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18.8K posts


@pennycheck I wish I was abled to filter the ticker for time on X. I am positive you were the first to mention this ticker but now when I search it I see the same ole copy pasters blasting the ticker everywhere 😂. Nonetheless we about to get paid.
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@pennycheck Monthly chart looks so well too... If only there were signs... Road to complete set at the top band.

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$ZM owns a good portion of Anthropic.
Polymarket@Polymarket
JUST IN: Anthropic is reportedly nearing a $1.5 billion joint venture with Blackstone, Goldman Sachs, & other Wall Street firms.
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@maxxrubin_ @Tuxsoia @basedjensen Every single lab steals / scrapes / distills data and models that isn’t theirs. This isn’t anything new lol.
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Wonder what part of first principles is distilling existing models
Leon Bi@leonbi100
We trained 4.3 using first principles listening to real world feedback. Stay tuned for the big boy runs.
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@pennycheck @vladtenev Add Foreign Exchanges
Add OTC
Add Futures
Cleanup Legend charting platform to mimic TradingView
GG Schwab/Fidelity.
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@SRxTrades Crazy you didn’t list the best quantum company out there and listed a beverage company as a quantum company. 😂
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@pennycheck Am I understanding Karpathy correct here?
If Karpathy is right and neural nets shift from “guest” (running on top of CPU-centric systems) to “host” (the primary compute substrate), then NPU-centric hardware becomes the logical foundation for that new computing paradigm. You’d design systems around the neural net first, using NPUs as the main silicon and CPUs/DSPs as the supporting deterministic tools he describes.
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@karpathy and I are back! At @sequoia AI Ascent 2026. And a lot has changed. Last year, he coined “vibe coding”. This year, he’s never felt more behind as a programmer.
The big shift: vibe coding raised the floor. Agentic engineering raises the ceiling.
We talk about what it means to build seriously in the agent era. Not just moving faster. Building new things, with new tools, while preserving the parts that still require human taste, judgment, and understanding.
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@Superioresearch elite. found this one from @pennycheck first but not a ton of chatter among others on it. good stuff fellas
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$AOSL
"Server CPU is increasingly becoming the bottleneck in datacenter builds. Orders continue to improve from cloud because AI requires more Inference tasks and also AI tool hosting." (Point 26)
"The CPU vendors and the entire supply chain were caught off guard by the scale of the CY26 upside requests from back in Oct. Suppliers are basically sold out." (Point 28)
"CPUs becoming larger bottleneck than DRAM in server" (Point 14)
Sean@Sean14978416
Edgewater with some channel checks on $INTC, $AVGO, $NVDA, $QCOM, etc. "CPUs becoming larger bottleneck than DRAM in server, partially due to some customers trimming content (shift 64GB from 128GB)."
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This should lead to immediate removal from congress. You cannot be this stupid and be permitted to hold elected office.
AF Post@AFpost
Reading off of a card, Ilhan Omar mistakenly says that the last time the "Alien Enemies Act" was invoked was in "World War Eleven", confusing the Roman numerals for the number eleven. Follow: @AFpost
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@MedsTrades @jukan05 Schmid is great. Pretty sure some have connected them to Intel already....
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A team lead at Amkor Technology Korea’s R&D center stated that glass substrates are expected to be commercialized within the next three years.
* Amkor has close ties with Intel, including licensing EMIB-T.
$AMKR
thelec.kr/news/articleVi…
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@avabluephoenix @AmberWoods100 100%, I am not saying she doesn't. I am just saying that certain topics especially this one tend to go viral on X as she is right over the target and could potentially lead to more views / more publicity / more engagement etc. That is all.
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@Gorable @AmberWoods100 She deserves compensation for her work.
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@HowleyReporter It would be of great honor for you to expose those who are doing harm to our country.
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@wave83X @RippyDave @niccruzpatane If you truly think LiDAR is superior to end-to-end vision neural network approach then you may want to do some more DD. Just one of many examples highlighting the failures of LiDAR and a rules based approach Waymo is using.
arstechnica.com/cars/2025/12/p…
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@RippyDave @niccruzpatane just like where tesla was 15 years ago, the cost of lidar will come down. you would rather have the better technology for the long term.
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It has begun, Elon was right. Mercedes has started to remove LiDAR sensors from its new vehicles.
The all-new 2027 Mercedes-Benz C-Class EV does not feature any LiDAR sensors in its suite, as does the new CLA EV.
• 10 cameras
• 5 radars
• 12 ultrasonic sensors
• 0 LiDAR
Mercedes says the decision to remove LiDAR comes primarily for cost, and scalability.

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The assassin said he wanted to kill Trump because he thought Trump was a pedophile and traitor.
He was radicalized by the podcasters who spread Epstein conspiracy theories and Israel conspiracy theories.
He thought Trump was a pedo and owned.
He’s a Democrat but sounds just like the Woke Reich.
Horseshoe theory is undefeated once again.
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@BullTheoryio Wait until people find the $300 million market cap company that 3d prints parts for the raptor engine. Who also has tons of government / military contracts.
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This is what a single partnership with SpaceX does to a company.
Filtronic $FTC is a tiny UK company that makes a specific part SpaceX needs for Starlink. Before the deal in April 2024, nobody knew who they were. The stock was trading at $0.08. The whole company was worth less than $15 million.
Then SpaceX signed them up.
First order was $19.7 million.,Then another $20.9 million. Then a massive $62.5 million order. Total orders now over $150 million locked in for 5 years.
SpaceX also took warrants for up to 10% of the company at $0.43 per share. The stock is now at $3.80.
Why does SpaceX need them?
Filtronic makes the amplifiers that go inside Starlink ground stations. Without these parts Starlink cannot add millions of new customers. Their new technology is twice as powerful as the previous version.
The stock went from $0.08 to $3.80 in two years turning the company from a $15 million micro cap into a $620 million company. That is a 2800% return driven entirely by one customer and one product.



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