Enes

@zerohedge It's nothing but a wishlist. Blatantly coordinated, designed to be released right after close so that it can pump up the markets in thin liquidity too!

A ceasefire for a period of one month will be announced according to a mechanism that Witkoff and Kushner are working on, according to AI Arabiya citing Israeli Channel 12 The US aims at a month-long ceasefire The agreement with Iran is very similar to the understandings in Gaza and Lebanon A 15-point agreement will be negotiated during the month of a possible ceasefire. The 15 Clauses of the Agreement with Iran (Via AI Hadath) 1. Automatically cancel the threat of reimposition of sanctions. 2. Dismantling Iran's Existing Nuclear Capabilities 3. Agreement with Iran... Iran vows to "never seek" nuclear weapons 4. Preventing the enrichment of any nuclear material on Iranian territory 5. Delivery of enriched uranium to IAEA 6. Decommissioning and destroying the sites of Natanz, Isfahan and Fordow 7. Grant the IAEA full access to all information 8. Iran abandons 'proxies' approach 9. Stopping funding and arming militias in the region 10. Keeping the Strait of Hormuz open without any closure 11. Postponement of decision on ballistic missile program 12. Ballistic missiles are only used for defense 13. Lifting all sanctions on Iran 14. Support for the development of a civilian nuclear program in Bushehr 15. Automatically cancel the threat of reimposition of sanctions via AI Arabiva citing Israel's Channel 12 and also via AI Hadath citing Israel's Channel 12

@Citrini7 I'm guessing the only way this can happen is simultaneous Trump TACO with Iran accepting it. Don't see an another way stocks will be higher. Oil shock is simply too destructive at the moment.

Does anyone have a very strong view as to why stocks will be higher 4-8 weeks from now? It’s starting to feel a bit one-sided (not that stocks can’t go down when it’s like that)

@9LULf7IVIb57Y5Q @blacknredtext I live in the Netherlands and this is not normal or very appropriate. Many people would immediately cut off such a loser.

@blacknredtext It is completely appropriate in the culture for you to send them a bill for the ride.

anon sub

@zoomer_tate @mmjukic Customer funds are not there for them to play with. Those deposits do not belong to them. They should've just stuck to their business and profited from transaction commissions.

@mmjukic well. they lost -$8B customer funds and would have made over +$45B so not much of a wash

Yeah well all they had to do was not steal all their customers' money to gamble with it in the meantime and they failed to pass that bar so I think it's kind of a wash

本日のホルムズ海峡。

@DeItaone Will this tweet disappear in one hour too? Asking for a friend.

WRIGHT: HORMUZ TANKER ESCORT LIKELY BY END OF MONTH

It's not a conspiracy theory. It's happening and have been happening for some time. They're doing it for movies, TV series and video games too. After I became aware of it, I got a NAS and started storing all kinds of stuff in it. Any important book, I buy physical too of course. Everyone should be doing it to protect themselves from retroactive censorship and tampering in my opinion.

I sound like a conspiracy theorist when I talk about this, but if you want to be able to reliably refer back to the same text over and over you need physical books or a hard drive full of PDFs. Anything on the cloud can be ‘updated’ and ‘revised.’

@DeepDishEnjoyer I'm more of a Legend of the Galactic Heroes man myself. Great choice though!

imagine watching the record of lodoss war (1990) while the gulf war is launched and doubles the price of oil #vibes #retro #anime

@DeItaone That's right. Pour some more fuel to the fire. Nothing else is happening anyway. The world is a snoozefest. We need more excitement.

USTR GREER: EU HAS DONE 'APPROXIMATELY ZERO PERCENT' OF WHAT WAS AGREED IN BI-LAT TRADE DEAL

Oh my sweet child, you don't know the half of it. They consider that "false entrepreneurship" in Europe. In the Netherlands, they destroyed the high end contractor market just to force people into employment and tax them more. Many people were doing exactly that, working on a single client projects for as long as it took. "It's B2B, so it's between business entities" you say. They say "no" to squeeze more money out of you. I have to constantly watch my back because my trading income is higher than my business income for some years. Tax office can try to challenge me here and say "trading is your real job, not software engineering so we tax that as income" just to screw more money out of me. You see firsthand why Europe is sinking with these kinds of policies. It's so crazy out here...

@DumbsYT @rattecs I dont really understand what the problem he is facing is. It is not in anyway illegal if Navi has a contract with Aleksis company. Then he is the sole employee and the company gets paid all the money. Thats how contractor work works in many fields.

