1890

@Kronykal @anonrandox Liar

@anonrandox 1000 Colonial Farm Road, McLean, Virginia 22101

Abolishing the Electoral College would trigger a war. Period. It is the one thing I would absolutely take up arms over.

@RealEmirHan All the comments here. Losers getting riled up over a comic.

In The Boys finale, Homelander had to look powerless according to Eric Kripke “Yeah, it was really important to us for Homelander to at least experience a little bit of time powerless.” “People have asked me, ‘Well, why don’t you send him out in the world powerless, wouldn’t that be the ultimate punishment?’ “I’m like, it would, until he gets his hands on some more Compound V, and then you’re back to where you started.” “So, he cannot walk out of that room alive, but we can spend time with him powerless to really reveal what everyone’s been saying all season, which is, ‘Take away those powers and you are nothing.’ “And he’s so cowardly and blubbering and pathetic, as are most strong men when you remove their power and they’re and they’re faced with their imminent death, they rarely handle it bravely.”

@WalrusDoctor89 You are a closet gay retard

It's always them, every time

@LtHeckard99 Pathetic runt

The Texas summer preheat is here. Going outside is awful, working outside is even more awful. Another month and a half from now, the sun will be melting the meat off of my bones. Toodles, can’t wait. 🥲

@BullTheoryio Fake news. These cannot be used in data centers.

BREAKING: Memory prices could COLLAPSE as China rapidly floods the market with DRAM and NAND chips. China's CXMT RAM is selling for $150, while the global average price is around $300 to $400. Chinese memory giants CXMT and YMTC are aggressively ramping production, threatening the dominance of Samsung, SK Hynix and Micron. CXMT now controls 7.7% of the global DRAM market and YMTC already holds 11 to 13% of the global NAND flash market. CXMT revenue already exploded 719% YoY in Q1 2026 to 50.8 billion yuan ($7.4B), swinging from losses to massive profits. Chinese memory chips are often priced 15%+ below competitors, making them highly attractive for consumer PCs, servers, and storage devices. Corsair already testing DDR5 modules using CXMT chips, while other brands like Acer and Asus asking suppliers to source Chinese memory. China’s strategy is simple - flood the memory market with cheap DRAM and NAND chips, undercut competitors and capture global market share. Samsung adviser Kyung Kye hyun already warned memory prices could fall back toward low levels by 2028 if supply expands too quickly.

@BullTheoryio Already flipped to the inference phase. But training will continue; if not on Nvidia GPUs, then something else. Training is not going to stop soon. This is just an LLM. Physical AI training will be developed next. Even for LLMs, better models will be developed.

🚨 MICHAEL BURRY JUST WARNED THE ENTIRE AI BOOM MAY BE BUILT ON TEMPORARY DEMAND. He published a post today calling Nvidia "the North Star, Orion, the whole Milky Way" and explaining why that makes it the most dangerous stock in the market right now. His core argument is: Nvidia is selling into a concentrated group of buyers Microsoft, Google, Amazon, Meta who are all racing to buy chips not because they need them for real revenue generating products right now, but because they are in a training and benchmarking phase that will not last forever. Hyperscalers currently account for approximately 50% of all Nvidia data center revenue. When the training phase ends and these companies shift from building AI to deploying it, the demand profile changes completely. Burry calls this the "bullwhip effect." When the buyers at the end of a supply chain over order because they are afraid of missing out, the distortion amplifies all the way back through the chain. Nvidia sees record demand. Nvidia locks in massive custom supply commitments. Data center financing expands to accommodate the buildout. Everyone bets the demand is permanent. Nvidia just reported $81.6 billion in quarterly revenue, up 85% year over year. Data center revenue alone was $75.2 billion, up 92%. The numbers are real but the question Burry is asking is whether the demand behind those numbers is structural or temporary. He calls it the "bezzle." A term coined by economist John Kenneth Galbraith to describe the gap between what people think they own and what actually exists. In a bezzle, the money feels real, the assets feel real, and everything looks fine until the moment it does not. Historically the semiconductor industry is highly cyclical. The persistent fear among analysts is that the current build out phase of AI will eventually lead to oversupply of computing power and when that happens the whiplash into Nvidia's revenue could be severe. Burry has been wrong on timing before. He called the market a sell in 2023 and it went up 131% since then. But the 2008 mortgage crisis he predicted also looked like a timing mistake for two years before it was not. The difference this time is that he is not just making a macro call. He is pointing to a specific mechanism, concentrated buyers, a temporary demand phase, and custom supply commitments that create obligations on both sides and saying the math only works until the training phase ends. Nvidia trades at 33 times forward earnings on $81 billion in quarterly revenue. If hyperscaler capex slows even 20%, that math changes very fast.

