ContraTurtle

898 posts

ContraTurtle

ContraTurtle

@ContraTurtleX

Senior Solutions Software Engineer @ North American Tech (8 yrs). Translating Tech field insights to investing edge. 🐢16% CAGR since portfolio inception🐢

Free Investing Newsletter👉 Entrou em Ekim 2014
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ContraTurtle
ContraTurtle@ContraTurtleX·
In past 10 yrs, S&P500 biggest winners: 1) Nvidia (+23,671%) 2) AMD (+10,358%) 3) A??N (+3,005%) 4) Arista Networks (+2,750%) 5) Broadcom (+2,510%) No. 3 breaks this pattern, touching neither AI GPU boom nor data center infra. It also isn't part of the Mag7. This company is: $AXON To prepare for this ~8,000 word free deep-dive analysis available at contraturtle.com/the-quiet-comp…, I went through more than 25hrs of video footage on the Boldly Go Podcast and almost every interview @AxonRick has ever done, as well as decades of SEC filings and news articles dating back to 2005. With the stock down -42% from ATH, it is an interesting time to be studying this company. Enjoy! 🐢
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Concave
Concave@ConcaveMMT·
@EffMktHype How's the water alongside these busy shipping lanes, do locals avoiding swimming in these waters or it's fine?
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Dan Go
Dan Go@CoachDanGo·
Headed to China for a few days. Anything I should know before traveling there?
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ContraTurtle
ContraTurtle@ContraTurtleX·
Lol that’s absolutely terrible advice. As a seasoned visitor of Mainland China (I visit twice a quarter for bizness), - Get an Esim that has a server based outside mainland china. Examples are those with server based in Taiwan, Japan, Singapore, HK last preference. The easiest way to tell is the esim provider will say it supports youtube, whatsapp, etc, ie apps of the free world. I listed HK last because it you’re a chatgpt / claude user, these are banned in HK so your esim wouldnt work for that, but every other western app still works. If u follow the alternative advice of getting local china sims only on arriving, you’re not gona be able to access any apps outside China’s great firewall (gfc), and u’re gona have a shitty time. - Also, get shadow rocket and search the web for ip clients (i wont share mine haha) that support shadowrocket and china access. This way, when u reach ur hotel, u can turn on shadowrocket and use the hotel’s much faster wifi, instead of ur slower speed esim -, setup wechat/alipay and connect it to your mastercard or vida credit card accnt beforehand. With this, u dun need any cash at all in most parts of china except for the really remote villages. - for maps, apple is the only western one that works. Alternatively, download amap that is more local-based (u dun need a local number to use this) - for power banks, ensure it is CCC verified . This is really impt, they will confiscate if u dun have CCC on power bank. - Lastly 99% scammers at airport is an over the top claim. Airports in most of the tier 1 cities like shanghai, shenzhen are very advanced and far more safe than airports in the US. There may be some taxi touting people at the airport (as in the case in many other cities around the world like greece, bali, thailand, parts of europe etc), u can ignore them and use didi chuxing app (the local uber) instead
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DB Visuals | Video Editing & YouTube Growth|
As soon as you land get a Chinese sim card so you can use their internet coz you won’t be able ti use wifi on your phone Avoid 99% of people at the airport, there are a lot of hustlers and scammers. Pay attention to what you can bring on the flight, Chinese fo a very detailed check That was my experience there 3 years ago
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Kyle
Kyle@0xkyle__·
i'm ngl i did not fucking expect singapore to go to space holy shit majulah fucking singapura, we're about to astral project lee kuan yew's "whoever governs singapore must have that iron in him" speech all across the 7 continents of the world
Lawrence Wong@LawrenceWongST

Space — the final frontier. Our new National Space Agency begins operations today. The global space industry is growing fast. While Singapore may not have launch sites, we have strengths in specialised, high-value areas — from satellites to advanced manufacturing.

