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@Sunil011234 @shanaka86 @grok Not every country has granite mountains like this

@shanaka86 @grok If underground missile networks like this can survive continuous airstrikes, is modern warfare entering a phase where air power alone is no longer enough?

BREAKING: Iran built a subway system for ballistic missiles inside a granite mountain south of Yazd. Automated rails move warheads and transporter-erector-launchers between assembly halls, storage vaults, and three to ten blast-door exits carved into the mountainside at depths reaching 500 metres. A TEL rides the tracks to an exit, surfaces, fires, and retreats underground before the strike aircraft can respond. The mountain has been under construction for two decades. The IRGC did not build a bunker. It built a weapons factory with its own internal railway, buried deeper than any conventional bomb can reach. The United States and Israel have struck Yazd Imam Hussein on March 1st, March 6th and March 17th and even earlier today! Satellite imagery shows collapsed portals, cratered ventilation shafts, and destroyed surface infrastructure. The visible damage is real. The invisible infrastructure is intact. On March 20, a long-range ballistic missile launched from the Yazd complex, failed during boost phase, and crashed near Kohistan Park inside Yazd City itself. The launch failed. The fact that it happened at all is the proof. Three weeks of precision strikes on the portals did not stop the railway behind them from delivering a missile to a surviving exit. The engineering is simple in concept and devastating in practice. Each blast door is a separate exit point. When one is destroyed, the rail system reroutes to another. When that door is struck, it is backfilled with soil and concrete by the IRGC from inside, then re-excavated when the bombing pauses. CNN satellite analysis confirmed the rail layouts. Alma Research mapped the tunnel networks. The IDF acknowledged that approximately 60 percent of launch infrastructure has been destroyed. The US estimated 50 percent of capacity remains. That remaining 50 percent rides underground rails that no bomb in the American or Israeli arsenal can reach at 500 metres through granite. The GBU-57 Massive Ordnance Penetrator, the largest bunker-buster ever built, penetrates approximately 60 metres of reinforced concrete or roughly 40 metres of moderate rock. Granite is harder than moderate rock. Five hundred metres is more than twelve times the weapon’s maximum penetration depth. The gap between the bomb and the tunnel is not a margin of error. It is a physical impossibility. The mountain does not care how many sorties are flown above it. The railway does not care how many portals are sealed. The geology is the defence, and the geology has been there for 300 million years. This is why the war continues. Every missile that hits Arad, Dimona, or central Israel was assembled underground, moved on rails to an exit, and fired from a door that may have been destroyed and rebuilt multiple times since February 28. The persistence of Iranian missile fire despite three weeks of intensive strikes is not resilience. It is infrastructure. The IRGC did not prepare for this war by building rockets. It prepared by building railways inside mountains. The rockets are replaceable. The railways are permanent. And the granite that protects them was formed before mammals existed. The strait is 21 miles wide. The mountain is 500 metres deep. And the railway inside it is still delivering missiles to the surface. open.substack.com/pub/shanakaans…

@teortaxesTex Jordan Egypt Saudi uae Oman Bahrain aren’t being proxy military funded by Iran and they have peaceful ties with Israel. Yemen Lebanon Gaza, and to an extent Iraq Syria have been and that’s were there is strife . Might take a generation but leave em alone and itll fine

Matt is going off the deep end too. Grow up. You're not in a position to deny Israel anything that's theirs, whether existence of military sovereignty. It's only debatable whether you're in a position to stop supporting them*. Israel is a permanent feature of reality. *also no

@GaryHaubold @polijunkie_aus Tawain also an island and more vulnerable to blockades , including to arms . Who knows maybe tawain has been building deep tunnels and bunkers too.

@polijunkie_aus It's a fair point comparing Iranian resistance to potential resistance from Taiwan, though Iran fought a hard war against Iraq in the 1990s & has a hard-core militarized force in its IRGC & Basij organizations. Does a similar capability exist in Taiwan?

Counter point: if the US can not subdue Iran, what possibility exists that China will be able to subdue Taiwan?

@DynamicMoats @insane_analyst @nachkari Couldn’t they destroy the pipelines? They are super long and would be hard to protect . Maybe could bury super deep under ground but that makes building and maintaining them super expensive

I think this is deeply underappreciated @nachkari

@MaciejGorgol @mmjukic Because Iran is huge . And mountainous. And they have deep underground bunkers . It’s hard to know where they are hiding. And even if we did it’s hard to penetrate that deep.

