Krishnamurthy Ganesh B

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Layers of AI

My father is 83 years old and has studied US stocks for almost 52 years. He summarized some simple rules for beginners: 1. Price falls 5% → Hold 2. Price falls 15% → Buy 10% 3. Price falls 25% → Buy 25% 4. Price rises 5% → Continue holding 5. Price rises 15% → Continue holding 6. Price rises 25% → Sell 10% 7. Price rises 35% → Sell 20% 8. Price rises 45% → Sell 30% 9. Price rises 60% → Sell 40% 10. Price rises 100% → Sell everything Discipline + patience = stable long-term growth. (Save this later).

🇺🇸 US 13.58M bpd ✅ last man standing 🇷🇺 Russia 9.87M bpd ❌ back to sanction soon 🇸🇦 Saudi 9.51M bpd ❌ refineries droned 🇮🇶 Iraq 4.39M bpd ❌ Hormuz blocked 🇮🇷 Iran 4.19M bpd ❌ at war 🇦🇪 UAE 3.82M bpd ❌ bombed 🇰🇼 Kuwait 2.58M bpd ❌ output reduced 🇻🇪 Venezuela 0.97M bpd now under US control That's 35M bpd 33% of global production disrupted, sanctioned or at war simultaneously. Brazil and Guyana are growing. But deep water projects take years. Canada has oil. Oil sands can't react fast enough. Norway produces. But 1.85M bpd doesn't fix a 9M bpd deficit. The world built an energy system assuming most of this list would always be online. That assumptionis at risk 💡 Subscribe to my newsletter ☑️ Link in my bio

In 1999, Buffett explained why most people never get rich.

China just buried the internet underground. China built a 1,300-ton data cabin submerged under the sea, housing 24 server racks running 400 to 500 servers cooled entirely by the ocean. No air conditioning or cooling towers sucking up millions of gallons of water, just cold seawater doing the work for free. Standard data centers spend up to 50 percent of their total energy just on cooling and this one cuts that number to below 10 percent. And this is just the beginning, China’s plan calls for 100 of these underwater cabins. Meanwhile, a second facility just launched off Shanghai, wind-powered for $226 million which targets a PUE of 1.15 almost perfect energy efficiency. Now here is the part that stings, the US invented this concept. Microsoft launched Project Natick back in 2013, they sank 855 servers off the coast of Scotland. The experiment worked beautifully and only 6 of 855 servers failed compared to 8 out of 135 in a land-based center. Then Microsoft shut the whole project down and in 2024, the head of Microsoft’s cloud division said: “I’m not building subsea data centers anywhere in the world.” America proved it worked while China actually built it. This matters beyond energy efficiency, the US is already hitting an energy bottleneck. New AI data centers need more than a gigawatt of electricity enough to power a small city and there is not enough power coming online fast enough. Meanwhile, China does not have that problem, it has a coordinated national energy buildout, offshore wind farms, and now data centers that barely need power for cooling.

No rare earths = no missiles = no war Even before the war started, RE stockpiles were low, and China, the biggest exporter, restricted exports on key military-linked REs - Neodymium: 90% comes from China - Gallium: 95% of supplies come from China - Graphite: 80% of supplies come from China - Tungsten: 80% of supplies come from China One could say no China = no war. This puts the US in a rather uncomfortable situation in which their military relies on the final endboss they plan to defeat

This.👇

when first goals are made and then second goals are made, you don't miss following the first.

Two years of sustainance capacity is recommended. I am using atleast 2-3 years of company sustainance and ROI for this but why are you all fighting. I hope it is not the defence budgets

IT Software, firmware, and IT Hardware (infrastructure) are different oceans not the same