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Xiaoyin Qu
Xiaoyin Qu@quxiaoyin·
I have kids. I work in AI every day. And honestly? I have no idea what their careers will look like in 15 years. But I know what will carry them through. First, and this might sound unromantic: make money and save it for them. We can debate educational philosophy all day, but the world is changing so fast that financial security might be the most practical gift we can give. Buy some gold bars. Seriously. Second, nurture their imagination. AI rewards people with initiative and wild ideas. The kid who daydreams, who asks weird questions, who wants to try ten things at once? That kid will thrive. AI can execute. AI can be disciplined. What AI can't do is dream up something nobody's thought of before. Third, build resilience. There are no more iron rice bowls (guaranteed lifetime jobs). Any stable, predictable job is exactly the kind of job AI will learn to replace. Our kids will likely switch directions many times in their lives. Learn something new, get replaced, pivot, repeat. It's more like being a hunter than a farmer. Schools don't teach this. Schools teach you to follow a linear path: high school, college, grad school, stable job. That linear path is becoming the most dangerous one. Last, invest in their ability to connect with other humans. Not networking. Not schmoozing. Real emotional connection. Building trust, offering support, making people feel seen. As AI handles more of the rational, analytical work, the human ability to genuinely relate to other humans becomes more rare and more valuable. I don't have all the answers. But I know that imagination, resilience, and genuine human warmth aren't going out of style anytime soon. #AI #Parenting #Education #FutureOfWork
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ContraTurtle
ContraTurtle@ContraTurtleX·
@gilgNYC @ChatGPTapp To clarify, this means merchants don’t need a US based entity? Emphasis on selling INTO USA , so example european or taiwan based shopify merchants can sell into USA chatgpt channel?
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Gil
Gil@gilgNYC·
Millions of Shopify merchants selling into the US now on @ChatGPTapp. Powered by the Shopify Catalog 👌 No fees + all your checkout customizations just work. 🫡
Mani Fazeli@mcfazeli

Starting this week, millions of @Shopify merchants can sell in ChatGPT, into the US. Their PDP, their checkout, their customizations, no extra setup. AI is a new front door to commerce. Shopify is what’s behind it everywhere.

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ContraTurtle
ContraTurtle@ContraTurtleX·
@mcfazeli @Shopify To clarify, this means merchants don’t need a US based entity? Emphasis on selling INTO USA , so example european or taiwan based merchants can sell into USA chatgpt channel?
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Mani Fazeli
Mani Fazeli@mcfazeli·
Starting this week, millions of @Shopify merchants can sell in ChatGPT, into the US. Their PDP, their checkout, their customizations, no extra setup. AI is a new front door to commerce. Shopify is what’s behind it everywhere.
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Kiro
Kiro@KiroIkigai·
@trq212 @LarryVelez @Shpigford What's the actual unlock here, API parity with Claude or something closer to raw model access with fewer guardrails?
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Thariq
Thariq@trq212·
We just released Claude Code channels, which allows you to control your Claude Code session through select MCPs, starting with Telegram and Discord. Use this to message Claude Code directly from your phone.
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ContraTurtle
ContraTurtle@ContraTurtleX·
@MsMelChen It’s ok. Jet Li, now a singapore citizen, will help taiji any missles away from singapore
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Melissa Chen
Melissa Chen@MsMelChen·
Spot on with the Singapore-Dubai parallel - but the stakes are even more explosive than most realize. If the PRC launches its long-planned invasion of Taiwan, it will need to make sure the United States stays out of it. That means it must first neutralize America’s nearest major forward-deployed force which is the US 7th Fleet based in Yokosuka, Japan. We’re talking 60-70 warships, 150-180 aircraft, and over 27,000 personnel. To keep that fleet out of the fight, Beijing would have no choice but to strike Japanese soil and bases preemptively - dragging sovereign Japan directly into the war. Japanese PM Takaichi enraged the Chinese for merely saying that this constitutes a "survival-threatening situation" for Japan and implying that Japan might be drawn into the conflict. The 7th fleet relies on logistics and sustainment from Task Force 73 / Logistics Group Western Pacific which is headquartered in the Republic of Singapore. Singapore’s role as the critical maintenance, resupply, and repair hub for US naval forces in the region makes it Target #2. Just like Iran hit UAE facilities for hosting American support, the PLA would have to take out Singapore’s ports, airfields, and logistics nodes to choke off the flow of fuel, ammo, and spares. In other words, there's a huge potential for a regional cataclysm: direct attacks on Japan and Singapore, the Malacca Strait turned into a war zone, global shipping paralyzed, and the entire US-led alliance structure under fire. The idea that China is pursuing “peaceful development” is hard to believe when you consider its military buildup - hypersonic missiles, carrier-killers, anti-access/area-denial systems - that seem to prepare them to deal with exactly this problem of a regional fight for control and navigation of the seas. Not many people are aware that there are 3,000 active Singapore Armed Forces (SAF) troops on rotational deployments throughout each year in Taiwan. While this is for military training (it's been ongoing since 1975), this could further complicate things for Singapore in a Taiwan conflict scenario. These troops might be trapped or become bargaining chips during a blockade or invasion. Anyway, tl;dr: Singapore likely won't be able to stay out of it as the chokepoint it sits in will probably come into play
Derek J. Grossman@DerekJGrossman

