maddy

Codex is actually much faster and does use powershell very well than other tools !

Don't waste your time on these bakwass things . not important, important is that u r so busy that u don't have any time for this rubbish

You don't know how big a fish you are till you try a big pond.

tpot is dead or somehow i am not seeing anything for months

skills working better than official plugins , what are these guys even doing at atlassian

lmao got short squeezed hard this week. lesson learnt , time to take losses and come back again to the casino

Everyone congratulate Gerard Williams III for painting his house. By far the most hilarious excuse I have seen for leaving a toxic workplace. "Dont worry guys, I left to paint my house. Everything is fine."

Today, India takes a defining step in its civil nuclear journey, advancing the second stage of its nuclear programme. The indigenously designed and built Prototype Fast Breeder Reactor at Kalpakkam has attained criticality. This advanced reactor, capable of producing more fuel than it consumes, reflects the depth of our scientific capability and the strength of our engineering enterprise. It is a decisive step towards harnessing our vast thorium reserves in the third stage of the programme. A proud moment for India. Congratulations to our scientists and engineers.

Issac Asimov

context : Iranian wife

are they vibecoding vs code , its becoming unusable lately

God save the king is stupidest national anthem in the world

Me everyday looking at my stock picks. #wsb #silver

@aleabitoreddit who is supplying chip to openai $QCOM / Mediatek / $AVGO ?

Boston Dynamics/Optimus/Robotic supply chains TLDR: - $ALGM ($6.5B) motor/sensing (Optimus) - $NOVT ($4.7B) feedback (Atlas, Figure) - $VICR ($6.5B) power (Atlas) - $OUST ($1.64B) LiDAR (Spot, Atlas) - $AMBA ($2.7B) - Chips (Atlas, Figure) - $AEHR ($812m) - SiC Test (t2) - $RRX ($10.5B) - Joints (Agility, Apollo) - $TKR ($6.53B) - Harmonic Strain (t2) - $MP ($11.82B) - NdPr magnets (t3) - $LSCC ($11.6B) - Sensor Fusion FPGAs (t3) I'm personally in: - $SYSS ($998M) - Skeleton (Optimus, Atlas, Figure) - $LPTH ($701M) - Vision (T2) Was researching these companies after OpenAI's push into robotics yesterday and wanted to do a TLDR format of findings. Again, robotics OEMs generally don't publish BOMs, so most of these are confirmed but some are unconfirmed but very likely from cross-referencing public findings. But we should see an inflection point for robotics going into 2026-2027. Thoughts: - Harmonic Drive Systems (6324.T). Was tracking this as the leader but they just got disrupted by China's Leaderdrive that copied their technology and at 40% lower cost. - Based on this, $TKR (US) is probably the most "alpha" up there since through Cone Drive acqusition, they're the primary US-based provider of harmonic gearing vs. Harmonic Drive / Leaderdrive. - $AMBA and $VICR are probably the most interesting ones outside of $SYSS that I've found in the US supply chains. - I picked $SYSS as my choice for robotics bottleneck exposure since they're the skeletons/materials for each humanoid on scale up (eg. with Boston Dynamics Atlas as known users) and effective US certification monopoly. - $LPTH happened to be a coincidental Robotics bottleneck exposure since I bought this for DoD/military bottleneck exposure too . These are just the "under the radar ones" in the US for the mass production scale-up. Don't own any of them aside from two, but I'm still looking into them. Unfortunately many supply chains like $TSLA's actuators ($685M order with Sanhua) are still in China. But I expect many of them to flow back to the US, so still looking for alpha in terms of supply chain BOM. If I missed any feel free to mention others.

we split the atom almost a century ago but yet we are so backward in energy generation :)

@iliekcomputers Really good

Now reading Notes from underground by Fyodor Dostoevsky

every shot from the stranger things finale looks like this

🥳🙌

Boxing without punching lmao