@dylan522p Fake

Breaking: Andrej Karpathy just filed his Q1 2026 13F. Here's everything you need to know about his recent 13F Top 10 positions: 1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04B 2. Nvidia - $NVDA - [Put] — $1.57B 3. Oracle - $ORCL - [Put] — $1.07B 4. Broadcom - $AVGO - [Put] — $1.01B 5. Advanced Micro Devices - $AMD - [Put] — $969M 6. Bloom Energy - $BE — $879M 7. SanDisk - $SNDK — $724M 8. Micron - $MU - [Put] — $584M 9. CoreWeave - $CRWV — $556M 10. Taiwan Semiconductor - $TSM - [Put] — $535M New positions: • $SMH, $NVDA, $ORCL, $AVGO, $AMD, $MU, $TSM, $ASML, $INTC, $GLW — all puts • $MU [Call] — $422M • $TSM [Call] — $355M • $SNDK [Call] — $389M Summary: He kept his AI infrastructure longs and opened $8.45B in new puts against tech and semiconductor

@semidoped Ada Lovelace

In 1934, the British Air Ministry opened a public bounty, offering £1,000 to anyone who could demonstrate a “death ray” capable of killing a sheep at 100 yards. Researcher Arnold Wilkins mathematically proved that such a directed-energy weapon was impossible given the power constraints of the era. However, Wilkins recollected a distinct “fluttering” interference pattern noted by Post Office engineers during VHF transmission tests whenever commercial aircraft crossed their transmission lines.This realization birthed the Chain Home defensive network. By swapping speculative weapons for early-warning arrays, it shifted RAF strategy from blind, continuous “standing patrols” to precise, localized fighter scrambles, neutralizing the Luftwaffe’s vast numerical advantage during the Battle of Britain. The tech’s five-letter acronym is globally ubiquitous and famously reads identically forward and backward. If you discard the palindrome’s matching outer structural layers, you are left with a three-letter sequence that yields the given name of which Victorian mathematical pioneer - who, at age 12, attempted to construct a steam-powered flying horse before being steered into rigorous logic to suppress her inherited “poetic insanity?” Name the technology and the mathematical pioneer. Hints and answers here: open.substack.com/pub/semidoped/…

@MN_Guertin @CollinRugg lol 😝 I wish somebody robbed me like that..

@CollinRugg This is not the flex that you or he think it is. You are basically robbing kids of the opportunity to work hard, budget and pay off that debt. Basically, without their permission, he is robbing them of one of the most important skills of their lives.

NEW: Students go nuts after donor announces during his commencement speech that he is paying off all of their senior year debts. Anil Kochhar and his wife decided to give the gift to all ~200 graduates in N.C. State's family. Kochhar is the son of Prakash Chand Kochhar, an immigrant from India who studied textile manufacturing in Raleigh. "My father found not just an education, but an opportunity that allowed him to build a life, support his family, and begin a legacy that continues today. And it will never stop, never," Kochhar said.

@GaryMarcus If America loses the AI race to China, it will be an existential threat to the country not just to small businesses and banks

Happy to see that The White House has finally realized that the Andreessen-Sacks zero regulation approach to AI was going to blow up in the their face. Also glad to see them finally consider the kind of oversight that I suggested in my 2023 Senate testimony.

