AgentM

@yaakovkatz @IDFSpokesperson Put me in coach

I rarely watch TV since there’s usually little to gain from it, but I’m glad I did tonight - otherwise I would have missed the latest staged “press conference” by @IDFSpokesperson Effie Defrin. The country is running to bomb shelters on the hour and this is who is sent to reassure the public? These statements do nothing and it has become crystal clear - Israel’s communications effort is broken. Time for someone to take the reins.

@DavidMKeyes @Esmail_Qaani_ir Machanaim champion!

As a former Israeli official, I obviously cannot confirm or deny that @Esmail_Qaani_ir is an Israeli spy. But I can absolutely confirm that he was my counselor at Camp Ramah in Ojai in the summer of '95. Bunk 12 was amazing and the dude literally taught me how to play gaga.

@RKelanic 1. Israel killed the ayatollah 2. No indication that israel was behind the bombing of the school Besides that, cool story

The U.S. just killed the premier Shia religious leader during Ramadan, the holiest month of the Muslim calendar. As a reader pointed out, it’s equivalent to killing the Pope during Lent. Add to that an Israeli missile strike that killed dozens of Iranian schoolgirls. This will stir decades if not generations of enmity among ordinary Iranians toward the U.S., even among those who hated the Islamic regime. The idea that Trump’s war could transform US-Iran relations in any positive way —even if the Iranian people revolt — is pure fantasy. @defpriorities

@dilanesper lol on that last part. He may be a lot of things, but holding "semi moderate views on israel" is not one of them.

The targeting of Ahmadinejad is... unorthodox. He was under house arrest, apparently a dissident. He's also the sort of figure you generally DON'T target in a decapitation strike- a potential factional leader supposed to have semi-moderate views on Israel.

@agraybee I assume he's implying Arafat who was neither a head of state nor proven to actually have been killed by Israel.

Fine, I'll bite: who was the first?

@McFaul @CathyYoung63 Lots of Katushas being sent from southern Lebanon tonight? No. Ask yourself why.

I was against this war against Iran. Now that it’s happening, I hope it leads to democratic regime change. I’m elated that Khamenei is gone. But the arrest of Maduro has not produced democratic regime change yet. The killing of Hamas and Hezbollah leaders did not end those terrorist groups. We have long ways to go before Iranians are free and living under democracy. Celebrate the end of Khamenei today. Worry about what comes next tomorrow.

@powellAtlantic @nickgillespie Ve Nahafochu

The fallout from Oct. 7th is astonishing. Hezbollah decapitated. Hamas nearly destroyed. The Iranian regime too. And lest Israel get triumphal, its image around the world is in tatters and it's lost support Republican and Democratic. Sinwar was the architect of disaster for all

@SohrabAhmari Lol... c'mon, you know this is not representative in the LEAST.

I don’t see regime-collapse signs or close to it.

@jawillick Iran has suffered decades of economic woes due to the ayatollah's messainic desire for nuclear weapons.

Would a democratically-elected government in Iran have less of an appetite for nuclear weapons than the theocratic government? No reason to think so in my view.

@brithume Baghdad Bob reprise

Iran's foreign minister tells NBC News that his country's high command including Khameini are all alive and that "everything is fine."

@John_A_Ridge Disinformation. It’s kind of obvious what the playbook is now.

@NickKristof @tomfriedman Oh no, Olmert of all people calling out criminality!

A strong column by my colleague @tomfriedman about Israel's attempted ethnic cleansing of the West Bank, noting that that even former prime minister Olmert describes it as "violent" and "criminal." nytimes.com/2026/02/17/opi…

