VIL

@nntaleb Israel wasn’t Genghis Khan in the metaphor

I wonder what logical contortions are needed by Israelis to explain how they can boast the ruthlessness of Genghis Khan while simultaneously claiming the status of victim.

Guilt

@jbulltard1 Investing is easy just look at the 200 day and do what it tells you

$nvda first gap down below the 200 day in 10 months, and you are calling bottoms on the market?

@tastybits @Bloomberg This article was obviously false

What most people forget - Supermicro has been an alleged Chinese asset for a long time. In 2018 @Bloomberg published a story about hacked Supermicro servers shipped to 30 US tech companies, including Amazon and Apple implanted with chips that could be remotely controlled through the baseboard management controller. In terms of complexity, its a god-level attack. I would have dismissed it as impossible myself, but I learned my lesson after the Snowden disclosures. Nation state capabilities are far more advanced than our imaginations allow. The reporting was corroborated across multiple sources, but every one of them was anonymous. Publicly tech companies, DHS and NSA all denied the details. Everyone at the time dismissed the story as too fantastical and nothing ever came of it. Apple dropped Supermicro as a supplier, but that was the end of it. Certainly more believable now. It takes A LOT of leverage to get Wally Liaw - a US citizen worth $650M - to commit massive fraud like this. But he did. China has something on this guy.

@DylanOnChips “'Rosa', unveiled in his keynote speech the previous day, will be equipped with next-generation low-power DRAM 'LPDDR6'. CEO Huang explained, "Vera CPU uses LPDDR5, and Rosa CPU uses LPDDR6.” finance.biggo.com/news/Cvgn_5wBO…

@DylanOnChips LPDDR6?

Nvidia's next-gen Rosa CPU will use DDR6.

Islamic fascisim is a cartoonishly evil ideology. It seeks a global Islamic caliphate that subjugates everyone on earth to its theocratic law. It seeks to strip every person on earth of the most basic human rights. Its most consistent practitioners are so fanatical and brainwashed that they commit suicide to further their cause, while the masses of adherents cheer them on. The largest and most powerful implementation of the ideology, which funds and supports its advancement throughout the world, has been attempting to acquire nuclear weapons for many years. The west, unwilling to even clearly identify the problem, has repeatedly kicked the can down the road through decades of appeasement. The far right and far left in the west, unified by their own hatred of western civilization, oppose removing the threat permanently. Their primary weapon is moral inversion, confusing the victim and the aggressor by never daring to identify the animating goals of each side.

Doomers always lose

@stevehou Because you can arb it by holding the oil

I don’t understand this either. Futures are not a perfect risk neutral forecasts/expectations of the future prices, but they surely can’t be untethered to them either? If everyone expected crude spot to go up to $150 and remain there, futures will go up a lot. The fact that futures aren’t lower reflect risk-adjusted expectations that oil prices will eventually come down. What am I missing?

@nachkari Not too educated on this stuff but isn’t his point about unfettered drilling in the 1930s leading to less energy independence today just flat wrong?

@IntelBull_ No prob

@VeeEyeEll Oh shit thanks really didn’t know. You are a genius

GTC was a disappointment and a missed chance to address a real issue: the extent to which $NVDA already dominates the AI compute stack. Nvidia’s position in the AI GPU market is overwhelming, it accounts for roughly 80–90% of the data‑center GPU market, and that dominance gives it immense leverage across the broader AI infrastructure ecosystem. What’s more concerning is Nvidia’s outsized dependence on Taiwan’s semiconductor industry, particularly TSMC, for advanced manufacturing. Over 90% of the world’s leading‑edge chips are still made in Taiwan, and TSMC’s facilities in Taiwan produce essentially all of Nvidia’s top‑tier AI accelerators. A significant disruption there, whether through geopolitical tension or conflict — would have catastrophic implications for the global tech supply chain and economy. U.S. officials have even warned that Taiwan is a “single point of failure” for critical chips. This dynamic isn’t just about supply risk — it also means Nvidia can effectively set terms in the AI hardware market because most of the cutting‑edge capacity it needs resides in one geopolitical hotspot. Regulators should take a far closer look at $NVDA market power and its long‑term implications. Its dominance in AI GPUs, ecosystem lock‑in (such as CUDA), and strategic position in global chip supply chains give it de facto control across multiple verticals — from training to inference to infrastructure — which raises reasonable competition and national security questions. The @realDonaldTrump administration and global regulators shouldn’t wait for a crisis to start paying attention to these structural risks. They need to diversify now away from Taiwan to us fabs like $INTC It’s now or never 2027 is 7 months away. Why are they all sleeping at wheel

Edison’s Menlo Park r&d lab was a “patent troll”

Parallelization -> training + inference -> training + prefill + decode -> training + prefill + attention + feed forward network

@UpslopeCapital One last gift to long suffering shareholders

One of the worst CEO's ever to do it - an actual ham sandwich - finally retires, and you're selling?

@amasad Imagine the stability under an islamic caliphate

This was so controversial to say last year. Now it’s basically a fact—they’re adding to the Python stdlib.

@PaneerCap The BamSEC team has been notified of this issue and will resolve it as soon as possible.

bamsec was an amazing product completely ruined by alphasense

I love how gamers see NVIDIA as a type of Slave-Entity that isn’t supposed to develop anything other than new, cheaper graphics cards for gaming when the upper bound of what they needed was solved by the 3090

“Listen to what the market is telling you”

10 years ago $AAPL was the biggest company in the world and making multi-year lows. The NTM PE was 10 w/ 10% of the market cap in cash. Everyone was debating the end of innovation in smartphones, the iPhone as product vs. ecosystem, and lengthening upgrade cycles. Up 10x since.