ᴶᴺQ

7.5K posts

ᴶᴺQ banner
ᴶᴺQ

ᴶᴺQ

@JNeurvine

👍Enjoy your life $PLTR $IONQ $SOFI $HOOD $BBWI $NVDA $INFQ $IREN $OKLO $JOBY $NVDA $AMDY $NVDY $RKLB $OKE $NBIS $ONDS $AAPL $ANRO+ Not financial advice.

Katılım Mart 2019
974 Takip Edilen1.5K Takipçiler
Apranik 🇮🇷🇮🇱
Apranik 🇮🇷🇮🇱@patriot_apranik·
🚨 You think Iranians are terrified of bombs? Watch this video from Tehran. We are far more terrified of THIS. Heavily armed IRGC terrorists patrolling our streets, blasting their vile noises just to strike fear into the hearts of normal citizens. Make no mistake! We know the horrific cost of war and civilian casualties. But nothing is scarier than waking up every day under this brutal, suffocating occupation. We just want our country back.
English
361
2.8K
8.5K
366.6K
TechInnovation
TechInnovation@TechInnovationz·
$IonQ @capellaspace is on SpaceX Transporter-16. Acadia-10 deploying to orbit tomorrow. 119 payloads on a Falcon 9 rideshare from California. One of them belongs to $IONQ. Most people still process IonQ as a quantum computing company. Meanwhile, an IonQ subsidiary is putting another SAR satellite in orbit. As we covered from the Niscemi landslide response in Sicily Capella isn’t a future capability. It’s operational. Gordon Farquharson (VP Mission Design) deployed SAR data in real-time alongside U.S. Navy at Sigonella and IonQ Italia. 25cm-resolution imagery, day or night, any weather. Acadia-10 expands that constellation further. More coverage. More revisit time. More capacity for the defense and intelligence clients already under contract. Acquired July 2025 for $425M. Now launching new birds on SpaceX rockets Computing. Sensing. Networking. Space. Manufacturing. All one company. $IONQ #IonQ #CapellaSpace #SpaceX
TechInnovation tweet mediaTechInnovation tweet media
SpaceX@SpaceX

Our 16th Transporter rideshare mission is targeted to launch tomorrow from California and will deliver 119 payloads to orbit → spacex.com/launches/trans…

English
3
8
70
9.5K
Edwardo Cortez
Edwardo Cortez@unclewats59663·
@Mericamemed So utterly fucking pointless then as you do the walk anyway. Pathetic video.
English
2
0
2
1.1K
MERICA MEMED
MERICA MEMED@Mericamemed·
Now thats a good boy.
English
20
129
2.5K
54.2K
Overton
Overton@overton_news·
CBS viewers are not going to like this one. A smug Margaret Brennan tried to pin the DHS shutdown on President Trump — Tom Homan instantly SHATTERED that narrative right to her face. BRENNAN: “Why wasn’t the White House able to get both heads of the party the president controls on the same page?!” HOMAN: “Look, I’ve been up on the Hill. I’ve been in these meetings. I’ve met with lawmakers on both sides. This isn’t a White House issue. This is the Democrats shutting down the Department of Homeland Security. I’ve been in these meetings—” Brennan interrupted. BRENNAN: “So did you support the Republican bill in the Senate that passed?” HOMAN: “I support Congress opening up the ENTIRE government, the entire DHS, and not holding people in DHS hostage because they don’t like immigration enforcement.” BRENNAN: “So, no. You weren’t on board with the Senate bill?” HOMAN: “I’m with the president.” BRENNAN: “Okay…”
English
45
359
2.8K
295K
Gene
Gene@genejchan·
Update for anyone who cares: Cashed out #23 with 86k Decent run but didn't get my 2 mil. Didn't get the trophy Oh well better luck next time I guess
Gene tweet media
English
7
0
18
313
AvgValueInvestor
AvgValueInvestor@avgvalueinvest·
@JNeurvine @JeffPassan Start with two challenges. If the team wins they keep the challenge. If they lose then they only have 1 and so on until they have zero left. So some strategy to it as well.
English
1
0
1
69
Jeff Passan
Jeff Passan@JeffPassan·
There are moments that offer a pretty good sense that something new is going to work. This feels like one for ABS. The Cincinnati crowd’s reaction was thunderous. And the situation itself — twice it salvaged a bases-loaded opportunity. This system plays.
English
1K
1.4K
25.6K
2.3M
ᴶᴺQ
ᴶᴺQ@JNeurvine·
@avgvalueinvest @JeffPassan I have not watch baseball in a long time. I had no idea they have this. Are there limits to how many they can do per game etc.?
English
1
0
0
80
AvgValueInvestor
AvgValueInvestor@avgvalueinvest·
@JeffPassan CB Bucknor is a terrible umpire and ABS will prove this. ABS is fantastic for baseball and I look forward to it being expanded. Refs/umpires in all sports should never be the story of a game and it happens way too often.
English
3
0
40
4.2K
Jesse Tevelow
Jesse Tevelow@jtevelow·
I just got a burger from @Chilis. It was less than $13 with tax—in California. The burger tastes better than a McDonalds burger. Way better. It’s also much bigger. The seasoned fries are better, too. The serving size is way bigger than McDonalds. I also got a full bag of tortilla chips and 3 containers of salsa for no extra cost. The chips are warm. The salsa is tasty. At the grocery store, chips and salsa might cost me up to $10 dollars. I got all of this for under $13. It’s crazy how many big companies like @McDonalds and @netflix will price gauge you to death under the shield of “inflation” while other brands, like @Chilis, will provide consistent value over time—and even improve. The fiat world is a tricky place. Don’t fall for the scams. They’re everywhere. The next time you’re considering a quick bite, drive the extra 5 minutes and get your lazy butt out of the car and pick up some Chilis. No, they don’t have a drive through window or a sketchy kid area laced with germs. They simply offer a 10X better product for considerably lower prices.
Jesse Tevelow tweet media
Chili's Grill & Bar@Chilis

