@MissSassbox Dont work … dont buy .. at amazon if you have problems with them… 🤦♂️ 🤦♂️
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Albasag
2.6K posts
we don't want one hour shipping, we want the workers to have one hour for lunch instead
SAY CHEESE! 👄🧀@SaycheeseDGTL
Amazon has officially launched 1-hour shipping in US. Over 100 cities!
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@FrankLuntz @Generation_Lab They are easy to flip… just tell them they dont have to pay income tax if they make 150k below… 😂 😂
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Young voters (ages 18-34) say they would vote for Democrats in the 2026 midterms by a +33 margin.
👉🏻 generationlab.org/state-of-young…
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This $2B photonics monopoly down 75% from ATHs is key to AI's next paradigm shift.
Soitec at €54.00 $SOI.PA / $SLOIF is the clearest photonics multi-bagger I see right now.
After spending 36 hours at Nvidia GTC studying networking & CPO...
Soitec is now my third largest asymmetrical bet, behind $AAOI and $KRKNF.
Here's why I have steel conviction.
Soitec owns 95%+ market share in Photonics-SOI wafer, the substrate underneath every silicon photonics chip.
Every transceiver from $AAOI and $COHR. Every CPO switch from Nvidia, Broadcom, and Marvell. All fabricated on Soitec substrates.
Their only licensed competitor, GlobalWafers, is exiting.
There's an incredible moat here. No one else is qualified at all the foundries and it would take competitors years to even try and insert at $TSM $TSEM $GFS as they ramp for SiPho.
Why it's asymmetrical beyond the market growth: co-packaged optics requires 4x the SiPho wafer content vs. pluggable transceivers.
As the industry migrates from pluggables to co-packaged optics, which Nvidia's SVP of Networking told us at GTC is not optional, Soitec's revenue per optical port quadruples.
That is asymmetry right there.
Soitec's Edge & Cloud AI division which includes data center, is already growing 34% yoy, so when the CPO inflection happens in 27-28, we're talking silly math on top of existing momentum.
$TSEM their largest foundry customer, just reported silicon photonics revenue up 115% YoY with $920M in photonics capex committed and 70%+ of new capacity pre-reserved through 2028. Stock is up 60% and it's now a $20B company, but 10-15% of their cost per sipho chip will flow to Soitec.
The market primarily sees this as a struggling mobile supplier at 3.6x EV/revenue with the CEO stepping down. But the business has reached the trough of mobile and even has some nice short-term tailwinds in edge AI like smart glasses.
I see a monopoly substrate provider sitting at the base of a $14B --> $73B optical interconnect TAM growing at 39% CAGR.
Full breakdown of my thesis on Substack below.
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DUTERTE: ‘WE CAN ONLY PRAY THERE WILL BE 2028 PRESIDENTIAL ELECTIONS’
WATCH: Speaking to supporters in The Hague, Netherlands, Vice President Sara Duterte says Filipinos can only pray that the 2028 presidential elections will push through.
Duterte made the remark when asked if she is ready to run for president.
She also says she remains grateful for the continued support for her family, even as some political allies have distanced themselves.
“Sa totoo lang, iniwan na ako ng lahat ng kaibigan ko na pulitiko,” Duterte said. | @TristanNodalo
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can we please stop worshipping billionaires? you can’t hoard that much wealth without some sort of exploitation
Bilyonaryo@bilyonaryo_ph
NO VIP TREATMENT Bilyonaryo Teresita Sy-Coson was recently seen doing something refreshingly ordinary: lining up at a supermarket checkout on her own. A TikTok user captured the moment at SM Supermarket, showing the vice chairperson of SM Investments Corp. and chairperson of BDO shopping without any visible security detail or entourage. READ: bilyonaryo.com/2026/05/04/no-…
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Democracy is only meaningful if it is felt by every Filipino. Makakaasa kayo na kasama ninyo ako sa labang ito ✊🏼🇵🇭
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@RichHeydarian Class e?? The reason why they are still at class E because of Train law… a duterte masterpiece… 🤦♂️ 🤦♂️…. Tax the rich 💩!!! Its more of no jobs for you… Leni has to declare soon…
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Looks like the survey been referring to for quite sometime has been leaked na! Yes SINGLE-DIGIT na lang…
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Hey @grok Is this true? 🤔
Steven Ertelt@StevenErtelt
Did you know the first 23 black members of Congress were Republicans?
