones most comfortable debating decisions.

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CF@CFan6888·
@Teslaconomics Where is this location? Tesla sales office parking lot?
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Teslaconomics
Teslaconomics@Teslaconomics·
This is why California should change its name to Teslafornia
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Yann LeCun
Yann LeCun@ylecun·
@dchaplot We'll take bets on how long you will last 😄
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Devendra Chaplot
Devendra Chaplot@dchaplot·
I'm joining SpaceX and xAI, working closely with Elon and team to build superintelligence. Together SpaceX and xAI combine physical and digital intelligence under a leader who understands hardware at the deepest level. Add a high-agency culture with frontier-scale resources, and you get the possibility to achieve something truly unique. I’m excited to advance the fields I’ve obsessed over for years, from robotics research to building AI models on the founding teams of Mistral and TML. Both were extraordinary journeys with extraordinary people that shaped how I think about building intelligence from the ground up. Grateful for everything that brought me here and can’t wait to get started.
Devendra Chaplot tweet media
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