I’m now in Singapore, and I just can’t stop thinking about the uncomfortable parallels between here and Dubai. Both are very modern and considered business and tourism friendly. But both are in dangerous neighborhoods, along strategic choke points, whether the Strait of Hormuz or Strait of Malacca. Whoever controls these channels is of utmost importance during crisis or war. Meanwhile, Iran retaliated against UAE for its US military support, and I can’t guarantee China while invading Taiwan wouldn’t do the same against Singapore for its logistical and maintenance support of US military assets.

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ContraTurtle
ContraTurtle@ContraTurtleX·
Gameover for tech grads
Tech Layoff Tracker@TechLayoffLover

Meta just confirmed they're cutting 20% of global workforce - over 15,800 people gone But sources inside are telling me the real number is closer to 30% Heard from three separate PMs that entire product verticals are getting axed. Not just trimming fat - whole roadmaps deleted overnight One insider said they're gutting Reality Labs completely. 4,000 people who built the metaverse now building their resumes The AI infrastructure spend is $135 billion next year. They're replacing human judgment with model inference at every layer Recruiting just sent termination letters to 340 university relations specialists. The entire campus hiring apparatus - gone Engineering managers finding out their teams of 12 are becoming teams of 3. Same sprint velocity expected with Copilot and offshore contractors Facilities already started boxing up 6 entire floors in Menlo Park. Badge access revoked for sections that used to house 800 engineers One senior architect told me they're screen-recording every code review session. Building training datasets from 10 years of institutional knowledge The "reskilling" sessions everyone's talking about? That's just knowledge extraction with extra steps Word is Mark wants the company to run on 40% fewer humans by end of 2026 If your badge still works at Meta... start interviewing tomorrow Because the knowledge transfer sessions you're attending aren't training - they're your exit interview

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ContraTurtle
ContraTurtle@ContraTurtleX·
We’re cooked
Kaito | 海斗@_kaitodev

5 minutes ago, @karpathy just dropped karpathy/jobs! he scraped every job in the US economy (342 occupations from BLS), scored each one's AI exposure 0-10 using an LLM, and visualized it as a treemap. if your whole job happens on a screen you're cooked. average score across all jobs is 5.3/10. software devs: 8-9. roofers: 0-1. medical transcriptionists: 10/10 💀 karpathy.ai/jobs

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ContraTurtle retweetou
The Transcript
The Transcript@TheTranscript_·
$BKNG CEO: "Close to 90% of the room nights that are booked on our platforms are coming from independent hotels, alternative accommodations and smaller chains...In the U.S., we are relatively small in alternative accommodations… we clearly see this as an opportunity to further expand."
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ContraTurtle
ContraTurtle@ContraTurtleX·
@fdbckfdfwd Your tweet is served frm a datacentre.. as was the 32k past tweets you’ve written 🤡
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bani haykal
bani haykal@fdbckfdfwd·
read the entire article and tell me you are not compelled to burn Racks and all these fuckers who do not care about people and the environment “AI” is deeply inhuman tech that these greedy scums are ready to sacrifice everyone and everything that is in their way of profit
auntymarx@auntymarx

straitstimes.com/asia/se-asia/w…

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bani haykal
bani haykal@fdbckfdfwd·
singapore is not getting enough hate for pulling off shit like this
bani haykal tweet mediabani haykal tweet media
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ContraTurtle
ContraTurtle@ContraTurtleX·
@EugeneNg Germany for precision and deep specialization. Japan for long-term craft and institutional loyalty. China for speed, cost efficiency, and ruthless iteration. US for creative risk-taking, capital, and storytelling. Europe for honeymoon.
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Eugene Ng
Eugene Ng@EugeneNg·
Different cultures around the world. Germany for precision. Japan for innovation. China for speed and cost efficiency. US for scale and risk-taking. Europe for regulation and standards-setting. Switzerland for trust. Anything else noteworthy should be added to this list?
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