@mmjukic Why USA can’t just destroy all Iranian rocket and drone capacity from the air? Honest question. I understand this may never be possible 100%, but neutralise it to the extent Iran struggles to send a drone a day, and what they sent is usually intercepted

There are only three options to reopen the Strait of Hormuz: (1) Sudden inexplicable rapid regime change with no civil war (2) Completely conquering every square inch of Iran with the U.S. military with no years-long insurgency (3) Massive air-naval drone reindustrialization

@JungleStocks @CaesarCapitalz Because it’s unproven lottery ticket . For reference it’s a 14 person company.

@CaesarCapitalz Why $ALMU is still cheap?

🚨 12 photonics & optical semiconductor stocks: Key players in materials, substrates, components, manufacturing, testing, lasers, and foundry services powering AI data centers and high speed optical networks. 1) $ALMU - Aeluma: Develops scalable optoelectronic and photonic devices by integrating high performance III-V materials on large diameter silicon wafers for sensing, AI, defense, and quantum applications.

@Mi1x2x @signulll At least on X I go back to the “following” tab where I only follow higher quality accounts. A few days of this make the for you table higher quality .

Exactly—feeds are optimization engines, so they reinforce emotional priors unless we inject opposing signals on purpose. I’ve started doing “input diversification” blocks to break the loop and it changes model outputs too. What’s your best tactic for escaping algorithmic echo chambers?

& it’s not just llm’s telling you. you are in a reinforcement loop when you’re on the internet & you don’t even realize it.

@crux_capital_ Lasers are good for “cheap” munitions. But for hypersonic or advanced missles it would still be incredible difficult . The lasr has to track and ultra precise angles . And missles can be coated on reflective materials

It's hard to comprehend the significance of this $LASR $LMT $RTX $NOC If $LASR can successfully build this, it would completely change the landscape of future global conflict If you were following me a few months ago you know I started getting into defense stocks. My public picks are doing fairly well for the most part from my entries $LASR $AMPX $KOPN $OPTX $VELO $LTRX $POCI I stopped covering them on here because there were many others that were much more familiar with all the tech, contracts etc. and I felt like my place was much more suited for AI DC infra at this time. But I had to share this!

@teortaxesTex Lasers allow cheap drones to be intercepted cheaply. Ballistic missles are not cheap so harder to sustain

and I am not sure if lasers change the equation

People are figuring out that you actually can't do much about multiple high-end ballistic missiles. muh dome, muh THAAD are capeshit. *That* is what terrified 20C planners. Israel, too, wiped out IRGC not because "temu air defense sucks". It's a virtually unstoppable attack.

@mattforney Does US buy a lot of shit from China? Won’t this make all thst more expensive or non existent ? If US relies on China for manufacturing then does hurting Chinese manufacturing hurt the US? Or is that a goal too in order to make domestic manufacturing more cost competitive

It means Chinese industrial capacity and their military collapses. Which was one of the goals of bombing Iran in the first place. The Chinese Century is dying before our eyes.

@aleabitoreddit Risk could be that AI data centers inplement direct power generation that bypasses grid and provides power directly into data center.

Trade Idea: Long OTM $XLU leaps (2 years, Dec 2027/Jan 2028). This feels like once-a-generation long due to AI. XLU has concentration in $VST / $CEG power companies. Two reasons: 1. Paradigm shift due to AI DC electricity usage. 2. Low option IV (~14%) based on historical averages (flat since 2000s). AI power usage is astronomical. This cannot be understated. Never before in history have DCs use up this much GWs in power, especially when they require outputs of nuclear reactors for training LLMs. This forces $META, $AMZN, $GOOGL, and others to sign multi-year agreements to consume as much power as possible. And yet they still don't have enough. -> So, trillions would likely be poured into grid upgrades. Usually interest rates hurt the sector but we're going into more rate cuts, so it makes the sector a much better long. OpenAI's letter to congress pleaded the US to invest in energy as well to compete vs. China. So, this feels like a once-a-decade type long due to: - paradigm shift eating up any available power from AI - trillions in grid upgrades to compete vs. China - rate cuts. And low IV pricing from historical averages.

@Midnight_Captl Netflix most is not their content. It’s their ability to make content go viral.

