PPE

Singapore without a doubt is the most benchmark-MAXXED nation on the planet. They score the highest in English proficiency but 5 mins of talking to a real singaporean will make you realize the whole country is just good at test taking. GDP per capita top 5, "most livable city", while there are NO attractive people on the streets and NO cool brands.

Biggest lesson I’ve gotten on commodities. Don’t underestimate ingenuity and deep need for a global resource. Been hearing about Copper for 5y+ and how it needs to 5x. Heard about oil to 120 for the past 10y Heard about Gold to 5k.. actually that one happened but out of nowhere. But mainly, the lesson has been when everyone around me call for a 2x+ in whatever commodity it has marked the top or at least couldn’t advance further. Those calls always come after the initial big move, never before. The bigger lesson is I shouldn’t be trading them with big size, just participate.

HR Manager: I want us to discuss the difference in your performance between last year and 2020. Employee: Alright. HR Manager: You were the top-rated employee in 2020, but it doesn’t feel like you’ve been nearly as present or focused since then. Employee: Yeah… well, in 2020, it was the second year in a row I didn’t get a raise, even though I was the top employee. And when I asked why I couldn’t get a raise, you said it was because my pay was already at fair market value for my position. HR Manager: That’s right. Employee: And when I asked where my pay falls on the pay scale, you said it was below the median—so below the average of what I could make in my position. At that point, I decided I would become a fair market value employee and put in a below-average amount of effort, because that’s what I feel like you pay me to do. HR Manager: You're reading too much into the text... Employee: You’ve created an environment where there’s no incentive for me to work hard, so I don’t. HR Manager: (Silence)

I live in Eindhoven, ASML town. Heard this from folks inside... Over the years ASML promoted a lot of strong EUV people into architect roles, group leads, management tracks. Built up serious layers. Classic growth pain. Then McKinsey comes in , says cut the management layers to speed things up. So now those same high performers, real good EUV experts, who got promoted are the ones on the block. About 3400 roles targeted, mostly management. Half will be reassigned, rest gone. Big hit in Veldhoven/Eindhoven area (~1400), some in US. Unncertainty is high, unions talking, details probably land around April. At the same time, ASML is still planning massive growth. The new campus near the airport just got final green light from city council. Construction starts soon, phased build-out. Long term they talk ~20,000 new jobs in the region (first wave ~5k by 2028). And the layoff packages are subpar. Philips is also based in the same town. And they had layoffs due to serious financial issues last year. Their layoff packages were much better than what ASML is offering. What a way to kill tje company culture. Especially at a time when the company is printing money.

I’M ALIVE… AND YOU’RE ALL WITNESSES Netanyahu just said it himself. Meanwhile, one wallet is down $120,000+ betting he’s gone…

Holy ****, my $AXTI thesis was legendary? AXT is up another 20% today to ATHs at $58. Happy I got this right, gains in a short time blew away holding $NVDA over the years.

I may have outperformed the index just a tiny bit? It’s as simple as riding the Photonics and Memory Supercycles from $AXTI to $SNDK. Just doing this for fun now.

Pour ceux qui ne le savent pas, faire un point de presse en direct qui a été enregistré à l’avance, tout le monde connaît. On a dépassé ce stade. Rien ne confirme pour le moment que Netanyahu est vivant. Nos dirigeants font leurs entretiens discrètement, puis deux jours après ils les diffusent en direct. La technologie a évolué, donc tout peut être réalisé. Autant éviter la honte : dire simplement que Netanyahu a été tué par l’Iran, c’est tout, pas plus.

here's another AI UGC video from our new system our new system is extremely good at details: > handles accurate product placement > realistic voice > stable/controllable movements > infinite length can make them at scale & FAST if you know what you're doing best time to be alive ngl..