burger with fries, bottomless chips and salsa and a drink at Chili's: 2023: $10.99 2024: $10.99 2025: $10.99 2026: $10.99

English
663
998
20.1K
2.8M
TechInnovation
TechInnovation@TechInnovationz·
$IonQ The helium supply crisis is real. What it means for quantum computing depends on your architecture. Iranian strikes on Qatar’s Ras Laffan took ~1/3 of global helium offline (USGS). QatarEnergy declared force majeure March 4. Spot prices doubled. Repairs: 3-5 years per CEO Al-Kaabi. Here’s who sits in the blast radius. Every superconducting quantum computer runs inside a dilution refrigerator cooled to ~10-20 millikelvin using He-3/He-4 mixtures. No substitute at scale. That’s: → IBM Quantum (Heron, Kookaburra roadmap) → Google Quantum AI (Willow) → Rigetti ($RGTI — Ankaa, Lyra) → D-Wave ($QBTS — Advantage2) → AWS/Amazon (Ocelot cat qubits) → Microsoft (Majorana topological) → Intel (silicon spin qubits) → IQM Quantum Computers (Finland) → Alice & Bob (France, cat qubits) → Fujitsu/RIKEN (Japan, 256-qubit) → Quantum Circuits Inc. (Yale spinout) → SeeQC, Quantum Motion, Origin Quantum → PsiQuantum (photonic processor at room temp, but SNSPD detectors require ~4K cryogenic cooling) Plus the entire dilution fridge supply chain: Bluefors, Oxford Instruments, Maybell Quantum. The counterarguments are real. Modern dry dilution fridges recycle He-3 in closed loops. Quantum uses <0.5% of global helium. No lab has shut down. Short-term, this is manageable. But the structural signal is clear. On January 27, DARPA issued an urgent RFI for modular He-3-free sub-kelvin cryocoolers. The DoD itself considers helium dependency a national security risk for next-gen quantum and defense tech. Trapped-ion and neutral-atom platforms sit entirely outside this dependency. $IONQ uses laser Doppler cooling to microkelvin temperatures no dilution fridge, no He-3/He-4, apparatus at room temperature. Same for Quantinuum, QuEra, Pasqal. As we covered with Oxford Ionics Electronic Qubit Control IonQ’s subsidiary took it further: CMOS-compatible chips, electronic gates, no lasers, 99.99% fidelity. Standard semiconductor infrastructure from SkyWater’s foundries. Zero helium in the stack. This isn’t about today’s shortage. It’s about what happens when this industry tries to scale from hundreds to millions of qubits through a supply chain that runs through a war zone, depends on a gas with no substitute, and requires isotopes from nuclear weapons programs. Architectural choices made years ago now look like supply chain hedges nobody priced in. $IONQ #QuantumComputing #Helium
TechInnovation tweet media
Shanaka Anslem Perera ⚡@shanaka86

