Steve

8.4K posts

Steve banner
Steve

Steve

@see44h

Tesla Investor

UK Katılım Nisan 2013
143 Takip Edilen427 Takipçiler
Steve retweetledi
Nigel Farage MP
Nigel Farage MP@Nigel_Farage·
BREAKING NEWS After 315 illegals arrived yesterday, even more are on their way today. Our country will pay a terrible price for this invasion of young, undocumented men.
English
2.6K
4.4K
18.1K
550.4K
Steve retweetledi
Daniel ShenSmith (BlackBeltBarrister)
How can any government be taken seriously when it can't take sufficient measures to stop ELEVEN boats and 597 men illegally arriving on our shores ? What if they had weapons? Would they stop them then, perhaps?
Daniel ShenSmith (BlackBeltBarrister) tweet media
English
24
55
270
2.4K
Steve retweetledi
Steve retweetledi
Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
It's confirmed, the third one is Unsupervised. That brings Tesla's total Unsupervised Model Y robotaxi fleet to 29 (from 26). • Austin: 20 • Houston: 5 • Dallas: 4 (via @RtaxiTracker)
Sawyer Merritt tweet media
Sawyer Merritt@SawyerMerritt

Another day, another Robotaxi. Tesla has two new Unsupervised Model Y robotaxis to its fleet, one in Dallas and this in Houston. There might be a third as well, in Houston, just need to confirm it's Unsupervised (it likely is).

