
TXFX
16.3K posts

TXFX
@tvo1
Nature🌿Music🎶 Hiking🏕️Traveling✈️ Photography📷. Love Vietnam 🇻🇳 and USA🇺🇸. Retired in Ecuador, Vietnam, Thailand
Katılım Mayıs 2009
1.7K Takip Edilen428 Takipçiler
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TXFX retweetledi
TXFX retweetledi

🚨 .@DivesTech : Musk may combine Tesla, SpaceX, and xAI
He sees a 70–80% chance they end up under one company.
He also says Tesla could reach $2T+ with its AI and data advantage. $TSLA
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TXFX retweetledi
TXFX retweetledi

BREAKING: The US has accused China of "industrial-scale" theft of AI and warned that it will be cracking down on the exploitation, per FT.
Details include:
1. The White House says China is "engaged in deliberate, industrial-scale campaigns to distil US frontier AI systems"
2. The issue gained attention after China’s DeepSeek was accused of using distillation
3. The White House says the US will explore measures "to hold foreign actors accountable for industrial-scale distillation campaigns"
4. This comes just weeks before President Trump's scheduled visit to China with President Xi
The AI arms race is accelerating.
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TXFX retweetledi

한국과 베트남은 서로에게 없어서는 안 될 중요한 경제 협력 파트너입니다. 특히 한국은 베트남의 최대 투자유치국으로서, 산업 발전과 일자리 창출에 꾸준히 기여해 왔습니다. 이와 같은 성과는 양국 정부뿐 아니라 베트남 국회가 일관되고 안정적인 제도적 기반을 마련하며 적극적으로 뒷받침해 준 덕분이라고 생각합니다.
베트남 국민들의 신뢰 속에 재선출되신 쩐 타잉 먼 국회의장님과의 만남은 양국 관계가 단순한 경제 협력을 넘어 보다 포괄적이고 전략적인 동반자 관계로 발전하고 있음을 다시금 확인하는 자리였습니다.
앞으로도 의장님의 리더십 아래 양국 국회 간 협력이 더욱 활발히 이루어지고, 이를 통해 한-베 관계가 한층 더 공고해지길 기대합니다. 저 역시 대한민국 대통령으로서 양국의 상생과 공동 번영을 위해 노력해 나가겠습니다.

한국어
TXFX retweetledi

Clint Eastwood:
"I love when people call Trump Stupid..
You mean the multi-billionaire who kicked every Democrats butt, buried 16 career Republican politicians, and continues to make fools out of once reputable news organizations ..
You mean the guy who won the presidency?
You mean the guy with the super model wife?
You mean the guy whose words alone put a massive slow down on illegal border crossings?
You mean the guy whose mere presence made the stock market smash its previous records?
You mean the guy who created 1 million jobs in his first 7 months in office?
Are you sure you even know what it is you're resisting?
Are you sure you back a party that enables the decimation of every core principal of Christianity?
Are you sure you back a party that voted 100% against the abolition of slavery?
Are you sure you really take a politician like Maxine Waters seriously?
Are you sure you don't see anything wrong with someone who has a 40 yr career as a public servant living in a $4.5 mansion representing a district.

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TXFX retweetledi

🚨 Claude just got EXPOSED for sneaky spyware!
Anthropic secretly installs spyware when you install Claude Desktop.
• Installing Claude Desktop may silently add hidden system components
• A “native messaging bridge” gets injected into multiple browsers
• Even browsers you don’t use or that aren’t supported
• Pre-authorizes extensions that can run in the background
• Users are NOT clearly informed about this
• Raises serious privacy & security concerns
Critics say this looks like “spyware-like behavior,” not normal software
If true, this is a massive trust issue for Anthropic
(Source: ThatPrivacyGuy)