TLDR: Ran €598k of his personal CS prize money + salary through his own company to pay less tax. Tax office: “Nah bro, we consider that personal income.” > Charged with aggravated tax fraud > Owes 200-300k+ in back taxes Court in April 2026.

It took me less than two minutes to find the roll call for Germany’s reckless and idiotic decision to shut down all nuclear power plants. Of course, Ursula von der Leyen voted for it. She is absolutely shameless, parading a false air of credibility over total hypocrisy.

@DeItaone He's laying the groundwork for TACO. After they bomb the nuclear facilities and raid it with delta force to finish the job, Trump will announce "mission accomplished" and will de-escalate. Iran's missile capabilities are already degraded.

*GOALS OF IRAN MISSION ARE CLEAR, TO DESTROY MISSILES: RUBIO *IRAN IS A 'TERRORISTIC REGIME' AND IS ATTACKING NEIGHBORS

So Micron is sold out for 2026, negotiating higher prices for 2027, Jensen Huang just some weeks ago also comes out and says "We're Micron's biggest customer" but Micron won't be used on Vera Rubin. Something doesn't add up here and I feel like we're reading negative Korean propaganda. I'll be waiting for the Micron's earnings call in 1,5 weeks for clarity. $MU

NVIDIA's Vera Rubin to Use Only Samsung and SK Hynix HBM4 Samsung Electronics and SK Hynix's sixth-generation High Bandwidth Memory (HBM4) will be incorporated into NVIDIA's next-generation AI accelerator "Vera Rubin," slated for release in the second half of this year. Micron, the world's third-largest memory company, has been excluded from the HBM4 supply chain for Vera Rubin — a result widely interpreted as a recognition of Korean memory makers' technological superiority in key HBM4 performance metrics such as operating speed and bandwidth. According to industry sources on March 8, Samsung Electronics and SK Hynix have been confirmed as suppliers on NVIDIA's Vera Rubin vendor list. The two companies have been provisionally selected as HBM4 suppliers for the flagship next-gen AI accelerator, whose performance hinges critically on this component. HBM4 is an AI server memory chip manufactured by stacking 8 to 16 layers of advanced DRAM built on 11–13nm process nodes atop a base die, enabling rapid delivery of large volumes of data to the GPU in AI accelerators. Micron, which currently supplies HBM3E to NVIDIA, has been dropped from the Vera Rubin HBM4 vendor list. The company is expected to supply HBM4 for mid-tier AI accelerators optimized for inference — such as the "Rubin CPX" — rather than for Vera Rubin itself. The selection of Samsung and SK Hynix as the sole HBM4 suppliers reflects their ability to meet NVIDIA's performance and yield requirements. Samsung has effectively passed NVIDIA's bifurcated HBM4 qualification tests targeting operating speeds of 10Gb/s and 11Gb/s. SK Hynix is in the process of optimizing its product for the 11Gb/s test. Samsung's foundry division has also won an order to produce NVIDIA's GPU "RTX 3060," which the company has decided to resume manufacturing, with production set to begin shortly on an 8nm process. Only Samsung and SK Hynix at the Heart of NVIDIA's "Monster AI Chip" — Micron Eliminated Since around 2022, when the AI era began, NVIDIA has been the company that determines the fate of memory semiconductor firms. Those that made it into NVIDIA's HBM supply chain became central players in the AI industry; those that didn't saw their standing diminish. Samsung was a prime example — the two-year crisis narrative that plagued Samsung Semiconductor was triggered by delays in HBM3 supply to NVIDIA and only subsided last September when Samsung passed NVIDIA's HBM3E 12-layer qualification test. Against this backdrop, the selection of Samsung and SK Hynix — and exclusion of Micron — as Vera Rubin HBM4 suppliers is being assessed as highly significant. It opens the door to large-scale NVIDIA shipments over the next one to two years, securing their HBM dominance. High-Spec HBM4 Orders According to industry sources on March 8, Vera Rubin hardware will be unveiled for the first time at NVIDIA's developer conference GTC 2026, scheduled for March 16 in Silicon Valley. While no official launch date has been set, a second-half 2026 release is expected. NVIDIA is putting everything into making Vera Rubin's performance more than five times greater than its predecessor, in order to decisively outpace rivals including AMD and Broadcom. More than 80 partner companies worldwide are aligning with NVIDIA to support the launch of this "monster AI accelerator." Since last year, NVIDIA has identified HBM4 as the critical component underpinning Vera Rubin's success, pushing memory companies to develop high-performance products. It demanded operating speeds exceeding 10Gb/s — well above the 8Gb/s JEDEC standard — for Vera Rubin's HBM4. Capacity has also been scaled up: Vera Rubin will incorporate 16 HBM4 stacks totaling 576GB, surpassing the 432GB HBM4 capacity in AMD's competing next-gen AI accelerator, the MI450. Micron Eliminated from Vera Rubin Global memory companies competed fiercely for Vera Rubin HBM4 supply contracts. Winning over NVIDIA — which commands over 80% share in the AI accelerator market where HBM is heavily integrated — means both technological validation and guaranteed strong earnings. The race for Vera Rubin HBM4 has narrowed to Samsung and SK Hynix. Micron does not appear on the vendor list. "Micron isn't even being discussed as a Vera Rubin HBM4 supplier," one industry source said. Between the two, Samsung has recently pulled ahead. Samsung has effectively passed NVIDIA's bifurcated qualification tests for both 10Gb/s and 11Gb/s variants of HBM4, and began shipping finished products to NVIDIA last month, albeit in limited volumes. SK Hynix is continuing product optimization with NVIDIA to pass the 11Gb/s test. Given that the process from HBM4 DRAM wafer input to final packaging takes over six months, both companies are expected to begin full-scale HBM4 production as early as this month. Micron is not entirely out of the HBM4 picture, however — it is likely to supply HBM4 for mid-tier products in the Rubin series rather than for Vera Rubin itself. Commodity DRAM Pricing Is a Wild Card Volume allocations and pricing for Vera Rubin HBM4 have yet to be finalized. Some industry observers suggest that while SK Hynix will retain more than half of NVIDIA's total HBM shipments — including HBM3E — this year, Samsung may emerge as the largest supplier when it comes to Vera Rubin HBM4 specifically. Samsung recently expressed strong confidence, stating that its HBM revenue this year will be triple that of last year. A key variable is commodity DRAM pricing, which has been roughly doubling quarter-over-quarter. The per-Gb price of server DRAM modules such as SOCAMM2 has reportedly risen to approximately $1.30 — approaching the level of HBM3E, the flagship HBM product. From Samsung's perspective, producing commodity DRAM — which does not require the additional expensive stacking processes that HBM4 demands — may be more profitable. Jensen Huang's meeting with SK Hynix engineers in Silicon Valley to encourage HBM4 development is also being interpreted as a move to check Samsung's growing negotiating leverage. "Samsung holds HBM4, commodity DRAM, and other products, giving it a diverse set of negotiating cards it can play with NVIDIA," one industry observer noted. $MU

