Peragito

@beleevthetruth @KobeissiLetter Taiwan

@KobeissiLetter Now open your eyes. Ask yourself an important question. In return, what are we giving them.. Ahhh now you are thinking within your brain

BREAKING: The White House announces multiple US-China trade deals and developments following President Trump's meeting with China's President Xi. Details include: 1. China will address US concerns regarding supply chain shortages related to rare earths and other critical minerals 2. China has approved an initial purchase of 200 American-made Boeing aircraft for Chinese airlines 3. China will purchase at least $17 billion per year of US agricultural products in 2026, 2027, and 2028 4. China has restored market access for US beef by renewing expired listings of more than 400 US beef facilities and adding new listings 5. China has resumed imports of poultry from US states determined by the USDA to be free of highly pathogenic avian influenza President Xi will be visiting the White House this fall.

@KobeissiLetter And all this because Trump agreed to back off of Taiwan?

@snpal2000 @TradexWhisperer I'm long both 😂

@TradexWhisperer Would you pick DRAM or MU? Worried that SK exposure would lead to slowed gains

$MU $SNDK $DRAM Sam Altman just said “Infinite Memory” matters more than Smarter AI Reasoning. Memory is not a feature. It is the foundation of superintelligent AI. I have been saying structural paradigm shift since $62. If you did not believe me then, maybe you will believe Sam Altman now. Today's AI including GPT 5.2 is already strong at logic. The bottleneck is what Altman calls short-term amnesia. Every session resets. Context is lost. The AI starts from zero every single time. His vision for what comes next is an AI that builds a lifelong contextual map of every user. Proactive. Persistent. Improving every day without being asked. He called it the missing piece for AGI. "No human has infinite perfect memory. And AI is definitely going to be able to do that." "Right now memory is still very crude, very early. Once AI can remember every granular detail of your life including preferences you never explicitly stated, it will be super powerful." So how do we solve short-term amnesia? More and better HBM, DRAM & NAND.

@LunarCitizens Agreed!

@PeragitoTrader It was a matter of mental inertia. Many people had become locked into the assumption that rockets were supposed to be disposable. It had nothing to do with technology.

Human civilization took 5,000 years to reach the Industrial Revolution. 200 years to reach space. 55 years to reuse rockets. Why did humanity accept throwing away rockets for half a century before Elon seriously challenged the idea? #starship

@aleabitoreddit This is an interesting cost comparison post x.com/cherryPayment/…

Next year… I’m expecting there to be many articles about FAU + component bottlenecks. Especially as the new CPO architecture led by $NVDA + $TSM starts to scale. Then a lot of these names like FOCI (~$2.8B MC) or Nextronics (~$246M MC) that I’m mentioning today will be in the center of it. Despite many of these “commodity” labels… (just look at transformers/NAND) And I’ll do a “Did you listen anon post” like $AXTI. We’ll see if this is right.

大家都觉得 $lite $sive $COHR 涨很多了 并且泡沫化严重，那么我们来看看数据： 800G光模块和1.6T光模块分别在中美俩边的价格： 中国市场： 800G SR8（50m 多模) : 582美金 800G DR8（500m 单模): 1220美金 1.6 T OSFP DR8 (500m) : 3259–3499美金 1.6 T OSFP 2xFR4 (2km) : 2249 —3403美金 美国市场： 800G SR8（50m 多模) : 879美金 800G DR8（500m 单模): 1319美金 1.6 T OSFP DR8 (500m) : 1319—1749美金 1.6 T OSFP 2xFR4 (2km) : 2000–3000美金 其实价格上差别不是很大，那么光模块的需求有多大？ 一个DGX H100服务器（8卡 ）： 需要4个800G Spectrum-X800以太网交换机：需要64个800G NVIDIA Quantum-X800 交换机（顶级InfiniBand）：需要72个1.6T的……… 就一个NVIDIA Quantum-X800 交换机（顶级InfiniBand）需要在光模块花多少钱就是50万美金……… 所以需求大吗？还觉得贵吗？ $AAOI $COHR $LITE #opticalnetworking #AIinfrastructure #NVIDIA

@isfjcutebear I think you've watched too many episodes of 'Silicon Valley'

Should he become the shogun of Japan?

@maniaUFO It's very kind of them to use a green lamp on starboard side, just like us!!

UFO Seen in Oregon, United States, May 16th, 2026🧐🤔

@Path21Mil Put 5% or so in there

@PeragitoTrader No mate, learning from failure

Stats likes this make want to dump everything and just ALL - IN on $VOO ? Change my mind.

@GeewchieMayne @neuralmanifold @aleabitoreddit came here to say this

@neuralmanifold @aleabitoreddit Yep and gotdamn IKBR is a pain in the ass to use

@MarioNawfal It's older than USA

🇬🇧 The Silver Swan Automaton has been running flawlessly for 250 years on nothing but mainsprings and brass gears. Built in 1773 to last forever, and it did exactly that. We've somehow gone backwards.

@ImtiazMadmood This is @Keir_Starmer's new England.

A British man was stabbed to death by an Indian Sikh in the UK, who then claimed racial abuse. Police handcuffed the suspect, then released him. Political correctness in a nutshell: A murderer walking free while the system worried about optics. The police handcuffed the victim until he bled out because Indian murderer lied and said the man he murdered was a racist. He also stole his victims phone and gave it and the murder weapon to his mother who hid them. - @MarioNawfal

@ChairmansLedger @kolacek7 $ONDS over $AVAV?

@kolacek7 $IREN is my highest conviction. $ONDS is where my background gives me the clearest edge. Different sectors, same setup: old market frame, new strategic asset, messy transition, massive demand pull.

New account, so here’s the short version. I started at JPM. Built a company. Sold it for $100M+. Served in places where risk was not theoretical. Now I spend my time looking for public companies sitting at the intersection of capital, technology, and strategic necessity. Defense tech. AI infrastructure. Space. Bitcoin. Critical infrastructure. I am not here to post 50 tickers and celebrate the ones that work. I am here to find the few names where the market is using the wrong frame. Old category. New asset. Messy transition. Right team. Massive demand pull. That is where the asymmetry usually lives.

@HyperTechInvest @tristanfinazzo Why makes you think it's made up? Just because he added it later? My bio doesnt say AI/ML, Cloud professional, but I might add it at some point.

@tristanfinazzo Why flag an anonymous account with an invented background that 200k+ people follow? I think the answer is obvious It’s not about "Improving the bio". He just made up his experience

This person didn’t have the ex-RISC-V FDN and research scientist thing until like two weeks ago Just a couple of years ago, he was doing crappy technical analysis on EV shitcos that went bankrupt (now deleted) It’s completely made up

@EndWokeness That's Mohammad and Mohammad. What's the fuzz about?

10 "random" shootings in Austin. Police still are not naming the 2 suspects.

@StockSavvyShay $IREN has been going sideways since October 2025. Are we expecting change anytime soon?

$IREN takes over The Sphere in Las Vegas for $DELL World.

@Speculator_io I'd switch $DXYZ for $NASA. Serious Premium-to-NAV Risk Distortion issues with DXYZ.

The SpaceX Ecosystem Control: $TSLA Competitors: $RKLB $FLY $ASTS Suppliers: $STM $FLTCF $VELO $CPSH Partners: $PL $SATS $AMZN Starlink: $TMUS $QCOM Investors: $GOOGL $BAC $DXYZ $XOVR $VCX