Foin

1.4K posts

Foin banner
Foin

Foin

@foin6

Bulltard

Not Financial Advice Katılım Haziran 2025
91 Takip Edilen125 Takipçiler
Foin retweetledi
BuBBliK
BuBBliK@k1rallik·
🚨 do you understand what happened to Kate Tolo.. 3 weeks ago Bryan Johnson tweeted "just gave Kate oral sex, goodnight" and 2 minutes later posted her vaginal microbiome report calling it "top 1% of all vaginas." 21 million views and a wave of mockery. Now he posted a photo of her getting a transvaginal ultrasound for suspected endometriosis. The same internet that called him unhinged went quiet. - 98.7% Lactobacillus crispatus, when only 25-30% of women are dominant in that bacteria - $2 million per year to make her "the most measured female in history" - 3 months to map her baseline because women need 4 measurement points per cycle (men do it in 1-2 weeks) - The same biohacker who injected his teenage son's blood is now trying to crack a disease 190 million women have If he actually solves endometriosis nobody is allowed to make fun of him ever again.
Bryan Johnson@bryan_johnson

Examining Kate’s 1% She has suspected endometriosis. This affects at least 1 in 10 women, likely more. Here she’s getting an ultrasound. Historically you needed surgery just to diagnose it (incisions are made in the abdomen). We're doing a non-invasive route. Typically women live with endometriosis for 7-10 years before being diagnosed. It’s the leading reason women aged 30 to 34 get hysterectomies (permanent surgery to entirely remove the uterus). This condition is where endometrial-like tissue starts growing outside the uterus, in ovaries, bowel, bladder, even the diaphragm. This tissue inflames, scars, and glues organs together. Our first step is to find out if @_katetolo has it. Initial measurements we’re doing: + trans vaginal ultrasound + pelvic MRI w and w/o contrast + hormonal labs All during the early part of her cycle to get the clearest picture. During her ultrasound, a slim probe, about the width of two fingers, 10-12 inches long (although only a small portion is inserted) is covered with a protective sheath and lubricant and gently inserted into the vagina (patient has to empty their bladder first). This creates real-time images of the uterus, ovaries, and surrounding pelvic structures. While inserted, the probe is turned 90 degrees to evaluate all the various structures, angles and views. There is no radiation exposure. The technician is looking for scarring, ovarian cysts, adhesions, and for organs that are fused together with tissue. This ultrasound can confirm endometriosis but it cannot rule it out. What endo does to the body: + 90% report pelvic pain + 50% report severe fatigue + 26% report infertility. However many sources cite 30 to 50 percent. + 50% experience pain during sex. + Many have pain with ovulation, bowel movements, and urination + Severe bloating called “endo belly” where the abdomen visibly distends There are a handful of theories about why endometriosis develops but the honest answer is no one is quite sure. We’ll keep you posted on her results.

English
116
266
10.5K
5.5M
Foin retweetledi
العميد إبراهيم ذو الفقاري
إننا نجدد التأكيد على أن مضيق هرمز سيبقى تحت الإدارة والسيادة الإيرانية الكاملة، حتى في حال التوصل إلى أي اتفاق مستقبلي. وتشدد الجمهورية الإسلامية على أن صلاحيات تحديد مسارات العبور، والتوقيت، وإصدار التراخيص البحرية هي حق سيادي مطلق بيد طهران حصراً.
العربية
171
549
2.5K
228.8K
Foin retweetledi
Christia
Christia@Christiau70x·
算力扩张越往上走,瓶颈越从“芯片本身”转向“系统工程”。 所以投资上不能只盯GPU。 真正的链条是: GPU → HBM → CoWoS → NVLink → 光模块 → 交换机 → 电力 → 液冷 → 数据中心土地/能源 但你这句话里有一个需要修正的点: “万卡集群就是光通 + 变电 + 交换机Fabric”还少了一个东西:调度软件/集群操作系统。 万卡不是把卡堆起来就行。 难点是: 低延迟通信 + 故障隔离 + 训练稳定性 + 作业调度 + 能耗管理。 所以最后应该改成: 单卡拼芯片能力,机架拼系统集成,万卡集群拼网络、电力、散热与调度工程。
中文
1
10
38
2.2K
Foin retweetledi
Ali Hashem علي هاشم
Twenty-fourth hour diplomacy. Pakistan’s PM heads to China. His army chief is in Tehran. Qatar is back to shuttle diplomacy. Regional capitals are moving in every direction at once, searching for a formula that still does not exist. To my knowledge, the situation has become so complicated that a VERY high-profile regional figure quietly visited Tehran in an attempt to bridge what many now describe as “unbridgeable gaps.” The unknown is when the breaking point comes. The known is that it’s coming.
English
31
210
869
318.5K
Foin retweetledi
Herman Jin
Herman Jin@ShanghaoJin·
算力提高过程中: 单卡:看GPU 架构设计 +HBM +CUDA 软件 机架72张:考验系统级集成 NVlink 热管理 万卡集群:就是光通 + 变电 + 交换机Fabric
中文
10
27
215
23.8K
Foin retweetledi
Cleo Abram
Cleo Abram@cleoabram·
The Demis Hassabis HUGE* Conversation (in full) 00:00 What is the hardest problem AI has already solved? 12:30 What is the cutting edge of drug discovery with AI? 21:53 Why did Demis say he “would have left AI in the lab longer”? 43:09 How should militaries use AI? 50:13 What can humans do that AI won't? 58:17 What does Demis Hassabis want his legacy to be? (And 1:04:40 Can I beat Demis at Jenga?) Recorded March 5, 2026 in London.
English
34
306
2K
495.4K
Foin
Foin@foin6·
@ShanghaoJin And let the semis correction commence 🥳
English
0
0
0
659
Herman Jin
Herman Jin@ShanghaoJin·
Then they just need to keep cutting more AGGRESSIVELY So the days of being the “nice guy” are over. Time to start swinging the axe
Hedgie@HedgieMarkets

