SlowPoke

@ShortSeller @dampedspring Context . Why is he that kind of person?

@dampedspring You really are a sad pathetic person.

My quant.

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Holy f*ck. Word for word. Ana Kasaparian (Extreme Left Wing) and Nick Fuentes (Extreme Right Wing) paint themselves as polar opposites on the political spectrum. However, listen to them here, side by side. This is horseshoe theory on fully display.

@HyperTechInvest Amd gives 30% to Anthropy

SemiAnalysis rumor: Anthropic to strike a major deal with $AMD to use MI450 accelerators

@SemiAnalysis_ Yes. China would "encourage" and Apple would soon make it standard on Asian market to use CXMT/YMTC memory. May be not products meant for US or Japan or Korea.

Key question for the global memory market: Are China-based players flooding the market, or just benefiting from price premiums? With CXMT pulling forward its IPO to fund expansion and analysts questioning whether this could threaten the pricing power of SK Hynix, Samsung and Micron this is becoming one of the most important data points to watch. (1/5)🧵 (koreaherald.com/article/107101…) (x.com/dnystedt/statu…)

@priyaee You brain is twisted. He wasn't the one who generalized all liberal men as ugly.

I really don’t think you want to play this game, Congressman…

@Fintech03 You can easily put a graphite sheet or thermal interface material on back cover and use a removable battery.

Modern phones charge at 65W/80W/120W+. This generates a lot of heat in the battery. To manage that heat safely, manufacturers seal the battery & press it directly against graphite sheets, copper vapor chambers, & the phone’s metal frame, turning the entire chassis into a heat sink. A removable battery usually has a small air gap b/w it & the back cover. Air is a terrible conductor of heat, so the cooling efficiency drops significantly. With fast charging, the battery would overheat more easily, forcing the phone to throttle charging speed/performance to stay safe. Another important reason is water resistance. To achieve high IP67/IP68 ratings, we need reliable gaskets & adhesives. A removable back cover requires a large, perimeter-based mechanical seal that can be opened & closed by the user. These seals are notoriously prone to failure, even a single hair/grain of sand can break the seal.

The Jensen Huang episode. 0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains? 0:16:25 – Will TPUs break Nvidia’s hold on AI compute? 0:41:06 – Why doesn’t Nvidia become a hyperscaler? 0:57:36 – Should we be selling AI chips to China? 1:35:06 – Why doesn’t Nvidia make multiple different chip architectures? Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!

Your smart TV is taking screenshots of your screen every 15 seconds. Not a guess. Not a theory. A peer-reviewed study by researchers at UC Davis, UCL, and UC3M tested it. Samsung TVs: every minute. LG TVs: every 15 seconds. Even when you're just using it as a monitor. Here's how to turn it off for every brand:

@Unveiled_ChinaX Where are all the parts made? In China? Showing company HQ is different from manufacturing location for that part.

China only contributes ~5% to an iPhone. That’s the part most people don’t know. Because it breaks the “Made in China = made by China” narrative. Teardown and value-added studies consistently show: - China’s role is mainly final assembly plus some lower-value parts - The domestic value added is typically in the low single digits, often around 3–6% depending on the model - Earlier models like the iPhone 7 showed roughly 3–4% of factory cost coming from China Where the real value sits: - U.S. (Apple): design, software, chips architecture, and a large share of profits - Japan, South Korea, Taiwan: displays, memory, cameras, and advanced components - Europe and others: specialized high-end parts Apple alone captures 40%+ of the final price through design, ecosystem, and branding. Here’s the key point most people miss: When an iPhone ships from China, trade data counts it as a China export, even though most of the value was created elsewhere. So when U.S. smartphone imports from China drop sharply (from 90% to 25%), it doesn’t mean the product disappears. It means assembly moved. Same components. Same suppliers. Different location. China still matters for scale. But in terms of profit and value, assembly has always been the lowest-margin and most replaceable part. source: statista.com/chart/27730/ip… #SupplyChain #Apple #China #India #Vietnam #GlobalTrade #Decoupling #TechEconomy #Geopolitics #Manufacturing

@ProudSocialist "7th warehouse fire in past week" where ? LA? California? USA? North America?

Another warehouse fire has broken out this time in Compton, California. This is the 7th warehouse fire in the past week alone. 🔥

@sentdefender @RapidResponse47 @lookner Yes. Token support of few soldiers is appreciated.

@RapidResponse47 @lookner Tell that to the hundreds of NATO-led coalition troops killed in Afghanistan in the defense of the United States after 9/11.

@ozzy_livin Charm and vanna are Greeks that respond to specific inputs — time passage and vol change. They're not calendar events that 'open' on a schedule. The pre-OpEx drift, when/if it occurs, is driven by positioning, not the calendar.

This podcast on Jensen Huang was PHENOMENAL. Proof that if you want the truth, you don't interview the person (they will just be selling themselves). Rather, you interview the person who STUDIES the person. Fintwit--trust me, you will enjoy this. $NVDA econtalk.org/the-man-who-bu…

@Osinttechnical 😂 this guy

Vance: “What [Iran] has done is engaged in this act of economic terrorism against the entire world… well as the President of the United States showed, two can play at that game.”

@BhaagKhela @SemiAnalysis_ He wrote "Foxconn China assembly network". What r u on about?

@SemiAnalysis_ Such a poor analysis. Yes, the location changed. But the same Chinese company's branch in India is doing the assembly. Yes, India got employment. But America is still dependent on China, not India.

US smartphone imports from China have collapsed from 90% to 25%. The Foxconn China assembly network, once the undisputed backbone of Apple's hardware empire, is seeing its centrality eroded in real time. This is the clearest data point yet of a forced, systematic derisking of the consumer electronics supply chain. (1/3)🧵

@SemiAnalysis_ Can't people read semi wrote "Foxconn China assembly" is "eroding" .

@KentGarrison The new ones are constantly monitoring what you watch and making a profile of your interests, activity and behavior.

Shoutout to all the dads that paid five grand for this in 2004

@SqueezeMetrics @dampedspring He is indirectly telling in advance full scale invasion will breakout by Monday and to avoid the area.

@dampedspring Wow, the responses to this.

I get Iran strategy I get Israel strategy I have lost the plot on US strategy I must admit.

@ShivAroor US wants to control oil sources. Gulf already with US. VZ done. Iran in progress. Russia is untouchable. India only has Russian source without becoming a full US vasal.

U.S. NAVY BEGINS BLOCKADE OF SHIPS TO/FROM HORMUZ. MY QUICK VIEW: 1. Surprised it didn’t happen sooner. U.S. Navy moving now likely indicates asset ship availability now to enforce the blockade. 2. Turns Hormuz from a mere strait blockade into a contested naval corridor where U.S. forces says it will block ships. 3. U.S. Navy says mine clearing ops have begun. Iran Navy says it has chased away some warships. Even a single clash could rapidly escalate into a direct naval confrontation inside the narrow strait. 4. Slighest miscalculation or mistaken engagement can trigger a major escalation. This is an area where Iran has already attempted strikes on U.S. warships and is has been looking to ‘avenge’ Minab, considering the Tomahawks that hit the school were from a U.S. Navy ship. 5. This impacts not just Iran but also Washington’s Gulf allies. If the blockade materialises, expect it to be selective like Iran’s blockade or the strait. Consumer nations will be dealing with both Iran & US now. 6. Asian economies including India, China, Japan and South Korea are the most exposed because the bulk of Gulf energy exports head east. 7. The big question now: will Iran back down and reopen the strait, or are we watching the opening phase of a naval showdown in Hormuz?