@StockSavvyShay @grok what are the moving averages of these tickers

$GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx. Here’s how that money flows through the AI stack: GPUs, Accelerators • $AMD provides second source AI GPUs with MI300 & MI400 series • $NVDA powers the AI accelerator layer with Blackwell shipping & Rubin in production ASICs, TPUs, Design Services • $MRVL provides interconnect & custom silicon for AI racks • $ARM supplies CPU architecture across hyperscaler server fleets • $CDNS enables hyperscaler AI chip development through EDA tools • $AVGO builds custom AI silicon & networking ASICs for hyperscalers • $SNPS powers hyperscaler silicon roadmaps with chip design software Memory • $MU supplies HBM & advanced DRAM for AI accelerators • $SNDK supplies NAND flash for hyperscaler storage layers • $WDC provides high capacity storage for AI data pipelines Networking • $CRDO supplies high speed SerDes for AI interconnect • $COHR provides lasers & photonics for optical networking • $ALAB delivers connectivity silicon for rack scale AI systems • $ANET powers high speed switching inside hyperscaler AI clusters • $GLW supplies fiber & optical materials for data center connectivity Foundry & Advanced Packaging • $KLAC process control for yield & reliability • $LRCX etch & deposition tools for chip scaling • $TSM advanced logic manufacturing for AI chips • $AMAT wafer fab equipment for advanced nodes • $ASML EUV lithography enabling leading edge nodes • $AMKR advanced packaging & test for AI accelerators • $INTC domestic foundry & advanced logic manufacturing for AI chips AI Utility Layer • $IREN builds down into power + compute • $NBIS builds across the software + developer layer • $CIFR rents out the physical layer through long-term leases • $CRWV provides on demand GPU cloud capacity for AI workloads Energy & Power • $FSLR adds incremental utility scale solar capacity • $CEG delivers nuclear baseload for large data center clusters • $NEE builds large scale renewable capacity for grid expansion • $VRT controls cooling & power systems inside AI data centers • $VST supplies dispatchable power for hyperscaler grid demand • $BE provides on site power that bypasses the grid for AI clusters • $EOSE enables long duration storage for 24/7 data center power • $SMR develops small modular reactors for future nuclear buildouts • $OKLO provides “local nuclear plant” that the AI economy will require • $GEV supplies turbines, transformers & grid hardware for grid rebuild

@chamath @grok can you perform this analysis?

is there a way to do a regression on doctor quality and mcat score? one could also look at malpractice claims vs mcat score as well...

@DeluxeMarc @TrungTPhan wut

@TrungTPhan Interstellar is the better movie, by any measure.

During their AGI chat at Davos, Demis and Dario both said “Contact” was one of their favourite films. Dario called out this specific scene when Dr. Elie (Jodie Foster) tells the panel the question she’d ask if she met the advanced alien civilization: “How did you do it? How did you evolve, how did you survive this technological adolescence without destroying yourself?”

@hamptonism Shoot the first one in the head - the rest dont *know* you only have one bullet.

Blackrock Quantitative Interview Question:

@TheCinesthetic ROME

What’s an HBO series (that’s not The Wire, The Sopranos or GOT) that y’all would recommend?

@ericbahn Yes you can!

Millennial Test, when I say: “Can I kick it?” What is the appropriate response?

@Granitepolitics @nycvoter @jimgeraghty @hstein3 L-O-Fucking-L Mamdani managed to unite dispirate Jewish Orgs (who never all agree) for one magical day explicitly to ensure he loses. They failed, but he certainly does not "understand" the "complexities" of anything Jewish.

@nycvoter @jimgeraghty @hstein3 Mamdani seems to understand the complexity of the Jewish community in New York City far better than either Cuomo or the Jewish groups who claimed to speak for the entire Jewish community of New York City.

I’m not going to begrudge any conservative who looked at the options of Andrew Cuomo or Zohran Mamdani and concluded Cuomo was the lesser evil. But I will begrudge the movers and shakers among the allegedly sensible non-socialist New York Democrats – the Wall Street crowd, Mike Bloomberg, Bill and Hillary Clinton, etc. – for not recognizing what damaged goods Cuomo was. nationalreview.com/corner/heck-of…

@SprinterObserve Reporter asks guy in park about the shelters. Guy calmly takes mic and begins to give a normal response then totally changes his tone and starts blaming “leftists” and the reporter tries to end the interview.

Epic moment with Indians on Channel 11 of the Israel He explained the current situation of the israeli with the help of a diagram 😂