English
90
182
2.1K
129.8K
Steve retweetledi
Rupert Lowe MP
Rupert Lowe MP@RupertLowe10·
@Keir_Starmer Speaking on behalf of the British people, we all think you’re doing a crap job.
English
522
3.6K
56.5K
316.2K
Steve retweetledi
Sandeep Anand
Sandeep Anand@SanCompounding·
🚀 Why the AI Memory Supercycle is the trade of 2026 ?? 6 stocks powering the $DRAM ETF: HBM sold out through 2028. NAND sold out through 2026. HDD sold out through 2027 !​​​​​​​​​​​ 1. $MU (Micron): Core product: HBM3E, HBM4, DDR5, eSSDs Thesis: → entire CY2026 HBM capacity SOLD OUT — > pricing locked → Q2 FY26 revenue of $23.86B, up 196% YoY, 75% sequentially → 20% global HBM market share. first 5-yr HBM supply agreement signed 2. Samsung Electronics 20% Core product: HBM3E, HBM4, DDR5, NAND, custom HBM base die @Samsung is the dark horse — finally cleared Nvidia HBM4 qualification → Won long-awaited Nvidia HBM4 validation; Q4 operating profit guided to record $14B → Counterpoint sees Samsung at 28% HBM4 share in 2026, behind only SK Hynix → Morgan Stanley says memory profits to grow 310% in 2026 3. SK Hynix : 24% Core product: HBM3E (12-Hi), HBM4, eSSDs SK Hynix is the undisputed AI Memory leader → Secured >70% of Nvidia’s initial HBM4 orders for the Vera Rubin platform → HBM commitments from hyperscalers exceed 3 years of forward supply → 62% HBM shipment share Q2 2025 → Goldman sees >50% share sustained through 2026 → Nvidia accounts for 90% of SK Hynix’s HBM supply 4. $WDC (Storage HDD: Western Digital 5%) Core product: 32TB / 40TB HDDs $WDC just printed a record quarter — gross margins broke 50% → Q3 FY26 revenue $3.3B (+45% YoY), EPS $2.72 (+97% YoY) → Cloud = 89% of revenue at $3.0B (+48% YoY) → Entire 2026 production capacity sold out to top 7 hyperscalers; LTAs extending into 2027-2028 → 52% nearline capacity share with 40TB UltraSMR drives 5. $STX (Seagate Technology Holdings) 6% Core product: Mozaic 3+/4+ HAMR drives (30TB → 44TB) $STX nearline capacity sold out through CALENDAR 2027 → Mozaic 4 delivers up to 44TB per drive — 30%+ more capacity vs Mozaic 3+ with same BOM → Nearline capacity almost fully allocated through CY2027 under build-to-order contracts with locked configuration AND pricing → Selling all exabytes produced; 25% exabyte CAGR over next 3-4 years 📈 6. $SNDK (SanDisk) 6% Core product: HBF, Enterprise SSDs, 256TB drives, BiCS NAND (Kioxia JV) $SNDK is the pure-play NAND beneficiary post-WDC spinoff. But entering HBF space → Q1 2026 enterprise SSD contract prices rose 33-38% QoQ; AI servers >45% of NAND shipments → Data center revenue +64% QoQ → Launched industry’s first 256TB Enterprise SSD for AI Data Lakes. - data center now 55% of total sales .
Sandeep Anand tweet media
English
5
62
317
21.1K
Steve retweetledi
Artur Nadolny
Artur Nadolny@ArturNadol7566·
HOW @BBC THANKED THE WOMAN WHO TRIED TO EXPOSE JIMMY SAVILE In November 2011, a woman named Karin Ward sat in front of a @BBCNewsnight camera and told the truth about Jimmy Savile. She was the first victim to go on camera. She was undergoing treatment for advanced bowel cancer at the time. She did it anyway. @BBCNewsnight producer Meirion Jones (@MeirionTweets) and journalist Liz MacKean had built the investigation. BBC management spiked it. Instead of broadcasting the story, the BBC aired Christmas tributes to Savile. The man the corporation had just learned was a serial child abuser got a warm festive send-off. The spiked interview footage was then handed to Panorama, which broadcast it in 2012 as Jimmy Savile: What the BBC Knew. Nobody asked Karin Ward. She never gave permission. The BBC had promised her Freddie Starr would not be identified in her interview. He was identified. Starr sued her. Not the @BBC. Not @ITV. Her. A private individual with bowel cancer, fighting a £300,000 defamation claim for words she said on someone else's programme, for a story she was pressured to give, about footage she never authorised. Both the BBC and ITV refused to provide financial support. The BBC eventually offered money three days before trial. Karin Ward's lawyers took the case on a no-win-no-fee basis. She fought it alone for two years. On 10 July 2015, Mr Justice Nicol ruled entirely in her favour. The judge found her account to be true. Freddie Starr was left with a costs bill estimated at around £1 million. Karin Ward said afterward: the BBC's handling of her case was a shameful indictment of how large corporations deal with vulnerable people. Meirion Jones put it more bluntly. He said the BBC behaviour would frighten whistleblowers away from going to the corporation. He suspected the abandonment was deliberate, in the hope the court would find Ward a liar, so the BBC could justify the original decision to suppress the story. Sources: @pressgazette | @guardian | @ITVNews | @BBCPanorama | @pressgazette |
Artur Nadolny tweet media
English
35
982
2.1K
41.7K
Steve retweetledi
Dan Wootton
Dan Wootton@danwootton·
REFORM UK'S MARCH TO THE LEFT IS A DISASTER! Just five weeks ago, Nigel Farage held a huge rally to unveil the Labour defector Aaron Roy, an Indian citizen. Now he's been EXPELLED from the party because it turns out he despises the English flag & thinks it's a "crusade" symbol...
Dan Wootton tweet media
English
410
1.2K
5.2K
177.6K
Steve retweetledi
Andrew Doyle
Andrew Doyle@andrewdoyle_com·
Why is an Oxford lecturer allowed to wear fake breasts to work? My latest post is now up! Link below. ⬇️
Andrew Doyle tweet media
English
336
686
3.8K
160.1K
Steve retweetledi
Bradford Ferguson
Bradford Ferguson@bradsferguson·
the next big thing is so boring that most people are missing it (and will have regret in the future about it). it is too obvious and boring. maybe people look at the stock chart and think they missed it? it's memory $MU $DRAM
English
12
8
140
12.6K
Steve retweetledi
Anni
Anni@anni_sen·
Heard Sanjay Mehrotra Micron $MU CEO at TIEcon today. Here’s what matters for investors. Micron’s market cap was ~$30B when he joined. It’s ~$600B today. That’s not a cycle. That’s a strategy. Three things that built that 20× run: 1. Manufacturing is the moat. Foundries can’t give you the cost structure you need to win in memory. Mehrotra learned this at $SNDK SanDisk moved to a Toshiba JV to own the technology at the cost of the technology. At Micron, owned fabs + global operations = the barrier no one can replicate without decades and hundreds of billions. 2. Cadence is the competitive weapon. Micron has compressed its technology generation cycle to 12 months faster than typical industry pace. Faster node transitions = lower cost per bit, better yields, premium pricing windows, and customers pulled deeper into the ecosystem. 3. AI is early innings and memory is at the heart of ALL of it. Whether it’s GPUs, CPUs, or custom ASICs nothing runs without DRAM and NAND. The memory market is ~$100B today. Mehrotra sees it hitting $300B+ by 2030, potentially $600B as AI compounding continues. HBM and data center DRAM are the high-profit pools Micron is deliberately rotating toward. His line that landed: “Semiconductors get the first bite before software eats the world.” AI agents driving business transformation are just starting. This is not a late-cycle bet on memory it’s an early-cycle bet on infrastructure. $MU is not just a chip company. It’s a foundational layer of the AI buildout.
Anni tweet mediaAnni tweet media
English
21
66
463
72.4K
Steve retweetledi
Tommy Robinson 🇬🇧
Tommy Robinson 🇬🇧@TRobinsonNewEra·
Welcome to "Modern Britain". Where the USA has to issue travel warnings because of our rampant Islamic infestation.
Tommy Robinson 🇬🇧 tweet media
English
120
1.2K
3.5K
45.5K
Steve retweetledi
amit
amit@amitisinvesting·
Earrings growth in April was expected to be +13%. We are coming in at +28%. Big Tech crushed beyond imagination. If you have a bear case, it can't be earnings. What a month for markets.
amit tweet media
English
116
201
2.7K
122.6K
Steve retweetledi
Tommy Robinson 🇬🇧
Tommy Robinson 🇬🇧@TRobinsonNewEra·
Invader who tried to climb into the Israeli embassy in London carrying two knives has been found guilty of preparing a terror-related knife attack. Abdullah Albadri, 34, arrived via dinghy 16 days before the attack. He'd already been deported once before. Absolute joke!
English
617
7.5K
30.6K
415.2K
Steve retweetledi
Daniel ShenSmith (BlackBeltBarrister)
@UKLabour You don’t exactly have the best record - perhaps you should sit this one out 👇
Samantha Smith@SamanthaTaghoy