Nobody is talking about what the helium shortage means for quantum computing. Every superconducting quantum computer on earth, every system at IBM, Google Quantum AI, and Quantinuum, operates inside a dilution refrigerator cooled to approximately 10 to 20 millikelvin. That is colder than outer space. The cooling mechanism relies on the phase separation of a helium-3 and helium-4 mixture below 0.87 kelvin, where helium-3 atoms continuously cross the boundary between two quantum phases, absorbing heat in the process. There is no substitute for this mechanism at scale. It is the physics that makes superconducting qubits possible. Qatar produces one-third of the world’s helium as a byproduct of LNG processing at Ras Laffan. Iranian missiles hit Ras Laffan on March 18 and 19. QatarEnergy declared force majeure. Repairs will take three to five years. Helium spot prices have doubled. Approximately 200 specialized cryogenic containers worth roughly $1 million each are stranded in the Middle East, and their cargo begins boiling off after 35 to 48 days. The Quantum Computing Report and Nature flagged on March 27 that US quantum labs have begun implementing rationing protocols for helium-3 and helium-4 mixtures used in dilution refrigerators. Delayed cooldown cycles are being reported at IBM Quantum and Quantinuum facilities. The potential impact: 6 to 18 months of delays in qubit scaling timelines and post-quantum cryptography testing. Modern closed-cycle “dry” dilution refrigerators significantly reduce liquid helium consumption, and labs maintain months of inventory with recycling rates above 80 percent. Trapped-ion platforms like IonQ have minimal helium dependency. No quantum lab has shut down. The counterarguments are real and must be stated at full strength: quantum computing uses a tiny fraction of global helium supply, roughly 0.1 to 0.5 percent, and rationing prioritizes critical applications. But the second-order effects are what matter for trillion-dollar allocators. If qubit scaling delays by 6 to 18 months, then post-quantum cryptography standards migration slows by the same interval. That means the window during which current encryption remains vulnerable to future quantum attack extends. Every central bank, every sovereign wealth fund, every institution holding assets secured by RSA or elliptic-curve cryptography has a direct exposure to this timeline. And helium-3 is also the working fluid in the dilution fridges used for fusion energy research. The same shortage rationing quantum labs is rationing the facilities developing the energy source that could eventually replace the fossil fuels flowing through the strait that caused the shortage. The circularity is total. Follow the chain. Iranian missiles hit a Qatari gas plant. The gas plant produced helium as a byproduct. The helium cooled quantum computers to temperatures colder than deep space. The quantum computers were developing the encryption standards that protect the global financial system. The financial system runs on energy that transits the strait that Iran just blockaded. One missile. Six domains. Every node connected through a single element that weighs four atomic mass units, cannot be manufactured, and has no substitute. The market priced the oil. It has not priced the helium. And it has not begun to price the quantum. open.substack.com/pub/shanakaans…

English
6
8
77
6.2K
Daniel
Daniel@danielisdizzy·
The market didn’t drop because of Iran. Ray Dalio has been warning about this for a while: “Wealth” = valuations “Money” = real cash Two very different things. That gap is extreme—and historically, that’s how bubbles break. The market was already at extreme valuations. A correction was inevitable. Iran isn’t the cause. It’s just the excuse. Because markets don’t need a reason to fall— they just need a narrative.
English
12
7
80
13.3K
MuddyWatersResearch
MuddyWatersResearch@muddywatersre·
While you can’t reliably predict the outcome of litigation, our lasting contribution to $BUR was to show in 2019 how much of the balance sheet was really FV gains on the YPF litigation. $BUR.LN is a great example of how problematic Level 3 FV assets can be (looking at you $SOFI)
MuddyWatersResearch tweet media
English
45
26
234
137K
Bnewhard
Bnewhard@Bnewhard77·
overhead burden ratio, and overhead expense ratio. SoFi says it is nimbler than others, yet these stats show that SoFi is below the far bottom 5% of Group 1 on these metrics (and others). Explain why and what does it say about SoFi’s profitability? (12/13)
Bnewhard tweet media
English
2
0
0
1K
Tannor Manson
Tannor Manson@Futurenvesting·
$SOFI is now a top #50 U.S. domestically chartered commercial bank, ranked by consolidated assets according to the Federal Reserve.
Tannor Manson tweet media
English
28
25
514
46.8K
MuddyWatersResearch
MuddyWatersResearch@muddywatersre·
@Futurenvesting At that point in time, it's also the only bank in that sample using the FVO for the substantial portion of loan assets on its balance sheet.
English
16
1
17
8.9K
Tannor Manson
Tannor Manson@Futurenvesting·
"Bnewhard77" drops a massive forensic short report on $SOFI out of nowhere after creating an X account in late February of 2026. Including detailed disclosures, a new email address, a new website, and the official Muddy Waters account already follows this brand-new profile. Carson Block’s birth year? 1977. You’re not fooling anyone, Carson. We see your burner account.
Tannor Manson tweet mediaTannor Manson tweet mediaTannor Manson tweet media
English
57
26
387
44.2K