Ran

2K posts

Ran

Ran

@randyfeig

Katılım Mart 2011
3.1K Takip Edilen541 Takipçiler
Ran retweetledi
Clandestine
Clandestine@WarClandestine·
Trump is in full Sun Tzu deception mode right now. Lots of conflicting reports about his next move, which is by design.
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Infleqtion
Infleqtion@infleqtion·
Infleqtion has signed a Letter of Intent with the @commercegov CHIPS Research and Development Office for $100 million in proposed funding to accelerate U.S.-based quantum computing technologies critical to economic competitiveness and national security. “Quantum computing is emerging as a foundational technology for economic competitiveness, technological leadership, and national security,” said Matt Kinsella, Chief Executive Officer of Infleqtion. “This investment reflects the transformative potential of quantum innovation, and we’re honored to work with the Department of Commerce to accelerate U.S. leadership in quantum computing.” The proposed investment supports the advancement of neutral-atom quantum systems across quantum hardware, photonics and full-stack system development, while strengthening domestic quantum manufacturing, supply chain and workforce capabilities. Infleqtion’s quantum technologies are already supporting programs across national security, energy, and scientific research, including @DARPA, the @Energy, @NASA, and the @DeptofWar. “NVIDIA and Infleqtion have long worked together to accelerate the capability of quantum computing through integration of quantum processors with GPU supercomputing,” said Timothy Costa, Vice President and General Manager for Quantum at @NVIDIA. “This announcement is an important milestone for developing large-scale quantum computing systems in the United States, and we're excited to continue supporting Infleqtion on this journey.” Read the full announcement: ow.ly/FcOQ50Z2CSk
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The Trump Administration is investing $2 billion in quantum computing companies and will receive equity stakes in return, per WSJ. Details include: 1. $1 billion of the package will be awarded to IBM, $IBM 2. Chip maker GlobalFoundries, $GFS, is receiving $375 million in funding 3. The rest of the companies will receive $100 million each, except for startup Diraq, which is slated to get $38 million 4. Multiple other public companies will receive funds including D-Wave Quantum, Rigetti Computing, and Infleqtion Trump's next big bet is on quantum computing.
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zerohedge
zerohedge@zerohedge·
US TO GRANT $2B TO 9 QUANTUM COMPUTING FIRMS, TAKE STAKES: WSJ Among companies receiving funds: IBM: $1BN GFS: $375MM QBTS: $100MM RGTI: $100MM INFQ: $100MM
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Andy Galpin, PhD
Andy Galpin, PhD@DrAndyGalpin·
Joel Jamieson did everything right and was still walking around with a 50% blockage in his widowmaker artery. He’s a world-renowned cardiovascular expert who doesn't smoke, doesn't drink, sleeps well, manages stress, trains consistently, and has a VO2 max probably north of 55. He got screened at 40 and found it. He had zero symptoms the entire time. This is the core problem with cardiovascular disease in well-trained individuals — it doesn't announce itself the way we expect it to. The markers we typically use to flag risk don't apply. No excess body weight, no poor lifestyle habits, no reason to think anything is wrong. What actually predicted Joel's risk was his family history. His mom had a stroke at 60. His dad and uncle died early. His brother had a triple bypass before 50. Every signal was there, just not one he could feel. If that kind of history exists in your family, get screened. The CT angiogram runs around $1,200 out of pocket — not cheap, and hopefully that comes down over time. But if you can justify it, it's worth it.
Andy Galpin, PhD@DrAndyGalpin

New Perform with Dr. Andy Galpin episode: Intense Exercise & Potential Heart Damage (aka Athlete's Heart) 0:00 Introduction & the Athlete's Heart Paradox 7:11 History of Athlete's Heart 9:24 Heart Anatomy & Physiology Primer 28:03 What Goes Wrong: Heart Attacks & Arrhythmias 32:54 Genetic Causes: WPW, LDS & Hypertrophic Cardiomyopathy 39:59 Exercise-Induced Cardiovascular Remodeling (EICR) 53:12 Endurance vs. Strength Training Adaptations 1:08:00 When Exercise Goes Too Far: AFib, Calcification & Fibrosis 1:27:06 Screening, Testing & Interventions 1:37:37 Summary Includes paid partnerships.