How dare you. I grew up in Telford and was sexually abused for over a decade under a Labour council. Countless little girls like me were failed by Labour politicians like you. If you want to know how Labour REALLY treats abuse survivors, here’s my story: As many other girls in Telford have also testified, I was made to feel as though I was to blame. The system criminalised the victims, rather than going after the perpetrators. I remember being asked by a detective whether I “consented” at any point to sexual activity, and told by a social worker that “my actions had led me to where I was today”. All the while, the Labour-led council tried to block an independent inquiry into CSE for years and their Council Leader (now the MP for Telford), along with 10 other powerful local men, even wrote a letter to the Home Secretary saying they felt an inquiry would unnecessary. Little girls in Telford were branded child prostitutes and p*ki shaggers… …by West Mercia Police and local Labour councillors, no less. In Rotherham, Rochdale, Banbury and elsewhere — all Labour-led areas — victims were continually swept aside by those in positions of power, as if they chose this lifestyle. The attitudes that social workers, local services, authorities had towards children was so skewed, and so deeply unprofessional. My abuse continued for years, at the hands of multiple different men throughout my childhood and teen years. Eventually, I confided in a social worker and filed a police report detailing the years of abuse that I had experienced. And my case, like 96.5 per cent of all sex crime cases in the UK, never resulted in prosecution. I was told that there was an unrealistic prospect of conviction against any of my abusers, due to the historic nature of my case. I spent years in silence because I thought I would somehow be judged or penalised for the abuse I had suffered. Because I had been conditioned to feel like I was somehow responsible for my own victimisation. The Telford scandal made headlines when it broke in 2015, then again when the Crowther Report was released in 2022. Yet, the news cycle moved on. And Labour tried their best to ignore it. You voted against a national enquiry into CSE. You gutted the local enquires model. You promoted key figures in the scandal to MEMBERS OF PARLIAMENT. You called victims “far-Right bandwagon jumpers” and grooming gangs a “dog whistle.” You failed. Deliberately. On every level. These are not crimes of the past. Kids are still being exploited, groomed, raped and even murdered in Labour-led areas like mine. It isn’t enough to have empty words and hollow promises. I even went on national TV to discuss Pakistani grooming gangs in Telford and the continued risk of abuse faced by little girls in my hometown. The next day, officers banged on my door, demanding I speak to them about my interview. They ignored victims for decades, but tried to intimidate me for speaking about their failings on live TV. CSE is a national epidemic. But Labour continues to treat it like a localised issue, choosing to believe that the extent of the abuse is contained to a few bad towns and pockets of bad apples. That couldn’t be further from the truth. Politicians like you, Bridget, refuse to address that fact for fear of being forced to confront your decades-long failure to protect young girls from abuse. It’s easier to ignore victims, especially when they come from communities, social classes or demographics that are already disenfranchised in Britain. And for those who do speak out, it feels like you are screaming at a brick wall that would rather label you as the problem than take you seriously. It was Labour councils. Labour politicians. Labour police forces. Labour MPs. You all knew. You were all complicit. How DARE you pretend to care about us now. You are a disgrace, Bridget.

English
5
36
321
3.1K