Todd!!!

CHINA JUST PUBLISHED THE EXACT LIST OF COMPANIES THEY WILL DISPLACE IF MICRON, SAMSUNG, AND SK HYNIX DON'T RESPOND Not vague threats. Not "we're investing in chips." NAMED FACILITIES. SPECIFIC SUPPLY CHAINS. Company by company. 🇨🇳 CXMT (ChangXin Memory Technologies) → 7.7% of global DRAM → DDR5 dies already inside Corsair Vengeance modules on shelves right now 🇨🇳 YMTC → 11–13% of global NAND flash → consumer SSDs and storage flooding mainstream channels 🇨🇳 CXMT Q1 2026 revenue → 50.8 billion yuan → $7.4 BILLION → up 719% year over year 🇨🇳 CXMT DDR5 roadmap → already at 6,000 MT/s → targeting 8,000 MT/s → faster than Micron's commodity roadmap 🇨🇳 Corsair → switched Vengeance DDR5-6000 CL36 kits to CXMT dies → away from Micron 🇨🇳 HP → already using CXMT LPDDR5 → in production laptops 🇨🇳 Dell, Asus, Acer, Qualcomm → all in active CXMT supply chain conversations 🇨🇳 "Epic Expansion" → CXMT and YMTC doubling wafer output capacity → in 2026 🇨🇳 CXMT IPO → coming on Shanghai Stock Exchange → Goldman already covering it → faster scaling, higher profitability 🇨🇳 Chinese chips already broke DDR3 pricing → broke DDR4 pricing → DDR5 is the same playbook 💀 7.7% DRAM + 11–13% NAND + capacity doubling = the 20-year pricing cartel is ending 💀 Micron, Samsung, and SK Hynix pivoted EVERYTHING to HBM for AI data centers 💀 They left commodity DDR5 and NAND supply deliberately tight to protect margins 💀 China just walked through that open door with $7.4 billion in quarterly revenue Every company on this list was supposed to be protected by the cartel. Not soldiers. Not governments. CONSUMERS and PC builders who paid oligopoly prices for two decades. China's "Epic Expansion" is still running. These are the markets at QUARTER 2. I'll keep you updated. Turn on notifications. 🚨

@georgegalloway @MoatsTV Trick question. Trump has no peace plan.

🎙️#MOATS MIDWEEK POLL “Is Netanyahu's Lebanon escalation intended to wreck Trump peace plan?” Results #LIVE WEDNESDAY @MOATStv 🇬🇧 7pm LONDON BST 🇺🇸 11am PT | 2pm ET #Trump #Netanyahu #Israel #Lebanon #Iran #PeacePlan

@BowesChay The only reason I know about the guy is from the second episode of Mike Tyson mysteries. Mike Tyson got Grand Master and Grand Wizard mixed up and punched him out. Hilarious cartoon.

Kasparov isn't even Russian, but he's become the ill informed mascot for the even less informed pro EU halfwits trying to "make Russia small" He should have stuck to the chess and kept away from the gin. He did neither.

@ZacksJerryRig @Tesla When will you take apart a Tesla?

It's the middle of 2026. Elon said we would have 500,000 unsupervised @Tesla's on the road right now. Biggest con since Enron.

@RT_com No one is negotiating with that son of a bitch.

TRUMP: Iran agreement ‘LARGELY NEGOTIATED’… details shortly… Hormuz will be OPENED

@WatcherGuru How many schools will be blown up after application?

The White House is reportedly nearing a deal with Anthropic to let the NSA and other US intelligence agencies use its advanced AI models for classified work, according to The New York Times. The talks come despite the Pentagon previously labeling Anthropic a "supply chain risk" after disputes over contract language tied to surveillance and autonomous weapons use. The report also says the White House approved a $9 billion request for Nvidia Blackwell chips to support AI use across spy agencies.

JUST IN: 🇺🇸 Trump administration and Anthropic finalizing deal to let US spy agencies use its AI tools.

Iran Embassy in UK shares countries bombed by US since WW2 explainer

@davidkersten My wife sent me this meme while I was in line.

@davidkersten I got my wife an ice cream at a local shop today. The amount of boomers in there made it look like a nursing home. The only young people were behind the counter.

@FreeBrocTickle @ImBreckWorsham Whatever the PDF file is planning, just do it. I’m sick of living in constant worry of his stupid shit.

@Prodius1984 @ImBreckWorsham By "it," do you mean 🇺🇸?

Trump blew off his own son's wedding this week to stay close to the White House and just cancelled all his scheduled events. Something serious is underway. This may be it.

@nicksortor @ImBreckWorsham Hard to play golf when it’s raining.

🚨 NOW: President Trump is now BACK in Washington, DC after CANCELLING his weekend plans in New Jersey CBS is reporting intelligence officials have ALSO canceled Memorial Day plans, and are on standby. Something may be imminent 👀

@RT_com He can’t do much golfing during a rainy weekend.

Trump rushes BACK to White House - Weekend golf plans scrapped - Top officials cancel holiday plans - ‘US preparing new strikes against Iran’ — CBS - Iran’s army READY for ‘enemy foolishness’ — Tasnim

@FurkanGozukara When is the last time he shopped for an appliance?

Absolute cognitive collapse. Donald Trump goes on a bizarre, unhinged rant about refrigerator chemicals, hallucinating that modern freezers are bankrupting stores. The US President claims new appliances intentionally rot food. He is entirely detached from basic reality.

@calvinfroedge @BasedSamParker

Uhhh now this is weird

Fox News must be ripped from Boomers like a crack pipe from a junkie.

Terrifying revelation. A Global Sumud Flotilla captain shows his back completely covered in massive bruises from Israeli forces. He confirms the horrific reality that Arabic and non-white captives were beaten much worse. The Zionist regime's blatant criminality is fully exposed.

@Megatron_ron Seeing what the US and Israel do to others who don’t provoke them, I can’t blame Cuba.

NEW: 🇺🇸🇨🇺 Marco Rubio with the same script from Iran now against Cuba: “Cuba is sponsor of terror” “Cuba not only has weapons they've acquired from Russia and China, but they also host Russian and Chinese intelligence presence in their country. So Cuba has always posed a national security threat to the US. They're a leading state sponsor of terror.”

Alexei Melnichuk made the most important save in KHL history 😮‍💨