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DeFi Dad ⟠ defidad.eth
What a banger post Ethereum 🫡
@ryanberckmans

Not sure if this may clear things up or muddy it further - I just know we are winning and it's time to get fully back to building and remember that our patience will be rewarded: imo it's a common misconception that the EF and/or Vitalik don't care about the price of ETH. They do care, very much, because they want Ethereum to be globally ubiquitous for a thousand years, and they know that this audacious goal requires lots of resources and economic security which can only come from a terrific ETH valuation. The reason the EF has often over the years appeared not to care about the price of ETH is two-fold: One, the EF is overall insanely confident in Ethereum and in ETH. As they should be. They've earned it and earn it every day. So when we are bearish or scared about the spot price, it's just effectively noise from their perspective of strong conviction and focus. Two, the EF cares about price in long term structural ways that are incomprehensible to many of us. We want to know why Didn't Number Go Up in Q4 Or Yesterday. Whereas they want to know, "How will Ethereum remain dominant after quantum computers?" and, "How will Ethereum be the world's economic hub for trillions in assets and thousands of L2s across a hundred countries?" These are inherently bullish questions. And their programs/answers in response are gigabullish. The EF departures are not because the people departing feel differently about Ethereum and our trajectory vs. the people staying at EF or vs. community folks like me. The EF departures are because - Even benevolent special smart wonderful people naturally have internal politics and differences of opinion over substrategies, policies, etc. Vitalik and his leadership team feel the EF should be run in a certain way. Some folks disagreed. Some tiny number were asked to leave for Reasons. Some few others left immediately due to Reasonable Net Feelings. Some more are leaving because the Wheel is Turning and they feel that while we all love Ethereum and are extremely excited for our roadmap and proud of past wins, the time for new blood is here. New blood means genzeth and also young up and comers who are ready to take the reins of their teams and departments. What's important is that the EF's determination is as strong as ever and its strategy and focus are better than ever before. Credible neutrality. Decentralization. 100% Uptime. Postquantum. Privacy. Scaling L1+L2. Unifying/improving UX for L1+L2. The EF is on it. What's also important is that the EF is now complemented and balanced by a growing cohort of deeply invested elite eth orgs across the stack/verticals/technologies/go-to-markets, including top L2s like Base, Arb, and zkSync, DATs like BMNR and SBET, and enterprise groups like Etherealize and Consensys, and too many more orgs and kinds of orgs to list here. We will miss the great EFers leaving this season. The EF is not only going to be fine, they are going to be amazing. Let the wheel turn. We're ready. This bear market- secularly in crypto and in terms of global issues- is unfortunate, but that's the industry. ETH will hit multi trillion in due course. Strap in, be patient. Help out. Get involved. I've been here for 8 years now full-time and it's never more felt like I'm just getting started. Ethereum.

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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: 🇺🇸 SEC prepares to allow blockchain-based tokenized stock trading.
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Elon Musk
Elon Musk@elonmusk·
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Shay Boloor
Shay Boloor@StockSavvyShay·
UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Best-in-class (60%+) | $PLTR, $APP • Elite (50-59%) | $NOW, $CRWD, $PANW • Great (40-49%) | $SNOW, $DDOG, $ZS, $ADBE, $CRM, $NET, $RBRK, $TEAM • Good (30-39%) | $MNDY, $HUBS, $MDB, $FIG, $PATH, $ZETA
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Shay Boloor@StockSavvyShay

$DDOG delivered one of the strongest software quarters in a while with NRR reaccelerating to 121% and reminding the market that software isn't dead. Agentic AI is making infrastructure more complex since companies juggle multiple models, multi-cloud workloads, GPU fleets, token costs and production reliability. That creates a massive monitoring problem and Datadog monetizes that complexity.

