Dan

@PNWTradesman for real? enjoy the rain

This is the kind of real estate you can get on the Oregon coast for a quarter the price of San Diego.

@JUST_KAWS Let me buy some for your tomorrow.

Can someone explain how $SNDK just keeps going higher… and never seems to pull back? Like… does this thing even go down? I don’t think I’ve ever seen a stock like this in my lifetime

@TrendSpider dont miss it and good luck with DEI BS

Auto-playing straight through support $NFLX

@TJTheWheelDeal moving to $HOOD once they get banking stuff sorted, what is fintec innovation on this $SOFI?

One day, these covered calls might really bite me in the ass. But I highly doubt it’s happening anytime soon!! This is not a broken company by any means, but one could definitely make that argument about the stock. Personally, I’m not in that camp. I think $Sofi ran ahead of its skis early on and has since grown into the valuation. It’s just a matter of time before the street believes in the narrative that they are a technology company that owns a bank.

@DrPatrick Starting to get worried that our Dr is MIA.

An important paper in the next chapter of orchestrating the complex machinery of our immune system is the B cell and the immense diversity of antibodies. The paper describing this next step will be published in June and I will then commentate dots as to why IL-15 is the backbone to this orchestration..from NK cells, to T cells, to memory T cells and now to B cells and memory Antibodies. The Nant quest of understanding the complex immune system ..30+ years and still learning!

@aleabitoreddit it feels like, need some positive love from @aleabitoreddit

I wonder how it feels to miss out on the AI supercycle run… With photonics, memory, and even Neoclouds like $NBIS. Because you’re busy bagholding into the endless $6,000,000,000 active ATMs with $IREN.

@MarkosAAIG @Omercheema must be something to do with the bicycles, plenty of time to think during the commute.

@Omercheema Very Interesting! I need to pay a visit😁

The Netherlands is quietly becoming the world's #2 in wafer fab equipment, and most people haven't noticed. Everyone knows ASML (lithography), ASM (ALD), and BESI (advanced packaging/assembly). Now add Nearfield Instruments to the list. They just closed a $380M Series D at a $1.6B valuation: the largest deep-tech round in Dutch history, led by Fidelity with Temasek, QIA, and Walden Catalyst Ventures joining in. Their tech: a high-throughput, multi-head Atomic Force Microscopy system delivering atomic-scale 3D metrology at production speed. Non-destructive, in-line process control built for sub-3nm nodes, GAA transistors, hybrid bonding, and AI chip packaging. KLA should be watching closely — a credible challenger is emerging in 3D metrology. My read: NL has now passed Japan for #2 in fab equipment globally, behind only the US. China is #4 and closing the gap.

@GaryMarcus Heard of Cathie Wood?

Thoughts and prayers for those who bought $SPCX at 225 last week.

No one is willing to pay the premium when they have not proven anything. H1 with $MSFT, where is the communication on this??? Also, nothing about the delivery that was supposed to be done last year in Canada, nothing? Honestly, all the advertisement and sponsorship should've come after the successful Horizons handover with $MSFT

Something to consider… what’s the downside of $IREN here? If the AI Cloud bet is a complete failure, and they resorted to signing away their portfolio for colocation deals at the same terms as $CIFR or $WULF, you end up with a $50B - $100B business… I don’t see any of that happening, of course. The IREN team has run the numbers, calculated the risk, and come to the conclusion they can drive many multiples of that. But this would be a horrible time to sell.

@matthew_sigel Easy as a pie for $SPCX while $IREN having all sorts of publicity and still not getting a DEAL, that's why BRAND matters

$SPCX signs $6.3B compute deal with AI startup Reflection; $150M/month through 2029 for capacity at Colossus 2 in Memphis. Reflection is America's open-source answer to Deepseek (model weights are open for researchers and developers, but training data and the full training process remain proprietary), founded in 2024 by two ex-Google DeepMind researchers and funded by NVDA among others. Recently shopping a $2.5B round at $25B valuation, per WSJ. Reflection's primary product is Asimov, a code-research agent designed to help engineering teams understand large, complex codebases rather than generate new code, based on the premise that ~70% of engineering time is spent reading existing systems, not writing new ones.

@Para_Capital AFAIK on-going US based is only $MP and that's if

@Para_Capital what good are materials when you can't process them

I believe rare earths might be the most misunderstood yet important sector for the next decade. There is no defense, energy, or AI bull run without them. I built a dashboard to share that helps break down the sector. My holdings down in the thread. …lements-thekeytothefuture.netlify.app

@PythiaR You should look for appreciation from your friends and family, not work. Thats why its called workplaces.

Been at my job 10 years. Got an email from the head of my division "congratulating" me, from an automated email, which is more insulting than if he'd just said nothing.

$ups such a nice service, charges for a pickup but denied pickup. Never using it again

@KobeissiLetter All this will crash down when the rate hikes

BREAKING: The US Economic Surprise Index is up to 63.2 points, the highest since August 2023. This index measures economic data relative to consensus estimates, turning positive when data beats estimates and negative when data misses. This metric has risen +57.6 points since late April, posting the largest 7-week increase since Q1 2022. The move comes amid stronger-than-expected jobs data, ISM Services PMI, factory orders, ADP employment, job openings, and ISM Manufacturing PMI. The US Economic Surprise Index is now approaching the 79.6 peak recorded in July 2023, which would mark the highest level since the early 2021 pandemic recovery. US economic data is crushing expectations.

@fuji_ton @twinewss permit it? Who the fuck are you to dictate one's life?

@twinewss この方はまだ立って歩けるし、取材時期不明ながら当日に近い日に寒さの中、港に出掛けている。 この状態の安楽死を是とするならば、 病気など無く人生の辛い場面での安楽死願望をも許容するのと境界が難しい。 私は、病気や老衰で医療手当がもう無く 寝たきりで死のときを待つだけになってから許容。

医師 「バルブを外したら何が起きるかわかりますか」 迎田さん 「私は死にます」 医師 「それがあなたの最後の願いならば、バルブを開けて良いです」 迎田さん 「イエス、OK。ありがとう」 海外で安楽死を選択した日本人女性 正直皆さんは賛成？反対？

@twinewss It's odd, there are 3rd party dictating whether one can choose to die or not, MIND YOUR FUCKING BUSINESS

@Kilic025 so much sugar

Daha önce bu tarife hiç denk gelmedim 💯

@ZaStocks Trump buying stocks personally != US government.

$CRWV “The U.S. government has taken a stake in the great AMERICAN AI company CoreWeave. Incredible company, tremendous compute. Just like Intel, we’re going to make it bigger and stronger than ever before!” - Trump probably sometime in the next 12 months.

@Helios_Movement he is allergic to everyone but himself.

I can't stop laughing.