All these people in the comments that read this as some kind of escalation against Cyprus: You should get more educated and stop commenting. It's embarrassing to read all these terrible takes. Obviously this deployment is to Northern Cyprus for protection, not the southern part. Northern Cyprus is an independent country (not recognized internationally, yes). There is no escalation here. Turkey is just aiming to better protect Northern Cyprus against missiles from Iran.

TURKEY IS CONSIDERING DEPLOYMENT OF F-16 AIRCRAFT TO CYPRUS, TURKISH DEFENCE MINISTRY SOURCE SAYS

>Iran has all the incentives in the world to keep the strait closed. %80 of Iran's state budget comes from oil revenues, which is 0 at the moment due to Hormuz strait closure. Without money, it's only a matter of time until the regime itself collapses. How will they pay for all the equipment and fighters in a sustained conflict? All things considered, they will fold if they see a way to somewhat save face and end hostilities.

I think there is panic in the background. I can certainly feel it since the situation is volatile. It's just that people are downplaying it and hoping for a resolution while keeping a stern face to avoid amplifying the panic further. Iran is dependent on money coming from Hormuz strait and U.S. et al cannot allow this situation to go on forever due to increasing economical damage. It's in all parties' interest for this situation to be resolved sooner than later.

Still extremely concerned by lack of urgency on Hormuz

@DeItaone In Trump-speak that means he is extremely concerned.