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗

English
27
9
73
42K
Foin retweetledi
Rossium
Rossium@rossium·
Renaissance pays $650k/year for quants who predict volatility before it hits. This 1-hour MIT 18.S096 lecture on Volatility Modeling gives you the exact framework quants get paid $54k/month to apply. Bookmark & watch today. Then read the article below.
Roan@RohOnChain

x.com/i/article/2056…

English
8
45
255
47.6K
zerohedge
zerohedge@zerohedge·
Jeff Bezos: "If we ran Amazon the way New York City runs their school system, the packages would take 6 weeks to arrive, we would charge you a $100 delivery fee and when the package did finally arrive, it would have the wrong item in it anyway."
English
353
3.1K
29.7K
1.4M
Foin retweetledi
美股OK哥
美股OK哥@artinmemes·
但斌今天分享的视频爆了,14分钟讲清楚光模块 押注美股相信光板块的,都值得看一看
中文
152
999
4.2K
425.8K
Foin retweetledi
Javier Blas
Javier Blas@JavierBlas·
BREAKING: UK waives some Russian oil sanctions, allowing imports of diesel and jet fuel processed in third countries from Russian crude (most likely supply chain: imports of Indian refined products produced by processing Russian crude). gov.uk/government/pub…
English
149
524
1.3K
1.4M
Foin retweetledi
Jukan
Jukan@jukan05·
Kye-hyun Kyung, Samsung Electronics Senior Advisor: "Memory prices to fall in H2 next year… Korea must cultivate deep-tech manufacturing" Kye-hyun Kyung, Senior Advisor and former head of Samsung Electronics' Device Solutions (DS) Division, forecast that memory semiconductor prices will decline starting in the second half of next year, and urged Korean industry to prepare in advance. Delivering the keynote at the 285th NAEK Forum, hosted by the National Academy of Engineering of Korea (NAEK) at L-Tower in Seocho-gu, Seoul on the 18th, Advisor Kyung said, "Chinese players are aggressively expanding production capacity (CAPA)," adding that "as memory supply surges, the market could shift starting in the second half of next year or the first half of 2028." Citing global market research firms, Kyung projected that memory prices will fall from H2 next year, when global memory CAPA is expected to surge to 6 million wafers per month. "If Big Tech's return on capex deteriorates, there is a possibility that investment could be scaled back," he said, also warning that memory demand itself could contract from 2028 onwards. While Korean industry, led by Samsung Electronics and SK Hynix, is currently enjoying unprecedented growth by capturing Big Tech's memory demand, the former head of Samsung's semiconductor business argued that Korea must prepare in advance for the post-boom period. Advisor Kyung pointed out, "Korea holds nearly 70% share of the DRAM market, but only 1.5% of the fabless market, and unlike Taiwan, Korea lacks a full-stack semiconductor ecosystem that includes fabless." He went on to advise that "Korea must leap forward as a deep-tech-based manufacturing nation." The point is that Korea should independently build advanced technology capabilities—not only in memory but also in fabless-based system semiconductors and sovereign AI—and actively apply them to its existing strength in manufacturing. He added, "It is difficult for Korea to compete simultaneously with the U.S. and China in both hardware and software," and that "it is important for Korea to do what it does well, and to that end, we must seriously consider how to deploy AI."
Jukan tweet media
English
38
156
768
493.2K
Foin
Foin@foin6·
@alanchen 麻烦你给大家分析一下🙏
中文
0
0
0
296
Foin retweetledi
Shay Boloor
Shay Boloor@StockSavvyShay·
LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ. Added to AI power and compute names including $IREN, $APLD, $CLSK, $RIOT, $BTDR and $CRWV. Trimmed $SEI, $CORZ and $BE, while exiting $COHR, $LBRT, $TSEM, $HUT, $LITE, $KRC and $EQT.
Shay Boloor tweet mediaShay Boloor tweet media
English
145
378
2.3K
576.6K
Foin retweetledi
The Assembly
The Assembly@InTheAssembly·
🚨 Leopold Aschenbrenner's 13F just dropped Check this out, this is absolutely INSANE. Every major name. All brand new this quarter: SMH VanEck Semi ETF – $2.04B NVDA – $1.57B ORCL – $1.07B AVGO – $1.01B AMD – $969M MU – $584M TSM – $535M ASML – $494M INTC – $159M Last quarter he held a $747M bullish call on Intel. THIS QUARTER IT IS A PUT. He also cut his CoreWeave call from $774M down to $141M FULL EXITS: Lumentum, Coherent, Tower Semiconductor, Cipher Mining, Hut 8 What he kept and added: The bitcoin miners turning themselves into AI data centers. Applied Digital, Bitfarms, CleanSpark, IREN, Riot. Plus a brand new stake in Hive Digital. The thesis writes itself. Long the companies pouring the concrete for the data centers. Short the chips going inside them. The man who wrote the manifesto on AGI just bet against the semiconductors building it. We’ve been in this game for a very long time, and when we make a new move, we’ll share it here. Turn on notifications so you don’t miss the signal. This is VERY important. Many people will regret not following us.
The Assembly tweet media
English
189
317
3.8K
1.6M
Foin retweetledi
勃勃OC
勃勃OC@bboczeng·
我操,这下得做多SNDK和LITE了 AI Bottleneck,而且还是Rule of 80 谢谢大家 😓😓😓
勃勃OC tweet media
中文
50
56
361
62.1K