ohad kab
45 posts


🇦🇷🇮🇱 | “Argentina’s Jewish president has officially handed over 100,000 hectares of pristine forest land to Israel - an area four times the size of Gaza.”
These are the exact same territories where Zionist arsonists were caught red-handed just months ago, torching the land to clear it.
Mel Gibson’s infamous prophecy is unfolding before our eyes: Israel is relocating to Argentina. And just as we watch, Argentina is being erased as a sovereign nation. What happened in Palestine is now repeating here - systematic replacement, demographic conquest, and eventual erasure.
In 50 to 70 years, there will be no Argentina left. Only “New Israel.”

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Cathie Wood just flagged the sleeper trade inside the AI boom that most people are completely missing.
Everyone has been chasing GPUs. Nvidia, the data center buildout, the chip arms race. That trade has been obvious for two years.
But OpenAI's CFO Sarah Fryer said something quite different: people are going to be really shocked by how agentic AI activates CPUs.
Right now, for every CPU in an AI workload, there are 4 to 5 GPUs. That's the current ratio. Wood thinks that ratio is going to 1 to 1.
Think about what that means. AI inference at scale, agents running autonomously, pipelines executing tasks across systems. The compute mix shifts dramatically away from pure GPU dominance. CPUs become a first-class citizen in the AI stack.
Cathie called it going "back to the future." Intel has taken off. Flex (formerly Flextronics) is booming. Stocks that were giants in the dot-com bubble are resurging because the underlying demand for their products is real again.
The GPU trade made sense at the training stage. You need massive parallel compute to train frontier models.
But agentic AI runs differently. Agents are constantly orchestrating, reasoning, calling APIs, executing workflows. That workload looks a lot more like traditional computing. And traditional computing runs on CPUs.
If Cathie Wood is right about the ratio collapsing to 1:1, the CPU demand signal embedded in the AI buildout is orders of magnitude larger than the market is currently pricing.
English

רוצים להיות מיליונרים:
תהמרו בבורסה נגד תעשיית ה AI
לדעתי האנושות נמצאת כרגע בנקודה של כמעט אי-שפיות. בתחומים שבהם יש תחרות עזה סביב AI - בעיקר בלימוד, אופטימיזציה וגנרציה - מתנהל מרוץ מטורף בין החברות לרכישת חומרה.
הן קונות כמויות אדירות של GPU ומקימות תשתיות עצמאיות, כי שימוש בשירותי ענן יקר משמעותית בטווח הארוך.
התוצאה היא ביקוש אינסופי כמעט, מחסור מתמשך, ומחירים שנמצאים בשמיים.אבל התחושה שלי היא שזה לא יכול להימשך כך לנצח.
בשלב מסוים יופיע פתרון אחר - מודלים, ארכיטקטורות או שיטות עבודה שיהיו יעילים בסדרי גודל מבחינת צריכת חומרה ואנרגיה, ועדיין יספקו יכולות לימוד, אופטימיזציה וגנרציה דומות.
ברגע שזה יקרה, הבועה תתפוצץ וחלק גדול מההשקעות והתעשייה שנבנתה סביב המרוץ הנוכחי עלולות לקרוס במהירות.
רוצים להיות מילארדרים:
תיזמו חברות שמייצרות את המודלים, ארכיטקטורות, שיטות עבודה האלה.

עברית

Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund.
That being said, I've hit 23 different longs this year with 100-1000%+ YTD.
1. $AXTI
2. $AAOI
3. $SIVE
4. $LITE
5. $IQE
6. $AEHR
7. $CRCL
8. $EWY
9. Unimicron
10. Nitto Boseki
11. $OSS
12. $GDRZF
13. $RPI
14. $SOI
15. $ALRIB
16. $SNDK
17. $SIMO
18. $VPG
19. $TSEM
20. $ARM
21. $MRVL
22. $INTC
23. $LPK
Do you remember all of these anon?

Sam@Quantrarian52
Wait wait wait….. could Leopold be the infamous @aleabitoreddit ?
English

ohad kab retweetledi

Israeli innovation continues to inspire the world, even in the face of adversity.
Yesterday, NIT - The Northern Israeli Tech Fund, with the support of the Consulate, hosted an event showcasing northern Israeli innovation and investment opportunities.
In his remarks, Amb. @Ofir_Akunis stated:
“Northern Israel has been under attack by terrorist organizations since the mid-1970s. First the PLO, and now Hezbollah. Despite this, this beautiful region and its residents of all faiths — Jews, Christians, Muslims, and Druze — have continued to live there and develop it throughout all these years.
Now is the time to invest in northern Israel, not only from a moral standpoint, but also because Israel’s economy remains one of the strongest in the world today, even after nearly three years of war.”
📷: @KabOhad




English
ohad kab retweetledi

Across the globe, we pause to remember.
Last night, hundreds gathered at @PESynagogue for Israel’s official Memorial Day ceremony in New York, led by the Consulate General of Israel in coordination with @israeliamerican.
This Yom HaZikaron, we carry their memory forward, honoring the fallen soldiers and victims of terror.
📸: @KabOhad @Ofir_Akunis




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The attack on Temple Israel in West Bloomfield, Michigan is horrifying. My thoughts are with the congregation and all who are shaken by this act of antisemitic violence. I am continuing to closely monitor the situation. Out of an abundance of caution, the NYPD will continue to deploy high-visibility patrols to Jewish religious and cultural institutions across the five boroughs.
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