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Wall Street Apes
Wall Street Apes@WallStreetApes·
TMZ Founder Harvey Levin finally opens up and tells the truth about what Democrats have done to Los Angeles “I'm not only a born and raised Los Angelino, but I'm second generation. My dad was born and raised in LA, so this is my life. And I have seen this city just fall apart over the last 8-9 years, but especially the last 4 years The homeless problem is out of control in this city. I've been chased by people, a guy with a hammer, walking out of my gym. He chased me with a hammer. I had a mentally ill woman, a homeless woman, take a boulder and trash my car and I caught her doing it, and I realized there is nothing I can do. What am I going to do, get her arrested? I mean, what is that going to do? Am I going to sue her? So I literally looked at my car, watched her walk away, and said, "I live in Los Angeles…." It's really sad when people see stuff like this happening” I want to her very crystal clear. We DO NOT have to live like this. California and Los Angeles do not have to be like this We have to mass deport that insane amount of illegals that have poured across the border from Mexico into California for decades and then put the homeless in mandatory treatment But the most important thing is, new leadership. Vote Red, vote for Republicans California elections are rigged and we all know it, illegals are voting. Fixing California elections must be a federal priority
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Ran@randyfeig·
RT @EricTrump: .@ewarren All of our assets are invested in a blind trust by the largest financial institutions in broad market indexes. To…
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America
America@america·
Elon Musk on U.S. meetings with China: “I have a good feeling about these talks. I think there will be a good result is my guess.”
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Shay Boloor
Shay Boloor@StockSavvyShay·
$EOSE builds long-duration energy storage batteries which are the kind the grid increasingly needs as AI data centers, electrification and manufacturing all push power demand higher. Their batteries can act like a shock absorber for the grid handling both rapid cycling and longer-duration discharge which is the combination utilities can't get from lithium alone. The bar was extremely low after Q4 and Q1 was the first real step toward rebuilding credibility but if Frontier Power USA works then Eos could move from a promising battery manufacturer with financing issues into a long-duration storage platform with its own project deployment engine.
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Arthur Hayes
Arthur Hayes@CryptoHayes·
IMO spiking 10yr TSY yields will force Trump to bring home a deal with China otherwise the wheels are going to fall off TradFi markets. I'm buying dips here.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The White House has published a full list of business leaders who are joining President Trump on his trip to China: 1. Elon Musk, Tesla and SpaceX CEO 2. Tim Cook, Apple CEO 3. Larry Fink, BlackRock CEO 4. Stephen Schwarzman, Blackstone CEO 5. David Solomon, Goldman Sachs CEO 6. Jane Fraser, Citigroup CEO 7. Kelly Ortberg, Boeing CEO 8. Michael Miebach, Mastercard CEO 9. Ryan McInerney, Visa CEO 10. Larry Culp, GE CEO 11. Sanjay Mehrotra, Micron CEO 12. Cristiano Amon, Qualcomm CEO 13. Brian Sikes, Cargill CEO 14. Dina Powell McCormick, Meta Executive 15. Jacob Thaysen, Illumina CEO 16. Jim Anderson, Coherent CEO There may be additional CEOs who join the trip that are not yet named. We continue to believe the market is underestimating the potential outcomes of the US-China summit.
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Byron Donalds
Byron Donalds@ByronDonalds·
10 TRUTHS ABOUT FLORIDA 1. We don't do income tax. 2. We don't do sanctuary cities. 3. We don't do mask mandates. 4. We don't do men in girls' sports. 5. We don't do soft-on-crime state attorney. 6. We don't do CRT in classrooms. 7. We don't do squatters' rights. 8. We don't do open borders. 9. We don't apologize for any of it. 10. And we're not going to start now.
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