@alexalbert__ Deserve a follow for this post

With the help of Claude Mythos Preview, the Firefox team fixed more security bugs in April than in the past 15 months combined.

@cartierfamilyZ @ContereSerpentm You are a loser blaming others for your failure.

The discovery of Indian leadership at big companies engaging in exclusionary hiring practices and only importing labor from India is enough for me to say that all Indian CEOs should be forced out in America and replaced with an American.

@dampedspring Too early .. it’s still 1997 and it will go further than that one

Based on the last week and parabolic moves of the past 48 hours ill say it now  We are now in a bubble specifically a bubble in picks and shovels akin to the bubble in fiber and chips in 2000 or residential real estate in 2007. Like those periods the bubble in the specifics also dragged all stocks up and the bubble popping drove all stocks down Unlike George Soros who says when you identify a bubble you jump in long I am not George Soros and think he identifies it way earlier than me.  So I am not going to join his protege and buy into the bubble. I speak from my experience in the 1987 LBO bubble, the Tech bubble, the housing bubble and the bond bubble.  I could be wrong but feel it necessary to share my views.  I don’t use the term lightly. I have specifically said we are not in a bubble until today. My options are to fade it or stay out of its way.  I have some small risk remaining as my puts have fallen rapidly but I have NO intent of fading this in any more size. Happy to short down 5 or even 10% on the other side of the peak.  Lots of opportunity in non equity macro today.  But over the past week this has gone into territory I have no edge in capturing.   IT will end very very badly but when and from where is unknown. But it will end with SPX below 6000 and NDX below 20,000 and Semiconductors at half of current spot. But that could be a wild and longer path than I can predict.

@RihardJarc So where did you shift

Exactly as expected, we are at ATH on memory (+50% since). Also, I have now sold my memory positions (Hynix and Samsung) significantly, and will probably sell out completely in the next few days. Yes, memory remains a significant bottleneck, but because it has become such a pain point for AI labs and chip designers, the best talent is now focused on addressing it through software, and I expect this to accelerate in the next 6 months, as tokenomics is now the key thing for growth. "Necessity is the mother of invention." I have transitioned my funds to other places where I believe the risk/reward is better.

@jukan05 Link please

Goldman Sachs raises its Samsung Electronics operating profit forecasts: 2026: KRW 315tn ($213.7B) → KRW 355tn ($240.9B) 2027: KRW 307tn ($208.3B) → KRW 438tn ($297.2B) 2028: KRW 318tn ($215.8B) → KRW 495tn ($335.9B)

@apoorv03 @ChaseLochmiller Is there a link to the video or transcript

One of the most substantive and eye-opening MS&E 435 classes yet. Thanks @ChaseLochmiller for walking us through the economics of AI datacenters from Abilene to Claude, TX. From Everest to the Hewlett 201 desk, the man keeps finding new summits 🏔️

@apoorv03 @alighodsi Is there a link to the video or transcript

Thanks @alighodsi for joining MS&E435 yesterday - most # of “aha” level insights in a single hour ever! Unfiltered opinions on why software ain’t dead, open source is closing the gap, distillation is inevitable, AGI is already here, and all value will accrue in the application layer. Always learn a ton from Ali. Full vid soon

@apoorv03 @sk7037 Is there a link to the video or transcript

MS&E 435 w Sachin Katti yesterday discussing OpenAI’s compute advantage, how long-running agents are reshaping the compute stack, and ofc Why $INTC is ripping 🚀 Rare to get someone who’s lived all sides as OpenAI’s head of compute and fmr Intel CTO. Lucky us! Thanks @sk7037

@rleshner Is this the sign that we are near top then

My crypto friends are all trading Korean stocks at 11pm on a Sunday

@TomJohn15394888 @GordonGChang You are Fake . Hiding behind that flag

How about first they agree to stop sending illiterate idiots are over here to drive trucks on our roads, to fix their broken food hygiene enforcement, sanitation systems and we don’t have to go there and eat their street food. If I see one more video about the disgusting hygiene in India, I’m going to vomit…

America needs to mend ties with India.