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TXFX retweetledi

얼마 전 새로 선출되신 레 밍 흥 베트남 총리님을 찾아 뵈었습니다. 양국 간 협력의 방향과 미래 비전에 대한 깊이 있는 의견을 나누며 상호 신뢰를 더욱 공고히 하는 시간이었습니다.
가장 먼저, 베트남에 진출한 우리 기업들이 보다 안정적인 환경 속에서 경영 활동을 이어갈 수 있도록 각별한 관심을 부탁드렸습니다. 대한민국 역시 베트남이 지향하는 경제 발전 목표 달성에 신뢰할 수 있는 동반자로서 기여해 나갈 것입니다.
급변하는 국제정세와 녹록지 않은 대외 경제 환경 속, 과거 중앙은행 총재를 역임하신 총리님의 풍부한 경험과 통찰이 베트남 경제의 안정과 번영을 이끄는 데 큰 도움이 되리라 생각합니다. 그 빛나는 여정에 대한민국이 함께하겠습니다.

한국어
TXFX retweetledi

🚨 SCOTUS SCANDAL EXPLODES: Chief Justice John Roberts reportedly HID $20 MILLION+ in his wife’s commissions from Big Law firms that argue before SCOTUS, then refused to recuse in over 500 cases!
He mischaracterized the cash as “salary” and buried her equity stake for years.
JOHN ROBERTS MUST RESIGN IMMEDIATELY or be impeached.
WHERE ARE GOP "LEADERS"?
@SpeakerJohnson
@LeaderJohnThune

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Truth be told‼️💯
InvestAnswers@Investanswers
🚨 THE $25B DISPARITY WALL STREET REFUSES TO SEE: AMZN to drop another $25B on Anthropic…to buy AWS back. Meanwhile Tesla is throwing $25B+ into 15 different EARTH CHANGERS with massive MOATS all at the same time. MIND THE GAP… The gap is insane. open.substack.com/pub/investansw…
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TXFX retweetledi
TXFX retweetledi

AG&P LNG, a subsidiary of U.S.-based energy investment firm Nebula Energy, has agreed to acquire the remaining stake in the Cai Mep LNG terminal in Ho Chi Minh City.
Full article: news.tuoitre.vn/us-firm-seeks-…

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TXFX retweetledi

A different World by 2030: The great shift in global manufacturing
The structure of global industrial production is undergoing a profound transformation. In 2000, high-income countries, led by the United States, Japan, and Germany,dominated manufacturing output, with the U.S. alone holding around 25%. China’s share was just 6%.
By 2030, the picture changes dramatically. China’s share is projected to surge to ~45%, becoming by far the dominant manufacturing power. In contrast, the U.S. declines to around 11%, while traditional industrial leaders like Japan and Germany fall to single-digit shares. At the same time, other emerging economies, such as India and Türkiye, begin to gain visibility, though still at much smaller scales.
The inner circle reinforces this shift: global manufacturing is moving from a high-income country-dominated system to one increasingly centered around upper-middle-income Asia, particularly China. In 2000, high-income countries (blue) dominated global manufacturing with roughly ~75% share, while upper-middle-income Asia (red, mainly China) accounted for only about ~15%. By 2030, this balance is projected to shift dramatically, with Asia rising to around ~50%, overtaking high-income economies, whose share falls to roughly ~35–40%, marking a clear relocation of industrial power.
Source: @SCS_PI

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TXFX retweetledi

Over the next week, Da Nang will become the densest community of Indie Hackers in the world
Builders are flying in from all over the globe for the Hacker Residency and the popup community that forms around it
This is the Burning Man for Indie Hackers
It doesn't matter if you're not one of the residents living in the villa. Coworking session will pop up all over the city and the energy with be palpable. The doors of the Hacker Villa will open for invite-only socials throughout the month.
If you're in town, plug in!



