LazarDagalev

On my way to Beijing in Air Force One

Sometimes I ask myself if this is true

OpenAI sent a memo to congress regarding Deepseek distillation: "Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power at scale." Power Delivery - $VRT, $ETN, $PWR, $WMB, $KMI Tier-1 Energy Providers: $CEG, $VST, $TLN, $GEV, $NEE, $BEPC, $D Grid-Energy / Storage - $TSLA, $FLNC, $NRGV, $BE Energy: $TE, $FSLR, $NRG This is a tailwind reiterated for these companies. And there's a second-order tailwind for companies that already secured GW capacity like $IREN, $NBIS, $WULF, and $CIFR. The core issue of the memo was around IP theft and national security issues. But the largest warning about sustaining an advantage was Energy. OpenAI warning Congress that in 2024, China added 429 Gigawatts (GW) of new power capacity, which was more than a third of the entire US grid and more than half of global electricity growth. Without a radical expansion of the American power grid, they believe China’s "brute force" energy buildout will eventually allow them to surpass Western AI capabilities. Photonics, Advanced Packaging, and Memory are three fastest growing bottlenecks right now. However, OpenAI explicitly warned the U.S. government that whoever generates the most power wins the AI race. Their message: Invest in American Energy.

NOAA Determines TMC USA’s Consolidated Deep-Seabed Mining Application is in Full Compliance. Read the press release: investors.metals.co/news-releases/… $TMC #deepseamining

@earnings_guy Where are $BE and $STX?

This is how the stocks of the reporting companies performed yesterday: $CLS $CDNS $NUE $RMBS $AMKR $BRO $VTR $PSA $CR $LC $SPOT $KO $UPS $GLW $GM $GLXY $SPGI $BP $AMT $HLT

Under the directives of the President of the UAE, we launch a new government model. Within two years, 50% of government sectors, services, and operations will run on Agentic AI, making the UAE the first government globally to operate at this scale through autonomous systems. AI is no longer a tool. It analyses, decides, executes, and improves in real time. It will become our executive partner to enhance services, accelerate decisions, and raise efficiency. This transformation has a clear timeline. Two years. Performance across government will be measured by speed of adoption, quality of implementation, and mastery of AI in redesigning government work. We are investing in our people. Every federal employee will be trained to master AI, building one of the world’s strongest capabilities in AI-driven government. Implementation will be overseen by Sheikh Mansour bin Zayed, with a dedicated taskforce chaired by Mohammad Al Gergawi driving execution. The world is changing. Technology is accelerating. Our principle remains constant. People come first. Our goal is a government that is faster, more responsive, and more impactful.

@F1BigData He went off the track

Believe it or not, but this a pole lap in Monaco

Introducing Claude Opus 4.7, our most capable Opus model yet. It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back. You can hand off your hardest work with less supervision.

That's us! 🌍 The Artemis II crew captured beautiful, high-resolution images of our home planet during their journey to the Moon. As @Astro_Christina put it: "You guys look great."

@benjamincowen when is ETH going home Ben?

BTC Down 50% from the highs youtube.com/live/8_iKuXNSP…

@benjamincowen @benjamincowen Ben when is ETH going home?

Bear markets suck. They don't last forever though. Better times will come. Still think October 2026 is a good candidate for a major market low, but open minded to sooner if the meltdown accelerates.

@BillyM2k 2026 will be a banger

JUST IN: 🇺🇸🇦🇪 Elon Musk meets with UAE President to discuss advanced technology and artificial intelligence.

@NguyenThih36 @GrwaNnKqMn5nG68 @RyanHClaffey @ForeignDevil666 @michaelturton @MaritimesCrimes @ChinasCanada they are fishing

Rare footage! Thousands of Chinese vessels are swarming right at the border of Peru's 200 NM EEZ. But why are they stopping at the demarcation line? Bcz they all will turn off their AIS to enter others' EEZ, which makes them untraceable. They operate illegally in other waters, being invisible. Why are we silent on this?

when people ask how much I'm down on my crypto bags

GM ☕️

@coinbureau Check the company's stock price. It is a forever downfall.

🚨BREAKING: NASDAQ-listed AgriForce is rebranding as AVAX One and plans to raise $500M to scoop up $AVAX!

Data is pointing toward a 50 bps cut at next week’s FOMC meeting, but the market doesn’t seem to be pricing it in. Could it a be because we've been stuck at the same rate for longer period? A higher cut could definitely give the markets a boost, think about it :) $BTC $ETH $TMC

Standing under Starship