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The first Memory ETF just dropped — $DRAM
Top holdings:
→ Samsung Electronics — 25.02%
→ $MU Micron Technology — 24.13%
→ SK Hynix — 23.61%
→ Kioxia — 4.98%
→ $SNDK SanDisk — 4.81%
→ $STX Seagate — 4.75%
→ $WDC Western Digital — 4.67%
The AI memory arms race now has its own ETF
HBM demand isn’t slowing down. Memory is the bottleneck. $DRAM gives you a basket of every major player in the space.
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@AttyMatula The adjustment should start from the government… make the government small … eliminate national agencies that can be done in provincial levels… before you make adjustments in tax brackets… this is just a band aid to big problem which is 🇵🇭 has a big gov = big taxes
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Below living wage or ₱50k a month ang sahod wag i-tax.
DZBB Super Radyo@dzbb
.@AttyMatula: Dapat ‘yung below ng living wage na sinasahod ng mga manggagawa ay hindi na sila ita-tax.
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Top stocks benefiting from Edge AI growth:
$ARM - Architecture powering most edge AI chips.
$NVDA - High-performance edge AI (Jetson Orin / Thor series).
$QCOM - Power-efficient mobile & automotive edge AI (Snapdragon).
$AMD - High-performance edge inference chips (Ryzen AI, Versal SoCs).
$INTC - Broad industrial & AI PC edge processors (hybrid CPU + GPU + NPU architecture).
$AAPL - On-device AI champion (Neural Engine).
$AMBA - Vision AI specialist (ADAS, drones, cameras).
$BB - Safety-critical edge AI (QNX, integrated with NVDA's IGX Thor platform).
$NOK - Network & private 5G edge infrastructure.
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🇵🇰🇺🇸🇮🇷 Pakistan, the US-Iran peace mediator, has asked Trump to suspend making any potential military decision at this stage.
Trump just received a CENTCOM briefing on options to "blast the hell" out of Iran and Pakistan jumped into the conversation before Trump decides to do something stupid...
Source: Al Jazeera
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Albasag retweetledi
Full series as PDF: situational-awareness.ai/wp-content/upl…
Read online: situational-awareness.ai
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@yesthatbern Dont get me wrong.. 4ps can be a millionaire/billionaire someday!! As long as the government dont get in the way… ex. Tax them to death…
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@yesthatbern Its simple… at least billionaires work their ass off making new business and job opportunities… while 4ps … hmmm i actually dont know what they do… maybe you can tell us ..
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@RichHeydarian Hungary 🇭🇺 did not elect a progressive president.. 😂 😂
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There is ALWAYS a FIRST for everything. If VP LENI — clearly still the TOP CHOICE for progressives — is not running for the highest office again, she could be a decisive factor by ENDORSING an INCLUSIVE and UNIFYING “process” to choose the standard-bearer of DEMOCRATIC forces in 2028. Primaries? A council of elders? A mixed system, including crowdsourced votes from registered voters in addition to preelection surveys and analytics? Or an inclusive, community-driven, and consultation-based mechanism led by trusted civil society leaders? There is a wide range of options. Here, the pink movement can take a page from successful national unity coalitions from Hungary to the Czech Republic, where a grand coalition of progressive-democratic forces managed to dislodge corrupt strongmen. For the first time in our history, we might have a shot at not only electing a truly great president — Mayor LENI still remains a TOP CHOICE for progressive forces, and Bam & Risa clearly in the mix too — but also building a new movement for transformative change after a decade of demagogic politics. We deserve better, and we can attain a better Philippines in the near future!
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@goodkidbikecity UBI ??? 😂 your government cant even afford to pay cloud servers atm .. 🤦♂️.. keep it up ! Hope you see UBI someday… 😂
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If this is Bam opening the door to UBI then this is fantastic
GMA News@gmanews
Sen. Bam Aquino calls on the Department of Economy, Planning, and Development to expand government initiatives to middle class: "Kailangan din nila ng tulong" During the Senate hearing on government interventions to address rising oil prices today, April 29, 2026, Sen. Bam Aquino called on the Department of Economy, Planning, and Development (DepDev) to expand government initiatives to middle class as they also need help. Aquino said Filipinos earning P0 to P55,000 per month constitute about 87% of the population, which he called "almost universal." "If universal na 'yan, dapat pati government initiatives ay universal na rin," he said. Visit gmanetwork.com/news for updates.
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@ChelDiokno Whos paying?? Same businesses that cant afford to hire new employees?? Same business that csnt afford to pay tax loaded fuel and electricity?? … keep electing socialist politicians you end up having a socialist country..
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MABUHAY ANG MANGGAGAWANG PILIPINO.
₱200 DAGDAG NA ARAWANG SAHOD, NGAYON NA‼️
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