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TXFX retweetledi

Mark Cuban sold Broadcast dot com to Yahoo for $5.7 billion in 1999.
He spotted the internet wealth transfer before most people had email. This time he quietly called the next one.
“33 million companies in this country. No AI budgets. No AI experts.”
Read that twice.
He’s not talking about startups. He’s talking about the dentist with three locations. The freight broker in Memphis. The family manufacturer running on spreadsheets from 2011.
They’ve heard of ChatGPT. That’s where it ends.
For twenty years, software worked like a landlord. One product, millions of tenants, everyone pays rent and nobody gets to move the walls.
AI flips the lease. The product can finally shape itself around the business instead of the other way around.
Which opens a door nobody is talking about.
Someone has to walk into these 33 million companies and do the work. Sit across from a 62-year-old owner, understand how his invoices move, hand him back a system that saves him 15 hours a week.
That person is not going to come from OpenAI.
Every smart 22-year-old right now is sprinting toward the same five labs. Cuban is pointing at the empty chairs in every other room.
Here’s the arbitrage: you don’t need to train a model. You need to know one industry cold and speak fluent AI.
The last time this setup existed was 1999. Every small business needed a website and almost nobody local knew how to build one. The operators who figured out dentists, restaurants, and contractors built agencies that printed money for a decade.
This time the ceiling is ten times higher.
33 million companies. A handful of people who can help them. The math does the rest.
Cuban saw the gap first. Whoever moves next owns the decade.
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TXFX retweetledi

📺 $TSLA POST-EARNINGS PIVOT: $379.57
Please ❤️like and 🔁share with fellow Tesla traders/investors
#Tesla is now trading inside a larger range defined by two key levels:
– Major support: ~$340.61
– Primary upside target: ~$435.24
The move down to ~$340 was not random—it was a planned 2–3 month downside objective after breaking below ~$435 earlier. That level was successfully held, making it a valid bottoming zone.
*
The key pivot level for #TSLA is now $379.57, the decision level.
This was the trigger for a bullish entry last week, but now the price is slipping back below it after earnings.
This creates a classic situation:
– Above = trend continuation attempt
– Below = failed breakout → potential downside move
*
For bulls to regain control, $TSLA must reclaim $379.57 (and hold it). Then break and close above $403.84.
That $403.84 level is critical because it’s the weekly channel top, and it has already rejected this price once.
If #TSLA closes above $403.84, then momentum likely continues toward $435.24. That becomes the main 2–3 month upside target.
*
If weakness continues, below $379.57 → bearish shift to $364.76 (Fibonacci support).
But the real risk is this: if $TSLA closes below $379.57, the prior buy signal is invalidated.
Then, we have a high probability of moving back to $340.61 within 2–3 weeks. That becomes the retest zone.
*
So, if you’re long below $379.57, you should reduce or exit.
If you’re not in:
– Long trigger: only on strength above $403.84
– Short trigger: confirmed weakness below $379.57
If you bought the lows (~$330–$340):
– Your target is still $435
– That’s the profit-taking zone
– Potentially even a short setup afterward
*
So, after the earnings, wait for confirmation and trade the level that breaks.
*
Watch the full $TSLA Trading Plan for Apr 23, 2026 in this short video🔽
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TXFX retweetledi

$MU Holy Shit
Micron will generate more revenue next quarter ($33.5B) than $AMD, $ASML, $AMAT, and $SNDK combined ($31.5B).
Their combined market cap is $1.92T. $MU sits at $0.55T with 81% margin guided.
Same output. Four times cheaper. You do the math.

Trade Whisperer@TradexWhisperer
Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market. Forward P/E ratio: 10.41 Forward P/S ratio of 2.77 Bargain of the Century
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TXFX retweetledi

If Sam Bankman-Fried did nothing illegal, he might have been the best VC in history
What SBF bought vs. what it's worth today:
• Cursor: ~$200K → ~$3B (+1,499,900%)
• Anthropic: ~$499M → $82.3B (+16,400%)
• SpaceX: ~$200M → ~$15B (+7,400%)
• Solana: ~$189M → $5.1B (+2,600%)
• Robinhood: $612.5M → $4.9B (+700%)
• Genesis Digital: $1.17B → $3.5B (+200%)
Had he done nothing wrong, he'd have an estimated worth of $114,000,000,000 today
Instead he's tweeting from Federal Correctional Institution

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