@JThomasBurgess @weaverobotics Unless you started a laundry folding service and use this for the labor

@weaverobotics Cool, but way overpriced for a single utility machine. You compare it to a washing machine, but this is far less useful and costs 10 times as much. For the $250 subscription price you can just use a laundry pickup/delivery service, and they wash the clothes for you as well.

Today we're releasing Isaac 0: our first robot for the home. And we made a short video for our first customers to share what it’s been like having one in their home 😊

@reyphobic This is true except for walking. Walking faster is better for your muscles and heart.

the way this impacted my life is scary actually

@bzogrammer I feel like emotion is what puts urgency to our actions. Without it we could weigh the pros and cons ad naseum and never end up doing anything

I know rationalists and tech bros don't want to hear this, but: You know that hierarchical structure in the visual cortex that deep learning was modeled on? There's another hierarchy in the frontal lobe that generates actions. The top of the hierarchy is motor output. The bottom is the cingulate cortex, tightly coupled to the limbic system and responsible for emotion. Removing emotion from human decisions is, from a neurological perspective, equivalent to cutting the retinas out of the visual system.

@stock_vals @daddynohara Naw bro this is Bullish If they can be incompetent and still print money

@daddynohara did this actually happen? if so i am selling my amzn and i'm not kidding

> be me, applied scientist at amazon > spend 6 months building ML model that actually works > ready to ship > manager asks "but does it Dive Deep?" > show him 37 pages of technical documentation > "that's great anon, but what about Customer Obsession?" > model literally convinces customers to buy more stuff they don't need > "okay but are you thinking Big Enough?" > mfw I am literally increasing sales > okay lets ship it > PM says there's not enough Disagree and Commit > we need to disagree about something > team spends 2 hours debating whether the config file should be YAML or JSON > engineering insists on XML "for backwards compatibility" > what backwards compatibility, this is a new service > doesn't matter, we disagree and commit to XML > finally get approval to deploy > "make sure you're frugal with the compute costs" > model runs on a potato, costs $2/month > finance still wants a cost breakdown > write 6-pager about why we need $2/month > include bar raiser in the review > bar raiser asks "but can we do it for $1.50? we need to be Frugal" > spend another month optimizing to hit $1.50 > ready to deploy again > VP decides we need to "Invent and Simplify" > requests we rebuild the entire thing using a new framework > framework doesn't exist yet > "show some Ownership and build it yourself" > 3 months later, framework is half done > org restructure happens > new manager says this doesn't align with team goals anymore > project cancelled > model never ships > manager gets promoted to L8 for "successfully reallocating resources" > team celebrates with 6-pager retrospective about what we learned > mfw we delivered on all 16 leadership principles > mfw we delivered nothing else > amazon.jpg

@BizDevGrow @FlgrntlyObtuse @barkmeta If the jooooooooos now have 15 trillion dollars why isn’t Israel paved in gold. Why don’t they have a fleet of flying aircraft carriers

@FlgrntlyObtuse @barkmeta Joooooooooos

Let me get this straight… $15T was just wiped from Gold and Silver in less than 24 hours. That kind of money doesn't just vanish. It HAS to go somewhere… So… where did it go? I think we all know the answer… but no one is allowed to say it out loud…

@zephyr_z9 But this is google cloud. Most retain use chatGPT on azure no?

Look at the growth, anon Retail is nearly 1/10th of the total tokens processed

@1LeonMas @ContrarianCurse Cmon man. Netflix has content across the entire spectrum. Some shows are woke some are not . It makes content for everyone and therefor needs variety . Sorry there was one trans show you didn’t like. Some of the standup on there is anti woke.

@ContrarianCurse No longer paying for it as long as it stays woke

Believe it or not, this is a staple now

@Lars_Kruse_1973 @oguzerkan Apps are easily to replicate , the moat uber has is distribution

@oguzerkan I couldn’t disagree more. The current value of UBER comes from their established network of drivers. That will become worthless with FSD. What’s left is an app that‘s very easily replicated.

I have just finished watching the full 15-minute clip of $NVDA CEO Jensen Huang introducing Alpamayo. It's clear that robotaxis will be commoditized sooner than we think, and $UBER will emerge as the biggest winner from autonomy. Imagine how quickly and cheaply $UBER can deploy robotaxis across the world, as all the manufacturers rapidly integrate Alpamayo-based autonomy. While individual competitors are trying to expand region by region, $UBER will already have robotaxi fleets across the world working 24/7 for a fraction of the cost of human drivers. Couldn't be more bullish on $UBER.