TRUMP DOESN'T HAVE ANY CONCERN ON RISING GAS PRICES

I'm speechless at OpenAI releasing that contract excerpt and acting as if there aren't gaping holes that could be exploited far beyond their stated "red lines." I'm not a lawyer, but this is pretty obvious and common sense. (And to be clear: if Google had signed the same deal, I'd be saying the same thing internally. The issues here are bigger than friendly competition between companies.) OpenAI's "red lines" are: no mass domestic surveillance, no directing autonomous weapons, and no high-stakes automated decisions. They argue their cloud-only deployment + safety stack + cleared OpenAI personnel "in the loop" make violations impossible. They also claim the contract references the relevant laws/policies "as they exist today" so future changes won't weaken the standards. But the actual language they published is still full of obvious escape hatches. This is why Anthropic refusing to sign makes sense. Reporting on the Anthropic–"DoW"/Pentagon standoff described them saying the proposed contract language was framed as compromise but paired with "legalese that would allow safeguards to be disregarded at will." You don't need to agree with Anthropic on everything to see what they're reacting to: language that sounds like ethics but cashes out as essentially "subject to whatever the government decides later." ## Autonomous weapons The problem is that the restriction is conditional: it depends on what "law/regulation/policy requires human control" for. If policy definitions are weak (or later revised), the contract language itself doesn't read like a durable "no autonomous weapons" ban. It reads like "we'll follow whatever the current regime says requires human control." OpenAI says elsewhere that the agreement "locks in" today's standards even if laws/policies change. If that "freeze" clause is real and enforceable, sure, but it's not visible in the excerpt itself, so the excerpt alone doesn't justify the level of confidence they're projecting. ## "High-stakes decisions" Same loophole. This forbids only decisions that already require human approval under whatever authorities apply. If a decision doesn't formally require approval (or can be reclassified/reshaped), the clause doesn't obviously prohibit automation of the step that matters. ## Surveillance "directives," "purpose," and "unconstrained" are squishy on purpose: "DoD directives" aren't laws; they're internal policy. That matters because we have real precedents for administrations leaning on aggressive internal legal/policy interpretations as a shield until courts/politics catch up. If you think "secret memos" is alarmist, look at the pattern: 1. Reporting in early 2026 described a previously hidden DHS/ICE legal memo position asserting warrantless/forced home entry under certain circumstances, which is the kind of internal-lawyer move that tends to get written, circulated, and only later litigated and retracted. 2. And historically, the Bush-era OLC torture memos are the canonical example of "legalistic compromise" that later turned out to be a moral and legal disaster. (You don't have to litigate the details to make the point: internal legalese can be used to launder outcomes.) "Unconstrained" is not a real safeguard. Surveillance can be huge while still "constrained" by selectors, categories, time windows, or a stated "foreign intelligence purpose." And it only covers private information, so not the massive world of public data that can still be used for profiling, targeting, and "pattern-of-life" analysis at scale. ## Domestic law enforcement > shall also not be used for domestic law-enforcement activities except as permitted by the Posse Comitatus Act and other applicable law. This is not a hard prohibition. "except as permitted" is not a ban. It's a permission for exceptions, and "other applicable law" is an open-ended bucket by design. If you want a concrete, recent example: the Associated Press reported that formal orders extended the Washington, D.C. National Guard deployment through Feb. 28, 2026, to protect federal property/functions and to support federal and D.C. law enforcement. That's exactly the sort of "domestic deployment supporting law enforcement" scenario where this clause stops sounding like a "red line" and starts sounding like legal throat-clearing. ## "Cloud-only / no edge deployment prevents autonomous weapons" rings false OpenAI's own argument is: cloud-only (no edge devices) means you can't power autonomous weapons. But that's not convincing. You don't need GPT-5.2 running on the missile. You can use a cloud model for high-level decision-making (tasking, prioritization, target recommendation, mission planning) over a satellite link (Starlink or otherwise), while a separate local system handles actual guidance and execution. High latency is totally compatible with "strategic / operational" autonomy while still enabling lethal outcomes. Once the pattern exists, "additional safety layers" are a policy choice and implementations change, exceptions get made, but today's contract language tends to get "grandfathered" into tomorrow's contract template. So layered safeguards can reduce risk today, but the contract language itself is exactly the kind of "looks strict, bends easily" compromise that becomes precedent. And creating precedent is the real problem here.

@charlie1zulu @romanhelmetguy The moment he does that, there will be a large market crash. Even communist China does not outright go that far. It would destroy what credibility U.S. has left for good.

@romanhelmetguy Honestly shocked it didn't just happen. Hegeth could have just been like, "effective immediately, your shit is ours, nerds" instead of tanking Anthropic like that. Still time to just do it though...

AI will obviously be nationalized at some point. Tech people are delusional. On the one hand you’ve got a guy who thinks the govt will let him write his own laws for Mars, on the other you’ve got guys who think the govt will let them write their own laws for the machine demons.