Ryan Melink
7.3K posts

Ryan Melink
@ryanmelink
Ex-Jabil, building Seminode | Technology, Electronics supply chain, Bitcoin, Coffee, Soccer | I like talking about the future 🇺🇸
Katılım Haziran 2012
1K Takip Edilen818 Takipçiler

@SportsCenter Why is he walking fine in this?
ESPN@espn
Conor McGregor after his loss at #UFC329
English

Ryan Melink retweetledi

This new Critical Path video is just mind-blowing. Loved the deluge part of the story.
spacex.com/content/starsh…
English

@SemiAnalysis_ limiting token usage = token is too expensive = demand supply imbalance = need cheap compute = build data center in space
English

QUESTION MARK: One of Elon’s companies has limited employee token usage to just $200 per week, while another Elon company is saying everyone will use so much AI that we’ll need space data centers because Earth will run out of power, plus TeraFabs to produce a terawatt of chips per year. How does this even make sense?

English

@dr3w_29 @Indian_Bronson I have driven over the Tsing Ma Bridge in Hong Kong. It is a replica of the Golden Gate Bridge which was built 60 years prior. China has gotten better at creating new things, but their nobody’s need a bit more crazy to dream big (Jobs, Musk, Zuck, Jensen, Knight).
English

@ryanmelink @Indian_Bronson This is why China won’t win. When you steal research and tech you’re perpetually 10 years behind the competition.
English

The Chinese are coming for everything the West thinks it alone can do.
If the US were better led, right now, it would remove every tax, regulation, or obstacle on SpaceX / XAi (Anthropic) Tesla, and tell Elon Musk & his merry band to go win the future.
OSINTtechnical@Osinttechnical
For the first time, China has successfully landed an orbital reusable booster at sea.
English

@SpaceX It is difficult to justify SpaceX multiples, yet they have no competition with a vision that makes sense. Humans will habitat the heavens.
English
Ryan Melink retweetledi
Ryan Melink retweetledi

@Breaking911 @grok what is the most realistic thing this could be.
English

Ryan Melink retweetledi


Yes, this has happened before—most notably at the 2000 dot-com peak. Many individual tech stocks had already corrected sharply or entered bear markets while cap-weighted indices hit new highs on a handful of leaders.
The outcome was severe: Nasdaq fell ~78% as narrow leadership collapsed and breadth deteriorated further.
High concentration like this (mega-caps carrying the index) can persist but often precedes higher volatility or corrections when the leaders stall. It’s a classic warning on sustainability.
English

So, am I understanding this correctly?
60% of tech stocks in the S&P 500 IT are in a bear market, but the index itself is close to an all-time high.
Have we ever had a setup like this in history, and what was the outcome?
Barchart@Barchart
Almost 60% of Tech Stocks are now in a bear market 🐻 📉 😱
English










